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Your Higher Education Planning Library

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Conference Presentations

Published
July 22, 2024

A Unique, Integrated Approach to Strategy Execution

By: Christopher Crew, Executive Director Research, Planning & Institutional Effectiveness | Nohemy Ornelas, Vice Chancellor of Educational and Student Support Services | Diana Rodriguez, Chancellor

The pandemic has underscored the importance of building systems, cultures, and tactical infrastructure that allow organizations to adapt, challenging us to rethink our priorities.
Abstract: The pandemic has underscored the importance of building systems, cultures, and tactical infrastructure that allow organizations to adapt, challenging us to rethink our priorities. We'll demonstrate a unique approach to strategy execution that ensures accountability and increases institutional investment by empowering all organizational units to understand how their work contributes to the success of a strategic plan. In this session, you'll learn how to mitigate risks to strategic priorities early and effectively, bridge the chasm between strategy creators and executors, while simultaneously creating a shared experience where everyone feels responsible for facilitating meaningful progress.

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Conference Presentations,Conference Recordings

Published
July 22, 2024

The Strategic Doing Methodology at Northern Michigan University

By: Ellen Koski, Institutional Researcher II-Strategic Planning Coordinator | Elizabeth Nilsen, Acting Director, Agile Strategy Lab

Many institutions face challenges in evolving traditional, and often ineffective, planning processes into fully participatory systems that use collaborative methods and techniques for improving outcomes.
Abstract: Many institutions face challenges in evolving traditional, and often ineffective, planning processes into fully participatory systems that use collaborative methods and techniques for improving outcomes. We'll illustrate how Northern Michigan University (NMU) is using Strategic Doing methodology to advance strategic action plan tactics, organize loosely connected networks, and increase collaboration and effectiveness. Come learn how to use a structured methodology with loosely affiliated cross-functional teams to drive greater results, increase accountability, and support impactful strategic plan implementation.

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Planning for Higher Education Journal

Published
July 10, 2024

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Democratizing Data to Close Equity Gaps

Engage Teams to Dismantle Systemic Barriers That Impede Student Success

By: Neva Lozada, EdD, Carlos Rodriguez, EdD, Michael Salvatore, PhD, and Joseph Youngblood, II, JD, PhD

Kean University strategically reframed and visualized student data, merged planning processes, and harnessed analytics to dismantle impediments to bridging equity gaps in higher education.

From Volume 52 Number 3 | April–June 2024

Abstract: Through the inception of the Division of Strategic Analytics and Data Illumination (SADI), Kean University has cultivated a capacity for data literacy and analytics, empowering its community to employ data for evidence-based decision-making to overcome barriers to student success.
Employing optimal practices in integrated planning, SADI unified disparate offices into one cohesive data team to strategically reframe and visualize student data, identifying specific needs for continual improvement. This article underscores SADI’s initiatives in democratizing data, merging planning processes, and harnessing analytics to dismantle impediments to student success, particularly in bridging equity gaps in higher education.

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Planning for Higher Education Journal

Published
July 8, 2024

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Expediting a ‘Mini’-Master Plan

In Fewer Than Five Months, a University Transforms Its On-Campus Student Housing

By: Carson Dinger, MS, and Thomas Carlson-Reddig, MArch, AIA, LEED AP

Collaborative planning for a residential housing transformation at Texas Wesleyan University ensured that the institution and its partners were responsive to the needs and aspirations of its stakeholders.

From Volume 52 Number 3 | April–June 2024

Abstract: In a dynamic higher education landscape, attracting and retaining students becomes paramount amid projected enrollment declines. This article explores Texas Wesleyan University’s journey in assessing student life needs on campus, engaging key stakeholders, and implementing an expedited, cost-effective mini-master plan design process. The authors demonstrate how the university and design team gathered research and developed and presented program recommendations to enhance TWU’s overall student experience and meet evolving student needs.

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Planning for Higher Education Journal

Published
June 20, 2024

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Why Strategic Plans Aren’t Working in Uncertain Times

Because Strategic Planning Should Be a Dynamic, Robust Process

By: Daniel Seymour, PhD

The author’s approach to his research-based Strategic Planning in Uncertain Times Fieldbook began with a sampling review of 50 strategic plans. What emerged was the development of an organizational learning cycle used as a template to assess the effectiveness of strategic plans on more than 250 college and university websites.

