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Planning for Higher Education Journal

Published
January 20, 2026

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Beyond Compliance

Building a Sustainable Assessment Framework for Continuous Improvement at Scale

By: Amanda M. Main, PhD, and Sean W.G. Robb, PhD

A case study of a public university’s college of business administration contributes empirical evidence of scaling challenges and offers a transferable framework for institutions seeking to enhance assessment capabilities while maintaining faculty engagement.

From Volume 54 Number 2 | January–March 2026

Abstract: Using a longitudinal case study spanning two decades (2003–2022), the authors analyzed how a large public university’s college of business administration designed a system that balanced institutional assessment needs with faculty workload considerations. Their findings revealed that successful large-scale assessment systems require: (1) multilevel organizational structures with clear staff roles, (2) embedded assessment measures leveraging existing coursework, (3) technological infrastructure to streamline data collection, and (4) robust feedback mechanisms ensuring interventions are implemented and evaluated. The study contributes empirical evidence of scaling challenges and offers a transferable framework for large institutions seeking to enhance assessment capabilities while maintaining faculty engagement.

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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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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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Example Plans

Published
November 13, 2023

Example Plan

Private Doctoral/Research University (Maryland, United States)

The research university’s 2023 strategic plan.

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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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Conference Recordings

Published
July 26, 2022

2022 Annual Conference | July 2022

Weaving Planning and Accreditation Together for Action

By: Jamienne S. Studley, WASC Senior College and University Commission (WSCUC) | Lynn Akey (Moderator), Minnesota State University-Mankato

Join us for an intimate discussion with Jamienne Studley, president of WASC Senior College and University Commission (WSCUC), former college president, and deputy undersecretary of the U.S. Department of Education (2013–2016).
Abstract: Institutions will need to restructure at an unprecedented pace to achieve results vital for student success and institutional sustainability. Join us for an intimate discussion with Jamienne Studley, president of WASC Senior College and University Commission (WSCUC), former college president, and deputy undersecretary of the U.S. Department of Education (2013–2016). Synergy between strategic integrated planning and accreditation review can drive meaningful and efficient analysis in our institutions and become a catalyst for quality, continuous improvement for change, and pursuit of the results we want.

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ebook

Published
July 21, 2022

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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

Academic Plan

Multiple Locations

This academic plan document enumerates the institution’s academic goals and strategies, with special focus on generating or enhancing interdisciplinary connections between the primary academic themes.

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Example Plans

Published
May 31, 2022

Sustainability Plan

Public (British Columbia, Canada)

Abstract: “In 2013 TRU established ‘increasing sustainability’ as one of its five strategic priorities for 2014-2019. This Strategic Sustainability Plan (SSP) is aligned with the university’s strategic plan, and provides a focus for TRU’s efforts toward sustainability over the same period. The SSP is comprehensive in nature, and includes more than 130 recommended strategies across four key focus areas: Operations & Planning, Advocacy & Engagement, Learning, and Administration. The SSP is intended to provide a framework for each TRU department and operational unit to incorporate sustainability initiatives into their own planning processes (the structure of the plan is illustrated on the opposing page). . . . Unlike some strategic documents, the plan takes a comprehensive approach of documenting strategies over the next 5 years. These strategies are not all the responsibility of one department or office, but rather are shared among many. This comprehensive approach will allow each office or department to see where and how it can play a role in TRU’s sustainability journey.”

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