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Report

Published
January 1, 2018

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P3 Performance for Higher Education

This is a SCUP Fellow Research Project Final Report for the 2016–2017 program. The researcher’s intention was to better understand P3 models and learn how they have performed, possibly generating some useful lessons for how P3 models can be applied with desired outcomes.
Abstract: Public-Private Partnership (“P3”) procurement models for built infrastructure serving higher learning institutions started to gain attention in North America in the late 1990s—mostly as an alternative approach to adding student housing at select universities and colleges. More recently, P3 models have been applied to a diverse range of higher learning projects, with some serving core academic and research functions.

Although many institutions are considering P3 approaches among their options to address emerging pressures to expand or update their facilities, their implementation is not yet common. The researcher’s intention was to better understand P3 models and learn how they have performed, possibly generating some useful lessons for how P3 models can be applied with desired outcomes.

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Planning for Higher Education Journal

Published
July 1, 2017

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Balanced Scorecard Implementation in a School of Nursing

A Case Study Analysis

Implementing the balanced scorecard measurably improved the overall effectiveness of planning activities and increased individual involvement in and understanding of the strategic planning process.

From Volume 45 Number 4 | July–September 2017

Abstract: This article describes execution of the balanced scorecard (BSC) strategic framework in a School of Nursing (SoN). The SoN strategy map was the outcome of the development phase. The two-year implementation phase incorporated balanced scorecards that linked outcome measures to the priority strategies. Thirty-two percent of the defined outcome measures were met. Factors in adopting the BSC framework included development of a strategic plan that supports the college mission and vision, improved communication within the SoN, a united effort to institute strategies to sustain the SoN’s future, and establishment of performance indicators to measure success in achieving those strategies.

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Planning for Higher Education Journal

Published
July 1, 2017

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Changing the Future of Health Care

The University of North Dakota’s New School of Medicine and Health Sciences

Designed and built for collaborative, interdisciplinary education through a highly engaged process, this building transforms health care education and health care for the entire state.

From Volume 45 Number 4 | July–September 2017

Abstract: With North Dakota experiencing a significant shortage in all health care-related fields, the University of North Dakota School of Medicine and Health Sciences replaced its aging facility with a new school in order to (1) increase enrollment by 25 percent, (2) attract and retain top-tier faculty and staff, (3) encourage inter-professional collaboration, (4) colocate all eight medical, health sciences, and basic sciences in one building, and (5) retain more in-state graduates. The facility is now a shared collaborative learning environment, the result of the university “rethinking everything” about how it delivered health sciences education.

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Planning for Higher Education Journal

Published
April 1, 2017

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Redesigning a Budget Model with a Grassroots Approach

While redesigning a campus budget model could happen relatively quickly from a technical standpoint, time spent in extensive engagement, collaboration, and conversation is key to successful implementation.

From Volume 45 Number 3 | April–June 2017

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.

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Planning for Higher Education Journal

Published
April 1, 2017

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Responsibility Center Budgeting and Management “Lite” in University Finance

Why Is RCB/RCM Never Fully Deployed?

Despite its promise of revenue generation, cost reduction, and a host of other benefits, what is it about RCB/RCM that leads universities to deploy it only partially?

From Volume 45 Number 3 | April–June 2017

Abstract: After its first application nearly 40 years ago, responsibility center budgeting/responsibility center management (RCB/RCM) is now in place at nearly 70 major North American universities. An unstudied fact is that despite its popularity RCB/RCM is rarely deployed to its fullest extent. Instead, it usually exists in parallel with conventional planning and budget models. This study asks why, instead of fully implementing RCB/RCM, universities have chosen to apply it partially. The study finds multiple explanations. On the revenue side, some universities hold back a portion of income to create funds that are used to underwrite institution-wide strategies or subsidize mission-central academic programs that cannot be fiscally sustained under RCB/RCM. In other cases, revenue is held back to fund shared “public utility” services, while in still others the practice of holding back revenue for allocation by some other means is due to difficulty in drawing a functional line between the “academic” and the “non-academic.” On the cost side, some universities have limited the application of RCB/RCM in order to limit market behavior and forestall “fragmentation” (Burke 2007). The study points to several problems in both the practice and theory of RCB/RCM. For example, models meant in theory to complement RCB/RCM may in practice compete with it or promote monopolistic behavior.

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Planning for Higher Education Journal

Published
July 1, 2016

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Public Institution Governing Boards

The Invisible Key Factor in Diversity Planning

If diversity efforts are to have a chance on college campuses, then governing bodies have to be active players.

From Volume 44 Number 4 | July–September 2016

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Report

Published
December 15, 2015

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Peer Engagement as a Common Resource

Managing Interaction Patterns in Institutions

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: 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.

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Report

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
October 1, 2015

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A Model for Creating a Campus Sustainability Plan

Institutions of higher education have a special obligation to lead sustainability efforts in order to provide the next generation of young adults with the information and tools needed to take on the challenges of the future.

From Volume 44 Number 1 | October–December 2015

Abstract: Campuses are increasingly interested in “greening” as a response to climate change, in recognition of a resource-challenged future, and based on a desire to prepare current and future generations for a world faced with new environmental, social, and economic threats. But where to start? We often look to our facilities personnel to lead the charge with energy efficiency measures and LEED-certified buildings, but how do we institutionalize sustainability and make it part of the fabric of the university? A useful tool for beginning this process or coordinating existing efforts is the creation of a campus sustainability plan that can serve as both a strategic planning document and an implementation guide with specific action items, benchmarks, and accountability strategies. This article provides a script for anyone looking to take on this task and includes a case study from a large public institution with the aim of assisting others in this endeavor and easing their transitions to more sustainable campuses.

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Planning for Higher Education Journal

Published
July 1, 2015

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Creating a New Campus Destination

The project offers preservation, building revitalization, and adaptive reuse as an alternative model for sustainable campus growth.

From Volume 43 Number 4 | July–September 2015

Abstract: Aged buildings, streets, alleys, back lots, a dense neighborhood, and historic landmarks—can these puzzle pieces add up to campus opportunities? The University of Chicago conceived an unexpected and dynamic new campus destination, gaining 150,500 sq. ft. of academic space and creating a new landscape with 36,000 sq. ft. of new open space and 60 new trees. Neighbors, aldermen, administration, and faculty shaped a campus planning process applicable to large and small colleges and universities, developed from creative and sustainable planning principles.

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