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SCUP's Annual International Conference and Idea Marketplace
SCUP–44
Values and Vision
Create the Future

July 18–22, 2009   Portland, OR (USA)

Concurrent Sessions Proceedings

Monday, July 20, 2009, 10:00 AM–11:00 AM
Building the Plane in the Air: Changing a Campus Culture While Integrating Vision, Budget and Program Review
Presenter(s): Mary Jane Brukardt, Special Assistant to the Chancellor for Strategic Planning, University of Wisconsin-Eau Claire; Stephanie Jamelske, Budget Officer, Academic Affairs, University of Wisconsin-Eau Claire; Andrew Phillips, Associate Vice Chancellor/Academic Affairs, University of Wisconsin-Eau Claire

Creating the future requires linking a university’s aspirations to the daily work of faculty and staff. It’s not only about models or process. It’s also about people and fostering a campus culture that makes integration possible. This session will outline a change process to create an institution-wide vision, an integrated budget model and comprehensive program and service review. It will outline a change toolkit and provide the opportunity for participants to discuss specific challenges with the presenters and session colleagues.

Learning Outcomes:

1. Learn the 10 Commandments for culture change.
2. Discover a toolbox of tactics for addressing campus culture issues.
3. Explore models for planning, budgeting and program review using a public, regional university that pursued integration in an accelerated, two-year timeframe.

TAGS: Public Research, integrated planning, Budget, Change Management

Continuing Education Credits:
CM 1.0 unit
CPE 1.0 unit; Field of study: Communications


Monday, July 20, 2009, 10:00 AM–11:00 AM
Collaborative Design – Tools & Techniques for Meaningful User Input
Presenter(s): Becca Cavell, Principal, THA Architecture Inc; Elaine Jones, Assistant Dean, Finance & Operations, University of Oregon; Christopher Ramey, University Architect and Associate Vice President, University of Oregon

The University of Oregon seeks broad user collaboration for all its projects, and works to engage building users in meaningful and jargon-free discussions about proposed design projects using a visioning approach known as “patterns”. For the recent College of Education project, the design team actively embraced the use of “patterns” AND developed a series of techniques designed to provide interactive tools, to help user participants describe their vision for the project. Attendees will be able to assess the effectiveness of this approach and will learn how to apply these simple techniques to their own projects.

Learning Outcomes:

1. Assess the effective use of “patterns” to establish a set of jargon-free values that can guide the outcome of design projects.
2. Employ simple techniques that directly engages participants in the design process.
3. Acquire ways to involve and engage large numbers of users in the design process to broaden “ownership” of the final product.

TAGS: Theory and Research, Learning Space Design

Continuing Education Credits:
AIA 1.0 unit
CM 1.0 unit
CPE 1.0 unit; Field of study: Management Advisory Services


Monday, July 20, 2009, 10:00 AM–11:00 AM
Creating a New Future-For a Country
Presenter(s): Russ Drinker, Principal, Perkins+Will; Scott Williams, Associate Principal, Perkins+Will

International projects showcase how new universities support national strategic goals. In Saudi Arabia, the new 40,000-student Riyadh University for Women will provide undergraduate education in 10 colleges, and graduate education in 5 areas of Health Sciences. In Singapore, a new 700,000 gsf National University of Singapore campus will be a global, multi-cultural, multi-disciplinary research magnet for NUS students as well as those of MIT and other universities. This presentation will describe these groundbreaking projects with ambitious academic and sustainability goals.

Learning Outcomes:

1. Discuss how regional and global dynamics have influenced academic planning in Singapore and Saudi Arabia, and planning by universities in the US and other countries.
2. Identify sustainable design strategies in very diverse climates.
3. Discuss research laboratory and health sciences educational facility design.

