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Your Higher Education Planning Library

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Published
June 1, 2019

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The Arc of Integrated Planning

Adopting integrated planning in higher education can feel like a daunting task. But it doesn’t have to be! Learn more about integrated planning and how the SCUP Planning Institute can help your college or university do planning better.

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Published
May 13, 2019

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Integrated Planning Glossary

Do you call it a “goal,” “objective,” or “priority”? The terms used to describe planning vary from campus to campus. That’s why it’s critical that your college or university creates a shared language around planning that everybody understands. Start here.
Abstract: Do you call it a “goal,” “objective,” or “priority”? The terms used to describe planning vary from campus to campus. That’s why it’s critical that your college or university creates a shared language around planning that everybody understands. The SCUP Integrated Planning Glossary gives you a place to start. Use our list of common planning terms and our definitions to begin conversations about your institution’s unique planning language. Updated July 2024.

Find this helpful? Creating a common language is one of the many vital points discussed in the SCUP Planning Institute workshop—designed to help you and your team move from goals to implementation together.

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Free

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Conference Presentations

Published
March 27, 2019

2019 Pacific Regional Conference | March 2019

Integrating the Educational and Facilities Master Plans

Using an integrated planning model, Pima Community College District demonstrates how to integrate educational and facilities master plans through the lens of a shared mission.
Abstract: To address compounding challenges, Pima Community College (PCC) District employed an innovative planning process by integrating the educational and facilities master plans. The results are exceeding expectations in repositioning the college. Using an integrated planning model, PCC demonstrates how to address challenges rapidly through the lens of a shared mission. No matter the scale of your institution, you will leave with knowledge needed to design your own integrated planning processes and leverage efforts to improve success rates.

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Free

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Free

Trends for Higher Education

Published
February 15, 2019

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Implications From the Internal Environment | Spring 2019

This edition focuses primarily on forces of change from inside academe that may drive further evolution in colleges and universities.
Abstract: We look through an array of different lenses to gain some perspective on issues and opportunities that appear to be on the horizon—or at our doors.

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Free

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Free

Conference Presentations

Published
October 28, 2018

2018 Southern Regional Conference | October 2018

Align Processes and Foster Collaboration to Streamline Planning Engagement

The newly consolidated Augusta University implemented an annual planning and resource alignment process to streamline procedures and integrate strategic efforts across the institution.
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.

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Free

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Trends for Higher Education

Published
September 15, 2018

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Implications of the External Environment | Fall 2018

We look through an array of lenses outside the world of higher education to gain some perspective on issues and opportunities that appear to be on the horizon—or at our doors.
Abstract: From demographics and social change to politics and technology, many trends impact planning in higher education. SCUP’s Trends for Higher Education is designed to help you and your institution make sense of the most significant evolutionary forces.

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Free

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Free

Trends for Higher Education

Published
February 15, 2018

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Evolution of Higher Education | Spring 2018

This edition focuses broadly on change in higher education.
Abstract: From demographics and social change to politics and technology, many trends impact planning in higher education. SCUP’s Trends for Higher Education is designed to help you and your institution make sense of the most significant evolutionary forces.

This edition focuses broadly on change in higher education. We look through an array of different lenses to gain some perspective on issues and opportunities that appear to be on the horizon—or at our doors.

Member Price:
Free

Non-Member Price:
Free

Trends for Higher Education

Published
September 15, 2017

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Member Price:
Free

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Free

Planning for Higher Education Journal

Published
April 1, 2017

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Integrating Board, System, and University Planning and Performance During a Period of Rapidly Declining State Funding Commitment

Even in the most difficult financial times, integrating planning and budgeting throughout the organization creates opportunities for success.

From Volume 45 Number 3 | April–June 2017

Abstract: In 2009 the Arizona University System (supporting over 130,000 enrollments) through its Board of Regents directed its board president and the presidents of Arizona State University, University of Arizona, and Northern Arizona University to create an operational plan that reflected the board’s vision, goals, and strategic directions. A primary objective was to transform the system (or enterprise) vision into concrete goals and outcomes that would directly connect to financial decision making at the system and university level. The backdrop for higher education planning and budgeting expectations included the continuation of severe reductions in state funding, rapidly increasing student tuition and fees, and a call for greater accountability. The planning processes were characterized by the integration of board and presidential discussions, inclusion of constituent debate, identification of strategic choices, and approval of outcomes focused on measuring performance. The integration ran across and within three organizations or levels that included the Arizona Board of Regents, its system administration, and the three universities.

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Planning for Higher Education Journal

Published
April 1, 2017

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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.

From Volume 45 Number 3 | April–June 2017

Abstract: The advantages of thoughtful, well-structured strategic planning and decentralized budgeting are numerous. But they bring different and sometimes conflicting perspectives to high-stakes discussions within the institution. By recognizing and preparing for these tensions, the odds increase that their potential benefits will not be eroded or eclipsed by distractions or destructive forces and they can work in harmony to help an institution accomplish its goals in an increasingly challenging environment. The author considers specific tensions and conflicts and draws on the experience of a flagship public university to suggest ways to manage these tensions and reap the benefits of both approaches.

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