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

Sunday, July 20, 2008, 8:00 AM–1:00 PM
Integrated Campus Master Planning RFQ/RFP That Ensures Concise, Responsive and Cost Competitive Submissions for Your Campus
Presenters: Robert Bennett, Associate Vice President/Capital Planning, William Paterson University of New Jersey; Scott B. Page, Principal, Scott Blackwell Page Architect; Michael Scott Rudden, Principal & Director/Higher Education Planning, DiMella Shaffer Associates, Inc
Audience: Senior management responsible for, or considering, organizing and managing a comprehensive campus master planning effort on their campus, and professional planners and consultants interested in developing a common vocabulary, communication format and deliverables in a mutually collaborative environment.

Tailoring your RFQ/RFP to the institution's unique environment, values, and decision-making culture enhances your chances of a successful campus master planning process. This workshop will focus on managing the RFQ/RFP for your specific institutional profile based on proven prototypes. This workshop will carry you through each section of a prototype RFQ/RFP and explain the institutional communications, analyses and decisions that form the foundation and significance of each section in the integrated planning process. In group interactive sessions, you will align your campus planning efforts to your institution's needs, financial resources, and time frame. You'll return to campus with the knowledge and tools to facilitate development of a concise campus planning RFQ/RFP and solicit competitive submissions. You will learn:

1. How to identify and prioritize an institution's unique campus planning needs and then match these to available campus planning services

2. Understand the time and financial resources required by the breath and depth of these different planning services

3. Appreciate what consultants really need to know regarding available documentation and data sources

4. Learn how to use the provided RFQ/RFP worksheet checklist to solicit from the leading campus planning firms proposals suited to the needs and conditions of their campus

Workshop includes workbook, continental breakfast, and refreshments.

Cost: $200US

Sunday, July 20, 2008, 8:30 AM–Noon
Real-Estate Partnerships as a Funding, Development, and Revitalization Tool for the Campus
Presenters: Omar Blaik, President & CEO, U3 Ventures; Daniel R. Kenney, Principal & Director/Institutional Planning, Sasaki Associates Inc
Audience: Institutional leaders involved in financial planning, campus planning, external affairs, real estate, and development who are involved in, or want more knowledge about, public-private development partnerships.

Gain an understanding of how to use real-estate public-private partnerships as a tool to address key issues facing higher education today. There will be an overview of principles, contemporary case studies, and group discussion opportunities. We will look at leading-edge partnership case studies in the United States and Canada of institutions that have land resources they wish to develop or leverage (the University of Calgary in Alberta and Auraria Higher-Education Center in Denver); and of institutions that are trying to use real-estate as a tool to revitalize their community context, usually by acquiring and redeveloping property (the University of Pennsylvania). An opportunity for detailed discussion of particular case studies, as well as participants' issues, will be provided. You will learn:

1. Issues of public-private partnerships

2. The criteria for establishing their framework

3. The roles of various players ((planning, design, finance, governance, and the developer)

4. The steps in a typical process

Workshop includes workbook, continental breakfast, and refreshments.

Cost: $185US

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: Sustainability
Is LEED Affordable?
Presenters: Bryna C. Dunn, Director/Environmental Planning & Research, Moseley Architects; Robert L. Fenning, Vice President/Administration and Finance, Old Dominion University; George C. Nasis, Managing Principal/Higher Education Studio, Moseley Architects
This data driven presentation is designed to provide university and college administrators and their consulting design team with a long term perspective when considering sustainable design strategies for future projects on their campuses. We will track the energy and operating cost performance of 6 LEED Certified education projects, including five (5) completed for higher education over the past 3 years, and compare these savings to the capital cost premiums,if any, resulting from LEED Certification.
TAGS: Sustainability; Performance Measures; Budget Planning; Research Focused Institution

Monday, July 21, 2008, 2:30 PM–4:00 PM
Keywords: Resource Planning Models
Building a More Educated Georgia—The USG Strategic Capital Model
Presenters: Lewis C. Godwin, Director of Planning and Projects, Georgia Perimeter College; Mel Lockhart, Senior Consultant, Paulien & Associates Inc; Philip J. Parsons, Director, Sasaki Associates, Inc; Zvi Szafran, Vice President, Academic Affairs, Southern Polytechnic State University; Alan S. Travis, Director, Planning, University System of Georgia
Facing system-wide facility deficiencies and 100,000 additional students by 2020, the University System of Georgia forged the Strategic Capital Model, a long-term approach to capital programming and budgeting. The Model was designed to improve the consistency and impact of State investment, integrate privately financed projects, remove barriers, and optimize facility performance. The Model will be described in a formal presentation, then a panel comprised of campus representatives and planning consultants will discuss outcomes and lessons learned during the planning process.
TAGS: Budget Planning; Partnerships; Performance Measures; State System

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: Space Utilization/Programming /Utilities/Compliance
Space Charging: Insights From the Universities of Cape Town, Michigan, and Stanford
Presenters: Geoffrey Peter De Wet, Director, Physical Planning Unit, University of Cape Town; Margaret Dyer-Chamberlain, Senior Director/Capital Planning and Space Management, Stanford University; Phil Hanlon, Vice Provost, University of Michigan; Frances Mueller, Project Manager, Space Utilization Initiative, University of Michigan; Stephen Olson, Associate Director, Budget Planning, Stanford University
The University of Cape Town, the University of Michigan, and Stanford University are each developing space utilization tools and space charge systems. These strategies are designed to encourage efficient space use and to discourage the notion of space as a "free good." Tools developed by these universities (which span public, private and international), share similarities and differences. This "work in progress" presentation will compare and contrast the three university's tools, applying concepts and ideas to a range of institutional settings.
TAGS: Space Management; Budget Planning; Research Focused Institution;Research I

