Saturday, July 19, 2008, 8:30 AM–Noon
Linking Higher Education Planning and Assessment: A Practical Guide
Presenters: David E. Hollowell, Executive Vice President & Treasurer Emeritus, University of Delaware; Michael F. Middaugh, Assistant Vice President/Institutional Research & Planning, University of Delaware; Elizabeth H. Sibolski, Executive Vice President, Middle States Commission on Higher Education
Audience:

Those involved in planning and assessment at colleges and universities, but it will appeal to anyone interested in accountability in higher education. Appropriate for both novice and experienced planners.

Accrediting bodies and governmental agencies are increasingly requiring demonstrable evidence of planning and assessment activity at colleges and universities. Participants in this workshop will take away both resource materials and practical strategies for linking planning and assessment at their institution. Receive up-to-date information on US governmental and accreditation accountability requirements, as well as state-of-the-art best practice information for addressing those requirements. You will:

1. Understand the basic issues underpinning the current accountability movement from the perspective of both governmental mandates and accreditation requirements

2. Take away basic concepts in best practice with respect to both long range and strategic planning

3. Understand the basic requirements for developing evidence-based assessment of student learning outcomes

4. Understand the basic requirements for developing evidence-based assessment of institutional effectiveness

5. Understand the basic linkages between the evidence developed from assessing student learning outcomes and institutional effectiveness, and their use in strategic planning to underpin resource allocation decisions

Workshop includes workbook, continental breakfast, and refreshments.

Cost: $185US

Saturday, July 19, 2008, 8:30 AM–5:00 PM
Academic Unit Integrated Planning
Presenters: John C. Adams, Assistant Vice Chancellor, University of Nebraska Medical Center
Audience: Academic unit administrators, chairs, deans, and directors, and those who work with them. Those who wish to facilitate the integrated use of resources at the unit level.

Academic unit administrators are confronted with some of the hardest decisions in academia. They are closest to the primary mission of their institutions, but not practicing it as they have before. When faculty members become leaders on their campuses, they often come with few examples of how planning works in academic settings.

Integrated planning, the process whereby all planning and budgeting activities are linked, makes running a department more transparent and increases the likelihood that the unit will be successful. Learn how to manage across the resource portfolio of an academic unit in a way that engages faculty, staff, and students. Accrediting agencies and program review programs are increasingly requiring integrated, strategic planning. This workshop focuses on getting the most out of a planning process at the unit level.

Workshop includes workbook, continental breakfast, lunch, and refreshments.

Cost: $285US

Saturday, July 19, 2008, 8:30 AM–5:00 PM
SCUP Planning Institute: Step I–Foundations of Planning Within the Context of Higher Education
Presenters: Philip G. Stack, Acting Associate Vice President, Risk Management Services, University of Alberta
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-

1. Mobilize for action

2. Aid in the effective allocation of resources

3. 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. This is Step I of SCUP's three-step Planning Institute, leading to a certificate in higher education planning. Workshop includes workbook, continental breakfast, lunch, and refreshments.

Cost: $285US

Monday, July 21, 2008, 1:15 PM–2:15 PM
Keywords: Resource Planning Models
Identifying and Implementing Change in Research Administration Roles and Responsibilities at Northwestern University
Presenters: Elizabeth Adams, Director, Research Administration, Northwestern University; Dona M. Cordero, Director/Change Mgmt, Northwestern University; Sepideh Sepasi, Director/Change Management, Northwestern University
An enormous amount of extramural funding awarded to colleges and universities worldwide, and the institutional assignment of resources to steward that funding is critical. This presentation will highlight an initiative that was successfully undertaken at Northwestern University's McCormick School of Engineering and Applied Science. Attendees will learn a methodology for identifying and implementing research administration roles and responsibilities, an approach for determining appropriate research administration staffing locally at their institutions, and lessons from this innovative initiative.
TAGS: Budget Planning; Research; Human Resources; Academic Planning; Ressearch Focused Institution;Resesarch I

