Saturday, July 7, 2007, 8:30 AM–4:30 PM SOLD OUT
(Workshop A) SCUP Planning Institute: Step I–Foundations of Planning Within the Context of Higher Education
Presenters: Brian P. Nedwek, Acting President, Maryville University of Saint Louis
Audience: Individuals new to the field of higher education planning and those who wish to gain a deeper understanding of the higher education planning environment.

Participants in this full-day workshop will acquire an understanding of the fundamentals of planning, including political considerations—within college, university, and community college settings. These fundamentals include how the planning function may be organized and executed in a range of institutional types. Participants also will gain insights into how strategic planning can help institutions-

* Mobilize for action

* Aid in the effective allocation of resources

* Gain competitive advantage.

You will leave Step I with an increased appreciation of the various issues and practical tactics associated with the successful implementation of a planning process in an institution of higher education. SCUP's Walnut College case study allows you to apply what you are learning throughout the workshop to the problems and concerns of planning.
Cost: $270US, includes continental breakfast, lunch, and refreshments

Saturday, July 7, 2007, 8:30 AM–5:00 PM
(Workshop B) Space Management for Community Colleges
Presenters: Elena S. Andrews, Steinberg Architects; Richard Franz, Director/Facilities Planning & Construction, Pima County Community College District
Audience: Community or technical college planners, organizers or administrators who need to develop, manage, and maintain facility spaces and inventories.

Are you from a community or technical college and find yourself caught between the need for data and the real politics of space? The nuts and bolts of space management require an understanding of what data to collect on campus facilities; how to analyze that data once collected; how to report it in a way that answers the questions most often asked of a space manager, and how to effectively participate in capital planning. Wrapped around the seemingly straightforward counting and assigning of space are the realities of space as a scarce and highly desired resource. Going beyond the technical, capable space managers are able to help uncover real needs and negotiate to win/win solutions. Whether you've just walked into the space management role, had the office that manages space placed under you, or you're interested in best practices from other campuses, this workshop is designed with you in mind.

This workshop will equip you with basic skills to manage space and to achieve a cooperative and integrated involvement across campus in the pursuit of effective and efficient use of space. You will learn:

1. How to develop a space management plan

2. Inventory campus space

3. Conduct utilization studies, and

4. Use space guidelines and standards as analytical tools to manage space.
Cost: $270US, includes continental breakfast, lunch, and refreshments

Saturday, July 7, 2007, 8:30 AM–5:00 PM
(Workshop C) Creating a Sustainable Campus Through Integrated Planning
Presenters: Wendell Brase, Vice Chancellor/Administrative & Business Services, University of California–Irvine; Trudis Heinecke, Director/Long Range Resource Planning, University of California Office of the President; Robert J. Koester, Director/Center for Energy Research, Education & Service, Ball State University
Audience: This workshop is for any campus planner, organizer or administrator who is in the midst of developing and integrating sustainability as a core value into their campus planning process.

Wonder how to get past those 'showstopper' comments and onto the real work of bringing sustainable practices to all parts of your campus? Sustainability-focused institutions recognize that success lies in developing an integrated strategy, one that (1) ties sustainability to its core mission and is supported by senior leadership, (2) merges the planning efforts of academic, student life, resource, and facilities professionals on campus, (3) lobbies for support from key constituents both on and off campus, and (4) identifies core funding. A good integrated plan addresses the kind of research, planning, implementation, and evaluation needed for a higher education environment. This session looks at the most common barriers to sustainability and how taking an integrated planning approach can help you remove blocks and connect with others on campus who want to move sustainability forward. Participants will walk away with (1) an enhanced understanding of the role that all campus functions play within an integrated strategy, (2) best practices of long-term integrated sustainability planning, and (3) some new ideas for immediate action on their campuses.

Outcomes:

1. An understanding of individual and campus impacts environmentally, socially and politically and how that information can aid in identifying and informing decision-making.

2. The potential resources a campus can utilize in answering identified needs.

3. What are the key pieces of the planning process.

4. How to bring together key individuals into the planning process.
Cost: $270US, includes continental breakfast, lunch, and refreshments

Saturday, July 7, 2007, 8:30 AM–4:30 PM
(Workshop D) The Integration of Planning, Program/Service Review, Assessment and Budgeting
Presenters: Patricia P. Abell, Vice President/Planning and Development, Spartanburg Community College
Audience: Intermediate and advanced planners, institutional effectiveness officers, and institutional researchers, although the details are sufficiently unique to interest beginners with a solid foundation. The workshop focus is on a community college setting.

