Learning Resources

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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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.

Planning Types: Strategic Planning
Tags: Adaptable Plans, Bridge Planning, Change Management, COVID-19, Disruptive Change, Modifying the Plan, Organizational Change

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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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Getting in the eGame

Esports Streaming Gives the University of Kentucky a New Way to Grow Revenue and Recruit Students

By: Michael Stewart, BS, and Heath Price, MS

The University of Kentucky understood the importance of technology in preparing students for the digital world. With public-private partnerships, it sought opportunities to be an industry leader in leveraging that capacity for its students, faculty, staff, and the community.

From Volume 50 Number 2 | January–March 2022

Abstract: The University of Kentucky (UK) and the University of Kentucky Esports Club worked together to establish the University of Kentucky Esports Lounge. Students were surveyed on their gaming needs, and the resulting wish list (i.e., equipment selection, space configuration, furniture, etc.) fed into the decision-making process by all constituents. The project budget was derived by a larger construction project at the University that focused on student recruitment, community, and connection to the non-student demographic. The UK team ultimately planned and launched the custom facility to meet users’ particular needs—while finding a way for the University to produce an additional revenue stream.

Institutions Mentioned: University of Kentucky
Planning Types: Campus Planning
Tags: Facilities Funding, Facilities Planning, Mixed-Use, New Program or Department, Planning Processes, Public-Private Partnerships (P3), Recreational Facility, Shared Facilities, Student Life / Student Affairs, Technology

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Example Plans

Published
February 2, 2022

Example Plan

Private Baccalaureate College (Wisconsin, United States)

This short-duration strategic framework describes goals and very specific action steps to guide the institution through the current, globally tumultuous era.

Planning Types: Strategic Planning
Tags: Attracting and Retaining Underrepresented Students, Diversity Equity and Inclusion (DEI), Enrollment Management, Goals, Racial Equity, Strategies and Tactics, Student Recruitment

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Partnerships Promote Inclusion

A university and a secondary school collaborate to decrease dropout rates and increase college enrollment

By: Vibhavari Jani, MA, and Tim Murrell, EdD

Intentional planning and a competency-based, personalized learning model empowers graduate students from the architecture discipline to assist secondary students in becoming knowledge seekers and design professionals.

From Volume 50 Number 2 | January–March 2022

Abstract: American industries, professional organizations, individual companies, and higher education institutions continue to struggle to attract employees from underrepresented populations. Future-forward thinking is required to ensure a multicultural workforce. The authors, a design educator at a predominantly white, Midwestern university, and a high school principal at a multicultural urban school district, developed an intentional collaboration—partnerships between secondary and postsecondary institutions—to bridge the gap. In this article, they share strategies they developed for recruiting and retaining underrepresented students through intentional planning and design of competency-based, personalized learning models.

Institutions Mentioned: Kansas State University
Planning Types: Academic Planning, Diversity, Equity, and Inclusion Planning
Tags: Active Learning, Attracting and Retaining Underrepresented Students, Collaborative Design, Design Thinking, Diversity Equity and Inclusion (DEI), Experiential Learning, External Collaboration / Partnerships, Fine and Performing Arts Education, K–12, Student Success, Teaching and Learning, Workforce Development

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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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Book Review: Broke

The Racial Consequences of Underfunding Public Universities

By: Karen Merritt, PhD

From Volume 50 Number 1 | October–December 2021

Abstract: by Laura T. Hamilton and Kelly Nielsen
The University of Chicago Press
294 pages
ISBN-13: 978-0-226-60540-1 (cloth)
ISBN-13:978-0-226-74745-3 (paper)
ISBN-13: 978-0-226-74759 (e-book)

Institutions Mentioned: University of California-Merced, University of California-Riverside
Planning Types: Strategic Enrollment Management Planning, Diversity, Equity, and Inclusion Planning
Tags: Attracting and Retaining Underrepresented Students, Diversity Equity and Inclusion (DEI), Enrollment Management, Funding, Governmental Policies and Regulations, Public Institution, Racial Equity, Underserved Students

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Conference Presentations

Published
October 26, 2021

2021 North Central Regional Conference | October 2021

This resource is available to conference registrants only.

Engaging Faculty and Industry to Increase Workforce Capacity

By: Jeffrey Mandyck, Cuningham Group Architecture, Inc. | Albert Ray, Hollis + Miller Architects | Jeffrey Ullmann, Metropolitan Community College-Kansas City

In this session, you'll learn how you can enhance awareness of untapped populations to meet industry goals, evaluate opportunities to improve growth outcomes, and grow industry sponsorship investment through academic and equipment planning at your institution.

Abstract: Higher education must be observant to remain relevant. Institutional leadership and faculty can help close the workforce capacity gap by making meaningful connections with prospective students, the workforce, and industry partners. Metropolitan Community College (MCC) is changing their pipeline to increase workforce capacity by engaging nontraditional students in addition to re-evaluating academic and physical availability on their campus. In this session, you'll learn how you can enhance awareness of untapped populations to meet industry goals, evaluate opportunities to improve growth outcomes, and grow industry sponsorship investment through academic and equipment planning at your institution.

Institutions Mentioned: Metropolitan Community College-Kansas City
Planning Types: Campus Planning, Strategic Enrollment Management Planning
Tags: Attracting and Retaining Underrepresented Students, Facilities Planning, Public-Private Partnerships (P3), SCUP 2021 North Central Regional Conference, Workforce Development

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Conference Recordings

Published
October 5, 2021

2021 Southern Regional Conference | October 2021

Rethinking Research and Real Estate at UT Austin

By: Ryan Losch, Page Southerland Page, Inc. | Lawrence Speck, Page and The University of Texas at Austin | Yancey Young, The University of Texas at Austin

The J.J. Pickle Research Campus Plan marks an operational shift for the University of Texas (UT) at Austin, exploring mixed-use development and an integrated research environment to leverage a real estate asset and advance the university's mission.

Abstract: Research campuses are an increasingly important and integral part of innovative research development in higher education. By generating the right type of campus environment, institutions can foster successful partnerships with private entities. The J.J. Pickle Research Campus Plan marks an operational shift for the University of Texas (UT) at Austin, exploring mixed-use development and an integrated research environment to leverage a real estate asset and advance the university's mission. Come learn from multiple case studies, including UT Austin, and discuss the impact of environment, research focus, and governance structure on both the academic and financial success of a research campus.

Institutions Mentioned: The University of Texas at Austin
Planning Types: Campus Planning
Tags: Campus Master Planning, Capital Planning, Mixed-Use, New Campus, SCUP 2021 Southern Regional Conference

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Planning Types

Challenges