Learning Resources

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.

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

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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.

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

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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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Analyzing Existing Campus Space for Hybrid Teaching and Learning

A Step-by-Step Process Helps Planners Reconceptualize Classrooms

By: Aiman Khamitova, EdD, Luis R. Rojas-Solórzano, PhD, and Ines Russinho Mouga, MSc

In the aftermath of COVID-19, Nazarbayev University (Kazakhstan) rethought learning spaces, adapting them to the good practices that were used during the period of solely online teaching.

From Volume 51 Number 4 | July–September 2023

Abstract: This article describes the step-by-step process of campus space reconceptualization. In the aftermath of the COVID-19 pandemic, there was a need to rethink learning spaces and adapt them to some of the good practices used during the solely online teaching period. Through cross-functional collaboration and joint governance, a purposefully established task force audited all classrooms at Nazarbayev University (Kazakhstan). It came up with short-term and long-term recommendations. The audit results and recommendations outlined in this article might be useful to university administration and leadership interested in campus repurposing due to pandemic effects on teaching and new formats like hybrid learning that have influenced instruction.

Institutions Mentioned: Nazarbayev University
Planning Types: Campus Planning
Tags: COVID-19, Facilities Design, Facilities Planning, Hybrid Learning, Learning Environments, Online Learning, Renovation, Space Assessment, Teaching and Learning

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Example Plans

Published
August 8, 2023

Strategic Plan, Strategic Planning Website

Public Doctoral/Research University (Colorado, United States)

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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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Optimizing for Growth

Long-Term Planning Is Essential During an Institutional Merger, Acquisition, and/or Geographic Expansion

By: Clayton Mitchell, MS, PE, CEM, and Chuck Rudalavage, BArch, AIA, LEED AP

Thomas Jefferson University focused on culture, communications, and collaboration during a transformational period of combining institutions.

From Volume 51 Number 3 | April–June 2023

Abstract: Accurately planning long-term strategy can be a shaky task for quickly-growing organizations, especially those that desire to maintain a strong impression on their stakeholders and surrounding communities. History shows that mergers and acquisitions can negatively impact an organization’s culture, communication initiatives, and internal and external experiences. Thomas Jefferson University, a longstanding private medical research university in Philadelphia, educating scholars since 1824, in recent years merged with Philadelphia University and further expanded its footprint through the aligned Thomas Jefferson University Hospital. The authors of this article describe how to collaboratively optimize growth during a transformational period.

Institutions Mentioned: Thomas Jefferson University
Planning Types: Campus Planning
Tags: Change Management, Engaging Stakeholders, Facilities Design, Facilities Planning, Medical / Allied Health Facility, Organizational Change, Placemaking, Planning Processes, Renovation

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A Community College Perspective on Their Role in Future-Proofing Education

By: James Pfeiffer, BNIM | Richard Fort, Johnson County Community College

Richard Fort from Johnson County Community College and James Pfeiffer from BNIM will share lessons learned from post-covid educational offerings and incorporating a diversity of spatial and programmatic options to facilitate workforce development.

Abstract: Workforce development is a driver for planning and design in community colleges using metrics to understand long term projections around enrollment needs in the region, planning for those metrics, and building for the future. With the cost of education skyrocketing, the demographic cliff needs to be addressed for all generations. Community colleges offer important lessons that inform educational offerings across a more diverse background.

Institutions Mentioned: Johnson County Community College
Planning Types: Campus Planning
Tags: Academic Facility, Community College, COVID-19, Facilities Design, Facilities Planning, Workforce Development

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Example Plans

Published
January 24, 2023

Strategic Plan

Private Master’s College or University (Wisconsin, United States)

This overview describes the strategic plan’s five high-level strategies and a few tactics for each.

Planning Types: Strategic Planning
Resource Types: Strategic Plan
Tags: External Collaboration / Partnerships, Goals, Medical / Allied Health Education, New Program or Department, Workforce Development

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Campus Historic Preservation and Adaptive Reuse

Leverage These Tools to Achieve Your Planning and Sustainability Goals

By: Meaghan Finney, MS, and Michael Patrick, M.Arch, AIA, NCARB, LEED AP

By integrating historic buildings into your campus planning, their continued reuse can help solve some of the specific challenges facing university planners today.

From Volume 50 Number 4 | July–September 2022

Abstract: Historic campus buildings are often perceived as a burden, but by integrating them into your campus planning, their continued reuse can help solve some of the specific challenges facing university planners today, specifically in the context of sustainability. There are numerous case studies that demonstrate the successful adaptive reuse of varied campus buildings as well as an undeniable body of evidence showing the benefits of such an approach in working toward carbon neutrality. As long-term stewards of their built environments, colleges and universities are uniquely positioned to realize enduring savings from investing in the energy performance of existing buildings.

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