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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
December 22, 2021

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Book Review: Campus Crisis Management

A Comprehensive Guide for Practitioners

From Volume 50 Number 1 | October–December 2021

Abstract: Edited by Eugene L. Zdziarski, Norbert W. Dunkel, and J. Michael Rollo
Routledge: Oxfordshire, England: 2021
388 Pages
ISBN-13: 978-0367333720

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Webinar Recordings

Published
November 15, 2021

Higher Education Business Models Under Stress, Part 1

Board Oversight of Finance and the Business Model: Key Indicators and Trends for Scenario Planning and Stress Testing

Join a panel discussion on business model transformation moderated by Verne Sedlacek, vice board chair of Valparaiso University with guest panelists Melody Rose, coauthor of AGB’s new book, Higher Education Business Models Under Stress, and AGB consultants Carlton Brown and Larry Ladd, experts in higher education budgeting, finance, and strategic planning.
Abstract: Securing financial viability requires an engaged board that is monitoring the right trends and campus indicators, asking the right questions of campus leaders about the institution’s finances, and doing the scenario planning and stress testing necessary to transform a business model under stress.

The governing board’s fiduciary duty to steward the institution’s financial health requires that boards and leaders consider business model transformations, and plan for a range of scenarios like mergers, affiliations, strategic partnerships, and even—when all other options are exhausted—final transformations such as campus closures when continued mission fulfillment is impossible.

This is part one of a two-part webinar series delivered in partnership between SCUP and the Association of Governing Boards of Universities and Colleges (AGB), “Higher Education Business Models Under Stress: Planning for Successful Transitions”. This series will help build your fiduciary understanding of your institution’s business model as you prepare the campus for a range of possible business transformations, from mergers, strategic affiliations, corporate partnerships, or even the ultimate scenario of a campus closure. View the recording for part two, “Graceful Business Model Transitions: Planning and Executing a College or Campus Closure”.

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Planning for Higher Education Journal

Published
November 5, 2021

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The Integrated Triad

Apply the Three Time Horizons Perspective to Planning and Governance

An integrated model of three horizons, three areas of planning, and three types of governance is presented as a framework for institutional leadership.

From Volume 50 Number 1 | October–December 2021

Abstract: The global COVID-19 pandemic has fundamentally changed the world of higher education. As institutions look to the future, beyond the end of the pandemic, significant uncertainty exists. There is little question that colleges and universities will have to do a better job at planning, and boards at governing, to flourish in the years ahead. In this article an integrated model centered around three different time horizons, three areas of planning, and three types of governance is presented. The model can serve as a framework to demonstrate how these are all related, self-reinforcing, and usable as an aid for institutional leadership.

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Conference Recordings

Published
July 16, 2021

2020 Foresight

Scenario Planning in the Age of Pandemic

In this presentation, we'll demonstrate a step by step how-to for you to apply on your own campus with a vivid description of deliverables, tools, and 'gotchas.'
Abstract: The disruptive nature of a post-COVID world provides the perfect opportunity for institutions to use scenario planning as a tool to navigate through an uncertain future. Scenario planning is especially useful for communicating external and internal trends and bridging a discussion between the most recent visioning exercise and transition. In this presentation, we'll demonstrate a step by step how-to for you to apply on your own campus with a vivid description of deliverables, tools, and 'gotchas.'

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Conference Recordings

Published
July 14, 2021

Post-Pandemic Pivots

Seizing this Moment of Opportunity

In this session, we’ll explore how to step back from moments of crisis and see them in perspective, as moments also brimming with opportunity to regroup, rethink our strategies and refocus our resources to lead.
Abstract: In turbulent times, visionary leaders and their committed crews recognize the winds of change, reset their sails and change course so they emerge in a better position than before. The global pandemic of 2020-21 has been a once-in-a-century disruption for education at all levels, which has magnified pre-existing inequities and vulnerabilities, and compressed a decade’s worth of social and technological change into a year. Even once this threat has past, many of our campuses will see recurrent disruptions from extreme weather events, other zoonotic viruses, geopolitical conflict, wildfires or flooding. We know now that business and academic continuity will demand flexible, lower density approaches and an integrated, omnichannel approach to student services, scholarship and learning. It can be challenging to step back from moments of crisis and see them in perspective, as moments also brimming with opportunity to regroup, rethink our strategies and refocus our resources to lead positive

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Conference Recordings

Published
July 13, 2021

Planning for Equity-Centered Transformation

We must abandon the traditional three- to five-year planning cycle in favor of combining a macro-planning approach with shorter-term sprints (quick-turnaround scenario planning flexibility) to meet the changing needs of our students and communities.
Abstract: A pandemic, a rollercoaster economy, and continued racial injustice require going beyond realignment, redesign, and reform to equity-based transformation. How can we effectively tear down systemic barriers in everything from student access and success to teaching and learning? What will rebuilding for transformation look like? We must abandon the traditional three- to five-year planning cycle in favor of combining a macro-planning approach with shorter-term sprints (quick-turnaround scenario planning flexibility) to meet the changing needs of our students and communities.

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Conference Recordings

Published
July 13, 2021

Strategic Plan Implementation in a VUCA Environment

In this session, we'll share how Lakehead University developed a phased strategic approach to guide implementation of its strategic plan.
Abstract: Institutions are currently operating in a VUCA environment, requiring them to manage immediate pressures while still advancing long-term goals. In this session, we'll share how Lakehead University developed a phased strategic approach to guide implementation of its strategic plan. Come learn how a revised approach can serve as a foundation to support a community-informed strategic plan implementation in a VUCA world.

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Conference Recordings

Published
July 12, 2021

Transformation in Turbulent Times

An Action Guide for Higher Education

Come learn about our framework for leading transformation, including a checklist for success, case studies in change, and resources for smart planning and strong execution.
Abstract: Higher education leaders must evolve in order to navigate the profound changes that are impacting their institutions. These challenging times require strategic foresight, transformative planning skills, and strong execution. With accelerated urgency driving the need for transformation, leaders must apply smart planning competencies to multiple campus areas in order to create a clear road map for future regeneration. Come learn about our framework for leading transformation, including a checklist for success, case studies in change, and resources for smart planning and strong execution that will help you respond to ongoing disruptive factors and plan for a thriving future.

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