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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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Conference Presentations

Published
July 23, 2024

Bison Blueprint: Building An Integrated Planning Culture At Gallaudet

A successful integrated plan requires the broad engagement within an institution.
Abstract: A successful integrated plan requires the broad engagement within an institution. In this session, we'll demonstrate how we taught key leaders about integrated planning by breaking down the integrated planning process to enable plan creation for different programs and divisions. We'll share our Bison Integrative Planning Toolkit, which provides an 'evergreen' resource for onboarding colleagues into the integrated planning process and also serves as a manual that walks through the process of creating a plan. Join us to gain teachable, no-cost resources that you can easily disseminate at your institution to foster necessary skills for building an integrated planning culture.

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Conference Presentations

Published
July 22, 2024

Navigating Academic Success: Dashboards for Data-informed Decision Making

The role of data-informed decision-making can't be overstated.
Abstract: The role of data-informed decision-making can't be overstated. By leveraging advanced data visualization techniques, these dynamic dashboards provide real-time insights into key performance indicators, enabling informed and strategic decision making. We'll embark on a visual journey into the heart of data-informed decision making with a focus on exceptional dashboards, delving into visual analytics to illuminate the transformative impact they have on leadership and student success. Come learn about the transformative impact that Binghamton University's dashboard creation and visual analytics has on academic leadership, departmental efficiency, student success initiatives, and institutional excellence.

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Conference Presentations,Conference Recordings

Published
July 22, 2024

The Strategic Doing Methodology at Northern Michigan University

Many institutions face challenges in evolving traditional, and often ineffective, planning processes into fully participatory systems that use collaborative methods and techniques for improving outcomes.
Abstract: Many institutions face challenges in evolving traditional, and often ineffective, planning processes into fully participatory systems that use collaborative methods and techniques for improving outcomes. We'll illustrate how Northern Michigan University (NMU) is using Strategic Doing methodology to advance strategic action plan tactics, organize loosely connected networks, and increase collaboration and effectiveness. Come learn how to use a structured methodology with loosely affiliated cross-functional teams to drive greater results, increase accountability, and support impactful strategic plan implementation.

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Conference Presentations

Published
July 22, 2024

It’s Alive! Georgia Tech’s Bold, Comprehensive Campus Plan

Planning for certainty in higher education's unpredictable climate is impossible.
Abstract: Planning for certainty in higher education's unpredictable climate is impossible. The living framework, a geographic information system-based (GIS) tool, gives institutions agency to adjust scenarios and measure impacts against set metrics to facilitate decision making and guide capital plans. Georgia Institute of Technology (GT) applies this integrated planning process for long-term relevancy as campus priorities and external factors evolve, the impacts of hybrid work emerge, and unexpected ideas develop. You can use GT's innovative planning tools and strategies to meaningfully respond to dynamic stakeholder needs, manage institutional complexity, measure sustainability and growth outcomes, and build an effective governance model.

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Planning for Higher Education Journal

Published
June 20, 2024

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Why Strategic Plans Aren’t Working in Uncertain Times

Because Strategic Planning Should Be a Dynamic, Robust Process

The author’s approach to his research-based Strategic Planning in Uncertain Times Fieldbook began with a sampling review of 50 strategic plans. What emerged was the development of an organizational learning cycle used as a template to assess the effectiveness of strategic plans on more than 250 college and university websites.

From Volume 52 Number 3 | April–June 2024

Abstract: A strategic plan is supposed to “bring the future into the present so that you can do something about it now.” Almost every college or university has such a plan because accreditors and governing boards require one. The question is: Why do so many higher education institutions seem to be unprepared when they take drastic actions (e.g., eliminating programs, cutting faculty and staff members, etc.) in uncertain times? The author studied more than 250 colleges and universities and suggests the answer in this article.

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Conference Presentations

Published
March 5, 2024

Planning and Leading Through Positive Turbulence: Kean’s Pursuit of R2 Status

In order to meet the Carnegie Commission on Higher Education's requirements for an R2 Research Institution designation, Kean University created the University Planning Council (UPC), an inclusive university-wide body with representatives from every constituency within the university community.
Abstract:

In order to meet the Carnegie Commission on Higher Education's requirements for an R2 Research Institution designation, Kean University created the University Planning Council (UPC), an inclusive university-wide body with representatives from every constituency within the university community. The UPC creates linkages between assessment and resource allocations to establish integrated university-wide planning, supporting a comprehensive restructuring of its planning processes, policies, and procedures. This session will emphasize the importance of the democratization of data, transparency, inclusivity, and capacity development in integrated planning processes.

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Planning for Higher Education Journal

Published
December 15, 2023

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Survival of the Financially Fittest

Leverage Strategic Decision-Making and Key Financial Metrics to Achieve Financial Stability

Leaders must look closely at financial trends that may reveal signs of trouble—in the short or immediate term—and have the courage to act to address them.

From Volume 52 Number 1 | October–December 2023

Abstract: This article explores a methodology for assessing and managing the financial viability of private, tuition-dependent institutions as well as institutional tactics and strategies used to improve their financial strength. The resulting model will help institutions understand the trends and predictive value of key financial metrics directly impacting their liquidity and operations and how senior leadership can drive change. Institutional examples illustrate how to engage senior leadership in strategic decision-making that includes assessment of revenue growth and/or expense management.

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