
HIGHER EDUCATION
VisionSync gives colleges, universities and systems one place to run the strategic plan. Every campus, college and department keeps its own plan, links it to the institutional goals it supports, and updates progress where the work happens.
30 minutes. We will show your own plan structure, not a generic demo.

initiatives tracked across the four campuses of the University of Nebraska
Pittsburg State refined Year 1 into 130 focused priorities
most institutions go live within 90 days, training included
THE SITUATION
Update season
Somebody sends a request, updates come back in a dozen formats, and somebody else stitches them together.
The report is already old
By the time the board packet is built, it describes a quarter that has ended.
Three versions of one initiative
The same work gets reported differently by three offices, and nobody knows which is current.
Work without a home
People in departments and centers cannot name the institutional goal their work supports.
THE LAYERS
Every layer of your institution can hold its own plan. VisionSync links them. A department initiative rolls up to a college goal, the college goal rolls up to the campus, and the campus rolls up to the institutional plan.
Each layer keeps its own ownership and its own language. Leadership sees the whole thing in one view, without asking anyone to rewrite their plan.

THE PLATFORM
Can each college keep its own plan?
Yes. Every campus, college, department and center builds its own plan and links it to the goals above it. Structure follows your org chart, including centers and institutes that do not sit under one college.

Who enters the progress updates?
The people doing the work. Owners get automated reminders and post updates in place, so status comes from the source instead of a chase.

How do leaders see where things stand?
Live dashboards and heatmaps by campus, college, goal or owner. Leadership can see what is moving, what is stuck and who needs support without opening a spreadsheet.

What do board and cabinet reports look like?
Reports come out of the platform with current data. You choose the slice, whether that is the full plan, one college, or the initiatives tied to a single goal.

Can we just ask where the plan stands? BETA
PulseIQ, our private planning AI, is in beta with clients now. Ask a question about your plan and get an answer from your own data, kept inside your instance.
ACCREDITATION
Tag any initiative to the criteria it supports. When the self study or interim report comes around, pull a report of the initiatives that provide evidence, with owners, progress and dates already attached.
HLC SACSCOC MSCHE NWCCU WSCUC Program accreditors
“Our accreditation liaison used to do hours of work to get the evidence for HLC reports ready. Now with VisionSync, I just sent her a report with the initiatives that provide evidence for how we support the HLC criteria.”
Keristiena Dodge, Chief of Staff, University of Nebraska at Omaha
Evidence report preview
HLC 3.C • HLC 4.B • HLC 5.C
Initiative owners, current progress and dates, ready for export.

INTERACTIVE TOUR
Two minutes, no form. A higher education tour, not the general product one.
USE CASES
Institutional strategic plan
The plan of record, with every goal, strategy and initiative in one structure.
Accreditation and compliance
Evidence tied to criteria all year, not assembled the month before.
Program review
Departments track review actions and show what changed.
Enrollment and student success
Initiatives behind recruitment, retention and completion, with owners.
Research growth
Track research priorities and the work that supports them.
College and department plans
Local plans that connect to the institutional goals they support.
WHO USES IT
President and cabinet
One live view of the whole plan and a board report that writes itself.
Provost and academic affairs
Academic priorities connected to college and department work.
Chief of staff
A single source for status, so cabinet meetings start from current information.
Institutional research
Evidence for accreditation and review cycles, collected as work happens.
Deans and directors
A college plan that stands on its own and still ladders up.
Chairs and staff
A clear place to post progress, and a clear line to the goal it supports.
PROOF

