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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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Conference Presentations

Published
April 3, 2025

Piloting Health and Wellbeing Metrics in University Capital Projects

Abstract: The University of California system recently incorporated wellbeing and diversity goals in its sustainability practices policy. Campuses must start planning how they will proactively move these goals forward. This session will provide a successful example of piloting new metrics?Äîbased upon the WELL Building Standard?Äîin university capital projects to ensure and maintain occupants' good health and wellbeing through cross-campus integration. Join us to explore opportunities for applying the WELL rating system's ten concepts that elevate wellbeing and physical environment health impacts on your campus.

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Planning for Higher Education Journal

Published
February 5, 2025

‘Catching’ Substantive Changes with Integrated Planning

Form a Dedicated Team to Reduce Silos, Develop Cross-Unit Collaboration, and Implement Transformative Goals

By: Rachel E. Smith, PhD, and Leslie W. Grant, PhD

Implementing changes at institutions that operate under a distributive leadership model can be challenging because academic and support units function separately. This article recommends successful ways to manage the change-making process.

From Volume 53 Number 2 | January–March 2025

Abstract: Implementing changes at institutions that operate under a distributive leadership model can be challenging because academic and support units are siloed. This article presents an example of one midsize, public, research institution’s successful strategy for “catching,” or identifying and managing, substantive changes using integrated planning. Through a centralized team of academic and support unit representatives, the academic units shared planned substantive changes, received feedback, and adjusted. The institution’s substantive change policy, infrastructure, and collaborative culture ensured the changes did not slip through the cracks or hit significant roadblocks. This article shares how the team operated, giving recommendations for institutions implementing the change practice.

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Conference Presentations

Published
July 22, 2024

Research Space Utilization Metrics: Putting Them to Work for You

By: Greg Aldridge, Sr. Lab Planner | Erik Halle, Senior Director, Knowledge Enterprise Operations | Stan Klonowski, Associate Director

The cost of building and operating research space continues to increase alongside the profile of these spaces on campus.
Abstract: The cost of building and operating research space continues to increase alongside the profile of these spaces on campus. Space management practices can help to enhance institutional reputation by growing research on a more affordable and sustainable basis. This session will examine Arizona State University's (ASU) process of managing research space in new and existing buildings, the research funding and facilities ecosystem, common metrics for productivity, and justifications for space management. We'll provide data-driven insight into ASU's implementation, ideas for translating the process to your institution, and justification for implementing our research space management and optimization practices.

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Conference Presentations

Published
March 19, 2024

An Intersectional Approach to Campus Planning at Cal Poly Humboldt

By: Kassidy Banducci, Cal Poly Humboldt | Michael Fisher, Cal Poly Humboldt | Georgia Sarkin, SmithGroup | Rosa Sheng, SmithGroup

In 2020, California State Polytechnic University (Cal Poly), Humboldt’s transformation to the system’s third polytechnic required a new intersectional approach to campus physical planning that addresses a spectrum of needs for ambitious growth, future ready resilience, and student persistence. Rapid disruptions affected academic access, achievement, and workforce readiness of Generation Z. The polytechnic implementation inspired a planning process that prioritizes people first to address social, environmental, health, and economic challenges. This session will share lessons learned from the Cal Poly Humboldt physical planning process and provide tactical tools for effective stakeholder engagement, data collection, and establishing metrics of gauging success.
Abstract: In 2020, California State Polytechnic University (Cal Poly), Humboldt’s transformation to the system’s third polytechnic required a new intersectional approach to campus physical planning that addresses a spectrum of needs for ambitious growth, future ready resilience, and student persistence. Rapid disruptions affected academic access, achievement, and workforce readiness of Generation Z. The polytechnic implementation inspired a planning process that prioritizes people first to address social, environmental, health, and economic challenges. This session will share lessons learned from the Cal Poly Humboldt physical planning process and provide tactical tools for effective stakeholder engagement, data collection, and establishing metrics of gauging success.

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Example Plans

Published
June 30, 2023

Strategic Plan, Strategic Planning Website

Multiple Locations

Strategic plan for the university system developed by the state’s board of higher education.

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Planning for Higher Education Journal

Published
May 23, 2023

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Quickly Building a Bridge

Use an Institutional Effectiveness Planning Model to Drive Strategic Planning

By: Jason Nicholas, MS, Daniel Cullen, PhD, and Ellen Koski, MPH

Executive leadership changes at Northern Michigan University led the interim president, interim provost, and Board of Trustees to call for a bridge plan to clearly articulate strategic work happening throughout campus. This article describes how the university was able to develop an interim strategic plan with broad campus engagement in less than half a year.

From Volume 51 Number 3 | April–June 2023

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Planning for Higher Education Journal

Published
March 24, 2023

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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.

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Planning for Higher Education Journal

Published
March 7, 2023

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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.

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