Learning Resources

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.

Abstract: In times of rapid economic and technological change, how can schools continue to provide relevant educations? At leading universities in Mexico and Singapore, bold shifts in pedagogy and planning are reimagining the very core of the college experience. Their approach is simple but revolutionary—emphasize learning techniques more than industry-specific knowledge; celebrate spaces and curricula that bring people together to accomplish shared goals; and cultivate opportunities for students to positively impact their community. Through inventing the 21st-century campus, these universities are creating students who are curious, well-rounded, and ready for tomorrow—where the only certainty is change.

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.

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.

Abstract: The Glendale Community College integrated strategic planning model represents a significant paradigm shift at the institution. Rather than focus exclusively on the production of a strategic plan, the college now seeks to vertically integrate planning at the departmental, divisional, and college levels and horizontally integrate planning with resource allocation and assessment across the organization. This disruptive innovation allows the college to remain true to its mission and ensures the allocation of resources to strategic priorities linked to student success.

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.

Abstract: A reprint of the 1976 article with a new 2015 introduction by the author.

Original abstract: Drawing on his experience as Provost for Planning at West Virginia University, Raymond M. Haas deals in the following article with the importance of a proper charge to the Planning Office as a means of achieving integrated planning. He further proposes that the role of the Planning Office should be clearly coordinative in the nature--to the point where its only responsibility for actual planning should be in planning the planning process. Finally, he argues that "... integrated planning can be achieved only when planning is a regularly scheduled activity which occurs frequently, and which produces results that manifest themselves in the allocation, reallocation, and effective use of resources within the institution." The author's remarks have been adapted from his presentation at the Society's 11th Annual Conference in Washington, D.C.

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.

Abstract: Student learning takes place both inside and outside of the classroom, yet a general understanding of student-user experiences in spaces outside of a classroom and the effect of those spaces on student experiences is limited. A collaborative research project conducted by the Georgia Institute of Technology and Herman Miller, Inc., aimed to understand the modes of use and behaviors among students at the G. Wayne Clough Undergraduate Learning Commons (Clough Commons). In particular, researchers wanted to study the relationship between physical space and the user experience in that space. Researchers referred to this as the “lived experience” of Clough Commons. The research took place over the course of a semester, and methods included the application of digital ethnography tools, observation, walk-up user interviews, and analysis of existing building-use data. From our research, we developed 11 use modes that describe the user activities and behaviors in Clough Commons. The use modes are meant to help designers take a more empathetic approach to design and problem solving by understanding the lived experiences of students within physical spaces. Use modes can also uncover opportunities for improving the environment to best serve student engagement and interaction. In this article, we discuss the use modes and design recommendations from our research at Clough Commons and how they may be applicable to other learning environments.