Monday, July 21, 2008, 1:15 PM–2:15 PM
Keywords: Curriculum: Trends and Review
Integrating Global Issues Into A New Curriculum
Presenters: Bill Berry, Provost-Elect, University of Dallas; Steve Roberson, Associate Dean, Butler University

TAGS: Academic Planning

Monday, July 21, 2008, 1:15 PM–2:15 PM
Keywords: Academic Planning Models
Prioritizing Academic Programs—Can It Be Done?
Presenters: Mary Doyle, Vice Provost, Academic Planning, Budget, & Resource Management, Washington State University; Karen Schmid, Associate Vice President, Indiana State University
A familiar lament among colleges and universities is that it is nearly impossible to reduce or eliminate academic programs. If it's not the old standard "We've always done it that way," it's some other marginally defensible claim that it can't be done. Through the experiences of two public institutions, you will learn that it can and has been done.
TAGS: Performance Measures; Academic Planning; Research Focused Institution

Monday, July 21, 2008, 1:15 PM–2:15 PM
Keywords: Impact of Policy Changes ( State, Local, Federal)
Stimulating and Sustaining Regional Economies Through Workforce Development
Presenters: Peter Blake, Vice Chancellor, Workforce Development Services, Virginia Community College System; Marcia Harrington, Director, Institutional Research, Virginia Community College System
Today, we face changes in our economy and in our demography that challenge our conventional view of higher education. State and regional economies are struggling, industries are moving off shore, and the workforce is aging. Meanwhile the U.S. is falling behind other industrial nations in educational attainment. Higher education often is seen as the key to intellectual and economic progress. Workforce development, particularly in a community college setting, is a near-immediate response to these emerging trends. Learn more about what workforce development means, how it does its work, and how it stimulates change and improvement in regional economies.
TAGS: Academic Planning; Partnerships; Town Gown; Community College

Monday, July 21, 2008, 2:30 PM–4:00 PM
Keywords: Enrollment Planning Models
Critical Elements for Successful Strategic Enrollment Planning
Presenters: Brian Dalton, Vice President, Enrollment Management & Associate Academic Dean, Program Development, The College of St. Scholastica; Jim Mager, Associate Vice President, Noel Levitz
While often talked about, few institutions in higher education practice strategic enrollment planning. Regardless of public or private sponsorship, American higher education is increasingly pressured to manage it's long range enrollment plans so as to remain true to mission, meet educational expectations, and maintain or achieve financial strength.

This session is ideal for leaders in higher education who seek the means by which to facillitate long range enrollment planning with an eye toward the fiscal reality of future anticipated investments and expenses. Specifically, this sessions will focus on the foundational elements of what constitutes successful strategic enrollment planning. A Best Practice session complete with critical metrics that are necessary for S.E.P to occur.
TAGS: Budget Planning; Student Recruitment; Academic Planning; Small Private Institution

Monday, July 21, 2008, 2:30 PM–4:00 PM
Keywords: Collaboration, Partnerships, Mergers
Planning for Change: University-School Partnerships
Presenters: Mehmet Dali Ozturk, Executive Director, Research, Evaluation & Development, Arizona State University; Larry Pieratt, Executive Director, Arizona State University
Education partnerships between universities and their local communities can be used to improve the quality of PreK-12 education and help ensure that all students reach the high level of academic achievement necessary to succeed in the global economy. This presentation illustrates how these partnerships can be effectively planned, sustained, and evaluated. In addition, this session introduces a paradigm that university leaders can follow to promote institutional change and examine how local strategies and innovations can be shared among learning communities. Audience participation is encouraged.
TAGS: Partnerships; Town Gown; Academic Planning; Performance Measures; Research Focused Institution

