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.
TAGS: Institutional Research; Performance Measurement; Academic Planning
Cost: $185US

Saturday, July 19, 2008, 8:30 AM–5:00 PM
Academic Unit Integrated Planning–A SCUP Foundation Workshop
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.
TAGS: Academic Planning; Budget Planning
Cost: $285US

Saturday, July 19, 2008, 8:30 AM–5:00 PM
Creating a Sustainable Campus Community Through Integrated Planning–A SCUP Foundation Workshop
Presenters: Dale Braun, Campus Planner, University of Wisconsin-River Falls; Kelly D. Cain, University of Wisconsin–River Falls
Audience: This workshop is for any campus planner, organizer or administrator who is beginning to develop and integrate sustainability as a core value into their campus planning process.

Wonder how to get past those 'showstopper' comments and onto the real work of creating sustainable practices that bring inter- and intra-campus communities together? Sustainability-focused institutions recognize that success lies in developing an integrated strategy 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 workshop looks at a case of sustainable communities, the core ideas of sustainable communities, and the questions to ask in order to identify blocks and connect with others who want to move sustainability forward. Learn about the role that campus functions play within a sustainable community, best practices of long-term integrated sustainability planning, and gain new ideas for immediate campus action. You will build your understanding of:

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

2. The drivers behind sustainable communities, e.g., climate, peak oil, water, socio-economic disparity, etc.

3. Potential resources a campus can utilize to answer identified needs, and key pieces of the planning process

4. How to bring together key individuals into the planning process

Workshop includes workbook, continental breakfast, lunch, and refreshments.
TAGS: Sustainability; Integrated Planning
Cost: $285US

Saturday, July 19, 2008, 8:30 AM–5:00 PM SOLD OUT (waitlist available)
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.
TAGS: Integrated Planning; Academic Planning; Budget Planning; Facility Design; Student Services
Cost: $285US

Saturday, July 19, 2008, Noon–5:00 PM
Integrated Transportation-Land Use Planning Tools for College Campuses
Presenters: Thomas Adler, President, Resource Systems Group; Robert Chamberlin, Managing Director, Resource Systems Group; Robert Penniman, Executive Director, Campus Area Transportation Management Association, Inc; Linda E. Seavey, Director/Campus Planning Services, University of Vermont; Joanna L. Whitcomb, Planner/Planning, Design & Construction, Dartmouth College; Erica Wygonik, Senior Associate, Resource Systems Group
Audience: Campus and university planners, developers, designers, and architects. Campus administrators who guide travel management initiatives and board policy will also find it helpful.

As more stringent environmental laws have come into effect, university-generated traffic and parking impacts have become the focus of increasingly more sophisticated neighborhood groups. This workshop uses the University of Vermont and Dartmouth College as case studies for the evolution of campus master plans that manage travel and parking to a high degree to minimize their impacts on public infrastructure and adjacent neighborhoods. Learn about the analytical tools and community outreach mechanisms used to develop travel and parking management plans, and to convey those plans to an often skeptical public. Learn four tools/processes to improve your master planning and to sell your plans to the public. You will also learn:

1. Preference surveying to determine the attributes necessary to induce participation in a travel management program

2. Computer traffic simulation

3. Estimating environmental impacts (greenhouse gas emissions of alternative plans)

4. Participation in a Transportation Management Association. Peer-to-peer exchanges will solidify this value by providing additional information from practitioners on what has been successful and unsuccessful in this area.

Analytical tools such as computer simulations, stated preference modeling, and greenhouse gas estimations will become mainstay approaches to campus planning in the coming decade. Participants will gain a better understanding of state of the art tools and mechanisms for developing and following through on campus master plans.

Workshop includes workbook and refreshments. Grab an early lunch before the workshop!
TAGS: Sustainability; Partnerships; Town/Gown; Simulation; Master Planning; Transportation
Cost: $200US

Saturday, July 19, 2008, 1:00 PM–4:30 PM
Beginning Space Management: Understanding the Key Indicators of Space Use
Presenters: Ira Fink, President, Ira Fink & Associates, Inc
Audience: Newcomers to 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 will focus primarily on the nomenclature used to address academic space needs and the metrics and indicators of space use and utilization. You will learn about:

1. The basic nomenclature of space management

2. How to assess the nature and size of the existing physical plant

3. How to identify the distribution of rooms (spaces) by their type of use, size, and assignment

4. How to use the National Center for Education Statistics room database coding system

5. How to create and use a room-by-room space database

Workshop includes workbook and refreshments.
TAGS: Space Management
Cost: $185US

Saturday, July 19, 2008, 1:00 PM–4:30 PM
Neighborhood Plans: Bridging the Gap Between Master Plan and Implementation
Presenters: Mark Cunningham, Director/Housing & Dining, University of California–San Diego; Barbara A. Maloney, Partner, BMS Design Group; Susan R. Peerson, Principal, Peerson + Design + Consult; Mark Reddington, Architect, LMN Architects
Audience: Campus planners and administrators, as well as consultants as all levels of campus planning.

The neighborhood plan is a plan for a subarea of a campus that creates a bridge between policy plans and campus facilities. From lessons learned at UC San Diego, this session will discuss the process used to develop a neighborhood plan to implement campus master plans, set priorities, and optimize resources. Understand how a successful neighborhood plan integrates physical planning, academic programs, capital planning and place making to inform decision-makers. You will learn:

1. How to organize for various kinds of master plans for the campus

2. How to structure an RFP/RFQ and what type of consultant team to select

3. Methods for ensuring a successful process

4. How to use the outcomes of the neighborhood plan in capital and academic planning and project design processes

5. Lessons that pertain to all levels of campus planning

Workshop includes workbook and refreshments.
TAGS: Master Planning; Integrated Planning;
Cost: $185US

Sunday, July 20, 2008, 8:00 AM–1:00 PM
Building "Smart" Global Partnerships: Innovation for a New Era
Presenters: Linda L. Baer, Senior Vice Chancellor/Academic & Student Affairs, Minnesota State Colleges and Universities; Ann Hill Duin, Associate Vice President & Associate CIO, University of Minnesota-Twin Cities
Audience: Campuses interested in expanding their creative capacity for developing global partnerships through innovation, collaboration, use of metrics, and use of networking technologies.

