Learning Resources

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.

Abstract: Accurately planning long-term strategy can be a shaky task for quickly-growing organizations, especially those that desire to maintain a strong impression on their stakeholders and surrounding communities. History shows that mergers and acquisitions can negatively impact an organization’s culture, communication initiatives, and internal and external experiences. Thomas Jefferson University, a longstanding private medical research university in Philadelphia, educating scholars since 1824, in recent years merged with Philadelphia University and further expanded its footprint through the aligned Thomas Jefferson University Hospital. The authors of this article describe how to collaboratively optimize growth during a transformational period.

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.