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Planning for Higher Education Journal

Published
September 14, 2020

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Untangling the History and Procedures of Strategic Planning

We Review a Century of Literature for Answers

By: Roy Mathew, Elsa Bonilla-Martin, Daniel Santana, and Erick Gonzalez

Almost since the time when the concept of strategic planning first appeared in the literature of higher education, its value has been questioned. Do strategic plans help institutions achieve excellence, or are they more likely to gather dust on a shelf? Perspectives are presented through a review of nearly 100 years of the history and theoretical basis for strategic plans.

From Volume 48 Number 4 | July–September 2020

Abstract: Is a strategic plan necessary for institutional success? In preparation for a new strategic plan at UTEP, we reviewed literature and found many publications that described the procedures of plan making and also case studies of how plans are produced. We also found substantial literature that questioned the value of strategic plans. These findings prompted us to think about the historical and theoretical basis for strategic plans: How did they emerge, what is their theoretical value, and is there a right way to do them? In our article we offer surprising answers to these questions based on a review of a century of theory and planning literature.

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Conference Recordings

Published
July 22, 2020

2020 Annual Conference | July 2020

Reframing Strategic Planning Priorities Through Results-based Strategic Design

By: David Haney, President (retired), Centenary College | Jeremy Houska, Director of Educational Effectiveness, University of La Verne

In this session, you will learn how Results-Based Strategic Design (RBSD) can help you supplement, restart, or reframe planning processes at your institution.
Abstract: Strategic planning processes need to be more engaging, relevant, and effective—especially within the disruptive context of the COVID-19 pandemic. Results-Based Strategic Design (RBSD) is an alternative approach to strategic planning that combines design-thinking methods with a focus on outcomes. By shifting from 'planning' for an unknown future to 'designing' human experiences, RBSD emphasizes student experience rather than institutional preservation, concrete problem solving, early adoption over prioritizing consensus, and strategy as behavioral change. In this session, you will learn how RBSD can help you supplement, restart, or reframe planning processes at your institution.

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Webinar Recordings

Published
July 15, 2020

Coffee Chat: Tracking the External Environment

The SCUP Spring Trends Report

By: Nick Santilli, Senior Director for Learning Strategy, SCUP | James Downey, Vice President for Planning & Institutional Effectiveness, Pittsburgh Theological Seminary

Join Nick Santilli and Jim Downey for a conversation that will highlight the SCUP Spring Trends and SCUP Trends for Canada reports. Scanning the external environment is a key factor in keeping your institution nimble and change-ready—two facets necessary for effective institutional planning. These documents are essential tools for strategic planning, scenario planning, and contingency planning.
Abstract: Join Nick Santilli and Jim Downey for a conversation that will highlight the SCUP Spring Trends and SCUP Trends for Canada reports. Scanning the external environment is a key factor in keeping your institution nimble and change-ready—two facets necessary for effective institutional planning. These documents provide overviews of the important external forces that impact institutional operations. They are also essential tools for strategic planning, scenario planning, and contingency planning.

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Webinar Recordings

Published
July 15, 2020

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Developing a Nimble and Change-Ready Planning Culture

By: Nick Santilli, Senior Director for Learning Strategy, SCUP | Larry Squarini, Vice President of Product Development, SPOL | Tony Adam, Senior Training Consultant, SPOL

Panelists Nick Santilli from SCUP and Larry Squarini and Tony Adam from SPOL discuss how integrated planning can help develop a robust culture and take a deep dive into strategic, operational, continuity, and scenario planning.

This is part three of the series, “Planning in Times of Crisis and Beyond: Reviving Your Strategic Planning Process.”

Abstract: This is the third in a series of complimentary, interactive webinars, “Planning in Times of Crisis and Beyond: Reviving Your Strategic Planning Process,” hosted by SCUP in partnership with SPOL focusing on planning for the new normal and beyond.

Our panel of experts discusses how integrated planning can help develop a robust culture and take a deep dive into strategic, operational, continuity, and scenario planning.

Recorded July 15, 2020.
Moderator: Mike Moss, President, SCUP.

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Webinar Recordings

Published
June 17, 2020

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That Didn’t Go As Planned

Reflections on Institutional Change During a Pandemic

By: Nick Santilli, Senior Director for Learning Strategy, SCUP | Larry Squarini, Vice President of Product Development, SPOL | Tony Adam, Senior Training Consultant, SPOL

Panelists Nick Santilli from SCUP and Larry Squarini and Tony Adam from SPOL discuss how institutions are living through the pivot and how scenario planning can fuel recovery.

