Learning Resources

Planning Takes Tragedy to Triumph

Removing a Campus Wall Raised Community Engagement and Neighborhood Support

By: Timothy Shippey, MArch, and José Ramón Tagle, MArch

After the 2017 earthquake in Mexico City, Instituto Tecnológico de Monterrey underwent a transformative rebuilding process. Civic engagement was prioritized, resulting in buy-in, support, and representation from the community.

From Volume 52 Number 3 | April–June 2024

Abstract: After the 2017 earthquake in Mexico City, Instituto Tecnológico de Monterrey’s campus underwent a transformative rebuilding process that emerged as a pedagogical prototype for the university system. This article explores the design strategies that prioritized civic engagement, resulting in buy-in, support, and representation from the community. It also describes the methodology behind blurring the boundaries between the university and its surroundings through lean principles in set-based design, strategies for resilient building, and insights into effective collaboration.

Institutions Mentioned: Tecnológico de Monterrey
Planning Types: Campus Planning
Tags: Campus Master Planning, Community Engagement, Crisis and Disaster Management, Engaging Stakeholders, Facilities Design, Facilities Planning, Landscape / Open Space, Mixed-Use, Security, Town and Gown, Urban Campus

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What Constitutes Tribal College and University Sustainability?

Research Develops a Framework to Begin the Conversation

By: David Sanders, PhD

Historical successes and challenges join missions, visions, and strategic plans for a glimpse of what TCU institutions are emphasizing, today and in the future.

From Volume 52 Number 2 | January – March 2024

Abstract: This article uses available Tribal College and University (TCU) missions, visions, and strategic plans as well as dissertations focused on TCU research to develop a framework to begin the conversation about what constitutes sustainability for the institutions. The dissertations offer an opportunity to look at historical successes and challenges, while TCU missions, visions, and strategic plans provide a glimpse of what the institutions are emphasizing currently and in the future. Both present elements to consider as part of a larger TCU sustainability framework.

Institutions Mentioned: Institute of American Indian Arts, Diné College, Oglala Lakota College, Sinte Gleska University, Chief Dull Knife College
Planning Types: Strategic Planning
Tags: Alignment, Community College, Community Engagement, Funding, Higher Ed in Society, Mission / Vision / Identity, Original Research, Resiliency, Tribal College or University

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Conference Presentations

Published
March 22, 2024

Support Your Mission Through Data-informed Capital Investment

By: Michael Glaros, CannonDesign | Paul Mills, CannonDesign | Kerry Norberg, Montgomery College

By right-sizing course offerings, classrooms, and buildings, planners can drive incremental improvements that help to advance campus culture.

Abstract: By right-sizing course offerings, classrooms, and buildings, planners can drive incremental improvements that help to advance campus culture. We’ll demonstrate how to leverage data on course enrollment, classroom utilization, and learning trends to inform strategic investments in capital improvement, curriculum development, and recruitment. This session will uncover ways of making progress on campus by addressing issues related to enrollment changes and student activity while navigating lean capital funding conditions.

Planning Types: Campus Planning
Tags: Capital Funding, Data, Facilities Assessment, Facilities Funding, Space Assessment

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Conference Presentations

Published
March 18, 2024

Partnerships Forged in Planning Accelerate the Realization of Campus Vision

By: Mark Cork, Mahlum Architects | Anne Schopf, Mahlum Architects | Amy Van Dyke, University of Washington-Bothell Campus | Meagan Walker, Cascadia Community College

Effective partnering, internally and externally, and addressing enrollment growth, vitality, and safety during the planning process can make all the difference in plan implementation.

Abstract: Effective partnering, internally and externally, and addressing enrollment growth, vitality, and safety during the planning process can make all the difference in plan implementation. The 2017 University of Washington (UW) Bothell and Cascadia College campus master plan demonstrates how clear design principles and a flexible development framework drove rapid progress in realizing a campus vision in under six years. This session will help you identify how strong partnerships forged during a planning process can positively impact capital development, inform innovative capital funding strategies, and rapidly catapult your campus vision into reality.

Planning Types: Campus Planning
Tags: Campus Master Planning, Capital Funding, Capital Planning, External Collaboration / Partnerships

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The Stories in These Walls

Integrated Planning Throughout Capital Projects Can Fuel Donor Engagement and Enhance Stewardship

By: John Roberson, MBA, and Toby Marlatt, BA

Cross-functional teams at the University of Wyoming, University of Nebraska-Lincoln, and University of North Dakota effectively used storytelling techniques to position donors within the narrative of the universities’ missions and strategic plans.

From Volume 52 Number 2 | January–March 2024

Abstract: Engaging donors at the planning stage of a capital project is a critical step in the campaign’s success. This article describes the use of storytelling techniques in donor outreach at three universities. We outline how cross-functional teams, involving campus planners and architects, university development and marketing and communications staff, and consultant firms, collaboratively planned and implemented donor engagement techniques. A story-oriented integrated project team enhanced philanthropy and stewardship by focusing on student and research outcomes, donor anecdotes, and sketches or conceptual renderings while positioning the donors themselves within the narrative of the university’s mission and strategic plan.

