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Conference Presentations,Conference Recordings

Published
June 4, 2025

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Designing for Intentional Community: Dartmouth’s Housing Transformation

By: Ben Carlson, Principal, Goody Clancy | Lisa Ferreira, Principal, Student Life Practice Leader, Goody Clancy | Joanna Whitcomb, Director of Campus Planning, Dartmouth College

Planning processes must be versatile and nimble to accommodate changing priorities.
Abstract: Planning processes must be versatile and nimble to accommodate changing priorities. This session will show how a design team developed a flexible data visualization tool that allows Dartmouth University to play out scenarios as priorities change over time. As Dartmouth renews its plans, we'll provide a comprehensive look at how the team considered parity, distribution, and student wellness in a three-part planning effort. Discover how you can apply our data visualization tool to describe complex variables to stakeholders, as well as use scenario planning to align cost, student experience, and institutional goals over the course of your plan's realization.

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Report

Published
May 23, 2025

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The Future of University Planning in 2040 (and Beyond)

I Used Foresight Analysis to Help SCUP Look Ahead, Adapt, and Innovate

By: Lisa Jasinski, PhD, President, Associated Colleges of the Midwest

This is a SCUP FellowResearch Project Final Report for the 2023–2024 program. This report explores how foresight analysis can be used to prepare and plan for uncertain futures in higher education.
Abstract: In this SCUP fellowship project, Lisa Jasinski applies strategic foresight methods to explore what university planning could look like in 2040—and how we can better prepare for it today.

Informed by environmental scanning, futures thinking, and stakeholder engagement with SCUP members and campus leaders, she developed four plausible scenarios grounded in current trends such as AI, climate change, political polarization, and declining public trust. These scenarios aren’t predictions; they are planning tools that help teams and organizations stress-test strategies, surface assumptions, and engage in meaningful future-focused conversations.

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Conference Presentations

Published
April 8, 2025

Designing for Intentional Community: Dartmouth’s Housing Transformation

Abstract: Planning processes must be versatile and nimble to accommodate changing priorities. This session will show how a design team developed a flexible data visualization tool that allows Dartmouth University to play out scenarios as priorities change over time. As Dartmouth renews its plans, we'll provide a comprehensive look at how the team considered parity, distribution, and student wellness in a three-part planning effort. Discover how you can apply our data visualization tool to describe complex variables to stakeholders, as well as use scenario planning to align cost, student experience, and institutional goals over the course of your plan's realization.

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Planning for Higher Education Journal

Published
April 4, 2025

Institutional Transformation and Successful Accreditation Review Through Data-Informed Collaboration

Gain Accountability with Values-Based Integrated Planning

By: Shawna Herwick, MSW, and Paul Illich, PhD

Implementing a values-based integrated planning framework equipped Southeast Community College to leverage the data it collected to build and strengthen relationships, align the institution within and across divisions, and prepare for change. The efforts led to the successful modernization of facilities, historic enrollment growth, staffing increases, other operational improvements, and a positive accreditation outcome.

From Volume 53 Number 2 | January–March 2025

Abstract: Southeast Community College (SCC) applied an integrated framework approach to inform all aspects of its successful comprehensive accreditation review. Following decades of reviews leading to monitoring and focused visits to address opportunities for improvement, SCC managed its most recent comprehensive assessment through integrated planning to ensure the accreditation process coincided with building relationships, aligning divisions and departments, and promoting a culture that is well prepared for change. This structured and focused integrated planning method for comprehensive accreditation review was associated with a successful outcome that involved no monitoring or required follow-up for the first time in the College’s accreditation history.

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Planning for Higher Education Journal

Published
February 5, 2025

‘Catching’ Substantive Changes with Integrated Planning

Form a Dedicated Team to Reduce Silos, Develop Cross-Unit Collaboration, and Implement Transformative Goals

By: Rachel E. Smith, PhD, and Leslie W. Grant, PhD

Implementing changes at institutions that operate under a distributive leadership model can be challenging because academic and support units function separately. This article recommends successful ways to manage the change-making process.

From Volume 53 Number 2 | January–March 2025

Abstract: Implementing changes at institutions that operate under a distributive leadership model can be challenging because academic and support units are siloed. This article presents an example of one midsize, public, research institution’s successful strategy for “catching,” or identifying and managing, substantive changes using integrated planning. Through a centralized team of academic and support unit representatives, the academic units shared planned substantive changes, received feedback, and adjusted. The institution’s substantive change policy, infrastructure, and collaborative culture ensured the changes did not slip through the cracks or hit significant roadblocks. This article shares how the team operated, giving recommendations for institutions implementing the change practice.

