Learning Resources

Abstract: “Integrated strategic planning” is a much more collaborative process in its development and execution than the practice of the executive team and/or a consultant simply drafting a plan with the expectation that it will be implemented by others. In this article, the author recounts her unique experience in going through the strategic planning process twice in the same stressful environment of an educational institution beset by financial, cultural, and accreditation challenges. The first plan was unsuccessful because it did little to engage institutional stakeholders as the board and administration did what they separately believed was best. It was drafted by the author in her capacity as an outside consultant and according to the instructions of the then executive team. On the second occasion, the prior president had been replaced by the author. As the new leader of the institution, the author used an integrated planning process. The result was a more meaningful plan as the stakeholders worked together and held each other accountable in its development and execution, leading to a turnaround that saved the school and surprised the community.

Abstract: Higher education institutions are under pressure to make transformative changes aimed at improving key areas of performance: access, affordability, price, and productivity to name a few. Institutions have responded with budget cuts and efficiency gains with incremental success. Yet paradoxically the very success they have achieved has also impeded the transformative change their stakeholders seek.

Many theories exist to support adaptive change in higher education. A single foundational theory of organizational change in industrial enterprises explains the paradox and illustrates how incremental success slows transformative change. Structural contingency theory, introduced by Alfred Chandler in 1962, encapsulates a number of higher education change theories, further grounding practitioners as they assist institutions in adapting to changing conditions and informing their planning efforts.

To achieve transformative change requires a model of integrated planning to synthesize unit improvements into institutional change greater than the sum of its parts. This article presents structural contingency theory to explicate the change process and introduces institutional portfolio management as an operational model of integrated planning. It speaks to an audience of practitioners seeking pragmatic solutions to very real and present problems.

Abstract: Integrated planning is a key concept for higher education planners. But it is difficult to define and even harder to express through individual competencies. Questions remain: what are the key constructs of integrated planning, what skill sets compose integrated planning, and how can it be measured? We suggest that integrated planning cannot be fully examined at the level of the individual planner, but rather that integrated planning is an institutional manifestation—understood only through organizational observation. This article explores this concept and makes a case for integrated planning as an organizational competency. We explain why orienting from this perspective is critical to success.

Abstract: This article lays the groundwork for “the connected university” as the most desirable, most robust operational platform for both achieving institutionally coherent integrated planning and delivering on the mandate to grow, challenge, and inspire creative young minds. Beginning with Bateson’s prescription that we “learn to think as Nature thinks” and appreciating not only the connectivity and related mental processes embedded in large-scale natural systems but also the inherent connectivity and associated mental processes underlying our disparate branches of knowledge, the author argues for a more experimental and deliberate approach to manifesting this connectivity and the corresponding critically important mental processes across the structures, departments, pedagogical forms, and policies of our universities. Our universities too, he says, need to learn to think as Nature thinks. He points to the “connectivity imperative” voiced over the years by thought leaders in multiple fields, including Thomas Homer-Dixon, Franz Johansson, Albert Einstein, Vartan Gregorian, and Buckminster Fuller while at the same time acknowledging the obstacles to connectivity so deeply embedded in our university cultures, practices, politics, and reward systems. Turning to his own story, the author recounts how as a youngster, prompted by a unique gift of Chopin’s music and Einstein’s writings, he first began to think about the exciting hidden connections to be discovered by combining and savoring experiences from different disciplines. He underscores the tricky interplay of belief and perception as we endeavor to figure out how the world works—how what we believe informs perception and how new perceptions, mediated by learning and experience, can inform what we believe—charging our educational systems, and higher education in particular, with the responsibility of helping students form their world-defining “inner Eye,” that “eye” through which they perceive the world around them and conceive their worlds of the future. He concludes with a list of prototypes and “winning solutions” that have enhanced connectivity within several universities with which he has had personal involvement. His vision for the transformation of universities is ultimately pragmatic as well as idealistic, moving institutions toward greater connectivity through the proliferation of modestly scaled “pocket” connectivity programs as well as university-wide integrated planning initiatives where larger scale and more radical visions might be debated and strategized with unfettered imagination and a sense of urgency.

Abstract: The current study investigated the diversity efforts of 67 new presidents of colleges, universities, and community colleges identified from positions advertised in the Chronicle of Higher Education over a one-year period. Specifically, research sought to assess presidents’ perceptions of diversity and their plans for diversity at their initial time of hire. Findings offered insight into new college presidents’ attention to diversity. If diversity is going to truly take shape at an institution, its leader, often the president, must do what his/her title implies and take the lead.

Abstract: In 2011, after an international competition, the City of New York selected Cornell University to develop a new applied sciences campus on Roosevelt Island. Cornell immediately began to turn its vision for Cornell Tech into reality, creating a graduate-only 21st-century urban university dedicated to technology commercialization and entrepreneurship tailored to the economic strengths and needs of New York City. To meet these ambitious objectives, Cornell would have to break the mold and pursue an approach never before seen in American higher education, including a campus organized solely around multidisciplinary hubs, a unique design that promotes collaborative connectivity, and a focus on third-party development partners to provide many of the campus’s key components.

Abstract: University “crisis management” can be more effective with prior planning and preparation. Campus leaders need to be sensitive to both the public relations and legal dimensions of the knotty issues they are likely to face. The two authors—an attorney and a public relations executive—identify seven steps that universities should take to be well prepared for that inevitable day when a crisis descends onto their campus without warning.

Abstract: Within the higher education community, there is increasing awareness of the need to plan for more frequent occurrences of natural hazards and the effects of climate change. Many institutions are recognizing the operational and financial risks posed by these threats. Case studies at the University of Christchurch, Canterbury, and The Ohio State University demonstrate the value of a campus plan for guiding decisions around resilience. Incorporating resilience planning into the campus planning process provides an opportunity to engage key stakeholders to address a campus’s vulnerabilities, align resilience-related investments with the broad campus vision, and ensure the long-term viability of the institution.

Abstract: The Glendale Community College integrated strategic planning model represents a significant paradigm shift at the institution. Rather than focus exclusively on the production of a strategic plan, the college now seeks to vertically integrate planning at the departmental, divisional, and college levels and horizontally integrate planning with resource allocation and assessment across the organization. This disruptive innovation allows the college to remain true to its mission and ensures the allocation of resources to strategic priorities linked to student success.