Learning Resources

Why Strategic Plans Aren’t Working in Uncertain Times

Because Strategic Planning Should Be a Dynamic, Robust Process

By: Daniel Seymour, PhD

The author’s approach to his research-based Strategic Planning in Uncertain Times Fieldbook began with a sampling review of 50 strategic plans. What emerged was the development of an organizational learning cycle used as a template to assess the effectiveness of strategic plans on more than 250 college and university websites.

From Volume 52 Number 3 | April–June 2024

Abstract: A strategic plan is supposed to “bring the future into the present so that you can do something about it now.” Almost every college or university has such a plan because accreditors and governing boards require one. The question is: Why do so many higher education institutions seem to be unprepared when they take drastic actions (e.g., eliminating programs, cutting faculty and staff members, etc.) in uncertain times? The author studied more than 250 colleges and universities and suggests the answer in this article.

Institutions Mentioned: Methodist University, Fontbonne University, University of North Carolina at Greensboro, West Virginia University
Planning Types: Strategic Planning
Tags: Adaptable Plans, Alignment, Building (or Writing) the Plan, Change Management, Implementation, Institutional Planning, Leadership, Leadership Attitude Toward Planning, Mission / Vision / Identity, Organizational Change, Planning Processes, Preparing to Plan

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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.

Planning Types: Campus Planning, Information Technology Planning
Tags: Continuous Improvement, Facilities Planning, Hybrid Learning, Learning Environments, Learning Technology, Online Learning, Project Management

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Diving Into Data

Space Utilization Analysis Can Address Course Scheduling Challenges, Classroom Consolidation Issues, and Deferred Maintenance Priorities

By: Minta Ferguson, BArch, AIA, and Tom Savory, MArch, FAIA

Using data analytics and reviewing facility conditions helped Newberry College enhance space utilization and create a dynamic, adaptable campus.

From Volume 52 Number 2 | January–March 2024

Abstract: A proactive approach to master planning, rooted in empirical evidence and stakeholder input, can be emulated on campuses nationwide. The article’s authors show how a space analysis, if implemented correctly, can provide an institution’s decision-makers with the valuable data needed to create a dynamic and adaptable campus environment.

Institutions Mentioned: Newberry College
Planning Types: Campus Planning
Tags: Academic Facility, Campus Master Planning, Engaging Stakeholders, Facilities Planning, Landscape / Open Space, Space Assessment, Space Management

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The Strategic Planning Checklist

17 Critical Mistakes to Avoid in Higher Education

By: Dr. Daniel Seymour - Tenured Professor, Administrator, and Consultant

Learn from a research-based analysis of over 250 colleges and universities.

Abstract: Learn from a research-based analysis of over 250 colleges and universities. What is the difference between the Strategic Plan and Strategic Planning? How do we ensure planning is not a one-time event, but an ongoing organizational learning cycle that endures the changing environment? The analytic framework featured in this webinar is a Strategic Planning/Organizational Planning Cycle that derives a series of “what not to do” dictums (guidelines?) that support higher education institutions. Don’t make these critical mistakes derail you during these uncertain times

Planning Types: Strategic Planning
Tags: Organizational Change, Original Research, Planning Processes

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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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Trends Inside Higher Education | Spring 2024

By: Apryl Motley, CAE

What are key movements and trends within higher education? From addressing pandemic learning loss to grappling with generative AI in the classroom, learn the forces and changes directly impacting higher education, now and in the future.

Abstract: Integrated planning prepares your institution for change by ensuring its decisions are informed by realities in the external environment.

What are key movements and trends within higher education? From addressing pandemic learning loss to grappling with generative AI in the classroom, learn the forces and changes directly impacting higher education, now and in the future.

This issue curates and summarizes 40-50 trends happening outside the world of higher education that could impact colleges and universities. Each trend includes a brief summary, a footnoted source, and discussion questions to help you analyze and act on the trend.

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Conference Presentations

Published
March 19, 2024

The Community Vibrancy Playbook: Enriching the Student Experience on Campus

By: Gerald Gongos, Simon Fraser University | Mark McLaughlin, Simon Fraser University-Vancouver

Post-pandemic, Simon Fraser University (SFU) developed the Community Vibrancy Playbook to welcome students, staff, and faculty back to campus.

Abstract: Post-pandemic, Simon Fraser University (SFU) developed the Community Vibrancy Playbook to welcome students, staff, and faculty back to campus. We’ll discuss how the campus community can participate in a wide array of initiatives that lead to collaboration, programs, and projects that transform the campus into a welcoming place that prioritizes wellbeing. Positive student experiences are vital and institutions can benefit from including new activities that enrich student life and participation. Come learn how to employ facilitation and listening as tools in project management and embrace adaptability to change, leading to successful outcomes for campus life and the student experience.

Planning Types: Campus Planning
Tags: Health and Wellness, Project Management, Student Experience

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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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Conference Presentations

Published
March 5, 2024

Immersive Educational Facilities Design: Manufacturing Innovation and Connection

By: Chuck Rudalavage, Gensler | Dena Wangberg, Associate, Gensler

As trade schools gain national recognition for their affordability and career-centric focus, Raleigh’s Wake Technical Community College (WTCC) has set a new standard for strategic facilities design by capitalizing on community, industry, and government partnerships.

Abstract: As trade schools gain national recognition for their affordability and career-centric focus, Raleigh’s Wake Technical Community College (WTCC) has set a new standard for strategic facilities design by capitalizing on community, industry, and government partnerships. This session will show how WTCC is producing the next generation of innovative automotive repair technicians and leaders through an immersive program that aligns industry partnerships, high-tech education, employment opportunities, and local economic development goals. Discover how WTCC’s new automotive laboratory consolidates diverse programs into one building with agile, collaborative spaces, preparing students for emerging technologies in rapidly changing industries.

Planning Types: Campus Planning
Tags: Academic Facility, Community College, Economic Development, Experiential Learning, External Collaboration / Partnerships, Facilities Design, Flexible Learning Spaces, Learning Environments

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Challenges