Institutions Mentioned: University of Wyoming, University of Nebraska-Lincoln, University of North Dakota
Planning Types: Campus Planning
Tags: Academic Facility, Advancement Planning, Business School Facility, Capital Funding, Engaging Stakeholders, Facilities Design, Facilities Funding, Facilities Planning

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Book Review: “Whatever It Is, I’m Against It”

Resistance to Change in Higher Education

By: John Kilmarx, PhD

From Volume 52 Number 2 | January–March 2024

Abstract: Brian Rosenberg, the author of “Whatever It Is, I’m Against It”: Resistance to Change in Higher Education, argues that improvements in higher education are needed—which is certainly not a controversial or surprising outlook. However, he also says many institutions are on an unsustainable financial path, which makes the imperatives for change more urgent. What exactly needs to be addressed and how dramatically, though, is a matter of one’s perspective. The reviewer observes that in most cases, sustainable changes have been ongoing but incremental, not transformational. Some stakeholders might celebrate that fact. In other corners, this is not enough, and so frustrations abound.

Tags: Change Management, Disruptive Change, Organizational Change

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Example Plans

Published
January 5, 2024

Strategic Plan, Strategic Planning Website

Public Doctoral/Research University (Georgia, United States)

Strategic plan for the university, which is beginning its second decade after consolidation.

Planning Types: Strategic Planning
Resource Types: Strategic Plan, Strategic Planning Website
Tags: Enrollment Management, External Collaboration / Partnerships, Funding, Goals, Hybrid Learning, Laboratory Facility, Learning Environments, Medical / Allied Health Education, Online Learning, Recreational Facility, Resource Management, Student Retention, Student Services, Student Success, Student Support Services, Teaching and Learning

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Overcoming a $90M Budget Overage in Vanderbilt University’s Residential Colleges

A Multifaceted Team Worked Collaboratively to Stem Overruns

By: David Bailey, BA, AIA, LEED AP, and Walt Massey, BA

The University, architects, engineers, strategic planning consultants, and contractor teams worked hand in hand to peel back the onion to stem the overruns.

From Volume 52 Number 1 | October–December 2023

Abstract: When Vanderbilt University began seeing signs that cost escalation, scope additions, campus requirements, and authentic Collegiate Gothic architecture for their proposed new residence halls were all pressuring the budget, a multifaceted team worked collaboratively and arduously to stem the overruns.

Institutions Mentioned: Vanderbilt University
Planning Types: Campus Planning
Tags: Academic Facility, Engaging Stakeholders, Facilities Design, Facilities Planning, Implementation, Leadership in Energy and Environmental Design (LEED), Mixed-Use, Modifying the Plan, Project Management, Project Management / Delivery, Student Housing

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Leveraging New Tools to Revolutionize Transformation Efforts and Outcomes

By: Robert Brodnick, Sierra Learning Solutions | Robert DiCenzo, Massachusetts College of Pharmacy and Health Sciences | Joseph (Tim) Gilmour, Strategic Initiatives, Inc. | Donald Norris, Strategic Initiatives, Inc.

This webinar showcases a collection of revolutionary tools being used in transformation campaigns. These tools have dramatically improved the experience and effectiveness of teams and coalitions engaged in strategy crafting and orchestration.

Abstract: This webinar showcases a collection of revolutionary tools being used in transformation campaigns. These tools have dramatically improved the experience and effectiveness of teams and coalitions engaged in strategy crafting and orchestration. The session will feature Zoom/Miro/new assessment tools combined with design-thinking-based processes to mainstream virtual/hybrid planning experiences. These have facilitated high-quality, enthusiastic engagement of teams and coalitions on an ongoing basis throughout strategy crafting and orchestration.

Institutions Mentioned: Massachusetts College of Pharmacy and Health Sciences
Planning Types: Strategic Planning
Tags: Assessment / Analytics, Disruptive Change, Engaging Stakeholders, Higher Ed Trends, Medical / Allied Health Education, Planning Processes

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Destination 2030

The Need for Transformation Architects

By: Edward Inch, PhD, Minnesota State University – Mankato | Lynn Akey, PhD, Minnesota State University – Mankato | Linda Baer, PhD, Strategic Initiatives and Minnesota State University – Mankato

Institutions Mentioned: Minnesota State University-Mankato
Planning Types: Academic Planning, Strategic Planning, Resource Planning
Tags: Adaptable Plans, Alignment, Assessment / Analytics, Data, Disruptive Change, Enrollment Management, Environmental Scanning, Higher Ed Trends, Organizational Change, Planning Processes, Presidential Leadership, Student Demographics, Student Success

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Planning Types

Challenges