Learning Resources

Blog Post

Published
April 1, 2024

Navigating Student Success

‘Navigators’ Are Critical in Indiana University of Pennsylvania’s Institution-Wide Initiative

By: Apryl Motley, CAE

To gain additional insight into how integrated planning to support student success can be a game changer, we turned to Paula Stossel, strategic advisor to the president for student success, and Amber Racchini, vice provost for student academic success, at Indiana University of Pennsylvania. They graciously accepted our invitation to address questions about their cross-functional effort to ensure a student-centered approach to delivery of support services at IUP.

Institutions Mentioned: Indiana University of Pennsylvania-Main Campus
Planning Types: Academic Planning, Student Affairs Planning
Tags: Alignment, Engaging Stakeholders, Organizational Change, Student Engagement, Student Experience, Student Retention, Student Services, Student Success, Student Support Services

Member Price:
Free

Non-Member Price:
Free

Example Plans

Published
August 8, 2023

Strategic Plan, Strategic Planning Website

Public Doctoral/Research University (Colorado, United States)

Member Price:
Free | Login

Member-only Resource

Join now to have access

Example Plans

Published
June 30, 2023

Strategic Plan, Strategic Planning Website

Multiple Locations

Strategic plan for the university system developed by the state’s board of higher education.

Planning Types: Strategic Planning, Academic Planning
Resource Types: Strategic Plan, Strategic Planning Website
Tags: Attracting and Retaining Underrepresented Students, Diversity Equity and Inclusion (DEI), Faculty Productivity, Goals, Governance, Measuring the Plan, Metrics, Racial Equity, Strategies and Tactics, Student Success, Workforce Development

Member Price:
Free | Login

Member-only Resource

Join now to have access

Transforming Data into Meaningful Information

Put Methodologies in Action with Data-Driven Integrated Planning

By: Douglas Masterson, PhD, Christopher M. Davis, PhD, and Suzanne Carbonaro, MEd

Leaders in two different accreditation regions share best practices and lessons learned from their integrated planning evolution and its impact on operational efficiency and student learning.

From Volume 51 Number 2 | January–March 2023

Abstract: Institutional success depends on long-term sustainability, connecting investments with outcomes, and creating a culture that is data-informed. As the role of institutional effectiveness expands across higher education, designing a comprehensive integrated planning process is critical. Integrated planning requires a unified approach to utilizing academic and administrative data for continuous improvement. However, this can be an overwhelming process for institutions, with many unsure of where to start. Learn from leaders in two different accreditation regions as they share best practices and lessons learned associated with their integrated planning evolution and its impact on operational efficiency and student learning.

Institutions Mentioned: University of Southern Mississippi, University of Maryland-Global Campus
Planning Types: Academic Planning, Institutional Effectiveness Planning, Resource Planning
Tags: Academic Program Review, Alignment, Assessment / Analytics, Budget Planning, Dashboards, Data, Faculty Productivity, Metrics, Planning Processes, Planning Technology, Resource Allocation, Student Learning Outcomes, Student Success, SWOT Analysis

Member Price:
Free | Login

Member-only Resource

Join now to have access

Example Plans

Published
May 31, 2022

Strategic Plan

Public (British Columbia, Canada)

A high-level document enumerating the institution’s five strategic goals and strategies for achieving each goal.

Abstract: A high-level document enumerating the institution’s five strategic goals and strategies for achieving each goal. The goals are framed as increasing and enhancing each of the following qualities:

Student Success
Intercultural Understanding
Research Capacity
Entrepreneurial Capacity
Sustainability

Planning Types: Strategic Planning
Resource Types: Strategic Plan
Tags: Academic Planning, Alignment, Climate Change, Diversity Equity and Inclusion (DEI), Entrepreneurship, Goals, Mission / Vision / Identity, Racial Equity, Strategies and Tactics, Student Success, Sustainability (Environmental)

