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Conference Presentations

Published
July 23, 2024

Keep Focus: Improve Outcomes and Engagement With a Communications Calendar

By: Tina Dee, Director of Strategic Initiatives

Focusing on a specific goal each month increases strategic plan success.
Abstract: Focusing on a specific goal each month increases strategic plan success. Tactical discussions among stakeholders enhance ownership, identify more effective strategies, and ensure adaptations to the strategic plan as needed to meet evolving needs. This session will illustrate how aligning strategic goals with a monthly 'goal in focus' communications calendar can improve goal attainment by prioritizing focus, engagement, and ownership. Join us to find out how you can use a monthly communications calendar to achieve better outcomes for your strategic plan.

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Conference Presentations

Published
July 23, 2024

Collaboration in Strategic Resource Alignment

By: Brittany Cipollone, Director of Integrated Planning and Effectiveness | Tara Montroy, Ms.

A codified planning and resource alignment process can elevate institutional planning culture and help ensure the alignment of resources to the strategic plan. We'll show how planning and resource alignment are part of a systematic, data-informed, and integrated approach to achieving an institution's mission and vision.
Abstract: A codified planning and resource alignment process can elevate institutional planning culture and help ensure the alignment of resources to the strategic plan. We'll show how planning and resource alignment are part of a systematic, data-informed, and integrated approach to achieving an institution's mission and vision. You'll walk away from this session with templates and logistical knowledge for effective implementation of annual planning and resource alignment as a part of an institutional integrated planning process.

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Conference Presentations

Published
July 22, 2024

Lessons Learned From a Successful Strategic Plan Implementation Process

By: Christine Hoyt, Vice President for Strategy, Planning, and Analysis | Ben Pingel, Director of Strategic Planning and Communication | Eija Sumner, Communications Coordinator | Jon Walter, Assistant Vice President for System Strategy and Insight

You have a beautiful, shiny new strategic plan?
Abstract: You have a beautiful, shiny new strategic plan? Now comes the hard part of implementing it. An efficient implementation process provides direction, aligns actions, creates accountability, and accelerates goal achievement for a successful strategic plan. This session will explore lessons learned in developing an implementation process from scratch that integrates the work planners perform across multiple campuses. Join us to take an in-depth look at a successful model of strategic plan implementation and discover how you can apply a similar structure at your institution.

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Conference Presentations,Conference Recordings

Published
July 22, 2024

The Strategic Doing Methodology at Northern Michigan University

By: Ellen Koski, Institutional Researcher II-Strategic Planning Coordinator | Elizabeth Nilsen, Acting Director, Agile Strategy Lab

Many institutions face challenges in evolving traditional, and often ineffective, planning processes into fully participatory systems that use collaborative methods and techniques for improving outcomes.
Abstract: Many institutions face challenges in evolving traditional, and often ineffective, planning processes into fully participatory systems that use collaborative methods and techniques for improving outcomes. We'll illustrate how Northern Michigan University (NMU) is using Strategic Doing methodology to advance strategic action plan tactics, organize loosely connected networks, and increase collaboration and effectiveness. Come learn how to use a structured methodology with loosely affiliated cross-functional teams to drive greater results, increase accountability, and support impactful strategic plan implementation.

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Planning for Higher Education Journal

Published
June 20, 2024

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Why Strategic Plans Aren’t Working in Uncertain Times

Because Strategic Planning Should Be a Dynamic, Robust Process

By: Daniel Seymour, PhD

The author’s approach to his research-based Strategic Planning in Uncertain Times Fieldbook began with a sampling review of 50 strategic plans. What emerged was the development of an organizational learning cycle used as a template to assess the effectiveness of strategic plans on more than 250 college and university websites.

From Volume 52 Number 3 | April–June 2024

Abstract: A strategic plan is supposed to “bring the future into the present so that you can do something about it now.” Almost every college or university has such a plan because accreditors and governing boards require one. The question is: Why do so many higher education institutions seem to be unprepared when they take drastic actions (e.g., eliminating programs, cutting faculty and staff members, etc.) in uncertain times? The author studied more than 250 colleges and universities and suggests the answer in this article.

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Webinar Recordings

Published
May 29, 2024

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2023 SCUP Campus Facilities Inventory (CFI) Review

By: Allan Donnelly, Principal | Michael Darfler, Senior Strategist | Cimmeron O’Connor, Chief Strategy | Christy Jordan, Executive Director for Capital Planning and Space Management (CPSM) | Jennifer L. McCarthy, D.P.P, Executive Director of Space Management

The 2023 SCUP Campus Facilities Inventory (CFI) survey was the third iteration of the survey providing new insights about the current state of campus facilities and how institutions across the country are thinking about the future of campus and facility planning.
Abstract: The 2023 SCUP Campus Facilities Inventory (CFI) survey was the third iteration of the survey providing new insights about the current state of campus facilities and how institutions across the country are thinking about the future of campus and facility planning. This webinar will be hosted by Buro Happold Advisory (formerly brightspot strategy) SCUP’s CFI partner, and will review key findings from the survey. The hosts will then engage a panel of survey participants in a discussion about the CFI and campus planning at their institution.

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Webinar Recordings

Published
May 9, 2024

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Trends that Impact Higher Education Planning: Spring 2024

By: Jim Downey, Senior Strategy Consultant | Dale Braun, Campus Planner Emeritus

Join Dale Braun and Jim Downey for a conversation highlighting insights from SCUP’s Spring Trends in Higher Education Report
Abstract: Join Dale Braun and Jim Downey for a conversation highlighting insights from SCUP’s Spring Trends in Higher Education 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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Trends for Higher Education

Published
March 20, 2024

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Trends Inside Higher Education | Spring 2024

By: Apryl Motley, CAE

What are key movements and trends within higher education? From addressing pandemic learning loss to grappling with generative AI in the classroom, learn the forces and changes directly impacting higher education, now and in the future.
Abstract: Integrated planning prepares your institution for change by ensuring its decisions are informed by realities in the external environment.

What are key movements and trends within higher education? From addressing pandemic learning loss to grappling with generative AI in the classroom, learn the forces and changes directly impacting higher education, now and in the future.

This issue curates and summarizes 40-50 trends happening outside the world of higher education that could impact colleges and universities. Each trend includes a brief 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
December 20, 2023

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AI and HI Working

Collaborative Intelligence Can Significantly Improve Student Success

By: Linda B. Baer, PhD, and Donald M. Norris, PhD

As the AI tools get smarter and as HI skills continue to enhance planning, higher education should continue to explore what leading campuses have already accomplished.

From Volume 52 Number 1 | October–December 2023

Abstract: For the past 20 years, higher education has invested heavily in improving student success, using new data and analytics systems, tools, and practices. Improvements and progress across higher education have mostly failed to meet expectations. But the arrival of next-generation artificial intelligence (AI) provides an exceptional opportunity. By combining AI with human intelligence (HI), we can create a powerful collaborative intelligence that can be embedded in learning processes, tools, and practices, enterprise-wide. AI can accelerate the long-overdue transformation of higher education. This article describes how to combine AI and HI in collaborative intelligence to significantly improve student success.

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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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