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Conference Presentations

Published
July 14, 2019

2019 Annual Conference | July 2019

Analytics, Assessment, Award

Our Successful Baldrige Journey

Abstract: FLEXSpace—The Flexible Learning Environments eXchange—and the Learning Space Rating System (LSRS) are tools that can help you plan, design, assess, and improve learning spaces on your campus. In this session, you will learn about the newly released FLEXspace 2.0 along with the LSRS. We'll cover the features and benefits of both tools and how they can be incorporated into the planning process. Come learn how to use these tools to inform designs and support end users from planning through post occupancy.

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Published
November 26, 2018

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An Analytics Handbook

Moving From Evidence to Impact

Data is powerful but not if you don't know how to use it. This handbook is designed to help any higher ed leader unleash the power of data that is always available but seldom leveraged.
Abstract: Data is only as powerful as your understanding around it. Analytics makes possible new understandings of students and their needs, and creates an advanced ability to improve student success through use of new software being implemented on campuses around the world.

This handbook is designed to help any higher ed leader unleash the power of data that is always available but seldom leveraged. It helps to answer the questions, (1) How does a campus strategically develop a plan for use of analytics in better supporting their students? (2) Once a culture is in place, how do leaders effectively move new evidence into action? This primer walks readers through each step of the analytics adoption.

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Planning for Higher Education Journal

Published
July 1, 2018

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Using Positive Turbulence for Planning and Change

As higher education leaders, we must take charge of our destinies and shape our industry by harnessing the forces of positive change using innovative, intentional approaches.

From Volume 46 Number 4 | July–September 2018

Abstract: Today we find our institutions barraged by the forces of change, and dutifully we respond. Over time, however, we end up molding our institutions to these forces to our own peril, and now U.S. higher education is on the ropes, so to speak. We believe education leaders should take hold of our destinies and shape our industry not by the forces of lackluster government policy, self-serving press and media, and for-profit mega corporations, but to serve true learning and personal growth. There are many tools we can use to lead change. This article introduces the concept of Positive Turbulence, an intentional, disruptive approach for positive change, to the education industry.

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Planning for Higher Education Journal

Published
October 1, 2017

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Connecting the Dots

Accountability, Assessment, Analytics, and Accreditation

Calls for accountability, outcomes assessment, evidence of institutional performance, and student success must be answered by integrated planning and decision making across higher education.

From Volume 46 Number 1 | October–December 2017

Abstract: Challenging times continue for higher education: calls for more accountability, assessment of outcomes, evidence of institutional performance, relevance for life and careers, and student success. Integrated strategic planning and decision making in this ever-changing environment is critical for campus leadership. To maximize accountability, assessment, analytics, and accreditation, it is imperative for campus leaders to develop an integrated approach that begins with standard metrics, aligns with performance-based goals, and connects with accreditation requirements. Analytics, learning analytics, and learning management systems provide the crucial link to learning standards that support the reporting, monitoring, and improvement of student learning.

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Planning for Higher Education Journal

Published
July 1, 2017

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Balanced Scorecard Implementation in a School of Nursing

A Case Study Analysis

Implementing the balanced scorecard measurably improved the overall effectiveness of planning activities and increased individual involvement in and understanding of the strategic planning process.

From Volume 45 Number 4 | July–September 2017

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.

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Planning for Higher Education Journal

Published
July 1, 2017

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Instituting a New Degree Program

A Case Study of University Planning

Change in higher education rests on the skills of administrators and their knowledge of the strengths and weaknesses of various planning approaches described in this case study.

From Volume 45 Number 4 | July–September 2017

Abstract: The past two decades have seen great social change and both massive consolidation and expansion of institutions of higher education, clearly presenting circumstances warranting the use of formal approaches to planning. Varying planning theories, past failures and successes, and differing circumstances have generated several partially contrasting planning models to guide organizational change. Therefore, institutions of higher education have a variety of such approaches from which to choose. This article presents a case study illustrating the use of several approaches to planning that is distinctive because it relies heavily upon experience-based planning, examples of which are unfortunately lacking in the literature base.

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Planning for Higher Education Journal

Published
April 1, 2017

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Responsibility Center Budgeting and Management “Lite” in University Finance

Why Is RCB/RCM Never Fully Deployed?

