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Your Higher Education Planning Library

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ebook

Published
July 21, 2022

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A Practical Guide to Strategic Planning in Higher Education

Second Edition, with New and Updated Content

By: Karen E. Hinton, PhD

A resource for anyone engaged in college or university strategic planning, and an excellent primer for planning committees. This second edition also contains new strategies for using an institution’s strategic plan during times of institutional upheaval, and additional techniques for jump-starting various parts of the planning process.
Abstract: A Practical Guide to Strategic Planning in Higher Education is a resource for anyone engaged in college or university strategic planning; it is also an excellent primer for planning committees. Using clear definitions, practical tips, and examples drawn from actual situations, this short book acts as a manual for both experienced planners and those who are new to the process. This second edition also contains new strategies for using an institution’s strategic plan during times of institutional upheaval, and additional techniques for jump-starting various parts of the planning process.

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Example Plans

Published
May 31, 2022

Sustainability Plan

Public (British Columbia, Canada)

Abstract: “In 2013 TRU established ‘increasing sustainability’ as one of its five strategic priorities for 2014-2019. This Strategic Sustainability Plan (SSP) is aligned with the university’s strategic plan, and provides a focus for TRU’s efforts toward sustainability over the same period. The SSP is comprehensive in nature, and includes more than 130 recommended strategies across four key focus areas: Operations & Planning, Advocacy & Engagement, Learning, and Administration. The SSP is intended to provide a framework for each TRU department and operational unit to incorporate sustainability initiatives into their own planning processes (the structure of the plan is illustrated on the opposing page). . . . Unlike some strategic documents, the plan takes a comprehensive approach of documenting strategies over the next 5 years. These strategies are not all the responsibility of one department or office, but rather are shared among many. This comprehensive approach will allow each office or department to see where and how it can play a role in TRU’s sustainability journey.”

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Conference Presentations

Published
March 10, 2022

Case Study of New, Inclusive Process for Leading and Orchestrating Transformation

By: Joseph (Tim) Gilmour, Principal/President | Timothy Trainor, President

Higher education planners require a proven methodology for supporting their leaders as they seek to transform their institutions in the face of existential threats and challenges in the coming decade.
Abstract: Higher education planners require a proven methodology for supporting their leaders as they seek to transform their institutions in the face of existential threats and challenges in the coming decade. This session will explore how Mount St. Mary's University applied a new, highly-participative process for leading, navigating, and orchestrating institutional transformation. Come learn how this methodology provides institutional leaders with an approach for developing consensus on a promising, transformative vision for the future as well as executing major initiatives that assure its success.

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Planning for Higher Education Journal

Published
October 13, 2021

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Mission-Aligned Online Academic Programs at US Jesuit Institutions

Identify and Implement Practices That Mature the Development of Courses

By: Royce L. Robertson, EdD

A custom survey measured the process maturity involved in planning, implementing, and evaluating online offerings that reflected the principles of Ignatian Pedagogy.

From Volume 49 Number 4 | July–September 2021

Abstract: The purpose of the research was to observe process maturity associated with the design and development of mission-aligned online academic programs at Jesuit institutions in the United States. Twenty of the twenty-seven American Jesuit institutions were represented, including respondents who were most responsible for implementing the process used to design and develop online courses and programs. A custom survey was created to measure the process maturity involved in planning, implementing, and evaluating the design and development. The research design focused on narrative analysis of each institutional mission, which identified themes and keywords that were included in the custom survey.

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Conference Recordings

Published
July 13, 2021

2021 Annual Conference | July 2021

Higher Education’s Financial Trajectory

Are We at an Inflection Point?

By: Susan Fitzgerald, Moody’s Investors Service, Global Higher Education and Nonprofit Ratings | Michael Osborn, Moody’s Investors Service, Global Higher Education and Nonprofit Ratings | Debra Roane, Moody’s Investors Service, Global Higher Education and Nonprofit Ratings

Moody's will discuss the financial outlook for the higher education sector over the next two years and beyond.
Abstract: The external environment confronting colleges and universities continues to rapidly evolve, driven by lingering effects of the pandemic, changing demographics and student preferences, a complex governmental funding environment, and exposure to a broad array of macroeconomic conditions. Moody's will discuss the financial outlook for the higher education sector over the next two years and beyond. Within that context, they will review how they assess the financial health of individual institutions, which are better situated to thrive and which may struggle, and trends in capital funding strategies.