Integrating the planning and budgeting processes in a meaningful way is one of the most difficult objectives to achieve in planning. Another is achieving and maintaining faculty and staff support of, and trust in, the process. Creation of one system that flows from the strategic plan and incorporates operational planning, program and service review, program evaluation, assessment, and budgeting has garnered that support and trust at Spartanburg Community College. Mission statement, environmental scanning, strategic initiatives, unit goals, program outcomes, program and service reviews, and assessment guide the development of annual objectives and action plans. Those objectives are then prioritized for inclusion in budget development. The result is the college's Institutional Effectiveness Plan. Participants will come away with an understanding of how the processes can be integrated and how to evaluate their current processes to determine what is needed to develop the integrated process at their own institutions. Participants will receive a resource notebook containing the PowerPoint presentation, the SCC Planning, Program/Service Review and Evaluation Manual detailing the steps of the annual process, all materials needed for the in-box exercise, including forms, templates, and documents, and a checklist by which to evaluate their own planning and budgeting processes.
Cost: $235US, includes continental breakfast, lunch, and refreshments

Saturday, July 7, 2007, 8:30 AM–Noon
(Workshop E) Integrating Higher Education Planning and Assessment: A Practical Guide
Presenters: David E. Hollowell, Executive Vice President & University Treasurer, University of Delaware; Michael F. Middaugh, Assistant Vice President/Institutional Research & Planning, University of Delaware; Elizabeth H. Sibolski, Executive Associate Director, Middle States Commission on Higher Education
Audience: Administrators and faculty at colleges and universities who are engaged in—or about to become engaged in—strategic planning and institutional self-study. Appropriate for both novice and experienced planners.

Regional and programmatic accrediting bodies expect clear written evidence of systematic strategic planning and analysis that assesses the effectiveness of that planning. This workshop provides solid grounding in the components of effective planning with an array of examples of the institutional research strategies and products that must underpin that planning. This interactive workshop will focus on the following elements:

1. External pressures for demonstrable planning and analytical capabilities at an institution—you will receive a concise review of the accreditation standards in the six regional accrediting bodies in the US, and those from selected professional accrediting bodies as they relate to planning process requirements, and what types of analytical activity must be in evidence to support that planning.

2. Developing a planning typology for your institution—what are the basic elements in long range planning? In strategic planning? In tactical planning?

3. The strong institutional research capability needed for effective planning—data and information resources available to institutions in the areas of academic planning, human and fiscal resources planning, and facilities planning.

4. Two specific types of analytical activity that have evolved as essential requirements for institutional and programmatic accreditation, i.e., assessing institutional effectiveness and assessing learning outcomes.

The workshop workbook will provide participants with a basic toolkit for thinking about analysis in support of planning. The discussions that take place during the workshop will underscore concrete cases studies of exemplary analytical practice in support of planning.
Cost: $170US, includes continental breakfast and refreshments

Saturday, July 7, 2007, 8:30 AM–Noon
(Workshop F) Effectively Addressing Business Continuity at the Local Level—An "All Hazards" Approach
Presenters: Robert J. Emery, Assistant Vice President/Safety, University of Texas Health Science Center at Houston

Listen to Bob Emery outline discussion points for his session.

Audience: Individuals involved in university planning, design, or risk management.

In the course of fulfilling its teaching, research, and service missions, universities encounter a wide variety of risks that must be managed. Some of the risks are quite obvious, whereas others only become apparent after an accident or loss occurs. This presentation will discuss an effort underway at The University of Texas Health Science Center at Houston to educate institutional constituents at the local level about the risks and exposures present, and the simple control measures that can be employed. The effort arose from the need for the development of a cohesive business continuity plan, which served to highlight deficiencies in institutional understanding of basic risk management information. The educational approach subsequently employed, combined with the creation of a set of simple, site-specific worksheets, has served to enhance the overall level of risk management understanding on the campus. After an introductory presentation, the actual operational risk worksheets will be distributed to workshop participants for review and discussion. The groups will then re-convene for the sharing of ideas and feedback. The workbook will contain actual, ready-to-use worksheets and assessment forms to allow you to manage risk at a local level, focusing on research labs, clinics, academic activities, and administrative offices.
Cost: $170US, includes continental breakfast and refreshments

Saturday, July 7, 2007, 1:00 PM–4:30 PM SOLD OUT
(Workshop G) Advanced Space Management: Evaluating Space Needs, Use, Utilization, and Change
Presenters: Ira Fink, President, Ira Fink and Associates, Inc
Audience: Those who are already knowledgeable and experienced in college and university facility planning and space management.

