Learning Resources

Planning for Higher Education Journal

KPIs Drive Strategic Planning and Execution

And Feedback Steers the Institution in the Right Direction

Quantitative tools are essential for developing a framework, but properly identifying stakeholders and keeping them involved is what connects planning to execution.

Planning for Higher Education Journal

Too Much and Not Enough

This state university, through transparency and inclusive, two-way communication, kept student needs at the forefront when planning for right-sized spaces.

When resources are constrained and enrollment is tightening, it takes thoughtful and strategic involvement of all stakeholders to develop and execute a comprehensive facilities plan.

Planning for Higher Education Journal

Modifying the Strategic Planning Engine

A Case Study

Using the Strategic Planning Engine model resulted in a more objective, replicable, scalable, flexible, and transparent planning process with useful and relevant results.

Planning for Higher Education Journal

Nurturing Your Capital Project

The Path from Concept to Ribbon Cutting

By following the progression of steps needed to complete a typical capital improvement project detailed here, even the most complex project can be accomplished effectively and efficiently.

Planning for Higher Education Journal

Instituting a New Degree Program

A Case Study of University Planning

Change in higher education rests on the skills of administrators and their knowledge of the strengths and weaknesses of various planning approaches described in this case study.

Planning for Higher Education Journal

Juggling Chainsaws

Managing the Tensions between Strategic Planning and Decentralized Budgeting

The numerous benefits of these processes can be realized only when the institution recognizes and plans for the different, sometimes conflicting perspectives they bring to high-stakes discussions.

Planning for Higher Education Journal

Redesigning a Budget Model with a Grassroots Approach

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 Analysis

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

No-Brainer or Brain-Twister?

Linking Planning and Budgeting

While there is no one right way to link planning and budgeting, there is good practice: what works to influence behavior in the direction of institutional goals, supported by strong leadership.