TAGS: International, Sustainability, Master/Campus Planning

Continuing Education Credits:
AIA 1.0 unit
CM 1.0 unit
CPE 1.0 unit; Field of study: Finance


Monday, July 20, 2009, 10:00 AM–11:00 AM
Creative Financing for a Town and Gown Partnership
Presenter(s): Richard Friedson, Principal, Friedson Studio; Jay Kahn, Vice President /Finance & Planning, Keene State College; Jay Lenhardt, Director, CSL International

With fund-raising becoming more difficult, it has become especially challenging for colleges and universities to engage in much needed building projects. Thus, institutions are seeking creative methods to beat the funding gap. This session illustrates how Keene State College, the City of Keene, the State of New Hampshire, and local businesses developed an innovative partnership and utilized creative financing mechanisms to plan a new “off-campus” multipurpose field house and ice arena for the college and the community.

Learning Outcomes:

1. Form town-gown facility partnerships around shared goals.
2. Identify multiple funding streams and ownership models.
3. Discover efficiencies when sharing common spaces.

TAGS: Town/Gown, Small Public, Capital Financing, Recreational Facility

Continuing Education Credits:
AIA 1.0 unit
CM 1.0 unit
CPE 1.0 unit; Field of study: Social Environment of Business


Monday, July 20, 2009, 10:00 AM–11:00 AM
Designing a Place for 21st Century Engineering: The WSU College of Engineering and Architecture Precinct Plan
Presenter(s): Dennis McFadden, Design Principal, CO Architects; M. Grant Norton, Associate Dean, Research & Graduate Programs, Washington State University; Kirk Pawlowski, Assistant Vice Provost, Capital & Space Planning Office, University of Washington

This session explores the master planning process that was used to focus the interdisciplinary vision of the WSU College of Engineering and Architecture, to transform its campus precinct and to prioritize land use and future capital expenditures. The resulting physical plan addresses the repurposing and replacement of existing structures, implementation and phasing, new connections between buildings, pedestrian and vehicular traffic separations, and open space linkages between the steeply sloping precinct and other parts of the campus and downtown.

Learning Outcomes:

1. Discover how collaborative master planning addressed academic vision, recruitment and retention, land use policy and capital expenditure priorities.
2. Discuss forces transforming engineering education and research, and the impact of these changes on facilities and planning.
3. Demonstrate how loosely related buildings on a sloping site can be integrated into a coherent campus precinct that manifests an academic vision.

TAGS: Large Public Research, Master Planning, Facility Type_Architecture, Facility Type_ Engineering

Continuing Education Credits:
AIA 1.0 unit
CM 1.0 unit
CPE 1.0 unit; Field of study: Management Advisory Services


Monday, July 20, 2009, 10:00 AM–11:00 AM
Integrating Bicycle Transportation Into Your Green Campus Plan
Presenter(s): Steve Sanders, Bicycle Coordinator , University of Minnesota - Parking Services; Rolf Scholtz, DERO Bike Rack Co; Ian Stude, Transportation Options Manager, Portland State University

This session explores ways to encourage bicycle transportation on campus and increase bicycle mode share as a safe and viable alternative. It draws on lessons learned from other US campuses, including leveraging grant money available for alternative transportation, physically planning for the current surge in campus bike traffic, measuring mode share shifts, creating multi-modal bike transportation plans and, especially, leading the way out of the car culture through non-orthodox methods such as bike-share, campus bike fleets and campus bike centers.

Learning Outcomes:

1. Discover how to leverage grant money available for alternative transportation.
2. Identify how to physically plan for increased bike traffic and parking issues on campus.
3. Determine how to create a multi-model bike transportation plan (bikes on buses, bike share, etc).

TAGS: Sustainability, Performance Measurement, Transportation

Continuing Education Credits:
AIA/HSW/SD 1.0 unit
CM 1.0 unit
CPE 1.0 unit; Field of study: Social Environment of Business


Monday, July 20, 2009, 10:00 AM–11:00 AM
Princeton After the Plan: Challenges, Successes, and Lessons of Implementation One Year Later
Presenter(s): Neil Kittredge, Partner & Director, Urban Design & Planning, Beyer Blinder Belle Architects & Planners LLP; Natalie Shivers, Associate University Architect, Princeton University

The 2008 SCUP award jury commended the Princeton Campus Plan’s infill strategy, which balanced development with the historic, park-like character of the campus. The seemingly paradoxical objectives were met in plan through ambitious redevelopment proposals. But were they met in practice? One year later, has the plan survived challenges of fiscal constraints, design changes, community concerns, and institutional practices? This session will explore the collaborative post-planning implementation strategies that have kept the initial vision alive despite the odds.