A campus space management program should make two major contributions. First, the program should provide a detailed picture of the campus by describing the composition and size of the existing physical plant. Second, it should identify the facilities needed to accommodate future changes in enrollments and academic plans of the institution. This workshop, for those with advanced knowledge about space management, will focus on the analytical processes and techniques used to evaluate space needs. The workshop will be centered on applying the key indicators of space use and utilization in space management. Participants will learn: * Measures of the use and utilization of academic facilities. * Policy implications of space management and the need for policy. * Techniques to project space needs. * The distinct pattern of use, allocation, and management of each component of campus space and how to understand these patterns. * Methods to translate needs into appropriately sized building elements.

Participants will receive a workbook of resources and worksheets to be completed during the workshop.
Cost: $170US, includes refreshments

Saturday, July 7, 2007, 1:00 PM–4:30 PM
(Workshop H) Working Effectively With Your Governing Board
Presenters: Sarah A. Beamer, Chief Financial Officer & Treasurer, Emory & Henry College; Anna B. Martin, Vice President/Administration, College of William and Mary; L. Carole Wharton, President, L. Carole Wharton, LLC
Audience: Campus administrators who are—or will be—interacting with a governing board on a regular basis, or any planner or analyst who may assist in preparing materials for presentation to the governing board. This workshop will help you improve the effectiveness of your governing board and your working relationship with them. Following a brief panel overview of the roles and responsibilities of boards, key board management policies that should be in place, and emerging issues public and private boards face, you will consider real-life scenarios in small groups. Each group will develop action plans and presentations for board consideration of one or more issues. The focus will be on building your understanding of:

* The roles and responsibilities of boards

* How to manage a board effectively, e.g. when to engage board members in active support, the level at which boards should make decisions, how boards should be managed, and should manage themselves

* What to do when the board doesn't know how to be strategic

* How to transform the board from interested to engaged

* How to handle succession planning (in the case of private institutions).

You will receive a resource-filled workbook, which includes: sample presentation templates to use with boards, a flow-chart of board decision making, and most recent AGB Major Issues.
Cost: $170US, includes refreshments

Sunday, July 8, 2007, 8:30 AM–Noon
(Workshop I) The Next Generation Organization: A Toolkit for Smart Change
Presenters: Ann Hill Duin, Associate Dean/Academic Affairs & Strategic Planning, University of Minnesota-Twin Cities; Judith Ramaley, President, Winona State University
Audience: Presidents, chief academic and student affairs leaders, business officers, and campus planners. This overall model is appropriate for audiences across the planning experience continuum.

Next-Generation Organizations of higher education must provide a gold standard in education, research, and service for learners, citizens and communities. Doing so requires a well-defined toolkit of strategies for spearheading "smart change." These include understanding the smart change design principles, models for managing change dynamics, a blueprint for smart change, shared leadership, capacity for structural flexibility and adaptation, maximizing collaboratives and assessing progress. In this workshop, you will be provided with a toolkit for introducing smart change and will consider implications of its use within their institutions. Three case studies will be described and you will discuss lessons learned from the cased studies. You will apply the smart change toolkit to your institutional planning.

Participants will receive a toolkit, which will include: * A survey and information on developing shared leadership, * An exercise on developing smart change design principles, * A model for developing a blueprint for smart change for their campus, * An exercise on structural change and adaptation, * A model for change management, and *An assessment tool to monitor progress.
Cost: $170US, includes continental breakfast and refreshments

Sunday, July 8, 2007, 8:00 AM–1:00 PM
(Workshop J) Academic, Capital, and Financial Planning: How to Achieve True Integration
Presenters: Doug Dawson, Executive Director, University of Alberta; Art Quinney, Deputy Provost, University of Alberta; Philip G. Stack, Director/Resource Planning, University of Alberta
Audience: Academic, capital, and resource planning senior- and mid-level staff. It also will be helpful for architects or professionals with planning and consulting firms who wish to learn more about academic planning within post secondary institutions, their culture and organization.

