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Report

Published
January 1, 2018

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P3 Performance for Higher Education

This is a SCUP Fellow Research Project Final Report for the 2016–2017 program. The researcher’s intention was to better understand P3 models and learn how they have performed, possibly generating some useful lessons for how P3 models can be applied with desired outcomes.
Abstract: Public-Private Partnership (“P3”) procurement models for built infrastructure serving higher learning institutions started to gain attention in North America in the late 1990s—mostly as an alternative approach to adding student housing at select universities and colleges. More recently, P3 models have been applied to a diverse range of higher learning projects, with some serving core academic and research functions.

Although many institutions are considering P3 approaches among their options to address emerging pressures to expand or update their facilities, their implementation is not yet common. The researcher’s intention was to better understand P3 models and learn how they have performed, possibly generating some useful lessons for how P3 models can be applied with desired outcomes.

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Planning for Higher Education Journal

Published
October 1, 2017

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Connecting the Dots

Accountability, Assessment, Analytics, and Accreditation

Calls for accountability, outcomes assessment, evidence of institutional performance, and student success must be answered by integrated planning and decision making across higher education.

From Volume 46 Number 1 | October–December 2017

Abstract: Challenging times continue for higher education: calls for more accountability, assessment of outcomes, evidence of institutional performance, relevance for life and careers, and student success. Integrated strategic planning and decision making in this ever-changing environment is critical for campus leadership. To maximize accountability, assessment, analytics, and accreditation, it is imperative for campus leaders to develop an integrated approach that begins with standard metrics, aligns with performance-based goals, and connects with accreditation requirements. Analytics, learning analytics, and learning management systems provide the crucial link to learning standards that support the reporting, monitoring, and improvement of student learning.

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Planning for Higher Education Journal

Published
July 1, 2017

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Balanced Scorecard Implementation in a School of Nursing

A Case Study Analysis

Implementing the balanced scorecard measurably improved the overall effectiveness of planning activities and increased individual involvement in and understanding of the strategic planning process.

From Volume 45 Number 4 | July–September 2017

Abstract: This article describes execution of the balanced scorecard (BSC) strategic framework in a School of Nursing (SoN). The SoN strategy map was the outcome of the development phase. The two-year implementation phase incorporated balanced scorecards that linked outcome measures to the priority strategies. Thirty-two percent of the defined outcome measures were met. Factors in adopting the BSC framework included development of a strategic plan that supports the college mission and vision, improved communication within the SoN, a united effort to institute strategies to sustain the SoN’s future, and establishment of performance indicators to measure success in achieving those strategies.

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Planning for Higher Education Journal

Published
April 1, 2017

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Responsibility Center Budgeting and Management “Lite” in University Finance

Why Is RCB/RCM Never Fully Deployed?

Despite its promise of revenue generation, cost reduction, and a host of other benefits, what is it about RCB/RCM that leads universities to deploy it only partially?

From Volume 45 Number 3 | April–June 2017

Abstract: After its first application nearly 40 years ago, responsibility center budgeting/responsibility center management (RCB/RCM) is now in place at nearly 70 major North American universities. An unstudied fact is that despite its popularity RCB/RCM is rarely deployed to its fullest extent. Instead, it usually exists in parallel with conventional planning and budget models. This study asks why, instead of fully implementing RCB/RCM, universities have chosen to apply it partially. The study finds multiple explanations. On the revenue side, some universities hold back a portion of income to create funds that are used to underwrite institution-wide strategies or subsidize mission-central academic programs that cannot be fiscally sustained under RCB/RCM. In other cases, revenue is held back to fund shared “public utility” services, while in still others the practice of holding back revenue for allocation by some other means is due to difficulty in drawing a functional line between the “academic” and the “non-academic.” On the cost side, some universities have limited the application of RCB/RCM in order to limit market behavior and forestall “fragmentation” (Burke 2007). The study points to several problems in both the practice and theory of RCB/RCM. For example, models meant in theory to complement RCB/RCM may in practice compete with it or promote monopolistic behavior.

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Conference Presentations

Published
July 19, 2016

2016 SCUP–51 Annual Conference | July 2016

Flossing

Building Healthy, Aligned Planning and Assessment Habits Prior to Accreditation Reviews

This session shares how one institution efficiently integrated and aligned planning and assessment activities with accreditation standards and cycles.
Abstract: Much like routine dental exams, accreditation reviews can create anxiety and generate short-term institutional activity that simulates long-term healthy habits. Authentic, ongoing planning and assessment aligned with accreditation standards reduces anxiety and produces successful results through holistic, efficient, and sustainable efforts. This session shares how one institution efficiently integrated and aligned planning and assessment activities with accreditation standards and cycles. We'll discuss how you can adapt a similar process at your institution so your institution can avoid redundant activities while achieving optimal institutional wellbeing.

