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Example Plans

Published
November 13, 2023

Example Plan

Private Doctoral/Research University (Maryland, United States)

The research university’s 2023 strategic plan.

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Trends for Higher Education

Published
September 19, 2023

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Trends Outside Higher Education | Fall 2023

By: Apryl Motley, CAE, SASM

Outside the world of higher education, what are some of today’s key trends—and what are some implications for institutions of higher learning?
Abstract: We’ve organized Trends using STEEP: Social, Technology, Economic, Environmental, and Political. Each trend includes a brief trend summary, a footnoted source, and discussion questions to help you analyze and act on the trend.

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Planning for Higher Education Journal

Published
June 21, 2023

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Optimizing for Growth

Long-Term Planning Is Essential During an Institutional Merger, Acquisition, and/or Geographic Expansion

By: Clayton Mitchell, MS, PE, CEM, and Chuck Rudalavage, BArch, AIA, LEED AP

Thomas Jefferson University focused on culture, communications, and collaboration during a transformational period of combining institutions.

From Volume 51 Number 3 | April–June 2023

Abstract: Accurately planning long-term strategy can be a shaky task for quickly-growing organizations, especially those that desire to maintain a strong impression on their stakeholders and surrounding communities. History shows that mergers and acquisitions can negatively impact an organization’s culture, communication initiatives, and internal and external experiences. Thomas Jefferson University, a longstanding private medical research university in Philadelphia, educating scholars since 1824, in recent years merged with Philadelphia University and further expanded its footprint through the aligned Thomas Jefferson University Hospital. The authors of this article describe how to collaboratively optimize growth during a transformational period.

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Webinar Recordings

Published
May 24, 2023

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Destination 2030

The Need for Transformation Architects

By: Edward Inch, PhD, Minnesota State University – Mankato | Lynn Akey, PhD, Minnesota State University – Mankato | Linda Baer, PhD, Strategic Initiatives and Minnesota State University – Mankato

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Webinar Recordings

Published
May 10, 2023

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Insights from SCUP’s Spring 2023 Trends in Higher Education Report

Trends that Impact Higher Education Planning

By: Nicholas Santilli, Society for College and University Planning | Randy Simon, Emory University

Join Nick Santilli and Randy Simon for a conversation that will highlight the SCUP Spring Trends Report.
Abstract: Join Nick Santilli and Randy Simon for a conversation that will highlight the SCUP Spring Trends Report. This document provides an overview of the important external forces that impact institutional operations—it’s an essential tool for strategic planning, scenario planning, and contingency planning.

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Webinar Recordings

Published
April 26, 2023

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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.

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Planning for Higher Education Journal

Published
April 19, 2023

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The Fourth Industrial Revolution

Align Strategic, Physical, and Capital Planning for the Next Generation of Students

By: Jacob Guter, MPA, RA, and Doug Kozma, BSLA, PLA

Michigan Technological University used active stakeholder engagement, frequent reviews, and vigorous discussion to develop its aspirational master plan.

From Volume 51 Number 3 | April–June 2023

Abstract: Profound technological changes are occurring today, and universities need to prepare our students to work and live in this new world. Michigan Technological University (Michigan Tech) is addressing the future of technology in society, academia, and the campus through our Tech Forward Strategic Plan, a bold enrollment and retention initiative, an aggressive capital campaign, and a dynamic hiring initiative. Our aspirational campus master plan, developed in partnership with SmithGroup, an integrated design firm, integrates and supports these initiatives and goals. Active stakeholder engagement, frequent reviews, and vigorous discussion allowed us to craft a campus master plan aligning strategic, physical, and capital planning that supports and drives the university’s 2035 Vision.

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Trends for Higher Education

Published
March 15, 2023

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Trends Inside Higher Education | Spring 2023

By: Apryl Motley, CAE, SASM

Within the world of higher education, what are some of today’s key trends—and what are some implications for institutions of higher learning?
Abstract: We’ve organized Trends using STEEP: Social, Technology, Economic, Environmental, and Political. Each trend includes a brief trend summary, a footnoted source, and discussion questions to help you analyze and act on the trend.

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Planning for Higher Education Journal

Published
March 10, 2023

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Book Review: Implementing Sustainable Change in Higher Education

Principles and Practices of Collaborative Leadership

By: Marianna Kepka, MS

From Volume 51 Number 2 | January–March 2023

Abstract: Implementing Sustainable Change in Higher Education: Principles and Practices of Collaborative Leadership
by Brent D. Ruben
Stylus Publishing: Sterling, Virginia: 2022
229 pages
ISBN: 978-1642674415

How should higher education leaders take on the challenges of change? In Brent Ruben’s Implementing Sustainable Change in Higher Education: Principles and Practices of Collaborative Leadership, the author says there’s no simple approach. Instead, he encourages leaders to “understand and leverage the dynamics of change; lead collaboratively and meaningfully; engage one’s colleagues; and adopt and pursue a shared vision of organizational purpose and aspirations.”

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Planning for Higher Education Journal

Published
February 7, 2023

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Managing Change from the Murky Middle

Offering Role Structure and Support Helps Middle Managers Effectively Lead Change

By: Nicole H. Gahagan, MEd

Middle managers are often blamed for change failure and portrayed as change resisters or saboteurs. However, what looks like obstructionist behavior could actually be the observable effects of role ambiguity.

From Volume 51 Number 2 | January–March 2023

Abstract: Middle managers are often blamed for change failure and portrayed as change resisters or saboteurs. However, what looks like obstructionist behavior could actually be the observable effects of role ambiguity. Absent clear expectations, middle managers might assume their own unsanctioned change leadership path or take on no role at all because they lack understanding about their responsibilities. This article explores the complexity of middle managers’ experience, examines how middle managers at a two-year college navigated the uncertainty of their role within the context of institutional change, and provides readers with suggestions for equipping middle managers to become effective change agents.

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