The need and importance of integrated planning within post-secondary institutions is critical. Every day governing boards and senior executive teams are faced with the issues of advancing strategic and operational priorities, while working collectively to achieve the common vision, mission and goals of the institution; all of this within an environment of limited resources. The key to the development of an integrated institutional plan is a sound academic plan, linked with the institution's vision, mission and values. These activities must then be integrated with faculty/unit plans which provide the necessary detail to permit the development of the capital and financial plans. The workshop will identify how to develop and successfully implement a fully integrated plan. It will address the core elements and development processes of an academic plan and the linkage of the plan with the institution's vision, mission and values. The workshop will then address processes and strategies for the successful integration of the academic plan into the institution's capital planning and budgeting processes, thus achieving full and comprehensive integrated planning. Through case studies and group interaction, participants will leave knowing the core elements of a comprehensive integrated plan, successful processes and strategies for institutional engagement, pitfalls to avoid, and strategies for the implementation, operationalization, and evaluation of the institution's plans. Take home materials will include: PowerPoint handouts, examples of integrated planning models, case studies, sample integrated planning framework, and related articles.
Cost: $185US, includes continental breakfast and refreshments

Sunday, July 8, 2007, 8:30 AM–Noon
(Workshop K) Integration of Mission and Faculty Performance
Presenters: Brian P. Nedwek, Acting President, Maryville University of Saint Louis
Audience: Primary participants are academic planners in two- and four-year institutions. Secondary participants are information technology planners and business practice planners.

The link between mission and faculty performance expectations is usually a leap of faith. This workshop provides participants with a detailed methodology to articulate specific linkages between mission and faculty performance in numerous roles. It will provide a web-based model for use by two- and four-year public or independent schools to document faculty activity for use in planning, management and institutional development. By attending the workshop, you will: * Understand how to measure faculty performance using the Ernest Boyer framework.

* Develop the skills of classifying faculty performance in behavioral terms.

* Learn the basic architecture and requirements of a web-based portfolio model.

Participants will develop specific operational definitions of core faculty roles and evidence of compliance, and will practice using the planning tool using live data from the web. Workbooks will include specific examples of web-based, faculty activity reports, technological requirements to install and operate such a system, a literature sourcepack for follow-up on specific elements of the model.
Cost: $170US, includes continental breakfast and refreshments

Sunday, July 8, 2007, 8:00 AM–1:00 PM
(Workshop L) Planning for Science: Concepts, Issues, and Approaches
Presenters: Robert E. Nalls, Principal, Nalls Architecture; Gregory L. Sibley, Vice President, Vanderweil Engineers; Douglas Williams, Director/Planning, Drexel University
Audience: Institutional representatives who are involved with science facilities, as well as architects and planners who are new to the field of science facility planning and design.

Advances in technology have changed the way that science teaching and research are conducted, from the largest research universities to the smallest colleges. This workshop will explore basic concepts and current trends in the planning and design of academic science facilities. Topics to be explored include: new pedagogical methods, opportunities for sustainability in science facility design, benchmarks for space assignment, organizational planning concepts, contrasts between research and teaching facilities, impacts on building and campus infrastructure, cost models, and innovative approaches to funding. The workshop is intended to assist planners in becoming conversant in the issues of science facilities and enable them to integrate with a science planning team. The outcome will focus on transferable lessons and the attendees will be given hands-on experience with planning tools to aid in future endeavors. Concepts will be aimed at those with a working grasp of planning but limited experience in the issues of science. Methods of engaging the attendees will include small-group sessions with hands-on planning of a fictitious facility. Take-home materials will include sample planning tools, including sample conceptual relationship diagrams, room data sheets, programmatic summaries, budget formats, and schedules. A directory of web-based resources also will be provided.
Cost: $185US, includes continental breakfast and refreshments

Sunday, July 8, 2007, 8:30 AM–Noon
(Workshop M) Revitalize Your Campus: Refresh the Pre-Planning and Planning Processes
Presenters: Niraj Dangoria, Assistant Dean, Facilities Planning & Management, Stanford University School of Medicine; Robert S. Sena, Director/Institutional Planning San Francisco, Sasaki Associates
Audience: Campus professionals who oversee or support the planning function on their campus and have responsibilities for: setting planning goals and institutional direction; leading the day-to-day master planning process; and carrying out the direction from senior staff and administrators.

