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Learning Resources

Your Higher Education Planning Library

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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
July 13, 2021

2021 Annual Conference | July 2021

A Future Pathway

Leading in a Global Public Health Crisis and Social and Racial Injustice

By: Larisa Genin, Wichita State University | Eileen Strempel, University of Cincinnati-Main Campus | Elizabeth Tutelman, Temple University | Joseph Youngblood II, Thomas Edison State University

This presentation will demonstrate how leaders can surmount 2021’s obstacles by aligning strategic priorities for the future.
Abstract: Higher education experienced extraordinary challenges in 2020 and tackled them head on with agility and creativity. Transformative leadership can help our institutions thrive even in the face of a world health disaster, its attendant fiscal challenges, and systemic racial and social injustice. This presentation will demonstrate how leaders can surmount these obstacles by aligning strategic priorities for the future. Come learn how to work across boundaries, differences, and beliefs while intentionally developing the essential skills and abilities you need to strengthen your institution and community.

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Conference Recordings

Published
July 13, 2021

2021 Annual Conference | July 2021

Strategic Plan Implementation in a VUCA Environment

By: Heather Murchison, Lakehead University

In this session, we'll share how Lakehead University developed a phased strategic approach to guide implementation of its strategic plan.
Abstract: Institutions are currently operating in a VUCA environment, requiring them to manage immediate pressures while still advancing long-term goals. In this session, we'll share how Lakehead University developed a phased strategic approach to guide implementation of its strategic plan. Come learn how a revised approach can serve as a foundation to support a community-informed strategic plan implementation in a VUCA world.

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Blog Post

Published
February 22, 2021

Strategies for Engaging Faculty in Change

By: Stephen G. Pelletier

In difficult times, planning and the successful implementation of that planning requires the buy-in and support of a range of stakeholders—particularly the faculty. We interviewed Sandra Patterson-Randles, chancellor emerita and professor of English at Indiana University Southeast, to discuss how to best engage faculty in planning initiatives.

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Blog Post

Published
October 2, 2020

Planning for: Changes in Accreditation

By: Stephen G. Pelletier

Accreditation is rapidly changing, creating new challenges and opportunities for colleges and universities. We interviewed Lynn Priddy, executive advisor and provost emeritus at National American University, to discuss these challenges and opportunities and how institutions can prepare.

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ebook

Published
August 4, 2020

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Collection: Employing Accreditation to Strengthen Planning and Drive Improvement

By: Lynn Priddy (Editor)

Accreditation holds far more potential for an organization's strategic and academic planning than most colleges and universities realize. This collection of SCUP resources includes an introduction to accreditation along with examples of how institutions intentionally employ accreditation at multiple levels to strengthen planning and drive improvement.
Abstract: Too often, colleges and universities treat accreditation as a series of compliance exercises: Do we have the right data? Have we submitted the correct documents? Are we ready for a site visit? But accreditation policies and procedures can do more for your institution . . . if they are aligned with integrated planning efforts.

This collection of SCUP resources can help you take the first steps towards leveraging the accreditation process as a driver of quality and strategy. It includes:
  • A brief primer on accreditation for those new to the process
  • Insights on connecting the dots between assessment, analytics, and accreditation at your institution
  • Reflections on quality assurance efforts in developing countries and what they mean for higher education worldwide
  • An example of how one institution used accreditation to supercharge efforts towards improving retention and graduation
  • A discussion of how makerspaces can satisfy certain accreditation standards

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Conference Recordings

Published
July 20, 2020

2020 Annual Conference | July 2020

This recording is available to conference registrants and SCUP members only.

Keynote: The Empowered University

Shared Leadership for Academic Success and Crisis Management

By: Freeman Hrabowski, University of Maryland, Baltimore County | Rick Straka (Moderator), Minnesota State University-Mankato

Freeman A. Hrabowski III has led a transformation of UMBC (University of Maryland, Baltimore County) from a young, regional institution to an innovative research university. In our opening keynote, he discusses how—by taking a hard look in the mirror, understanding strengths and weaknesses, assessing opportunities and challenges, and engaging in difficult conversations—an empowered campus can innovate in course redesign, group-based and experiential learning, entrepreneurship and civic engagement, academic inclusion, and faculty diversity.
Abstract: Freeman A. Hrabowski III has led a transformation of UMBC (University of Maryland, Baltimore County) from a young, regional institution to an innovative research university. In our opening keynote, he discusses his new book, The Empowered University, which probes the ways in which an empowering culture and shared leadership enable a campus to tackle tough issues when times are good and manage challenges when crises emerge. He discusses how—by taking a hard look in the mirror, understanding strengths and weaknesses, assessing opportunities and challenges, and engaging in difficult conversations—an empowered campus can innovate in course redesign, group-based and experiential learning, entrepreneurship and civic engagement, academic inclusion, and faculty diversity.

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Webinar Recordings

Published
July 15, 2020

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Developing a Nimble and Change-Ready Planning Culture

By: Nick Santilli, Senior Director for Learning Strategy, SCUP | Larry Squarini, Vice President of Product Development, SPOL | Tony Adam, Senior Training Consultant, SPOL

Panelists Nick Santilli from SCUP and Larry Squarini and Tony Adam from SPOL discuss how integrated planning can help develop a robust culture and take a deep dive into strategic, operational, continuity, and scenario planning.

This is part three of the series, “Planning in Times of Crisis and Beyond: Reviving Your Strategic Planning Process.”

Abstract: This is the third in a series of complimentary, interactive webinars, “Planning in Times of Crisis and Beyond: Reviving Your Strategic Planning Process,” hosted by SCUP in partnership with SPOL focusing on planning for the new normal and beyond.

Our panel of experts discusses how integrated planning can help develop a robust culture and take a deep dive into strategic, operational, continuity, and scenario planning.

Recorded July 15, 2020.
Moderator: Mike Moss, President, SCUP.

This video recording is a member-only resource.
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Planning for Higher Education Journal

Published
May 8, 2020

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Promoting Engagement in Strategic Planning

Southeast Community College Used FAST Goals to Capture Stakeholder Interest

By: Paul Illich and Shawna Herwick

Creating a positive, reflective, inclusive, and transparent institutional climate facilitated improved engagement in and ownership of strategic and departmental planning. The process of using FAST goals (frequently discussed, ambitious, specifically measured, and transparent) produced constructive outcomes.

From Volume 48 Number 3 | April–June 2020

Abstract: Southeast Community College (SCC) transformed its departmental planning by embedding a cultural goal within its strategic plan. The goal focused on creating a positive, reflective, inclusive, and transparent institutional climate—through the implementation of departmental FAST goals. That goal type refers to those that are frequently discussed, ambitious, specifically measured, and transparent, which represents an alternative to the commonly used SMART goal-setting approach. This article describes how a change of climate at SCC set the stage for the conversion to FAST goals—and improved engagement in and ownership of strategic and departmental planning.

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