Learning Resources

Abstract: The “Greater College Park Initiative” is a signature multi-year effort in President Wallace Loh’s leadership and administration to continue positive town/gown relations with development that enhances both the university campus and surrounding communities.

This talk provided an overview of University of Maryland's (UMD) strategic plan and how it is supported by the five-year update to the university’s facilities master plan, approved in 2017. It discussed current local and regional planning initiatives as well as campus and community development projects, including the associated partnerships and collaborations with municipal, organizational, and private-sector partners.

Abstract: The newly consolidated Augusta University implemented an annual planning and resource alignment process to streamline procedures and integrate strategic efforts across the institution. This process fosters transparency in each unit's accomplishments, challenges, and priorities by holding annual open hearings that culminate with executive-level feedback on units’ annual plans and prioritization for fiduciary support. You will gain ideas for implementing such a process at your institution by exploring timing considerations, content of hearings, planning templates, and follow-up reporting and monitoring.

Abstract: The study described in this article investigated diversity in a unit within a postsecondary institution using the model described by Cox in Creating the Multicultural Organization by verifying the unit’s view of diversity, examining existing strategies used for diversity, evaluating consistencies, and identifying areas of improvement. The study included an analysis of unit employees to verify broad diversity by race and gender and an interview with senior leadership about the strategic plan for the unit on matters related to diversity. Overall analysis showed that the unit is doing better than most peer institutions in hiring female and minority candidates for positions. However, there are gaps in the unit’s approach to diversity that impact its ability to be an effective multicultural organization.

Abstract: This report was produced by the research team awarded the M. Perry Chapman Prize for 2015–2016.

What will be the impact of rapidly developing online learning modalities on the campus face-to-face experience over the next decade? What might campus planners need to look out for over the next 10 years as they strive to align their institution’s virtual and physical infrastructure with its mission?

This study reviews the scholarly literature and the expert views of practitioners in campus planning (both virtual and physical) to forecast how campuses might evolve between now and 2030. It views the university as a “complex adaptive assemblage” made up of many component parts working not within a systematic framework but as separate assemblages coexisting on campus affected by uncontrollable outside forces. These separate assemblages and their interrelationships can be better understood in a campus context by using experts in the fields of learning sciences, teacher professional development, educational technologies, learning environment/campus design, and others to form a cohesive idea of how the separate parts might come together to inform the future of higher education.

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.

Abstract: In 2009 the Arizona University System (supporting over 130,000 enrollments) through its Board of Regents directed its board president and the presidents of Arizona State University, University of Arizona, and Northern Arizona University to create an operational plan that reflected the board’s vision, goals, and strategic directions. A primary objective was to transform the system (or enterprise) vision into concrete goals and outcomes that would directly connect to financial decision making at the system and university level. The backdrop for higher education planning and budgeting expectations included the continuation of severe reductions in state funding, rapidly increasing student tuition and fees, and a call for greater accountability. The planning processes were characterized by the integration of board and presidential discussions, inclusion of constituent debate, identification of strategic choices, and approval of outcomes focused on measuring performance. The integration ran across and within three organizations or levels that included the Arizona Board of Regents, its system administration, and the three universities.

Abstract: The advantages of thoughtful, well-structured strategic planning and decentralized budgeting are numerous. But they bring different and sometimes conflicting perspectives to high-stakes discussions within the institution. By recognizing and preparing for these tensions, the odds increase that their potential benefits will not be eroded or eclipsed by distractions or destructive forces and they can work in harmony to help an institution accomplish its goals in an increasingly challenging environment. The author considers specific tensions and conflicts and draws on the experience of a flagship public university to suggest ways to manage these tensions and reap the benefits of both approaches.

Abstract: This article presents a range of approaches for linking budgeting to planning. After briefly discussing the natures of planning and budgeting, it presents four conceptual categories of ways to link the two. The article defines these as structural, adaptive-incremental, devolved, and holistic/advanced. No one approach will be correct for all institutions. Even where there is a system in place to link planning and budgeting, this is unlikely to be enough unless there is firm, skilled, aligned, and distributed leadership to keep the system on track toward institutional goals.