This session will arm campus planners and administrators with tools necessary to oversee and manage the master planning process. Through role-play, interactive dialogue, real-life examples, humorous fables, and audience participation, the seemingly daunting process of physical master planning will be illuminated. Participants will be challenged to support their beliefs and current processes or to re-think them. The presenters will incorporate emerging planning issues and expertise into these exercises with real-life examples and will present a framework for preparing to plan, including:

• The RFP process
• Assembling an in-house team
• Master planning budgets
• Roles of the executive, administrators, faculty, staff and students; and
• Implementation

Participants will leave with an understanding of the process and tasks needed to produce a plan with a high probability of success. A campus/community outreach framework showing how to have a successful campus-wide conversation about institutional development, values and direction, also will be presented. The workbook will include a copy of the PowerPoint presentation, case studies, and an outline of all major points, methods and techniques presented. A brief report on the key points made by the participants during exercises will be mailed to the participants after the conclusion of the conference.
Cost: $170US, includes continental breakfast and refreshments

Sunday, July 8, 2007, 8:30 AM–Noon
(Workshop N) Using Assessment to Improve Student Learning
Presenters: Stephen R. Sharkey, Professor of Sociology/Dean, School of Arts and Sciences, Alverno College
Audience:

A stated goal of much higher education assessment activity is to foster improvement and success in student learning. But too often assessment efforts do not help as much as they could. Assessment purposes get sidetracked or confused by politics, and assessment tools do not align very well with the critical learning outcomes of academic programs. Those with useful data on one side of campus may never be able to have sustained meaningful conversations with those on the other side, who could benefit from the information collected. And, institutional assessment may not connect very well with assessment of students in the classroom. Using the assessment approach at Alverno College as a starting point, participants will explore ways to better conceptualize and implement an assessment approach on their own campuses that can better integrate assessment at various levels—institutional, departmental/program, and classroom—and bring the full value of assessment activities to bear more powerfully on improving student learning. Stephen Sharkey has extensive experience as a higher education consultant and presenter on institutional and program evaluation, faculty development, and curriculum development. He also is a founding member of Alverno's Research and Evaluation Council, the faculty advisory committee for its Office of Educational Research and Evaluation.
Cost: $170US, includes continental breakfast and refreshments

Sunday, July 8, 2007, 8:00 AM–12:30 PM
(Workshop O) The Case for Green Chemistry: Integrating Sustainability into Curricula and Campus
Presenters: David E. Hronek, Senior Associate, CUH2A; Daniel Niewoehner, Associate, CUH2A; Owen P. Priest, Director/Undergrad Organic Laboratories, Northwestern University
Audience: Administrators, educators, architects, and others looking toward renovation projects that require decisions pertaining to sustainability and green chemistry.

Today's Generation Next college students are more socially conscious and environmentally aware than previous generations. Institutions are recognizing their voices and are being encouraged to "do the right thing" regarding environmental stewardship. While many colleges and universities introduced green building practices into the planning, programming, design, construction and operation of their campus facilities, we ask an obvious question; why not into the science curricula? Research and experience about the overall costs and financial benefits of "green" buildings are changing the perception that sustainable design is more expensive. Facts have consistently shown the benefits of healthier and comfortable environments through increased worker productivity and retention. Can implementing a "green chemistry" or "green science" curriculum achieve similar results providing increased safety, lower operating cost and greater flexibility of science lab spaces? Designing Northwestern University's new undergraduate Organic Chemistry laboratory required careful attention to academic objectives, long term flexibility and operational efficiency while providing a safer, more collaborative hands-on learning environment. It will be used as an example for discussion.

This workshop will be a combination of presentation, discussion, and hands-on time in the laboratory. In three parts, this workshop will focus on:

1. The basis for green chemistry, its role in sustainability, its pedagogical impact, and Northwestern's approach to a green chemistry curricula and its integration into an undergraduate laboratory renovation design based on sustainable design principles,

2. A hands-on green chemistry practicum for educators wishing to adopt a greener organic laboratory curriculum, and

3. Discussion on adapting science curricula with strategies and tools used in practicing greener chemistry and extensively student-tested laboratory experiments that teach fundamental organic chemistry concepts and lab skills in a more environmentally-friendly (greener) fashion.

Presentation and educational materials, related articles and planning templates used in teaching the green organic chemistry lab will be included in the workbook.

This workshop will take place on the Northwestern University campus in Evanston. Round-trip motor coach transportation will be provided from the Sheraton Hotel. Departure is at 8:00 am.
Cost: $190US, includes continental breakfast, refreshments, and transportation