This is the first installment of the series, “Planning in Times of Crisis and Beyond: Reviving Your Strategic Planning Process.”

Abstract: Planning in Times of Crisis and Beyond: Reviving Your Strategic Planning Process, hosted by SCUP in partnership with SPOL focusing on planning for the new normal and beyond. In this episode, our experts discuss how institutions are living through the pivot and how scenario planning can fuel recovery.

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Planning for Higher Education Journal

Published
June 15, 2020

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Is Higher Education Ready for Its Learners?

Impact Student Success Using the Three-Box Solution

By: Janel Bloch, Ryan D. Padgett, Shawn Rainey, Holly Riffe, Kimberly Scranage, Lois Schultz, and Gannon Tagher

With sweeping shifts in recruitment and retention of students throughout higher education, Northern Kentucky University committed to a pivot. Its new student framework emphasizes student support and academic delivery driven by strategic decisions and data rather than by impulsivity. Their Success by Design framework encouraged innovations that focused the university on meeting learners where they were.

From Volume 48 Number 3 | April–June 2020

Abstract: Northern Kentucky University (NKU) used an expedited and focused strategic planning process by applying Govindarajan’s (2016) Three-Box Solution to simultaneously manage the past, present, and future. A Core Team, supported by multiple resource teams consisting of representatives from all NKU constituencies, gathered input from nearly 2,000 stakeholders. The resulting Success by Design strategic framework concentrated solely on student success. This article describes the ongoing, iterative approach and offers recommendations for those seeking to develop widespread buy-in and unleash the innovative spirit needed to make their institutions more student-ready.

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Webinar Recordings

Published
June 3, 2020

Pivot Complete. Now What?

Planning Through the Pandemic to a Sustainable Future

By: James Downey, Vice President for Planning & Institutional Effectiveness, Pittsburgh Theological Seminary | Nicholas Santilli, Senior Director of Learning Strategy, SCUP, and Former Provost, John Carroll University

Higher education has become accustomed to a volatile environment. Volatile environments create significant degrees of ambiguity, complexity, and uncertainty. How do institutions navigate through this volatile environment? Scenario planning.
Abstract: Scenario planning generates multiple well-crafted contradictory narratives about the future to anticipate possible outcomes of environmental forces with the potential to impact an institution. It is important to note that scenario planning does not seek to predict an uncertain future. Instead, engaging in scenario planning provides an institution with the capacity to plan for potential outcomes that may interrupt institutional progress.

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Planning for Higher Education Journal

Published
May 20, 2020

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‘Smart Change’ for Turbulent Times

Planning for Survival Requires Speed, Flexibility, and Committed Leadership

By: Linda Baer and Ann Hill Duin

Higher education faces a very real threat today. In confronting the fallout from COVID-19, colleges and universities are pushed toward making a transformative change. What will that require? A commitment to adaptation, innovation, change management, meeting the most critical student needs, and leaders who stand up to the challenges.

From Volume 48 Number 3 | April–June 2020

Abstract: “Smart change” requires an understanding of when and how to employ routine, strategic, and transformative change. Amid COVID-19, we face an existential threat that demands institutions reimagine higher education as more inclusive, affordable, relevant, and successful. To do so, planners/leaders must emphasize the well-being and success of student/faculty/staff; develop scenarios for sustainable business models; design, develop, deliver, and train instructors to teach across and with all modalities; build collaborative networks within and across institutions; and connect with local, state, and regional businesses and industry.

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Planning for Higher Education Journal

Published
May 8, 2020

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Promoting Engagement in Strategic Planning

Southeast Community College Used FAST Goals to Capture Stakeholder Interest

By: Paul Illich and Shawna Herwick

Creating a positive, reflective, inclusive, and transparent institutional climate facilitated improved engagement in and ownership of strategic and departmental planning. The process of using FAST goals (frequently discussed, ambitious, specifically measured, and transparent) produced constructive outcomes.

From Volume 48 Number 3 | April–June 2020

Abstract: Southeast Community College (SCC) transformed its departmental planning by embedding a cultural goal within its strategic plan. The goal focused on creating a positive, reflective, inclusive, and transparent institutional climate—through the implementation of departmental FAST goals. That goal type refers to those that are frequently discussed, ambitious, specifically measured, and transparent, which represents an alternative to the commonly used SMART goal-setting approach. This article describes how a change of climate at SCC set the stage for the conversion to FAST goals—and improved engagement in and ownership of strategic and departmental planning.

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