Learning Resources

Quickly Building a Bridge

Use an Institutional Effectiveness Planning Model to Drive Strategic Planning

By: Jason Nicholas, MS, Daniel Cullen, PhD, and Ellen Koski, MPH

Executive leadership changes at Northern Michigan University led the interim president, interim provost, and Board of Trustees to call for a bridge plan to clearly articulate strategic work happening throughout campus. This article describes how the university was able to develop an interim strategic plan with broad campus engagement in less than half a year.

From Volume 51 Number 3 | April–June 2023

Institutions Mentioned: Northern Michigan University
Planning Types: Strategic Planning, Institutional Effectiveness Planning
Tags: Alignment, Assessment / Analytics, Bridge Planning, Engaging Stakeholders, Institutional Effectiveness, Institutional Planning, Institutional Research, Metrics, Planning Processes, Presidential Leadership, Response Planning, Selecting Metrics, Student Engagement

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Example Plans

Published
May 23, 2023

Bridge Plan

Public Master’s College or University (Michigan, United States)

In the face of executive leadership changes, this university was able to develop this interim strategic plan, or “bridge plan,” with broad campus engagement in less than half a year.

Planning Types: Strategic Planning
Resource Types: Bridge Plan
Tags: Alignment, Bridge Planning, Institutional Effectiveness, Institutional Planning, Presidential Leadership

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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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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

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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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The Little Campus That Could

Survey Results Inform Postsecondary Education in an Island Community

By: Valerie A. Barko, PhD

The Institutional Effectiveness Office at Kaua‘i Community College developed and administered community and workforce surveys to better understand current and future educational needs of residents and employers on Kaua‘i.

From Volume 50 Number 4 | July–September 2022

Abstract: In 2018, the Institutional Effectiveness Office at Kaua‘i Community College developed and administered community and workforce surveys to better understand current and future educational needs of residents and employers on Kaua‘i. These single island surveys highlighted the need for a comprehensive neighbor island survey to collectively advocate for additional online post-associate degree programs that best align with and support these geographically isolated communities. This project demonstrates how surveys can be used to inform decisions and integrated planning across multiple scales within a university system, especially in regards to distance education.

Institutions Mentioned: Kauaʻi Community College, University of Hawai‘i System Office
Planning Types: Institutional Effectiveness Planning, Strategic Enrollment Management Planning
Tags: Community College, Community Engagement, Online Learning, System of Colleges or Universities, Workforce Development

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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

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Conference Recordings

Published
July 26, 2022

2022 Annual Conference | July 2022

Keynote | Learning and Work

Redefining Workforce Development for Impact

By: Linda L. Baer, Strategic Initiatives | Sunita Cooke, MiraCosta Community College District | Phillip A. Washington, Denver International Airport | Lynn Priddy, Claremont Lincoln University

Join this moderated panel discussion for an intimate and intense dialogue about a new, urgently-needed ecosystem of workplace learning and development that eclipses traditional, episodic, and reactive workforce training.

Abstract: National leaders from private industry, higher education, and the public sector speak candidly about the need to rethink workforce development to address employer talent gaps and to meet employee learning needs. Join this moderated panel discussion for an intimate and intense dialogue about a new, urgently-needed ecosystem of workplace learning and development that eclipses traditional, episodic, and reactive workforce training. Panelists will offer frank perspectives on how higher education and industry must rethink workforce development to improve communities, build corporations, and address social, economic, and environmental challenges and disparities.

Planning Types: Academic Planning
Tags: External Collaboration / Partnerships, SCUP 2022 Annual Conference, Workforce Development

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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.

Institutions Mentioned: Quinnipiac University
Planning Types: Institutional Effectiveness Planning, Strategic Planning
Tags: Alignment, Assessment / Analytics, Data, Engaging Stakeholders, Institutional Effectiveness, Institutional Planning, Planning Processes

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Book Review: Work Force Rx

Agile and Inclusive Strategies for Employers, Educators and Workers in Unsettled Times

By: Larry Goldstein, MS, CPA

From Volume 50 Number 3 | April–June 2022

Abstract: Work Force Rx: Agile and Inclusive Strategies for Employers, Educators and Workers in Unsettled Times
by Van Ton-Quinlivan
Master Catalyst Press: mastercatalyst.org: 2021
266 pages
ISBN: 978-1737627524

Institutions Mentioned: California Community Colleges System
Planning Types: Academic Planning
Tags: Community College, COVID-19, Diversity Equity and Inclusion (DEI), Workforce Development

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Planning Types

Challenges