Learning Resources

Example Plans

Published
August 8, 2023

Strategic Plan, Strategic Planning Website

Public Doctoral/Research University (Colorado, United States)

Planning Types: Strategic Planning, Academic Planning, Diversity, Equity, and Inclusion Planning
Resource Types: Strategic Plan, Strategic Planning Website
Tags: Alignment, Attracting and Retaining Underrepresented Students, Diversity Equity and Inclusion (DEI), Human Resources, Innovation Center, Mission / Vision / Identity, Organizational Culture, Racial Equity, Science / Engineering Facility, System of Colleges or Universities, Town and Gown, Workforce Development

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Example Plans

Published
June 30, 2023

Strategic Plan, Strategic Planning Website

Multiple Locations

Strategic plan for the university system developed by the state’s board of higher education.

Planning Types: Strategic Planning, Academic Planning
Resource Types: Strategic Plan, Strategic Planning Website
Tags: Attracting and Retaining Underrepresented Students, Diversity Equity and Inclusion (DEI), Faculty Productivity, Goals, Governance, Measuring the Plan, Metrics, Racial Equity, Strategies and Tactics, Student Success, Workforce Development

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Example Plans

Published
May 17, 2023

Strategic Plan

Public Master’s College or University (Colorado, United States)

The institution’s 2020–2030 strategic plan.

Planning Types: Strategic Planning
Resource Types: Strategic Plan
Tags: Budget Planning, Enrollment Management, Goals, Metrics, Strategies and Tactics, System of Colleges or Universities

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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.

Institutions Mentioned: University of Southern Mississippi, University of Maryland-Global Campus
Planning Types: Academic Planning, Institutional Effectiveness Planning, Resource Planning
Tags: Academic Program Review, Alignment, Assessment / Analytics, Budget Planning, Dashboards, Data, Faculty Productivity, Metrics, Planning Processes, Planning Technology, Resource Allocation, Student Learning Outcomes, Student Success, SWOT Analysis

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It Takes a (Virtual) Village

Harper College Accomplished Integrated Campus Planning During a Time of Profound Change

By: Avis Proctor, EdD; Maria Coons, EdD; Krisan Osterby, MLA, ITGA; Stephen Siegle, MArch, AIA, LEED AP BD+C

This large community college successfully embraced virtual communication platforms and moved forward with a viable 10-year plan during a global health crisis, economic turbulence, and technological change.

From Volume 51 Number 2 | January–March 2023

Abstract: Integrated planning during profound change requires extra flexibility and attention to user engagement while utilizing new modes of interaction. This article summarizes a successful virtual and comprehensive planning process, including consensus-building, and approval at Harper College. It reviews results and lessons learned by this large community college as it embraced virtual communication platforms and moved forward with a viable 10-year plan during a global health crisis, economic turbulence, and technological change. The authors share the remote process used to set goals, assess resources, define needs, explore options, and guide decision-making with numerous stakeholders.

Institutions Mentioned: Harper College
Planning Types: Campus Planning
Tags: Academic Facility, Alignment, Campus Master Planning, Community College, COVID-19, Engaging Stakeholders, Facilities Assessment, Facilities Planning, Planning Processes, Student Center / Union, SWOT Analysis

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Social Mobility and the Graduation Rate Paradox

Can You Advance One and Avoid the Other?

By: Roy Mathew, PhD, Elsa Bonilla-Martin, PhD, Luis A Aguirre, MS, and Naoko Tsuboi, MA

By using a metric-based planning framework, researchers at the University of Texas at El Paso identified areas for institutional intervention to enhance social mobility outcomes.

From Volume 51 Number 1 | October–December 2022

Abstract: Social mobility is an emerging area of focus for higher education institutions. In recent years, we have seen a proliferation of measures related to social mobility produced by publishers, scholars, think tanks, and foundations. However, it is still unclear which social mobility measures to advance, or when to intervene to improve social mobility outcomes. We rely on a century of literature from economics, sociology, and policy analysis to identify an appropriate framework to understand higher education’s contribution to social mobility. Using the metric-based planning framework, we identify areas for institutional intervention to enhance social mobility outcomes.

