Learning Resources

Abstract: The Balanced Scorecard is a planning model used extensively in business to provide direction and accountability to an organization. Despite the demonstrated success of the model, it has not been widely used in higher education. This article compares and contrasts the use of the Balanced Scorecard by two small, private colleges. The article includes examples of how the model was implemented, how it is used for cyclical improvement, and how it can be used to improve communication concerning institutional planning.

Abstract: A Guide to Planning for Change summarizes the new and emerging challenges facing leaders of colleges and universities; discusses new techniques and tools (most notably, analytics) to create an enhanced model for planning in higher education; takes the reader back through the history of planning and strategy execution in higher education by outlining its many eras and stages of development, and highlights the latest thinking and writing on the topic on integrated planning. The enhanced planning model in this book recognizes the many internal, external, up, down, and sideways forces, challenges, and opportunities facing higher education. In the end, it is the successful execution of strategy that will have a lasting impact on the institution.

Abstract: What does it take to plan for and move from a two-year to a four-year institution and implement a baccalaureate degree in applied psychology? Here’s how Kwantlen University College (BC) did it.

Abstract: This book provides insight on the higher education assessment process with an emphasis on planning and metrics. Using their extensive experience on the University of Delaware campus, the authors give numerous examples of the integrated nature of planning. Intended for anyone on campus who is involved with the planning or accrediting process.

Abstract: A strategic planning model for colleges and universities is presented which integrates competitive benchmarking and an adaptation of Hill’s manufacturing strategy model. Hill’s model is altered to focus on student-winners and is used to design programs of study and supporting services. Benchmarking is used as a key component of the planning process. This model is based on integrating program strategy with recruiting strategy to satisfy the needs of stakeholders including students, faculty and industry recruiters. A planning context is developed and a modeling example is presented. This paper responds to the need for improvements in traditional strategic planning in higher education to develop a more holistic and integrative approach.

Abstract: This article uses the results of a national study to propose several multidimensional planning models for institutional planners and researchers. It focuses on developing, supporting, and using a number of dimensions within six domains that the research study identified as important factors for inclusion in planning models. The domains are external influences on student assessment, institutional context (type, control, and size), institutional approach to student assessment, institution-wide support for student assessment, assessment management policies and practices, and uses and impacts of student assessment.

Abstract: In this article, we discuss a method for developing and writing scenarios for a college or university. We begin by reviewing the general literature on scenarios; we then detail a scenario development project at Arizona State University. This project, conducted in 1988–89, was Arizona State University's first institution-wide, futures-based planning and scenario development effort. The focus of the project for Arizona State University was planning and programming for affirmative action. An outside consultant facilitated the group-process portion of the project and instructed university staff in scenario development. Staff in the university's Office of Institutional Analysis then developed and wrote a set of three scenarios to guide the university's affirmative action programming and planning during the decade of the nineties.