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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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Conference Presentations

Published
April 8, 2025

Decisions That Stick: Applying the CBA Matrix to Complex Projects

Abstract: The Choosing by Advantage (CBA) Matrix is a powerful tool for decision-making in the design and construction industry, from the planning process through project completion, and it delivers efficiency through fewer changes. CBAs take all stakeholders into account when defining advantages, so campus planners can achieve quality, an on-time schedule, and cost savings at every stage. Via simulation, we'll demonstrate how you can apply CBAs across all phases of a project. By presenting and providing step-by-step, compelling visuals, our team will enable you to implement CBAs tactically and early in your next project.

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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
February 14, 2025

Improving Student Support on a Decentralized Campus

Project Management Ensures Campus Stakeholder Buy-in, Cross-Collaboration, and Thorough Communication

By: Delaney Ybarra, MA, Andrea Garrity, MS, and Erica L. Wagner, PhD

Portland State University’s Office of Student Success adopted a project management framework to improve student outcomes, starting with a pilot program to administer hardship funds.

From Volume 53 Number 2 | January–March 2025

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Planning for Higher Education Journal

Published
October 29, 2024

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The Devil and the Detail

Using Headcount and FTE in the Planning Process

By: Karen E. Hinton, PhD

Often, student, faculty, and staff headcount and FTE can be misunderstood and misused. Understanding crucial factors about these data sets can strengthen the planning process.

From Volume 52 Number 4 | July–September 2024

Abstract: Everyone involved in planning activities will be aware of the use of data in the process. Data-driven planning is ubiquitous in all planning processes but can be a weak spot for many planners. The difficulty for most people is that the very mention of “data” can make eyes glaze over. Some of the least understood and most misused data are student, faculty, and staff headcount and FTE (full-time equivalent). Understanding some critical factors about these data sets can help demystify them and strengthen the planning process.

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Conference Presentations

Published
July 23, 2024

What’s In It For Me? The Benefits of Data Asset Management

By: Elizabeth Greaney, Chief Business/Financial Strategy Officer | Surayya Johnson, Director of the Office of Student Life| Paul Miller, Professional Development Director | Nadine Porter, Deputy Chief Analytics and Insights Officer

Data is a pillar for organizational mission and for driving results. Planners must not undervalue the importance of data-informed decision-making and its link to institutional wellbeing and sustainability. Montgomery College's (MC) integrated planning incorporated robust community input that culminated into a successfully built plan that supports agility and flexibility.
Abstract: Data is a pillar for organizational mission and for driving results. Planners must not undervalue the importance of data-informed decision-making and its link to institutional wellbeing and sustainability. Montgomery College's (MC) integrated planning incorporated robust community input that culminated into a successfully built plan that supports agility and flexibility. MC continuously reminds and educates the campus community about 'what's in it for me' and the benefits of collaborating on this growth mindset. This session will demonstrate how data-driven planning fosters ownership, accountability, buy-in, and increases effectiveness and trustworthiness of institutional decision-making, resulting in positive outcomes and decreased risk.

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Conference Presentations

Published
July 23, 2024

Measuring Campus Initiative Outcomes of Diversity and High-performance Teams

By: Beyazmin Jimenez, Director of Diversity, Equity, Inclusion and Culture | Ai Kurokawa, Principal | Tammy Trung Ngo, Energy Designer | Tim Singleton, Assistant Vice President of Capital Projects

The planning, designing, and building of campus initiatives requires broad and diverse perspectives.
Abstract: The planning, designing, and building of campus initiatives requires broad and diverse perspectives. This session will present the case for implementing sustainable ways of diversifying the owner, design, and construction industry through emergent data collection. We'll explore the link between diversity and high-performance of project development, process, and teams, and discuss the developing research and data related to owner satisfaction. Join us to find out how diverse and high-performance teams can add to the continuous improvement of processes and create sustainable changes towards a more diverse pipeline of multiple disciplines that impact the campus.

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Conference Presentations

Published
July 23, 2024

Leveraging Your Resources to Build a Comprehensive, Data-driven Strategic Plan

By: Gianna Darrow, Executive Director of Data Analytics and Strategic Planning | Jimmy Jung, Senior Vice Chancellor | Marsha Lowery, Vice Chancellor for Student Academic Success

Institutions can align their needs with innovation and insight by creating a strong integration of data and research processes for a data-driven, impactful strategic plan. We'll demonstrate how to build a data-driven strategic plan by applying research methodologies, leveraging public data, optimizing institutional data, and constructing a content analysis.
Abstract: Institutions can align their needs with innovation and insight by creating a strong integration of data and research processes for a data-driven, impactful strategic plan. We'll demonstrate how to build a data-driven strategic plan by applying research methodologies, leveraging public data, optimizing institutional data, and constructing a content analysis. You'll come away from this session with a blueprint to integrate into your own planning processes that will bolster your data skills and provide you with a mechanism to weave together planning with data-driven insights.

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Conference Presentations

Published
July 23, 2024

Leveraging Progressive Design-Build Delivery for Capital Projects

By: Brandon Dekker, Principal | Brian Pratt, Associate Vice Chancellor and Campus Architect | Marijke Smit, Principal, Education Strategies | Khristina Stone, Preconstruction Manager

California recently passed legislation that permits its public entities to leverage Progressive Design-Build (PDB) delivery methods for capital projects.
Abstract: California recently passed legislation that permits its public entities to leverage Progressive Design-Build (PDB) delivery methods for capital projects. Other states are following suit, which will upend traditional planning and design processes. This session will outline necessary changes to pre-design planning processes and considerations to set projects up for success under a PDB delivery model. We'll share tools that will help you achieve better outcomes in your planning and design processes, including lessons learned from our own successes and challenges of using PDB as a project delivery method.

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Conference Presentations

Published
July 23, 2024

Building a New Medical School With Integrated Project Delivery

By: Jacqueline Norman, Campus Architect | Linda Reimann, Chief of Staff and Assistant Dean, Strategic Innitatives | James Simeo, Principal

Effective means and methods for building projects result in campus environments that advance institutional missions and goals, ensure student success, and support campus communities working for change.
Abstract: Effective means and methods for building projects result in campus environments that advance institutional missions and goals, ensure student success, and support campus communities working for change. This session will demonstrate how administrators, planners, and designers joined forces to coordinate an integrated project delivery to build a new medical school that promotes success for a diverse student body. We'll highlight strategies for prioritizing during the decision-making process, including identifying physical space needs to support program initiatives, developing planning guidelines for those needs, and enacting a design-build process to meet those needs in the built environment.

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