Tuesday, July 22, 2008, 8:30 AM–10:00 AM
Keywords: Integrated Planning Models
Fragile Projects: Strategically Reinforcing Interdisciplinary Planning
Presenters: Ned A. Collier, Principal, Perry Dean Rogers | Partners; Mark Freeman, Associate, Perry Dean Rogers Partners Architects; Richard M. Jones, Associate, Perry Dean Rogers | Partners
Interdisciplinary studies have crashed through traditional higher education boundaries predicated on disciplinary typologies. One challenge is consensus-building across a varied user base. Interdisciplinary projects are inherently fragile. Without a single champion, but rather with broad constituencies with multiple perspectives, these projects can suffer from diffuse support. It is paramount to knit interdisciplinary projects into the campus fabric at multiple levels to insure integration and success. This session will outline strategies that planners can implement to bolster interdisciplinary learning communities.
TAGS: Integrated Planning; Academic Planning; Decision Making

Tuesday, July 22, 2008, 8:30 AM–10:00 AM
Keywords: Performance Indicators/Benchmarks
Residential Liberal Arts Colleges—Paradigms for the World
Presenters: Adam A. Gross, Principal, Ayers/Saint/Gross Architects & Planners; Kevin King, Senior Associate, Ayers/Saint/Gross Architects & Planners; Daniel Konstalid, Vice President, Finance & Administration & Treasurer, Gettysburg College; Keith Oriss, Vice President, Administrative Services & External Affairs, Franklin & Marshall College; John A. Palmucci, Vice President/Finance & Treasurer, Loyola College in Maryland
As so many Universities contiue to become "super-sized", what are the defining factors that make the small Residential Liberal Arts College an integral part of the culture of America? What makes these types of Insitutions attractive to the faculty who teach there and the students who choose to go there? This session will look at the strategic planning issues which undergird a successful small College and will make the case that they represent powerful paradigms for Institutions of all types.
TAGS: Integrated Planning; Academic Planning; Teaching Focused; Small Private

Tuesday, July 22, 2008, 10:30 AM–11:30 AM
Keywords: International Developments & Lessons
Creating a Global Educational Hub: The University of Southeast Asia
Presenters: Maya Dang, President, US Southern Corporation; John A. MacPhillimy, Principal, Morris Architects; Dan Searight, Senior Designer, Morris Architects
As competition increases for workers, access to higher education becomes a significant advantage in the global marketplace. Forward-thinking entities in developing countries understand that expanding access to and elevating academic standards for their universities leverages the opportunity to individuals for benefit of the entire country. The master plan for the University of Southeast Asia, seeks to fulfill this vision by capturing the spirit of great Western-style universities while supporting the needs of a nation in transition to a market economy.
TAGS: Academic Planning; International Planning Models

Tuesday, July 22, 2008, 10:30 AM–11:30 AM
Keywords: Performance Indicators/Benchmarks
Strategic Planning in An Academic Institution Using a Balanced Scorecard Approach
Presenters: Wendy Gillespie, Waikato Institute of Technology
This presentation describes how the traditional academic planning processes were transformed to reflect a customer and stakeholder responsive strategic planning approach. The model requires the identification of strategic objectives under the four balance scorecard areas of: customer and markets, business systems and processes, financial and people. By taking this approach to strategic planning across both the corporate services and academic faculty in our institution we have paved the way for sustainable learner outcomes.
TAGS: Integrated Planning; Performance Measures; Academic Planning; Teaching Focused Institution

Tuesday, July 22, 2008, 1:00 PM–2:00 PM
Keywords: Teaching and Learning
Effective Integration of Technology for Generation NeXt in the Learning Environment
Presenters: Lawrence C. Bacher, Vice President, Higher Education, Gilbane Building Company; John Cook, Principal, The Sextant Group; Gerald Starsia, Associate Dean, Administration, University of Virginia
There are many conversations ongoing about the effective use of technology to connect with the generation now populating our universities, who are the first generation to be termed "digital natives". This session will explore technologies that can promote effective learning for these students, illustrate the ways in which technology has changed the way we plan and design learning environments through recent projects, and provide guidelines for the cost of implementing these technologies in common academic spaces for planners and facility professionals.
TAGS: Technology; Student Learning; Academic Planning; Learning Space Design

