Learning Resources

Abstract: Strategic planning is critical to ensuring that institutions of higher education thoughtfully and systematically position themselves to accomplish their mission, vision, and strategic goals, particularly when these institutions face a myriad of risks that can negatively impact their continued financial viability and compromise their ability to achieve their goals. This article argues that it is both logical and desirable to integrate risk management and strategic planning into one coordinated, holistic process to create a synergistic effect that leverages the benefits of both processes and makes them mutually reinforcing. The article notes that strategic planning and risk management unfortunately appear to be mostly undertaken as separate activities, something seemingly borne out by the plethora of writing on the disparate subjects and the dearth of writing on their integration.The article also discusses how to integrate risk management and strategic planning into a holistic process by sharing the experience of The PennsylvaniaState University’s Mont Alto campus as a potential best practice.

Abstract: Linear planning and decision-making models assume a level of predictability that is uncommon today. Such models inadequately address the complex variables found in higher education. When academic organizations adopt paired-down business strategies, they restrict their own vision. They fail to harness emerging opportunities or learn from their own mistakes. Better models do exist, however, and can help educational planners improve planning practice. Strategies employed in design professions (like architecture) incorporate non-linear, iterative, synthesizing processes. Iterative techniques can help organizations (and their leaders) understand and deal with change in proactive ways. This article defines and illustrates iterative planning strategies and metaphors that may help, such as decision-making spirals, interactive learning methods, design thinking, improvisation, chaos theory, and the collaborative design-studio format.

Abstract: The contemporary university operates within a global context characterized by ever-increasing uncertainty and complexity. Strategic planning must, therefore, be cognizant of future trends and how those trends will affect the university by creating both threats and opportunities. Our hypothesis is that an approach we refer to as “strategic foresight” can provide us with the tools, methodology, and process to creatively address uncertainty and complexity in our working environment. Dublin City University has taken the lead in Ireland in terms of its emphasis on strategic planning. Its 2005–2008 strategic plan, Leadership Through Foresight, was part of an ambitious foresight exercise that was aimed at informing subsequent strategic cycles. This article reports on this process in the context of the wider literature examining the value of foresight/futures thinking as applied to universities. The article commences with a review of current uncertainties and complexities in the current operating environment. It broadly outlines foresight/futures thinking and then examines universities specifically. It continues by focusing on Dublin City University’s foresight exercise as an example of how foresight operates in practice. Finally, the article concludes by exploring what a strategic foresight approach to planning might look like based on that experience.

Abstract: Strategic planning is an important tool, but the sole dependence on it across departments and campuses has resulted in the underutilization of equally important methods of analysis. The evolution of higher and postsecondary education necessitates a systemic industry analysis, as the combination of new providers and delivery mechanisms and changing social parameters gives rise to increased competition and innovation. This article tests the applicability of Porter’s five forces model to the higher education industry. While the model provides significant insight into the industry, it has been revised in this article to incorporate government as a prominent sixth force in the analysis.

Abstract: This article examines the strategic planning process at Cleveland State University, a large metropolitan state university in Ohio. A faculty-administrative team used a communicative planning approach to develop a collaborative, ongoing, bottom-up, transparent strategic planning process. This team then spearheaded the process through plan development and the early stages of implementation and evaluation. The article presents the framework for this process in detail and includes a three-year timetable. The authors discuss the unexpected landmines that threatened to undermine the process and the important lessons learned in the hopes that this will aid other universities in their strategic planning efforts.

Abstract: A Guide to Planning for Change summarizes the new and emerging challenges facing leaders of colleges and universities; discusses new techniques and tools (most notably, analytics) to create an enhanced model for planning in higher education; takes the reader back through the history of planning and strategy execution in higher education by outlining its many eras and stages of development, and highlights the latest thinking and writing on the topic on integrated planning. The enhanced planning model in this book recognizes the many internal, external, up, down, and sideways forces, challenges, and opportunities facing higher education. In the end, it is the successful execution of strategy that will have a lasting impact on the institution.

Abstract: The study presented in this article focuses on strategic planning in developing countries, drawing on the author’s experiences in a dozen developing countries in Asia and Africa and focus groups in three of those countries: Afghanistan, Madagascar, and South Africa. It looks at the special challenges faced by planners in developing countries and the strategies used to respond. The enormity of the problems, the magnitude of the needs, and the difficult economic environment found in developing countries posed major obstacles. What is striking in a review of these cases is what can be done through careful strategic and budget planning. The creativity, resilience, and genius of many of those involved were remarkable. For most of these nations, strategic planning was a critical catalyst for change.