Learning Resources

Abstract: There is increased demand to provide facilities that encourage student success. But how do you know if a space "works"? We will focus on how you can link your facilities planning to measurable student success. After reviewing broader national trends, we'll discuss metrics for student success and how space contributes to student success. Finally, we'll focus on tools and solutions that your institution can incorporate into its facilities planning process to ensure your learning spaces contribute to student success.

Abstract: The newly consolidated Augusta University implemented an annual planning and resource alignment process to streamline procedures and integrate strategic efforts across the institution. This process fosters transparency in each unit's accomplishments, challenges, and priorities by holding annual open hearings that culminate with executive-level feedback on units’ annual plans and prioritization for fiduciary support. You will gain ideas for implementing such a process at your institution by exploring timing considerations, content of hearings, planning templates, and follow-up reporting and monitoring.

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.

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.

Abstract: “[This] is a complete guide on strategic planning, presenting step by step the 5 major components of an integrated planning process. It is also a most useful, exhaustive, and updated list of definitions; presentation of all components and subcomponents; suggestions of strategies; and well-chosen examples . . . As I continue my work with Francophone universities, some in Africa, it will be my honor and pleasure to be inspired and accompanied by the Fountains’ guide.”
—Roland Proulx, Consultant, Institutional Planning & Strategic Intelligence, University of Montreal

With a heavy use of SCUP resource materials, SCUPers Doug and JoEllyn Fountain have written the book they wish someone had handed them when they began working for eight years with a rapidly growing university in Uganda. “While North American universities are developing LEED certified buildings, we were trying to pave roads and get stable electricity. We looked long and hard for materials and advisors who could help us with basic issues.”

Abstract: A simple and readily understandable visual display of quantitative measures of academic efficiency and productivity is demonstrated in this article. This graphical construction facilitates annual comparisons of unit efficiency and productivity as well as an analysis of temporal changes in unit activity. By establishing a common framework upon which a data-driven conversation regarding unit activity is constructed, this method produces a single graphical representation of the activities of any academic unit. As such, this technique assists academic decision makers with goal setting, resource allocation and reallocation, and the program prioritization process.

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.