Member Price:
Free | Login

Member-only Resource

Join now to have access

The Indispensable Planner

By: Donald M. Norris, PhD, Strategic Initiatives, Inc. | Joseph (Tim) Gilmour, PhD, Strategic Initiatives, Inc. | Linda B. Baer, PhD, Strategic Initiatives, Inc. | Michael D. Moss, Society for College and University Planning

Learn more about how planners can play a new, indispensable role—transformation architect—in helping their institutions transform to meet current challenges. The authors of the new book, Transforming for Turbulent Times: An Action Agenda for Higher Education Leaders, describe this transformative role, why planners are obvious candidates for the role, and the new mindset, behaviors, knowledge, and skills they will need to fulfill it.

Planning Types: Strategic Planning, Academic Planning, Institutional Effectiveness Planning
Tags: Alignment, Change Management, Disruptive Change, Higher Ed Trends, Organizational Change

Member Price:
Free | Login

Member-only Resource

Join now to have access

Example Plans

Published
February 2, 2022

Example Plan

Private Baccalaureate College (Wisconsin, United States)

This short-duration strategic framework describes goals and very specific action steps to guide the institution through the current, globally tumultuous era.

Planning Types: Strategic Planning
Tags: Attracting and Retaining Underrepresented Students, Diversity Equity and Inclusion (DEI), Enrollment Management, Goals, Racial Equity, Strategies and Tactics, Student Recruitment

Member Price:
Free | Login

Member-only Resource

Join now to have access

Leveraging Institutional Planning to Benefit Latinx Students

Racially Disaggregated and Actionable Data Improve Community College Transfer Success

By: Eric R. Felix, PhD

How can institutional planners make a difference for underrepresented minority students? Senior administrators at East Los Angeles College addressed inequities in Latinx student transfer rates with data-backed culturally-relevant strategies.

From Volume 49 Number 2 | January–March 2021

Abstract: California Community Colleges, since 2014, have explicitly targeted retention, transfer, and completion outcomes through a mandated planning process supported by newly-allocated fiscal resources. The policy focuses on equity-driven institutional planning that identifies and addresses disparities for specific groups (e.g., Latinx students, foster youths, veterans). This article shares insight from five years of case study research, exploring how senior administrators address Latinx student transfer inequity through new culturally-relevant strategies. Within California, Latinx students comprise the largest share of transfer-aspirants, but they have significantly lower rates of academic success. Key lessons are shared to leverage planning efforts to improve outcomes for underrepresented minority students.

Institutions Mentioned: East Los Angeles College
Planning Types: Academic Planning, Diversity, Equity, and Inclusion Planning
Tags: Community College, Diversity Equity and Inclusion (DEI), Governmental Policies and Regulations, Implementation, Racial Equity, Student Demographics, Student Success, Student Support Services

Member Price:
Free | Login

Member-only Resource

Join now to have access

If Tuition Rises . . .

. . . Does Racial and Ethnic Minority Student Enrollment Plummet?

By: QianQian Yu

When the cost of American higher education goes up, access to economic opportunity, social mobility, and positive academic outcomes are, subsequently, restricted for students of color. Campus admissions and retention planning professionals are first witnesses to the inequality.

From Volume 48 Number 1 | October–December 2019

Abstract: This article explores the impact of tuition increases on student retention and higher education admission and retention planning for racial and ethnic minorities. Research shows that the racial and ethnic minority student population on campus is negatively affected by tuition increases. Literature is examined for potential impacts of tuition increases on a student’s decision of school choice. And although literature provides little in the way of recommendations for resolving the issues associated with tuition increases, this article offers some suggestions for student retention planning.

Planning Types: Student Affairs Planning, Strategic Enrollment Management Planning, Diversity, Equity, and Inclusion Planning
Tags: Cost of Higher Ed, Racial Equity, Student Retention, Tuition Pricing, Underserved Students

Member Price:
Free | Login

Member-only Resource

Join now to have access

Planning Types

Challenges