CASE STUDY
Pittsburg State University
Ten goals, 65 strategies and 343 initiatives in Year 1, refined to 130 focused priorities the whole campus could actually track.
10 goals • 65 strategies • 343 → 130 initiatives
VisionSync is an amazing, user-friendly platform to house our plan, and helps us stay on track and accountable in our planning cycle. The team is responsive and incredibly easy to work with.
Jaime Dalton — Executive Director, Internal Audit and Strategic Planning, Pittsburg State University
It was one of my favorite software implementations because the team at VisionSync just made it easy.
Vanessa Roof — Director of Enterprise Data Services, Nebraska University System
For a leadership position, VisionSync is helpful in having broad communication with everyone on campus, so they know what we are doing and have the opportunity to engage.
Dr. Jane Meza — Interim Vice Chancellor, University of Nebraska Medical Center
Dr. Jane Meza on running institutional strategy at UNMC
Three minutes on what changed for leaders once the plan lived in one place.
Interim Vice Chancellor, University of Nebraska Medical Center
IMPLEMENTATION
1
Plan review and structure
We map your framework and org structure with your planning team, then build it in your instance.
2
Sandbox
You get a dedicated sandbox to test with real structure before anyone else logs in.
3
Role-based training
We handle setup, configuration and training. Sessions by role, recordings you keep, and a refresh session each year for new staff.
4
Go live and first report
Owners start posting updates and you produce your first report out of the platform.
SECURITY AND PROCUREMENT
Accessibility
Current VPAT, built to WCAG 2.1 AA.
Access control
Role-based permissions, so people see what their role should see.
Single sign-on
SAML with Okta, Active Directory and Azure, scoped with your identity group.
Procurement
We work through your security review and provide the documentation your team needs.
COMPARISON
Excel, Sheets, SharePoint
Every layer builds its own version, and rolling it up means copy and paste
Word and PowerPoint plans
Publishing the plan and telling the story
Frozen the moment they are saved, so updates mean rewriting
Project tools
Managing tasks and deadlines inside a team
Built around projects that start and finish, so multi-year goals sit awkwardly
BI dashboards
Numbers you already collect
Cannot show whether an initiative is moving, because that judgment lives with people
VisionSync
One plan across every layer, with updates from the people doing the work
Not a task manager. Teams keep their project tools for day to day work
FAQ
Ten answers, kept in the page source so search engines and AI assistants can read them without clicking.
Is VisionSync built for higher education?
Yes. It grew out of a collaboration between the University of Nebraska Medical Center and the UNeTech Institute, and is used by universities, systems and colleges.
Can each college keep its own plan?
Yes. Every unit builds its own plan and links it to the goals above it. Local ownership stays local, and the institutional view updates automatically.
Who enters the progress updates?
The owner of each initiative. Automated reminders go out on your cadence, and updates post in place.
How does VisionSync support accreditation and board reporting?
Tag initiatives to the criteria they support, then pull an evidence report with owners, progress and dates.
How is this different from spreadsheets and SharePoint?
VisionSync gives each owner one place to update, rolls those updates up across every layer, and produces reports without rebuilding them.
Does it replace our project management tools?
No. Project tools track tasks and deadlines. VisionSync tracks the strategic plan and the initiatives behind it.
How long does implementation take?
Most institutions go live within 90 days, including plan review, a dedicated sandbox, role-based training and your first report.
What does it cost?
Pricing is a one-time implementation plus platform access by seat tier, with optional SSO.
Is it accessible and does it meet our security review?
We keep a current VPAT and build to WCAG 2.1 AA. Data is encrypted at rest and in transit, access is role-based, and we support SAML single sign-on.
How many users do we need?
Count everyone who will have a login, including leaders who only read dashboards. Seat brackets start at 30 users and scale to full systems.
How does VisionSync align department goals with company-wide objectives?
Our cascading goals framework connects C-suite objectives to departmental initiatives and individual KPIs. Visual mapping makes it clear how every task aligns with the organization’s mission—so no one loses sight of the bigger picture.
How does VisionSync track progress and ensure accountability?
Automated reminders and progress updates keep everyone on pace without micromanagement. Real-time dashboards show who’s on track, who needs support, and where priorities are shifting.
We will build a short demo around your framework, your colleges and one of your goals. Thirty minutes.