Tuesday, July 22, 2008, 1:00 PM–2:00 PM
Vendor Presentation
Microbial Science at the University of Wisconsin: Solution's for Global Challenges
Presenters: Alan Fish, Associate Vice Chancellor, University of Wisconsin-Madison; Rodney Welch, Professor & Chair, University of Wisconsin-Madison; L. Paul Zajfen, Principal, CO Architects
The University of Wisconsin, Madison has just built the largest scientific research facility on campus; this 330,000 gsf, $120M Microbial Science Building is an informative case study of how new university and government initiatives to promote advanced scientific research, fosters new global connections and acts as a catalyst for research and teaching. Scientists will outline the global reach, breadth of research and relationships between the academic research community and regional industry and national and international research organizations.
TAGS: Facility Design; Research; Academic Planning; Partnerships

Tuesday, July 22, 2008, 2:15 PM–3:15 PM
Keywords: Sustainability
We Made It Smaller and Better: It's a Green Success
Presenters: Karen A. Cribbins-Kuklin, Associate Principal, Perkins + Will; Leta Stagnaro, Associate Vice President, Ohlone College; Douglas Treadway, President/Superintendent, Ohlone College
The Ohlone College Newark Center for Health Sciences and Technology presented its vision to be a "College of the Future" at SCUP-40. The completed "Green" campus (LEED Gold, maybe Platinum) is a California community college designed to teach its academic focus as well as environmental stewardship through example, demonstration and inspiration. This Session presents the exciting outcomes to an ambitious vision and how collaboration between the College and its consulting team created an innovative outcome.
TAGS: Sustainability; Academic Planning; Facility Design; Teaching Focused Institution;Community College

Tuesday, July 22, 2008, 3:30 PM–4:30 PM
Keywords: Integrated Planning Models
Developing an Integrated Global Masterplan on Campus
Presenters: Ronald B. Kull, Senior Planner, GBBN Architects; Mitch Leventhal, Vice Provost for International Affairs, University of Cincinnati; Dale L. McGirr, Senior Planner, GBBN Architects
This session will review the components of an emerging global masterplan at the University of Cincinnati. The plan addresses the experience of students (both incoming and outgoing) in all its dimensions: curricular internationalization, distributed educational program sites, enrollment management, marketing, institutional affiliations, faculty needs and activities, organizational leadership, data sources to guide planning, and the nurturing of global cultural development on campus. It will then explore the physical and programmatic planning issues involved with making the home campus function as a working global community with a strong international culture.
TAGS: Integrated Planning; Academic Planning; Internationalization of a Campus; Research Focused Institutions

Wednesday, July 23, 2008, 8:30 AM–9:30 AM
Keywords: Financial Planning and Budget Planning
Integrating Academic, Financial, and Capital Planning: Six Years of Lessons
Presenters: Philip G. Stack, Acting Associate Vice President, Risk Management Services, University of Alberta
Today's highly competitive and challenging post-secondary environment make it essential that institutions have planning processes that support the development of an academic plan and the linkage of resource allocation decisions to that plan. Learn how the University of Alberta approaches integrated planning and budgeting. The University's integrated planning model, lessons learned, areas of improvement, and highlights that impact the planning and budget process will provide ideas as you build or strengthen your own integrated planning process.
TAGS: Integrated Planning; Academic Planning; Budget Planning; International Planning Models

Wednesday, July 23, 2008, 8:30 AM–9:30 AM
Keywords: Strategic Planning Models
Less Than a Semester: A High-Speed Planning Process
Presenters: Shawna Arroyo, Project Specialist, New Mexico State University; Randey Bamford, Director, Senior Administration, New Mexico State University; Michael Hites, Associate Vice President, University of Illinois at Urbana Champaign
This presentation/discussion explores how New Mexico State University developed its strategic planning process in only one semester. This session provides an overview of NMSU's process, including:

- Choosing the planning process taskforce

- Why university deans were intentionally excluded from the creation of the process (but included in the final approval process)

- The creation of an initial workbook that was not only a process development tool but a sales tool

- Tricks for getting involvement from stakeholders
TAGS: Integrated Planning; Academic Planning; Collaboration