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Your Higher Education Planning Library

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Blog Post

Published
September 2, 2025

How Strategic Is Your Strategic Plan?

Identify Its Shortcomings and Ask Key Questions

By: Sarah L Collie, PhD, Associate Vice President for Organizational Excellence, University of Virginia

Today, strategic planning in colleges and universities is more crucial than ever. Yet many strategic plans in higher education lack a clear strategy, instead resembling a long-range plan.

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Planning for Higher Education Journal

Published
August 18, 2025

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Strategic Alignment for Degree Completion

Leverage an Integrated Planning Approach to Improve Credit Momentum and Student Success

By: Nicole DeCapua, EdD, Mildred Mihlon, PhD, and Tracy Louisse S. Chacon, MEd

By coordinating cross-functional teams, employing real-time data, and strengthening communication systems, a university bolstered student retention and completion without requiring new funding or staff.

From Volume 53 Number 4 | July–September 2025

Abstract: This article presents how a small, resource-constrained university leveraged integrated institutional planning to launch a 30-credit completion strategy that significantly improved student momentum, graduation rates, and institutional planning culture. By coordinating cross-functional teams, employing real-time data, and strengthening communication systems, the university built a scalable and sustainable framework that bolstered student retention and completion without requiring new funding or staff. This case offers a roadmap for similarly situated institutions aiming to align credit accumulation initiatives with broader strategic goals to drive measurable student success outcomes.

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Conference Presentations

Published
April 3, 2025

Piloting Health and Wellbeing Metrics in University Capital Projects

Abstract: The University of California system recently incorporated wellbeing and diversity goals in its sustainability practices policy. Campuses must start planning how they will proactively move these goals forward. This session will provide a successful example of piloting new metrics?Äîbased upon the WELL Building Standard?Äîin university capital projects to ensure and maintain occupants' good health and wellbeing through cross-campus integration. Join us to explore opportunities for applying the WELL rating system's ten concepts that elevate wellbeing and physical environment health impacts on your campus.

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Planning for Higher Education Journal

Published
December 11, 2024

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Strategic Planning for the Uncertain Road Ahead

Collectively Set Your Institution’s GPS to the Future

By: Diana L. Young, PhD, and Holley Morris Roberts, EdD

A public liberal arts institution began an integrated, collaborative, and future-focused strategic planning process during COVID-19, enrollment declines, and financial shortfalls. Committed leadership, listening to stakeholder voices, and studying best practices from other universities paved their strong path forward.

From Volume 53 Number 1 | September–December 2024

Abstract: Georgia College & State University, a public liberal arts institution, began an integrated,
collaborative, and future-focused strategic planning process during a time of uncertainty (COVID-19, enrollment declines, financial shortfalls, etc.). This planning included shared leadership across campus to develop and implement the plan, data-informed decision-making by a diverse group of steering committee members representing all areas of campus, visits to strategically identified aspirant universities, and ongoing stakeholder engagement that included student input. These strategies leveraged the inherent qualities of a liberal arts institution while addressing the challenges and opportunities that exist in public higher education.

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Planning for Higher Education Journal

Published
October 31, 2024

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Leveraging Data to Engage Our Community

Data Play Dual Roles in Facilitating Inclusive and Evidence-Based Strategic Planning

By: Su Swarat, PhD, and Gina Park, PhD

Success in strategic planning requires decision-making that reflects the collective vision of diverse constituents.

From Volume 52 Number 4 | July–September 2024

Abstract: Success in strategic planning requires decision-making that reflects the collective vision of diverse constituents. At California State University, Fullerton we leveraged data as the essential thread in engaging our community in an inclusive strategic planning process. Data played dual roles, serving as input and output, to provide a common framework through which the ideas and wisdom of our community are reflected and shared, anchoring the strategic plan firmly in the campus voices. Our engagement through data embodied our commitment to evidence-based decision-making and contributed to the success of our strategic planning process.

