Learning Resources

Abstract: Build Capacity for Integrated Planning

Whether you’re preparing a committee for an upcoming planning process or simply looking for directions for your own professional development, the Integrated Planning Competencies can help you determine the knowledge, skills, and dispositions your institution needs to advance integrated planning.

Integrated planning requires building capacity in the people who do planning so they have the necessary knowledge and skills for success. But higher education institutions that focus only on developing planning-related expertise often face hurdles when they attempt integrated planning. Why? Because colleges and universities are complex environments and using an integrated planning approach in those environments requires a wide range of knowledge, skills, and dispositions. Some of the required expertise might seem obvious (like writing goals or analyzing information). But some of it may be less so—particularly expertise related to “soft” skills or human skills, like communication or collaboration.

To provide more clear and specific guidance, SCUP identified competencies—knowledge, skills, and dispositions—that individuals need for successful integrated planning. We analyzed the experiences and viewpoints of around 300 planners and higher education administrators in order to surface the competencies—both obvious and inconspicuous—that underpin integrated planning success.

Abstract: Although many institutions have clear processes for collecting data at the institutional level, we often overlook unit-level data collection aligned with institutional metrics, resulting in hindered outcomes. In order to achieve institutional outcomes, we must collect actionable data on key performance indicators at different unit levels. This session will share how Binghamton University has established an integrated data collection and tracking process and the ways in which the pandemic has affected this process and shifted institutional priorities. Come learn from examples of departmental-, divisional-, and institutional-level dashboards and find out how to use them to inform planning and improve performance.

Abstract: SCUP defines integrated planning as a sustainable approach to planning that builds relationships, aligns the organization, and emphasizes preparedness for change. Over the past several years—and particularly in 2020—the world has experienced significant shifts in its sociocultural, economic, and political landscapes. How can higher education institutions use integrated planning to respond nimbly and flexibly to these changes? In this session, three college and university presidents from the United States, Canada, and Europe will reflect on how we can transform and reimagine higher education for the future.

Abstract: In the second of two keynotes focusing on higher education’s “perfect storm”—the confluence of a global pandemic, financial crisis, shifting demographics, and a changing culture—a cross-disciplinary panel will discuss their integrated planning strategies for moving from a state of triage to transformation. Integrated planning is the foundation upon which we confront higher education’s current turbulent landscape and make the changes necessary for bringing about the “new normal.” Come learn new planning methods and tools for creating future scenario models, achieving operational flexibility and long-term resiliency, and communicating the value of integrated planning at your institution.