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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
July 23, 2024

Leadership Lessons Learned: Assessing Strengths, Skills, and Knowledge

Higher education leaders carry the responsibility of vision and building new strategic directions for colleges and universities.
Abstract: Higher education leaders carry the responsibility of vision and building new strategic directions for colleges and universities. This session will provide a deep look into one leader's decades of experience and share ways to become a strong, successful administrator at any level. Come learn the ways in which leadership is more than a title and discover how to assess your own skills and knowledge, as well as the best ways to position those findings for current and future roles.

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Conference Presentations

Published
July 23, 2024

Collaboration in Strategic Resource Alignment

A codified planning and resource alignment process can elevate institutional planning culture and help ensure the alignment of resources to the strategic plan. We'll show how planning and resource alignment are part of a systematic, data-informed, and integrated approach to achieving an institution's mission and vision.
Abstract: A codified planning and resource alignment process can elevate institutional planning culture and help ensure the alignment of resources to the strategic plan. We'll show how planning and resource alignment are part of a systematic, data-informed, and integrated approach to achieving an institution's mission and vision. You'll walk away from this session with templates and logistical knowledge for effective implementation of annual planning and resource alignment as a part of an institutional integrated planning process.

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Conference Presentations

Published
July 22, 2024

Renew, Revise, or Reject: Presidential Turnover and Strategic Planning Impacts

Since the average presidential tenure is now fewer than six years, campuses need to design and implement circumspect planning which will prove stable even in the event of leadership changes. Using examples from eight institutions across the U.S., this session explores the challenges to campus strategic planning when new leadership arrives.
Abstract: Since the average presidential tenure is now fewer than six years, campuses need to design and implement circumspect planning which will prove stable even in the event of leadership changes. Using examples from eight institutions across the U.S., this session explores the challenges to campus strategic planning when new leadership arrives. Campus constituencies will be able to weather the uncertainties of a presidential transition through a detailed understanding of commonly experienced impacts on campus planning.

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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

Published
July 22, 2024

Challenges to Integrated Approaches for Institutional Effectiveness

Institutions can no longer be effective when resources, data, ideas, and people are siloed.
Abstract: Institutions can no longer be effective when resources, data, ideas, and people are siloed. A complete picture of institutional health requires planning leaders to break down silos and confront challenges using a shared language and an integrated and wholistic view across institutional functions. In this session, we'll discuss the integrated institutional effectiveness model, a rubric for the model, and approaches that allow planners to lead across silos.

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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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Planning for Higher Education Journal

Published
January 9, 2024

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Collaborating, ‘Speed Dating,’ Celebrating, and More

Augusta University Equipped a Core Team to Engage Stakeholders in Strategic Planning

University colleagues share techniques and tools they find effective in their strategic planning process—and in fostering participation and intentional conversations.

From Volume 52 Number 1 | October–December 2023

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Blog Post

Published
October 5, 2023

Listen Up Leaders

Two-Way Communication Is Important in Establishing Trust

To gain additional insight into strategies for establishing trust between stakeholders and their leaders, we turned to Sonia Alvarez-Robinson, associate vice president for strategy and organizational effectiveness, Georgia Institute of Technology.

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Tool

Published
September 20, 2023

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Integrated Planning Competencies

This toolkit details the competencies—knowledge, dispositions, and skills—an individual needs to perform integrated planning in higher education.
Abstract: Build Capacity for Integrated Planning

Whether you’re preparing a committee for an upcoming planning process or simply looking for directions for your own professional development, the Integrated Planning Competencies can help you determine the knowledge, skills, and dispositions your institution needs to advance integrated planning.

Integrated planning requires building capacity in the people who do planning so they have the necessary knowledge and skills for success. But higher education institutions that focus only on developing planning-related expertise often face hurdles when they attempt integrated planning. Why? Because colleges and universities are complex environments and using an integrated planning approach in those environments requires a wide range of knowledge, skills, and dispositions. Some of the required expertise might seem obvious (like writing goals or analyzing information). But some of it may be less so—particularly expertise related to “soft” skills or human skills, like communication or collaboration.

To provide more clear and specific guidance, SCUP identified competencies—knowledge, skills, and dispositions—that individuals need for successful integrated planning. We analyzed the experiences and viewpoints of around 300 planners and higher education administrators in order to surface the competencies—both obvious and inconspicuous—that underpin integrated planning success.

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