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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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Planning for Higher Education Journal

Published
July 10, 2024

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Democratizing Data to Close Equity Gaps

Engage Teams to Dismantle Systemic Barriers That Impede Student Success

By: Neva Lozada, EdD, Carlos Rodriguez, EdD, Michael Salvatore, PhD, and Joseph Youngblood, II, JD, PhD

Kean University strategically reframed and visualized student data, merged planning processes, and harnessed analytics to dismantle impediments to bridging equity gaps in higher education.

From Volume 52 Number 3 | April–June 2024

Abstract: Through the inception of the Division of Strategic Analytics and Data Illumination (SADI), Kean University has cultivated a capacity for data literacy and analytics, empowering its community to employ data for evidence-based decision-making to overcome barriers to student success.
Employing optimal practices in integrated planning, SADI unified disparate offices into one cohesive data team to strategically reframe and visualize student data, identifying specific needs for continual improvement. This article underscores SADI’s initiatives in democratizing data, merging planning processes, and harnessing analytics to dismantle impediments to student success, particularly in bridging equity gaps in higher education.

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Planning for Higher Education Journal

Published
December 15, 2023

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Survival of the Financially Fittest

Leverage Strategic Decision-Making and Key Financial Metrics to Achieve Financial Stability

By: Aaron Meis, EdD, and Julee Gard, EdD

Leaders must look closely at financial trends that may reveal signs of trouble—in the short or immediate term—and have the courage to act to address them.

From Volume 52 Number 1 | October–December 2023

Abstract: This article explores a methodology for assessing and managing the financial viability of private, tuition-dependent institutions as well as institutional tactics and strategies used to improve their financial strength. The resulting model will help institutions understand the trends and predictive value of key financial metrics directly impacting their liquidity and operations and how senior leadership can drive change. Institutional examples illustrate how to engage senior leadership in strategic decision-making that includes assessment of revenue growth and/or expense management.

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Blog Post

Published
August 9, 2023

6 Integrated Planning Strategies and Tips We Learned at SCUP 2023

By: SCUP

Every year at SCUP’s annual conference, over 1,000 of higher education’s leaders and innovators gather to share how they are advancing integrated planning at their college or university. Out of the wealth of tools, strategies, and tips shared at SCUP 2023, which took place earlier this month in Cleveland, here are six that stood out.

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Example Plans

Published
August 8, 2023

Strategic Plan, Strategic Planning Website

Public Doctoral/Research University (Colorado, United States)

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Example Plans

Published
June 30, 2023

Strategic Plan, Strategic Planning Website

Multiple Locations

Strategic plan for the university system developed by the state’s board of higher education.

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Webinar Recordings

Published
February 1, 2023

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Facilities Planning for Community Colleges

Practicing Equity for Educational Inclusion & Belonging

By: Amara H. Pérez, PhD | Brodie Bain, NAC|Architecture | Saumya Kini, Walker Macy | Rebecca Ocken, Portland Community College

The planning team for Portland Community College will discuss lessons learned while practicing equity to create an inclusive Facilities Plan for Oregon’s largest higher education institution on thresholds of global, local, and institutional shifts.
Abstract: The planning team for Portland Community College will discuss lessons learned while practicing equity to create an inclusive Facilities Plan for Oregon’s largest higher education institution on thresholds of global, local, and institutional shifts. Portland Community College, a multi-campus institution constantly navigating academic, workforce, and social change, offers critical and timely lessons for effective and inclusive integrated planning. Attendees will be encouraged to consider relationships between educational equity, campus planning, and institution-wide shifts. They will feel empowered to balance uncertainty, flexibility, and specificity in planning equitable futures.

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