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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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Conference Presentations

Published
July 14, 2019

2019 Annual Conference | July 2019

Assessing Institutional Capacity for Mission-Fulfillment and Student Success

Abstract: FLEXSpace—The Flexible Learning Environments eXchange—and the Learning Space Rating System (LSRS) are tools that can help you plan, design, assess, and improve learning spaces on your campus. In this session, you will learn about the newly released FLEXspace 2.0 along with the LSRS. We'll cover the features and benefits of both tools and how they can be incorporated into the planning process. Come learn how to use these tools to inform designs and support end users from planning through post occupancy.

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Planning for Higher Education Journal

Published
April 1, 2018

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Data Collection as a Means for Integrated Higher Education Change

The Case of the Anchor Dashboard Learning Cohort

Six institutions measured the community impact of their anchor mission efforts along several social and economic dimensions using the Anchor Dashboard data tool.

From Volume 46 Number 3 | April–June 2018

Abstract: Within the last several years, higher education institutions have embraced the language of an “anchor mission” to define their place-based commitments. This case analysis details the role of data in promoting systematic local change in six institutions participating in the Anchor Dashboard Learning Cohort. These institutions committed to measuring community impact through the Anchor Dashboard, a tool to understand and enhance local commitments along several social and economic dimensions. This article details the promises and pitfalls of developing an institution-wide, place-based mission led from different institutional levels—from the president’s office to faculty-led centers—using this data tool.

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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, 2011

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Developing a Mission Statement for a Faculty Senate

The mission statement stakes the faculty’s claim in the institutional decision-making process.

From Volume 39 Number 2 | January–March 2011

Abstract: If faculty senates are to maintain a place in the modern university, then they must be both effective and viewed as such by faculty, administrators, and other campus stakeholders. One way to shape faculty senate efforts is to create and exploit a clearly defined mission statement. In this article, we offer a four-step, committee-driven, technology-assisted process to develop a mission/vision statement that is anchored in the theory. The proposed process is efficient and easy to administer and can be used at other universities. We also discuss our experience with the process and offer recommendations for other university faculty senates.

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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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