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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
April 1, 2013

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Connecting Your Institution’s Achievements to Demonstrate a Culture of Compliance

Achieving the goals of a strategic plan will provide an institution with directly correlated evidence of compliance.

From Volume 41 Number 3 | March–May 2013

Abstract: Institutions of higher learning are under continuous demand to provide data-based evidence that is responsive to state-mandated education requirements as well as federal and regional accreditation standards. Using project management techniques, a relational matrix will help to identify available documentation (such as policies, assessment results, audit reports, and data warehouse reports) and any gaps in evidence needed that may then be used to begin collaboration toward improving an institution’s culture of compliance. A matrix also shows the linkage between organizational ownership and the requisite actions that contribute to accomplishing goals that may serve as supporting evidence in addressing external requirements.

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Planning for Higher Education Journal

Published
January 1, 2013

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Reference Group Formation Using the Nearest Neighbor Method

A case study is used to demonstrate this robust and flexible methodology for identifying reference institutions for benchmarking.

From Volume 41 Number 2 | January–March 2013

Abstract: The management of change and the evaluation of performance outcomes in higher education are most successful when a set of reference institutions against which to benchmark is identified. This article discusses a method by which a focal institution can identify other institutions that are most similar to itself. This methodology identifies the nearest institutional neighbors using a balanced set of measures from the Integrated Postsecondary Education Data System (IPEDS). A case study is used to demonstrate the methodology. Readers will find this methodology to be robust and flexible, as well as easy to understand and explain to others. It is a hybrid method that integrates judgment and analytical techniques.

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Planning for Higher Education Journal

Published
July 1, 2010

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Benchmarking 10 Major Canadian Universities at the Division Level

A Powerful Tool for Strategic Decision Making

Proulx reports on the continuing, decade-long exchange of data and benchmarking among Canada’s most research-intensive universities.

From Volume 38 Number 4 | July–September 2010

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Planning for Higher Education Journal

Published
January 1, 2010

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Creating and Sustaining a Culture of Assessment

The guiding principles of institutions that have established a culture of assessment can be described as internally driven.

From Volume 38 Number 2 | January–March 2010

Abstract: Many institutions of higher education develop assessment systems to demonstrate evidence of value added and to meet accreditation requirements. The sustainability of such assessment systems is usually defendant on creating a culture of assessment, which entails establishing shared values and principles and implementing practices designed to meet organizational goals. A survey of 119 assessment professionals revealed both the challenges and facilitating factors in creating and sustaining a culture of assessment. This article presents the survey results organized by an institution’s stage of development in establishing a culture of assessment: beginning, progress, or maturation. The article also provides specific examples to help institutions move along the continuum or improve their current practices and concludes with a discussion of policy implications

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Planning for Higher Education Journal

Published
April 1, 2009

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Closing the Loop

Linking Planning and Assessment

What can be done about the disconnect on most campuses between planning processes and assessment processes?

From Volume 37 Number 3 | April–June 2009

Abstract: Institutions often engage in elaborate assessment and planning processes that have little or no relationship to each other. Highly effective institutions are characterized by strategic planning activities that are intentionally informed by assessments of both student learning outcomes and the extent to which human and fiscal resources are being maximized in support of teaching and learning. This article examines specific assessment strategies and ways of using those assessments to inform planning at a college or university.

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Planning for Higher Education Journal

Published
October 1, 2008

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Changing Minds in Higher Education

Students Change, So Why Can’t Colleges?

The problem today is that when students change, colleges don’t have to because they camouflage and conceal the evidence that could guide change.

From Volume 37 Number 1 | October–December 2008

Abstract: College students have changed dramatically, and the skills needed for productive employment have changed as well. But colleges and universities have been slow to respond, often innovating in only small ways while leaving the core practices of undergraduate education the same. This article examines the barriers to transformational change in higher education in five categories: structure, information, incentives, finance, and culture. It suggests that the initial approach to overcoming these barriers involves generating better information in the form of feedback concerning student learning processes and outcomes.

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