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Example Plans

Published
May 23, 2023

Bridge Plan

Public Master’s College or University (Michigan, United States)

In the face of executive leadership changes, this university was able to develop this interim strategic plan, or “bridge plan,” with broad campus engagement in less than half a year.

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Planning for Higher Education Journal

Published
May 23, 2023

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Quickly Building a Bridge

Use an Institutional Effectiveness Planning Model to Drive Strategic Planning

Executive leadership changes at Northern Michigan University led the interim president, interim provost, and Board of Trustees to call for a bridge plan to clearly articulate strategic work happening throughout campus. This article describes how the university was able to develop an interim strategic plan with broad campus engagement in less than half a year.

From Volume 51 Number 3 | April–June 2023

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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

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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Planning for Higher Education Journal

Published
April 6, 2022

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Teetering on the Demographic Cliff, Part 3

Different Conditions Require a Different Kind of Planning

Higher education has faced major changes for some time—COVID-19 accelerated that volatility—and now we’re anticipating the demographic downslope in student enrollment. How and when should institutions mobilize for the difficult work of planning in the face of wrenching change?

From Volume 50 Number 2 | January–March 2022

Abstract: Part 1 of this series described a major contraction in the pool of college-going 18-year-olds that will reverse decades of growth and stability for higher education. Part 2 explored how we can shape a planning context that supports success in the coming 10 or 20 years. Part 3 suggests how our approach to planning must shift to prepare for abrupt change.

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Blog Post

Published
March 17, 2022

Who Are Our Planners—and What Do They Read?

October 2021 marked Planning for Higher Education’s 50th issue! To celebrate, we’re looking back at earlier articles in Planning to reflect on how things change (and, sometimes, how they don’t). Planning is an essential resource for all higher education administrators, planning analysts, and theorists from many disciplines. In this post, the author describes each group of planners and identifies the types of information each group can glean from the journal articles.

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Conference Recordings

Published
July 16, 2021

Actionable Data

Creating Unit-level Dashboards to Drive Institutional Performance

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 Presentations

Published
October 6, 2019

2019 Southern Regional Conference | October 2019

Building a Culture of High Performance, Accountability, and Continuous Improvement from a University System and Institutional Perspective

The President of two University System of Georgia (USG) universities during the process and initial implementation of Comprehensive Administrative Review (CAR) will provide an institutional perspective and insight into building a culture of high performance with a focus on evidence-based leadership, accountability, and continuous improvement.
Abstract: In April of 2017 the University System of Georgia (USG) launched a system wide initiative, known as the Comprehensive Administrative Review (CAR). The charge was to identify and implement administrative service improvement, efficiencies, and administrative cost savings that can be redirected to student success efforts and core academic programs. As Chair of the CAR Steering Committee, Dr. Marrero will outline the objectives of the CAR, the process, implementation and reporting structures, and the results to date. Furthermore, as a President of two USG comprehensive universities during the process of and initial implementation of CAR (University of West Georgia and Georgia Southern University), Dr. Marrero will provide an institutional perspective and insight into building a culture of high performance with a focus on evidence-based leadership, accountability, and continuous improvement. The session will highlight why investing in and engaging your people is critical in building a culture of continuous improvement.

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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
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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