Learning Resources

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.

Planning Types: Strategic Planning
Tags: Change Management, Implementation, Leadership Attitude Toward Planning, Organizational Change, Organizational Culture

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Book Review: How to Implement Your Campus Strategic Plan

A Practitioner’s Guide

By: Kyle Kaalberg, PhD

From Volume 51 Number 1 | October–December 2022

Planning Types: Strategic Planning
Tags: Alignment, Implementation, Organizational Change

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Conference Recordings

Published
November 2, 2022

2022 Mid-Atlantic Regional Symposium | November

Reckoning with Entangled Histories

Higher Education and Slavery

By: Fanchon (Chon) Glover, College of William and Mary | Amber Hall, College of William and Mary | Samuel Hayes, College of William and Mary | Ben Carton, George Mason University | Wendi Manuel Scott, George Mason University | Cathy Pinskey, George Mason University | Dereck J. Rovaris, Sr., St. Mary's College of Maryland | Maurice Schlesinger, St. Mary's College of Maryland | Louis Nelson, University of Virginia | Alice Raucher, University of Virginia | Stephanie Wolfgang, Perkins&Will

In this symposium, four institutions will share their approaches to these complicated questions and how they’re continuing the conversation around the legacy of slavery on their campuses.

Abstract: American higher education institutions have a long, complex history with slavery that shouldn’t be ignored. Reckoning with these historical ties—from slave-owning namesakes to the enslaved laborers who constructed campus buildings—generates difficult questions for colleges and universities:

How do we honor those who were enslaved?
How do we recognize our role in the history of slavery as a means of learning from the past to guide our future?

In this symposium, four institutions will share their approaches to these complicated questions and how they’re continuing the conversation around the legacy of slavery on their campuses.

Institutions Mentioned: College of William and Mary, George Mason University, St. Mary’s College of Maryland, University of Virginia-Main Campus
Planning Types: Campus Planning, Diversity, Equity, and Inclusion Planning
Tags: Diversity Equity and Inclusion (DEI), Facilities Design, Facilities Planning, Historic Preservation, Landscape / Open Space, Placemaking, Racial Equity, SCUP 2022 Mid-Atlantic Symposium | November, Student Engagement

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$65

Examining Naming Issues on Campus

By: Erin Johnson, MS, Rutgers, The State University of New Jersey

This is a SCUP Fellow Research Project Final Report for the 2020–2021 program. This report summarizes the specific cases of US institutions that addressed a problematic building or facility naming issue between 2014 and 2021 and what each of them chose to do when faced with this challenging decision.

Abstract: From 2015–2018, amidst a period of heightened activism on campuses and broader societal change, institutions of higher education renamed and de-named campus buildings with namesakes whose legacies were seen to conflict with institutional missions and community values and harmful to members of the campus and surrounding communities. In 2020, the push for addressing problematic namesakes grew exponentially, expanding beyond buildings and postsecondary education.

Effectively managing naming issues on campus and the expectations and interests of internal and external stakeholder groups is challenging, emotional, and time consuming work that has a lasting impact on the physical campus as well as institutional legacy. This research report summarizes the specific cases of US institutions that addressed a naming issue between 2014 and 2021 and what each of them chose to do when faced with this challenging decision.

Planning Types: Campus Planning, Diversity, Equity, and Inclusion Planning
Tags: Diversity Equity and Inclusion (DEI), Facilities Planning, Higher Ed Trends, Historic Preservation, Original Research, Placemaking, Racial Equity

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Campus Historic Preservation and Adaptive Reuse

Leverage These Tools to Achieve Your Planning and Sustainability Goals

By: Meaghan Finney, MS, and Michael Patrick, M.Arch, AIA, NCARB, LEED AP

By integrating historic buildings into your campus planning, their continued reuse can help solve some of the specific challenges facing university planners today.