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Planning for Higher Education Journal

Published
June 29, 2023

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What Is Your Crisis ‘What If’?

Create a Sustainable Approach to Emergency Response Planning

By: Jessica A. Luedtke, PhD, and Mary M. Reinke, MBA, MS

The Medical College of Wisconsin planned strategically, engaged executive leadership, and operationalized an Administrative Response Team to navigate critical incidents impacting the university.

From Volume 51 Number 3 | April–June 2023

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Example Plans

Published
May 17, 2023

Bridge Plan

Public Associate’s College (Arizona, United States)

From April 2020, the institution’s president led faculty and staff in a rigorous planning and exploration process to ensure that the college remained accessible and thriving through the pandemic and beyond. This bridge plan document details the action steps resulting from that process.

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Conference Recordings

Published
July 26, 2022

2022 Annual Conference | July 2022

Weaving Planning and Accreditation Together for Action

By: Jamienne S. Studley, WASC Senior College and University Commission (WSCUC) | Lynn Akey (Moderator), Minnesota State University-Mankato

Join us for an intimate discussion with Jamienne Studley, president of WASC Senior College and University Commission (WSCUC), former college president, and deputy undersecretary of the U.S. Department of Education (2013–2016).
Abstract: Institutions will need to restructure at an unprecedented pace to achieve results vital for student success and institutional sustainability. Join us for an intimate discussion with Jamienne Studley, president of WASC Senior College and University Commission (WSCUC), former college president, and deputy undersecretary of the U.S. Department of Education (2013–2016). Synergy between strategic integrated planning and accreditation review can drive meaningful and efficient analysis in our institutions and become a catalyst for quality, continuous improvement for change, and pursuit of the results we want.

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Webinar Recordings

Published
November 15, 2021

Higher Education Business Models Under Stress, Part 1

Board Oversight of Finance and the Business Model: Key Indicators and Trends for Scenario Planning and Stress Testing

By: Verne O. Sedlacek (Moderator), Valparaiso University Board of Directors | Carlton Brown, AGB Consulting | Lawrence R. Ladd, AGB Consulting | Melody Rose, Nevada System of Higher Education

Join a panel discussion on business model transformation moderated by Verne Sedlacek, vice board chair of Valparaiso University with guest panelists Melody Rose, coauthor of AGB’s new book, Higher Education Business Models Under Stress, and AGB consultants Carlton Brown and Larry Ladd, experts in higher education budgeting, finance, and strategic planning.
Abstract: Securing financial viability requires an engaged board that is monitoring the right trends and campus indicators, asking the right questions of campus leaders about the institution’s finances, and doing the scenario planning and stress testing necessary to transform a business model under stress.

The governing board’s fiduciary duty to steward the institution’s financial health requires that boards and leaders consider business model transformations, and plan for a range of scenarios like mergers, affiliations, strategic partnerships, and even—when all other options are exhausted—final transformations such as campus closures when continued mission fulfillment is impossible.

This is part one of a two-part webinar series delivered in partnership between SCUP and the Association of Governing Boards of Universities and Colleges (AGB), “Higher Education Business Models Under Stress: Planning for Successful Transitions”. This series will help build your fiduciary understanding of your institution’s business model as you prepare the campus for a range of possible business transformations, from mergers, strategic affiliations, corporate partnerships, or even the ultimate scenario of a campus closure. View the recording for part two, “Graceful Business Model Transitions: Planning and Executing a College or Campus Closure”.

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Report

Published
November 5, 2021

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Association Between Accreditation & Integrated Planning

By: Sue Gerber, PhD, New Jersey City University

This is a SCUP Fellow Research Project Final Report for the 2019–2020 program. What is the relationship between accreditation and integrated planning? This research delves into this question, examining the perspectives from both the accreditor side (in particular, Middle States Commission on Higher Education) and the institutional side.
Abstract: What is the relationship between accreditation and integrated planning? This research delves into this question, examining the perspectives from both the accreditor side (in particular, Middle States Commission on Higher Education) and the institutional side. It goes beyond what’s written about planning in the MSCHE Standards, using interviews with Commission vice presidents and institutional accreditation officers, along with analyses of institutional self-study documents, to compare the intent of the Commission with the lived experience of institutions. Learn about the discrepancies between planning ideals and reality . . . and potential ways those discrepancies can be resolved.

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