Institutions Mentioned: The University of Texas at El Paso
Planning Types: Institutional Effectiveness Planning, Strategic Enrollment Management Planning, Diversity, Equity, and Inclusion Planning
Tags: Attracting and Retaining Underrepresented Students, Diversity Equity and Inclusion (DEI), Enrollment Management, Student Demographics, Student Success, Underserved Students

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Book Review: Higher Education Systems Redesigned

From Perpetuation to Innovation to Student Success

By: Terry Brown, PhD

From Volume 51 Number 1 | October–December 2022

Abstract: Higher Education Systems Redesigned: From Perpetuation to Innovation to Student Success
Edited by Jonathan S. Gagliardi and Jason E. Lane
SUNY Press: Albany, New York: 2022
ISBN: 9781438487670
252 Pages

Institutions Mentioned: California State University-Chancellors Office, University System of Georgia, Tennessee Board of Regents, The University of Texas System Office, University System of Maryland, Austin Peay State University
Planning Types: Academic Planning
Tags: Assessment / Analytics, Diversity Equity and Inclusion (DEI), Innovation, Student Success, Student Support Services, System of Colleges or Universities, Teaching and Learning

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The Little Campus That Could

Survey Results Inform Postsecondary Education in an Island Community

By: Valerie A. Barko, PhD

The Institutional Effectiveness Office at Kaua‘i Community College developed and administered community and workforce surveys to better understand current and future educational needs of residents and employers on Kaua‘i.

From Volume 50 Number 4 | July–September 2022

Abstract: In 2018, the Institutional Effectiveness Office at Kaua‘i Community College developed and administered community and workforce surveys to better understand current and future educational needs of residents and employers on Kaua‘i. These single island surveys highlighted the need for a comprehensive neighbor island survey to collectively advocate for additional online post-associate degree programs that best align with and support these geographically isolated communities. This project demonstrates how surveys can be used to inform decisions and integrated planning across multiple scales within a university system, especially in regards to distance education.

Institutions Mentioned: Kauaʻi Community College, University of Hawai‘i System Office
Planning Types: Institutional Effectiveness Planning, Strategic Enrollment Management Planning
Tags: Community College, Community Engagement, Online Learning, System of Colleges or Universities, Workforce Development

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Strategic Planning That’s Truly Strategic

By: Aimee Hosemann, PhD, RHB | Rob Zinkan, EdD, RHB

What do strategic plans do? What does it mean to be “strategic”? These are among the questions addressed in a recent year-long study of 108 active college and university strategic plans. Hear directly from the researchers as they highlight a few important insights they discovered during their analysis, like how to avoid the many pitfalls of strategic planning and ensure a process focused on strategy and outcomes.

Abstract: What do strategic plans do? Who are they for? What does it mean to be “strategic”? These are among the questions addressed in a recent year-long study of 108 active college and university strategic plans (and the basis of the 2021 book What Makes a Strategic Plan Strategic). Hear directly from the researchers as they highlight a few important insights they discovered during their analysis, like how to avoid the many pitfalls of strategic planning and ensure a process focused on strategy and outcomes.

Planning Types: Strategic Planning
Tags: Building (or Writing) the Plan, Decision Making, Determining Priorities, Diversity Equity and Inclusion (DEI), Measuring the Plan, Original Research, Planning Processes

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A Practical Guide to Strategic Planning in Higher Education

Second Edition, with New and Updated Content

By: Karen E. Hinton, PhD

A resource for anyone engaged in college or university strategic planning, and an excellent primer for planning committees. This second edition also contains new strategies for using an institution’s strategic plan during times of institutional upheaval, and additional techniques for jump-starting various parts of the planning process.

Abstract: A Practical Guide to Strategic Planning in Higher Education is a resource for anyone engaged in college or university strategic planning; it is also an excellent primer for planning committees. Using clear definitions, practical tips, and examples drawn from actual situations, this short book acts as a manual for both experienced planners and those who are new to the process. This second edition also contains new strategies for using an institution’s strategic plan during times of institutional upheaval, and additional techniques for jump-starting various parts of the planning process.

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