Learning Resources

Financial Planning for Central Utility Plant Decarbonization

Divide and Conquer the Lift Across Different Funding Options

By: Andrew Honeyman, BSME, and Paul Graves, BSME

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.

Institutions Mentioned: University of North Dakota, Kentucky State University
Planning Types: Campus Planning
Tags: Alignment, Carbon Neutral, Energy Infrastructure, Engaging Stakeholders, Facilities Funding, Facilities Planning, Public-Private Partnerships (P3), Sustainability (Environmental)

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Conference Presentations

Published
March 5, 2024

Planning and Implementing the Sustainable Campus of the Future

By: Nicole Holmes, Nitsch Engineering | Thomas Nyquist, Princeton University | Daniel O’Shaughnessy, Skidmore, Owings & Merrill LLP | Natalie Shivers, Princeton University

Integrated planning and design that optimizes development capacity and leverages campus growth can help institutions achieve ambitious resilience goals for net-zero energy and resource conservation for a healthier, more sustainable environment. This session will discuss Princeton University’s ongoing efforts to support an ambitious capital plan, address deferred maintenance, advance climate solutions, and maximize use of campus lands. The path to a sustainable campus future will require institutions to go beyond business-as-usual planning to rethink campus infrastructure—particularly energy, stormwater, and landscapes—and activate high-performance sites and buildings.

Abstract: Integrated planning and design that optimizes development capacity and leverages campus growth can help institutions achieve ambitious resilience goals for net-zero energy and resource conservation for a healthier, more sustainable environment. This session will discuss Princeton University’s ongoing efforts to support an ambitious capital plan, address deferred maintenance, advance climate solutions, and maximize use of campus lands. The path to a sustainable campus future will require institutions to go beyond business-as-usual planning to rethink campus infrastructure—particularly energy, stormwater, and landscapes—and activate high-performance sites and buildings.

Planning Types: Campus Planning, Sustainability Planning
Tags: Capital Planning, Deferred Maintenance, Energy Efficiency and Conservation, Energy Infrastructure, Landscape / Open Space, Resiliency, Sustainability (Environmental), Zero Net Energy (ZNE)

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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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Why Do Most Institutional Presidents Look Roughly the Same?

Plan for Racial, Ethnic, and Gender Diversity in a Presidential Search

By: Dana Ainsworth, MA, and Jeffery L. Wilson, PhD

An institution’s governing board should determine how diversity initiatives will be prioritized during the search process.

From Volume 51 Number 4 | July–September 2023

Abstract: The presidential search process is an opportunity for the institution to plan for and vet potential leaders who will play a pivotal role in the success or failure of diversity initiatives. A key question to ask during searches is whether the growing student diversity on campus is present within the presidential search itself. We advocate for institutional governing boards to commit to creating lasting, cultural change and including DEI efforts in the presidential hiring process.

Planning Types: Diversity, Equity, and Inclusion Planning
Tags: Diversity Equity and Inclusion (DEI), Governance, Presidential Leadership, The Presidency

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Blog Post

Published
August 9, 2023

6 Integrated Planning Strategies and Tips We Learned at SCUP 2023

By: SCUP

Every year at SCUP’s annual conference, over 1,000 of higher education’s leaders and innovators gather to share how they are advancing integrated planning at their college or university. Out of the wealth of tools, strategies, and tips shared at SCUP 2023, which took place earlier this month in Cleveland, here are six that stood out.

Institutions Mentioned: University of Colorado Denver, Texas Tech University, Augusta University, Southeast Community College
Planning Types: Strategic Planning, Resource Planning, Institutional Effectiveness Planning
Tags: Alignment, Budget / Finance, Budget Planning, Communication, Data, Decision Making, Engaging Stakeholders, Institutional Effectiveness, Resource Allocation

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Example Plans

Published
June 30, 2023

Strategic Plan, Strategic Planning Website

Multiple Locations

Strategic plan for the university system developed by the state’s board of higher education.

Planning Types: Strategic Planning, Academic Planning
Resource Types: Strategic Plan, Strategic Planning Website
Tags: Attracting and Retaining Underrepresented Students, Diversity Equity and Inclusion (DEI), Faculty Productivity, Goals, Governance, Measuring the Plan, Metrics, Racial Equity, Strategies and Tactics, Student Success, Workforce Development

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What Is Your Crisis ‘What If’?

