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Published
November 26, 2018

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An Analytics Handbook

Moving From Evidence to Impact

Data is powerful but not if you don't know how to use it. This handbook is designed to help any higher ed leader unleash the power of data that is always available but seldom leveraged.
Abstract: Data is only as powerful as your understanding around it. Analytics makes possible new understandings of students and their needs, and creates an advanced ability to improve student success through use of new software being implemented on campuses around the world.

This handbook is designed to help any higher ed leader unleash the power of data that is always available but seldom leveraged. It helps to answer the questions, (1) How does a campus strategically develop a plan for use of analytics in better supporting their students? (2) Once a culture is in place, how do leaders effectively move new evidence into action? This primer walks readers through each step of the analytics adoption.

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Conference Presentations

Published
October 28, 2018

2018 Southern Regional Conference | October 2018

Align Processes and Foster Collaboration to Streamline Planning Engagement

The newly consolidated Augusta University implemented an annual planning and resource alignment process to streamline procedures and integrate strategic efforts across the institution.
Abstract: The newly consolidated Augusta University implemented an annual planning and resource alignment process to streamline procedures and integrate strategic efforts across the institution. This process fosters transparency in each unit's accomplishments, challenges, and priorities by holding annual open hearings that culminate with executive-level feedback on units’ annual plans and prioritization for fiduciary support. You will gain ideas for implementing such a process at your institution by exploring timing considerations, content of hearings, planning templates, and follow-up reporting and monitoring.

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Planning for Higher Education Journal

Published
July 1, 2018

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Modifying the Strategic Planning Engine

A Case Study

Using the Strategic Planning Engine model resulted in a more objective, replicable, scalable, flexible, and transparent planning process with useful and relevant results.

From Volume 46 Number 4 | July–September 2018

Abstract: Academic strategic planning can be difficult given the bevy of stakeholders and often multiple sets of accreditation criteria. Recognizing the limits of the traditional SWOT model, our program chose to use the Strategic Planning Engine model. The model itself is quite laborious, and to increase its usability, we simplified the environmental assessments. Our results proved to be useful and relevant, and we developed a series of feasible objectives. In this article, we describe and evaluate our experience. In comparison to SWOT, we found this process to be more objective and replicable, scalable and responsive to multiple criteria, flexible to accommodate changing strategic plans or criteria, and transparent. With that being said, we caution about the level of labor required and organization and communication needed. Finally, we recommend implementing a leadership team, a communication plan, and a plan on how to respond to uncontrollable circumstances and developing a level of comfort with limited resource allocation.

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Planning for Higher Education Journal

Published
January 1, 2018

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Nurturing Your Capital Project

The Path from Concept to Ribbon Cutting

By following the progression of steps needed to complete a typical capital improvement project detailed here, even the most complex project can be accomplished effectively and efficiently.

From Volume 46 Number 2 | January–March 2018

Abstract: In this second of a two-part series, the author details the progression of steps needed to complete a typical capital improvement project. There are a lot of moving parts, and the article carefully explains how each must mesh to achieve a satisfactory conclusion. Educators and administrators alike will benefit from this overview of procedures that many may not be familiar with. With this guidance, even the most complex project can be accomplished effectively and efficiently.

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Planning for Higher Education Journal

Published
October 1, 2017

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Connecting the Dots

Accountability, Assessment, Analytics, and Accreditation

Calls for accountability, outcomes assessment, evidence of institutional performance, and student success must be answered by integrated planning and decision making across higher education.

From Volume 46 Number 1 | October–December 2017

Abstract: Challenging times continue for higher education: calls for more accountability, assessment of outcomes, evidence of institutional performance, relevance for life and careers, and student success. Integrated strategic planning and decision making in this ever-changing environment is critical for campus leadership. To maximize accountability, assessment, analytics, and accreditation, it is imperative for campus leaders to develop an integrated approach that begins with standard metrics, aligns with performance-based goals, and connects with accreditation requirements. Analytics, learning analytics, and learning management systems provide the crucial link to learning standards that support the reporting, monitoring, and improvement of student learning.

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Planning for Higher Education Journal

Published
July 1, 2017

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Instituting a New Degree Program

A Case Study of University Planning

Change in higher education rests on the skills of administrators and their knowledge of the strengths and weaknesses of various planning approaches described in this case study.

From Volume 45 Number 4 | July–September 2017

Abstract: The past two decades have seen great social change and both massive consolidation and expansion of institutions of higher education, clearly presenting circumstances warranting the use of formal approaches to planning. Varying planning theories, past failures and successes, and differing circumstances have generated several partially contrasting planning models to guide organizational change. Therefore, institutions of higher education have a variety of such approaches from which to choose. This article presents a case study illustrating the use of several approaches to planning that is distinctive because it relies heavily upon experience-based planning, examples of which are unfortunately lacking in the literature base.

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Planning for Higher Education Journal

Published
July 1, 2017

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Balanced Scorecard Implementation in a School of Nursing

A Case Study Analysis

Implementing the balanced scorecard measurably improved the overall effectiveness of planning activities and increased individual involvement in and understanding of the strategic planning process.

From Volume 45 Number 4 | July–September 2017

Abstract: This article describes execution of the balanced scorecard (BSC) strategic framework in a School of Nursing (SoN). The SoN strategy map was the outcome of the development phase. The two-year implementation phase incorporated balanced scorecards that linked outcome measures to the priority strategies. Thirty-two percent of the defined outcome measures were met. Factors in adopting the BSC framework included development of a strategic plan that supports the college mission and vision, improved communication within the SoN, a united effort to institute strategies to sustain the SoN’s future, and establishment of performance indicators to measure success in achieving those strategies.

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Planning for Higher Education Journal

Published
April 1, 2017

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Juggling Chainsaws

Managing the Tensions between Strategic Planning and Decentralized Budgeting

The numerous benefits of these processes can be realized only when the institution recognizes and plans for the different, sometimes conflicting perspectives they bring to high-stakes discussions.

From Volume 45 Number 3 | April–June 2017

Abstract: The advantages of thoughtful, well-structured strategic planning and decentralized budgeting are numerous. But they bring different and sometimes conflicting perspectives to high-stakes discussions within the institution. By recognizing and preparing for these tensions, the odds increase that their potential benefits will not be eroded or eclipsed by distractions or destructive forces and they can work in harmony to help an institution accomplish its goals in an increasingly challenging environment. The author considers specific tensions and conflicts and draws on the experience of a flagship public university to suggest ways to manage these tensions and reap the benefits of both approaches.

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Planning for Higher Education Journal

Published
April 1, 2017

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Redesigning a Budget Model with a Grassroots Approach

While redesigning a campus budget model could happen relatively quickly from a technical standpoint, time spent in extensive engagement, collaboration, and conversation is key to successful implementation.

From Volume 45 Number 3 | April–June 2017

Abstract: A budget model shapes the way a campus operates in a fundamental way. Redesigning a campus budget model could actually happen relatively quickly from a technical standpoint. However, extensive engagement, collaboration, and conversation are key to a successful implementation. In this article, the authors chart the budget model redesign process at UC Riverside, which followed a uniquely grassroots approach. Changing the budget model at UC Riverside was about changing mind-sets, incentives, and behaviors—not just about the numbers. UC Riverside’s phased approach to its redesign process may be instructive to other higher education institutions considering undertaking such a major change initiative.

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