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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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Conference Recordings

Published
July 26, 2022

2022 Annual Conference | July 2022

Weaving Planning and Accreditation Together for Action

By: Jamienne S. Studley, WASC Senior College and University Commission (WSCUC) | Lynn Akey (Moderator), Minnesota State University-Mankato

Join us for an intimate discussion with Jamienne Studley, president of WASC Senior College and University Commission (WSCUC), former college president, and deputy undersecretary of the U.S. Department of Education (2013–2016).
Abstract: Institutions will need to restructure at an unprecedented pace to achieve results vital for student success and institutional sustainability. Join us for an intimate discussion with Jamienne Studley, president of WASC Senior College and University Commission (WSCUC), former college president, and deputy undersecretary of the U.S. Department of Education (2013–2016). Synergy between strategic integrated planning and accreditation review can drive meaningful and efficient analysis in our institutions and become a catalyst for quality, continuous improvement for change, and pursuit of the results we want.

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Webinar Recordings

Published
May 19, 2022

Featured Image

The Indispensable Planner

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

Learn more about how planners can play a new, indispensable role—transformation architect—in helping their institutions transform to meet current challenges. The authors of the new book, Transforming for Turbulent Times: An Action Agenda for Higher Education Leaders, describe this transformative role, why planners are obvious candidates for the role, and the new mindset, behaviors, knowledge, and skills they will need to fulfill it.

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Conference Recordings

Published
July 15, 2021

2021 Annual Conference | July 2021

Don’t Get Me Started

Launching Integrated Planning Through Crises and Change

By: Brian Berry, University of Arkansas at Little Rock | Erin Finzer, University of Arkansas at Little Rock

This session will address the university's setbacks, challenges, opportunities, and solutions in launching a shoestring integrated planning process amidst multiple crises.
Abstract: In the midst of post-COVID enrollment and financial troubles the University of Arkansas at Little Rock learned to leverage planning and accreditation to build community and resilience. This session will address the university's setbacks, challenges, opportunities, and solutions in launching a shoestring integrated planning process amidst multiple crises: retrenchment, restructuring, leadership changes, an accreditation visit, COVID, and new enterprise resource planning (ERP) software. Find out how your institution can apply out concrete, low-cost, real-life strategies for initial integrated planning initiatives as well as respond to common setbacks and pitfalls in a VUCA context.

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Conference Recordings

Published
July 15, 2021

2021 Annual Conference | July 2021

Integrating Planning at the Organizational, Unit, and Individual Level

By: Mecca Salahuddin, Alamo Colleges

This session will demonstrate how our Integrated Performance Excellence Framework (IPEF) guides planning at multiple levels of the institution, all of which are tied to our strategic policy, plan, and processes.
Abstract: The ability to integrate planning at multiple levels—organizational, unit, and individual—strengthens our ability to formulate and implement strategies. This session will demonstrate how our Integrated Performance Excellence Framework (IPEF) guides planning at multiple levels of the institution, all of which are tied to our strategic policy, plan, and processes. You will be able to identify potential gaps and solutions within your institution's planning activities to create better alignment with your strategic plan and integrate the work at multiple levels of the organization.

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Conference Recordings

Published
July 14, 2021

2021 Annual Conference | July 2021

A Mountain Climber’s Guide to Scrambling Through Change

By: Jacqueline Ashby, University of British Columbia-Vancouver

This session will discuss how to take key climbing skills—assessing a changing environment and determining which tools, resources, and expertise are needed to manage change—and apply them to higher education.
Abstract: Solo climbing mountainous terrain is like managing change in higher education—it requires meticulous planning, considerable effort, and the ability to adapt to a changing environment. This session will discuss how to take key climbing skills—assessing a changing environment and determining which tools, resources, and expertise are needed to manage change—and apply them to higher education. It will share a framework to plan for and manage change so you can achieve your personal and professional objectives.

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Conference Recordings

Published
July 14, 2021

2021 Annual Conference | July 2021

Keynote | Michael Sorrell

By: Michael J. Sorrell, Paul Quinn College

Dr. Michael J. Sorrell is the longest-serving president in the 148-year history of Paul Quinn College. During his near 14 years of leadership, Paul Quinn has become a nationally regarded institution for its efforts to remake higher education in order to serve the needs of under-resourced students and their communities.
Abstract: Dr. Michael J. Sorrell is the longest-serving president in the 148-year history of Paul Quinn College. During his near 14 years of leadership, Paul Quinn has become a nationally regarded institution for its efforts to remake higher education in order to serve the needs of under-resourced students and their communities.

