This paper describes how various formal planning approaches were developed and applied at Pennsylvania State University. Phases (horizontal reduction, vertical reallocation, strategic planning, and strategic management) are identified as are principles including planning for change on the margins and continuity, providing for feedback, and…

A discussion of planning for college and university centennial celebrations, or other milestone anniversaries, looks at reasons for creating a major event; objectives of early planning sessions; considerations in event design; scope and budget; use of consultants; appointment of an archivist; individual event planning; and fitting events to the…

This paper argues for increased universitywide research planning, with emphasis on collective identification of priorities, open communication at all levels, careful allocation of resources, and long-range strategic planning. (DB)

Suggestions for making the academic planning process at the higher education level more productive include being realistic about what can be accomplished; carefully reviewing past planning efforts; preparing others for change; structuring change over time; and tailoring the model to the circumstances of the changes to be made. Substantive…

It is proposed that schools of social work typically respond reactively and defensively when workload demands increase relative to available resources. Strategic planning is offered as a tool for increasing faculty's and administrators' sense of vitality and empowerment. Conditions, tasks, outcomes, and pitfalls of successful strategic planning…

The links between research and development (R&D) and business planning were investigated through interviews with R&D and business executives in nine industrial corporations. Results show planning is generally program or project oriented, with little evidence strategic planning is the norm. Suggestions for improving R&D planning are…

A framework for strategic planning within academic departments is outlined. Elements include analyzing the strategic situation of all constituencies (department, institution, competitors, students, student employers), development of mission statement and departmental objectives, development of strategic market-target and curriculum options,…

PERT (Program Evaluation and Review Technique) was applied to a federal project developing curriculum materials for the mentally retarded. A 34-step process lattice and PERT chart were useful for long-range planning, supervising the activity, providing accountability, and training new staff members. (Author/DB)

This guide uses the planning process at the University of Maryland, College Park, as an example of comprehensive campus-wide planning for institutional and programmatic diversity goals. Five planning principles are identified: (1) accountability, (2) inclusiveness, (3) shared responsibility, (4) evaluation, and (5) institutionalization. Chapters…

This book is a how-to manual on creating an alumni relations program, including starting an alumni association. Brief sections address the following topics: defining purpose, launching the organization, establishing a membership policy, establishing a budget, writing a mission statement, creating a long-range plan, working with the development…

The efforts to develop a long-range plan for the Wisconsin Alumni Association are described. Steps to take to set up a long-range plan for alumni associations include: needs assessment, volunteer committee to advise staff, situation analysis, alumni census, mission statement, goals, implementing the plan, and evaluation. (MLW)

This report describes the Oklahoma City Metropolitan Library System's process of planning for a long-term literacy program for the metropolitan Oklahoma City/County area. The collection of data on community needs through interviews with local organizations and individuals and an extensive search of print and/or computerized information sources is…

Franklin and Marshall College (Pennsylvania) has used institutional mission, strategic planning, lessons learned from previous experience, and sound general management principles to guide reallocation of resources during a period of financial constraint. The objective was repositioning, not retrenchment, and the resulting academic program is…

This workbook develops basic strategic planning models and presents a step-by-step guide for those involved in a college or university's strategic planning process. The model contains 10 steps, from inception of the plan through the activities of review and revision after the strategic planning committee has completed its planning exercise and…

This guidebook was designed to help school administrators with little or no experience in technology planning initiate and carry out a step-by-step planning cycle. It shows how to organize a district for instructional technology integration by following a six-step planning model. Six chapters, based on the steps of the model, begin with a set of…