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Learning Resources

Your Higher Education Planning Library

Combine search terms, filters, institution names, and tags to find the vital resources to help you and your team tackle today’s challenges and plan for the future. Get started below, or learn how the library works.

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Webinar Recordings

Published
January 18, 2023

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From Surviving to Thriving

Creating a Culture of Strategy Execution

By: Jeff Fahrenwald, MPOWR Envision | Jann Freed, JannFreed.com

Join us to learn how you can create a culture of strategy execution to prioritize tactical daily work with your institution's overall strategy, leading to greater stakeholder investment in your shared vision.
Abstract: No matter where you are in your strategy journey, a culture of strategy execution will move your institution from surviving to thriving.

This session will provide tools to assess your current culture and find opportunities for immediate improvement. Whether you're looking to achieve past strategic objectives, plan a new strategy, or evaluate your current plan, a culture of execution will improve team focus and institutional performance and effectiveness.

Join us to learn how you can create a culture of strategy execution to prioritize tactical daily work with your institution's overall strategy, leading to greater stakeholder investment in your shared vision.

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$35

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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Example Plans

Published
September 2, 2022

Supporting Document

Public Associate’s College (California, United States)

The college recently redesigned its planning and budgeting process to strengthen alignment and improve communications. This calendar depicts the timeline for that process.

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Planning for Higher Education Journal

Published
August 15, 2022

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Components of a Strategic Plan

Align Institutional Mission, Vision, and Values through the Strategic Planning Process

By: Karen E. Hinton, PhD

Each element of a strategic plan serves a purpose. But what are those purposes? And how do the elements connect?

From Volume 50 Number 4 | July–September 2022

Abstract: This excerpt is taken from Section Two of SCUP’s Second Edition of A Practical Guide to Strategic Planning in Higher Education. Section Two provides definitions of the basic components of a contemporary strategic plan and explains how they are used to create the foundation for a comprehensive institutional strategic planning process.

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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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$40

Webinar Recordings

Published
July 20, 2022

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How Do You Grow and Sustain Indispensable Planners?

By: Donald M. Norris, PhD, Strategic Initiatives, Inc. | Joseph (Tim) Gilmour, PhD, Strategic Initiatives, Inc. | Linda B. Baer, PhD, Strategic Initiatives, Inc. | Michael D. Moss, Society for College and University Planning

Institutional transformation requires more than a planner or a strategist—it requires a transformation architect. How can leaders grow and support transformation architects? The authors of Transforming for Turbulent Times: An Action Agenda for Higher Education Leaders, share three sets of actions needed to enable and empower transformation architects.

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Blog Post

Published
July 6, 2022

What Is a Bridge Plan?

(And Does Your Institution Need One?)

By: Sadie Wutka, Director of Content Strategy, SCUP

A bridge plan allows a college or university to continue to pursue defined strategic pathways during times of uncertainty or rapid, unpredictable change. It’s also a good solution for when faculty and staff are overwhelmed due to a highly volatile, uncertain, complex and ambiguous (VUCA) environment.

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Free

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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