Learning Resources

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

Member Price:
Free | Login

Member-only Resource

Join now to have access

Conference Presentations

Published
March 5, 2024

Residential Life and Safety at the Intersection of Town and Gown

By: Patrick Killilee, University of Pennsylvania | Michael Schade, Atkin Olshin Schade Architects

Colleges and universities must adapt to changing issues around student safety and determine how to address these concerns while maintaining connections with the local community.

Abstract: Colleges and universities must adapt to changing issues around student safety and determine how to address these concerns while maintaining connections with the local community. This session will discuss the University of Pennsylvania’s (Penn) Stouffer Hall, a recently renovated residence hall that exemplifies the evolution of attitudes towards community, security, and student life on campus. Come learn how to create programs for increasing community engagement, address housing security concerns, and align residential life and building goals with current attitudes around safety.

Planning Types: Campus Planning
Tags: Community Engagement, Facilities Planning, Security, Student Housing, Student Services, Town and Gown

Member Price:
$35 | Login

Non-Member Price:
$50

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

Member Price:
Free | Login

Member-only Resource

Join now to have access

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

Member Price:
Free | Login

Member-only Resource

Join now to have access

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

Member Price:
Free | Login

Non-Member Price:
$35

Example Plans

Published
May 17, 2023

Strategic Plan

Public Master’s College or University (Colorado, United States)

The institution’s 2020–2030 strategic plan.

Planning Types: Strategic Planning
Resource Types: Strategic Plan
Tags: Budget Planning, Enrollment Management, Goals, Metrics, Strategies and Tactics, System of Colleges or Universities

Member Price:
Free | Login

Member-only Resource

Join now to have access

Social Mobility and the Graduation Rate Paradox

Can You Advance One and Avoid the Other?

By: Roy Mathew, PhD, Elsa Bonilla-Martin, PhD, Luis A Aguirre, MS, and Naoko Tsuboi, MA

By using a metric-based planning framework, researchers at the University of Texas at El Paso identified areas for institutional intervention to enhance social mobility outcomes.

From Volume 51 Number 1 | October–December 2022

Abstract: Social mobility is an emerging area of focus for higher education institutions. In recent years, we have seen a proliferation of measures related to social mobility produced by publishers, scholars, think tanks, and foundations. However, it is still unclear which social mobility measures to advance, or when to intervene to improve social mobility outcomes. We rely on a century of literature from economics, sociology, and policy analysis to identify an appropriate framework to understand higher education’s contribution to social mobility. Using the metric-based planning framework, we identify areas for institutional intervention to enhance social mobility outcomes.

Institutions Mentioned: The University of Texas at El Paso
Planning Types: Institutional Effectiveness Planning, Strategic Enrollment Management Planning, Diversity, Equity, and Inclusion Planning
Tags: Attracting and Retaining Underrepresented Students, Diversity Equity and Inclusion (DEI), Enrollment Management, Student Demographics, Student Success, Underserved Students

Member Price:
Free | Login

Member-only Resource

Join now to have access

Example Plans

Published
September 2, 2022

Strategic Enrollment Management Plan

Public Associate’s College (California, United States)

The college’s enrollment management plan, which prioritizes student access and success.

Planning Types: Strategic Enrollment Management Planning
Resource Types: Strategic Enrollment Management Plan
Tags: Community College, Enrollment Management, Goals, Strategies and Tactics

Member Price:
Free | Login

Member-only Resource

Join now to have access

Webinar Recordings

Published
June 9, 2022

Catapulting African-American Women to Degree Completion at Land-Grant HBCUs

By: Samantha N. Friar, Elgin Community College | Rufus Williams, Managing Director, LoopWealth, and WVON Radio Morning Show Host

What factors support degree completion for African-American women students at Land-Grant Historically Black Colleges and Universities (HBCU)? New research on African-American women's degree completion dives into the contributing factors that support these students and catapult them to the degree completion mark.

Institutions Mentioned: Elgin Community College
Planning Types: Academic Planning
Tags: Community College, Historically Black College or University (HBCU), Student Success, Student Support Services

Member Price:
Free | Login

Member-only Resource

Join now to have access

Teetering on the Demographic Cliff, Part 3

Different Conditions Require a Different Kind of Planning

By: Bryan C. Harvey, EdD

Higher education has faced major changes for some time—COVID-19 accelerated that volatility—and now we’re anticipating the demographic downslope in student enrollment. How and when should institutions mobilize for the difficult work of planning in the face of wrenching change?

From Volume 50 Number 2 | January–March 2022

Abstract: Part 1 of this series described a major contraction in the pool of college-going 18-year-olds that will reverse decades of growth and stability for higher education. Part 2 explored how we can shape a planning context that supports success in the coming 10 or 20 years. Part 3 suggests how our approach to planning must shift to prepare for abrupt change.

Member Price:
Free | Login

Member-only Resource

Join now to have access

Planning Types

Challenges