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Your Higher Education Planning Library

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Conference Presentations

Published
April 8, 2025

Decisions That Stick: Applying the CBA Matrix to Complex Projects

Abstract: The Choosing by Advantage (CBA) Matrix is a powerful tool for decision-making in the design and construction industry, from the planning process through project completion, and it delivers efficiency through fewer changes. CBAs take all stakeholders into account when defining advantages, so campus planners can achieve quality, an on-time schedule, and cost savings at every stage. Via simulation, we'll demonstrate how you can apply CBAs across all phases of a project. By presenting and providing step-by-step, compelling visuals, our team will enable you to implement CBAs tactically and early in your next project.

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Conference Presentations

Published
April 7, 2025

Promoting Decarbonization and Wellbeing through a Residence Hall Renovation

Abstract: Universities must decide what to do with their high-rise residence halls that don't meet modern standards for energy efficiency and student expectations. Renovation often proves to be the best solution for a variety of reasons. At Boston University (BU), what started as a building systems upgrade evolved into a major renovation, which elevated the student experience, social and emotional wellbeing, and campus decarbonization goals. Using BU's Warren Towers as a model of decision making, this session will help you work through the possibilities of a major renovation on your campus with the aim of meeting student wellbeing and decarbonization objectives.

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Conference Presentations

Published
April 3, 2025

Live Your Strategic Plan: A Framework for Facilitating Campus Engagement

Abstract: Traditional strategic planning can lead to a static plan that does little to inspire implementation or true change. This session will detail a process that promotes buy-in and engagement while providing structured frameworks to support implementation and assessment. Our framework provides support for a campus community to 'live' its institutional strategic plan through the strategic planning cycle (SPC) at the unit level, informing the realization of institutional goals and outcomes. We'll provide our tools and approaches for you to access and review, as well as the rationale for developing support for your own campus communities to 'live' their strategic plan.

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Conference Presentations

Published
July 23, 2024

What’s In It For Me? The Benefits of Data Asset Management

By: Elizabeth Greaney, Chief Business/Financial Strategy Officer | Surayya Johnson, Director of the Office of Student Life| Paul Miller, Professional Development Director | Nadine Porter, Deputy Chief Analytics and Insights Officer

Data is a pillar for organizational mission and for driving results. Planners must not undervalue the importance of data-informed decision-making and its link to institutional wellbeing and sustainability. Montgomery College's (MC) integrated planning incorporated robust community input that culminated into a successfully built plan that supports agility and flexibility.
Abstract: Data is a pillar for organizational mission and for driving results. Planners must not undervalue the importance of data-informed decision-making and its link to institutional wellbeing and sustainability. Montgomery College's (MC) integrated planning incorporated robust community input that culminated into a successfully built plan that supports agility and flexibility. MC continuously reminds and educates the campus community about 'what's in it for me' and the benefits of collaborating on this growth mindset. This session will demonstrate how data-driven planning fosters ownership, accountability, buy-in, and increases effectiveness and trustworthiness of institutional decision-making, resulting in positive outcomes and decreased risk.

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Conference Presentations

Published
July 22, 2024

Strategic Restructuring: Creating an Office of Strategy, Planning, and Analysis

By: Christine Hoyt, Vice President for Strategy | Ben Pingel, Director of Strategic Planning and Communication | Eija Sumner, Communications Coordinator | Jon Walter, Assistant Vice President for System Strategy and Insight

Institutions require accurate data to support decision making and planning, so they can and should carefully consider how this data is organized.
Abstract: Institutions require accurate data to support decision making and planning, so they can and should carefully consider how this data is organized. As higher education continues to evolve to meet new challenges, there are significant opportunities to rethink how institutions are organized to benefit from blending the power of institutional strategy, integrated planning, and analytics. Washington State University (WSU) has evolved to combine these institutional functions into a central unit. This session will show you how to embrace collaborative partnerships and organize similar functions at your institution to bring focus, coordination, and alignment to your institutional planning.

