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Your Higher Education Planning Library

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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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Non-Member Price:
$50

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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Planning for Higher Education Journal

Published
November 21, 2023

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Overcoming a $90M Budget Overage in Vanderbilt University’s Residential Colleges

A Multifaceted Team Worked Collaboratively to Stem Overruns

By: David Bailey, BA, AIA, LEED AP, and Walt Massey, BA

The University, architects, engineers, strategic planning consultants, and contractor teams worked hand in hand to peel back the onion to stem the overruns.

From Volume 52 Number 1 | October–December 2023

Abstract: When Vanderbilt University began seeing signs that cost escalation, scope additions, campus requirements, and authentic Collegiate Gothic architecture for their proposed new residence halls were all pressuring the budget, a multifaceted team worked collaboratively and arduously to stem the overruns.

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Blog Post

Published
November 10, 2023

Integrated Planning at Nicolet College

Two Attendees Share Their Perspectives on the SCUP North Central 2023 Conference Presentation

By: Mai Sleem, MBA, Qatar University | Janet Lebeda, EdD, Wayne State College

During “Horizons 2025: Integrated Planning at Nicolet College,” presented at SCUP North Central 2023 Regional Conference, presenters Christin Van Kauwenberg, director of business intelligence, and Erika Warning-Meyer, chief of staff, described how the community college implemented integrated planning. Two conference attendees share the insights and ideas that resonated with them.

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Free

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Free

Tool

Published
September 20, 2023

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Integrated Planning Competencies

By: SCUP

This toolkit details the competencies—knowledge, dispositions, and skills—an individual needs to perform integrated planning in higher education.
Abstract: Build Capacity for Integrated Planning

Whether you’re preparing a committee for an upcoming planning process or simply looking for directions for your own professional development, the Integrated Planning Competencies can help you determine the knowledge, skills, and dispositions your institution needs to advance integrated planning.

Integrated planning requires building capacity in the people who do planning so they have the necessary knowledge and skills for success. But higher education institutions that focus only on developing planning-related expertise often face hurdles when they attempt integrated planning. Why? Because colleges and universities are complex environments and using an integrated planning approach in those environments requires a wide range of knowledge, skills, and dispositions. Some of the required expertise might seem obvious (like writing goals or analyzing information). But some of it may be less so—particularly expertise related to “soft” skills or human skills, like communication or collaboration.

To provide more clear and specific guidance, SCUP identified competencies—knowledge, skills, and dispositions—that individuals need for successful integrated planning. We analyzed the experiences and viewpoints of around 300 planners and higher education administrators in order to surface the competencies—both obvious and inconspicuous—that underpin integrated planning success.

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Example Plans

Published
August 8, 2023

Strategic Plan, Strategic Planning Website

Public Doctoral/Research University (Colorado, United States)

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Example Plans

Published
May 17, 2023

Bridge Plan

Public Associate’s College (Arizona, United States)

From April 2020, the institution’s president led faculty and staff in a rigorous planning and exploration process to ensure that the college remained accessible and thriving through the pandemic and beyond. This bridge plan document details the action steps resulting from that process.

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Webinar Recordings

Published
April 26, 2023

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Transform Existing Planning and Implementation Processes

An Overview of the Webinar Series and Case Study of the MCPHS School of Pharmacy-Boston

By: Robert Brodnick, Sierra Learning Solutions | Robert DiCenzo, Massachusetts College of Pharmacy and Health Sciences | Joseph (Tim) Gilmour, Strategic Initiatives, Inc. | Donald Norris, Strategic Initiatives, Inc.

Join us as a panel of experienced leaders provide an overview of a systematic approach for getting started on transformation.
Abstract: Join us as a panel of experienced leaders provide an overview of a systematic approach for getting started on transformation. The primary focus will be on how to redirect traditional strategic planning processes into ones that center on transformative and continuously adapting strategies rather than the relatively inflexible plans currently used by most institutions.

Additionally, presenters will describe how to transform existing ineffective approaches for the “implementation” of strategic plans through “orchestration.” This approach weaves together all of the ingredients needed for successful implementation—strong leadership, needed organizational capacity, necessary changes in culture, and measures to assess goal achievement.

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