Learning Outcomes:

1. Discover how to anticipate the challenges of realizing a comprehensive campus plan and how to navigate the complex process of implementation.
2. Discover how to maintain strategic long-range planning goals in the face of short term budget and design constraints.
3. Build collaborative efforts with a wide cross-section of the university community to ensure consensus around key ideas and foster change in longstanding practices;

Continuing Education Credits:
AIA 1.0 unit
CM 1.0 unit
CPE 1.0 unit; Field of study: Social Environment of Business


Monday, July 20, 2009, 10:00 AM–11:00 AM
Student Housing Markets: Analysis Precedes Design<br><font size="-1">***This session does not yet have Proceedings files </br></font size>
Presenter(s): Ira Fink, President, Ira Fink and Associates, Inc.

All campuses require insight into the rapidly changing market conditions for student housing and the needs of students who seek a place to live. Measuring housing demand before campuses decide to build or renovate necessitates comprehensive student housing market analyses. This session demonstrates how such an analysis can integrate information on changes in student demographics, economics, and attitudes. By distilling the best methods from successful studies conducted at 40 universities, this session guides campuses in planning and forecasting their student housing future.

Learning Outcomes:

1. Identify the many separate and identifiable student housing sub-markets that exist on your campus.
2. Discuss how meeting the needs of each housing sub-market is necessary to maintain an effective and economically viable housing program and learning environment.
4. Conduct basic market analysis to inform renovation of existing housing or building of new facilities.

TAGS: Trends, Demographics, marketing, Facility Type_Residence Halls

Continuing Education Credits:
AIA 1.0 unit
CM 1.0 unit
CPE 1.0 unit; Field of study: Marketing


Monday, July 20, 2009, 10:00 AM–11:00 AM
Sustaining Small Colleges: Using Models in an Integrated Planning Process
Presenter(s): Sue Gaylor, Vice President, Planning, Lycoming College

Small private colleges are particularly susceptible to their external forces due to their dependence on tuition revenue and their modest endowments. Many small private colleges are already facing operating deficits that require increased endowment spending or additional debt to balance the budget. This presentation will provide an example of an integrated planning approach that relies on budget, enrollment and residential models to assist small colleges in anticipating problems and making proactive planning decisions rather than reacting to external factors.

Learning Outcomes:

1. Discover a successful planning approach that can be applied to other institutions.
2. Discuss how budget and planning tools can be incorporated into an institution’s decision-making process.
3. Assess planning tools that can help institutions make difficult decisions prior to a crisis, so that planning is proactive rather than reactive.

TAGS: Small Private Liberal Arts, integrated planning, Budget

Continuing Education Credits:
AIA 1.0 unit
CM 1.0 unit
CPE 1.0 unit; Field of study: Management Advisory Services


Monday, July 20, 2009, 10:00 AM–11:00 AM
The Future Now - How is BSU’s Interactive Learning Center Working?
Presenter(s): Benjamin Hambelton, Director, Academic Tech, Boise State University; Alec Holser, Principal, Opsis Architecture; Douglas Suddreth, Senior Project Manager, Architectural & Engineering Services, Boise State University

BSU’s ILC represents a significant step in developing a hybrid learning environment for both 21st Century interactive education – part classroom building, part union, part technology center. Now running for over a year, the design team will present a post-occupancy evaluation focused on how successfully the facility is fulfilling its goal to bring together both formal and informal learning in a dynamic multilayered facility. Using on site and web-based user interviews coupled with in use video studies, the team will tell all that is and isn’t working.

