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Schedule

The schedule below outlines the topics we will be covering in this course, along with the associated time frames and assignments.

Lesson 1
Lesson 1

Readings:
  • Dooris, M., Kelley, J. & Trainer, J. (2004). Strategic Planning in Higher Education. New Directions in Institutional Research, 123, 5-12.
  • Fish, S. (2004). Plus Ça Change. Chronicle of Higher Education. April 2nd.
  • Keller, George (2007). The Emerging Third Stage in Higher Education Planning. Planning for Higher Education, 28(2): 1-7.
  • Keller, G. (1983). Chapter 3 (pp. 40-71): “New Management Wine in Old Academic Bottles” in Academic Strategy: The Management Revolution in American Higher Education. Baltimore, MD: Johns Hopkins Press.

Assignments:
  • Yammer Introduction
  • Yammer Activity - Defining Strategic Planning
Lesson 2
Lesson 2

Readings:
  • American Association of State Colleges and Universities (2014) Top 10 Higher Education Policy Issues for 2014.
  • Fethke, Gary C. and Andrew J. Policano (2012). Preface (pp. vii – x) and Ch. 1: “Introduction: Challenges, Solutions, and Themes” (pp. 3-8) in Public No More: A New Path to Excellence for America’s Public Universities. Stanford, CA: Stanford University Press. (full text online through PSU Libraries).
  • Dickeson (2010). Preface
  • Dickeson (2010). Ch 1: Recognizing the Need for Reform.

Assignments:
  • Initiatives Writing Assignment
Lesson 3
Lesson 3

Readings:
  • Brinkman, P. (2006). Using Economic Concepts in Institutional Research on Higher Education Costs. New Directions for Institutional Research, 132, 43-58.
  • Cheslock, J. (2006). Applying Economics to Institutional Research on Higher Education Revenues. New Directions for Institutional Research, 132, 25-41.
  • Zemsky, R., Wegner, G. and Massy, W. (2005). Chapter 4: “On Being Mission-Centered and Market Smart” in Remaking the University: Market-Smart and Mission-Centered. New Brunswick, MJ: Rutgers University Press.

Assignments:
  • Case Scenario Activity
Lesson 4
Lesson 4

Readings:
  • Dickeson (2010). Ch 2: Identifying responsible leadership.
  • Dickeson (2010). Ch 3: Reaffirming institutional mission.
  • Dodd, A. (2004). Accreditation as a Catalyst for Institutional Effectiveness. New Directions in Institutional Research, 123, 13-25.

Assignments:
  • Organization-Level Strategic Planning Exercise
Lesson 5
Lesson 5

Readings:
  • Dickeson (2010) Ch 4: Defining what Constitutes a Program.
  • Dickeson (2010) Ch 5: Selecting Appropriate Criteria.
  • Dooris, M. and Rackoff, J. (2012). Institutional Planning and Resource Management. Ch 11 in The Handbook for Institutional Research. San Francisco: Jossey-Bass. 

Assignments:
  • Begin Criteria Assignment (Due in lesson 6!!)
Lesson 6
Lesson 6

Readings:
  • Clagett, C. (2004). Applying Ad Hoc Institutional Research to Strategic Planning. New Directions in Institutional Research, 123, 33-48.
  • Dickeson (2010) Ch 6: Measuring, Analyzing, Prioritizing.
  • Middle States Commission on Higher Education (2003). The Student Learning Assessment Plan in the Context of Institutional Planning. Pages 54-65 in Student Learning Assessment Options and Resources. Philadelphia, PA: author.

Assignments:
  • Submit Criteria Assignment
Lesson 7
Lesson 7

Readings:
  • Dickeson (2010) Ch 7: Anticipating Process Issues.
  • Dickeson (2010) Ch 8: Implementing Program Decisions.
  • Seymour, D. (2004). Linking Planning, Improvement, and Institutional Research: Los Angeles City College. New Directions in Institutional Research, 123, 59-69.
  • Seymour, D., Kelley, J., & Jasinski, J. (2004).  Linking Planning, Improvement, and Institutional Research. New Directions in Institutional Research, 123, 49-56.

