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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
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 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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Blog Post

Published
August 9, 2024

Slight Differences and Lots of Similarities

Two Conference Presenters Both Advocate for Developing and Improving Planning Culture

By: Melodie Greer, MEd, Bryn Athyn College

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Conference Presentations

Published
July 23, 2024

What’s In It For Me? The Benefits of Data Asset Management

By: Elizabeth Greaney, Chief Business/Financial Strategy Officer | Surayya Johnson, Director of the Office of Student Life| Paul Miller, Professional Development Director | Nadine Porter, Deputy Chief Analytics and Insights Officer

Data is a pillar for organizational mission and for driving results. Planners must not undervalue the importance of data-informed decision-making and its link to institutional wellbeing and sustainability. Montgomery College's (MC) integrated planning incorporated robust community input that culminated into a successfully built plan that supports agility and flexibility.
Abstract: Data is a pillar for organizational mission and for driving results. Planners must not undervalue the importance of data-informed decision-making and its link to institutional wellbeing and sustainability. Montgomery College's (MC) integrated planning incorporated robust community input that culminated into a successfully built plan that supports agility and flexibility. MC continuously reminds and educates the campus community about 'what's in it for me' and the benefits of collaborating on this growth mindset. This session will demonstrate how data-driven planning fosters ownership, accountability, buy-in, and increases effectiveness and trustworthiness of institutional decision-making, resulting in positive outcomes and decreased risk.

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Conference Presentations

Published
July 23, 2024

The Power of Partnership: Planning for Innovation

By: Lee Erickson, Chief Amplifier, Office of Entrepreneurship and Commercialization | Gregory Kufner, University Architect | Marilia Rodrigues, Principal | Jason Smith, Partner

Colleges and universities are seeking to engage in equitable planning and design processes that uphold institutional values and reflect the needs of broad, diverse audiences to create spaces that inspire innovation.
Abstract: Colleges and universities are seeking to engage in equitable planning and design processes that uphold institutional values and reflect the needs of broad, diverse audiences to create spaces that inspire innovation. In this session, we'll share how to successfully construct and implement an integrated planning, programming, and design process for the delivery of innovation spaces that extend the mission of community-based campus programs and resources. By developing a planning and design process that partners with key stakeholders, institutions and designers can create interdisciplinary spaces that foster collaboration, innovation, and access for the benefit of students, faculty, and the community.

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Conference Presentations

Published
July 23, 2024

Change Management: Leveraging Accreditation in a Challenging Environment

By: Heather Perfetti, President | Tracey Schneider, Senior Vice President for Legal Affairs and General Counsel

Institutional representatives must consider a variety of perspectives when managing change in the current higher education environment.
Abstract: Institutional representatives must consider a variety of perspectives when managing change in the current higher education environment. This session will explore the many ways in which accreditation is an ideal perspective for supporting institutional change. We'll discuss how to leverage the holistic cycle of accreditation, along with a laser focus on regulatory, policy, and legal issues, in ways that positively influence the future direction of institutions, focus on student success, and drive institutional mission.

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Conference Recordings

Published
July 23, 2024

Planning, Designing, and Delivering a Fully-electric Dormitory in Toronto

By: Jennifer Adams Peffer, Campus Architect/Director of Architecture, Planning & Project Development | Steve Donnelly, Associate Principal | Michael Faustini, Project Director | Deborah Moelis, Principal

Buildings are a major source of carbon emissions.
Abstract: Buildings are a major source of carbon emissions. Campuses need solutions for meeting rigorous energy goals while capturing programmatic needs, improving occupant health and wellness, and meeting bottom-line financial requirements. What are the key steps in planning and delivering a fully-electric, highly-sustainable student residence, dining, and services building? Using the Harmony Commons at the University of Toronto-Scarborough (UTSC) as a case study, we'll share planning perspectives from administrative, financial, design, and construction standpoints. This session will raise awareness of available solutions for planning and building an all-electric building and provide a pathway for success through integrated planning.

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