Learning Outcomes:

1. Recognize how strong planning and visioning sets the stage for each subsequent planning step.
2. Recognize how a "hybrid" facility can contain key program elements mixing up what has traditional expectations for classroom buildings, libraries, computer labs, and student unions.
3. Use an analysis of web-based post-occupancy evaluation to see how the facility is living up to its goals.

TAGS: Large Public Comprehensive, Learning Space Design, Theory and Research, Facility Type_Learning Commons

Continuing Education Credits:
AIA 1.0 unit
CM 1.0 unit
CPE 1.0 unit; Field of study: Management Advisory Services


Monday, July 20, 2009, 10:00 AM–11:00 AM
The Measurable Impact of Vision Statements <br><font size="-1">This session does not yet have proceedings files</br></font size>
Presenter(s): Nate Goore, Principal, MKThink; Alesha Kientzler, Executive Director, St. Helena Center for Health, St. Helena Hospital

As our institutions plan for the future, we talk a lot about “vision.” But what impact do vision statements have on tangible measures of institutional success such as student achievement, academic leadership, and financial stability? MKThink analyzed the vision statements used by over 100 colleges and universities over the past fifty years and correlated attributes of these statements with measures of institutional performance. The results are intriguing. Institutional leaders will learn how to apply lessons learned to their institutions.

Learning Outcomes:

1. Recognize the long-term impact and value of vision statements.
2. Construct a truly influential vision statement and avoid the common errors that result in low-impact visions.
3. Integrate an historic perspective to your overall planning efforts.

TAGS: Theory and Research, Performance Measurement, Vision Statements

Continuing Education Credits:
AIA 1.0 unit
CM 1.0 unit
CPE 1.0 unit; Field of study: Communications


Monday, July 20, 2009, 1:15 PM–2:15 PM
A Collaborative Strategy for Optimizing Learning Environments
Presenter(s): Catherine Alkenbrack, Associate Director, Facilities & Capital Planning, University of British Columbia; Justin Marples, Director, Classroom Services, University of British Columbia

This presentation explores a ten year process to optimize UBC's learning environments. The Classroom Services unit, charged with the administration and development of learning space on campus, worked with Facilities & Capital Planning to plan an integrated, collaborative process in which the definition of learning environments and 'where learning happens' was explored and significantly expanded. An integrated planning strategy, involving many learning space components and their attendant required funding plans, was developed. The achievements, challenges and evolution of this ongoing process will be presented from a ten year perspective.

Learning Outcomes:

1. Examine an integrated, collaborative model by which learning environments can be continuously improved in an ongoing way.
2. Discuss the challenges and pitfalls overcome in developing and implementing this integrated, collaborative model.
3. Assess financial strategies combined with implementation strategies to improve and sustain campus learning environments.

TAGS: integrated planning, Large Public Research, Renovation, Learning Space Design

Continuing Education Credits:
AIA 1.0 unit
CM 1.0 unit
CPE 1.0 unit; Field of study: Management Advisory Services


Monday, July 20, 2009, 1:15 PM–2:15 PM
Cloud Computing: Will It Rain or Shine on Campus IT?
Presenter(s): Colin Currie, Director, Administrative Information Services, Princeton University

In the next several years most institutions will begin replacing core IT systems and functions with outside services. “Cloud computing” is the new buzzword that describes this trend. A number of schools have begun by shifting support for e-mail to outside vendors. Far more -- including core administrative systems -- is on the way. This presentation will be based on my article “Painting the Clouds,” part of a cover story series in the November/December issue of Educause Review, which describes this phenomena and the impact it will have on higher education computing.

Learning Outcomes:

1. Assess the benefits of cloud computing, outsourcing, and software-as-a-service (SaaS).
2. Predict how these trends will impact campus computing.
3. Consider the importance of institution-wide project governance in order to benefit most from this new approach to computing.

