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Planning for Higher Education Journal

Published
December 1, 2025

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Coordinating Complexity

Streamline Institutional Change Through Integrated Planning

The authors replaced a costly, time-intensive model with a SharePoint-based system to transform sprawling processes into responsive systems for growth.

From Volume 54 Number 1 | October–December 2025

Abstract: With over 100 programs and 113 sites across 28 states and multiple countries, Embry-Riddle Aeronautical University faced mounting complexity in managing institutional changes.

Previously, each change we made required meetings with up to 30 participants from more than 20 offices, including Financial Aid, Facilities, Academic Affairs, IT, and Site Management.

Through integrated planning, we replaced that costly, time-intensive model with a SharePoint- based system for asynchronous collaboration. The shift fostered transparency, reduced delays, and empowered cross-functional alignment. The project exemplifies how intentional design and relationship-building can transform sprawling processes into coordinated, responsive systems prepared for institutional growth and change.

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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 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

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
December 20, 2024

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Planner and Counsel

Engage an Influential Partner to Advance Integrated Planning

Planners and attorneys might be natural colleagues. Higher education trends are making this alliance even more critical.

From Volume 53 Number 1 | September–December 2024

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Blog Post

Published
August 9, 2024

Slight Differences and Lots of Similarities

Two Conference Presenters Both Advocate for Developing and Improving Planning Culture

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Conference Presentations

Published
July 23, 2024

Diversify the STEM Experience Through Integrated Planning

Portland State University's (PSU) integrated planning process involved multiple departments, coalesced institutional and strategic goals, bolstered educational and industry ties, and focused on diversity to dismantle barriers within STEM disciplines.
Abstract: Portland State University's (PSU) integrated planning process involved multiple departments, coalesced institutional and strategic goals, bolstered educational and industry ties, and focused on diversity to dismantle barriers within STEM disciplines. PSU pioneered a planning and design process for its new science building that amplified underrepresented voices to diversify the STEM workforce, dramatically shifting design outcomes and student pathways. This session will address how institutions can prioritize broad engagement in planning, and how foregrounding input from underrepresented groups can alter preconceptions and reveal the challenges that exist in institutional operational norms that inhibit student success.

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Conference Presentations

Published
July 23, 2024

Engaging Faculty in Classroom Planning and Design

Flexible classroom space is at a premium, making it necessary to link design with utilization to facilitate projected academic program growth. Including faculty in classroom planning and design processes is a vital part of supporting pedagogical innovation in campus learning spaces.
Abstract: Flexible classroom space is at a premium, making it necessary to link design with utilization to facilitate projected academic program growth. Including faculty in classroom planning and design processes is a vital part of supporting pedagogical innovation in campus learning spaces. This session will highlight recent strategic planning efforts with faculty and staff at the University of Pennsylvania (UPenn) focused on Central Pool classrooms and support for teaching and learning. We'll share ideas about how to facilitate collaboration between faculty, staff, and experts in the industry to maintain and advance flexible classrooms that support pedagogy and program development.

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Conference Presentations

Published
July 23, 2024

Collaboration in Strategic Resource Alignment

A codified planning and resource alignment process can elevate institutional planning culture and help ensure the alignment of resources to the strategic plan. We'll show how planning and resource alignment are part of a systematic, data-informed, and integrated approach to achieving an institution's mission and vision.
Abstract: A codified planning and resource alignment process can elevate institutional planning culture and help ensure the alignment of resources to the strategic plan. We'll show how planning and resource alignment are part of a systematic, data-informed, and integrated approach to achieving an institution's mission and vision. You'll walk away from this session with templates and logistical knowledge for effective implementation of annual planning and resource alignment as a part of an institutional integrated planning process.

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