Learning Resources

Abstract: Succeeding at integrated planning at colleges and universities is a challenge. Many planning models do not work in higher education because they are not designed for higher education. Planning processes designed for corporations or non-profits do not account for the complex environment of higher education nor its unique challenges.

Many institutions struggle to leverage planning into lasting change because they create plans in a vacuum. They do not grasp the institution’s strategic issues or create a sound value proposition. They are not prepared for good planning.

To provide guidance on where to prioritize efforts, SCUP partnered with the Baker Strategy Group in 2015 to conduct a study with more than 2,200 leaders who plan at colleges and universities, and ran quantitative analysis on their responses. Several themes emerged around planning challenges and how to respond, which are explored in this report.

Abstract: Many institutions of higher education develop assessment systems to demonstrate evidence of value added and to meet accreditation requirements. The sustainability of such assessment systems is usually defendant on creating a culture of assessment, which entails establishing shared values and principles and implementing practices designed to meet organizational goals. A survey of 119 assessment professionals revealed both the challenges and facilitating factors in creating and sustaining a culture of assessment. This article presents the survey results organized by an institution’s stage of development in establishing a culture of assessment: beginning, progress, or maturation. The article also provides specific examples to help institutions move along the continuum or improve their current practices and concludes with a discussion of policy implications

Abstract: The Balanced Scorecard is a planning model used extensively in business to provide direction and accountability to an organization. Despite the demonstrated success of the model, it has not been widely used in higher education. This article compares and contrasts the use of the Balanced Scorecard by two small, private colleges. The article includes examples of how the model was implemented, how it is used for cyclical improvement, and how it can be used to improve communication concerning institutional planning.

Abstract: This book provides insight on the higher education assessment process with an emphasis on planning and metrics. Using their extensive experience on the University of Delaware campus, the authors give numerous examples of the integrated nature of planning. Intended for anyone on campus who is involved with the planning or accrediting process.

Abstract: This article uses the results of a national study to propose several multidimensional planning models for institutional planners and researchers. It focuses on developing, supporting, and using a number of dimensions within six domains that the research study identified as important factors for inclusion in planning models. The domains are external influences on student assessment, institutional context (type, control, and size), institutional approach to student assessment, institution-wide support for student assessment, assessment management policies and practices, and uses and impacts of student assessment.

Abstract: A review of “Assessing Educational Outcomes,” by Peter T. Ewell, (ed.), New Directions for Institutional Research Issue Number 47, San Francisco: Jossey-Bass, Inc., 1985.