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Webinar Recordings

Published
September 9, 2022

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Strategic Planning That’s Truly Strategic

By: Aimee Hosemann, PhD, RHB | Rob Zinkan, EdD, RHB

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

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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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
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

By: Michael Stewart, BS, and Heath Price, MS

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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Webinar Recordings

Published
October 1, 2020

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From Academic Program Decisions to Results

Building and Managing a Robust Program Portfolio

By: Antoinette Farmer-Thompson, Deputy Vice President, Educational Outreach & Student Services, ASU University; Design Institute Expert in Residence; Former Dean and Senior Vice President, Institutional Effectiveness (Moderator) | William Massy, Professor Emeritus and Former CFO, Stanford University; Former President, The Jackson Hole Higher Education Group, Inc. | Steve Probst, Senior Partner, Gray Associates, Inc. | Nicholas Santilli, Senior Director for Learning Strategy, Society for College and University Planning (SCUP); Professor Emeritus of Psychology, John Carroll University

The decision-making process is only the beginning—how do you build a robust program portfolio in a way that ensures educational quality, financial sustainability, and meets the needs of your students? We will provide real-world examples of ways to effectively build quality online programs and courses that improve student access and retention, including performance metrics and faculty engagement.

This is part three of a three-part program series, “Integrated Planning to Build a Thriving Academic Program Portfolio.”

Abstract: This is part three of a three-part program series, “Integrated Planning to Build a Thriving Academic Program Portfolio.” These discussions will help you build a strategic and sustainable program portfolio that is mission-centered, data-informed, student-centered, and focused on growth opportunities.

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Planning for Higher Education Journal

Published
July 1, 2017

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Instituting a New Degree Program

A Case Study of University Planning

By: Robert H. Beach,Ronald Lindahl

Change in higher education rests on the skills of administrators and their knowledge of the strengths and weaknesses of various planning approaches described in this case study.

From Volume 45 Number 4 | July–September 2017

Abstract: The past two decades have seen great social change and both massive consolidation and expansion of institutions of higher education, clearly presenting circumstances warranting the use of formal approaches to planning. Varying planning theories, past failures and successes, and differing circumstances have generated several partially contrasting planning models to guide organizational change. Therefore, institutions of higher education have a variety of such approaches from which to choose. This article presents a case study illustrating the use of several approaches to planning that is distinctive because it relies heavily upon experience-based planning, examples of which are unfortunately lacking in the literature base.

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Planning for Higher Education Journal

Published
April 1, 2017

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Redesigning a Budget Model with a Grassroots Approach

By: Maria R. Anguiano, Jason Rodriguez

While redesigning a campus budget model could happen relatively quickly from a technical standpoint, time spent in extensive engagement, collaboration, and conversation is key to successful implementation.

From Volume 45 Number 3 | April–June 2017

Abstract: A budget model shapes the way a campus operates in a fundamental way. Redesigning a campus budget model could actually happen relatively quickly from a technical standpoint. However, extensive engagement, collaboration, and conversation are key to a successful implementation. In this article, the authors chart the budget model redesign process at UC Riverside, which followed a uniquely grassroots approach. Changing the budget model at UC Riverside was about changing mind-sets, incentives, and behaviors—not just about the numbers. UC Riverside’s phased approach to its redesign process may be instructive to other higher education institutions considering undertaking such a major change initiative.

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Planning for Higher Education Journal

Published
January 1, 2017

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The Creation of an Integrated Services Division to Advance University Strategic Initiatives

By: Kelli J. Armstrong,Jessica Greene,Gina M. Harvey,Michael V. Pimental

Combining the typically siloed services required to support the strategic work of universities into one department results in more effective integrated planning and institutional advancement.

From Volume 45 Number 2 | January–March 2017

Abstract: The services required to support the strategic work of universities often exist in silos, and this disconnection can impede the advancement of new initiatives. To prepare for a complex new program, a number of analytical processes need to occur—background research, environmental scans, and benchmarking. To develop the initiative, strong facilitation and project management skills are also required. To ensure the initiative’s success, careful space planning and financial planning must exist along with the development of evaluative measures to monitor progress. This article describes how one university combined these services into a single department to more effectively support the strategic work of schools, divisions, and campus-wide programs.

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Planning for Higher Education Journal

Published
October 1, 2015

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A Model for Creating a Campus Sustainability Plan

By: Helen Cox

Institutions of higher education have a special obligation to lead sustainability efforts in order to provide the next generation of young adults with the information and tools needed to take on the challenges of the future.

From Volume 44 Number 1 | October–December 2015

Abstract: Campuses are increasingly interested in “greening” as a response to climate change, in recognition of a resource-challenged future, and based on a desire to prepare current and future generations for a world faced with new environmental, social, and economic threats. But where to start? We often look to our facilities personnel to lead the charge with energy efficiency measures and LEED-certified buildings, but how do we institutionalize sustainability and make it part of the fabric of the university? A useful tool for beginning this process or coordinating existing efforts is the creation of a campus sustainability plan that can serve as both a strategic planning document and an implementation guide with specific action items, benchmarks, and accountability strategies. This article provides a script for anyone looking to take on this task and includes a case study from a large public institution with the aim of assisting others in this endeavor and easing their transitions to more sustainable campuses.

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Planning for Higher Education Journal

Published
April 1, 2013

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Conversations With Central Administration

Facilitating Communication and Partnerships in New Program Development

By: Nathan Brad Miller

Central administration is not creating curriculum; rather, it is encouraging the faculty to understand limitations and embrace broad institutional visions.

From Volume 41 Number 3 | March–May 2013

Abstract: The role of central administration in program development varies from institution to institution. Applications of shared governance, differences in state regulations, and evolving institutional procedures result in dissimilar administrative structures. This article reports on the role of central administration in new program development, as discussed by 13 senior academic officers at 12 public universities in the Carnegie Research Universities/Very High classification. The themes of fostering institutional communication and partnerships emerged in the interviews. In addition, the perceptions of the assistant provosts, associate provosts, and vice provosts responsible for the process are included.

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