Solutions · Academic Planning

Academic Planning

Generate term-by-term plans that keep every student on the fastest viable path, respecting prerequisites, program rules, course availability, and life constraints.

Personalized paths based on history, goals, and constraints

Real-time checks for prerequisites, credit limits, and sequencing

Section-level planning with time windows & modality preferences

Live collaboration with advisor comments and approvals

Export/sync to degree audit systems and registration workflows

FERPA-aligned with full audit trails and data governance
What it is

A planning workspace on the Common Data Model

A planning workspace that sits on the Common Data Model and continuously validates each student's plan against program requirements, prerequisites, course rotations, and institutional policies. Built for advisors and students to co-create plans that actually work.

Continuous validation

Real-time checks ensure every plan is viable and policy-compliant

What it does

Fastest viable path to degree

Proposes the fastest viable path to degree, then adjusts for preferences like workload caps, modality, meeting times, or work schedules. It flags conflicts, suggests alternates, and publishes the approved plan to downstream systems to streamline registration.

Generate optimized term-by-term schedules
Validate prerequisites and sequencing rules
Adjust for student preferences and constraints
Sync approved plans to registration systems

See how it works

Watch academic planning in action

Capabilities

Key capabilities

Everything you need to build, validate, and execute student academic plans

Optimization engine

AI-recommended course sequences optimized for fastest time-to-degree, balancing workload, prerequisites, and course availability each term.

Student-advisor co-planning

Collaborative planning interface where students draft and advisors review, comment, suggest changes, and approve, all in a shared workspace.

What-if scenario planning

Explore different academic paths and outcomes, change majors, add minors, adjust timelines, and compare side-by-side before committing.

Prerequisite & requirement tracking

Real-time validation of prerequisite chains, corequisites, and program requirements with clear error messages and suggested alternatives.

Degree audit integration

Sync approved plans to degree audit systems for continuous progress validation, ensuring every plan stays aligned with graduation requirements.

Term-by-term milestone tracking

Plan each term with milestone checkpoints, credit targets, and progress indicators to keep students on track toward on-time degree completion.

Use Cases

High-impact use cases

From first-year planning to graduation pathways

First-year planning

New students build their first-term schedule with advisor guidance, ensuring major exploration and gen-ed balance.

Transfer pathway mapping

Apply accepted transfer credits, map remaining requirements, and visualize the fastest path to completion.

At-risk student recovery

Rebuild plans for students on academic probation, adjusting workload and identifying support resources.

Major change support

Show students how changing majors affects time-to-degree and tuition, with side-by-side comparisons.

Outcomes you can measure

Proven results from institutions using Academic Planning

Completion
+15%
Faster time-to-degree

Faster graduation

Students complete degrees faster with AI-optimized course sequences and proactive milestone tracking.

Efficiency
-60%
Scheduling conflicts

Reduced conflicts

Fewer scheduling conflicts through real-time prerequisite validation and section-level planning.

Collaboration
3x
Advisor collaboration

Better collaboration

Improved advisor-student collaboration through shared planning workspace and co-planning tools.

Tracking
95%
Degree tracking accuracy

Proactive tracking

Proactive degree completion tracking ensures students stay on path with real-time audit integration.

Integrations

Built to work with your existing academic systems

Academic Planning connects seamlessly with your campus data and workflows

Unified Data Hub

Pulls student records, course catalogs, program requirements, and prerequisite rules from the Common Data Model.

Degree Audit Systems

Syncs approved plans to degree audit platforms and validates completion progress in real-time.

Registration & CRM

Exports plans to registration systems, advising notes, and student portals for seamless execution.

Trust & Design

Human-centered by design

Built with student agency and institutional governance at the core

Transparent & collaborative

  • Planners suggest; advisors approve
  • Explain-why details for each recommendation
  • Transparent changes with student visibility

Security & compliance

  • RBAC & least privilege; audit logs of plan edits and approvals
  • PII minimization and environment separation
  • Aligned to FERPA/GDPR and institutional policies
Timeline

Implementation timeline

From program mapping to full rollout in 6–8 weeks

1
WEEKS 1–2

Program mapping

  • Import course catalogs and program requirements
  • Model prerequisite chains and corequisites
  • Configure credit limits and policy rules
2
WEEKS 3–4

Integration & testing

  • Connect to SIS, degree audit, and registration
  • Test plan generation and validation logic
  • Validate export formats and data flows
3
WEEKS 5–6

Pilot with advisors

  • Train 5–10 advisors on planning workflows
  • Build plans for 50–100 pilot students
  • Gather feedback and refine UX
4
WEEKS 7–8

Full rollout

  • Scale to all advisors and students
  • Enable self-service planning with advisor review
  • Ongoing optimization and support
FAQs

Frequently Asked Questions

Ready to give every student a clear, feasible path, and free advisors from manual checks?

See how Academic Planning can transform your advising workflows and improve student outcomes