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: The ability to integrate planning at multiple levels—organizational, unit, and individual—strengthens our ability to formulate and implement strategies. This session will demonstrate how our Integrated Performance Excellence Framework (IPEF) guides planning at multiple levels of the institution, all of which are tied to our strategic policy, plan, and processes. You will be able to identify potential gaps and solutions within your institution's planning activities to create better alignment with your strategic plan and integrate the work at multiple levels of the organization.

Abstract: Planning for a division within a university can be difficult; you must align to the larger institutional plan while also considering your division's unique mission and challenges. This session will describe the strategic planning process for a college within a university. We'll describe how we included more than 500 stakeholders, discussed enrollment declines and the upcoming demographic changes that will impact most colleges, and how we focused the plan on mission and innovation. You will leave with a blueprint for the planning process we used, from self study to training facilitators to final plan release.

Abstract: The study described in this article investigated diversity in a unit within a postsecondary institution using the model described by Cox in Creating the Multicultural Organization by verifying the unit’s view of diversity, examining existing strategies used for diversity, evaluating consistencies, and identifying areas of improvement. The study included an analysis of unit employees to verify broad diversity by race and gender and an interview with senior leadership about the strategic plan for the unit on matters related to diversity. Overall analysis showed that the unit is doing better than most peer institutions in hiring female and minority candidates for positions. However, there are gaps in the unit’s approach to diversity that impact its ability to be an effective multicultural organization.