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Your Higher Education Planning Library

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  • Tags: Institutional EffectivenessxInstitutional EffectivenessxDashboardsxProject ManagementxUnit Planningx

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Planning for Higher Education Journal

Published
April 26, 2022

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The Future of Planning is . . .

. . . Aligned, Integrated, and Collaborative Institutional Effectiveness

By: Michael Ben-Avie, PhD; Kimberly K. Daugherty, PharmD; Lina Di Genova, PhD; Justin P. Hoshaw, MS; Erin M. Isaacson, MA; Nicholas R. Santilli, PhD; Megan Schramm-Possinger, PhD; and Robert Wilkinson, DEd

IE professionals are both translators and integrators—and universities need these people who know how to interpret the data. Within the context of an IIE office, they assist in developing data-informed strategic plans, financial forecasts, enrollment plans, and other assessments of institutional efficacy.

From Volume 50 Number 3 | April–June 2022

Abstract: The institutions that will thrive in the future will be those that use high-quality, relevant mission-driven data as part of their strategic, integrated planning process. Because of this it is imperative to create integrated institutional effectiveness (IIE) offices that serve as the connective tissue among all units within a college or university. The data and expertise of institutional effectiveness can be leveraged to benefit the institution as a whole. In this article, we discuss the value of creating an IIE office and challenges associated with a centralized infrastructure.

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Conference Recordings

Published
July 16, 2021

2021 Annual Conference | July 2021

Actionable Data

Creating Unit-level Dashboards to Drive Institutional Performance

By: Nasrin Fatima, Binghamton University

This session will share how Binghamton University has established an integrated data collection and tracking process and the ways in which the pandemic has affected this process and shifted institutional priorities.
Abstract: Although many institutions have clear processes for collecting data at the institutional level, we often overlook unit-level data collection aligned with institutional metrics, resulting in hindered outcomes. In order to achieve institutional outcomes, we must collect actionable data on key performance indicators at different unit levels. This session will share how Binghamton University has established an integrated data collection and tracking process and the ways in which the pandemic has affected this process and shifted institutional priorities. Come learn from examples of departmental-, divisional-, and institutional-level dashboards and find out how to use them to inform planning and improve performance.

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Conference Recordings

Published
July 16, 2021

2021 Annual Conference | July 2021

Developing Shared Metrics to Guide Multi-level Institutional Planning

By: Megan Blackwelder, Northwestern University | Shoshannah Cohen, Northwestern University | Amit Prachand, Northwestern University

This session will focus on the development and use of consistent metrics through the program review process and other key university processes to support integrated planning at the department, school, and university levels.
Abstract: This session will focus on the development and use of consistent metrics through the program review process and other key university processes to support integrated planning at the department, school, and university levels. Using coordinated data at multiple levels of an institution can better inform both strategic planning and budget decisions. We'll share successful examples from Northwestern University that you can apply at your institution, including school-level dashboards that inform the annual strategic planning process as well as department-level planning.

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Conference Recordings

Published
July 16, 2021

2021 Annual Conference | July 2021

A University’s Successful Campus Relocation Using Integrated Planning

By: Sara Mathov, University of Western States | Rosalia Messina, University of Western States

This session will discuss how the University of Western States used integrated planning and data-informed decision making to design, build, and relocate to a new campus over a two-year period.
Abstract: In this age of rapid change, many institutions must consider reevaluating their campus facilities in major ways. This session will discuss how the University of Western States used integrated planning and data-informed decision making to design, build, and relocate to a new campus over a two-year period. Join us to discover how you can use data collection and analysis strategies combined with constituent engagement to effectively facilitate planning and implementation of adaptable student-centered learning spaces.

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Conference Recordings

Published
July 15, 2021

2021 Annual Conference | July 2021

Integrating Planning at the Organizational, Unit, and Individual Level

By: Mecca Salahuddin, Alamo Colleges

This session will demonstrate how our Integrated Performance Excellence Framework (IPEF) guides planning at multiple levels of the institution, all of which are tied to our strategic policy, plan, and processes.
Abstract: The ability to integrate planning at multiple levels—organizational, unit, and individual—strengthens our ability to formulate and implement strategies. This session will demonstrate how our Integrated Performance Excellence Framework (IPEF) guides planning at multiple levels of the institution, all of which are tied to our strategic policy, plan, and processes. You will be able to identify potential gaps and solutions within your institution's planning activities to create better alignment with your strategic plan and integrate the work at multiple levels of the organization.

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Conference Recordings

Published
July 12, 2021

2021 Annual Conference | July 2021

Strategic Resource Allocation

More Important Than Ever Before

By: Larry Goldstein, Retired, Campus Strategies, LLC

This session will focus on a proven process for fairly and holistically evaluating all current academic programs and support functions to assess their value and contribution to institutional success.
Abstract: Many institutions will not change their mission because of the pandemic, but they will need to change their approach to fulfilling that mission. This session will focus on a proven process for fairly and holistically evaluating all current academic programs and support functions to assess their value and contribution to institutional success. Reallocating resources is difficult in the best of times and performing this function under financial distress is exponentially tougher. Come learn how you can apply our collaborative approach at your institution to make this process more manageable and achieve better outcomes.

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Tool

Published
April 20, 2021

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Reviewing and Updating Your Mission Statement

By: Nicholas R. Santilli, PhD, SCUP | Sadie Wutka, SCUP

This toolkit will walk you through the steps of evaluating your current mission statement, facilitating the key conversations and decisions that underpin an effective mission statement, and writing a mission statement that serves your institution.
Abstract: An effective mission statement can act as an institution’s North Star—providing a distinct, constant direction that a college or university can travel towards. But frequently, college and university mission statements are too broad, too vague, or too outdated to help institutions navigate today’s challenges and opportunities.

This toolkit will help you craft a mission statement that is both inspirational and useful. It will walk you through the steps of evaluating your current mission statement, facilitating the key conversations and decisions that underpin an effective mission statement, and writing a mission statement that serves your institution.

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Example Plans

Published
January 22, 2021

Academic Plan, Information Technology Plan, Master Plan, Strategic Enrollment Management Plan, Strategic Plan

Public Associate’s College (California, United States)

The institution displays their list of institutional plans in a clickable infographic that shows them in the context of the long-range planning cycle and the annual cycle.

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Conference Recordings

Published
July 20, 2020

2020 Annual Conference | July 2020

Improve Implementation and Innovation With Project Management

By: Karen Greenwalt, Director of Operations for Chief Financial Officer, University of Illinois System Offices | AJ Lavender, Assistant Director, Portfolio and Project Management, University of Illinois System Offices

We will share how University of Illinois has introduced project management tools and processes to help stakeholders implement plans and use resources more effectively.
Abstract: Often people leading the implementation of new initiatives or response plans have enthusiasm and dedication, but lack specific skills, tools, and methods necessary for success. We will share how University of Illinois has introduced project management tools and processes to help stakeholders implement plans and use resources more effectively. You'll learn how providing a defined path from idea to implementation ensures initiatives are evaluated and prioritized, resources are deployed effectively, and projects are supported correctly.

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