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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
September 28, 2023

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Why Do Most Institutional Presidents Look Roughly the Same?

Plan for Racial, Ethnic, and Gender Diversity in a Presidential Search

By: Dana Ainsworth, MA, and Jeffery L. Wilson, PhD

An institution’s governing board should determine how diversity initiatives will be prioritized during the search process.

From Volume 51 Number 4 | July–September 2023

Abstract: The presidential search process is an opportunity for the institution to plan for and vet potential leaders who will play a pivotal role in the success or failure of diversity initiatives. A key question to ask during searches is whether the growing student diversity on campus is present within the presidential search itself. We advocate for institutional governing boards to commit to creating lasting, cultural change and including DEI efforts in the presidential hiring process.

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Example Plans

Published
June 30, 2023

Strategic Plan, Strategic Planning Website

Multiple Locations

Strategic plan for the university system developed by the state’s board of higher education.

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Planning for Higher Education Journal

Published
August 5, 2022

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Book Review: Shared Leadership in Higher Education

A Framework and Models for Responding to a Changing World

By: Jake Julia, PhD

From Volume 50 Number 4 | July–September 2022

Abstract: Shared Leadership in Higher Education: A Framework and Models for Responding to a Changing World
Edited by Elizabeth M. Holcombe, Adrianna J. Kezar, Susan L. Elrod, and Judith A. Ramaley
Stylus Publishing: Sterling, Virginia: 2021
256 pages
ISBN: 978-1642672251

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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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Example Plans

Published
May 31, 2022

Sustainability Plan

Public (British Columbia, Canada)

Abstract: “In 2013 TRU established ‘increasing sustainability’ as one of its five strategic priorities for 2014-2019. This Strategic Sustainability Plan (SSP) is aligned with the university’s strategic plan, and provides a focus for TRU’s efforts toward sustainability over the same period. The SSP is comprehensive in nature, and includes more than 130 recommended strategies across four key focus areas: Operations & Planning, Advocacy & Engagement, Learning, and Administration. The SSP is intended to provide a framework for each TRU department and operational unit to incorporate sustainability initiatives into their own planning processes (the structure of the plan is illustrated on the opposing page). . . . Unlike some strategic documents, the plan takes a comprehensive approach of documenting strategies over the next 5 years. These strategies are not all the responsibility of one department or office, but rather are shared among many. This comprehensive approach will allow each office or department to see where and how it can play a role in TRU’s sustainability journey.”

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Blog Post

Published
March 1, 2022

Looking for Leaders

Strategies for Effective Executive Searches

By: Apryl Motley, CAE, SASM

To gain insight into how institutions can launch and manage effective leadership searches in this highly competitive market, we turned to SCUP Board of Directors Member Margaret (Peggy) Plympton, a principal at AGB Search.

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Webinar Recordings

Published
January 13, 2022

Higher Education Business Models Under Stress, Part 2

Graceful Business Model Transitions: Planning and Executing a College or Campus Closure

By: Rick Seltzer (Moderator), Higher Ed Dive | James E. Lyons Sr., AGB Consulting | Lynn Priddy, Claremont Lincoln University | Melody Rose, Nevada System of Higher Education

Join a panel discussion moderated by Rick Seltzer, senior editor of Higher Ed Dive, with guest panelists Melody Rose, author of AGB’s new book Higher Education Business Models Under Stress, and Lynn Priddy and James Lyons Sr., higher education leaders with experience closing financially distressed colleges and universities.
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 two 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 one, “Board Oversight of Finance and the Business Model: Key Indicators and Trends for Scenario Planning and Stress Testing”.

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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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Free

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Free