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Planning for Higher Education Journal

Published
July 1, 2016

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Public Institution Governing Boards

The Invisible Key Factor in Diversity Planning

If diversity efforts are to have a chance on college campuses, then governing bodies have to be active players.

From Volume 44 Number 4 | July–September 2016

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Planning for Higher Education Journal

Published
July 1, 2016

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A Call to Action for Student Success Analytics

Optimizing student success should be Institutional Strategy #1.

From Volume 44 Number 4 | July–September 2016

Abstract: Student success analytics promise to dramatically improve our capacity to increase student success across the entire spectrum of the student life cycle and throughout the student experience. Institutions will move beyond institutional accountability statistics to improve performance at the level of student success processes, practices, and interventions. Ultimately, these new processes, practices, and interventions promise to enable institutions to reinvent and personalize approaches to success.
By leveraging analytics and data science, leading-edge institutions “optimize” student success for individuals and cohorts by making student success a mission-critical, overarching institutional strategy. “Student success science” is a critical ingredient in reimagining higher education. This article provides a road map for institutional leaders on how to raise their analytics IQ so that they can leverage these practices to better serve their students, improve performance, and demonstrate value.
The use of analytics is potentially a key ingredient in sense making and decision making in all aspects of institutional performance and is critical in improving student success. Enlightened higher education leaders are committing to analytics and data science that deliver active interventions that improve student success.

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Report

Published
December 15, 2015

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Peer Engagement as a Common Resource

Managing Interaction Patterns in Institutions

This research project introduces a common means for researchers in space design, education, and information science to develop principles and best practices to improve return on investment in the design of informal learning environments.
Abstract: This report was produced by the researcher awarded the M. Perry Chapman Prize for 2014–2015.

While face-to-face collaboration has been theorized to be a key element in intellectual development and cognition, no formal method of quantitative measurement has been applied to understand collective face-to-face learning in academic institutions or how patterns of interaction and individual reflection may reveal information exchange among students within educational institutions. To address this gap, this study introduces a novel tool and framework to promote the systematic study of peer collaboration for general use in education.

Results of this applied research will be useful to architects, interior designers, librarians, educators, and researchers interested in obtaining empirical evidence and applying it to the design of learning environments and the assessment of how well spaces intentionally relate to learning. This research project introduces a common means for researchers in space design, education, and information science to develop principles and best practices to improve return on investment in the design of informal learning environments.

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Report

Published
October 1, 2015

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Succeeding at Planning Survey Report

Results from the 2015 Survey of Higher Education Leaders

SCUP partnered with the Baker Strategy Group in 2015 to conduct a study with more than 2,200 leaders who plan at colleges and universities. Several themes emerged around planning challenges and how to respond, which are explored in this report.
Abstract: Succeeding at integrated planning at colleges and universities is a challenge. Many planning models do not work in higher education because they are not designed for higher education. Planning processes designed for corporations or non-profits do not account for the complex environment of higher education nor its unique challenges.

Many institutions struggle to leverage planning into lasting change because they create plans in a vacuum. They do not grasp the institution’s strategic issues or create a sound value proposition. They are not prepared for good planning.

To provide guidance on where to prioritize efforts, SCUP partnered with the Baker Strategy Group in 2015 to conduct a study with more than 2,200 leaders who plan at colleges and universities, and ran quantitative analysis on their responses. Several themes emerged around planning challenges and how to respond, which are explored in this report.

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Planning for Higher Education Journal

Published
January 1, 2015

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Maximizing Impact

Purposefully Incorporating Diversity Efforts Within Postsecondary Systemwide and Institutional Strategic Plans

Only when diversity is purposefully included in a strategic plan can true diversity strategic planning take place.

From Volume 43 Number 2 | January–March 2015

Abstract: Postsecondary institutions are increasingly becoming more diverse. To ensure that the campus culture is appreciative of such diversity, many institutions are including language in their policies and implementing programs that demonstrate their commitment to diversity. One such means for communicating institutional commitment to diversity is through the strategic plan. As the basis for establishing institutional priorities and determining which initiatives get funded, the strategic plan can reflect the institution’s true commitment to diversity by purposefully incorporating plans for diversity throughout the document. This research sought to understand what was already being done in regard to diversity and strategic planning at both the system and individual institution level so that information can be relayed about what works and has the greatest impact and therefore should be considered when developing a strategic plan that pays attention to and appreciates diversity. Findings suggest that although institutions are including diversity initiatives in their strategic plans, there needs to be greater attention paid to diversity within the strategic plan.

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