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Your Higher Education Planning Library

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  • Challenge: Engaging Stakeholdersx
  • Tags: Planning ProcessesxDiversity Equity and Inclusion (DEI)xMedical / Allied Health FacilityxLearning Environmentsx

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Webinar Recordings

Published
September 9, 2022

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Strategic Planning That’s Truly Strategic

By: Aimee Hosemann, PhD, RHB | Rob Zinkan, EdD, RHB

What do strategic plans do? What does it mean to be “strategic”? These are among the questions addressed in a recent year-long study of 108 active college and university strategic plans. Hear directly from the researchers as they highlight a few important insights they discovered during their analysis, like how to avoid the many pitfalls of strategic planning and ensure a process focused on strategy and outcomes.
Abstract: What do strategic plans do? Who are they for? What does it mean to be “strategic”? These are among the questions addressed in a recent year-long study of 108 active college and university strategic plans (and the basis of the 2021 book What Makes a Strategic Plan Strategic). Hear directly from the researchers as they highlight a few important insights they discovered during their analysis, like how to avoid the many pitfalls of strategic planning and ensure a process focused on strategy and outcomes.

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ebook

Published
July 21, 2022

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A Practical Guide to Strategic Planning in Higher Education

Second Edition, with New and Updated Content

By: Karen E. Hinton, PhD

A resource for anyone engaged in college or university strategic planning, and an excellent primer for planning committees. This second edition also contains new strategies for using an institution’s strategic plan during times of institutional upheaval, and additional techniques for jump-starting various parts of the planning process.
Abstract: A Practical Guide to Strategic Planning in Higher Education is a resource for anyone engaged in college or university strategic planning; it is also an excellent primer for planning committees. Using clear definitions, practical tips, and examples drawn from actual situations, this short book acts as a manual for both experienced planners and those who are new to the process. This second edition also contains new strategies for using an institution’s strategic plan during times of institutional upheaval, and additional techniques for jump-starting various parts of the planning process.

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Planning for Higher Education Journal

Published
June 8, 2022

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Seven Lessons in Inclusive Campus Design

Learn How the University of Kentucky Developed Its First DEI Facilities and Spaces Plan

By: Mary Anne Ocampo, MArch, MAUD | Mary S. Vosevich, MBA | Katrice Albert, PhD

Institutions are starting to grapple with histories of developing indigenous lands and the legacy of an able-bodied vernacular within campus design that continues to reinforce in-groups and out-groups.

From Volume 50 Number 3 | April–June 2022

Abstract: A global health crisis intersecting with a racial reckoning has led to a renewed commitment to reflect on complex histories and plan for more inclusive futures on many American campuses. Institutions, which benefitted from traditional hierarchies of power, are starting to grapple with histories of developing indigenous lands and the legacy of a western and able-bodied vernacular within campus design that continues to reinforce in-groups and out-groups. The authors are presently leading first-of-their-kind DEI planning initiatives; in this article they unpack how a public institution is meeting their past head-on to plan better futures.

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Example Plans

Published
May 31, 2022

Supporting Document

Public (British Columbia, Canada)

This green paper (a preliminary report of proposals published to stimulate discussion) introduces the primary concepts and advantages of integrated planning, designating it as the approach that will frame the institution’s upcoming strategic planning process.
Abstract: From the introduction:
“Envision TRU culminated with the approval of a new institutional vision, values and change goals. The COVID-19 pandemic has put a pause on our work towards vision realization and goals prioritization. We now are picking up where we left off. This green paper is intended to present a general outline and stimulate discussion on how Thompson Rivers University (TRU) can work towards living our new vision and achievement of our 10-year goals.”

Contents:
  • What Is Integrated Planning
  • Planning Process Model
  • Why Adopt Integrated Planning At TRU
  • Strategic Framework Approaches
  • Integrated Planning Implementation
  • How Will We Realize Envision TRU?
  • Planning, Budgeting and Assessment
  • Next Steps

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Planning for Higher Education Journal

Published
April 26, 2022

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The Future of Planning is . . .

. . . Aligned, Integrated, and Collaborative Institutional Effectiveness

By: Michael Ben-Avie, PhD; Kimberly K. Daugherty, PharmD; Lina Di Genova, PhD; Justin P. Hoshaw, MS; Erin M. Isaacson, MA; Nicholas R. Santilli, PhD; Megan Schramm-Possinger, PhD; and Robert Wilkinson, DEd

IE professionals are both translators and integrators—and universities need these people who know how to interpret the data. Within the context of an IIE office, they assist in developing data-informed strategic plans, financial forecasts, enrollment plans, and other assessments of institutional efficacy.

