Integrating Higher Education Planning and Assessment:
A Practical Guide

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

Integrating Higher
                        Education Planning and Assessment: A Practical Guide

Integrating Higher Education Planning and Assessment: A Practical Guide
by David Hollowell, Michael F. Middaugh, and Elizabeth Sibolski, $40 USD member / $50 USD nonmember, SCUP 2006

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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$40 USD member / $50 USD nonmember, ©SCUP 2006
ISBN 0-9700413-9-X         


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.

 


 

If You Like This Book

We recommend the following books:
Doing Academic Planning
Guide for New Planners

Contact Info

For questions about ordering, payment, and/or order status, contact Tanya Dabney at 734.998.7832 or info@scup.org.

For questions about submitting a manuscript, contact Terry Calhoun, SCUP director of media relations and publications, at 734.998.7027 or terry.calhoun@scup.org.

 

 

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