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Your Higher Education Planning Library

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ebook

Published
July 21, 2022

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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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Planning for Higher Education Journal

Published
April 26, 2022

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The Future of Planning is . . .

. . . Aligned, Integrated, and Collaborative Institutional Effectiveness

By: Michael Ben-Avie, PhD; Kimberly K. Daugherty, PharmD; Lina Di Genova, PhD; Justin P. Hoshaw, MS; Erin M. Isaacson, MA; Nicholas R. Santilli, PhD; Megan Schramm-Possinger, PhD; and Robert Wilkinson, DEd

IE professionals are both translators and integrators—and universities need these people who know how to interpret the data. Within the context of an IIE office, they assist in developing data-informed strategic plans, financial forecasts, enrollment plans, and other assessments of institutional efficacy.

From Volume 50 Number 3 | April–June 2022

Abstract: The institutions that will thrive in the future will be those that use high-quality, relevant mission-driven data as part of their strategic, integrated planning process. Because of this it is imperative to create integrated institutional effectiveness (IIE) offices that serve as the connective tissue among all units within a college or university. The data and expertise of institutional effectiveness can be leveraged to benefit the institution as a whole. In this article, we discuss the value of creating an IIE office and challenges associated with a centralized infrastructure.

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Conference Recordings

Published
July 16, 2021

2021 Annual Conference | July 2021

Developing Shared Metrics to Guide Multi-level Institutional Planning

By: Megan Blackwelder, Northwestern University | Shoshannah Cohen, Northwestern University | Amit Prachand, Northwestern University

This session will focus on the development and use of consistent metrics through the program review process and other key university processes to support integrated planning at the department, school, and university levels.
Abstract: This session will focus on the development and use of consistent metrics through the program review process and other key university processes to support integrated planning at the department, school, and university levels. Using coordinated data at multiple levels of an institution can better inform both strategic planning and budget decisions. We'll share successful examples from Northwestern University that you can apply at your institution, including school-level dashboards that inform the annual strategic planning process as well as department-level planning.

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Conference Recordings

Published
July 16, 2021

2021 Annual Conference | July 2021

Actionable Data

Creating Unit-level Dashboards to Drive Institutional Performance

By: Nasrin Fatima, Binghamton University

This session will share how Binghamton University has established an integrated data collection and tracking process and the ways in which the pandemic has affected this process and shifted institutional priorities.
Abstract: Although many institutions have clear processes for collecting data at the institutional level, we often overlook unit-level data collection aligned with institutional metrics, resulting in hindered outcomes. In order to achieve institutional outcomes, we must collect actionable data on key performance indicators at different unit levels. This session will share how Binghamton University has established an integrated data collection and tracking process and the ways in which the pandemic has affected this process and shifted institutional priorities. Come learn from examples of departmental-, divisional-, and institutional-level dashboards and find out how to use them to inform planning and improve performance.

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Conference Recordings

Published
July 15, 2021

2021 Annual Conference | July 2021

Don’t Get Me Started

Launching Integrated Planning Through Crises and Change

By: Brian Berry, University of Arkansas at Little Rock | Erin Finzer, University of Arkansas at Little Rock

This session will address the university's setbacks, challenges, opportunities, and solutions in launching a shoestring integrated planning process amidst multiple crises.
Abstract: In the midst of post-COVID enrollment and financial troubles the University of Arkansas at Little Rock learned to leverage planning and accreditation to build community and resilience. This session will address the university's setbacks, challenges, opportunities, and solutions in launching a shoestring integrated planning process amidst multiple crises: retrenchment, restructuring, leadership changes, an accreditation visit, COVID, and new enterprise resource planning (ERP) software. Find out how your institution can apply out concrete, low-cost, real-life strategies for initial integrated planning initiatives as well as respond to common setbacks and pitfalls in a VUCA context.

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Conference Recordings

Published
July 13, 2021

2021 Annual Conference | July 2021

A New Plan for Building Green

By: Casey Collins, Duke University | Leanora Paniccia, Atelier Ten

This session will focus on the next step in the evolution of green building and provide a comprehensive sustainability framework for responsible development with a holistic view of the campus and community wellbeing.
Abstract: LEED is not always suited to campus-wide, long-term perspectives on building development and carbon emissions reductions. It can often result in a more expensive process that misses the mark on achieving realized savings, leading universities to shift away from LEED. This session will focus on the next step in the evolution of green building and provide a comprehensive sustainability framework for responsible development with a holistic view of the campus and community wellbeing. Come learn how you can use this improved planning process for green building by outlining rigorous sustainable design standards and integrating operational tracking to examine facility performance.

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Conference Recordings

Published
July 12, 2021

2021 Annual Conference | July 2021

Strategic Resource Allocation

More Important Than Ever Before

By: Larry Goldstein, Retired, Campus Strategies, LLC

This session will focus on a proven process for fairly and holistically evaluating all current academic programs and support functions to assess their value and contribution to institutional success.
Abstract: Many institutions will not change their mission because of the pandemic, but they will need to change their approach to fulfilling that mission. This session will focus on a proven process for fairly and holistically evaluating all current academic programs and support functions to assess their value and contribution to institutional success. Reallocating resources is difficult in the best of times and performing this function under financial distress is exponentially tougher. Come learn how you can apply our collaborative approach at your institution to make this process more manageable and achieve better outcomes.

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Tool

Published
April 20, 2021

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Reviewing and Updating Your Mission Statement

By: Nicholas R. Santilli, PhD, SCUP | Sadie Wutka, SCUP

This toolkit will walk you through the steps of evaluating your current mission statement, facilitating the key conversations and decisions that underpin an effective mission statement, and writing a mission statement that serves your institution.
Abstract: An effective mission statement can act as an institution’s North Star—providing a distinct, constant direction that a college or university can travel towards. But frequently, college and university mission statements are too broad, too vague, or too outdated to help institutions navigate today’s challenges and opportunities.

This toolkit will help you craft a mission statement that is both inspirational and useful. It will walk you through the steps of evaluating your current mission statement, facilitating the key conversations and decisions that underpin an effective mission statement, and writing a mission statement that serves your institution.

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Webinar Recordings

Published
April 20, 2021

A Different Kind of SMART

Using Performance-Oriented Metrics to Redefine Success in a Forward-Focused Research Lab

By: Carlos Perez Rubio, AIA, LEED AP, HERA laboratory planners | Sarah T. Smith, NCARB, LEED GA, Auburn University | Clay Stafford, HERA laboratory planners

In this presentation, we discuss how to identify and select appropriate metrics—equally focused on education and research—for evaluating “SMART” research laboratories.
Abstract: “SMART” built environments usually refer to buildings with embedded technologies that allow them to run as efficiently as possible. Yet for research institutions, that definition should be expanded beyond efficiency to include metrics that are used to quantify research productivity and accomplishments. The expected useful life of the building and individual labs, research dollars generated per square foot, intellectual property generated, and successful recruitment and retainment of researchers are but a few bottom line-oriented measures that colleges and universities use. By embracing the business side of higher education, architects can create even smarter built environments.

In this presentation, we discuss how to identify and select appropriate metrics for institutions that are equally focused on education and research. What objective and subjective measures can be considered? Are these metrics applicable in our new (hopefully) post-COVID reality? How are institutions reallocating space in this new reality? How do we redefine the future of “smart” higher education research facilities?

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Example Plans

Published
February 26, 2020

Unit Plan

Private Doctoral/Research University (Massachusetts, United States)

The ten-year goals and strategic unit plan for the chemistry department at the university.

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