Learning Resources

Institutional Process Mapping

A College Eliminates Service Gaps and Improves Efficiency and Collaboration

By: Steve Erickson, EdD, and G.L. Tucker, BS

Minnesota State Community and Technical College coordinated and integrated processes for student onboarding to support institutional performance.

From Volume 52 Number 2 | January–March 2024

Abstract: Students experience institutional processes differently than employees within an institution. Process mapping and evaluation, or Value Stream Mapping, is a purposeful way to coordinate and integrate processes to support institutional performance through the identification of inefficiencies, increased interdepartmental collaboration, and ultimately the creation of new processes that eliminate service gaps. This article will introduce key elements in process mapping, process evaluation, and the process management lifecycle. Those concepts will be described through one collegiate institution’s practical application of student onboarding evaluations across several departments, including recruiting, admissions, financial aid, and advising.

Institutions Mentioned: Minnesota State Community and Technical College
Tags: Community College, Continuous Improvement, Operational Planning, Planning Processes, Student Services

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The Value of Promising Failures and Partial Successes

Visible and Actionable Assessments Can Support a More Equitable Learning Environment

By: Karen Singer-Freeman, PhD

The Grand Challenges Project provides a comprehensive framework for institutions to overcome barriers, promote equity, and advance continuous improvement in higher education evaluation practices.

From Volume 52 Number 1 | October–December 2023

Abstract: The Grand Challenges in Higher Education Assessment Project (The Grand Challenges Project) is a national initiative designed to transform the landscape of assessment practices in ways that will increase equity by encouraging improvements in integrated planning. This article discusses the synergy between the three goals of the Grand Challenges Project: 1) Use Assessment Findings to Increase Equity; 2) Make Assessment Findings Visible and Actionable to Drive Innovation; and 3) Use Assessment Findings to Drive Rapid and Equitable Improvements in Pedagogy. Integrated planning is necessary to advance these goals, and progress toward each goal supports progress toward a more equitable and inclusive system of higher education.

Planning Types: Academic Planning
Tags: Alignment, Assessment / Analytics, Data, Diversity Equity and Inclusion (DEI), Student Learning Outcomes, Teaching and Learning

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Blog Post

Published
January 12, 2024

The Grand Challenges in Assessment Project Supports Progress in Integrated Planning

It Links Planning, Resource Allocation, and Assessment in Higher Education

By: Karen Singer-Freeman, PhD, Grand Challenges in Assessment in Higher Education, and Wake Forest University

In recognition of the important role assessment plays in integrated planning, SCUP is an endorsing organization of the Grand Challenge in Assessment Project. In this blog post, we discuss the project and explore how it can help advance integrated planning in higher education.

Planning Types: Academic Planning
Tags: Alignment, Assessment / Analytics, Data, Diversity Equity and Inclusion (DEI), Student Learning Outcomes, Teaching and Learning

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What Is Your Crisis ‘What If’?

Create a Sustainable Approach to Emergency Response Planning

By: Jessica A. Luedtke, PhD, and Mary M. Reinke, MBA, MS

The Medical College of Wisconsin planned strategically, engaged executive leadership, and operationalized an Administrative Response Team to navigate critical incidents impacting the university.

From Volume 51 Number 3 | April–June 2023

Institutions Mentioned: Medical College of Wisconsin
Planning Types: Continuity Planning
Tags: Building (or Writing) the Plan, Communication, Crisis and Disaster Management, External Collaboration / Partnerships, Leadership, Medical / Allied Health Education, Modifying the Plan, Recovery Planning, Response Planning, Risk Management, Scenario Planning, Security

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Example Plans

Published
May 17, 2023

Bridge Plan

Public Associate’s College (Arizona, United States)

From April 2020, the institution’s president led faculty and staff in a rigorous planning and exploration process to ensure that the college remained accessible and thriving through the pandemic and beyond. This bridge plan document details the action steps resulting from that process.

Planning Types: Continuity Planning
Resource Types: Bridge Plan
Tags: Bridge Planning, Community College, COVID-19, Goals, Hybrid Learning, Leadership Attitude Toward Planning, Online Learning, Operational Planning, Organizational Culture, Response Planning, Scenario Planning, Strategies and Tactics, Student Experience, Teaching and Learning

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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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Example Plans

Published
September 2, 2022

Supporting Document

Public Associate’s College (California, United States)

This document provides an overview of the annual academic planning process at the college, with guidance on how to contribute.

Planning Types: Academic Planning
Resource Types: Supporting Document
Tags: Alignment, Community College, Educational Master Plan, Planning Processes, Student Learning Outcomes

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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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Example Plans

Published
May 31, 2022

Supporting Document

Public (British Columbia, Canada)

A series of thorough, heavily sourced environmental scanning reports developed by the institution’s institutional effectiveness department to support its strategic planning process.

Planning Types: Institutional Effectiveness Planning, Strategic Planning
Resource Types: Supporting Document
Tags: Canada, Economic Development, Environmental Scanning, Higher Ed Trends, Student Demographics, Trends External to Higher Ed

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Planning Types

Challenges