Workshops

Prerequisite: Step I of the Planning Institute

The second in SCUP's three-step Planning Institute, Step II is a two-day workshop that uses the SCUP Walnut College case study as the basis for practicing an integrated planning process that results in a plan reflecting the collaboration of all functional areas at Walnut College. In the process of creating the plan, participants will gain a deeper understanding of the needs and issues confronting key functional areas on campus during a planning initiative. In particular, the intersection of academic, resource/budget, and facilities planning defines a nexus for learning specific planning tactics. Each phase of an integrated planning process is accompanied by the application of core content to Walnut College. Throughout the workshop, the role of assessment in each planning phase is highlighted as the extension of the principles of evidence-based planning presented in Step I. Prerequisite: Step I: Foundations of Planning in Higher Education.

Workshop is two full days. Participants must attend both days. Includes workbook, continental breakfast, lunch, and refreshments.

Cost: $1,195 USD (covers both days of workshop, including workbook, continental breakfast, lunch, and refreshments for Friday and Saturday)

For program details, please visit: www.scup.org/page/profdev/pi/step2

This workshop explores financial planning concepts and models within a strategic planning framework. Successful campuses build operating budgets to support long-term goals while achieving short-term results. Reaching equilibrium despite fiscal challenges should not preclude investing in the institution’s future. Especially in turbulent times, higher education leaders need a flexible tool to understand how budget decisions made today relate to the budget opportunities of tomorrow. Participants will investigate one Excel-based model in-depth through hands-on exercises and discuss their own tools. A laptop is required for this workshop.

Cost: $265 USD (includes workbook, continental breakfast, and refreshments)

Participants in this full-day workshop will acquire an understanding of the fundamentals of planning, including political considerations, within the college, university, and community college settings. The fundamentals include how the planning function may be organized and executed in a range of institutional types. Participants will gain insights into how strategic planning can help institutions mobilize for action, aid in the effective allocation of resources, and gain competitive advantage. Participants 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 participants to apply new skills and knowledge acquired 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 of completion.

Cost: $295 USD (includes workbook, continental breakfast, lunch, and refreshments)

For program details, please visit: www.scup.org/page/profdev/pi/step1

Prerequisite: Step I of the Planning Institute

The second in SCUP's three-step Planning Institute, Step II is a two-day workshop that uses the SCUP Walnut College case study as the basis for practicing an integrated planning process that results in a plan reflecting the collaboration of all functional areas at Walnut College. In the process of creating the plan, participants will gain a deeper understanding of the needs and issues confronting key functional areas on campus during a planning initiative. In particular, the intersection of academic, resource/budget, and facilities planning defines a nexus for learning specific planning tactics. Each phase of an integrated planning process is accompanied by the application of core content to Walnut College. Throughout the workshop, the role of assessment in each planning phase is highlighted as the extension of the principles of evidence-based planning presented in Step I. Prerequisite: Step I: Foundations of Planning in Higher Education.

Workshop is two full days. Participants must attend both days. Includes workbook, continental breakfast, lunch, and refreshments.

Cost: $1,195 USD (covers both days of workshop, including workbook, continental breakfast, lunch, and refreshments for Friday and Saturday)

For program details, please visit: www.scup.org/page/profdev/pi/step2

As the concept of sustainability gains momentum and many universities commit to measurable environmental goals, planners are exploring strategies for integrating sustainability into the master planning process. One of the key challenges is incorporating measurable goals at a planning level when much of the required information and data are not readily available. This workshop will review emerging methodologies for evaluating environmental performance indicators and for integrating sustainability into a comprehensive master plan, with an emphasis on energy and emissions planning. Formal presentations, team exercises, and hands-on case studies will be used to investigate how an integrated planning approach can be achieved.