The new era of global higher education requires organizations that are capable of changing themselves in flexible and adaptable ways as they partner in establishing global knowledge-based hubs where programs are co-created and shared. Thriving organizations in this global landscape will systematically build the capacity, structural characteristics, leadership competencies, and innovation strategies to initiate, implement and sustain change agendas. This workshop will guide you in building "smart" global partnerships through:

1. An understanding of the next generation of global higher education

2. The process of adoption and diffusion of new ways of doing business

3. The establishment of metrics and measures that build upon leading indicators

4. Expanded use of networking technologies

Innovative global higher education partnerships will be showcased along with case studies of how are higher education systems and a state university using this framework to expand their creative capacity for developing global competencies for their students.

Workshop includes workbook, continental breakfast, and refreshments.
TAGS: International Planning Models; Performance Measurement; Technology; Partnerships
Cost: $200US

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.
TAGS: Master Planning; Budget Planning
Cost: $200US

Sunday, July 20, 2008, 8:00 AM–1:00 PM
Planning for Science: Concepts, Issues and Approaches
Presenters: Robert E. Nalls, Principal, Nalls Architecture; Gregory L. Sibley, Associate Principal, R. G. Vanderweil Engineers LLP; Douglas E. Williams, Director, Planning & Design, Main Line Health System
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. Concepts will be aimed at those with a working grasp of planning but limited experience in the issues of science.

Advances in technology continually change 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 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. Within the unique context of science facilities, you will become familiar with, and improve your understanding of:

1. Determining appropriate space allocations

2. Developing conceptual budgets

3. Producing appropriate space relationship concepts

4. Integrating sustainability without compromising safety; and

5. Unique aspects of planning for science

Workshop includes workbook, continental breakfast, and refreshments.
TAGS: Learning Space Design; Science Teaching and Research; Technology; Student Learning
Cost: $200US

Sunday, July 20, 2008, 8:00 AM–1:00 PM
Sailing the Ship of Campus Construction: Keeping Projects on Course
Presenters: Frances M. Gast, Consultant,; Celia M. Kent, Director/FAS Planning Office, Harvard University; Debi Lacey McDonald, Architect, Architecture/Interior Design/Planning, DiMella Shaffer
Audience: Institutional professionals, design and engineering consultants, and builders. Campus planners, facilities and project managers, business officers and deans (individually or, even better, in teams) will find the analytic tools and organizational skills useful.

What can campus leaders and their design and construction partners do to realize their facility goals, and avoid costly and consequential missteps? Complex facility projects are difficult journeys. The natural momentum of construction projects can fuel fund raising, engage campus constituencies, and inspire great design. In this workshop, you will explore and practice the planning and organizational skills that teams can develop early to manage the inevitable storms that send us off course. The strategies that carry us through are less technical than organizational and team-focused: setting realistic priorities; creating a high-functioning project team; resolving conflicts; challenging assumptions; asking questions. This workshop will enable participants to hone their skills, and to take home a kit of practical tools and strategies to help project teams excel.

Learn how to:

1. Identify early project pitfalls such as collective over-optimism, programming for yesterday, and conflicting goals and agendas

2. Use a "tool-kit" of diagnostic, analytic, team-building and organizational skills to educate others and to model behaviors that can improve project success

3. Be a reflective practitioner and learn from what goes wrong

4. Build from the organizational leadership roles that support better planning and construction outcomes

Workshop includes workbook, continental breakfast, and refreshments.
TAGS: Project Management; Collaboration; Decision Making
Cost: $185US

Sunday, July 20, 2008, 8:30 AM–Noon
Integrated Metrics for Instructional Spaces
Presenters: Watson Harris, Director/Academic Technology Planning & Projects ADA Campus Coordinator, Middle Tennessee State University; Lisa H. Macklin, Principal, Comprehensive Facilities Planning, Inc
Audience: Beginning and experienced architects, space planners, campus planners, administrators, registrars, and academic planners interested in understanding classroom use and scheduling, and understanding internal processes of higher education.

This workshop provides an integrated approach to analyzing instructional spaces to help you create effective learning environments. Instructional spaces are the smallest percent of the total square feet of campus space, yet they are of prime importance to students and faculty. An integrated approach to any space analysis is necessary because the data and responsibility for instructional spaces are shared among many departments. Moving the institution toward sharing the data and speaking a common language is a key. Measures such as time and station utilization are commonly known, but are sometimes viewed too simply. You will:

1. Learn how to dissect these measures to increase their value for decision-makers

2. Gain a comprehensive, collaborative learning experience, including group analysis and decision-making using institutional data and laptops

Workshop includes workbook, continental breakfast, and refreshments.
TAGS: Space Management; Performance Measurement
Cost: $185US

Sunday, July 20, 2008, 8:30 AM–Noon
Real-Estate Partnerships as a Funding, Development, and Revitalization Tool for the Campus
Presenters: Edwin D. Datz, Executive Director, Real Estate, University of Pennsylvania; 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.
TAGS: Partnerships; Budget Planning; Town/Gown
Cost: $185US