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Planning for Higher Education Journal

Published
December 15, 2023

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Survival of the Financially Fittest

Leverage Strategic Decision-Making and Key Financial Metrics to Achieve Financial Stability

Leaders must look closely at financial trends that may reveal signs of trouble—in the short or immediate term—and have the courage to act to address them.

From Volume 52 Number 1 | October–December 2023

Abstract: This article explores a methodology for assessing and managing the financial viability of private, tuition-dependent institutions as well as institutional tactics and strategies used to improve their financial strength. The resulting model will help institutions understand the trends and predictive value of key financial metrics directly impacting their liquidity and operations and how senior leadership can drive change. Institutional examples illustrate how to engage senior leadership in strategic decision-making that includes assessment of revenue growth and/or expense management.

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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

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
February 26, 2021

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American University of Beirut’s Meta-Assessment Framework

Rubrics Improve Evaluation Processes, Set Clear Expectations, and Help in Decision-Making

In a higher education setting, it is important to evaluate assessment processes, establish clear expectations, and efficiently make decisions. Doing so will support program and unit outcomes and periodic program and unit reviews, aligning with the institution’s strategic plan and optimizing budget allocation.

From Volume 49 Number 2 | January–March 2021

Abstract: This article presents a framework for developing a meta-assessment process for evaluating assessment practices in higher education institutions. Meta-assessment is important for improving assessment processes, setting clear expectations, and efficient decision-making. The comprehensive literature on this topic that is included in this article suggests that developing meta-assessment rubrics is an effective method for evaluating assessment. The meta-assessment results can be used in combination with qualitative resources to encourage program self-improvement. At the American University of Beirut, different meta-assessment checklists were developed based on best practices for evaluating program learning outcomes assessment, unit outcomes assessment, periodic program review, and periodic unit review.

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Planning for Higher Education Journal

Published
May 15, 2020

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Reduce Curriculum Costs While Increasing Student Enrollment

Optimizing Academic Balance Analyses Let Kentucky Institutions Stay Competitive

Results of the study supplied evidence needed to support tough institutional decisions. The 13 Kentucky colleges and universities that participated in the research now have critically important data to use in making choices about how they best serve their students, maximize scarce resources, and sustain financial stability.

From Volume 48 Number 3 | April–June 2020

Abstract: An Optimizing Academic Balance (OAB) analysis provides colleges and universities with effective tools to use in making strategic academic decisions needed to stay competitive in the context of institutional mission, program quality, market potential, cost, and revenue. The Association of Independent Kentucky Colleges and Universities recently completed a three-year statewide OAB project with the participation of 13 higher education institutions. The results supported the colleges and universities in making tough decisions.


A Follow-Up

An introduction to the Optimizing Academic Balance process and early results of the research were published in the 2015 Planning for Higher Education article, “Reshaping Your Curriculum to Grow the Bottom Line,”. The current article, with final research data, represents the study’s wrap-up report.

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Planning for Higher Education Journal

Published
January 1, 2018

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An Exploration of Administrative Bloat in American Higher Education

Administrative bloat, the ballooning growth of administrative functions and personnel in U.S. higher education, is the unintended consequence of several factors and can be mitigated to some extent through deliberate strategies.

From Volume 46 Number 2 | January–March 2018

Abstract: This article evaluates administrative bloat, the ballooning growth of administrative functions and personnel, in American higher education. This evaluation was undertaken through a review of the available literature describing administrative bloat. Though unintentional, increased spending and government requirements for accountability may have contributed to overall growth and cost in higher education. Similarly, the changing composition of faculty—in terms of tenure-track faculty, annual contracts, and adjunct faculty—may have also played a role in the increased influence that administration has over campus policy and curricular decisions. Strategies to mitigate the cost of administrative bloat and to balance campus decisions between faculty and administration are suggested.

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Planning for Higher Education Journal

Published
July 1, 2017

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From Innovation to Impact

How Higher Education Can Evaluate Innovation’s Impact and More Precisely Scale Student Support

Rigorously evaluating the impact of innovative student success initiatives is key in meeting institutional goals for student outcomes, resource allocation, and return on investment.

From Volume 45 Number 4 | July–September 2017

Abstract: Institutions are managing numerous student success initiatives simultaneously, but they lack the necessary data and infrastructure to evaluate outcomes. They also struggle to clearly link a particular initiative to a specific individual outcome. Using prediction-based propensity score matching (PPSM), a methodology compliant with the U.S. Department of Education’s What Works Clearinghouse’s requirements, we facilitated the analysis of key initiatives to measure efficacy, ensuring that outcomes of students participating are compared to control students with similar propensity. The recent work explored in this article helps two institutions understand the impact of their innovation and more precisely scale student support.

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Planning for Higher Education Journal

Published
October 1, 2016

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Transform the Program Strategy, Transform the College

An effective program strategy improves both student access and success while helping the college be more nimble in meeting emerging labor market needs.

From Volume 45 Number 1 | October–December 2016

Abstract: Tri-County Technical College in northwestern South Carolina developed a proactive academic program strategy to determine which programs will be offered in the future, including where, how, and when. The process also evaluates which existing programs will be maintained or grown. Business and industry have long used product strategies to determine what will be delivered to market to best meet consumer needs; similarly, Tri-County created a program strategy to be more responsive in meeting employer and community needs. The approach is necessarily nimble, responding to labor market changes, political interests, governance assessment requirements, and the need for continuous program improvement. Using this proactive approach, academic programming decisions can strategically impact curriculum design, enrollment management, learner support and engagement, student transitions programming, and facilities design. Processes and tools were co-created by faculty and staff and incorporated into their roles, negating the need for initial buy-in. Overall, an effective program strategy improves both student access and success while helping the college be more nimble in meeting emerging labor market needs.

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