Learning Resources

Transform Existing Planning and Implementation Processes

An Overview of the Webinar Series and Case Study of the MCPHS School of Pharmacy-Boston

By: Robert Brodnick, Sierra Learning Solutions | Robert DiCenzo, Massachusetts College of Pharmacy and Health Sciences | Joseph (Tim) Gilmour, Strategic Initiatives, Inc. | Donald Norris, Strategic Initiatives, Inc.

Join us as a panel of experienced leaders provide an overview of a systematic approach for getting started on transformation.

Abstract: Join us as a panel of experienced leaders provide an overview of a systematic approach for getting started on transformation. The primary focus will be on how to redirect traditional strategic planning processes into ones that center on transformative and continuously adapting strategies rather than the relatively inflexible plans currently used by most institutions.

Additionally, presenters will describe how to transform existing ineffective approaches for the “implementation” of strategic plans through “orchestration.” This approach weaves together all of the ingredients needed for successful implementation—strong leadership, needed organizational capacity, necessary changes in culture, and measures to assess goal achievement.

Institutions Mentioned: Massachusetts College of Pharmacy and Health Sciences
Planning Types: Academic Planning, Campus Planning
Tags: Adaptable Plans, Disruptive Change, Higher Ed Trends, Implementation, Leadership, Medical / Allied Health Education, Organizational Change, Planning Processes, Trends External to Higher Ed

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Example Plans

Published
January 24, 2023

Strategic Plan

Private Master’s College or University (Wisconsin, United States)

This overview describes the strategic plan’s five high-level strategies and a few tactics for each.

Planning Types: Strategic Planning
Resource Types: Strategic Plan
Tags: External Collaboration / Partnerships, Goals, Medical / Allied Health Education, New Program or Department, Workforce Development

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Social Mobility and the Graduation Rate Paradox

Can You Advance One and Avoid the Other?

By: Roy Mathew, PhD, Elsa Bonilla-Martin, PhD, Luis A Aguirre, MS, and Naoko Tsuboi, MA

By using a metric-based planning framework, researchers at the University of Texas at El Paso identified areas for institutional intervention to enhance social mobility outcomes.

From Volume 51 Number 1 | October–December 2022

Abstract: Social mobility is an emerging area of focus for higher education institutions. In recent years, we have seen a proliferation of measures related to social mobility produced by publishers, scholars, think tanks, and foundations. However, it is still unclear which social mobility measures to advance, or when to intervene to improve social mobility outcomes. We rely on a century of literature from economics, sociology, and policy analysis to identify an appropriate framework to understand higher education’s contribution to social mobility. Using the metric-based planning framework, we identify areas for institutional intervention to enhance social mobility outcomes.

Institutions Mentioned: The University of Texas at El Paso
Planning Types: Institutional Effectiveness Planning, Strategic Enrollment Management Planning, Diversity, Equity, and Inclusion Planning
Tags: Attracting and Retaining Underrepresented Students, Diversity Equity and Inclusion (DEI), Enrollment Management, Student Demographics, Student Success, Underserved Students

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Example Plans

Published
September 2, 2022

Strategic Enrollment Management Plan

Public Associate’s College (California, United States)

The college’s enrollment management plan, which prioritizes student access and success.

Planning Types: Strategic Enrollment Management Planning
Resource Types: Strategic Enrollment Management Plan
Tags: Community College, Enrollment Management, Goals, Strategies and Tactics

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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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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 Recordings

Published
October 5, 2021

2021 Southern Regional Conference | October 2021

Can a Campus Plan Drive Equity?

Wake Tech Says Yes!

By: Jennifer Amster, EYP | Jeff Carter, Wake Technical Community College | Dan Fields, EYP | Gayle Greene, Wake Technical Community College

Come find out how you can apply lessons learned and strategies from Wake Tech's inclusive master planning process to successfully respond to opportunities and challenges of diverse enrollment on your campus.

Abstract: This session will showcase best practices for successfully planning and funding higher education facilities to train future workforces, serve the community, leverage curriculum flexibility, and ensure student success, accessibility, and equity. Wake Technical Community College made a bold decision to reorganize its capital improvement plan to address inequality in an underserved population by creating a new future-forward campus. Come find out how you can apply lessons learned and strategies from Wake Tech's inclusive master planning process to successfully respond to opportunities and challenges of diverse enrollment on your campus.

Institutions Mentioned: Wake Technical Community College
Planning Types: Campus Planning
Tags: Campus Master Planning, Capital Funding, Capital Planning, Community College, Diversity Equity and Inclusion (DEI), Facilities Funding, Facilities Planning, SCUP 2021 Southern Regional Conference, Workforce Development

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Planning Types

Challenges