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Example Plans

Published
March 5, 2021

Strategic Plan

Private Master’s College or University (Alabama, United States)

The university’s strategic plan details five broad goals with supporting strategies and measures for success. Focus centers on student success and leveraging technology for the 21st-century learning experience.

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Planning for Higher Education Journal

Published
February 9, 2021

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Leveraging Institutional Planning to Benefit Latinx Students

Racially Disaggregated and Actionable Data Improve Community College Transfer Success

How can institutional planners make a difference for underrepresented minority students? Senior administrators at East Los Angeles College addressed inequities in Latinx student transfer rates with data-backed culturally-relevant strategies.

From Volume 49 Number 2 | January–March 2021

Abstract: California Community Colleges, since 2014, have explicitly targeted retention, transfer, and completion outcomes through a mandated planning process supported by newly-allocated fiscal resources. The policy focuses on equity-driven institutional planning that identifies and addresses disparities for specific groups (e.g., Latinx students, foster youths, veterans). This article shares insight from five years of case study research, exploring how senior administrators address Latinx student transfer inequity through new culturally-relevant strategies. Within California, Latinx students comprise the largest share of transfer-aspirants, but they have significantly lower rates of academic success. Key lessons are shared to leverage planning efforts to improve outcomes for underrepresented minority students.

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Conference Recordings

Published
October 20, 2020

2020 North Central Regional Conference | October 2020

Go Nowhere Without a Partner

This session will demonstrate how to meet complex needs for economic mobility and the workforce through several diverse partnerships. You’ll learn about various sources you can use to achieve successful project results as well as how you can nurture your campus and community partnerships for the long term.
Abstract: It’s now more important than ever for higher education institutions to leverage resources and demonstrate their relevancy to the students and communities they serve. This requires creativity and grit. This session will demonstrate how to meet complex needs for economic mobility and the workforce through several diverse partnerships involving campus buildings, major public realm investments, and a $300 million public-supported levy. You’ll learn about various sources you can use to achieve successful project results—city capital and operational money, voters, private sector—as well as how you can nurture your campus and community partnerships for the long term.

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Conference Recordings

Published
October 5, 2020

2020 Southern Regional Conference | October 2020

The Spectrum of Space and Capital Planning in Florida and Georgia

The Florida State and Georgia University Systems employ varied approaches to their space standards, planning, and capital programs. We’ll compare these approaches and discuss best practices for determining the effectiveness of space use and the planning process.
Abstract: Space planning and capital programming should reflect an institution’s role and mission. Relating data analysis to institutional priorities is key to effectively communicating institutions’ needs to funding agencies. The Florida State and Georgia University Systems employ varied approaches to their space standards, planning, and capital programs. We’ll compare these approaches and discuss best practices for determining the effectiveness of space use and the planning process. Come learn about accuracy in space planning metrics, how to appropriately apply them in campus-wide planning and building programming, and how to relate needs to your institution’s strategic goals and performance indicators for funding.

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Conference Recordings

Published
July 20, 2020

2020 Annual Conference | July 2020

Improve Implementation and Innovation With Project Management

We will share how University of Illinois has introduced project management tools and processes to help stakeholders implement plans and use resources more effectively.
Abstract: Often people leading the implementation of new initiatives or response plans have enthusiasm and dedication, but lack specific skills, tools, and methods necessary for success. We will share how University of Illinois has introduced project management tools and processes to help stakeholders implement plans and use resources more effectively. You'll learn how providing a defined path from idea to implementation ensures initiatives are evaluated and prioritized, resources are deployed effectively, and projects are supported correctly.

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Conference Presentations

Published
July 14, 2019

2019 Annual Conference | July 2019

Does Roll-Out Matter?