Assignments:
  • Planning Process Assignment
Lesson 8
Lesson 8

Readings:
  • Dickeson (2010) Ch 9: Achieving Strategic Balance.
  • Keller, George (1997). Planning, Decisions, and Human Nature. Planning for Higher Education, 26(2):18-23.
  • Kelley, J. & Trainer, J. (2004). A Team Approach to Goal Attainment. New Directions in Institutional Research, 123, 97-104.
  • Paris, K. (2004). Moving the Strategic Plan off the Shelf and into Action at the University of Wisconsin-Madison. New Directions in Institutional Research, 123, 121-127.
  • ​Trainer, J. (2004). Models and Tools for Strategic Planning. New Directions in Institutional Research, 123, 129-138.

Assignments:
  • Final Strategic Planning Assignment
Lesson 9
Lesson 9

Readings:
  • Goldstein (2012, 4th ed.). Ch 1: An Introduction to Budgeting.
  • Goldstein (2012, 4th ed.). Ch 2: The Political and Regulatory Environment.
  • Goldstein (2012, 4th ed.). Ch 3: The Economic Environment
  • Goldstein  (2012, 4th ed.). Ch 9: The Operating and Capital Budget Cycles.

Assignments:
  • Worksheet Activity
Lesson 10
Lesson 10

Readings:
  • Goldstein (2012 rev.) Ch 5. Expenses and Costs
  • Goldstein (2012 rev.). Ch 6: Planning for Success
  • Goldstein (2012 rev). Ch 7: Comprehensive and Special-Purpose Budget Models

Assignments:
  • Excel File Activity
Lesson 11
Lesson 11

Readings:
  • Ehrenberg, R. (2000). Chapter 2 (pp. 19-31) “Who Is in Charge of the University?” in Tuition Rising: Why College Costs So Much. Cambridge: Harvard University Press.
  • Ehrenberg, R. (2000). Chapter 12 (pp. 157-170) “Internal Transfer Prices”in Tuition Rising: Why College Costs So Much Cambridge: Harvard University Press.
  • Goldstein (2012 rev.). Ch. 12 Responding to Extraordinary Circumstances.
  • Kosten, Linda and Cheryl D. Lovell (2011). “Academic Deans’ Perspectives on the Effectiveness of Responsibility Centered Management.” Ch 9 (pp. 85-101) in Integrated Resource and Budget Planning at Colleges and Universities,” Carol Rylee (ed.), Society for College and University Planning.
  • Morgan, A. W. (1984) The New Strategies: Roots, Context, and Overview.” In L. Leslie (Ed.). Responding to New Realities and Funding. New Directions for Institutional Research, no. 43. San Francisco: Jossey-Bass. September 1984

Assignments:
  • Excel Activity Continued
  • Yammer Activity
Lesson 12
Lesson 12

Readings:
  • Barr, Margaret J. (2002). “Problems and Pitfalls in Fiscal Management” (pp. 77-94) in Academic Administrator’s Guide to Budgets and Financial Management. San Francisco, CA: Jossey-Bass.
  • Bottorf, Peggy. (2011). “Academic Resource and Budget Planning.” Ch 10 (pp. 102-111) in Integrated Resource and Budget Planning at Colleges and Universities.” Carol Rylee (ed.), Society for College and University Planning.
  • Wildavsky, Aaron and Naomi Caiden. (2004). “The Dance of the Dollars: Classical Budgeting” (pp. 46-50 & 57-67) in The New Politics of the Budgetary Process. 5th Edition. New York: Pearson-Longman.

Assignments:
  • Excel Activity
Lesson 13
Lesson 13

Readings:
  • None

Assignments:
  • Funding Plan Assignment

Lesson 14
Lesson 14

Readings:
  • None

Assignments:
  • Yammer Post
  • Synchronous Session will be held via Blackboard Collaborate

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