TAGS: Technology, Trends, Cloud Computing

Continuing Education Credits:
CM 1.0 unit
CPE 1.0 unit; Field of study: Computer Science


Monday, July 20, 2009, 1:15 PM–2:15 PM
Flexible Planning: Rethinking the Past for a Better Future at SPSCC
Presenter(s): Jane Hendricks, Principal, SRG Partnership, Inc.; Barney Mansavage, Senior Associate, SRG Partnership, Inc.; Nancy McKinney, Vice President for Administrative Services, South Puget Sound Community College

Planning for change is a campus constant, and master plans should be living documents that respond to change. But what happens when a leadership change occurs in parallel with a master plan update, and the process questions projects already poised for implementation? Campus and facilities planners will learn how South Puget Sound Community College faced these issues in a master plan update intended to encompass basic updates to its growing main campus, as well as planning a new sister campus.

Learning Outcomes:

1. Discover tools to evaluate when new planning ideas are important/relevant - not just new.
2. Identify ways to bridge administration changes.
3. Explore tools on consensus building, and creating ownership from campus stakeholders and partners.

Continuing Education Credits:
AIA 1.0 unit
CM 1.0 unit
CPE 1.0 unit; Field of study: Management Advisory Services


Monday, July 20, 2009, 1:15 PM–2:15 PM
Great Facilities and Cost Planning: Finding the Tipping Point
Presenter(s): Ned Collier, Principal, Perry Dean Rogers | Partners Architects; Gavin English, Operations Director & Estimating Manager, Faithful + Gould; Richard Jones, Associate, Perry Dean Rogers | Partners Architects

In design and construction projects, institutional clients struggle to find the tipping point between great facilities and budget challenges. In our ongoing research effort to develop reliable cost control methodologies, we have found that establishing granular cost controls coincident with programming and conceptual design is paramount to managing cost. Without this proactive approach value engineering is reactive; always one cycle behind in the iterative design process. Through case studies, we will share comparative cost analysis and estimating approaches, and discuss their impact on quality of facilities and design process.

Learning Outcomes:

1. Develop criteria to evaluate the tipping point between cost controls and facility needs.
2. Discover how to achieve cost management through a proactive, systemic, granular estimating approach.
3. Learn to integrate cost controls with conceptual design, programming, and master planning.

TAGS: Theory and Research, Cost Analysis, Budget, Facilities Design

Continuing Education Credits:
AIA 1.0 unit
CM 1.0 unit
CPE 1.0 unit; Field of study: Management Advisory Services


Monday, July 20, 2009, 1:15 PM–2:15 PM
Green Guerrilla Planning: Targets of Opportunity
Presenter(s): Richard Martin, Principal Sustainabilty Analyst, Syracuse University

A look at the informal sustainability planning approach being used at Syracuse University. While sustainability staff work to prepare a formal, "top-down" carbon neutrality plan for campus, that same staff works with members of other departments to identify and implement "bottom-up" efforts to save energy, reduce emissions, and save money. Suitable for anyone concerned about campus environmental or economic sustainability. Attendees will learn how (and why) the guerrilla approach works, and how to do something similar on their own campuses.

Learning Outcomes:

1. Discover how to identify and empower sustainability guerrillas across campus, so that they can identify targets of opportunity.
2. Describe ways to disable roadblocks to sustainability improvement.
3. Build the momentum that makes green guerrilla action easier over time.

TAGS: Integrated Sustainability Planning, Large Private Research

Continuing Education Credits:
AIA/HSW/SD 1.0 unit
CPE 1.0 unit; Field of study: Communications


Monday, July 20, 2009, 1:15 PM–2:15 PM
Imagining Innovative Academic Programs: From Faculty Development to Curricular Innovation
Presenter(s): Lauren Bowen, Associate Academic Vice President for Academic Programs and Faculty Diversity, John Carroll University; Nicholas Santilli, Associate Academic Vice President, Planning, Assessment & Institutional Effectiveness, John Carroll University

Despite fiscal constraints and enrollment challenges, John Carroll University has managed to foster a climate of academic innovation leading to the development of sustainable academic initiatives. This presentation will include a summary and analysis of how this institution has used existing funding streams to create and sustain innovative mission-based academic programming. Session participants will engage in interspersed tasks and small group discussions focused on planning and implementation strategies designed to leverage existing institutional assets to effect curricular change.

