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Your Higher Education Planning Library

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Planning for Higher Education Journal

Published
February 12, 2026

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It’s Important to Follow Through on Your Plan

Successful Implementation Involves Coordination and Metrics

By: Linda C. Dalton, PhD, FAICP

Integrated planning doesn’t stop at the planning. We should identify and reward institutions that have made meaningful progress in achieving strategic goals.

From Volume Number |

Abstract: Higher education institutions have been preparing strategic plans for at least 50 years, yet critics still find their implementation to be weak. Most universities treat strategic planning as an ad hoc activity without a stable structure for follow-through. Implementing strategic plans involves change management in a risk-averse culture. An integrated planning function would include conducting regular environmental scanning, coordinating plan implementation, and measuring progress in achieving strategic goals.

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Planning for Higher Education Journal

Published
January 20, 2026

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Beyond Compliance

Building a Sustainable Assessment Framework for Continuous Improvement at Scale

By: Amanda M. Main, PhD, and Sean W.G. Robb, PhD

A case study of a public university’s college of business administration contributes empirical evidence of scaling challenges and offers a transferable framework for institutions seeking to enhance assessment capabilities while maintaining faculty engagement.

From Volume 54 Number 2 | January–March 2026

Abstract: Using a longitudinal case study spanning two decades (2003–2022), the authors analyzed how a large public university’s college of business administration designed a system that balanced institutional assessment needs with faculty workload considerations. Their findings revealed that successful large-scale assessment systems require: (1) multilevel organizational structures with clear staff roles, (2) embedded assessment measures leveraging existing coursework, (3) technological infrastructure to streamline data collection, and (4) robust feedback mechanisms ensuring interventions are implemented and evaluated. The study contributes empirical evidence of scaling challenges and offers a transferable framework for large institutions seeking to enhance assessment capabilities while maintaining faculty engagement.

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Planning for Higher Education Journal

Published
February 14, 2025

Improving Student Support on a Decentralized Campus

Project Management Ensures Campus Stakeholder Buy-in, Cross-Collaboration, and Thorough Communication

By: Delaney Ybarra, MA, Andrea Garrity, MS, and Erica L. Wagner, PhD

Portland State University’s Office of Student Success adopted a project management framework to improve student outcomes, starting with a pilot program to administer hardship funds.

From Volume 53 Number 2 | January–March 2025

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Planning for Higher Education Journal

Published
January 19, 2024

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The Value of Promising Failures and Partial Successes

Visible and Actionable Assessments Can Support a More Equitable Learning Environment

By: Karen Singer-Freeman, PhD

The Grand Challenges Project provides a comprehensive framework for institutions to overcome barriers, promote equity, and advance continuous improvement in higher education evaluation practices.

From Volume 52 Number 1 | October–December 2023

Abstract: The Grand Challenges in Higher Education Assessment Project (The Grand Challenges Project) is a national initiative designed to transform the landscape of assessment practices in ways that will increase equity by encouraging improvements in integrated planning. This article discusses the synergy between the three goals of the Grand Challenges Project: 1) Use Assessment Findings to Increase Equity; 2) Make Assessment Findings Visible and Actionable to Drive Innovation; and 3) Use Assessment Findings to Drive Rapid and Equitable Improvements in Pedagogy. Integrated planning is necessary to advance these goals, and progress toward each goal supports progress toward a more equitable and inclusive system of higher education.

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Planning for Higher Education Journal

Published
May 23, 2023

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Quickly Building a Bridge

Use an Institutional Effectiveness Planning Model to Drive Strategic Planning

By: Jason Nicholas, MS, Daniel Cullen, PhD, and Ellen Koski, MPH

Executive leadership changes at Northern Michigan University led the interim president, interim provost, and Board of Trustees to call for a bridge plan to clearly articulate strategic work happening throughout campus. This article describes how the university was able to develop an interim strategic plan with broad campus engagement in less than half a year.

From Volume 51 Number 3 | April–June 2023

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Planning for Higher Education Journal

Published
March 24, 2023

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Transforming Data into Meaningful Information

Put Methodologies in Action with Data-Driven Integrated Planning

By: Douglas Masterson, PhD, Christopher M. Davis, PhD, and Suzanne Carbonaro, MEd

Leaders in two different accreditation regions share best practices and lessons learned from their integrated planning evolution and its impact on operational efficiency and student learning.

From Volume 51 Number 2 | January–March 2023

Abstract: Institutional success depends on long-term sustainability, connecting investments with outcomes, and creating a culture that is data-informed. As the role of institutional effectiveness expands across higher education, designing a comprehensive integrated planning process is critical. Integrated planning requires a unified approach to utilizing academic and administrative data for continuous improvement. However, this can be an overwhelming process for institutions, with many unsure of where to start. Learn from leaders in two different accreditation regions as they share best practices and lessons learned associated with their integrated planning evolution and its impact on operational efficiency and student learning.

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Planning for Higher Education Journal

Published
October 1, 2019

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Using Big Data

How Moneyball and an Ardent Baseball Fan Shaped Successful Metrics-Based University Planning

By: Roy Mathew, Elsa Bonilla-Martin, Daniel Santana, and Erick Gonzalez

Over the last three decades, the University of Texas at El Paso has refined its planning system and integrated metrics within a comprehensive planning framework—to produce dramatic outcomes.

From Volume 48 Number 1 | October–December 2019

Abstract: Big data and analytics are promoted as an approach that can improve educational quality, student success, strategic and operational decision-making, and knowledge discovery. Over the last three decades, the University of Texas at El Paso has refined its planning system and integrated metrics within a comprehensive planning framework—to produce dramatic outcomes. The article describes the institution’s metrics-based planning approach and the context that produced it.

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Planning for Higher Education Journal

Published
December 1, 1996

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Using KPIs to Start Planning

By: Daniel J. Rowley

Some institutions now begin their planning in a different way.

From Volume 25 Number 2 | Winter 1996–1997

Abstract: Suggests that planning efforts begin not with mission statements but with key performance indicators, or KPIs, which are substantive, measurable, and specific directions that a strategic plan must address. Some of these KPIs are outside mandates, while others are internal management objectives or goals articulated by divisions or departments. The three types of KPIs form the "givens," or the foundation of the strategic plan. They take account of the various pulls on the institution, and outline more specific ways to address multiple needs and goals. Finally, they provide benchmarks against which institutions can measure the success of their planning efforts.

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Planning for Higher Education Journal

Published
December 1, 1985

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Assessing Educational Outcomes

By: Homer C. Rose, Jr.

From Volume 14 Number 4 | 1986

Abstract: A review of “Assessing Educational Outcomes,” by Peter T. Ewell, (ed.), New Directions for Institutional Research Issue Number 47, San Francisco: Jossey-Bass, Inc., 1985.

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