Learning Resources

Abstract: When St. Cloud State University found itself with too much aging infrastructure but not enough right-sized spaces or enough funding or rationale for new facilities, their comprehensive facilities planners took a deep dive into data. They used a highly inclusive process to create a CFP that guided strategic decisions and shifted institutional culture.

Abstract: The newly consolidated Augusta University implemented an annual planning and resource alignment process to streamline procedures and integrate strategic efforts across the institution. This process fosters transparency in each unit's accomplishments, challenges, and priorities by holding annual open hearings that culminate with executive-level feedback on units’ annual plans and prioritization for fiduciary support. You will gain ideas for implementing such a process at your institution by exploring timing considerations, content of hearings, planning templates, and follow-up reporting and monitoring.

Abstract: Academic strategic planning can be difficult given the bevy of stakeholders and often multiple sets of accreditation criteria. Recognizing the limits of the traditional SWOT model, our program chose to use the Strategic Planning Engine model. The model itself is quite laborious, and to increase its usability, we simplified the environmental assessments. Our results proved to be useful and relevant, and we developed a series of feasible objectives. In this article, we describe and evaluate our experience. In comparison to SWOT, we found this process to be more objective and replicable, scalable and responsive to multiple criteria, flexible to accommodate changing strategic plans or criteria, and transparent. With that being said, we caution about the level of labor required and organization and communication needed. Finally, we recommend implementing a leadership team, a communication plan, and a plan on how to respond to uncontrollable circumstances and developing a level of comfort with limited resource allocation.

Abstract: In this second of a two-part series, the author details the progression of steps needed to complete a typical capital improvement project. There are a lot of moving parts, and the article carefully explains how each must mesh to achieve a satisfactory conclusion. Educators and administrators alike will benefit from this overview of procedures that many may not be familiar with. With this guidance, even the most complex project can be accomplished effectively and efficiently.

Abstract: The past two decades have seen great social change and both massive consolidation and expansion of institutions of higher education, clearly presenting circumstances warranting the use of formal approaches to planning. Varying planning theories, past failures and successes, and differing circumstances have generated several partially contrasting planning models to guide organizational change. Therefore, institutions of higher education have a variety of such approaches from which to choose. This article presents a case study illustrating the use of several approaches to planning that is distinctive because it relies heavily upon experience-based planning, examples of which are unfortunately lacking in the literature base.

Abstract: As colleges and universities plan efforts to improve financial reporting and analysis, which often entail making costly investments in new systems and tools, they should first evaluate whether to redesign the institution’s chart of accounts. The chart of accounts is the DNA of financial reports and is used to track financial activity across the institution. This article proposes a planning, evaluation, and design process for a new chart of accounts and identifies key considerations for leaders undertaking this effort.

Abstract: This article presents a range of approaches for linking budgeting to planning. After briefly discussing the natures of planning and budgeting, it presents four conceptual categories of ways to link the two. The article defines these as structural, adaptive-incremental, devolved, and holistic/advanced. No one approach will be correct for all institutions. Even where there is a system in place to link planning and budgeting, this is unlikely to be enough unless there is firm, skilled, aligned, and distributed leadership to keep the system on track toward institutional goals.