Policy Communication and Operationalization

Abstract: Strategic planning often involves the development of new or revised policies. Policy communication and operationalization can significantly impact morale and strategic plan buy-in and we must consider it in a well-planned and integrated manner in order to produce effective change. This presentation will focus on lessons learned in policy roll-out, and through sharing your own experiences, you will gain an increased understanding of challenges and opportunities in policy roll-out that can inform strategic planning decisions on your campus.

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Planning for Higher Education Journal

Published
October 1, 2018

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Designing and Implementing Systemic Academic Change

Hiram College’s Model for the New Liberal Arts

The Hiram College president offers a constructive and realistic example of systemic change designed to help liberal arts institutions not only survive but thrive in the face of 21st-century challenges.

From Volume 47 Number 1 | October–December 2018

Abstract: For most institutions of higher learning to thrive amid the shifting demographics, financial outlooks, and value propositions of the 21st century, they must design and implement change that is comprehensive rather than compartmental. Since such change comes hard to institutions steeped in century-old traditions, there are few colleges or universities that have undertaken it. Hiram College (OH) is an exception. Given the dearth of lessons from the field, the Hiram College president offers this constructive and realistic example of systemic change and the five possible steps that academic leaders and trustees elsewhere might consider before triggering it.

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Planning for Higher Education Journal

Published
October 1, 2015

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Systemness

A Case Study

This article traces the launch of a substantial reorganization of public higher education in Connecticut through the lens of “systemness”. The case study details the dynamics and challenges of implementing “Transform CSCU 2020” in a period of turbulence and change with a concluding focus on lessons learned.

From Volume 44 Number 1 | October–December 2015

Abstract: State institutions of higher education in Connecticut are experiencing a dramatic and unprecedented period of change: the consolidation of four universities and 13 community colleges into Connecticut State Colleges & Universities (CSCU) and the creation of a new administrative structure. This article charts the early stages of this process, presenting events as they unfolded during Governor Dannel Malloy’s first term beginning in January 2011, through his November 2014 reelection, until his state budget was passed in June 2015.

Advocates of systemness in higher education are challenged to balance the promise of centralized leadership and localized prerogative in designing and implementing policy. Systemness offers the promise of synergy and innovation within and across the system guided by common purpose and vision.

This article discusses five specific implementation processes and challenges: a systemwide credit transfer articulation program; Southern Connecticut State University’s early Transform CSCU 2020 initiatives; an ongoing effort throughout CSCU to develop a systemwide identity; the potential impact of budget constraints on systemness; and difficulties selecting and developing administrators and leaders.

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Conference Presentations

Published
July 12, 2014

2014 SCUP–49 Annual Conference | July 2014

Strategic Implementation

Put Your Employees in the Driver’s Seat

By engaging employees as “owners” in the strategic planning process, they can actively manage the forces and operational processes during plan implementation, monitoring, and controlling.
Abstract: A university’s strategic plan sets out its intent to reach higher, innovative levels to be considered prominent, a market leader, or universally recognized for excellence. By engaging employees as “owners” they can actively manage the forces and operational processes during plan implementation, monitoring, and controlling. Working with data-based performance metrics aids employees—and even students— in decision-making to evaluate options that affect performance thereby influencing the outcome. This session provides insight into KSU’s approach on engagement across the university.

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Planning for Higher Education Journal

Published
July 1, 2013

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Employing College and University Credit Ratings as Indicators of Institutional Planning Effectiveness

Credit ratings can be an integral component of the planning process, particularly as an implicit indicator of institutional planning effectiveness.

From Volume 41 Number 4 | July–September 2013

Abstract: College and university credit ratings directly affect institutional budgeting and planning. Hence, they should be of special concern to those charged with institutional planning. This article underscores the critical role that the ratings issued by two major rating agencies play in institutional finances and planning. Because rating agencies take into account a broad range of criteria, credit ratings remain a robust indicator of creditworthiness and can serve as signaling devices regarding institutional market positioning. Therefore, decision makers should be aware of the importance of ratings as they seek to compete for students and resources in the short run and plan for the long term.

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