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Conference Recordings

Published
July 14, 2021

2021 Annual Conference | July 2021

Post-Pandemic Pivots

Seizing this Moment of Opportunity

By: Ken Steele, Eduvation Inc.

In this session, we’ll explore how to step back from moments of crisis and see them in perspective, as moments also brimming with opportunity to regroup, rethink our strategies and refocus our resources to lead.
Abstract: In turbulent times, visionary leaders and their committed crews recognize the winds of change, reset their sails and change course so they emerge in a better position than before. The global pandemic of 2020-21 has been a once-in-a-century disruption for education at all levels, which has magnified pre-existing inequities and vulnerabilities, and compressed a decade’s worth of social and technological change into a year. Even once this threat has past, many of our campuses will see recurrent disruptions from extreme weather events, other zoonotic viruses, geopolitical conflict, wildfires or flooding. We know now that business and academic continuity will demand flexible, lower density approaches and an integrated, omnichannel approach to student services, scholarship and learning. It can be challenging to step back from moments of crisis and see them in perspective, as moments also brimming with opportunity to regroup, rethink our strategies and refocus our resources to lead positive

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Conference Recordings

Published
July 13, 2021

2021 Annual Conference | July 2021

SCUP Fellow Presentation | Designing and Developing Mature, Mission-aligned Online Academic Courses

By: Pamme Boutselis, Southern New Hampshire University | Antoinette Farmer-Thompson, Arizona State University | Kathe Lehman-Meyer, St Mary's University | Royce Robertson, Le Moyne College

In this session, we’ll: 1) explain how process maturity and instructional design interact, 2) review basic elements of institutional missions, and 3) consider ways that mission statements get translated into instructional strategies.
Abstract: Your institutional mission is an important element of what makes your institution distinctive. The rapid expansion of online course and program development may compromise that distinctiveness if there are not mature, intentional, mission-aligned practices put in place to ensure that the mission comes to life in the online classroom. We’ll: 1) explain how process maturity and instructional design interact, 2) review basic elements of institutional missions, and 3) consider ways that mission statements get translated into instructional strategies. There are implications for institutional planning when you attempt to design and develop mission-aligned online courses and programs.

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Conference Recordings

Published
July 12, 2021

2021 Annual Conference | July 2021

Transformation in Turbulent Times

An Action Guide for Higher Education

By: Linda Baer, Linda L. Baer Consultant | Joseph (Tim) Gilmour, Strategic Initiatives, Inc. | Donald Norris, Strategic Initiatives, Inc.

Come learn about our framework for leading transformation, including a checklist for success, case studies in change, and resources for smart planning and strong execution.
Abstract: Higher education leaders must evolve in order to navigate the profound changes that are impacting their institutions. These challenging times require strategic foresight, transformative planning skills, and strong execution. With accelerated urgency driving the need for transformation, leaders must apply smart planning competencies to multiple campus areas in order to create a clear road map for future regeneration. Come learn about our framework for leading transformation, including a checklist for success, case studies in change, and resources for smart planning and strong execution that will help you respond to ongoing disruptive factors and plan for a thriving future.

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Conference Recordings

Published
July 12, 2021

2021 Annual Conference | July 2021

Building a Path Forward

Overcoming Pandemic Impacts on HBCUs

By: Anthony Brown, United Negro College Fund Inc | Troy Glover, DLR Group | Logan Hampton, Lane College | Yogesh Saoji, DLR Group | Leroy Staggers, Morris College

United Negro College Fund and HBCU college leaders will examine enrollment, instruction, student success, historic preservation, and fundraising in a post-pandemic world and explore how we can transform these challenges into successes.
Abstract: HBCUs have a tradition of providing affordable, culturally accessible higher education to minority and first-generation students as they support disadvantaged communities. The evolution of planning, partnerships, and pedagogy at HBCUs provides lessons for any stressed institution. United Negro College Fund and HBCU college leaders will examine enrollment, instruction, student success, historic preservation, and fundraising in a post-pandemic world and explore how we can transform these challenges into successes. Join the panel for an engaging discussion about physical, academic, financial, and operational strategies for reshaping and strengthening HBCUs and apply lessons learned to address diversity, equity, and inclusion at your institution.

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