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Your Higher Education Planning Library

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Webinar Recordings

Published
October 2, 2025

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Learning to Plan

Building a Practical Skillset

By: Michael B. Hoff, East Tennessee State University | Brittany Cipollone, August University | Ellen Koski, Northern Michigan University

If you’re stepping into a role that involves planning—or trying to sharpen your skills—you’re not alone. This session is a conversation with higher education professionals who will share candid stories about how they got started, what supported their growth, and what they’re still figuring out.
Abstract: If you’re stepping into a role that involves planning—or trying to sharpen your skills—you’re not alone. This session is a conversation with higher education professionals who will share candid stories about how they got started, what supported their growth, and what they’re still figuring out.

You’ll walk away with practical ideas on how to approach planning as a skillset—where to focus, how to build confidence, and how to make progress even when the path isn’t clear. Whether you're new to planning or simply looking to grow, this conversation will show that building capacity is a process—and it’s one you don’t have to navigate alone.

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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,Conference Recordings

Published
June 16, 2025

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Designing a Flexible and Resilient Research Building Through Integrated Planning

By: Geoff Bock, Director of Operations, N.C. Plant Sciences Initiative, College of Agriculture and Life Sciences, North Carolina State University at Raleigh | Charles Mummert, Design Principal, Flad Architects | Bob Sherman, Principal/Project Manager, Affiliated Engineers, Inc.

This session will highlight how a collaborative team promoted innovation to enable decision making throughout the Plant Sciences Initiative design process at North Carolina State University (NCSU).
Abstract: This session will highlight how a collaborative team promoted innovation to enable decision making throughout the Plant Sciences Initiative design process at North Carolina State University (NCSU). Built pre-pandemic, this future-proofed building continues to successfully serve as an energizing hub for innovation. NCSU's integrated planning and data-driven process for designing a flexible academic research building has inspired cross-functional collaboration, leading to increased industry partnerships and innovations. Come learn how leveraging benchmarking, analytics, and an integrated planning process can produce a successfully designed, forward-thinking research building.

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Conference Presentations,Conference Recordings

Published
June 4, 2025

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Designing for Intentional Community: Dartmouth’s Housing Transformation

By: Ben Carlson, Principal, Goody Clancy | Lisa Ferreira, Principal, Student Life Practice Leader, Goody Clancy | Joanna Whitcomb, Director of Campus Planning, Dartmouth College

Planning processes must be versatile and nimble to accommodate changing priorities.
Abstract: Planning processes must be versatile and nimble to accommodate changing priorities. This session will show how a design team developed a flexible data visualization tool that allows Dartmouth University to play out scenarios as priorities change over time. As Dartmouth renews its plans, we'll provide a comprehensive look at how the team considered parity, distribution, and student wellness in a three-part planning effort. Discover how you can apply our data visualization tool to describe complex variables to stakeholders, as well as use scenario planning to align cost, student experience, and institutional goals over the course of your plan's realization.

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Conference Presentations

Published
April 8, 2025

Designing for Intentional Community: Dartmouth’s Housing Transformation

Abstract: Planning processes must be versatile and nimble to accommodate changing priorities. This session will show how a design team developed a flexible data visualization tool that allows Dartmouth University to play out scenarios as priorities change over time. As Dartmouth renews its plans, we'll provide a comprehensive look at how the team considered parity, distribution, and student wellness in a three-part planning effort. Discover how you can apply our data visualization tool to describe complex variables to stakeholders, as well as use scenario planning to align cost, student experience, and institutional goals over the course of your plan's realization.

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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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Conference Presentations

Published
April 2, 2025

A Data-driven Approach to Revolutionize Campus Planning

Abstract: Many campuses face real estate pressures, reduced funding, and aging assets, but often lack complete data sets or tools for visualizing the connection between campus priorities. Bold strategies and tools can help us find commonalities and opportunities in a time of limitless needs and constrained resources. We will detail an approach that considers cost, campus vision, and asset management goals to enable flexible solutions with a data-driven analysis of capital planning alternatives. Come learn how to determine which data matters and how to approach your campus's challenges in a way that better supports the institutional mission and adaptation to change.

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Planning for Higher Education Journal

Published
January 10, 2025

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Include, Unleash, Excel

Embed Collaborative Practices in Planning

By: Sarah L. Collie, PhD

The value of collaborative planning is in the process and the outcome. An intentional, co-creation design improves your odds of developing a meaningful plan.

From Volume 53 Number 1 | September–December 2024

Abstract: The value of collaborative planning is in the process and the outcome. An intentional, co-creation design improves your odds of developing a meaningful plan—a plan of action and impact. By leveraging connection and collective cognition, more voices are engaged, diverse viewpoints and ideas are collected, and shared understanding is fostered. This leads to enhanced plan quality and ownership of the direction and action. The article explores the benefits of collaborative planning, the amplification of social capital, and the application of a design framework and tools for purpose-driven collaboration.

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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

By: Christian Osmeña, EdD

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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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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