Learning Resources

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

Institutions Mentioned: Minnesota State University-Mankato
Planning Types: Academic Planning, Strategic Planning, Resource Planning
Tags: Adaptable Plans, Alignment, Assessment / Analytics, Data, Disruptive Change, Enrollment Management, Environmental Scanning, Higher Ed Trends, Organizational Change, Planning Processes, Presidential Leadership, Student Demographics, Student Success

Member Price:
Free | Login

Non-Member Price:
$35

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.

Institutions Mentioned: Massachusetts College of Pharmacy and Health Sciences
Planning Types: Academic Planning, Campus Planning
Tags: Adaptable Plans, Disruptive Change, Higher Ed Trends, Implementation, Leadership, Medical / Allied Health Education, Organizational Change, Planning Processes, Trends External to Higher Ed

Member Price:
Free | Login

Non-Member Price:
$35

Transforming Data into Meaningful Information

Put Methodologies in Action with Data-Driven Integrated Planning

By: Douglas Masterson, PhD, Christopher M. Davis, PhD, and Suzanne Carbonaro, MEd

Leaders in two different accreditation regions share best practices and lessons learned from their integrated planning evolution and its impact on operational efficiency and student learning.

From Volume 51 Number 2 | January–March 2023

Abstract: Institutional success depends on long-term sustainability, connecting investments with outcomes, and creating a culture that is data-informed. As the role of institutional effectiveness expands across higher education, designing a comprehensive integrated planning process is critical. Integrated planning requires a unified approach to utilizing academic and administrative data for continuous improvement. However, this can be an overwhelming process for institutions, with many unsure of where to start. Learn from leaders in two different accreditation regions as they share best practices and lessons learned associated with their integrated planning evolution and its impact on operational efficiency and student learning.

Institutions Mentioned: University of Southern Mississippi, University of Maryland-Global Campus
Planning Types: Academic Planning, Institutional Effectiveness Planning, Resource Planning
Tags: Academic Program Review, Alignment, Assessment / Analytics, Budget Planning, Dashboards, Data, Faculty Productivity, Metrics, Planning Processes, Planning Technology, Resource Allocation, Student Learning Outcomes, Student Success, SWOT Analysis

Member Price:
Free | Login

Member-only Resource

Join now to have access

Book Review: The Agile College

How Institutions Successfully Navigate Demographic Changes

By: Bryan C. Harvey, EdD

From Volume 51 Number 2 | January–March 2023

Abstract: The Agile College: How Institutions Successfully Navigate Demographic Changes
by Nathan D. Grawe
Johns Hopkins University Press: Baltimore: 2021
298 pages
ISBN: 978-1421440231

Does hope motivate action or complacency? Does crisis induce change or despair? Nathan D. Grawe readily acknowledges this tension in The Agile College, his follow-up book to his 2018 Demographics and the Demand for Higher Education. The latter propelled the inescapable discussion throughout higher education of the looming “demographic cliff.” The Agile College suggests how agile institutions might prevent demography from becoming destiny.

Planning Types: Strategic Enrollment Management Planning
Tags: Change Management, COVID-19, Demographics, Disruptive Change, Recovery Planning, Resiliency, Shrinking Pool of Potential Students, Student Demographics, Student Recruitment, Student Retention, Trends External to Higher Ed

Member Price:
Free | Login

Member-only Resource

Join now to have access

Managing Change from the Murky Middle

Offering Role Structure and Support Helps Middle Managers Effectively Lead Change

By: Nicole H. Gahagan, MEd

Middle managers are often blamed for change failure and portrayed as change resisters or saboteurs. However, what looks like obstructionist behavior could actually be the observable effects of role ambiguity.

From Volume 51 Number 2 | January–March 2023

Abstract: Middle managers are often blamed for change failure and portrayed as change resisters or saboteurs. However, what looks like obstructionist behavior could actually be the observable effects of role ambiguity. Absent clear expectations, middle managers might assume their own unsanctioned change leadership path or take on no role at all because they lack understanding about their responsibilities. This article explores the complexity of middle managers’ experience, examines how middle managers at a two-year college navigated the uncertainty of their role within the context of institutional change, and provides readers with suggestions for equipping middle managers to become effective change agents.

Institutions Mentioned: Waukesha County Technical College, Madison Area Technical College
Tags: Alignment, Analyzing Stakeholders, Change Management, Community College, Engaging Stakeholders, Human Resources, Implementation, Organizational Change, Organizational Culture, Student Services, Student Success

Member Price:
Free | Login

Member-only Resource

Join now to have access

Social Mobility and the Graduation Rate Paradox

Can You Advance One and Avoid the Other?

