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Learning Resources

Your Higher Education Planning Library

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Webinar Recordings

Published
April 3, 2024

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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

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Blog Post

Published
April 1, 2024

Navigating Student Success

‘Navigators’ Are Critical in Indiana University of Pennsylvania’s Institution-Wide Initiative

By: Apryl Motley, CAE

To gain additional insight into how integrated planning to support student success can be a game changer, we turned to Paula Stossel, strategic advisor to the president for student success, and Amber Racchini, vice provost for student academic success, at Indiana University of Pennsylvania. They graciously accepted our invitation to address questions about their cross-functional effort to ensure a student-centered approach to delivery of support services at IUP.

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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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Trends for Higher Education

Published
March 20, 2024

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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

Creating a Student Success District Through Transformative Renovations

By: Nina Bates, University of Arizona | Taaon Fraser, University of Arizona | Robyn Huff-Eibl, University of Arizona | Catharine Killien, The Miller Hull Partnership, LLP

First generation and marginalized students often have difficulty accessing campus services. Holistically supporting students through integrated services so that they feel valued, respected, and included is critical to graduation and retention rates.
Abstract: First generation and marginalized students often have difficulty accessing campus services. Holistically supporting students through integrated services so that they feel valued, respected, and included is critical to graduation and retention rates. The University of Arizona (UA) radically transformed access to student services, bringing together previously disparate services into the co-located Student Success District that renews existing campus assets into accessible, flexible, human-centric spaces. This session will share a model for bridging strategic and facilities planning with universal principles and qualitative and quantitative metrics for leveraging existing programs and building resources to improve student outcomes.

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Conference Presentations

Published
March 19, 2024

The Reactivated Campus: Do More With Less

By: Nate Goore, MKThink | Cristina Greavu, MKThink | David Moehring, University of Washington-Bothell Campus | S. Gowri Shankar, University of Washington-Bothell Campus | Amy Van Dyke, University of Washington-Bothell Campus

Post-covid, many campuses are still struggling with balancing in-person, remote, and hybrid student experiences.
Abstract: Post-covid, many campuses are still struggling with balancing in-person, remote, and hybrid student experiences. Working within tight funding constraints, University of Washington (UW) Bothell developed a strategy to revitalize the campus core, double down on in-person experiences, and repurpose underutilized spaces for future flexibility. Come learn about new broadly applicable methods and solutions for revitalizing campuses in our current and future condition of blended in-person, remote, and hybrid educational models.

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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.

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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.

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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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