Planning & Self-Study has been named a 2026 CODiE Award Finalist. Evaluated and vetted by expert industry peers, this recognition celebrates Watermark’s innovation, impact, and excellence in business technology.

Plan confidently. Improve continuously with AI that drives better decisions.

Learn about Watermark Planning & Self-Study

Don’t just prove compliance, prove value. Build a foundational system for excellence with assessment and accreditation software that drives engagement, builds agility, and turns data into institutional action and measurable outcomes year-round.

See why institutions choose us

Our P&SS clients are driving real impact

7,000+

programs have created curriculum maps

301K+

outcomes assessed

2,000+

self-studies created

3,000+

program reviews completed

How it helps

Watermark Planning & Self-Study is an integrated, centralized platform designed to streamline your institution’s continuous improvement processes.

It unifies planning, assessment, program review, and accreditation, creating a hub that fosters campus-wide engagement in reflection and action. This comprehensive solution empowers you to move beyond a compliance-only mindset, driving continuous excellence and demonstrating institutional value throughout the year.

  • Get an instant look at your progress. Use real-time dashboards to track progress, spot gaps, and monitor mission alignment throughout the year.
  • Drive evidence-based impact. Visualize trends and longitudinal data for a clearer understanding of your performance.
  • Identify and track actions taken on learning and success outcomes.
  • Leverage AI-assisted analysis and recommended action items to efficiently turn findings into a clear path for meaningful change.

Animated dashboard showing real-time progress tracking, data visualization, and performance insights.

  • Establish a reliable foundation for continuous quality. Replace manual workflows with configurable, repeatable processes for assessment, program review, and accreditation for sustainable, integrated activity.
  • Focus time on strategic improvement. Free up faculty and staff time so they can dedicate their energy to improving programs, not just reporting on them.

Illustration representing streamlined workflows and improved efficiency in program management.

  • Link learning to curriculum. Automate curriculum mapping to align learning outcomes with course content.
  • Measure impact and close the loop. Identify gaps and measure how curricular changes impact student learning and program effectiveness.

Illustration representing curriculum alignment and measurement of learning outcomes.

Jumpstart accreditation and program reviews with a stronger assessment foundation.

  • Centralize your work in a single hub with access to a shared evidence library and pre-built templates.
  • Easily find and document longitudinal program performance and actions taken to improve.
  • Confidently manage multi-stage reviews. Take advantage of collaborative authoring tools and progress tracking to ensure compliance and showcase institutional quality.

Animated interface showing centralized program management, document tracking, and multi-stage review workflows.

Built for your institution’s key stakeholders

From provosts to individual faculty, our platform provides the targeted tools and centralized data needed to drive engagement, build agility, and turn data into institutional action and measurable outcomes year-round.

Provosts and Deans

Provosts and Deans

Streamline accreditation preparation and reporting processes

to reduce staff and administrative burden while reducing costs, so faculty and staff can focus more on teaching, research, student support, and contributing to continuous improvement initiatives.

 

Institutional effectiveness teams

Institutional effectiveness teams

Establish and maintain a robust, data-driven process and system

for assessing and improving educational outcomes and the effectiveness of academic programs across the entire institution

Program assessment leads

Program assessment leads

Ensure that assessment activities are integrated into curriculum design, delivery, and evaluation processes

so that there’s alignment between learning objectives, instructional methods, and assessment measures.

Integrates with your ecosystem

Planning & Self-Study works seamlessly with your existing systems. Automatically pull in assessment results, streamline processes, and connect with other Watermark tools to amplify your impact.

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FAQs

Watermark Planning & Self-Study helps institutions manage assessment planning, program review, and accreditation self-study processes in a centralized system. It enables teams to collaborate on reports, identify and track continuous improvement actions, align performance to strategic goals and accreditation standards, and organize supporting evidence in a structured workflow.

Curriculum Strategy focuses on the process of managing curricular changes and publishing your course catalog. Student Learning & Licensure focuses on measuring student learning and tracking readiness. Planning & Self-Study focuses on managing and driving engagement in the continuous improvement processes that document and showcase institutional effectiveness, from annual assessment cycles to accreditation self-studies and program reviews.

Planning & Self-Study is used by institutional effectiveness offices, academic leaders, accreditation teams, program chairs, and faculty committees responsible for institutional planning, course and program assessment, accreditation preparation, and curricular innovation.

Planning & Self-Study is fundamentally designed to be your campus hub for year-round institutional effectiveness. Instead of treating assessment as a frantic, periodic event, the software allows academic and non-academic units to track learning and success outcomes, manage program review reporting and feedback workflows, and measure progress against your strategic goals and objectives continuously. By housing all data in a single ecosystem, leadership has real-time visibility into what is working and where resources should be allocated every single semester.

Our software makes it easy to get a full picture of outcome alignment with intelligent curriculum mapping. With Planning & Self-Study, you can plan for assessments, align your measures, and incorporate learning outcomes assessment results as they occur. Over time, you can improve the design of your curriculum based on evidence of student learning, and easily identify gaps where outcomes can be layered in.

