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Blog Post

Published
September 2, 2025

How Strategic Is Your Strategic Plan?

Identify Its Shortcomings and Ask Key Questions

By: Sarah L Collie, PhD, Associate Vice President for Organizational Excellence, University of Virginia

Today, strategic planning in colleges and universities is more crucial than ever. Yet many strategic plans in higher education lack a clear strategy, instead resembling a long-range plan.

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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

Integrated Campus Master Planning for Unprecedented Capital Improvements

By: Michael Hoff, Vice Provost

Universities are complex organizations that must align many different types of plans to maximize success.
Abstract: Universities are complex organizations that must align many different types of plans to maximize success. Integrated planning is vital to the master planning process because it requires support of all university constituencies. This session will describe how integrated planning and the development and implementation process of the East Tennessee State University (ETSU) master plan enabled ETSU to receive external support of more than $400 million for new and renovated capital projects over the past decade. We'll share how to plan across units, gain constituency support, take steps for project proposals that gain state support through competitive approval processes, and ensure the master plan is the foundation for university growth.

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Conference Presentations

Published
July 23, 2024

Harnessing the Disruptive Power of Collaborative Intelligence

By: Linda Baer, Principal | Paul Leblanc, President | Donald Norris, Founder and President Emeritus | George Siemens, Chief Data Scientist

This session will illustrate how Artificial Intelligence (AI) and Human Intelligence (HI) combine to create Collaborative Intelligence (CI), which will transform and disrupt every process and practice it touches. Southern New Hampshire University (SNHU) is building on its track record of preparing students for the future by leveraging CI and a clean sheet design approach to create a revolutionary new instructional model.
Abstract: This session will illustrate how Artificial Intelligence (AI) and Human Intelligence (HI) combine to create Collaborative Intelligence (CI), which will transform and disrupt every process and practice it touches. Southern New Hampshire University (SNHU) is building on its track record of preparing students for the future by leveraging CI and a clean sheet design approach to create a revolutionary new instructional model. To harness the power of CI, institutions must reinvent their approach for crafting and executing strategy to create a sense of urgency for change, engage many participants, provide transformation tools, and change culture.

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Conference Presentations

Published
July 23, 2024

Measuring Campus Initiative Outcomes of Diversity and High-performance Teams

By: Beyazmin Jimenez, Director of Diversity, Equity, Inclusion and Culture | Ai Kurokawa, Principal | Tammy Trung Ngo, Energy Designer | Tim Singleton, Assistant Vice President of Capital Projects

The planning, designing, and building of campus initiatives requires broad and diverse perspectives.
Abstract: The planning, designing, and building of campus initiatives requires broad and diverse perspectives. This session will present the case for implementing sustainable ways of diversifying the owner, design, and construction industry through emergent data collection. We'll explore the link between diversity and high-performance of project development, process, and teams, and discuss the developing research and data related to owner satisfaction. Join us to find out how diverse and high-performance teams can add to the continuous improvement of processes and create sustainable changes towards a more diverse pipeline of multiple disciplines that impact the campus.

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Conference Presentations

Published
July 23, 2024

Leveraging Your Resources to Build a Comprehensive, Data-driven Strategic Plan

By: Gianna Darrow, Executive Director of Data Analytics and Strategic Planning | Jimmy Jung, Senior Vice Chancellor | Marsha Lowery, Vice Chancellor for Student Academic Success

Institutions can align their needs with innovation and insight by creating a strong integration of data and research processes for a data-driven, impactful strategic plan. We'll demonstrate how to build a data-driven strategic plan by applying research methodologies, leveraging public data, optimizing institutional data, and constructing a content analysis.
Abstract: Institutions can align their needs with innovation and insight by creating a strong integration of data and research processes for a data-driven, impactful strategic plan. We'll demonstrate how to build a data-driven strategic plan by applying research methodologies, leveraging public data, optimizing institutional data, and constructing a content analysis. You'll come away from this session with a blueprint to integrate into your own planning processes that will bolster your data skills and provide you with a mechanism to weave together planning with data-driven insights.

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