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Planning for Higher Education Journal

Published
December 15, 2023

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Survival of the Financially Fittest

Leverage Strategic Decision-Making and Key Financial Metrics to Achieve Financial Stability

By: Aaron Meis, EdD, and Julee Gard, EdD

Leaders must look closely at financial trends that may reveal signs of trouble—in the short or immediate term—and have the courage to act to address them.

From Volume 52 Number 1 | October–December 2023

Abstract: This article explores a methodology for assessing and managing the financial viability of private, tuition-dependent institutions as well as institutional tactics and strategies used to improve their financial strength. The resulting model will help institutions understand the trends and predictive value of key financial metrics directly impacting their liquidity and operations and how senior leadership can drive change. Institutional examples illustrate how to engage senior leadership in strategic decision-making that includes assessment of revenue growth and/or expense management.

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Blog Post

Published
August 9, 2023

6 Integrated Planning Strategies and Tips We Learned at SCUP 2023

By: SCUP

Every year at SCUP’s annual conference, over 1,000 of higher education’s leaders and innovators gather to share how they are advancing integrated planning at their college or university. Out of the wealth of tools, strategies, and tips shared at SCUP 2023, which took place earlier this month in Cleveland, here are six that stood out.

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Planning for Higher Education Journal

Published
March 24, 2023

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Transforming Data into Meaningful Information

Put Methodologies in Action with Data-Driven Integrated Planning

By: Douglas Masterson, PhD, Christopher M. Davis, PhD, and Suzanne Carbonaro, MEd

Leaders in two different accreditation regions share best practices and lessons learned from their integrated planning evolution and its impact on operational efficiency and student learning.

From Volume 51 Number 2 | January–March 2023

Abstract: Institutional success depends on long-term sustainability, connecting investments with outcomes, and creating a culture that is data-informed. As the role of institutional effectiveness expands across higher education, designing a comprehensive integrated planning process is critical. Integrated planning requires a unified approach to utilizing academic and administrative data for continuous improvement. However, this can be an overwhelming process for institutions, with many unsure of where to start. Learn from leaders in two different accreditation regions as they share best practices and lessons learned associated with their integrated planning evolution and its impact on operational efficiency and student learning.

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Example Plans

Published
September 2, 2022

Supporting Document

Public Associate’s College (California, United States)

The college recently redesigned its planning and budgeting process to strengthen alignment and improve communications. This calendar depicts the timeline for that process.

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Conference Recordings

Published
July 16, 2021

2021 Annual Conference | July 2021

The Process and Positive Outcomes of Indigenous Placemaking

By: Joanne Dallaire, Ryerson University | Matthew Hickey, Ryerson University

Ryerson University's experience with indigenous placemaking offers valuable, practical insights into a process that can help your institution to respect and advance indigenous cultures while balancing many other contextual factors.
Abstract: North American institutions have traditionally viewed their lands and histories through a western-oriented cultural lens. Awareness and inclusion of indigenous cultures can be useful in achieving desired outcomes for members of indigenous communities. Creating meaningful indigenous cultural recognition and inclusion on campus is as much about the process as it is the outcomes. Ryerson University's experience with indigenous placemaking offers valuable, practical insights into a process that can help your institution to respect and advance indigenous cultures while balancing many other contextual factors.

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Conference Recordings

Published
July 16, 2021

2021 Annual Conference | July 2021

2020 Foresight

Scenario Planning in the Age of Pandemic

By: Jan O'Brien, Thompson Rivers University | Dana Prymak, Thompson Rivers University

In this presentation, we'll demonstrate a step by step how-to for you to apply on your own campus with a vivid description of deliverables, tools, and 'gotchas.'
Abstract: The disruptive nature of a post-COVID world provides the perfect opportunity for institutions to use scenario planning as a tool to navigate through an uncertain future. Scenario planning is especially useful for communicating external and internal trends and bridging a discussion between the most recent visioning exercise and transition. In this presentation, we'll demonstrate a step by step how-to for you to apply on your own campus with a vivid description of deliverables, tools, and 'gotchas.'

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Conference Recordings

Published
July 16, 2021

2021 Annual Conference | July 2021

The Changing Academic Workspace

By: Deb Gil, Alliiance | Rochelle Maresh, Alliiance | Anna Pravinata, Alliiance | Amber Sausen, Alliiance

In this session, we'll share how to develop a workspace roadmap that uses the lenses of people, space, culture, policy, and technology.
Abstract: Current research shows that 81% of employees want to work in a hybrid model post-pandemic. This presents us with the opportunity to re-imagine how we view the campus workspace and achieve institutional goals. In this session, we'll share how to develop a workspace roadmap that uses the lenses of people, space, culture, policy, and technology. Join us to learn from our process of using data collection, analysis, and consensus building to inform and solve space shortages with increased workspace utilization across campus.

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Conference Recordings

Published
July 16, 2021

2021 Annual Conference | July 2021

Supporting the Whole Student

New Models for Integrated Learning Centers

By: Jonathan Eldridge, College of Marin | Kelly Sanford, brightspot strategy | David Schnee, Group 4 Architecture Research | Stacey Thompson, Chabot College

In this session, we’ll share how the College of Marin and Chabot College's integrated learning centers are serving changing student populations using an inclusive library design approach.
Abstract: Even as 'non-traditional' students become the norm at community colleges, too many campus spaces and services fail to meet their needs. Inclusive engagement strategies can help ensure that we design for today's students. We'll share how the College of Marin and Chabot College's integrated learning centers are serving changing student populations using an inclusive library design approach. You'll learn how incorporating inclusive engagement and outreach in your planning process can result in facilities that allow students to better navigate the 'hidden curriculum' of college life and strengthen campus cohesion.

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