A major roadblock in higher education is documenting what happens after assessment data is collected. Planning & Self-Study solves this by allowing users to build onto their program reviews year after year within a unified framework. The system creates a clear, chronological narrative: student learning outcomes - measures - actions taken - curricular or operational changes - adapted outcomes. This dynamic history provides tangible evidence of data-driven decision-making and continuous quality improvement in action.

Yes. Planning & Self-Study features native integrations with major LMS platforms like Canvas, D2L Brightspace, and Blackboard. Instead of forcing faculty to manually export spreadsheets or double-enter data, the software pulls student performance data directly from account-level rubrics, quizzes, and signature assignments. This automation ensures that everyday classroom learning feeds directly into your macro-level assessment plans without adding to faculty administrative burdens.

Absolutely. True institutional effectiveness requires campus-wide alignment. Planning & Self-Study unifies both academic programs and non-academic/operational units (such as student affairs, admissions, and facilities) within the same platform. It allows non-academic departments to operationalize Council for the Advancement of Standards in Higher Education (CAS) standards, align their departmental goals with the institution’s overarching strategic plan, and track performance metrics unique to their operations.

Instead of static, siloed documents, Planning & Self Study acts as a centralized data repository. Because assessment data can be compared across reporting periods, administrators and program coordinators can generate a longitudinal view in just a couple of clicks to easily identify long-term trends. You can visualize how outcomes perform over time, filter LMS results by specific attributes like major, gender, race, and Pell eligibility, and leverage those insights to map out concrete action items, such as curricular revisions, to drive continuous institutional improvement.

Yes. By pairing Planning & Self-Study with Course Evaluations & Surveys, you can combine direct measures of student learning (like grades and rubric scores) with indirect measures (like student feedback, focus groups, and end-of-course surveys). This dual-lens approach provides a holistic, multi-dimensional view of program quality, allowing faculty to make highly informed adjustments to their pedagogy.

Ensuring educational parity is essential for modern institutional growth. Planning & Self-Study allows you to aggregate and disaggregate learning outcomes data by course modality. With a few clicks, you can compare the success rates of online sections against on-campus sections to verify equity of instruction, uncover potential achievement gaps, and implement targeted instructional design updates where they are needed most.

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Expert support from day one

Our client experience team partners with you from onboarding through ongoing success. With proven methodologies and tailored guidance, we ensure a smooth rollout and long-term value.

Learn more about Watermark’s award-winning support.

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What do our clients have to say?

A one-stop-shop for me

“The top benefits that Garrett College has experienced has been the overall time-saving and efficiencies. Prior self-studies, we would have to either run to somebody’s office and grab different pieces -
“The top benefits that Garrett College has experienced has been the overall time-saving and efficiencies. Prior self-studies, we would have to either run to somebody’s office and grab different pieces of evidence, or we would have to go to the president’s office for final drafts of a document. Now everything’s housed in the repository. The second thing: ease of use. If I’m working on a strategic plan and an action gets assigned to an accountable person, they easily can go in and update their progress. The third thing: being a one-stop shop for me: assessment, accreditation, strategic planning, and everything there will feed directly to the accreditation and to our mission. -
Kelli Sisler, Director of Institutional Effectiveness, Garrett College

A one stop shop!

“We have used Watermark’s Planning & Self Study for years now and I love how flexible the system is. We use P&SS for our academic program review, our general education -
“We have used Watermark’s Planning & Self Study for years now and I love how flexible the system is. We use P&SS for our academic program review, our general education review, our strategic planning, and our accreditation report submission. I think the system is easy enough to use that we can allow faculty to log in and enter the data for their IE data. I really appreciate how easy it is to do a year by year comparison on IE results. … P&SS helps me by combining the function of several different software programs into one. Prior to implementing P&SS, we used a homegrown system for academic program review and core review, we used a competitor for accreditation reporting, and we used yet a different one for strategic planning. It has saved lots of time and headaches to combine them into one.” -
Cherie Hohertz, Assistant Provost for Accreditation and Strategic Initiatives

Was a godsend for our reaffirmation process

“The ability to easily collaborate with colleagues across various areas on campus, share evidence items, and customize our compliance certificate.”
Pamela Miller, Vice President for Academic Affairs

Look no further!

Watermark Planning and Self-Study offers the integration of academic program review, accreditation self-studies, and strategic planning!
Jana V., Director of Faculty Services and Assessment

Engage 2025

“If anything, Watermark kind of inspired us. Once we started really familiarizing ourselves with Planning and Self-Study, we recognized, ‘You know what, we need to raise the bar ourselves’. And -
“If anything, Watermark kind of inspired us. Once we started really familiarizing ourselves with Planning and Self-Study, we recognized, ‘You know what, we need to raise the bar ourselves’. And I’ll just say these first set of assessment plans that I’ve seen, [chef’s kiss].” -
Jonathan Renz, Research Associate in the Office of Institutional Effectiveness and Quality Improvement

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