By: Roy Mathew, PhD, Elsa Bonilla-Martin, PhD, Luis A Aguirre, MS, and Naoko Tsuboi, MA

By using a metric-based planning framework, researchers at the University of Texas at El Paso identified areas for institutional intervention to enhance social mobility outcomes.

From Volume 51 Number 1 | October–December 2022

Abstract: Social mobility is an emerging area of focus for higher education institutions. In recent years, we have seen a proliferation of measures related to social mobility produced by publishers, scholars, think tanks, and foundations. However, it is still unclear which social mobility measures to advance, or when to intervene to improve social mobility outcomes. We rely on a century of literature from economics, sociology, and policy analysis to identify an appropriate framework to understand higher education’s contribution to social mobility. Using the metric-based planning framework, we identify areas for institutional intervention to enhance social mobility outcomes.

Institutions Mentioned: The University of Texas at El Paso
Planning Types: Institutional Effectiveness Planning, Strategic Enrollment Management Planning, Diversity, Equity, and Inclusion Planning
Tags: Attracting and Retaining Underrepresented Students, Diversity Equity and Inclusion (DEI), Enrollment Management, Student Demographics, Student Success, Underserved Students

Member Price:
Free | Login

Member-only Resource

Join now to have access

Book Review: Higher Education Systems Redesigned

From Perpetuation to Innovation to Student Success

By: Terry Brown, PhD

From Volume 51 Number 1 | October–December 2022

Abstract: Higher Education Systems Redesigned: From Perpetuation to Innovation to Student Success
Edited by Jonathan S. Gagliardi and Jason E. Lane
SUNY Press: Albany, New York: 2022
ISBN: 9781438487670
252 Pages

Institutions Mentioned: California State University-Chancellors Office, University System of Georgia, Tennessee Board of Regents, The University of Texas System Office, University System of Maryland, Austin Peay State University
Planning Types: Academic Planning
Tags: Assessment / Analytics, Diversity Equity and Inclusion (DEI), Innovation, Student Success, Student Support Services, System of Colleges or Universities, Teaching and Learning

Member Price:
Free | Login

Member-only Resource

Join now to have access

Use Evidence to Plan Facilities That Drive Student Success

By: Elliot Felix

In this article, the author draws upon research from his book How to Get the Most Out of College to highlight the evidence that campus planners and designers can use to help drive student success.

Abstract: Colleges and universities are in the midst of a transition from an access mindset to a success mindset, and campus facilities can play a role in this shift. Institutions don’t have to guess at how—a large body of research can and should inform how we plan, design, and operate our campuses. In this article, the author draws upon research from his book How to Get the Most Out of College to highlight the evidence that campus planners and designers can use to help drive student success.

Institutions Mentioned: University of Rochester, Arizona State University-Tempe
Planning Types: Campus Planning
Tags: Diversity Equity and Inclusion (DEI), Facilities Design, Facilities Planning, Learning Commons, Learning Environments, Student Experience, Student Housing, Student Retention, Student Support Services

Member Price:
Free

Non-Member Price:
Free

Example Plans

Published
September 6, 2022

Strategic Plan, Strategic Planning Website

Public Doctoral/Research University (North Carolina, United States)

The university’s detailed strategic plan, which includes goals focused on student success, diversity and equity, and increasing its presence as a research center.

Planning Types: Strategic Planning
Resource Types: Strategic Plan, Strategic Planning Website
Tags: Diversity Equity and Inclusion (DEI), Experiential Learning, Goals, Graduate Degree Program, Mission / Vision / Identity, Strategies and Tactics, Student Success, Teaching and Learning, Workforce Development

Member Price:
Free | Login

Member-only Resource

Join now to have access

How Do You Grow and Sustain Indispensable Planners?

By: Donald M. Norris, PhD, Strategic Initiatives, Inc. | Joseph (Tim) Gilmour, PhD, Strategic Initiatives, Inc. | Linda B. Baer, PhD, Strategic Initiatives, Inc. | Michael D. Moss, Society for College and University Planning

Institutional transformation requires more than a planner or a strategist—it requires a transformation architect. How can leaders grow and support transformation architects? The authors of Transforming for Turbulent Times: An Action Agenda for Higher Education Leaders, share three sets of actions needed to enable and empower transformation architects.

Planning Types: Strategic Planning
Tags: Change Management, Disruptive Change, Higher Ed Trends, Organizational Change

Member Price:
Free | Login

Member-only Resource

Join now to have access

Planning Types

Challenges