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Learning Resources

Your Higher Education Planning Library

Combine search terms, filters, institution names, and tags to find the vital resources to help you and your team tackle today’s challenges and plan for the future. Get started below, or learn how the library works.

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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

By: Will Miller, PhD, Danielle Farris, MS, Katelyn Nelson, BS, and Nicole Wallace, BS

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
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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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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Blog Post

Published
August 9, 2024

Slight Differences and Lots of Similarities

Two Conference Presenters Both Advocate for Developing and Improving Planning Culture

By: Melodie Greer, MEd, Bryn Athyn College

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Conference Presentations

Published
July 23, 2024

Harnessing the Disruptive Power of Collaborative Intelligence

By: Linda Baer, Principal | Paul Leblanc, President | Donald Norris, Founder and President Emeritus | George Siemens, Chief Data Scientist

This session will illustrate how Artificial Intelligence (AI) and Human Intelligence (HI) combine to create Collaborative Intelligence (CI), which will transform and disrupt every process and practice it touches. Southern New Hampshire University (SNHU) is building on its track record of preparing students for the future by leveraging CI and a clean sheet design approach to create a revolutionary new instructional model.
Abstract: This session will illustrate how Artificial Intelligence (AI) and Human Intelligence (HI) combine to create Collaborative Intelligence (CI), which will transform and disrupt every process and practice it touches. Southern New Hampshire University (SNHU) is building on its track record of preparing students for the future by leveraging CI and a clean sheet design approach to create a revolutionary new instructional model. To harness the power of CI, institutions must reinvent their approach for crafting and executing strategy to create a sense of urgency for change, engage many participants, provide transformation tools, and change culture.

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Conference Presentations

Published
July 23, 2024

The Architecture of Belonging: Informing Planning Through Social Research

By: Christopher Gluesing, Senior Director, Planning & Project Delivery | Loren Rullman, Principal & Director, Higher Education| Brian Schermer, Principal & Director, Design Research | Lora Strigens, VP Planning & Facilities

A sense of belonging is critical for student wellbeing, engagement, and academic success.
Abstract: A sense of belonging is critical for student wellbeing, engagement, and academic success. Social research at Marquette University illuminates how students from different identity groups perceive campus places and informs campus planning priorities. Guided by social research and inclusive placemaking, this session highlights strategies, frameworks, and implications for fostering belonging in diverse campus environments. We'll explore participatory mapping and other tactics for assessing campus belonging from a physical place perspective as well as proposing research-informed changes for future policy, operational, and design interventions.

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Conference Presentations

Published
July 23, 2024

Leadership Lessons Learned: Assessing Strengths, Skills, and Knowledge

By: Barbara Gellman-Danley, Higher Learning Commission

Higher education leaders carry the responsibility of vision and building new strategic directions for colleges and universities.
Abstract: Higher education leaders carry the responsibility of vision and building new strategic directions for colleges and universities. This session will provide a deep look into one leader's decades of experience and share ways to become a strong, successful administrator at any level. Come learn the ways in which leadership is more than a title and discover how to assess your own skills and knowledge, as well as the best ways to position those findings for current and future roles.

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Conference Presentations

Published
July 23, 2024

Keep Focus: Improve Outcomes and Engagement With a Communications Calendar

By: Tina Dee, Director of Strategic Initiatives

Focusing on a specific goal each month increases strategic plan success.
Abstract: Focusing on a specific goal each month increases strategic plan success. Tactical discussions among stakeholders enhance ownership, identify more effective strategies, and ensure adaptations to the strategic plan as needed to meet evolving needs. This session will illustrate how aligning strategic goals with a monthly 'goal in focus' communications calendar can improve goal attainment by prioritizing focus, engagement, and ownership. Join us to find out how you can use a monthly communications calendar to achieve better outcomes for your strategic plan.

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