Tuesday, July 22, 2008, 8:30 AM–10:00 AM
Keywords: Institutional Change and Planning
Creating Sustainable Innovation Capacities
Presenters: Robert J. Brodnick, Assistant Provost/Planning, Innovation and Institutional Assessment, University of the Pacific; Dean Hering, Chief Innovator, OVO
One of the fundamental engines of quality higher education is creating knowledge, yet few institutions have built capacities to innovate outside of the bounds of traditional faculty research and scholarship. We propose that innovation is a business process that is critical for higher educational institutions to address. This session will provide lessons from a variety of industries that have successfully innovated. You will take away tools and ideas for building sustainable capacities to innovate on your campus.
TAGS: Change; Integrated Planning; Budget Planning; Teaching Focused Doctoral Comprehensive

Tuesday, July 22, 2008, 8:30 AM–10:00 AM
Keywords: Impact of Policy Changes ( State, Local, Federal)
Perfect Storm or Perfect Opportunity: State Cuts and New Plans
Presenters: Barry Lee Brighton, Associate Vice President & Chief Financial Officer, University of West Florida; Barbara G. Lyman, Provost & Vice President, Academic Affairs, Shippensburg University of Pennsylvania
With revenues declining, Florida asked state universities to prepare 4% and 10% budget reduction plans leading to fewer positions, programs, and services. The state called for budget reductions while the University of West Florida was unveiling its 2007-2012 Strategic Plan Priorities and moving into Phase II: Action Plans. This presentation will show how the University addressed state cuts while adhering to its Strategic Priorities and developing/implementing Action Plans, with budget reductions strengthening rather than derailing plans.
TAGS: Budget Planning; Decision Making; Integrated Planning; Teaching Focused;Comprehensive Doctoral

Tuesday, July 22, 2008, 10:30 AM–11:30 AM
Keywords: Resource Planning Models
Next Generation Academic Toolsets for Enrollment, Revenue, and Student Outcomes
Presenters: Sheri Austin, Director University Budgets, University of Florida; Marie E. Zeglen, Assistant Provost & Director/Institutional Planning & Research, University of Florida
Higher education institutions are facing resource challenges as markets become globally competitive and accountability standards grow more intense. In successful institutions, academic administrators must be able to quickly adjust strategy, deploy new programs, and promote student learning and graduation. Often, existing toolsets fall short in identifying problems or trends in time for effective change. This presentation will demonstrate and engage the audience in using "next generation" toolsets for nimble tracking of enrollments, revenue and student success.
TAGS: Performance Measures; Institutional Research; Budget Planning; Students

Tuesday, July 22, 2008, 1:00 PM–2:00 PM
Keywords: Resource Planning Models
"Non-Profit" Does NOT Mean "Lose Money"
Presenters: Clint Ewell, Executive Director/ Planning, Budget & Institutional Research, Central New Mexico Community College; Kate Moore, Financial Officer, Provost & Academic Affairs, University of New Mexico
UNMG and CNM have performed Profit/ Subsidy analyses by college, by program, by class, and by instructor. By connecting revenue generation to expenditures, these analyses have improved decision-making. Understanding that some programs are profitable while some require subsidy, the presenters advocate making conscious subsidy (investment) choices that are in alignment with the institution's Mission, Vision and Strategic Plan.

Specific applications of this Profit/ Subsidy model include: resource reallocation, class cancellation, new program expansion, scheduling, staffing, non-capital equipment purchases, and lobbying.
TAGS: Budget Planning; Performance Measures; Integrated Planning; Institutional Research; Research and Teaching Focused Institutions

Tuesday, July 22, 2008, 3:30 PM–4:30 PM
Keywords: Theory and Approaches combined w/ A7
Reacting to the Past or Planning for the Future
Presenters: Harvey H. Kaiser, President, Harvey H. Kaiser Associates, Inc; Peter D. Zuraw, Assistant Vice President/Management & Planning, Wellesley College
The academic institution's long struggle with inadequate resources and deferral of investment in its capital infrastructure is well documented. The efforts to assess existing conditions, keep pace with academic program change, pinpoint capital costs, struggle to finance them, and create tools to sustain the effort going forward are familiar topics if not activities. This is the story of an innovative facilities (not master) planning project partnership at Wellesley College in 2006 and 2007 and the lessons learned...so far. Of particular focus will be the role of he institution in leading any process, the importance of conceiving of this work as a process and not a task to be implemented, and some new thining on linking deferral/conditions/needs assessment thinking with the critical areas of modernization and program growth/change.

It is hoped that during this presentation most time will be spent in conversation between the presenters themselves and with the audience in open discussion.
TAGS: Budget Planning; Facility Design; Partnerships; Decision Making; Small Private

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, 9:45 AM–10:45 AM
Keywords: Resource Planning Models
Visualizing Change and Risk
Presenters: John R. Curry, Managing Director, Higher Education and Healthcare Practice, Huron Consulting Group; William F. Massy, President, Jackson Hole Higher Education Group
The presenters will describe the state of the art in visualizing the quantitative implications of strategic planning scenarios, and engage participants in an interactive planning exercise using their new Excel-based simulation platform. Topics will include modeling the resource requirements and financial consequences of alternative scenarios, building risk into the models, and visualizing and interpreting results. The emphasis on practice will be informed by the presenters' extensive experience as senior university planners as well as model builders.
TAGS: Integrated Planning; Simulation; Budget Planning; Institutional Research