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Webinar Recordings

Published
April 17, 2024

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Public Higher Education in Today’s Climate Crisis

With the frequency and intensity of extreme weather events continuing to increase across the country, the need for resilience planning is more critical than ever before.
Abstract: With the frequency and intensity of extreme weather events continuing to increase across the country, the need for resilience planning is more critical than ever before.

Numerous campuses across the California State University (CSU) system have direct experience with wildfires, extended drought, floods, extreme heat, public safety power shutoffs, hurricanes, and sea level rise. The CSU is currently working toward increasing resilience in response to catastrophic events through systemwide technical guidance resources on building and infrastructure design and retrofit. These extreme conditions further prompted the need for vulnerability assessments systemwide and coordinated climate resilience planning and investment activities.

Using the activities of CSU climate action and adaptation planning, Wallace’s SCUP Fellows project sought to achieve three (3) primary objectives:

Review planning documents and policies that consider climate resiliency governance versus climate resiliency implementation.
Identify key stakeholders to develop a primer for addressing and incorporating campus-community implementation priorities.
Raise awareness with the broader higher education planning community to collect feedback and share model practices.
Join 2022-2023 SCUP Fellow Tamara Wallace as she shares her findings to help you and your team proactively plan for climate change to mitigate risks, prevent damage, and ensure continued learning from lived experiences.

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Planning for Higher Education Journal

Published
March 20, 2024

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Financial Planning for Central Utility Plant Decarbonization

Divide and Conquer the Lift Across Different Funding Options

Vital stakeholder feedback and consensus from various university departments reveal the proper approach to building issues. Institutions such as the University of North Dakota used technical planning to produce well-informed financial modeling and right-sized financial plans.

From Volume 52 Number 2 | January–March 2024

Abstract: Implementing central utility plant (CUP) decarbonization projects requires strategic financial planning, collaboration, and consensus-building from the entire university community. This article describes gathering support from facilities management, executive staff, and lawmakers through technical and financial charrettes. Learn how technical planning produces well-informed financial modeling and right-sized financial plans, and how shared planning between design teams and facility planners creates tailored funding options, including IRA incentives, to fund decarbonization.

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Conference Presentations

Published
March 5, 2024

Placemaking, Programming, and Plaza: An Innovative P3 Approach to Activation

For colleges and universities to achieve their goals with extremely limited resources, they must rely on constructive partnerships. This session will focus on building those connections for placemaking on campus, which is a critical aspect of activating a successful innovation ecosystem.
Abstract: For colleges and universities to achieve their goals with extremely limited resources, they must rely on constructive partnerships. This session will focus on building those connections for placemaking on campus, which is a critical aspect of activating a successful innovation ecosystem. Activation does not simply happen because a plaza exists; rather, it requires organizational structure, programming, funding models, and partnership. This session will explore cross-disciplinary planning?internally within the institution and with external partners?as well as provide resources for creating a framework for public space activation.

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Blog Post

Published
October 5, 2023

Listen Up Leaders

Two-Way Communication Is Important in Establishing Trust

To gain additional insight into strategies for establishing trust between stakeholders and their leaders, we turned to Sonia Alvarez-Robinson, associate vice president for strategy and organizational effectiveness, Georgia Institute of Technology.

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Tool

Published
September 20, 2023

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Integrated Planning Competencies

This toolkit details the competencies—knowledge, dispositions, and skills—an individual needs to perform integrated planning in higher education.
Abstract: Build Capacity for Integrated Planning

Whether you’re preparing a committee for an upcoming planning process or simply looking for directions for your own professional development, the Integrated Planning Competencies can help you determine the knowledge, skills, and dispositions your institution needs to advance integrated planning.

Integrated planning requires building capacity in the people who do planning so they have the necessary knowledge and skills for success. But higher education institutions that focus only on developing planning-related expertise often face hurdles when they attempt integrated planning. Why? Because colleges and universities are complex environments and using an integrated planning approach in those environments requires a wide range of knowledge, skills, and dispositions. Some of the required expertise might seem obvious (like writing goals or analyzing information). But some of it may be less so—particularly expertise related to “soft” skills or human skills, like communication or collaboration.

To provide more clear and specific guidance, SCUP identified competencies—knowledge, skills, and dispositions—that individuals need for successful integrated planning. We analyzed the experiences and viewpoints of around 300 planners and higher education administrators in order to surface the competencies—both obvious and inconspicuous—that underpin integrated planning success.

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Planning for Higher Education Journal

Published
June 29, 2023

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What Is Your Crisis ‘What If’?

Create a Sustainable Approach to Emergency Response Planning

The Medical College of Wisconsin planned strategically, engaged executive leadership, and operationalized an Administrative Response Team to navigate critical incidents impacting the university.

From Volume 51 Number 3 | April–June 2023

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Webinar Recordings

Published
April 26, 2023

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Transform Existing Planning and Implementation Processes

An Overview of the Webinar Series and Case Study of the MCPHS School of Pharmacy-Boston

Join us as a panel of experienced leaders provide an overview of a systematic approach for getting started on transformation.
Abstract: Join us as a panel of experienced leaders provide an overview of a systematic approach for getting started on transformation. The primary focus will be on how to redirect traditional strategic planning processes into ones that center on transformative and continuously adapting strategies rather than the relatively inflexible plans currently used by most institutions.

Additionally, presenters will describe how to transform existing ineffective approaches for the “implementation” of strategic plans through “orchestration.” This approach weaves together all of the ingredients needed for successful implementation—strong leadership, needed organizational capacity, necessary changes in culture, and measures to assess goal achievement.

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Planning for Higher Education Journal

Published
April 19, 2023

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The Fourth Industrial Revolution

Align Strategic, Physical, and Capital Planning for the Next Generation of Students

Michigan Technological University used active stakeholder engagement, frequent reviews, and vigorous discussion to develop its aspirational master plan.

From Volume 51 Number 3 | April–June 2023

Abstract: Profound technological changes are occurring today, and universities need to prepare our students to work and live in this new world. Michigan Technological University (Michigan Tech) is addressing the future of technology in society, academia, and the campus through our Tech Forward Strategic Plan, a bold enrollment and retention initiative, an aggressive capital campaign, and a dynamic hiring initiative. Our aspirational campus master plan, developed in partnership with SmithGroup, an integrated design firm, integrates and supports these initiatives and goals. Active stakeholder engagement, frequent reviews, and vigorous discussion allowed us to craft a campus master plan aligning strategic, physical, and capital planning that supports and drives the university’s 2035 Vision.

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Blog Post

Published
March 17, 2023

Cultivating 55+ Communities on Campus

Higher Education and Senior Living

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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Planning for Higher Education Journal

Published
March 10, 2023

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Book Review: Implementing Sustainable Change in Higher Education

Principles and Practices of Collaborative Leadership

From Volume 51 Number 2 | January–March 2023

Abstract: Implementing Sustainable Change in Higher Education: Principles and Practices of Collaborative Leadership
by Brent D. Ruben
Stylus Publishing: Sterling, Virginia: 2022
229 pages
ISBN: 978-1642674415

How should higher education leaders take on the challenges of change? In Brent Ruben’s Implementing Sustainable Change in Higher Education: Principles and Practices of Collaborative Leadership, the author says there’s no simple approach. Instead, he encourages leaders to “understand and leverage the dynamics of change; lead collaboratively and meaningfully; engage one’s colleagues; and adopt and pursue a shared vision of organizational purpose and aspirations.”

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