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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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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

By: Bryan C. Harvey, EdD

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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Blog Post

Published
March 17, 2022

Who Are Our Planners—and What Do They Read?

By: Roy Mathew, PhD

October 2021 marked Planning for Higher Education’s 50th issue! To celebrate, we’re looking back at earlier articles in Planning to reflect on how things change (and, sometimes, how they don’t). Planning is an essential resource for all higher education administrators, planning analysts, and theorists from many disciplines. In this post, the author describes each group of planners and identifies the types of information each group can glean from the journal articles.

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Planning for Higher Education Journal

Published
November 15, 2021

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Book Review: Big Data on Campus

Data Analytics and Decision Making in Higher Education

By: Brooke L. Guelker, MA

From Volume 50 Number 1 | October–December 2021

Abstract: Edited by Karen L. Webber and Henry Y. Zheng
Johns Hopkins University Press: Baltimore: 2020
324 pages
ISBN: 978-1-4214-3903-7

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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 14, 2021

2021 Annual Conference | July 2021

SCUP Fellow Presentation | Naming Issues on Campus

An Integrated Planning Approach

By: Jonathan Holloway; Rutgers, The State University of New Jersey | Erin Johnson, 2020–21 SCUP Fellow; Rutgers, The State University of New Jersey | David Neuman, Neu Campus Planning, Inc. | Michelle Packer, University of Maryland-College Park

In this session, we’ll describe the trends, challenges, and opportunities related to re-naming and de-naming on campus.
Abstract: From 2015–2018, amidst a period of heightened activism on campuses and broader societal change, institutions of higher education renamed and de-named campus buildings with namesakes whose legacies were seen to conflict with institutional missions and community values and harmful to members of the campus and surrounding communities. In 2020, the push for addressing problematic namesakes has grown exponentially, expanding beyond buildings and postsecondary education. Effectively managing naming issues on campus and the expectations and interests of internal and external stakeholder groups is challenging, emotional, and time consuming work that has a lasting impact on the physical campus as well as, institutional legacy. We’ll describe the trends, challenges, and opportunities related to re-naming and de-naming on campus.

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Planning for Higher Education Journal

Published
January 11, 2021

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Breaking Barriers

A Collaborative Approach to Problem-Solving Created a Culture of Campus Innovation

By: Denise M. Overfield, PhD, Janet Pilcher, PhD, and Amber M.K. Smallwood, PhD

The University of West Georgia, toward dismantling silo thinking and promoting a sense of ownership within the workplace, formed a cross-divisional group: The Barriers Team. It was part of an initiative to recognize and encourage employee engagement, develop operational efficiencies and effectiveness, and eliminate obstructions to staff success.

From Volume 49 Number 2 | January–March 2021

Abstract: This article outlines the process by which a public university sought to develop and grow a culture of problem-solving and innovation at a time when the institution was undergoing a number of transitions. By developing a Barriers Team, the institution brought together a group of individuals representing all aspects of the university and charged the members with tackling barriers to success. The authors outline how they used the institution’s strategic plan as a starting point, and then describe the steps, provide examples, and reflect on the long-range viability of the approach.

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Planning for Higher Education Journal

Published
September 14, 2020

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Untangling the History and Procedures of Strategic Planning

We Review a Century of Literature for Answers

By: Roy Mathew, Elsa Bonilla-Martin, Daniel Santana, and Erick Gonzalez

Almost since the time when the concept of strategic planning first appeared in the literature of higher education, its value has been questioned. Do strategic plans help institutions achieve excellence, or are they more likely to gather dust on a shelf? Perspectives are presented through a review of nearly 100 years of the history and theoretical basis for strategic plans.

From Volume 48 Number 4 | July–September 2020

Abstract: Is a strategic plan necessary for institutional success? In preparation for a new strategic plan at UTEP, we reviewed literature and found many publications that described the procedures of plan making and also case studies of how plans are produced. We also found substantial literature that questioned the value of strategic plans. These findings prompted us to think about the historical and theoretical basis for strategic plans: How did they emerge, what is their theoretical value, and is there a right way to do them? In our article we offer surprising answers to these questions based on a review of a century of theory and planning literature.

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Conference Recordings

Published
July 24, 2020

2020 Annual Conference | July 2020

Demographics, Defaults, Disillusionment, Disruption

By: Richard Price, Higher Education Research Fellow, Clayton Christensen Institute

This session will show how Innovation Theory can help institutions thrive in learning's new golden age rather than falling under the scythe of the industry's most daunting challenges, the most urgent of which is COVID-19.
Abstract: Higher ed's apocalypse is entirely avoidable. Reframing four of higher education's greatest challenges—demographics, defaults, disillusionment, disruption—can help you ask the right questions and create learner-centered experiences while fulfilling your institution's mission. This session will show how Innovation Theory can help institutions thrive in learning's new golden age rather than falling under the scythe of the industry's most daunting challenges, the most urgent of which is COVID-19. The theory-based framework we discuss will give you a new lens through which to analyze your challenges and guide your strategic decision making.

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