From Volume 50 Number 4 | July–September 2022

Abstract: Historic campus buildings are often perceived as a burden, but by integrating them into your campus planning, their continued reuse can help solve some of the specific challenges facing university planners today, specifically in the context of sustainability. There are numerous case studies that demonstrate the successful adaptive reuse of varied campus buildings as well as an undeniable body of evidence showing the benefits of such an approach in working toward carbon neutrality. As long-term stewards of their built environments, colleges and universities are uniquely positioned to realize enduring savings from investing in the energy performance of existing buildings.

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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

Example Plans

Published
May 31, 2022

Sustainability Plan

Public (British Columbia, Canada)

Abstract: “In 2013 TRU established ‘increasing sustainability’ as one of its five strategic priorities for 2014-2019. This Strategic Sustainability Plan (SSP) is aligned with the university’s strategic plan, and provides a focus for TRU’s efforts toward sustainability over the same period. The SSP is comprehensive in nature, and includes more than 130 recommended strategies across four key focus areas: Operations & Planning, Advocacy & Engagement, Learning, and Administration. The SSP is intended to provide a framework for each TRU department and operational unit to incorporate sustainability initiatives into their own planning processes (the structure of the plan is illustrated on the opposing page). . . . Unlike some strategic documents, the plan takes a comprehensive approach of documenting strategies over the next 5 years. These strategies are not all the responsibility of one department or office, but rather are shared among many. This comprehensive approach will allow each office or department to see where and how it can play a role in TRU’s sustainability journey.”

Planning Types: Campus Planning, Sustainability Planning
Resource Types: Sustainability Plan
Tags: Academic Planning, Alignment, Building (or Writing) the Plan, Energy Efficiency and Conservation, Energy Infrastructure, Engaging Stakeholders, Facilities Planning, Goals, Governance, Health and Wellness, Implementation, Leadership in Energy and Environmental Design (LEED), Operational Planning, Strategies and Tactics, Sustainability (Environmental), Transportation and Parking

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Teetering on the Demographic Cliff, Part 3

Different Conditions Require a Different Kind of Planning

By: Bryan C. Harvey, EdD

Higher education has faced major changes for some time—COVID-19 accelerated that volatility—and now we’re anticipating the demographic downslope in student enrollment. How and when should institutions mobilize for the difficult work of planning in the face of wrenching change?

From Volume 50 Number 2 | January–March 2022

Abstract: Part 1 of this series described a major contraction in the pool of college-going 18-year-olds that will reverse decades of growth and stability for higher education. Part 2 explored how we can shape a planning context that supports success in the coming 10 or 20 years. Part 3 suggests how our approach to planning must shift to prepare for abrupt change.

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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.

Tags: Change Management, Consensus Building, Engaging Stakeholders, Implementation, Planning Processes, SCUP 2022 Mid-Atlantic Regional Conference

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Teetering on the Demographic Cliff, Part 2

Turning Away from the Challenge Is the Riskiest Strategy of All

By: Bryan C. Harvey, EdD

Higher education has faced major changes for some time—COVID-19 accelerated that volatility—and now we’re anticipating the demographic downslope in student enrollment. How and when should institutions mobilize for the difficult work of planning in the face of wrenching change?

From Volume 50 Number 1 | October–December 2021

Abstract: Part 1 of this series described a major contraction in the pool of college-going 18-year-olds that will reverse decades of growth and stability for higher education. Drawing on the path-breaking analysis of Carleton College economist Nathan Grawe, it outlined how widespread but variable the change will be, and discussed some of the effects—on enrollment, revenue, facilities, staffing, and more—for which colleges and universities should be preparing. This Part 2 explores these implications: How can we shape a planning context that supports success in the coming 10 or 20 years? What attitudes and skillsets will remain useful, and what may need to change?

Planning Types: Strategic Enrollment Management Planning
Tags: Cost of Higher Ed, COVID-19, Demographics, Enrollment Management, Funding, Resiliency, Shrinking Pool of Potential Students, Student Demographics, Trends External to Higher Ed, US

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Planning Types

Challenges