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Your Higher Education Planning Library

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Conference Recordings

Published
July 15, 2021

2021 Annual Conference | July 2021

Pivot! Planning During a Pandemic and Staying on Course

By: Paula Kinney, Saint Paul College-A Community and Technical College | Nichole Sorenson, Saint Paul College-A Community and Technical College

In this session, we'll share best practices and lessons learned in virtually adapting the cycle of planning and budgeting processes to an uncertain, volatile, and virtual environment.
Abstract: The pandemic hit during a crucial part of Saint Paul College's annual planning process, forcing processes, events, training, and decision-making to move to a totally virtual environment. In addition to pivoting operations, Saint Paul College also faced uncertain financial conditions. In this session, we'll share best practices and lessons learned in virtually adapting the cycle of planning and budgeting processes to an uncertain, volatile, and virtual environment.

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Conference Recordings

Published
July 15, 2021

2021 Annual Conference | July 2021

Observed Themes in Higher Education Planning and Design From the 2021 Excellence Award Entries and Recognition of Winners

By: Edwin Harris, EVOKE Studio | Kristine Kenney, University of Washington-Seattle Campus | Brent Stringfellow, Lehigh University | Dennis Swinford, University of Massachusetts-Boston

The 2021 jury members will share observations and trends from this year’s entries and acknowledge award recipients. Award certificates will be distributed at the end of the program.
Abstract: Awards programs are a way to not only recognize and applaud those individuals and organizations whose achievements exemplify excellence but also to provide learning opportunities for everyone whose lives and passions involve higher education. The 2021 jury members will share observations and trends from this year’s entries and acknowledge award recipients. Award certificates will be distributed at the end of the program. Congratulations to the 2021 winners!

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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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Conference Recordings

Published
July 13, 2021

2021 Annual Conference | July 2021

Planning for Equity-Centered Transformation

By: Karen Stout, Achieving The Dream, Inc.

We must abandon the traditional three- to five-year planning cycle in favor of combining a macro-planning approach with shorter-term sprints (quick-turnaround scenario planning flexibility) to meet the changing needs of our students and communities.
Abstract: A pandemic, a rollercoaster economy, and continued racial injustice require going beyond realignment, redesign, and reform to equity-based transformation. How can we effectively tear down systemic barriers in everything from student access and success to teaching and learning? What will rebuilding for transformation look like? We must abandon the traditional three- to five-year planning cycle in favor of combining a macro-planning approach with shorter-term sprints (quick-turnaround scenario planning flexibility) to meet the changing needs of our students and communities.

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Conference Recordings

Published
July 13, 2021

2021 Annual Conference | July 2021

Strategic Plan Implementation in a VUCA Environment

By: Heather Murchison, Lakehead University

In this session, we'll share how Lakehead University developed a phased strategic approach to guide implementation of its strategic plan.
Abstract: Institutions are currently operating in a VUCA environment, requiring them to manage immediate pressures while still advancing long-term goals. In this session, we'll share how Lakehead University developed a phased strategic approach to guide implementation of its strategic plan. Come learn how a revised approach can serve as a foundation to support a community-informed strategic plan implementation in a VUCA world.

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Conference Recordings

Published
July 12, 2021

2021 Annual Conference | July 2021

Strategic Resource Allocation

More Important Than Ever Before

By: Larry Goldstein, Retired, Campus Strategies, LLC

This session will focus on a proven process for fairly and holistically evaluating all current academic programs and support functions to assess their value and contribution to institutional success.
Abstract: Many institutions will not change their mission because of the pandemic, but they will need to change their approach to fulfilling that mission. This session will focus on a proven process for fairly and holistically evaluating all current academic programs and support functions to assess their value and contribution to institutional success. Reallocating resources is difficult in the best of times and performing this function under financial distress is exponentially tougher. Come learn how you can apply our collaborative approach at your institution to make this process more manageable and achieve better outcomes.

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Conference Recordings

Published
July 12, 2021

2021 Annual Conference | July 2021

Transformation in Turbulent Times

An Action Guide for Higher Education

By: Linda Baer, Linda L. Baer Consultant | Joseph (Tim) Gilmour, Strategic Initiatives, Inc. | Donald Norris, Strategic Initiatives, Inc.

Come learn about our framework for leading transformation, including a checklist for success, case studies in change, and resources for smart planning and strong execution.
Abstract: Higher education leaders must evolve in order to navigate the profound changes that are impacting their institutions. These challenging times require strategic foresight, transformative planning skills, and strong execution. With accelerated urgency driving the need for transformation, leaders must apply smart planning competencies to multiple campus areas in order to create a clear road map for future regeneration. Come learn about our framework for leading transformation, including a checklist for success, case studies in change, and resources for smart planning and strong execution that will help you respond to ongoing disruptive factors and plan for a thriving future.

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Conference Recordings

Published
March 18, 2021

2021 North Atlantic Regional Conference | March 2021

Better Value and Outcomes through Integrative Design

By: Patricia Devine, Princeton University | Nadav Malin | Michael Pulaski, Thornton Tomasetti | Natalie Shivers, Princeton University

In this session, we'll share our results and challenges with the Integrative Design Process (IDP) at Princeton, and show how you can use an IDP to realize better value and outcomes for your campus project.
Abstract: The Integrative Design Process (IDP) is a powerful collaborative framework that aligns with an institution's culture to cost-effectively achieve any project's desired outcomes. After adopting IDP incrementally since 2003, Princeton University has created a full program, including a roadmap and in-depth training. A well-designed IDP supports participation and buy-in from users and effective collaboration in project teams-that means fewer changes during the construction documents phase and construction, smoother turnover, and better performance. In this session, we'll share our results and challenges and show how you can use an IDP to realize better value and outcomes for your campus project.

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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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Example Plans

Published
January 22, 2021

Academic Plan, Information Technology Plan, Master Plan, Strategic Enrollment Management Plan, Strategic Plan

Public Associate’s College (California, United States)

The institution displays their list of institutional plans in a clickable infographic that shows them in the context of the long-range planning cycle and the annual cycle.

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