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Planning for Higher Education Journal

Published
December 15, 2023

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Survival of the Financially Fittest

Leverage Strategic Decision-Making and Key Financial Metrics to Achieve Financial Stability

By: Aaron Meis, EdD, and Julee Gard, EdD

Leaders must look closely at financial trends that may reveal signs of trouble—in the short or immediate term—and have the courage to act to address them.

From Volume 52 Number 1 | October–December 2023

Abstract: This article explores a methodology for assessing and managing the financial viability of private, tuition-dependent institutions as well as institutional tactics and strategies used to improve their financial strength. The resulting model will help institutions understand the trends and predictive value of key financial metrics directly impacting their liquidity and operations and how senior leadership can drive change. Institutional examples illustrate how to engage senior leadership in strategic decision-making that includes assessment of revenue growth and/or expense management.

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Blog Post

Published
August 9, 2023

6 Integrated Planning Strategies and Tips We Learned at SCUP 2023

By: SCUP

Every year at SCUP’s annual conference, over 1,000 of higher education’s leaders and innovators gather to share how they are advancing integrated planning at their college or university. Out of the wealth of tools, strategies, and tips shared at SCUP 2023, which took place earlier this month in Cleveland, here are six that stood out.

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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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Planning for Higher Education Journal

Published
August 5, 2022

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Book Review: Shared Leadership in Higher Education

A Framework and Models for Responding to a Changing World

By: Jake Julia, PhD

From Volume 50 Number 4 | July–September 2022

Abstract: Shared Leadership in Higher Education: A Framework and Models for Responding to a Changing World
Edited by Elizabeth M. Holcombe, Adrianna J. Kezar, Susan L. Elrod, and Judith A. Ramaley
Stylus Publishing: Sterling, Virginia: 2021
256 pages
ISBN: 978-1642672251

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Report

Published
July 28, 2022

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2022 Campus Facilities Inventory (CFI) Report

The 2022 Campus Facilities Inventory (CFI) report’s valuable facilities benchmarking data will help college and university leaders understand not only what they have now and how it compares, but also how things might change in the future.
Abstract: As leaders of colleges and universities continue to analyze changes today and plan their campuses for the future, the knowledge and insight from the SCUP community is critical. The 2022 Campus Facilities Inventory (CFI) report’s valuable facilities benchmarking data will help college and university leaders understand not only what they have now and how it compares, but also how things might change in the future.

The CFI report consists of two sections that provide a holistic picture of today while enabling institutions to crowdsource a vision for the future: current space use data and recent and planned changes to campus facilities.

Data are reported only in aggregate, protecting the privacy of each institution. Reporting focuses on findings and comparison tables by institution type (e.g., four-year public, four-year private, and two-year public), location (e.g., urban, suburban, rural), and size (i.e., in-person student headcount).

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Blog Post

Published
October 15, 2021

Back to The Future

Institutional Research, Then and Now

By: Karen L. Webber, PhD

October 2021 marks Planning for Higher Education’s 50th issue! To celebrate, we’re looking back at earlier articles in Planning to reflect on how things change (and, sometimes, how they don’t). Although not a totally new concept, the need for data-informed decision-making in higher education today requires contemporary knowledge and skill from institutional research (IR) colleagues. They transform data into actionable information nuanced with contextualized insights that are essential in integrated academic planning.

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Conference Recordings

Published
July 14, 2021

2021 Annual Conference | July 2021

Using SCUPs Campus Facilities Inventory (CFI) to Inform Your Integrated Planning

By: Allan Donnelly, brightspot strategy | Elliot Felix, brightspot strategy | Wayne Bottomley, California Institute of Technology | Monique Mackenzie, University of Minnesota-Twin Cities | Lora Strigens, Marquette University | Neil Sullivan, The Pennsylvania State University | Cynthia Wilder, Morgan State University

In this session, we will explore some of the findings from the 2021 CFI benchmarking and hear from a panel of institutions about changes they are making and using CFI data to inform their planning efforts.
Abstract: As colleges and universities plan for the future, they now confront unprecedented technological, demographic, social, and economic change. So, SCUP created the next generation of its Campus Facilities Inventory (CFI) to help leaders see how their campus compares to national benchmarks and understand how things might change in the future. In this session, we will explore some of the findings from the 2021 CFI benchmarking and hear from a panel of institutions about changes they are making and using CFI data to inform their planning efforts.

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Conference Recordings

Published
July 13, 2021

2021 Annual Conference | July 2021

Data-driven Space Strategies for Research-intensive Institutions

By: Kevin Bell, University of Alabama at Birmingham School of Medicine | Steve Foran, Jacobs | George Mathey, Dober Lidsky Mathey

In this session, you'll learn multiple techniques—analytical, participatory, and action-oriented—that will help you enroll stakeholders, think strategically, and act more constructively to advance space management approaches at your institution.
Abstract: Higher education planners need new ways to assess current space allocation and portfolio management practices to develop effective solutions that support future-focused research and instruction. Research institutions in particular must continually ask how they can excel and attract top talent while meeting internal, institutional, and system demands for efficiency. In this session, you'll learn multiple techniques—analytical, participatory, and action-oriented—that will help you enroll stakeholders, think strategically, and act more constructively to advance space management approaches at your institution.

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Report

Published
July 12, 2021

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2021 Campus Facilities Inventory (CFI) Report

The 2021 Campus Facilities Inventory (CFI) report’s valuable facilities benchmarking data will help college and university leaders understand not only what they have now and how it compares, but also how things might change in the future.
Abstract: As leaders of colleges and universities continue to analyze changes today and plan for the future, the knowledge and insight from the SCUP community is critical. The 2021 Campus Facilities Inventory (CFI) report’s valuable facilities benchmarking data will help college and university leaders understand not only what they have now and how it compares, but also how things might change in the future.

The CFI report consists of three sections that provide a holistic picture of today—while enabling institutions to crowd-source a vision for the future: Current space use data, anticipated changes to space, and qualitative space changes.

Data are reported only in aggregate, protecting the privacy of each institution. Reporting focuses on findings and comparison tables by institution type (i.e., four-year public, four-year private, and two-year public), location (i.e., urban, suburban, rural), and size (i.e., enrollment, ­ 20,000).

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Conference Recordings

Published
October 19, 2020

2020 North Central Regional Conference | October 2020

The Planning Continuum

How Campus Plans Inform Purposeful Decision Making

By: Jessica Leonard, Associate Principal, Ayers Saint Gross | Michael Gulich, Director, Campus Master Planning and Sustainability, Purdue University-Main Campus | Marion Underwood, Dean, Purdue University, College of Health and Human Sciences

We’ll discuss how Purdue University’s culture of continuous planning leverages data, facility information, and design to engage new stakeholders, implement a campus-wide vision, and fast-track decision making.
Abstract: Academic life is closely tied to space and conversations about space reveal much about our priorities and personalities. Having a plan can help facilitate these conversations around a shared vision. We’ll discuss how Purdue University’s culture of continuous planning leverages data, facility information, and design to engage new stakeholders, implement a campus-wide vision, and fast-track decision making. The world of planning is changing, so come learn how creating the right scope to achieve the desired outcomes and inform decision making is critical for establishing a planning continuum on your campus.

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