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Learning Resources

Your Higher Education Planning Library

Combine search terms, filters, institution names, and tags to find the vital resources to help you and your team tackle today’s challenges and plan for the future. Get started below, or learn how the library works.

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Webinar Recordings

Published
September 9, 2022

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Strategic Planning That’s Truly Strategic

What do strategic plans do? What does it mean to be “strategic”? These are among the questions addressed in a recent year-long study of 108 active college and university strategic plans. Hear directly from the researchers as they highlight a few important insights they discovered during their analysis, like how to avoid the many pitfalls of strategic planning and ensure a process focused on strategy and outcomes.
Abstract: What do strategic plans do? Who are they for? What does it mean to be “strategic”? These are among the questions addressed in a recent year-long study of 108 active college and university strategic plans (and the basis of the 2021 book What Makes a Strategic Plan Strategic). Hear directly from the researchers as they highlight a few important insights they discovered during their analysis, like how to avoid the many pitfalls of strategic planning and ensure a process focused on strategy and outcomes.

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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

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?)

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.

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Example Plans

Published
May 31, 2022

Sustainability Plan

Public (British Columbia, Canada)

Abstract: “In 2013 TRU established ‘increasing sustainability’ as one of its five strategic priorities for 2014-2019. This Strategic Sustainability Plan (SSP) is aligned with the university’s strategic plan, and provides a focus for TRU’s efforts toward sustainability over the same period. The SSP is comprehensive in nature, and includes more than 130 recommended strategies across four key focus areas: Operations & Planning, Advocacy & Engagement, Learning, and Administration. The SSP is intended to provide a framework for each TRU department and operational unit to incorporate sustainability initiatives into their own planning processes (the structure of the plan is illustrated on the opposing page). . . . Unlike some strategic documents, the plan takes a comprehensive approach of documenting strategies over the next 5 years. These strategies are not all the responsibility of one department or office, but rather are shared among many. This comprehensive approach will allow each office or department to see where and how it can play a role in TRU’s sustainability journey.”

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Planning for Higher Education Journal

Published
April 6, 2022

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Teetering on the Demographic Cliff, Part 3

Different Conditions Require a Different Kind of Planning

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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Planning for Higher Education Journal

Published
February 22, 2022

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Getting in the eGame

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

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.

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Conference Recordings

Published
October 5, 2021

Rethinking Research and Real Estate at UT 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.

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Conference Recordings

Published
July 16, 2021

A University’s Successful Campus Relocation Using Integrated Planning

This session will discuss how the University of Western States used integrated planning and data-informed decision making to design, build, and relocate to a new campus over a two-year period.
Abstract: In this age of rapid change, many institutions must consider reevaluating their campus facilities in major ways. This session will discuss how the University of Western States used integrated planning and data-informed decision making to design, build, and relocate to a new campus over a two-year period. Join us to discover how you can use data collection and analysis strategies combined with constituent engagement to effectively facilitate planning and implementation of adaptable student-centered learning spaces.

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Conference Recordings

Published
July 16, 2021

Actionable Data

Creating Unit-level Dashboards to Drive Institutional Performance

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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