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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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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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
Planning Types: Campus Planning
Tags: Alignment, Carbon Neutral, Energy Infrastructure, Engaging Stakeholders, Facilities Funding, Facilities Planning, Public-Private Partnerships (P3), Sustainability (Environmental)

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Conference Presentations

Published
March 19, 2024

Equitable Access: Campus Planning toward Universal Design at UC Berkeley

By: Wendy Hillis, University of California-Berkeley | Ryan Jang, Leddy Maytum Stacy Architects | Benjamin Perez, University of California-Berkeley

Individuals with disabilities are not a homogeneous group and planners and designers have an ethical responsibility to shape the physical campus environment in response to their needs.

Abstract: Individuals with disabilities are not a homogeneous group and planners and designers have an ethical responsibility to shape the physical campus environment in response to their needs. Using the University of California (UC), Berkeley as a contextual framework, we’ll examine how past planning efforts have shaped the campus through an accessibility lens, how the disability rights movement has defined disability, and how current models are shaping our understanding of equitable access. Looking beyond prescriptive codes, join us to explore how to transform old frameworks and infrastructure into inclusive and functional spaces, leaning into equitable experience and access.

Planning Types: Campus Planning
Tags: Accessibility, Diversity Equity and Inclusion (DEI), Facilities Design

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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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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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Supporting Neurodiversity in Higher Education

When Every Space Counts

By: Kathleen Kelly, MBA, AIA, LEED A+P

By integrating several unique campus voices, we can realize that unassignable space is highly valuable to the neurodivergent campus occupant.

From Volume 51 Number 4 | July–September 2023

Abstract: While universities have long been bastions of intellectual diversity, they are now embracing a broader understanding of diversity that extends beyond race, gender, and socioeconomic background. Neurodiversity, a concept celebrating the natural variations in human neurological functioning, is gaining prominence as an essential aspect of fostering a truly inclusive educational environment.

Institutions Mentioned: University of Cincinnati-Main Campus, University of Southern Denmark, Syracuse University, University of California-Berkeley, University of Washington-Seattle Campus, University of Toronto-Downtown Toronto (St. George), Rutgers University-New Brunswick
Planning Types: Campus Planning
Tags: Accessibility, Diversity Equity and Inclusion (DEI), Facilities Design, Facilities Planning, Health and Wellness, Informal Learning Environments, Space Assessment

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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

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A Practical Guide to Strategic Planning in Higher Education

Second Edition, with New and Updated Content

By: Karen E. Hinton, PhD

A resource for anyone engaged in college or university strategic planning, and an excellent primer for planning committees. This second edition also contains new strategies for using an institution’s strategic plan during times of institutional upheaval, and additional techniques for jump-starting various parts of the planning process.

Abstract: A Practical Guide to Strategic Planning in Higher Education is a resource for anyone engaged in college or university strategic planning; it is also an excellent primer for planning committees. Using clear definitions, practical tips, and examples drawn from actual situations, this short book acts as a manual for both experienced planners and those who are new to the process. This second edition also contains new strategies for using an institution’s strategic plan during times of institutional upheaval, and additional techniques for jump-starting various parts of the planning process.

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Blog Post

Published
July 6, 2022

What Is a Bridge Plan?

(And Does Your Institution Need One?)

By: Sadie Wutka, Director of Content Strategy, SCUP

A bridge plan allows a college or university to continue to pursue defined strategic pathways during times of uncertainty or rapid, unpredictable change. It’s also a good solution for when faculty and staff are overwhelmed due to a highly volatile, uncertain, complex and ambiguous (VUCA) environment.

Planning Types: Strategic Planning
Tags: Adaptable Plans, Bridge Planning, Change Management, COVID-19, Disruptive Change, Modifying the Plan, Organizational Change

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Planning Types

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