Strategic Planning (Teaching and Learning)

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"Strategic planning is defined as the process of determining a company's or an institution's long-term objectives, then identifying the best approach to achieve those objectives. It is a continual improvement process that effectively monitors performance against goals, analyzes achievements and shortfalls, and adjusts activity to accomplish the desired results".[1]

Annotated Bibliography

Link to Complete Bibliography
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  • Dooris, M. J., Kelley, J. M., & Trainer, J. F. (2004). Strategic planning in higher education. New Directions for Institutional Research, (123), 5-11.Ubc-elink.png

The authors present an overview of strategic planning, examine its history and mystique, and conclude that planning, if properly implemented, can have a powerful impact on advancing and transforming colleges and universities.

  • Good, J. M., & Kochan, F. (2008). Creating a quality program by linking strategic planning and assessment through collaboration. Online Submission.Permalink.svg Permalink

This paper presents a viable process for accomplishing the effective drafting of a strategic plan. It includes: (a) an assessment system; program level goals; departmental goals; and goals established at the faculty level; (b) an organizational schemata in the form of a data matrix that streamlines and reports upon the goals as established by all constituencies; (c) a schedule of meetings among upper leadership; and (d) a final faculty retreat and meeting.

  • Higher Education Funding Council,for England. (2000). Strategic planning in higher education: A guide for heads of institutions, senior managers and members of governing bodies.Permalink.svg Permalink

This guide provides examples of good practice in strategic planning within higher education, particularly as it applies to Northern Ireland. Examples are drawn from the experiences of 13 case study universities and colleges. Sections of the report include a summary; an introduction and overview of the strategic planning process; and a discussion of the three parts of the strategic planning cycle.

  • Sevier, R. A., & Council for Advancement and Support,of Education. (2000). Strategic planning in higher education: Theory and practice.Permalink.svg Permalink

This book contains theoretical background and provides information to assist administrators engaging in strategic planning for institutions of higher education.

  • Taylor, A. L., & Karr, S. (1999). Strategic planning approaches used to respond to issues confronting research universities. Innovative Higher Education, 23(3), 221-234.Ubc-elink.png

To improve the understanding of strategic issues confronting research universities and universities' response to managing these issues, this article contains an interpretation of the findings of interviews with administrators at nine research universities. Realistic comments are offered on the efficacy of planning and the search for achieving excellence in higher education and beyond the restrictive sense of strategic planning.

  • Weimer, D., & Jonas, P. M. (1995). Strategic planning: A participative model.Permalink.svg Permalink

This paper describes a participative model of strategic planning for use by higher education institutions. First it reviews five principles or assumptions of a participatory model. The paper then discusses different types of planning and reviews 10 steps for effective strategic planning at higher education institutions.


  1. Jayne W Edge. (2004). The need for strategic planning in academia. T.H.E.Journal, 32(3), 40.

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