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Planning for Higher Education Journal

Published
April 4, 2025

Institutional Transformation and Successful Accreditation Review Through Data-Informed Collaboration

Gain Accountability with Values-Based Integrated Planning

By: Shawna Herwick, MSW, and Paul Illich, PhD

Implementing a values-based integrated planning framework equipped Southeast Community College to leverage the data it collected to build and strengthen relationships, align the institution within and across divisions, and prepare for change. The efforts led to the successful modernization of facilities, historic enrollment growth, staffing increases, other operational improvements, and a positive accreditation outcome.

From Volume 53 Number 2 | January–March 2025

Abstract: Southeast Community College (SCC) applied an integrated framework approach to inform all aspects of its successful comprehensive accreditation review. Following decades of reviews leading to monitoring and focused visits to address opportunities for improvement, SCC managed its most recent comprehensive assessment through integrated planning to ensure the accreditation process coincided with building relationships, aligning divisions and departments, and promoting a culture that is well prepared for change. This structured and focused integrated planning method for comprehensive accreditation review was associated with a successful outcome that involved no monitoring or required follow-up for the first time in the College’s accreditation history.

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Conference Presentations

Published
April 3, 2025

Live Your Strategic Plan: A Framework for Facilitating Campus Engagement

Abstract: Traditional strategic planning can lead to a static plan that does little to inspire implementation or true change. This session will detail a process that promotes buy-in and engagement while providing structured frameworks to support implementation and assessment. Our framework provides support for a campus community to 'live' its institutional strategic plan through the strategic planning cycle (SPC) at the unit level, informing the realization of institutional goals and outcomes. We'll provide our tools and approaches for you to access and review, as well as the rationale for developing support for your own campus communities to 'live' their strategic plan.

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Planning for Higher Education Journal

Published
February 5, 2025

‘Catching’ Substantive Changes with Integrated Planning

Form a Dedicated Team to Reduce Silos, Develop Cross-Unit Collaboration, and Implement Transformative Goals

By: Rachel E. Smith, PhD, and Leslie W. Grant, PhD

Implementing changes at institutions that operate under a distributive leadership model can be challenging because academic and support units function separately. This article recommends successful ways to manage the change-making process.

From Volume 53 Number 2 | January–March 2025

Abstract: Implementing changes at institutions that operate under a distributive leadership model can be challenging because academic and support units are siloed. This article presents an example of one midsize, public, research institution’s successful strategy for “catching,” or identifying and managing, substantive changes using integrated planning. Through a centralized team of academic and support unit representatives, the academic units shared planned substantive changes, received feedback, and adjusted. The institution’s substantive change policy, infrastructure, and collaborative culture ensured the changes did not slip through the cracks or hit significant roadblocks. This article shares how the team operated, giving recommendations for institutions implementing the change practice.

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Conference Presentations

Published
July 22, 2024

All Things Considered: Collaborative Approaches to Academic Program Proposals

By: Ashley Strong-Green, Director of Academic Planning and Assessment | Mickey Williford, Vice President

Academic program misalignment can have serious consequences for institutions, such as a lack of support for competing priorities and unwieldy maintenance of administrative oversight.
Abstract: Academic program misalignment can have serious consequences for institutions, such as a lack of support for competing priorities and unwieldy maintenance of administrative oversight. Students may also obtain degrees that are difficult to explain or find themselves caught in programs that require teach-outs to complete a discontinued course of study. This session will cover how planners can strategically invest institutional resources in academic program proposals to ensure programs are student centered, institutionally aligned, and collaborative. Join us to discover how you can effectively analyze and align programs, engage stakeholders, and manage expectations for academic programs at your institution.

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Webinar Recordings

Published
June 12, 2024

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Effective Academic Cost Stewardship: Strategies for a Sustainable Future

By: Mike Cogan, PhD, Unicus Decision Support | Hesham El-Rewini, Ph.D., P.E, Executive Vice President and Provost

Join us for a transformative exploration into the dynamic world of academic cost stewardship within higher education institutions.
Abstract: Join us for a transformative exploration into the dynamic world of academic cost stewardship within higher education institutions. This webinar, based on the comprehensive guide Effective Academic Cost Stewardship Ecosystem: A Practical Guide for Administrators, Faculty, and Governing Boards, delves into tailored solutions and best practices that can help your institution navigate financial challenges while simultaneously enhancing academic excellence. Discover innovative strategies for academic planning and cost stewardship, leveraging data for informed decision-making, and fostering a culture of transparency and adaptability. Whether you're an administrator, faculty member, or institutional planner, this session will equip you with actionable insights to steer your institution toward a sustainable future.

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Planning for Higher Education Journal

Published
May 13, 2024

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‘Agile’ Design for the Future-Ready Campus

Optimize the HyFlex Learning Experience to Enhance Engagement

By: Craig Park, BS Arch

‘Agile’ project management is an iterative methodology emphasizing collaboration, user feedback, and small, rapid initiatives to adapt quickly and efficiently to change.

From Volume 52 Number 3 | April–June 2024

Abstract: The Hybrid-Flexible (HyFlex) classroom allows students to choose between in-person and online participation, leveraging technology and ensuring digital equity. This article underscores the HyFlex model’s role in enhancing educational accessibility, engagement, and resilience; expanding institutional reach; and adapting to demographic shifts and technological advancements. By embracing “Agile” project management principles and a continuous improvement mindset, institutions can create effective, inclusive learning environments that cater to a wide range of student needs, improving learning outcomes and institutional competitiveness in a rapidly evolving educational landscape.

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Planning for Higher Education Journal

Published
February 12, 2024

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Institutional Process Mapping

A College Eliminates Service Gaps and Improves Efficiency and Collaboration

By: Steve Erickson, EdD, and G.L. Tucker, BS

Minnesota State Community and Technical College coordinated and integrated processes for student onboarding to support institutional performance.

From Volume 52 Number 2 | January–March 2024

Abstract: Students experience institutional processes differently than employees within an institution. Process mapping and evaluation, or Value Stream Mapping, is a purposeful way to coordinate and integrate processes to support institutional performance through the identification of inefficiencies, increased interdepartmental collaboration, and ultimately the creation of new processes that eliminate service gaps. This article will introduce key elements in process mapping, process evaluation, and the process management lifecycle. Those concepts will be described through one collegiate institution’s practical application of student onboarding evaluations across several departments, including recruiting, admissions, financial aid, and advising.

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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

By: Aaron Meis, EdD, and Julee Gard, EdD

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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Example Plans

Published
November 13, 2023

Example Plan

Private Doctoral/Research University (Maryland, United States)

The research university’s 2023 strategic plan.

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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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