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Conference Presentations

Published
July 14, 2019

2019 Annual Conference | July 2019

How Integrated Planning and Partnerships Drive Engaged, Innovative Learning Enterprises

Abstract: To thrive in turbulent, financially challenged times, institutions will need to develop dynamic, long-term collaborations and integrated planning practices that push innovation. We will focus on two institutions that reimagined their value propositions and business models in pursuit of aggressive goals, thanks to their multifaceted partnership and transformative strategies. Presidents from these institutions will share how integrated planning, strategy crafting, and collaboration helped their institutions re-imagine mission and encourage entrepreneurship.

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Planning for Higher Education Journal

Published
July 1, 2019

KPIs Drive Strategic Planning and Execution

And Feedback Steers the Institution in the Right Direction

Quantitative tools are essential for developing a framework, but properly identifying stakeholders and keeping them involved is what connects planning to execution.

From Volume 47 Number 4 | July–September 2019

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Planning for Higher Education Journal

Published
July 1, 2017

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Balanced Scorecard Implementation in a School of Nursing

A Case Study Analysis

Implementing the balanced scorecard measurably improved the overall effectiveness of planning activities and increased individual involvement in and understanding of the strategic planning process.

From Volume 45 Number 4 | July–September 2017

Abstract: This article describes execution of the balanced scorecard (BSC) strategic framework in a School of Nursing (SoN). The SoN strategy map was the outcome of the development phase. The two-year implementation phase incorporated balanced scorecards that linked outcome measures to the priority strategies. Thirty-two percent of the defined outcome measures were met. Factors in adopting the BSC framework included development of a strategic plan that supports the college mission and vision, improved communication within the SoN, a united effort to institute strategies to sustain the SoN’s future, and establishment of performance indicators to measure success in achieving those strategies.

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Planning for Higher Education Journal

Published
April 1, 2017

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Integrating Board, System, and University Planning and Performance During a Period of Rapidly Declining State Funding Commitment

Even in the most difficult financial times, integrating planning and budgeting throughout the organization creates opportunities for success.

From Volume 45 Number 3 | April–June 2017

Abstract: In 2009 the Arizona University System (supporting over 130,000 enrollments) through its Board of Regents directed its board president and the presidents of Arizona State University, University of Arizona, and Northern Arizona University to create an operational plan that reflected the board’s vision, goals, and strategic directions. A primary objective was to transform the system (or enterprise) vision into concrete goals and outcomes that would directly connect to financial decision making at the system and university level. The backdrop for higher education planning and budgeting expectations included the continuation of severe reductions in state funding, rapidly increasing student tuition and fees, and a call for greater accountability. The planning processes were characterized by the integration of board and presidential discussions, inclusion of constituent debate, identification of strategic choices, and approval of outcomes focused on measuring performance. The integration ran across and within three organizations or levels that included the Arizona Board of Regents, its system administration, and the three universities.

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Planning for Higher Education Journal

Published
January 1, 2017

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Crafting an Innovation Landscape

The Innovation Landscape Framework is a tool for the integrated planning of initiatives that support innovation across campuses.

From Volume 45 Number 2 | January–March 2017

Abstract: As efforts to stimulate innovation spring up across campuses, institutions need a comprehensive planning framework for the integrated planning of initiatives that support innovation. The campus can be viewed as an Innovation Landscape, and settings for collaborative creative activity—both physical and virtual—can infuse the campus fabric and become part of the daily experience of users. The Innovation Landscape Framework is a tool to help coordinate physical planning with organizational initiatives, engage a wide range of stakeholders, and enable a more widespread culture of innovation.

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Planning for Higher Education Journal

Published
January 1, 2017

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Innovation in the University of the West Indies

Practical Road Map for Enhancing Both Organizational and Research-Based Innovation

Developing an innovation ecosystem and infrastructure to support both institutional and research-driven innovations can lead to wealth creation at the university, country, and regional levels.

From Volume 45 Number 2 | January–March 2017

Abstract: This article explores how the University of the West Indies can become economically sustainable and relevant by using its human capital to generate wealth and develop strong linkages between academia, the private sector, and governments. It makes a clear distinction between institutional and research-driven innovations, listing examples and best practices found throughout the university. Further, it presents a practical road map for enhancing both organizational- and research-based innovations within the university while aligning its vision of becoming an innovative institution with government policies and the private sector agenda. It also proposes key performance indicators to benchmark innovations at the university that can be emulated by other tertiary level institutions regionally and internationally.

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Planning for Higher Education Journal

Published
December 1, 1996

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Using KPIs to Start Planning

Some institutions now begin their planning in a different way.

From Volume 25 Number 2 | Winter 1996–1997

Abstract: Suggests that planning efforts begin not with mission statements but with key performance indicators, or KPIs, which are substantive, measurable, and specific directions that a strategic plan must address. Some of these KPIs are outside mandates, while others are internal management objectives or goals articulated by divisions or departments. The three types of KPIs form the "givens," or the foundation of the strategic plan. They take account of the various pulls on the institution, and outline more specific ways to address multiple needs and goals. Finally, they provide benchmarks against which institutions can measure the success of their planning efforts.

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