Learning Resources

Abstract: Literature points out that big data and analytics (BDA) still fails to positively influence institutional planning—even though it's promoted as a novel approach to improving efficiency and effectiveness. What limits the usefulness of BDA? Researchers point to a lack of conceptual models that translate information into meaningful signals. Nonsense! We're using a metrics-based planning framework that's producing remarkable outcomes. We'll share our framework and how you can apply this concept at your institution.

Abstract: On many campuses, administrative office space has expanded, taking over the center of campus and other areas that would be better served with instructional space. This session will detail The University of Texas at Austin's process for recapturing that space for student or academic use by identifying ideal locations for administrative units. We'll discuss the space utilization study we undertook, how we decided where administrative units should be relocated, and the migration plan to achieve relocations.

Abstract: Strategic planners must engage a wide variety of important stakeholders in strategic planning. Fast-paced, high-impact, productive planning retreats can achieve this goal in a one day. We will discuss how we planned and implemented an 8-hour strategic planning retreat with over 100 participants, including faculty, staff, partners, friends, and students. We will cover how we prepared both facilitators and participants, and share specific activities to engage stakeholders in strategic discussions that contribute to innovation solutions and ideas for the strategic plan.

Abstract: When St. Cloud State University found itself with too much aging infrastructure but not enough right-sized spaces or enough funding or rationale for new facilities, their comprehensive facilities planners took a deep dive into data. They used a highly inclusive process to create a CFP that guided strategic decisions and shifted institutional culture.

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.