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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
April 1, 2017

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College Affordability and Institutional Pricing Policies

Institutions would do well to make their complex pricing policies more clear to students and families to help them understand how a higher education is more affordable than most people believe.

From Volume 45 Number 3 | April–June 2017

Abstract: The complexity of college pricing policies makes it difficult for students and families to understand how much they will have to pay and which colleges will fit their budgets. Colleges and universities should be able to explain their pricing and aid policies and why they have chosen them. Both financial aid and the high returns on a postsecondary education make college more affordable than most people believe. Colleges should take responsibility for clarifying this confusing issue.

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Planning for Higher Education Journal

Published
April 1, 2017

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So, You Need a New Chart of Accounts

Designing a new chart of accounts provides an opportunity to review and improve current practice and positively affect institutional financial data use and reporting.

From Volume 45 Number 3 | April–June 2017

Abstract: This article provides an overview of the process for the design of a new institutional chart of accounts. It includes some background as to the nature and purpose of a chart of accounts and also speaks to the details of the design process. Implications for data security and usability through design are highlighted, and practical tips on the process to ensure inclusion are featured.

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Planning for Higher Education Journal

Published
January 1, 2017

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Innovation in Action

iPASS, Student Success, and Transformative Institutional Change

Integrated Planning and Advising for Student Success (iPASS) is an emerging, innovative practice with the potential to create transformative institutional change.

From Volume 45 Number 2 | January–March 2017

Abstract: This article introduces an emerging, innovative practice in higher education: Integrated Planning and Advising for Student Success (iPASS). A research-based iPASS implementation framework is examined through a case study of Guttman Community College (CUNY), which is one year into its iPASS work. This case study, which shares practices and initial findings that include high levels of student, faculty, and staff engagement, is relevant to practitioners and academic leaders considering the use of, or in the early stages of, an iPASS approach, as well as those interested in effectively integrating technology that leads to improved student success and transformative institutional change.

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Planning for Higher Education Journal

Published
January 1, 2017

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The Why, What, When, Where, and How of Student Service Innovation

As the challenges students face become increasingly complex and interwoven, student service providers must innovate to meet student and institutional needs and differentiate themselves from competitors.

From Volume 45 Number 2 | January–March 2017

Abstract: As the challenges that students face become increasingly complex and interwoven, student service providers must innovate in order to continue to connect users to their offerings. Moreover, those services must be planned for holistically with an aligned understanding of why, what, where, when, and how they will be delivered. This article draws on brightspot strategy’s work with more than 50 leading universities as an experience design and strategy consultancy as well as best practices from the field to share some of the approaches, tools, and lessons learned in designing services to meet the needs of today’s students.

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Planning for Higher Education Journal

Published
October 1, 2015

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Disruptive Transition to an Integrated Organizational Planning and Resource Allocation Model

This is the story of how Glendale Community College in Arizona took intentional steps to integrate its strategic and operational plans with resources and assessment to develop a holistic approach to planning and implementation.

From Volume 44 Number 1 | October–December 2015

Abstract: The Glendale Community College integrated strategic planning model represents a significant paradigm shift at the institution. Rather than focus exclusively on the production of a strategic plan, the college now seeks to vertically integrate planning at the departmental, divisional, and college levels and horizontally integrate planning with resource allocation and assessment across the organization. This disruptive innovation allows the college to remain true to its mission and ensures the allocation of resources to strategic priorities linked to student success.

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Planning for Higher Education Journal

Published
December 1, 2004

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An Integrative Model for College and University Programs

A new method for program planning is proposed, based on identifying and benchmarking “student-winners” and “student-qualifiers,” that may find its most appropriate use in vertically-integrated planning within an academic unit such as a business school.

From Volume 33 Number 2 | December–February 2004

Abstract: A strategic planning model for colleges and universities is presented which integrates competitive benchmarking and an adaptation of Hill’s manufacturing strategy model. Hill’s model is altered to focus on student-winners and is used to design programs of study and supporting services. Benchmarking is used as a key component of the planning process. This model is based on integrating program strategy with recruiting strategy to satisfy the needs of stakeholders including students, faculty and industry recruiters. A planning context is developed and a modeling example is presented. This paper responds to the need for improvements in traditional strategic planning in higher education to develop a more holistic and integrative approach.

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Planning for Higher Education Journal

Published
December 1, 2003

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Indiana’s Twenty-First Century Scholars Program

Indiana’s Twenty-First Century Scholars program effectively meets the needs of high-risk and low-income students by understanding the student’s mind-set, providing mentoring relationships, being flexible with credit load minimums, and utilizing alumni for student recruitment.

From Volume 32 Number 2 | December–February 2003

Abstract: This case study analyzes the impact of Indiana’s Twenty-First Century Scholars college tuition discount program on the academic self-efficacy of high-risk, low-income students. The program is designed to increase the number of high-risk individuals attending college. The self-efficacy “training” of the program helps instill and reinforce the idea that success or failure coincides with internal effort and not external factors. Surveys were completed by 55 program participants and 42 institutional representatives at different colleges in Indiana. The program increased students’ understanding of the feasibility of attaining a college degree, heightened students’ academic confidence, and improved their overall self-esteem. The article concludes with a discussion of the implications of this program for academic planners developing programs to help high-risk students succeed in college.

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