Despite its promise of revenue generation, cost reduction, and a host of other benefits, what is it about RCB/RCM that leads universities to deploy it only partially?

From Volume 45 Number 3 | April–June 2017

Abstract: After its first application nearly 40 years ago, responsibility center budgeting/responsibility center management (RCB/RCM) is now in place at nearly 70 major North American universities. An unstudied fact is that despite its popularity RCB/RCM is rarely deployed to its fullest extent. Instead, it usually exists in parallel with conventional planning and budget models. This study asks why, instead of fully implementing RCB/RCM, universities have chosen to apply it partially. The study finds multiple explanations. On the revenue side, some universities hold back a portion of income to create funds that are used to underwrite institution-wide strategies or subsidize mission-central academic programs that cannot be fiscally sustained under RCB/RCM. In other cases, revenue is held back to fund shared “public utility” services, while in still others the practice of holding back revenue for allocation by some other means is due to difficulty in drawing a functional line between the “academic” and the “non-academic.” On the cost side, some universities have limited the application of RCB/RCM in order to limit market behavior and forestall “fragmentation” (Burke 2007). The study points to several problems in both the practice and theory of RCB/RCM. For example, models meant in theory to complement RCB/RCM may in practice compete with it or promote monopolistic behavior.

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Conference Presentations

Published
July 19, 2016

2016 SCUP–51 Annual Conference | July 2016

Flossing

Building Healthy, Aligned Planning and Assessment Habits Prior to Accreditation Reviews

This session shares how one institution efficiently integrated and aligned planning and assessment activities with accreditation standards and cycles.
Abstract: Much like routine dental exams, accreditation reviews can create anxiety and generate short-term institutional activity that simulates long-term healthy habits. Authentic, ongoing planning and assessment aligned with accreditation standards reduces anxiety and produces successful results through holistic, efficient, and sustainable efforts. This session shares how one institution efficiently integrated and aligned planning and assessment activities with accreditation standards and cycles. We'll discuss how you can adapt a similar process at your institution so your institution can avoid redundant activities while achieving optimal institutional wellbeing.

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Planning for Higher Education Journal

Published
July 1, 2016

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A Call to Action for Student Success Analytics

Optimizing student success should be Institutional Strategy #1.

From Volume 44 Number 4 | July–September 2016

Abstract: Student success analytics promise to dramatically improve our capacity to increase student success across the entire spectrum of the student life cycle and throughout the student experience. Institutions will move beyond institutional accountability statistics to improve performance at the level of student success processes, practices, and interventions. Ultimately, these new processes, practices, and interventions promise to enable institutions to reinvent and personalize approaches to success.
By leveraging analytics and data science, leading-edge institutions “optimize” student success for individuals and cohorts by making student success a mission-critical, overarching institutional strategy. “Student success science” is a critical ingredient in reimagining higher education. This article provides a road map for institutional leaders on how to raise their analytics IQ so that they can leverage these practices to better serve their students, improve performance, and demonstrate value.
The use of analytics is potentially a key ingredient in sense making and decision making in all aspects of institutional performance and is critical in improving student success. Enlightened higher education leaders are committing to analytics and data science that deliver active interventions that improve student success.

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Planning for Higher Education Journal

Published
January 1, 2011

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Planners as Sensemakers and Sensegiver

Reshaping Austerity in College and University Planning

Within the context of austerity, the future role of planning offices is uncertain.

From Volume 39 Number 2 | January–March 2011

Abstract: Before the recession, planning offices were the workhorses supporting institutional growth strategies by translating the ambitions of senior administrators into action. However, the recession derailed many institutional ambitions; austerity suddenly supplanted growth. The future role of planners seems uncertain beyond operationalizing short-term damage control. Yet this article asserts that planners are uniquely positioned to assume an essential role in colleges and universities: sensemakers and sensegivers. Through sensemaking and sensegiving, planners can focus institutional dialogue on the meaning of austerity. Instead of accepting resource constraints as a ubiquitous rationale for retrenchment, planners can guide institutional dialogue toward acknowledging that new constraints merely discipline earlier ambitions within new parameters.

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