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Example Plans

Published
September 2, 2022

Supporting Document

Public Associate’s College (California, United States)

The college recently redesigned its planning and budgeting process to strengthen alignment and improve communications. This calendar depicts the timeline for that process.

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Webinar Recordings

Published
July 20, 2022

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How Do You Grow and Sustain Indispensable Planners?

By: Donald M. Norris, PhD, Strategic Initiatives, Inc. | Joseph (Tim) Gilmour, PhD, Strategic Initiatives, Inc. | Linda B. Baer, PhD, Strategic Initiatives, Inc. | Michael D. Moss, Society for College and University Planning

Institutional transformation requires more than a planner or a strategist—it requires a transformation architect. How can leaders grow and support transformation architects? The authors of Transforming for Turbulent Times: An Action Agenda for Higher Education Leaders, share three sets of actions needed to enable and empower transformation architects.

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Blog Post

Published
July 6, 2022

What Is a Bridge Plan?

(And Does Your Institution Need One?)

By: Sadie Wutka, Director of Content Strategy, SCUP

A bridge plan allows a college or university to continue to pursue defined strategic pathways during times of uncertainty or rapid, unpredictable change. It’s also a good solution for when faculty and staff are overwhelmed due to a highly volatile, uncertain, complex and ambiguous (VUCA) environment.

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Webinar Recordings

Published
May 19, 2022

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The Indispensable Planner

By: Donald M. Norris, PhD, Strategic Initiatives, Inc. | Joseph (Tim) Gilmour, PhD, Strategic Initiatives, Inc. | Linda B. Baer, PhD, Strategic Initiatives, Inc. | Michael D. Moss, Society for College and University Planning

Learn more about how planners can play a new, indispensable role—transformation architect—in helping their institutions transform to meet current challenges. The authors of the new book, Transforming for Turbulent Times: An Action Agenda for Higher Education Leaders, describe this transformative role, why planners are obvious candidates for the role, and the new mindset, behaviors, knowledge, and skills they will need to fulfill it.

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Planning for Higher Education Journal

Published
April 6, 2022

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Teetering on the Demographic Cliff, Part 3

Different Conditions Require a Different Kind of Planning

By: Bryan C. Harvey, EdD

Higher education has faced major changes for some time—COVID-19 accelerated that volatility—and now we’re anticipating the demographic downslope in student enrollment. How and when should institutions mobilize for the difficult work of planning in the face of wrenching change?

From Volume 50 Number 2 | January–March 2022

Abstract: Part 1 of this series described a major contraction in the pool of college-going 18-year-olds that will reverse decades of growth and stability for higher education. Part 2 explored how we can shape a planning context that supports success in the coming 10 or 20 years. Part 3 suggests how our approach to planning must shift to prepare for abrupt change.

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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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Conference Recordings

Published
July 16, 2021

2021 Annual Conference | July 2021

Actionable Data

Creating Unit-level Dashboards to Drive Institutional Performance

By: Nasrin Fatima, Binghamton University

This session will share how Binghamton University has established an integrated data collection and tracking process and the ways in which the pandemic has affected this process and shifted institutional priorities.
Abstract: Although many institutions have clear processes for collecting data at the institutional level, we often overlook unit-level data collection aligned with institutional metrics, resulting in hindered outcomes. In order to achieve institutional outcomes, we must collect actionable data on key performance indicators at different unit levels. This session will share how Binghamton University has established an integrated data collection and tracking process and the ways in which the pandemic has affected this process and shifted institutional priorities. Come learn from examples of departmental-, divisional-, and institutional-level dashboards and find out how to use them to inform planning and improve performance.

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Conference Recordings

Published
July 15, 2021

2021 Annual Conference | July 2021

Integrating Planning at the Organizational, Unit, and Individual Level

By: Mecca Salahuddin, Alamo Colleges

This session will demonstrate how our Integrated Performance Excellence Framework (IPEF) guides planning at multiple levels of the institution, all of which are tied to our strategic policy, plan, and processes.
Abstract: The ability to integrate planning at multiple levels—organizational, unit, and individual—strengthens our ability to formulate and implement strategies. This session will demonstrate how our Integrated Performance Excellence Framework (IPEF) guides planning at multiple levels of the institution, all of which are tied to our strategic policy, plan, and processes. You will be able to identify potential gaps and solutions within your institution's planning activities to create better alignment with your strategic plan and integrate the work at multiple levels of the organization.

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Conference Recordings

Published
July 15, 2021

2021 Annual Conference | July 2021

Don’t Get Me Started

Launching Integrated Planning Through Crises and Change

By: Brian Berry, University of Arkansas at Little Rock | Erin Finzer, University of Arkansas at Little Rock

This session will address the university's setbacks, challenges, opportunities, and solutions in launching a shoestring integrated planning process amidst multiple crises.
Abstract: In the midst of post-COVID enrollment and financial troubles the University of Arkansas at Little Rock learned to leverage planning and accreditation to build community and resilience. This session will address the university's setbacks, challenges, opportunities, and solutions in launching a shoestring integrated planning process amidst multiple crises: retrenchment, restructuring, leadership changes, an accreditation visit, COVID, and new enterprise resource planning (ERP) software. Find out how your institution can apply out concrete, low-cost, real-life strategies for initial integrated planning initiatives as well as respond to common setbacks and pitfalls in a VUCA context.

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Conference Recordings

Published
July 14, 2021

2021 Annual Conference | July 2021

A Mountain Climber’s Guide to Scrambling Through Change

By: Jacqueline Ashby, University of British Columbia-Vancouver

This session will discuss how to take key climbing skills—assessing a changing environment and determining which tools, resources, and expertise are needed to manage change—and apply them to higher education.
Abstract: Solo climbing mountainous terrain is like managing change in higher education—it requires meticulous planning, considerable effort, and the ability to adapt to a changing environment. This session will discuss how to take key climbing skills—assessing a changing environment and determining which tools, resources, and expertise are needed to manage change—and apply them to higher education. It will share a framework to plan for and manage change so you can achieve your personal and professional objectives.

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