Learning Resources

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.

Abstract: Integrated planning and design that optimizes development capacity and leverages campus growth can help institutions achieve ambitious resilience goals for net-zero energy and resource conservation for a healthier, more sustainable environment. This session will discuss Princeton University’s ongoing efforts to support an ambitious capital plan, address deferred maintenance, advance climate solutions, and maximize use of campus lands. The path to a sustainable campus future will require institutions to go beyond business-as-usual planning to rethink campus infrastructure—particularly energy, stormwater, and landscapes—and activate high-performance sites and buildings.

Abstract: The presidential search process is an opportunity for the institution to plan for and vet potential leaders who will play a pivotal role in the success or failure of diversity initiatives. A key question to ask during searches is whether the growing student diversity on campus is present within the presidential search itself. We advocate for institutional governing boards to commit to creating lasting, cultural change and including DEI efforts in the presidential hiring process.

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.

Abstract: Shared Leadership in Higher Education: A Framework and Models for Responding to a Changing World
Edited by Elizabeth M. Holcombe, Adrianna J. Kezar, Susan L. Elrod, and Judith A. Ramaley
Stylus Publishing: Sterling, Virginia: 2021
256 pages
ISBN: 978-1642672251

Abstract: “In 2013 TRU established ‘increasing sustainability’ as one of its five strategic priorities for 2014-2019. This Strategic Sustainability Plan (SSP) is aligned with the university’s strategic plan, and provides a focus for TRU’s efforts toward sustainability over the same period. The SSP is comprehensive in nature, and includes more than 130 recommended strategies across four key focus areas: Operations & Planning, Advocacy & Engagement, Learning, and Administration. The SSP is intended to provide a framework for each TRU department and operational unit to incorporate sustainability initiatives into their own planning processes (the structure of the plan is illustrated on the opposing page). . . . Unlike some strategic documents, the plan takes a comprehensive approach of documenting strategies over the next 5 years. These strategies are not all the responsibility of one department or office, but rather are shared among many. This comprehensive approach will allow each office or department to see where and how it can play a role in TRU’s sustainability journey.”

Abstract: Detailed campus master plan documentation for the Texas A&M University’s RELLIS innovation campus, located 15 minutes from the main campus in College Station.

From the executive summary:
“The 2018 RELLIS Campus Master Plan is a planning effort that focuses on supporting The Texas A&M University System as a national leader in high-tech research, innovation, training, and technological development. Key aspects of this plan focus on supporting and guiding campus organization, buildout development, open space networks, facility programming, and improving social amenities located within the campus. Issues considered in this 20-year planning horizon anticipate enrollment growth, increased teaching and research demands, future transportation needs, sustainability, and economic growth. A campus-wide advisory committee included multiple stakeholders which helped shape the strategic goals that will guide the physical development of the campus during the life of the 2018 master plan. The changes presented in this plan are intended to transform the largely undeveloped 1,877 acres of land into a multi-institutional research, testing, and workforce development campus that directly benefits society at large. The 2020 update to this plan reflects additional study and progress on the campus as of December 31, 2019.”

Contents:

• Introduction (includes approach and timeline)
• Background
• The Vision
• Plan Elements
• Infrastructure Plan
• Guidelines
• Signage and Wayfinding
• Appendices

Abstract: Securing financial viability requires an engaged board that is monitoring the right trends and campus indicators, asking the right questions of campus leaders about the institution’s finances, and doing the scenario planning and stress testing necessary to transform a business model under stress.

The governing board’s fiduciary duty to steward the institution’s financial health requires that boards and leaders consider business model transformations, and plan for a range of scenarios like mergers, affiliations, strategic partnerships, and even—when all other options are exhausted—final transformations such as campus closures when continued mission fulfillment is impossible.

This is part two of a two-part webinar series delivered in partnership between SCUP and the Association of Governing Boards of Universities and Colleges (AGB), “Higher Education Business Models Under Stress: Planning for Successful Transitions”. This series will help build your fiduciary understanding of your institution’s business model as you prepare the campus for a range of possible business transformations, from mergers, strategic affiliations, corporate partnerships, or even the ultimate scenario of a campus closure. View the recording for part one, “Board Oversight of Finance and the Business Model: Key Indicators and Trends for Scenario Planning and Stress Testing”.