Integrating Higher Education Planning and Assessment:
A Practical Guide

by David Hollowell, Michael F. Middaugh, and Elizabeth Sibolski

SCUP's most recent publication Integrating Higher Education Planning and Assessment: A Practical Guide provides insight on the higher education assessment process with an emphasis on planning and metrics. Using their extensive experience on the University of Delaware campus the authors give numerous examples of the integrated nature of planning. Intended for anyone on campus who is involved with the planning or accrediting process, this book provides a useful resource.

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©SCUP 2006
ISBN 0-9700413-9-X

 (PDF 1.4 MB)

Table of Contents

Preface

Chapter 1: Introduction

Chapter 2: Structuring the Planning Process

Chapter 3: Academic Planning

• Who is the intended market?
• What programs and services are needed to serve that market adequately and appropriately?
• What image or "brand" does the institution wish to project to the market?
• How will the institution know if it is successful?

Chapter 4: Resource Planning

• Revenue Streams
• Expenditure Categories

Chapter 5: Facilities/Physical Resources Planning

Chapter 6: Understanding the Language of Planning

• Strategic, Long-Range, Tactical, and Operational Plans
• Institutional and Unit Planning; Centralized and Decentralized Planning

Chapter 7: Strategies for Assessing Results

• Institutional Effectiveness Assessments Assessing Academic Progress
• Assessing Budget/Financial Progress
• Other Financial Assessments
• Assessing Facilities/Physical Resource Progress
• Educational Effectiveness Assessments Assessing the Student Experience
• Academic Program Review
• Student Learning Outcomes Assessments
• A Final Word About Assessment

Chapter 8: Integrating Planning and Assessment

• Getting Started and Getting Help

Chapter 9: Planning and Assessment at the University of Delaware: A Case Study

• Budget/Financial Planning
• Long-Range and Strategic Planning
• Tactical Planning

Chapter 10: Building Planning and Assessment Processes on Your Campus

• Helpful Hints: Assuring Successful Integration of Planning and Assessment

Starting from Institutional Mission

Understanding the Market and Creating a "Brand"

Covering Long-Range, Strategic, Tactical, and Operational Plans and Decisions

Integrating Academic, Resource, and Facilities Elements

Deciding What's Important, Setting Priorities, and Establishing a Timetable

Using Plans as Guidelines for Action Rather Than Documents Set in Stone

Identifying and Implementing Appropriate Linkage Points

Integrating Assessments, Plans, and Budgets

Acknowledging the Leadership Imperative

Achieving Broad Participation and Wide Communication

Understanding the Value of a Decision Model

Developing and Implementing an Active and Continuing Process

Staffing an Integrated Planning/Assessment/Budget Process

Learning What Others Are Doing

Obtaining and Using Expert Advice and Assistance

Developing the Capacity for Assessment and Institutional Research

Judging Progress and Recalibrating the Plan

Periodically Evaluating the Integrated Planning and Assessment Processes

Closing Thoughts

Selected Bibliography and Other Resources

Acknowledgments

About the Authors

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About the Authors

David Hollowell is executive vice president and treasurer at the University of Delaware. He was the 1994–95 president of SCUP and the 1997 recipient of SCUP's Distinguished Service Award. He served as treasurer of the Board of Trustees of the Middle States Association of Colleges and Schools (MSACS) since 2004.

Michael F. Middaugh is assistant vice president for institutional research and planning at the University of Delaware. He was the 2005–06 president of SCUP and also served as president of the Association for Institutional Research (AIR) in 2000–01. He is a commissioner with the Middle States Commission on Higher Education (MSCHE) and national director of the Delaware Study of Instructional Costs and Productivity.

Elizabeth Sibolski is executive associate director of the Middle States Commission on Higher Education (MSCHE) and was previously director of university planning and research at the American University in Washington, DC. She was the 1998–99 president of SCUP.