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Conference Presentations,Conference Recordings

Published
July 22, 2024

Using Occupant Evaluation Data to Inform Higher Education Design

By: Joe Klocek, Director, Planning, Design and Construction | Jeffrey Puleo, Vice President | Renae Rich, Senior Associate / Occupant Evaluation Manager / Principal Investigator

Campus facility design is a complex process that involves many sources of opinion and influence. Educational environments must enhance evolving pedagogies, support learning, administrative, and social functions, and accommodate ever-changing institutional needs.
Abstract: Campus facility design is a complex process that involves many sources of opinion and influence. Educational environments must enhance evolving pedagogies, support learning, administrative, and social functions, and accommodate ever-changing institutional needs. The systematic use of standardized evaluation tools for assessment of higher education facilities provides comprehensive insight into occupant experience from diverse, unique perspectives for informed and integrated planning decisions. In this session, we'll share practical strategies for conducting occupant evaluations across all types of facilities, as well as occupant outcome findings and the resulting planning decisions.

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Conference Presentations

Published
July 22, 2024

Integrated Planning for an Innovative and Efficient Design Process

By: Bill Davis, Director, Formal Design | Charles Mummert, Design Principal | Elizabeth Strutz, Associate Principal, Director of Process Innovation

Designing a forward-thinking research building without identified occupants is a bold undertaking.
Abstract: Designing a forward-thinking research building without identified occupants is a bold undertaking. Through an integrated planning and data-driven process, North Carolina State University (NCSU) designed a flexible academic research building, inspiring cross-functional collaboration which has led to increased industry partnerships and innovation. This session will highlight how a collaborative team enabled decision-making throughout the design process to create a future-proofed, energizing hub for academic research. Come learn how to leverage benchmarking, analytics, and an integrated planning process to design successful and innovative buildings on your campus.

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Conference Presentations

Published
July 22, 2024

Renew, Revise, or Reject: Presidential Turnover and Strategic Planning Impacts

By: Sandra Patterson-Randles, Chancellor Emerita and Professor of English

Since the average presidential tenure is now fewer than six years, campuses need to design and implement circumspect planning which will prove stable even in the event of leadership changes. Using examples from eight institutions across the U.S., this session explores the challenges to campus strategic planning when new leadership arrives.
Abstract: Since the average presidential tenure is now fewer than six years, campuses need to design and implement circumspect planning which will prove stable even in the event of leadership changes. Using examples from eight institutions across the U.S., this session explores the challenges to campus strategic planning when new leadership arrives. Campus constituencies will be able to weather the uncertainties of a presidential transition through a detailed understanding of commonly experienced impacts on campus planning.

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Planning for Higher Education Journal

Published
May 13, 2024

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‘Agile’ Design for the Future-Ready Campus

Optimize the HyFlex Learning Experience to Enhance Engagement

By: Craig Park, BS Arch

‘Agile’ project management is an iterative methodology emphasizing collaboration, user feedback, and small, rapid initiatives to adapt quickly and efficiently to change.

From Volume 52 Number 3 | April–June 2024

Abstract: The Hybrid-Flexible (HyFlex) classroom allows students to choose between in-person and online participation, leveraging technology and ensuring digital equity. This article underscores the HyFlex model’s role in enhancing educational accessibility, engagement, and resilience; expanding institutional reach; and adapting to demographic shifts and technological advancements. By embracing “Agile” project management principles and a continuous improvement mindset, institutions can create effective, inclusive learning environments that cater to a wide range of student needs, improving learning outcomes and institutional competitiveness in a rapidly evolving educational landscape.

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Planning for Higher Education Journal

Published
February 12, 2024

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Institutional Process Mapping

A College Eliminates Service Gaps and Improves Efficiency and Collaboration

By: Steve Erickson, EdD, and G.L. Tucker, BS

Minnesota State Community and Technical College coordinated and integrated processes for student onboarding to support institutional performance.

From Volume 52 Number 2 | January–March 2024

Abstract: Students experience institutional processes differently than employees within an institution. Process mapping and evaluation, or Value Stream Mapping, is a purposeful way to coordinate and integrate processes to support institutional performance through the identification of inefficiencies, increased interdepartmental collaboration, and ultimately the creation of new processes that eliminate service gaps. This article will introduce key elements in process mapping, process evaluation, and the process management lifecycle. Those concepts will be described through one collegiate institution’s practical application of student onboarding evaluations across several departments, including recruiting, admissions, financial aid, and advising.

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