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Planning for Higher Education Journal

Published
December 1, 2025

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Coordinating Complexity

Streamline Institutional Change Through Integrated Planning

The authors replaced a costly, time-intensive model with a SharePoint-based system to transform sprawling processes into responsive systems for growth.

From Volume 54 Number 1 | October–December 2025

Abstract: With over 100 programs and 113 sites across 28 states and multiple countries, Embry-Riddle Aeronautical University faced mounting complexity in managing institutional changes.

Previously, each change we made required meetings with up to 30 participants from more than 20 offices, including Financial Aid, Facilities, Academic Affairs, IT, and Site Management.

Through integrated planning, we replaced that costly, time-intensive model with a SharePoint- based system for asynchronous collaboration. The shift fostered transparency, reduced delays, and empowered cross-functional alignment. The project exemplifies how intentional design and relationship-building can transform sprawling processes into coordinated, responsive systems prepared for institutional growth and change.

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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

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 Recordings

Published
July 12, 2021

Strategic Resource Allocation

More Important Than Ever Before

This session will focus on a proven process for fairly and holistically evaluating all current academic programs and support functions to assess their value and contribution to institutional success.
Abstract: Many institutions will not change their mission because of the pandemic, but they will need to change their approach to fulfilling that mission. This session will focus on a proven process for fairly and holistically evaluating all current academic programs and support functions to assess their value and contribution to institutional success. Reallocating resources is difficult in the best of times and performing this function under financial distress is exponentially tougher. Come learn how you can apply our collaborative approach at your institution to make this process more manageable and achieve better outcomes.

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$50

Example Plans

Published
March 5, 2021

Strategic Plan

Private Master’s College or University (Alabama, United States)

The university’s strategic plan details five broad goals with supporting strategies and measures for success. Focus centers on student success and leveraging technology for the 21st-century learning experience.

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Planning for Higher Education Journal

Published
February 26, 2021

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American University of Beirut’s Meta-Assessment Framework

Rubrics Improve Evaluation Processes, Set Clear Expectations, and Help in Decision-Making

In a higher education setting, it is important to evaluate assessment processes, establish clear expectations, and efficiently make decisions. Doing so will support program and unit outcomes and periodic program and unit reviews, aligning with the institution’s strategic plan and optimizing budget allocation.

From Volume 49 Number 2 | January–March 2021

Abstract: This article presents a framework for developing a meta-assessment process for evaluating assessment practices in higher education institutions. Meta-assessment is important for improving assessment processes, setting clear expectations, and efficient decision-making. The comprehensive literature on this topic that is included in this article suggests that developing meta-assessment rubrics is an effective method for evaluating assessment. The meta-assessment results can be used in combination with qualitative resources to encourage program self-improvement. At the American University of Beirut, different meta-assessment checklists were developed based on best practices for evaluating program learning outcomes assessment, unit outcomes assessment, periodic program review, and periodic unit review.

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Conference Presentations

Published
October 6, 2019

2019 Southern Regional Conference | October 2019

Building a Culture of High Performance, Accountability, and Continuous Improvement from a University System and Institutional Perspective

The President of two University System of Georgia (USG) universities during the process and initial implementation of Comprehensive Administrative Review (CAR) will provide an institutional perspective and insight into building a culture of high performance with a focus on evidence-based leadership, accountability, and continuous improvement.
Abstract: In April of 2017 the University System of Georgia (USG) launched a system wide initiative, known as the Comprehensive Administrative Review (CAR). The charge was to identify and implement administrative service improvement, efficiencies, and administrative cost savings that can be redirected to student success efforts and core academic programs. As Chair of the CAR Steering Committee, Dr. Marrero will outline the objectives of the CAR, the process, implementation and reporting structures, and the results to date. Furthermore, as a President of two USG comprehensive universities during the process of and initial implementation of CAR (University of West Georgia and Georgia Southern University), Dr. Marrero will provide an institutional perspective and insight into building a culture of high performance with a focus on evidence-based leadership, accountability, and continuous improvement. The session will highlight why investing in and engaging your people is critical in building a culture of continuous improvement.

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Conference Presentations

Published
July 14, 2019

2019 Annual Conference | July 2019

From “What if?” to What’s Next?”

Planning for a Next Generation Business School

In this session, we will explore how to plan a campus ecosystem that connects business with people, ideas, and resources to drive a new research and education model.
Abstract: Societal challenges and opportunities no longer fit in departments. Future success requires business researchers, educators, and students to interconnect across the entire campus and beyond. In this session, we will explore how to plan a campus ecosystem that connects business with people, ideas, and resources to drive a new research and education model. You will learn key strategies and find opportunities—encompassing planning, programming, design process, and lessons learned from building use—to advance your institution's mission and build a framework to implement your initiatives.

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Free

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Free

Conference Presentations

Published
July 14, 2019

2019 Annual Conference | July 2019

How Is My Institution Going to Survive the Coming Demographic Cliff?

Abstract: A sharp, perhaps permanent contraction in the pool of college-aged students has become inescapable. Nearly all institutions could confront wrenching losses in competitiveness, revenue, or both. Yet despite advance warning, few institutions understand what they must do now to remain viable. We will go over two sets of tools that are critical for preparing for the upcoming demographic changes: 1) conducting analyses of institutional vulnerability; and 2) modeling what-if scenarios to shape strategy.

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Free

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Free

Conference Presentations

Published
July 14, 2019

2019 Annual Conference | July 2019

Making Shared Services Work

Perspective From Both Sides of the Change

Abstract: The consolidation of administrative services into a centralized shared services model is increasingly common. Unfortunately, this move can be a rocky one, often encountering resistance and skepticism. Our session will focus on the implementation and optimization of a shared services model for academic services from both sides of the change—a person on the team leading the change and a key stakeholder undergoing the change. This session will provide you with information, skills, and approaches to ensure a pain-free implementation of a shared services model.

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Free

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Conference Presentations

Published
July 14, 2019

2019 Annual Conference | July 2019

Innovation Ecosystem at Campus Edge

MIT's Kendall Square Initiative

Abstract: As engines of local economies, urban universities often nurture innovation ecosystems beyond campus boundaries, like Massachusetts Institute of Technology's (MIT) Kendall Square Initiative. We will focus on this vibrant, campus-edge, partnership-driven innovation ecosystem. We'll cover laboratory facilities that combine academic strengths and private partner needs while examining the architectural challenges of urban research buildings. You will learn about the complexities of mixing commercial research buildings, student housing, residential apartments, and active retail street-level spaces to meet the physical and cultural demands of diverse clientele.

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Free

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Free