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Learning Resources

Your Higher Education Planning Library

Combine search terms, filters, institution names, and tags to find the vital resources to help you and your team tackle today’s challenges and plan for the future. Get started below, or learn how the library works.

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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
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
January 1, 2017

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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Planning for Higher Education Journal

Published
April 1, 2013

“Be Prepared” for Policy Windows

Cultivating Campus Change

How can universities overcome the institutional inertia that impedes successful innovation and change?

From Volume 41 Number 3 | March–May 2013

Abstract: While universities recognize the need for change, establishing an environment conducive to change requires time and movement through stages. In this article, I examine different tools and processes that can pave the way for innovation or change. These processes became evident in my research on the emergence of an interdisciplinary policy school jointly established on two campuses where previous models did not exist. The change came about because there was a confluence of forces that promoted it; these factors were strong enough to negate the barriers. There were key actions undertaken by the universities that promoted the change, including systematic program review, university-wide integrated planning, the appointment of an executive sponsor who had social and political capital, and the establishment of a “grassroots” working committee comprising faculty who were passionate about the initiative. However, there were equally important practices and policies that hindered the movement forward; these included institutional procedures that required multiple levels of approval in a lock-step process and the many facets of resistance to change. For universities contemplating a change agenda, the implementation of some of these processes and tools could potentially be beneficial in moving forward.

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Planning for Higher Education Journal

Published
April 1, 2013

“Empowerhouse”

A Multiyear, Inter-institutional Collaboration with Community Partners

Community members and partner organizations affirmed that the role of a higher education institution was indispensable in developing such an innovative approach.

From Volume 41 Number 3 | March–May 2013

Abstract: Over the course of two years, The New School, a New York City university established in 1919 by philosopher John Dewey and other prominent Progressive Era scholars, partnered with the Stevens Institute of Technology, a private research university in Hoboken, New Jersey, founded in 1870. The partnering universities entered—and were selected as one of 20 finalists of—a biannual, international competition among higher education institutions to design and build an energy-efficient house. Typically, the competition draws significant public attention because of its focus on showcasing innovative technologies to advance energy savings. (All 20 finalist houses—this time, including the New School–Stevens “Empowerhouse”—are displayed on the National Mall in Washington, DC.) As well, the competition spurs innovation among students and provides an extraordinary “real-world” educational experience. Five of us who worked on this project discuss the challenges and benefits of an inter-institutional approach that also centered on collaboration with multiple community partners including Habitat for Humanity of Washington, DC, several DC government agencies, and community-based organizations in the DC neighborhood of Deanwood, where the competition house would ultimately be relocated and reconstructed as a two-family Habitat for Humanity residence. The project involved more than 200 students over a multiyear period working on and employing their academic preparation in areas including community engagement, advocacy, mechanical engineering, civil engineering, environmental policy, sustainability management, fashion design, lighting design, organizational change management, urban policy, environmental studies, architecture, and product design.

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Planning for Higher Education Journal

Published
April 1, 2013

Conversations With Central Administration

Facilitating Communication and Partnerships in New Program Development

Central administration is not creating curriculum; rather, it is encouraging the faculty to understand limitations and embrace broad institutional visions.

From Volume 41 Number 3 | March–May 2013

Abstract: The role of central administration in program development varies from institution to institution. Applications of shared governance, differences in state regulations, and evolving institutional procedures result in dissimilar administrative structures. This article reports on the role of central administration in new program development, as discussed by 13 senior academic officers at 12 public universities in the Carnegie Research Universities/Very High classification. The themes of fostering institutional communication and partnerships emerged in the interviews. In addition, the perceptions of the assistant provosts, associate provosts, and vice provosts responsible for the process are included.

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Planning for Higher Education Journal

Published
July 1, 2010

Distance Education

A University's Pioneering Master of Social Work Program Partnership with the U.S. Army

Learn how a partnership between Florida State and the US Army planned for and implemented tailored MSW degrees.

From Volume 38 Number 4 | July–September 2010

Abstract: In February 2008, the U.S. Army and Fayetteville State University established a partnership that has changed the process of healthcare education for active duty social workers. Before this time, the army relied on public universities to be solely responsible for recruiting, evaluating, and educating active duty social workers to serve the needs of service members and their families. However, to meet an immediate need for more social workers to deal with the wounds caused by the War on Terror and to help it get the best possible return on its educational investment, the army decided to partner with a university to establish a distance education Master of Social Work program at the Army Medical Department Center and School at Fort Sam Houston, Texas. Fayetteville State University in Fayetteville, North Carolina was the university partner selected. This article outlines the background of the partnership and the issues other public universities should consider if they want to partner with the military or another federal agency. The article also highlights the benefits of such a partnership.

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Planning for Higher Education Journal

Published
July 1, 2008

Developing a Four-Year Baccalaureate Degree in Applied Psychology

Experiences in Degree Development at a Former Two-Year Postsecondary Institution

What does it take to plan for and move from a two-year to a four-year institution and implement a baccalaureate degree in applied psychology? Here’s how Kwantlen University College (BC) did it.

From Volume 36 Number 4 | July–September 2008

Abstract: What does it take to plan for and move from a two-year to a four-year institution and implement a baccalaureate degree in applied psychology? Here’s how Kwantlen University College (BC) did it.

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Planning for Higher Education Journal

Published
April 1, 2008

Constructing the Interdisciplinary Ivory Tower

The Planning of Interdisciplinary Spaces on University Campuses

An analysis of strategic and campus plans at 21 research institutions reveals lessons learned regarding planning and nurturing interdisciplinary space.

From Volume 36 Number 3 | April–June 2008

Abstract: The demand for interdisciplinary teaching and research suggests the need to understand how universities are undertaking and fostering interdisciplinarity. Through an examination of strategic and master plans at 21 research universities, this article explores how institutions plan and foster interdisciplinary engagement through the use of space on campus. The construction of such space acknowledges that the discrete functions of the university, frequently attributed to the disciplines and departments, are not generally conducive to interdisciplinary engagement. Physical space is a necessary component for successful interdisciplinary initiatives both functionally and symbolically.

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