Cost: $295 USD (includes workbook, continental breakfast, lunch, and refreshments)

Now, more than ever, understanding space usage and integrating space planning components with an institution's academic priorities is critical for continued success. Solid planning practices must capture what is happening outside of an institution through environmental scanning, as well as through strategic and academic planning processes. Space management policies and guidelines must change and adapt as institutions focus on changing technologies, new ways of learning, interdisciplinary and collaborative relationships, and expanded service models for student success. This workshop will examine a variety of space planning topics, such as: identifying and interpreting key processes and data sources; discussing space utilization and management issues; reviewing guidelines by space type and their relevancy; and interpreting space needs' outcomes. Examples from community colleges to research universities will be used to illustrate space planning pitfalls and practices. Attendees will be presented with multiple planning scenarios using case studies and interactive group activities.

Cost: $295 USD (includes workbook, continental breakfast, lunch, and refreshments)

Participants in this workshop will bring their own institutional mission and draft strategic vision, meet other participants from a variety of institutional settings, and learn how to build a basic Strategy Map® for a Balanced Scorecard® approach. Using this draft Strategy Map®, participants will be able to return to campus with recommendations for taking next steps to implement this approach.

Cost: $195 USD (includes workbook and refreshments)

This evolving workshop explores tools for the planning, programming, and design of academic science facilities. Topics include: new pedagogical methods, lab utilization, lab formulas and calculations, lab components, impacts on infrastructure, sustainability, codes, and cost models. Three integrated planning exercises using theoretical projects will form the basis for the workshop. The first will focus on science teaching spaces. The second will emphasize science research space. The third will look at balancing programmatic needs with energy demands. Supplemental materials including definitions and guidelines will be supplied. Laptops are required for this workshop.

Cost: $265 USD (includes workbook, continental breakfast, and refreshments)

Workshop participants will engage in iterative discussions and exercises designed to explore how the concept of innovation can drive planning of 21st-century undergraduate learning spaces. We will connect the dots between: (1) what is known, from cognitive science research, about preparing today’s students as tomorrow’s innovators; (2) what is known, from theory and practice, about spaces that nurture such innovators; and (3) what we know and need to know about innovative approaches to planning such spaces. Attention will be given to language by which planning teams shape and communicate mental images of innovation spaces. Discussions will consider the characteristics of the creative thinker, practitioner, and leader—as learner as well as a member of a learning spaces planning team. The intent is to model and critique throughout the workshop innovative approaches for planning creative, collaborative, problem-solving spaces that are as innovative as the learners they serve.

Cost: $265 USD (includes workbook, continental breakfast, and refreshments)

Higher education is at the forefront of the sustainability movement. However, campus sustainability planning efforts are often separate from those of their home communities. To achieve long-term goals of climate neutrality and true sustainability, institutions must work in partnership with their communities. Learn how communities and campuses can identify common goals and development outcomes, create innovative partnerships, and leverage a broad range of resources for a shared sustainable future.

Cost: $195 USD (includes workbook, continental breakfast, and refreshments)

Note: This workshop only open to SCUP Planning Institute Graduates.

Integrated planning processes require cultural and operational changes on a campus. Each campus is unique in how it adapts its existing planning process to a more integrated model. Implementation can take a number of different paths, but needs to consider the organizational structure, the metrics for assessing decisions, and a consistent focus on communication. As higher education continues to evolve, integrated planning can help prepare a campus to be more innovative. This session addresses the use of innovation within the context of implementing an integrated planning process.

Cost: $100 USD (includes workbook, continental breakfast, and refreshments)

Financial and facilities managers are often confronted with the impossible task of managing facilities with inadequate resources. With endowment funds in decline, stretched donor pledge schedules, and the competitive pressures to minimize tuition increases, the traditional sources of paying for capital projects are increasingly compromised. Yet, buildings and infrastructure age, new programs and initiatives need space, competition for incoming students stiffens, code compliance can't be ignored, and you are constantly expected to do more with less. How do you know what capital work needs to be done and in what order? How do you pay for it? And how do you fold cycle maintenance planning, deferred maintenance phase-out, new construction, modernization and upgrades, and so on, into your prioritization? Then, how do you make your case to trustees, donors, lenders, government agencies, and other funders? And where do sustainability, historic preservation, information technology, and other complicating factors fit into your plan? This workshop will provide strategies and answers for effective capital program management.

Cost: $195 USD (includes workbook, continental breakfast, and refreshments)