Learning Resources

Abstract: “Integrated strategic planning” is a much more collaborative process in its development and execution than the practice of the executive team and/or a consultant simply drafting a plan with the expectation that it will be implemented by others. In this article, the author recounts her unique experience in going through the strategic planning process twice in the same stressful environment of an educational institution beset by financial, cultural, and accreditation challenges. The first plan was unsuccessful because it did little to engage institutional stakeholders as the board and administration did what they separately believed was best. It was drafted by the author in her capacity as an outside consultant and according to the instructions of the then executive team. On the second occasion, the prior president had been replaced by the author. As the new leader of the institution, the author used an integrated planning process. The result was a more meaningful plan as the stakeholders worked together and held each other accountable in its development and execution, leading to a turnaround that saved the school and surprised the community.

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: Colleges and universities typically do not gather routine feedback from community stakeholders, despite the fact that various organizations dedicated to the advancement of higher education continually have clamored for campus representatives to be more responsive to members of host communities. Recent petitions for “deep culture” change within academia—in combination with recent methodological advances in efforts to understand town-gown relationships—provide a comprehensible set of motives and details for institutions to become more fully engaged in the process of collecting systematic information from community members. A review of recent efforts to conceptualize and measure town-gown relationships using a tool known as the Optimal College Town Assessment (OCTA) is provided. After reviewing results from a previous study that piloted the OCTA tool, qualitative data gathered from a subset of community stakeholders in that original sample are presented and analyzed. The resulting themes are described and discussed in the context of enhancing evidence-based campus planning efforts that meet the call for greater higher education responsiveness.

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: This article outlines the conception and creation of the Dornsife Center for Neighborhood Partnerships at Philadelphia’s Drexel University. It details the university’s goal of becoming an academic leader in civic engagement through the transformation of an off-campus site of existing historic structures into a center for outreach services.
The discussion of the center’s implementation is divided into four sections to present a comprehensive description of its planning process, funding, and design:
- Planning for community engagement
- The idea: developing an extension center at a private urban university
- Creating a physical hub for neighborhood engagement
- Planning the facility
The article closes with a report on early outcomes that have been identified: the introduction of community dinners, the creation of a stakeholder advisory council, and the establishment of volunteer committees that are planning to host a visioning event that will feature a creative building process along with an opportunity for participants to review and revise the vision and goals outlined during the original planning process.

Abstract: A university’s strategic plan sets out its intent to reach higher, innovative levels to be considered prominent, a market leader, or universally recognized for excellence. By engaging employees as “owners” they can actively manage the forces and operational processes during plan implementation, monitoring, and controlling. Working with data-based performance metrics aids employees—and even students— in decision-making to evaluate options that affect performance thereby influencing the outcome. This session provides insight into KSU’s approach on engagement across the university.

Abstract: During a discussion exploring a proposed campus center renovation at Rollins College, a dialogue emerged about the institution’s plan, facility functions, and ultimate student life experience. To capture this dynamic exchange, the design team created a strategic visioning exercise—“Bubble Goo”—to better understand the relationship of the proposed renovation to other “neighborhood” buildings. In this article, the authors unveil this successful new collaborative approach to long-term planning and space allocation and explore the significance and benefit of understanding every campus building, their individual functions, and how to create meaningful and strategic connections.

Abstract: Very few, if any, organizations operate with anything remotely resembling clockwork precision. As for stability, many organizations need to regularly adapt new practices just to maintain their status quo. Higher education institutions, perhaps more than other organizations, need to consistently practice adaptability to remain competitive and relevant. SCUP Planning Institute faculty trainer, Robert P. Delprino, has drawn on his education, professional life, and experience as an institute faculty member to write a book every planner should read.

“Change is a people process; the strategic planning process is not a solitary activity but one that involves a number of players. Its success depends on the individuals and groups who participate in the plan’s development, application, and evaluation.”

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