Create a Sustainable Approach to Emergency Response Planning

By: Jessica A. Luedtke, PhD, and Mary M. Reinke, MBA, MS

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

Institutions Mentioned: Medical College of Wisconsin
Planning Types: Continuity Planning
Tags: Building (or Writing) the Plan, Communication, Crisis and Disaster Management, External Collaboration / Partnerships, Leadership, Medical / Allied Health Education, Modifying the Plan, Recovery Planning, Response Planning, Risk Management, Scenario Planning, Security

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Example Plans

Published
May 17, 2023

Bridge Plan

Public Associate’s College (Arizona, United States)

From April 2020, the institution’s president led faculty and staff in a rigorous planning and exploration process to ensure that the college remained accessible and thriving through the pandemic and beyond. This bridge plan document details the action steps resulting from that process.

Planning Types: Continuity Planning
Resource Types: Bridge Plan
Tags: Bridge Planning, Community College, COVID-19, Goals, Hybrid Learning, Leadership Attitude Toward Planning, Online Learning, Operational Planning, Organizational Culture, Response Planning, Scenario Planning, Strategies and Tactics, Student Experience, Teaching and Learning

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Conference Recordings

Published
November 2, 2022

2022 Mid-Atlantic Regional Symposium | November

Reckoning with Entangled Histories

Higher Education and Slavery

By: Fanchon (Chon) Glover, College of William and Mary | Amber Hall, College of William and Mary | Samuel Hayes, College of William and Mary | Ben Carton, George Mason University | Wendi Manuel Scott, George Mason University | Cathy Pinskey, George Mason University | Dereck J. Rovaris, Sr., St. Mary's College of Maryland | Maurice Schlesinger, St. Mary's College of Maryland | Louis Nelson, University of Virginia | Alice Raucher, University of Virginia | Stephanie Wolfgang, Perkins&Will

In this symposium, four institutions will share their approaches to these complicated questions and how they’re continuing the conversation around the legacy of slavery on their campuses.

Abstract: American higher education institutions have a long, complex history with slavery that shouldn’t be ignored. Reckoning with these historical ties—from slave-owning namesakes to the enslaved laborers who constructed campus buildings—generates difficult questions for colleges and universities:

How do we honor those who were enslaved?
How do we recognize our role in the history of slavery as a means of learning from the past to guide our future?

In this symposium, four institutions will share their approaches to these complicated questions and how they’re continuing the conversation around the legacy of slavery on their campuses.

Institutions Mentioned: College of William and Mary, George Mason University, St. Mary’s College of Maryland, University of Virginia-Main Campus
Planning Types: Campus Planning, Diversity, Equity, and Inclusion Planning
Tags: Diversity Equity and Inclusion (DEI), Facilities Design, Facilities Planning, Historic Preservation, Landscape / Open Space, Placemaking, Racial Equity, SCUP 2022 Mid-Atlantic Symposium | November, Student Engagement

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Examining Naming Issues on Campus

By: Erin Johnson, MS, Rutgers, The State University of New Jersey

This is a SCUP Fellow Research Project Final Report for the 2020–2021 program. This report summarizes the specific cases of US institutions that addressed a problematic building or facility naming issue between 2014 and 2021 and what each of them chose to do when faced with this challenging decision.

Abstract: From 2015–2018, amidst a period of heightened activism on campuses and broader societal change, institutions of higher education renamed and de-named campus buildings with namesakes whose legacies were seen to conflict with institutional missions and community values and harmful to members of the campus and surrounding communities. In 2020, the push for addressing problematic namesakes grew exponentially, expanding beyond buildings and postsecondary education.

Effectively managing naming issues on campus and the expectations and interests of internal and external stakeholder groups is challenging, emotional, and time consuming work that has a lasting impact on the physical campus as well as institutional legacy. This research report summarizes the specific cases of US institutions that addressed a naming issue between 2014 and 2021 and what each of them chose to do when faced with this challenging decision.

Planning Types: Campus Planning, Diversity, Equity, and Inclusion Planning
Tags: Diversity Equity and Inclusion (DEI), Facilities Planning, Higher Ed Trends, Historic Preservation, Original Research, Placemaking, Racial Equity

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Planning Types

Challenges