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Blog Post

Published
September 2, 2025

How Strategic Is Your Strategic Plan?

Identify Its Shortcomings and Ask Key Questions

By: Sarah L Collie, PhD, Associate Vice President for Organizational Excellence, University of Virginia

Today, strategic planning in colleges and universities is more crucial than ever. Yet many strategic plans in higher education lack a clear strategy, instead resembling a long-range plan.

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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

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
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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Planning for Higher Education Journal

Published
October 31, 2024

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Leveraging Data to Engage Our Community

Data Play Dual Roles in Facilitating Inclusive and Evidence-Based Strategic Planning

By: Su Swarat, PhD, and Gina Park, PhD

Success in strategic planning requires decision-making that reflects the collective vision of diverse constituents.

From Volume 52 Number 4 | July–September 2024

Abstract: Success in strategic planning requires decision-making that reflects the collective vision of diverse constituents. At California State University, Fullerton we leveraged data as the essential thread in engaging our community in an inclusive strategic planning process. Data played dual roles, serving as input and output, to provide a common framework through which the ideas and wisdom of our community are reflected and shared, anchoring the strategic plan firmly in the campus voices. Our engagement through data embodied our commitment to evidence-based decision-making and contributed to the success of our strategic planning process.

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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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Webinar Recordings

Published
September 18, 2024

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Managing Change While Moving Things Forward: An Institutional Response to Artificial Intelligence

By: Becca Pad, MSIS, Library Director | Ashlei Watson, MSML, Director of Academic Planning and Effectiveness

How do you provide a safe space for authentic and inclusive dialogue while addressing a contentious topic in higher education?
Abstract: How do you provide a safe space for authentic and inclusive dialogue while addressing a contentious topic in higher education? How do you provide the opportunity and education needed for your campus community to recalibrate their thinking when a response is needed right away? We worked through these issues in the development of an Artificial Intelligence institutional statement and department guidelines at our art and design institution. It wasn’t easy, and we’re still learning, but our case study might provide change management strategies you can use at your own institution.

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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

A School Without Walls: The Architecture of Data Science

By: Phil Bourne, Founding Dean | Lauren Shirley, Senior Associate | Mike Taylor, Principal

Data science is a rapidly developing discipline and serves as a catalyst for the future development and management of institutional faculties.
Abstract: Data science is a rapidly developing discipline and serves as a catalyst for the future development and management of institutional faculties. This session will examine the unique engagement process behind the University of Virginia's (UVA) 'School without Walls', as well as its dynamic programming and design for serving an emerging discipline. This project plays a special role in providing a venue for community and industry interaction and research. We'll explore points of engagement with an expanding faculty throughout the design process, which inspired flexible internal planning, and reflect on the appropriateness of wider contextual influences on the design solution.

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Conference Presentations

Published
July 23, 2024

Finding the Beauty in Right-sizing the KU Campus

By: Barbara Bichelmeyer, Provost & Executive Vice Chancellor | Callie Long, Interim Vice Provost | Mark Reiske| Gautam Sundaram, Principal

The constraints that universities face in terms of capital, declining enrollment, and surplus capacity in campus facilities causes escalation of deferred maintenance costs.
Abstract: The constraints that universities face in terms of capital, declining enrollment, and surplus capacity in campus facilities causes escalation of deferred maintenance costs. The University of Kansas (KU) master plan focuses on the value and impact of right-sizing the campus through change management and the implementation of a data dashboard. This session will share a sustainable path to establish a culture of transparency in decision making, stakeholder engagement, and environmental stewardship. We'll outline a data-driven process and lessons learned for leveraging resources, enacting policies that enable change management, and meeting the challenges of implementing a bold cultural shift.

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