From Volume 52 Number 3 | April–June 2024

Abstract: A strategic plan is supposed to “bring the future into the present so that you can do something about it now.” Almost every college or university has such a plan because accreditors and governing boards require one. The question is: Why do so many higher education institutions seem to be unprepared when they take drastic actions (e.g., eliminating programs, cutting faculty and staff members, etc.) in uncertain times? The author studied more than 250 colleges and universities and suggests the answer in this article.

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Planning for Higher Education Journal

Published
May 29, 2024

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Stakeholder Engagement Paves the Journey from Learning to Employment

Future Nurses ‘See’ Their Success in a Revitalized Corporate Building

By: Rob Koran, EMBA, Michael Ufer, MArch, and Lindsey Feola, MArch

Planners for West Coast University connected with stakeholders to solicit input and gain consensus on decisions. The result is a technology-rich building and academic program that helps nursing students achieve their objectives

From Volume 52 Number 3 | April–June 2024

Abstract: Planners for West Coast University connected with stakeholders to solicit input and gain consensus on decisions. The result is a technology-rich building and academic program that helps nursing students achieve their objectives

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Planning for Higher Education Journal

Published
April 9, 2024

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What Constitutes Tribal College and University Sustainability?

Research Develops a Framework to Begin the Conversation

By: David Sanders, PhD

Historical successes and challenges join missions, visions, and strategic plans for a glimpse of what TCU institutions are emphasizing, today and in the future.

From Volume 52 Number 2 | January – March 2024

Abstract: This article uses available Tribal College and University (TCU) missions, visions, and strategic plans as well as dissertations focused on TCU research to develop a framework to begin the conversation about what constitutes sustainability for the institutions. The dissertations offer an opportunity to look at historical successes and challenges, while TCU missions, visions, and strategic plans provide a glimpse of what the institutions are emphasizing currently and in the future. Both present elements to consider as part of a larger TCU sustainability framework.

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Webinar Recordings

Published
April 3, 2024

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The Strategic Planning Checklist

17 Critical Mistakes to Avoid in Higher Education

By: Dr. Daniel Seymour - Tenured Professor, Administrator, and Consultant

Learn from a research-based analysis of over 250 colleges and universities.
Abstract: Learn from a research-based analysis of over 250 colleges and universities. What is the difference between the Strategic Plan and Strategic Planning? How do we ensure planning is not a one-time event, but an ongoing organizational learning cycle that endures the changing environment? The analytic framework featured in this webinar is a Strategic Planning/Organizational Planning Cycle that derives a series of “what not to do” dictums (guidelines?) that support higher education institutions. Don’t make these critical mistakes derail you during these uncertain times

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Blog Post

Published
April 1, 2024

Navigating Student Success

‘Navigators’ Are Critical in Indiana University of Pennsylvania’s Institution-Wide Initiative

By: Apryl Motley, CAE

To gain additional insight into how integrated planning to support student success can be a game changer, we turned to Paula Stossel, strategic advisor to the president for student success, and Amber Racchini, vice provost for student academic success, at Indiana University of Pennsylvania. They graciously accepted our invitation to address questions about their cross-functional effort to ensure a student-centered approach to delivery of support services at IUP.

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Planning for Higher Education Journal

Published
March 20, 2024

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Financial Planning for Central Utility Plant Decarbonization

Divide and Conquer the Lift Across Different Funding Options

By: Andrew Honeyman, BSME, and Paul Graves, BSME

Vital stakeholder feedback and consensus from various university departments reveal the proper approach to building issues. Institutions such as the University of North Dakota used technical planning to produce well-informed financial modeling and right-sized financial plans.

From Volume 52 Number 2 | January–March 2024

Abstract: Implementing central utility plant (CUP) decarbonization projects requires strategic financial planning, collaboration, and consensus-building from the entire university community. This article describes gathering support from facilities management, executive staff, and lawmakers through technical and financial charrettes. Learn how technical planning produces well-informed financial modeling and right-sized financial plans, and how shared planning between design teams and facility planners creates tailored funding options, including IRA incentives, to fund decarbonization.

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