Learning Resources

Abstract: Build Capacity for Integrated Planning

Whether you’re preparing a committee for an upcoming planning process or simply looking for directions for your own professional development, the Integrated Planning Competencies can help you determine the knowledge, skills, and dispositions your institution needs to advance integrated planning.

Integrated planning requires building capacity in the people who do planning so they have the necessary knowledge and skills for success. But higher education institutions that focus only on developing planning-related expertise often face hurdles when they attempt integrated planning. Why? Because colleges and universities are complex environments and using an integrated planning approach in those environments requires a wide range of knowledge, skills, and dispositions. Some of the required expertise might seem obvious (like writing goals or analyzing information). But some of it may be less so—particularly expertise related to “soft” skills or human skills, like communication or collaboration.

To provide more clear and specific guidance, SCUP identified competencies—knowledge, skills, and dispositions—that individuals need for successful integrated planning. We analyzed the experiences and viewpoints of around 300 planners and higher education administrators in order to surface the competencies—both obvious and inconspicuous—that underpin integrated planning success.

Abstract: An effective mission statement can act as an institution’s North Star—providing a distinct, constant direction that a college or university can travel towards. But frequently, college and university mission statements are too broad, too vague, or too outdated to help institutions navigate today’s challenges and opportunities.

This toolkit will help you craft a mission statement that is both inspirational and useful. It will walk you through the steps of evaluating your current mission statement, facilitating the key conversations and decisions that underpin an effective mission statement, and writing a mission statement that serves your institution.

Abstract: The pace of change is getting faster, and it’s getting harder to anticipate what the future holds—and how your institution can prepare. Scenario planning can help your institution plan for a volatile and uncertain future. Scenario planning uses today’s forces and trends to imagine probable futures and what they could mean for your institution. It’s a flexible process that can inform your institution’s regular planning processes or be used as part of recovery planning in response to disruptions or catastrophic events.

An Integrated Approach to Scenario Planning is a toolkit that will walk you step-by-step through scenario planning. It includes instructions, examples, and blank worksheets that you can use to start scenario planning at your institution immediately. Don’t let your college or university get blindsided. Download your copy and prepare for the future.

Abstract: For an integrated planning effort to succeed—particularly in higher education—collective commitment from all of the institutional stakeholders is critical.

To get that collective commitment, you need to do two things: 1) Design your planning process so it leverages your institution’s internal and external cultures, and 2) Involve your critical stakeholder groups in the planning process. Tapping into the stakeholder groups in meaningful ways will increase engagement, transparency, and commitment to the process and the products of integrated planning. Remember, institutional stakeholders are the carriers of your mission and institutional culture. Mission and culture are the key drivers of institutional success. If you do not respect your stakeholders, mission, and culture, your planning efforts will not yield a plan to enhance student success and institutional thriving.

This toolkit includes recommendations and worksheets to help you analyze your stakeholders and determine how to meaningfully engage them in the planning process.

Abstract: Do you call it a “goal,” “objective,” or “priority”? The terms used to describe planning vary from campus to campus. That’s why it’s critical that your college or university creates a shared language around planning that everybody understands. The SCUP Integrated Planning Glossary gives you a place to start. Use our list of common planning terms and our definitions to begin conversations about your institution’s unique planning language. Updated October 2021.

Find this helpful? Creating a common language is one of the many vital points discussed in the SCUP Planning Institute workshop—designed to help you and your team move from goals to implementation together.

Abstract: From launching new degree programs to assessing learning outcomes, academic planning happens every day—even if it’s not in a documented academic plan. Use this assessment to determine how robust academic planning is at your institution . . . and identify areas for improvement.