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Conference Presentations

Published
July 23, 2024

Finding the Beauty in Right-sizing the KU Campus

By: Barbara Bichelmeyer, Provost & Executive Vice Chancellor | Callie Long, Interim Vice Provost | Mark Reiske| Gautam Sundaram, Principal

The constraints that universities face in terms of capital, declining enrollment, and surplus capacity in campus facilities causes escalation of deferred maintenance costs.
Abstract: The constraints that universities face in terms of capital, declining enrollment, and surplus capacity in campus facilities causes escalation of deferred maintenance costs. The University of Kansas (KU) master plan focuses on the value and impact of right-sizing the campus through change management and the implementation of a data dashboard. This session will share a sustainable path to establish a culture of transparency in decision making, stakeholder engagement, and environmental stewardship. We'll outline a data-driven process and lessons learned for leveraging resources, enacting policies that enable change management, and meeting the challenges of implementing a bold cultural shift.

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Conference Presentations

Published
July 23, 2024

Bison Blueprint: Building An Integrated Planning Culture At Gallaudet

By: Kristin Mulrooney, Strategic Planning & Integration Officer | Guthrie Nutter, Strategic Communications and Planning Manager| Jennifer Powers, Sr. Project Manager

A successful integrated plan requires the broad engagement within an institution.
Abstract: A successful integrated plan requires the broad engagement within an institution. In this session, we'll demonstrate how we taught key leaders about integrated planning by breaking down the integrated planning process to enable plan creation for different programs and divisions. We'll share our Bison Integrative Planning Toolkit, which provides an 'evergreen' resource for onboarding colleagues into the integrated planning process and also serves as a manual that walks through the process of creating a plan. Join us to gain teachable, no-cost resources that you can easily disseminate at your institution to foster necessary skills for building an integrated planning culture.

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Conference Presentations

Published
July 22, 2024

Research Space Utilization Metrics: Putting Them to Work for You

By: Greg Aldridge, Sr. Lab Planner | Erik Halle, Senior Director, Knowledge Enterprise Operations | Stan Klonowski, Associate Director

The cost of building and operating research space continues to increase alongside the profile of these spaces on campus.
Abstract: The cost of building and operating research space continues to increase alongside the profile of these spaces on campus. Space management practices can help to enhance institutional reputation by growing research on a more affordable and sustainable basis. This session will examine Arizona State University's (ASU) process of managing research space in new and existing buildings, the research funding and facilities ecosystem, common metrics for productivity, and justifications for space management. We'll provide data-driven insight into ASU's implementation, ideas for translating the process to your institution, and justification for implementing our research space management and optimization practices.

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Conference Presentations

Published
July 22, 2024

Navigating Academic Success: Dashboards for Data-informed Decision Making

By: Nasrin Fatima, Associate Provost for Assessment and Analytics, SUNY at Binghamton

The role of data-informed decision-making can't be overstated.
Abstract: The role of data-informed decision-making can't be overstated. By leveraging advanced data visualization techniques, these dynamic dashboards provide real-time insights into key performance indicators, enabling informed and strategic decision making. We'll embark on a visual journey into the heart of data-informed decision making with a focus on exceptional dashboards, delving into visual analytics to illuminate the transformative impact they have on leadership and student success. Come learn about the transformative impact that Binghamton University's dashboard creation and visual analytics has on academic leadership, departmental efficiency, student success initiatives, and institutional excellence.

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Conference Presentations

Published
July 22, 2024

Charting the Future of Education: Expedited, Experiential Strategic Planning

By: Ryan Evans, Senior Service Designer | Colin Gerrity, Design Strategist | Jessica Sears, Director, Academic Planning & Accreditation

As higher education operates in an increasingly complex world, charting a path forward requires a clear vision. An inclusive, comprehensive strategic planning process for educational programs is both just and necessary for institutions to stay relevant.
Abstract: As higher education operates in an increasingly complex world, charting a path forward requires a clear vision. An inclusive, comprehensive strategic planning process for educational programs is both just and necessary for institutions to stay relevant. We'll present a three-phase expedited, practical, inclusive approach that Tufts University used to lead a strategic planning process and develop an educational vision. Join us for experiential, mixed methods to include all voices in the strategic planning process, build community across schools in a decentralized university, and participate in a simulated co-design session.

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