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Your Higher Education Planning Library

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Example Plans

Published
September 14, 2020

Supporting Document

Public Doctoral/Research University (California, United States)

This layperson-friendly document lists the institution’s publicly accessible dashboards, what data each provides, and sample questions that each can help answer.

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Conference Presentations

Published
July 14, 2019

2019 Annual Conference | July 2019

Student Success

What's Space Got To Do With It?

We'll focus on tools and solutions that your institution can incorporate into its facilities planning process to ensure your learning spaces contribute to student success.
Abstract: There is increased demand to provide facilities that encourage student success. But how do you know if a space "works"? We will focus on how you can link your facilities planning to measurable student success. After reviewing broader national trends, we'll discuss metrics for student success and how space contributes to student success. Finally, we'll focus on tools and solutions that your institution can incorporate into its facilities planning process to ensure your learning spaces contribute to student success.

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Conference Presentations

Published
July 14, 2019

2019 Annual Conference | July 2019

Higher Ed’s Missing Link

Turning Your Big Data Into Institutional Change

We'll share our metrics-based planning framework—that's producing remarkable outcomes—and explain how you can apply this concept at your institution.
Abstract: Literature points out that big data and analytics (BDA) still fails to positively influence institutional planning—even though it's promoted as a novel approach to improving efficiency and effectiveness. What limits the usefulness of BDA? Researchers point to a lack of conceptual models that translate information into meaningful signals. Nonsense! We're using a metrics-based planning framework that's producing remarkable outcomes. We'll share our framework and how you can apply this concept at your institution.

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Planning for Higher Education Journal

Published
July 1, 2019

KPIs Drive Strategic Planning and Execution

And Feedback Steers the Institution in the Right Direction

Quantitative tools are essential for developing a framework, but properly identifying stakeholders and keeping them involved is what connects planning to execution.

From Volume 47 Number 4 | July–September 2019

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Conference Presentations

Published
March 27, 2019

2019 Pacific Regional Conference | March 2019

Using Data to Drive Peer Group Selection

You will learn an approach for developing a data-informed peer group and how benchmarking with a peer group can inform your institution's governing board and be linked to mission.
Abstract: Institutional data trends over time is important to show progress or areas of concern. It can be equally important to compare oneself to like institutions. Have you ever thought about how a peer group gets determined? If you have a peer group, have you ever wanted to evaluate the group using data? You will learn an approach for developing a data-informed peer group and how benchmarking with a peer group can inform your institution's governing board and be linked to mission.

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Planning for Higher Education Journal

Published
July 1, 2017

Featured Image

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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Integrating Board, System, and University Planning and Performance During a Period of Rapidly Declining State Funding Commitment

Even in the most difficult financial times, integrating planning and budgeting throughout the organization creates opportunities for success.

From Volume 45 Number 3 | April–June 2017

Abstract: In 2009 the Arizona University System (supporting over 130,000 enrollments) through its Board of Regents directed its board president and the presidents of Arizona State University, University of Arizona, and Northern Arizona University to create an operational plan that reflected the board’s vision, goals, and strategic directions. A primary objective was to transform the system (or enterprise) vision into concrete goals and outcomes that would directly connect to financial decision making at the system and university level. The backdrop for higher education planning and budgeting expectations included the continuation of severe reductions in state funding, rapidly increasing student tuition and fees, and a call for greater accountability. The planning processes were characterized by the integration of board and presidential discussions, inclusion of constituent debate, identification of strategic choices, and approval of outcomes focused on measuring performance. The integration ran across and within three organizations or levels that included the Arizona Board of Regents, its system administration, and the three universities.

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Planning for Higher Education Journal

Published
January 1, 2017

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The Creation of an Integrated Services Division to Advance University Strategic Initiatives

Combining the typically siloed services required to support the strategic work of universities into one department results in more effective integrated planning and institutional advancement.

From Volume 45 Number 2 | January–March 2017

Abstract: The services required to support the strategic work of universities often exist in silos, and this disconnection can impede the advancement of new initiatives. To prepare for a complex new program, a number of analytical processes need to occur—background research, environmental scans, and benchmarking. To develop the initiative, strong facilitation and project management skills are also required. To ensure the initiative’s success, careful space planning and financial planning must exist along with the development of evaluative measures to monitor progress. This article describes how one university combined these services into a single department to more effectively support the strategic work of schools, divisions, and campus-wide programs.

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