Learning Resources

Where planning comes together. T​he power of SCUP is its community. We learn from one another, sharing how we’ve achieved success and, maybe more importantly, what we’ve learned from failure. SCUP authors, produces, and curates thousands of resources to help you prepare for the future, overcome challenges, and bring planning together at your college or university.
REFINED BY:    Operational Planning   X,   Clear All
Planning for Higher Education Journal

Breaking BarriersLocked

A Collaborative Approach to Problem-Solving Created a Culture of Campus Innovation
From Volume 49 Number 2 | January–March 2021
The University of West Georgia, toward dismantling silo thinking and promoting a sense of ownership within the workplace, formed a cross-divisional group: The Barriers Team. It was part of an initiative to recognize and encourage employee engagement, develop operational efficiencies and effectiveness, and eliminate obstructions to staff success.
Webinar Recordings

Developing a Nimble and Change-Ready Planning Culture

Published 2020
Recorded July 15. Panelists Nick Santilli from SCUP and Larry Squarini and Tony Adam from SPOL discuss how integrated planning can help develop a robust culture and take a deep dive into strategic, operational, continuity, and scenario planning.

This is part three of the series, “Planning in Times of Crisis and Beyond: Reviving Your Strategic Planning Process.”

Example Plans

Supporting Document Locked

Private Doctoral/Research University (MD, United States)
This document represents recommended guidelines for a gradual, phased reactivation of research activities at the university.

SCUP members, please login to view this resource

Conference Presentations

Organizational Transformation to an Efficient Student-centered Service Model

Published 2019
We will show how to maintain a friendly warm-touch environment that leverages technology to streamline business processes, collect data, and utilize obtained data to cross train your team and improve productivity.
Planning for Higher Education Journal

Disrupting Poor Curricular ProcessesLocked

A Three-Prong Model Approach with Reflections and Suggestions for Institutional Change
From Volume 46 Number 4 | July–September 2018
A large-scale change process, such as a curricular process revision, can be made easier by following a proven approach and understanding the potential hazards and challenges involved.
Planning for Higher Education Journal

Balanced Scorecard Implementation in a School of NursingLocked

A Case Study Analysis
From Volume 45 Number 4 | July–September 2017
Implementing the balanced scorecard measurably improved the overall effectiveness of planning activities and increased individual involvement in and understanding of the strategic planning process.
Planning for Higher Education Journal

Integrating Board, System, and University Planning and Performance During a Period of Rapidly Declining State Funding CommitmentLocked

From Volume 45 Number 3 | April–June 2017
Even in the most difficult financial times, integrating planning and budgeting throughout the organization creates opportunities for success.
Planning for Higher Education Journal

College Affordability and Institutional Pricing PoliciesLocked

From Volume 45 Number 3 | April–June 2017
Institutions would do well to make their complex pricing policies more clear to students and families to help them understand how a higher education is more affordable than most people believe.
Planning for Higher Education Journal

So, You Need a New Chart of AccountsLocked

From Volume 45 Number 3 | April–June 2017
Designing a new chart of accounts provides an opportunity to review and improve current practice and positively affect institutional financial data use and reporting.
Planning for Higher Education Journal

Redesigning a Budget Model with a Grassroots ApproachLocked

From Volume 45 Number 3 | April–June 2017
While redesigning a campus budget model could happen relatively quickly from a technical standpoint, time spent in extensive engagement, collaboration, and conversation is key to successful implementation.
Planning for Higher Education Journal

Organizing Financial Information to Support University Planning and AnalysisLocked

From Volume 45 Number 3 | April–June 2017
Before investing in complex and costly new technologies, first consider whether your institution would benefit from a redesigned chart of accounts.
Planning for Higher Education Journal

Beyond the HeadlinesLocked

The Mechanics of a Tuition Reset
From Volume 45 Number 3 | April–June 2017
Might a tuition reset be right for your institution? This article is a behind-the-scenes look at the yearlong process of a tuition reset at Rosemont College.
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