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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Why Do Most Institutional Presidents Look Roughly the Same?

Plan for Racial, Ethnic, and Gender Diversity in a Presidential Search

By: Dana Ainsworth, MA, and Jeffery L. Wilson, PhD

An institution’s governing board should determine how diversity initiatives will be prioritized during the search process.

From Volume 51 Number 4 | July–September 2023

Abstract: The presidential search process is an opportunity for the institution to plan for and vet potential leaders who will play a pivotal role in the success or failure of diversity initiatives. A key question to ask during searches is whether the growing student diversity on campus is present within the presidential search itself. We advocate for institutional governing boards to commit to creating lasting, cultural change and including DEI efforts in the presidential hiring process.

Planning Types: Diversity, Equity, and Inclusion Planning
Tags: Diversity Equity and Inclusion (DEI), Governance, Presidential Leadership, The Presidency

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Example Plans

Published
August 8, 2023

Strategic Plan, Strategic Planning Website

Public Doctoral/Research University (Colorado, United States)

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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.

Planning Types: Strategic Planning, Academic Planning
Resource Types: Strategic Plan, Strategic Planning Website
Tags: Attracting and Retaining Underrepresented Students, Diversity Equity and Inclusion (DEI), Faculty Productivity, Goals, Governance, Measuring the Plan, Metrics, Racial Equity, Strategies and Tactics, Student Success, Workforce Development

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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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Book Review: Implementing Sustainable Change in Higher Education

Principles and Practices of Collaborative Leadership

By: Marianna Kepka, MS

From Volume 51 Number 2 | January–March 2023

Abstract: Implementing Sustainable Change in Higher Education: Principles and Practices of Collaborative Leadership
by Brent D. Ruben
Stylus Publishing: Sterling, Virginia: 2022
229 pages
ISBN: 978-1642674415

How should higher education leaders take on the challenges of change? In Brent Ruben’s Implementing Sustainable Change in Higher Education: Principles and Practices of Collaborative Leadership, the author says there’s no simple approach. Instead, he encourages leaders to “understand and leverage the dynamics of change; lead collaboratively and meaningfully; engage one’s colleagues; and adopt and pursue a shared vision of organizational purpose and aspirations.”

Planning Types: Strategic Planning
Tags: Change Management, Engaging Stakeholders, Leadership, Organizational Change, Organizational Culture, Theory

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Facilities Planning for Community Colleges

Practicing Equity for Educational Inclusion & Belonging

By: Amara H. Pérez, PhD | Brodie Bain, NAC|Architecture | Saumya Kini, Walker Macy | Rebecca Ocken, Portland Community College

The planning team for Portland Community College will discuss lessons learned while practicing equity to create an inclusive Facilities Plan for Oregon’s largest higher education institution on thresholds of global, local, and institutional shifts.

Abstract: The planning team for Portland Community College will discuss lessons learned while practicing equity to create an inclusive Facilities Plan for Oregon’s largest higher education institution on thresholds of global, local, and institutional shifts. Portland Community College, a multi-campus institution constantly navigating academic, workforce, and social change, offers critical and timely lessons for effective and inclusive integrated planning. Attendees will be encouraged to consider relationships between educational equity, campus planning, and institution-wide shifts. They will feel empowered to balance uncertainty, flexibility, and specificity in planning equitable futures.

Institutions Mentioned: Portland Community College
Planning Types: Campus Planning, Diversity, Equity, and Inclusion Planning
Tags: Alignment, Community College, Diversity Equity and Inclusion (DEI), Facilities Design, Facilities Planning, Higher Ed Trends, Learning Environments, Racial Equity, Student Engagement

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Book Review: Critical Whiteness Praxis in Higher Education

Considerations for the Pursuit of Racial Justice on Campus

By: Paul A. Dale, EdD

From Volume 51 Number 1 | October–December 2022

Abstract: Critical Whiteness Praxis in Higher Education: Considerations for the Pursuit of Racial Justice on Campus
Edited by Zak Foste and Tenisha L. Tevis
Stylus Publishing: Sterling, VA: 2022
289 pages
ISBN: 978-1642672695

College and university administrators are increasingly called to confront the deeply entrenched racial inequities in higher education. To do so, corresponding attention must be given to historical and contemporary manifestations of whiteness in higher education and student affairs. In reviewing Critical Whiteness Praxis in Higher Education: Considerations for the Pursuit of Racial Justice on Campus, Paul A. Dale, EdD, suggests those who read the book will more fully acknowledge the impact of whiteness on organizational structure, colleagues, and students and their experience.

Planning Types: Diversity, Equity, and Inclusion Planning, Student Affairs Planning
Tags: Diversity Equity and Inclusion (DEI), Racial Equity

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Conference Recordings

Published
November 2, 2022

2022 Mid-Atlantic Regional Symposium | November

Reckoning with Entangled Histories

Higher Education and Slavery

By: Fanchon (Chon) Glover, College of William and Mary | Amber Hall, College of William and Mary | Samuel Hayes, College of William and Mary | Ben Carton, George Mason University | Wendi Manuel Scott, George Mason University | Cathy Pinskey, George Mason University | Dereck J. Rovaris, Sr., St. Mary's College of Maryland | Maurice Schlesinger, St. Mary's College of Maryland | Louis Nelson, University of Virginia | Alice Raucher, University of Virginia | Stephanie Wolfgang, Perkins&Will

In this symposium, four institutions will share their approaches to these complicated questions and how they’re continuing the conversation around the legacy of slavery on their campuses.

Abstract: American higher education institutions have a long, complex history with slavery that shouldn’t be ignored. Reckoning with these historical ties—from slave-owning namesakes to the enslaved laborers who constructed campus buildings—generates difficult questions for colleges and universities:

How do we honor those who were enslaved?
How do we recognize our role in the history of slavery as a means of learning from the past to guide our future?

In this symposium, four institutions will share their approaches to these complicated questions and how they’re continuing the conversation around the legacy of slavery on their campuses.

Institutions Mentioned: College of William and Mary, George Mason University, St. Mary’s College of Maryland, University of Virginia-Main Campus
Planning Types: Campus Planning, Diversity, Equity, and Inclusion Planning
Tags: Diversity Equity and Inclusion (DEI), Facilities Design, Facilities Planning, Historic Preservation, Landscape / Open Space, Placemaking, Racial Equity, SCUP 2022 Mid-Atlantic Symposium | November, Student Engagement

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Planning Types

Challenges