Strategic Planning Booklet
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Forvis Mazars
Forvis Mazars
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Category Selection:
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Industry Categories *
ACADEMIC AFFAIRS
101
Academic Affairs - General
11
Academic Efficiency
16
Accreditation
4
Adult Learning
5
Advising and Academic Support
11
Show More (5)
Learning Management System (LMS)
20
Library Services
2
Online Program Management and Support
19
Program Development
12
Textbook and Course Materials
16
Show Less (5)
ADMINISTRATIVE SERVICES
25
Administration
3
Human Resources
11
Legal Services and Risk Management
1
Retirement and Benefits
7
Student Information Systems
3
ADVANCEMENT AND ALUMNI
37
Advancement/Development
17
Alumni Services and Relations
5
Campaign Services
6
Grants
15
CAREER SERVICES
18
Employer Relations
2
General/Other
11
Internships
2
Interview Preparation and Resume Building
4
ENROLLMENT AND RETENTION
57
Customer Relationship Management (CRM)
9
Enrollment Management
26
Financial Aid Management
9
International Student Recruitment
4
Retention and Student Success
17
Show More (1)
Transfer Students
2
Show Less (1)
EXECUTIVE SUITE/PRESIDENT'S OFFICE SERVICES
4
Board Software
3
Event Management
0
Travel Support
1
FACILITIES
80
Architecture and Design
39
Construction and Project Management
18
Dining Services
13
Facilities Management
10
Master Planning
4
Show More (1)
Transportation Management
1
Show Less (1)
FINANCES AND OPERATIONS
42
Financial Advisory and Consulting
20
Financial Management
8
Financial Operations and Services
9
Financial Software
8
INFORMATION TECHNOLOGY
47
Consulting and IT Services
17
Cybersecurity and Data Management
12
Information Technology
7
Infrastructure and Network Solutions
3
Software and Applications
14
Show More (1)
Technology Infrastructure
11
Show Less (1)
LEADERSHIP AND STRATEGY
62
Benchmarking
6
Leadership and Strategy General
35
Strategic Planning
32
LEGAL AND COMPLIANCE
22
Compliance
8
Government Relations
1
Legal Strategy and Resources
11
Mergers and Acquisitions
3
MARKETING AND RECRUITMENT
32
Branding and Creative Services
13
Digital Marketing and Advertising
7
General/Other
7
Strategic Communications and Public Relations
6
Website Management
3
SEARCH AND COACHING
46
Executive Coaching
13
Search - Academic Leadership
22
Search - Enrollment
1
Search - Financial
2
Search - Interim
1
Show More (3)
Search - Other Cabinet
3
Search - President
3
Team Coaching/Advising
8
Show Less (3)
STUDENT HEALTH AND WELLNESS
23
Health and Wellness Management
5
Health and Wellness Platforms
7
Student Health Services
3
Telehealth and Teletherapy Services
8
STUDENT LIFE SERVICES
49
Campus Safety Solutions
9
Conduct and Title IX
0
DEI and Campus Climate
10
Residence Life and Housing
2
Student Engagement Platforms
12
Show More (2)
Student Services - General
2
Study Abroad and International Student Support
14
Show Less (2)
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Category Selection:
Select any categories from those you have selected for your main listing. If you wish to include more categories, add them to your main listing first and after doing so, they will appear below.
Industry Categories *
ACADEMIC AFFAIRS
101
Academic Affairs - General
11
Academic Efficiency
16
Accreditation
4
Adult Learning
5
Advising and Academic Support
11
Show More (5)
Learning Management System (LMS)
20
Library Services
2
Online Program Management and Support
19
Program Development
12
Textbook and Course Materials
16
Show Less (5)
ADMINISTRATIVE SERVICES
25
Administration
3
Human Resources
11
Legal Services and Risk Management
1
Retirement and Benefits
7
Student Information Systems
3
ADVANCEMENT AND ALUMNI
37
Advancement/Development
17
Alumni Services and Relations
5
Campaign Services
6
Grants
15
CAREER SERVICES
18
Employer Relations
2
General/Other
11
Internships
2
Interview Preparation and Resume Building
4
ENROLLMENT AND RETENTION
57
Customer Relationship Management (CRM)
9
Enrollment Management
26
Financial Aid Management
9
International Student Recruitment
4
Retention and Student Success
17
Show More (1)
Transfer Students
2
Show Less (1)
EXECUTIVE SUITE/PRESIDENT'S OFFICE SERVICES
4
Board Software
3
Event Management
0
Travel Support
1
FACILITIES
80
Architecture and Design
39
Construction and Project Management
18
Dining Services
13
Facilities Management
10
Master Planning
4
Show More (1)
Transportation Management
1
Show Less (1)
FINANCES AND OPERATIONS
42
Financial Advisory and Consulting
20
Financial Management
8
Financial Operations and Services
9
Financial Software
8
INFORMATION TECHNOLOGY
47
Consulting and IT Services
17
Cybersecurity and Data Management
12
Information Technology
7
Infrastructure and Network Solutions
3
Software and Applications
14
Show More (1)
Technology Infrastructure
11
Show Less (1)
LEADERSHIP AND STRATEGY
62
Benchmarking
6
Leadership and Strategy General
35
Strategic Planning
32
LEGAL AND COMPLIANCE
22
Compliance
8
Government Relations
1
Legal Strategy and Resources
11
Mergers and Acquisitions
3
MARKETING AND RECRUITMENT
32
Branding and Creative Services
13
Digital Marketing and Advertising
7
General/Other
7
Strategic Communications and Public Relations
6
Website Management
3
SEARCH AND COACHING
46
Executive Coaching
13
Search - Academic Leadership
22
Search - Enrollment
1
Search - Financial
2
Search - Interim
1
Show More (3)
Search - Other Cabinet
3
Search - President
3
Team Coaching/Advising
8
Show Less (3)
STUDENT HEALTH AND WELLNESS
23
Health and Wellness Management
5
Health and Wellness Platforms
7
Student Health Services
3
Telehealth and Teletherapy Services
8
STUDENT LIFE SERVICES
49
Campus Safety Solutions
9
Conduct and Title IX
0
DEI and Campus Climate
10
Residence Life and Housing
2
Student Engagement Platforms
12
Show More (2)
Student Services - General
2
Study Abroad and International Student Support
14
Show Less (2)
2
3
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Back
The Forvis Mazars strategic planning process guides institutions through discovery (gathering internal and external insights), visioning (defining an ambitious, future-focused direction), validation and prioritization (focusing ideas into realistic, resource-aligned objectives with stakeholder input), strategic playbook development (turning objectives into actionable initiatives with clear timelines), and implementation planning (assigning accountability, tracking progress, and adapting as needed for success). Unlock a step-by-step roadmap to find your vision and turn it into measurable results that drive long-term success.
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