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Planning for Higher Education Journal

Published
December 15, 2023

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Survival of the Financially Fittest

Leverage Strategic Decision-Making and Key Financial Metrics to Achieve Financial Stability

By: Aaron Meis, EdD, and Julee Gard, EdD

Leaders must look closely at financial trends that may reveal signs of trouble—in the short or immediate term—and have the courage to act to address them.

From Volume 52 Number 1 | October–December 2023

Abstract: This article explores a methodology for assessing and managing the financial viability of private, tuition-dependent institutions as well as institutional tactics and strategies used to improve their financial strength. The resulting model will help institutions understand the trends and predictive value of key financial metrics directly impacting their liquidity and operations and how senior leadership can drive change. Institutional examples illustrate how to engage senior leadership in strategic decision-making that includes assessment of revenue growth and/or expense management.

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Blog Post

Published
March 17, 2023

Cultivating 55+ Communities on Campus

Higher Education and Senior Living

By: Apryl Motley, CAE, SASM

To gain insight into the potential opportunities and obstacles university-based retirement communities (UBRCs) present for higher education, we turned to Andrew Carle, adjunct faculty member, senior living administration for Georgetown University’s Master of Science Program in Aging & Health.

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Conference Presentations

Published
October 28, 2019

2019 North Central Regional Conference | October 2019

Go Fast, Go Slow

Planning Early for Zero Net Energy

By: Amanda Bogner, Daniel Overbey

This session outlines a process for leveraging energy modeling early to gauge and clarify zero net energy (ZNE) feasibility and articulating the value proposition of high-performance design leadership. Come learn how to set meaningful energy targets, identify crucial design decisions, and demonstrate to stakeholders that setting ZNE goals is vital during procurement.
Abstract: Zero net energy (ZNE) is a formidable goal and one that is not easily grafted onto a project once the design is in progress. We will explain why it is necessary to evaluate ZNE opportunities before the request for proposal. This session outlines a process for leveraging energy modeling early to gauge and clarify ZNE feasibility and articulating the value proposition of high-performance design leadership. Come learn how to set meaningful energy targets, identify crucial design decisions, and demonstrate to stakeholders that setting ZNE goals is vital during procurement.

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Conference Presentations

Published
March 20, 2019

2019 Mid-Atlantic Regional Conference | March 2019

Innovative Data Tools That Support Capital and Facilities Planning

By: Julianna Carney, David DeBoer

In this session, we will discuss data strategies for capital and facilities planning that enable real-time mobile access to planning tools, automated project tracking, metrics, and building transparency in order to support the planning and execution process.
Abstract: Innovative leaders must promote and cultivate a data culture that informs decision making across an institution. In this session, we will discuss data strategies for capital and facilities planning that enable real-time mobile access to planning tools, automated project tracking, metrics, and building transparency in order to support the planning and execution process. Come learn about agile development of available open source tools that enable cost-effective data strategies, including automated processes, and the development and implementation of planning and execution tools.

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Planning for Higher Education Journal

Published
October 1, 1997

Facilities That Help Pay for Themselves

By: James T. Kienle

Are large, underused buildings a luxury that colleges can no longer afford?

From Volume 26 Number 1 | Fall 1997

Abstract: Reflects on the growing trend to link construction and renovation with income-producing schemes: conferences, institutes, receptions, lectures, and other special events organized by outside groups in need of appropriate facilities. Focuses in particular on retail and hotel accommodations and fitness facilities as primary vehicles for generating revenues.

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