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Conference Recordings

Published
July 13, 2021

2021 Annual Conference | July 2021

Strategic Plan Implementation in a VUCA Environment

By: Heather Murchison, Lakehead University

In this session, we'll share how Lakehead University developed a phased strategic approach to guide implementation of its strategic plan.
Abstract: Institutions are currently operating in a VUCA environment, requiring them to manage immediate pressures while still advancing long-term goals. In this session, we'll share how Lakehead University developed a phased strategic approach to guide implementation of its strategic plan. Come learn how a revised approach can serve as a foundation to support a community-informed strategic plan implementation in a VUCA world.

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Planning for Higher Education Journal

Published
June 25, 2021

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Flexing Beyond the Pandemic

IT as a Change Leader: Driving Institutional Goals Around Retention and Enrollment

By: Amy Linde, MBA, Matthew Clay, BS, and Mark Johnson, BS

The IT division at Minnesota State University, Mankato— working as part of a campus-wide collaborative effort—quickly and successfully installed new tech in more than 100 classrooms within months of COVID-19 first appearing. Outcomes of the large-scale project are seen as a key attractor for incoming students, regardless of where they are learning.

From Volume 49 Number 3 | April–June 2021

Abstract: With the pandemic forcing education online, IT has become integral to keeping campuses moving forward. With a visionary team dedicated to student-centered experiences, the IT division at Minnesota State University, Mankato managed to quickly and successfully install new tech in more than 100 classrooms within months of COVID-19 first appearing. In this period of crisis, their information technology team created a campus-wide collaboration to introduce and integrate new course delivery opportunities. Outcomes of the large-scale project are seen as transformational and a key attractor for incoming students—regardless of where they are learning.

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Conference Recordings

Published
March 18, 2021

2021 North Atlantic Regional Conference | March 2021

Better Value and Outcomes through Integrative Design

By: Patricia Devine, Princeton University | Nadav Malin | Michael Pulaski, Thornton Tomasetti | Natalie Shivers, Princeton University

In this session, we'll share our results and challenges with the Integrative Design Process (IDP) at Princeton, and show how you can use an IDP to realize better value and outcomes for your campus project.
Abstract: The Integrative Design Process (IDP) is a powerful collaborative framework that aligns with an institution's culture to cost-effectively achieve any project's desired outcomes. After adopting IDP incrementally since 2003, Princeton University has created a full program, including a roadmap and in-depth training. A well-designed IDP supports participation and buy-in from users and effective collaboration in project teams-that means fewer changes during the construction documents phase and construction, smoother turnover, and better performance. In this session, we'll share our results and challenges and show how you can use an IDP to realize better value and outcomes for your campus project.

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Conference Recordings

Published
March 12, 2021

2021 Mid-Atlantic Regional Conference | March 2021

Institutional Resilience

Innovation, Entrepreneurship, and Change Management

By: Petar Mattioni, KSS Architects LLP | Karl Ulrich, Wharton School of the University of Pennsylvania | Leandra Davis, Penn Engineering | Mark Kocent, University of Pennsylvania | Mayva Donnon, KSS Architects LLP

In this session, we'll demonstrate through two University of Pennsylvania projects how institutions can approach sustained enrollment, cross-disciplinary collaboration, navigating the funding environment, and adapting to changing user needs in support of long-term institutional resilience.
Abstract: In this session, we'll demonstrate how institutions can approach sustained enrollment, cross-disciplinary collaboration, navigating the funding environment, and adapting to changing user needs in support of long-term institutional resilience. Over the course of two pioneering projects, the University of Pennsylvania recognized the following as key factors in building resilience: multi-modal learning, disciplinary convergence, entrepreneurship and applied research, project delivery, change management, and value of place. Join us to learn new change management and delivery methodologies that you can use to improve your built campus environment's ability to adapt amidst ever-evolving pedagogy.

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