Learning Outcomes:

1. Identify existing institutional assets needed to create and sustain academic initiatives.
2. Develop a planning process for the cultivation, development and implementation of mission-based academic initiatives.
3. Examine strategies for collaboration across divisions, and link emerging academic initiatives with institutional mission, vision and values.

TAGS: integrated planning, Private Comprehensive, Academic Planning, Theory and Research

Continuing Education Credits:
CM 1.0 unit
CPE 1.0 unit; Field of study: Social Environment of Business


Monday, July 20, 2009, 1:15 PM–2:15 PM
Integrated Planning—A Must in the Time of Economic Uncertainty
Presenter(s): Philip Stack, Associate Vice President, Risk Management Services, University of Alberta

Integrated planning—the linkage of academic, capital and financial planning is vital to any post-secondary institution if it is to be strategic in its decision making and effective in its resource utilization. Factor in a global economic crisis and the need for integrated planning becomes absolutely essential. This session will provide a high level overview of integrated planning and will address the organizational fundamentals of implementing an integrated planning framework.  It will then offer specific examples of how the framework can be used to assist an institution in not only responding to rapidly changing economic conditions, but to emerge even stronger and better positioned in terms of academic priorities, capital planning, and financial sustainability.

Learning Outcomes:

1.    Identify the fundamentals of integrated planning.
2.    Discover why academic and capital planning are so important during economic uncertainty.
3.    Discuss examples of where such an approach has made a difference in terms of an institution’s academic, capital and financial priorities. 
4.  Discover ways to integrate capital planning on a campus with other strategic planning initiatives.

Continuing Education Credits:
AIA 1.0 unit
CM 1.0 unit
CPE 1.0 unit; Field of study: Social Environment of Business


Monday, July 20, 2009, 1:15 PM–2:15 PM
Make Your College Campus More Comfortable by Applying Urban Design Principles
Presenter(s): Craig Flandermeyer, Landscape Architect, Associate, Schmidt Associates, Inc; Sarah Hempstead, Project Manager & Principal, Schmidt Associates

Sixty percent of college-bound students report visual environment as the most important factor in choosing a college. That’s why a first impression is so critical for visiting students and their families. This session explores results of a study applying urban design principles to college campuses to measure their comfort elements. The four necessities are: people, balance, convenience, and interaction; without one of the four, a space will never feel comfortable.

Learning Outcomes:

1. Apply urban design concepts from the text City Comforts, How to Build an Urban Village, by David Sucher (2003) to college campus planning.
2. Discover how to include the four necessities for comfort (people, balance, convenience and interaction) into your campus planning or improvements.
3. Recognize how the “feel” of a campus contributes to that instant impression that influences the choice of a college.

Continuing Education Credits:
AIA 1.0 unit
CM 1.0 unit
CPE 1.0 unit; Field of study: Marketing


Monday, July 20, 2009, 1:15 PM–2:15 PM
New Generation Learning Environments for the Health Sciences
Presenter(s): Jonathan Kanda, Senior Associate, CO Architects; Scott Kelsey, Principal, CO Architects

In response to rapid changes in healthcare delivery, initiatives are underway both nationally and internationally to build new health science programs and facilities that will educate the next generation of doctors, nurses, pharmacists, and allied health professionals. This presentation explores the range of contemporary learning environments which support emerging curricula, technologies and pedagogies that emphasize team-based healthcare and hands-on learning.

Learning Outcomes:

1. Identify how curricular changes in the health science education impact traditional learning spaces and foster new competency-based environments.
2. Discuss how the need for student support spaces impact the character, quality, and space model for the health sciences education facilities.
3. Discuss how traditional and emerging learning spaces are organized to accommodate interdisciplinary practice and leverage space utilization.

TAGS: Learning Space Design, Facility Design Science/Health Care, Student Learning

Continuing Education Credits:
AIA 1.0 unit
CM 1.0 unit
CPE 1.0 unit; Field of study: Social Environment of Business


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