From Volume 50 Number 3 | April–June 2022

Abstract: The institutions that will thrive in the future will be those that use high-quality, relevant mission-driven data as part of their strategic, integrated planning process. Because of this it is imperative to create integrated institutional effectiveness (IIE) offices that serve as the connective tissue among all units within a college or university. The data and expertise of institutional effectiveness can be leveraged to benefit the institution as a whole. In this article, we discuss the value of creating an IIE office and challenges associated with a centralized infrastructure.

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Conference Presentations

Published
March 10, 2022

Case Study of New, Inclusive Process for Leading and Orchestrating Transformation

By: Joseph (Tim) Gilmour, Principal/President | Timothy Trainor, President

Higher education planners require a proven methodology for supporting their leaders as they seek to transform their institutions in the face of existential threats and challenges in the coming decade.
Abstract: Higher education planners require a proven methodology for supporting their leaders as they seek to transform their institutions in the face of existential threats and challenges in the coming decade. This session will explore how Mount St. Mary's University applied a new, highly-participative process for leading, navigating, and orchestrating institutional transformation. Come learn how this methodology provides institutional leaders with an approach for developing consensus on a promising, transformative vision for the future as well as executing major initiatives that assure its success.

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Planning for Higher Education Journal

Published
February 25, 2022

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Fully Engaged

Integrated Planning Was Leveraged to Optimize Community Participation in the University of California, Berkeley’s Campus Master Plan

By: Caitlyn Clauson, MUP, and Marissa Cheng, MArch, AICP

The most effective master plans are those that reflect the myriad voices of the institution. Engagement should be informative, inclusive, meaningful, and fun—and should be the product of an integrated process.

From Volume 50 Number 2 | January–March 2022

Abstract: The most effective master plans are those that reflect the myriad voices of the institution. We’re finding the engagement process is fast becoming as important a product of the plan as the plan itself. Engagement should be informative, inclusive, meaningful, and fun—and should be the product of an integrated process. Leveraging the University of California, Berkeley’s Campus Master Plan as a case study, this article provides a framework for developing custom engagement strategies, and highlights examples, lessons learned, and tips for optimizing meaningful participation.

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Conference Recordings

Published
July 16, 2021

2021 Annual Conference | July 2021

A University’s Successful Campus Relocation Using Integrated Planning

By: Sara Mathov, University of Western States | Rosalia Messina, University of Western States

This session will discuss how the University of Western States used integrated planning and data-informed decision making to design, build, and relocate to a new campus over a two-year period.
Abstract: In this age of rapid change, many institutions must consider reevaluating their campus facilities in major ways. This session will discuss how the University of Western States used integrated planning and data-informed decision making to design, build, and relocate to a new campus over a two-year period. Join us to discover how you can use data collection and analysis strategies combined with constituent engagement to effectively facilitate planning and implementation of adaptable student-centered learning spaces.

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Conference Recordings

Published
July 16, 2021

2021 Annual Conference | July 2021

The Process and Positive Outcomes of Indigenous Placemaking

By: Joanne Dallaire, Ryerson University | Matthew Hickey, Ryerson University

Ryerson University's experience with indigenous placemaking offers valuable, practical insights into a process that can help your institution to respect and advance indigenous cultures while balancing many other contextual factors.
Abstract: North American institutions have traditionally viewed their lands and histories through a western-oriented cultural lens. Awareness and inclusion of indigenous cultures can be useful in achieving desired outcomes for members of indigenous communities. Creating meaningful indigenous cultural recognition and inclusion on campus is as much about the process as it is the outcomes. Ryerson University's experience with indigenous placemaking offers valuable, practical insights into a process that can help your institution to respect and advance indigenous cultures while balancing many other contextual factors.

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Conference Recordings

Published
July 16, 2021

2021 Annual Conference | July 2021

Supporting the Whole Student

New Models for Integrated Learning Centers

By: Jonathan Eldridge, College of Marin | Kelly Sanford, brightspot strategy | David Schnee, Group 4 Architecture Research | Stacey Thompson, Chabot College

In this session, we’ll share how the College of Marin and Chabot College's integrated learning centers are serving changing student populations using an inclusive library design approach.
Abstract: Even as 'non-traditional' students become the norm at community colleges, too many campus spaces and services fail to meet their needs. Inclusive engagement strategies can help ensure that we design for today's students. We'll share how the College of Marin and Chabot College's integrated learning centers are serving changing student populations using an inclusive library design approach. You'll learn how incorporating inclusive engagement and outreach in your planning process can result in facilities that allow students to better navigate the 'hidden curriculum' of college life and strengthen campus cohesion.

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