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Your Higher Education Planning Library

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Example Plans

Published
January 5, 2024

Strategic Plan, Strategic Planning Website

Public Doctoral/Research University (Georgia, United States)

Strategic plan for the university, which is beginning its second decade after consolidation.

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Planning for Higher Education Journal

Published
December 20, 2023

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AI and HI Working

Collaborative Intelligence Can Significantly Improve Student Success

By: Linda B. Baer, PhD, and Donald M. Norris, PhD

As the AI tools get smarter and as HI skills continue to enhance planning, higher education should continue to explore what leading campuses have already accomplished.

From Volume 52 Number 1 | October–December 2023

Abstract: For the past 20 years, higher education has invested heavily in improving student success, using new data and analytics systems, tools, and practices. Improvements and progress across higher education have mostly failed to meet expectations. But the arrival of next-generation artificial intelligence (AI) provides an exceptional opportunity. By combining AI with human intelligence (HI), we can create a powerful collaborative intelligence that can be embedded in learning processes, tools, and practices, enterprise-wide. AI can accelerate the long-overdue transformation of higher education. This article describes how to combine AI and HI in collaborative intelligence to significantly improve student success.

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Planning for Higher Education Journal

Published
December 15, 2023

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Survival of the Financially Fittest

Leverage Strategic Decision-Making and Key Financial Metrics to Achieve Financial Stability

By: Aaron Meis, EdD, and Julee Gard, EdD

Leaders must look closely at financial trends that may reveal signs of trouble—in the short or immediate term—and have the courage to act to address them.

From Volume 52 Number 1 | October–December 2023

Abstract: This article explores a methodology for assessing and managing the financial viability of private, tuition-dependent institutions as well as institutional tactics and strategies used to improve their financial strength. The resulting model will help institutions understand the trends and predictive value of key financial metrics directly impacting their liquidity and operations and how senior leadership can drive change. Institutional examples illustrate how to engage senior leadership in strategic decision-making that includes assessment of revenue growth and/or expense management.

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Example Plans

Published
November 13, 2023

Example Plan

Private Doctoral/Research University (Maryland, United States)

The research university’s 2023 strategic plan.

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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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Example Plans

Published
June 30, 2023

Strategic Plan, Strategic Planning Website

Multiple Locations

Strategic plan for the university system developed by the state’s board of higher education.

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Planning for Higher Education Journal

Published
June 21, 2023

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Optimizing for Growth

Long-Term Planning Is Essential During an Institutional Merger, Acquisition, and/or Geographic Expansion

By: Clayton Mitchell, MS, PE, CEM, and Chuck Rudalavage, BArch, AIA, LEED AP

Thomas Jefferson University focused on culture, communications, and collaboration during a transformational period of combining institutions.

From Volume 51 Number 3 | April–June 2023

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.

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Webinar Recordings

Published
May 24, 2023

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Destination 2030

The Need for Transformation Architects

By: Edward Inch, PhD, Minnesota State University – Mankato | Lynn Akey, PhD, Minnesota State University – Mankato | Linda Baer, PhD, Strategic Initiatives and Minnesota State University – Mankato

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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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