Learning Resources

Abstract: This article presents how a small, resource-constrained university leveraged integrated institutional planning to launch a 30-credit completion strategy that significantly improved student momentum, graduation rates, and institutional planning culture. By coordinating cross-functional teams, employing real-time data, and strengthening communication systems, the university built a scalable and sustainable framework that bolstered student retention and completion without requiring new funding or staff. This case offers a roadmap for similarly situated institutions aiming to align credit accumulation initiatives with broader strategic goals to drive measurable student success outcomes.

Abstract: Times of rapid change can interrupt operations and implementation efforts. Preventing this requires an ability to quickly adapt our programs and offerings to the changing landscape. Unfortunately, operational complexity and the disorienting nature of uncertainty become a hurdle to rapid response. Either we get overwhelmed trying to identify all that needs to change, or we respond haphazardly, missing crucial details.

Contingency planning can help. It is a method for preparing for potential changes that identifies how operations and action plans need to shift in response. It can also be used to respond to changes after they happen.

The Campus Contingency Planner is a template for lightweight, rapid contingency planning. It guides you through a process that identifies the impacts of change, how decisions during contingency planning will be made, and the operational components of programs and offerings that will need to be adapted in response.

Whether you manage student-facing programs (like academic programs or student affairs activities), or direct services that are internally supportive (like space management or IT), the Campus Contingency Planner can help you respond to change with flexibility, minimizing disruption and moving your institution forward.

Abstract: The Choosing by Advantage (CBA) Matrix is a powerful tool for decision-making in the design and construction industry, from the planning process through project completion, and it delivers efficiency through fewer changes. CBAs take all stakeholders into account when defining advantages, so campus planners can achieve quality, an on-time schedule, and cost savings at every stage. Via simulation, we'll demonstrate how you can apply CBAs across all phases of a project. By presenting and providing step-by-step, compelling visuals, our team will enable you to implement CBAs tactically and early in your next project.

Abstract: Universities must decide what to do with their high-rise residence halls that don't meet modern standards for energy efficiency and student expectations. Renovation often proves to be the best solution for a variety of reasons. At Boston University (BU), what started as a building systems upgrade evolved into a major renovation, which elevated the student experience, social and emotional wellbeing, and campus decarbonization goals. Using BU's Warren Towers as a model of decision making, this session will help you work through the possibilities of a major renovation on your campus with the aim of meeting student wellbeing and decarbonization objectives.

Abstract: This session will illustrate how Artificial Intelligence (AI) and Human Intelligence (HI) combine to create Collaborative Intelligence (CI), which will transform and disrupt every process and practice it touches. Southern New Hampshire University (SNHU) is building on its track record of preparing students for the future by leveraging CI and a clean sheet design approach to create a revolutionary new instructional model. To harness the power of CI, institutions must reinvent their approach for crafting and executing strategy to create a sense of urgency for change, engage many participants, provide transformation tools, and change culture.

Abstract: A codified planning and resource alignment process can elevate institutional planning culture and help ensure the alignment of resources to the strategic plan. We'll show how planning and resource alignment are part of a systematic, data-informed, and integrated approach to achieving an institution's mission and vision. You'll walk away from this session with templates and logistical knowledge for effective implementation of annual planning and resource alignment as a part of an institutional integrated planning process.

Abstract: Data is a pillar for organizational mission and for driving results. Planners must not undervalue the importance of data-informed decision-making and its link to institutional wellbeing and sustainability. Montgomery College's (MC) integrated planning incorporated robust community input that culminated into a successfully built plan that supports agility and flexibility. MC continuously reminds and educates the campus community about 'what's in it for me' and the benefits of collaborating on this growth mindset. This session will demonstrate how data-driven planning fosters ownership, accountability, buy-in, and increases effectiveness and trustworthiness of institutional decision-making, resulting in positive outcomes and decreased risk.

Abstract: Institutions can no longer be effective when resources, data, ideas, and people are siloed. A complete picture of institutional health requires planning leaders to break down silos and confront challenges using a shared language and an integrated and wholistic view across institutional functions. In this session, we'll discuss the integrated institutional effectiveness model, a rubric for the model, and approaches that allow planners to lead across silos.

Abstract: Since the average presidential tenure is now fewer than six years, campuses need to design and implement circumspect planning which will prove stable even in the event of leadership changes. Using examples from eight institutions across the U.S., this session explores the challenges to campus strategic planning when new leadership arrives. Campus constituencies will be able to weather the uncertainties of a presidential transition through a detailed understanding of commonly experienced impacts on campus planning.

Abstract: Institutions require accurate data to support decision making and planning, so they can and should carefully consider how this data is organized. As higher education continues to evolve to meet new challenges, there are significant opportunities to rethink how institutions are organized to benefit from blending the power of institutional strategy, integrated planning, and analytics. Washington State University (WSU) has evolved to combine these institutional functions into a central unit. This session will show you how to embrace collaborative partnerships and organize similar functions at your institution to bring focus, coordination, and alignment to your institutional planning.