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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.

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Planning for Higher Education Journal

Published
March 20, 2024

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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.

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Conference Presentations

Published
March 5, 2024

Finding Your Swan: Reimagining Unloved Buildings at JMU

By: Jeffrey Hyder, Moseley Architects | Kelly Miller Martin, James Madison University | Kirk Morris, James Madison University | Kevin Smith, Robert A.M. Stern Architects

There are distinct advantages to both renovation and new construction; an optimal blend of these approaches can enable opportunities for physical growth, evolving programs, and a minimally disruptive reimagining of campus buildings.
Abstract: There are distinct advantages to both renovation and new construction; an optimal blend of these approaches can enable opportunities for physical growth, evolving programs, and a minimally disruptive reimagining of campus buildings. We’ll explore two case studies from James Madison University (JMU) ?the College of Business and the Carrier Library?that illustrate how to affordably transform outdated and stylistically unloved buildings into vibrant academic and student life hubs. Join us to gain a greater understanding of the hidden value of aging buildings, considering aspects such as functionality, cost, operations, sustainability, and stylistic potential.

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Planning for Higher Education Journal

Published
March 5, 2024

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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.

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Planning for Higher Education Journal

Published
November 21, 2023

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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.

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Blog Post

Published
November 10, 2023

Integrated Planning at Nicolet College

Two Attendees Share Their Perspectives on the SCUP North Central 2023 Conference Presentation

By: Mai Sleem, MBA, Qatar University | Janet Lebeda, EdD, Wayne State College

During “Horizons 2025: Integrated Planning at Nicolet College,” presented at SCUP North Central 2023 Regional Conference, presenters Christin Van Kauwenberg, director of business intelligence, and Erika Warning-Meyer, chief of staff, described how the community college implemented integrated planning. Two conference attendees share the insights and ideas that resonated with them.

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Webinar Recordings

Published
October 25, 2023

Achieving Big Carbon Reduction Goals With Small Targeted Building Actions

By: Rebecca Berry, AIA, LEED AP, Finegold Alexander Architects | Lara Pfadt, AIA, LEED AP, CPHC, Finegold Alexander Architects | Michelle Maheu, Wellesley College | Jess Farber, PE, WELL AP, CMTA

This session will provide insight on useful data types for existing building stock and a process for existing conditions exploration to address carbon neutral goals and deferred maintenance within time and budget constraints.

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Webinar Recordings

Published
October 4, 2023

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Decarb Buy-in: Creating a Culture of Decarbonization

By: Lilian Asperin, WRNS | Lisa Dulude, University of Washington | Debra Smith, University of California Davis | Lindsey Rowell, California State University

Decarbonization requires thinking big and working together. Universities are uniquely positioned to model innovative planning approaches to decarbonization, revealing what’s possible at different scales, from individuals to broader organizations.
Abstract: Decarbonization sits at the nexus of integrated planning. Gain buy-in by engaging students, faculty, staff, industry partners, and the broader community across all campus facets to create a culture of decarbonization that yields tangible outcomes. Decarbonization requires thinking big and working together. Universities are uniquely positioned to model innovative planning approaches to decarbonization, revealing what’s possible at different scales, from individuals to broader organizations. Attendees will gain tools for implementing decarbonization plans aligned with institutional missions. Develop strategies to build consensus, align on priorities, think big, and create a culture of decarbonization defined by new models of practice.

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Tool

Published
September 20, 2023

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Integrated Planning Competencies

By: SCUP

This toolkit details the competencies—knowledge, dispositions, and skills—an individual needs to perform integrated planning in higher education.
Abstract: Build Capacity for Integrated Planning

Whether you’re preparing a committee for an upcoming planning process or simply looking for directions for your own professional development, the Integrated Planning Competencies can help you determine the knowledge, skills, and dispositions your institution needs to advance integrated planning.

Integrated planning requires building capacity in the people who do planning so they have the necessary knowledge and skills for success. But higher education institutions that focus only on developing planning-related expertise often face hurdles when they attempt integrated planning. Why? Because colleges and universities are complex environments and using an integrated planning approach in those environments requires a wide range of knowledge, skills, and dispositions. Some of the required expertise might seem obvious (like writing goals or analyzing information). But some of it may be less so—particularly expertise related to “soft” skills or human skills, like communication or collaboration.

To provide more clear and specific guidance, SCUP identified competencies—knowledge, skills, and dispositions—that individuals need for successful integrated planning. We analyzed the experiences and viewpoints of around 300 planners and higher education administrators in order to surface the competencies—both obvious and inconspicuous—that underpin integrated planning success.

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Webinar Recordings

Published
April 26, 2023

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Transform Existing Planning and Implementation Processes

An Overview of the Webinar Series and Case Study of the MCPHS School of Pharmacy-Boston

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.

Join us as a panel of experienced leaders provide an overview of a systematic approach for getting started on transformation.
Abstract: Join us as a panel of experienced leaders provide an overview of a systematic approach for getting started on transformation. The primary focus will be on how to redirect traditional strategic planning processes into ones that center on transformative and continuously adapting strategies rather than the relatively inflexible plans currently used by most institutions.

Additionally, presenters will describe how to transform existing ineffective approaches for the “implementation” of strategic plans through “orchestration.” This approach weaves together all of the ingredients needed for successful implementation—strong leadership, needed organizational capacity, necessary changes in culture, and measures to assess goal achievement.

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