Learning Resources

Abstract: Institutional data trends over time is important to show progress or areas of concern. It can be equally important to compare oneself to like institutions. Have you ever thought about how a peer group gets determined? If you have a peer group, have you ever wanted to evaluate the group using data? You will learn an approach for developing a data-informed peer group and how benchmarking with a peer group can inform your institution's governing board and be linked to mission.

Abstract: Benchmarking surveys assist programs with measuring performance and are widely used in a variety of organizations and disciplines, including institutions of higher education. One challenge facing institutions concerns a lack of shared metrics among those with similar programs. This article details the history and creation process of developing a benchmarking survey for an international academy. The purpose is to highlight the need for shared metrics between institutions, and to provide an account of the approach used for developing a benchmarking survey for academic programs. A detailed narrative of survey creation, refinement, and data collection associated with four survey iterations is included. Recommendations are provided for benchmarking development processes that may be beneficial for various institutions and disciplines regarding survey development, survey deployment, and survey project team composition.

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: Planners and institutional leaders need to understand the relevance of digital capabilities and IT capacity as they relate to student success. This session will improve your understanding of digital capabilities needed to achieve student success and discuss how you can inform integrated planning efforts with IT benchmarking data. You will learn how to assess your institution’s digital capacity for student success technologies so you can affect costs and improve outcomes with new analytics tools and services.

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: 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.

Abstract: A budget model shapes the way a campus operates in a fundamental way. Redesigning a campus budget model could actually happen relatively quickly from a technical standpoint. However, extensive engagement, collaboration, and conversation are key to a successful implementation. In this article, the authors chart the budget model redesign process at UC Riverside, which followed a uniquely grassroots approach. Changing the budget model at UC Riverside was about changing mind-sets, incentives, and behaviors—not just about the numbers. UC Riverside’s phased approach to its redesign process may be instructive to other higher education institutions considering undertaking such a major change initiative.