Learning Resources

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
August 8, 2023

Strategic Plan, Strategic Planning Website

Public Doctoral/Research University (Colorado, United States)

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Regionalism, Ecology, and Field-Based Learning

Partnerships Broaden Study Opportunities

By: Josh Harrold, BArch, BFA, AIA

In the rural and remote heart of the Ozark Mountains, Missouri State University and its Ozarks Education Center leverage the unique characteristics of the region to create a setting that supports hands-on active learning.

From Volume 51 Number 4 | July–September 2023

Abstract: Missouri State University’s Ozarks Education Center, in the heart of the Ozark Mountains, provides a case study for outdoor, field-based, and architectural regionalism education. It offers unparalleled student opportunities for tailored regional learning experiences and research options, while fostering partnerships with external organizations outside of the main campus environment. In this article, we share how being true to the region’s historical architecture and ecology, especially in undervalued and isolated locations, and incorporating site-specific approaches in a remote setting support off-the-grid learning in the post-COVID academic landscape.

Institutions Mentioned: Missouri State University
Planning Types: Campus Planning
Tags: Active Learning Environments, External Collaboration / Partnerships, Facilities Design, Facilities Planning, Landscape / Open Space, Learning Environments, Placemaking, Rural Campus, Science / Engineering Facility

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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.

Planning Types: Strategic Planning, Academic Planning
Resource Types: Strategic Plan, Strategic Planning Website
Tags: Attracting and Retaining Underrepresented Students, Diversity Equity and Inclusion (DEI), Faculty Productivity, Goals, Governance, Measuring the Plan, Metrics, Racial Equity, Strategies and Tactics, Student Success, Workforce Development

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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

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

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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

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A Community College Perspective on Their Role in Future-Proofing Education

By: James Pfeiffer, BNIM | Richard Fort, Johnson County Community College

Richard Fort from Johnson County Community College and James Pfeiffer from BNIM will share lessons learned from post-covid educational offerings and incorporating a diversity of spatial and programmatic options to facilitate workforce development.

Abstract: Workforce development is a driver for planning and design in community colleges using metrics to understand long term projections around enrollment needs in the region, planning for those metrics, and building for the future. With the cost of education skyrocketing, the demographic cliff needs to be addressed for all generations. Community colleges offer important lessons that inform educational offerings across a more diverse background.

Institutions Mentioned: Johnson County Community College
Planning Types: Campus Planning
Tags: Academic Facility, Community College, COVID-19, Facilities Design, Facilities Planning, Workforce Development

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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

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Example Plans

Published
January 24, 2023

Strategic Plan

Private Master’s College or University (Wisconsin, United States)

This overview describes the strategic plan’s five high-level strategies and a few tactics for each.

Planning Types: Strategic Planning
Resource Types: Strategic Plan
Tags: External Collaboration / Partnerships, Goals, Medical / Allied Health Education, New Program or Department, Workforce Development

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You Belong Here

Plan for and Design Diverse, Equitable, and Inclusive Campus Spaces

By: Shannon Dowling, MArch, AIA, LEEDAP

Many marginalized student populations don’t see themselves as higher education material. Creating places on campus that reaffirm to them that they belong is vital.

From Volume 51 Number 1 | October–December 2022

Abstract: When carefully considered and thoughtfully planned, physical campus space has the power to reinforce an institution’s values around diversity, equity, inclusion, and belonging.

Institutions Mentioned: Virginia Commonwealth University, North Carolina State University at Raleigh, Ryerson University, Chapman University, Bennett College
Planning Types: Campus Planning
Tags: Active Learning Environments, Diversity Equity and Inclusion (DEI), Facilities Design, Facilities Planning, Health and Wellness, Informal Learning Environments, Landscape / Open Space, Learning Environments, Original Research, Placemaking, Student Experience, Underserved Students

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