Learning Resources

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

Planning Types: Strategic Planning
Tags: Organizational Change, Original Research, Planning Processes

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Conference Presentations

Published
March 5, 2024

New School of Nursing: Innovative Educational Technologies Wrapped in Tradition

By: Debra Nauta-Rodriguez, The Catholic University of America | Nicole Ostrander, Ayers Saint Gross | Jennifer Stone, Robert A.M. Stern Architects | Thomas Striegel, The Catholic University of America

Many campuses face challenges integrating with their surrounding urban contexts. Gateway buildings along campus edges can reinvigorate campus-city connectivity while a contextual design can contribute to an institution’s sense of place.

Abstract: Many campuses face challenges integrating with their surrounding urban contexts. Gateway buildings along campus edges can reinvigorate campus-city connectivity while a contextual design can contribute to an institution’s sense of place. The Catholic University of America’s newly completed School of Nursing and gateway plaza serves as a threshold between the urban fabric and pastoral landscape with a collegiate gothic exterior and an educationally advanced, innovative interior. This session will illustrate a project case study that engages the surrounding urban context with sustainable, responsible design, combining a historically responsive exterior with technology-rich, contemporary interior spaces.

Resource Types: Campus Planning
Tags: Facilities Design, Flexible Learning Spaces, Landscape / Open Space, Leadership in Energy and Environmental Design (LEED), Learning Environments, Medical / Allied Health Facility

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Conference Presentations

Published
March 5, 2024

Immersive Educational Facilities Design: Manufacturing Innovation and Connection

By: Chuck Rudalavage, Gensler | Dena Wangberg, Associate, Gensler

As trade schools gain national recognition for their affordability and career-centric focus, Raleigh’s Wake Technical Community College (WTCC) has set a new standard for strategic facilities design by capitalizing on community, industry, and government partnerships.

Abstract: As trade schools gain national recognition for their affordability and career-centric focus, Raleigh’s Wake Technical Community College (WTCC) has set a new standard for strategic facilities design by capitalizing on community, industry, and government partnerships. This session will show how WTCC is producing the next generation of innovative automotive repair technicians and leaders through an immersive program that aligns industry partnerships, high-tech education, employment opportunities, and local economic development goals. Discover how WTCC’s new automotive laboratory consolidates diverse programs into one building with agile, collaborative spaces, preparing students for emerging technologies in rapidly changing industries.

Resource Types: Campus Planning
Tags: Academic Facility, Community College, Economic Development, Experiential Learning, External Collaboration / Partnerships, Facilities Design, Flexible Learning Spaces, Learning Environments

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Well-Being in Higher Education

Raising Literacy and Advancing the Conversation

By: Promila Rastogi, Stanford University School of Medicine | Julianne Nola, University of California, Davis | Demont Oliver, San Francisco State University | Lilian Asperin, WRNS Studio

Discover how to help students develop holistic and long-term healthy lifestyles by creating a culture of well-being in a collegiate environment informed by a myriad of social, economic, academic, and personal pressures. This session will cover how design can affect students physically and psychologically and how health centers can engage the campus community and encourage positive behaviors. This session was part of the “Well-being in Higher Education: Raising Literacy and Advancing the Conversation”—a series of free, virtual events with the goal to raise the literacy for well-being among higher education professionals and to advance conversation among colleagues on and across campuses.

Planning Types: Campus Planning
Tags: Facilities Design, Facilities Planning, Health and Wellness, Learning Environments, Student Experience

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Institutional Process Mapping

A College Eliminates Service Gaps and Improves Efficiency and Collaboration

By: Steve Erickson, EdD, and G.L. Tucker, BS

Minnesota State Community and Technical College coordinated and integrated processes for student onboarding to support institutional performance.

From Volume 52 Number 2 | January–March 2024

Abstract: Students experience institutional processes differently than employees within an institution. Process mapping and evaluation, or Value Stream Mapping, is a purposeful way to coordinate and integrate processes to support institutional performance through the identification of inefficiencies, increased interdepartmental collaboration, and ultimately the creation of new processes that eliminate service gaps. This article will introduce key elements in process mapping, process evaluation, and the process management lifecycle. Those concepts will be described through one collegiate institution’s practical application of student onboarding evaluations across several departments, including recruiting, admissions, financial aid, and advising.

Institutions Mentioned: Minnesota State Community and Technical College
Tags: Community College, Continuous Improvement, Operational Planning, Planning Processes, Student Services

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Collaborating, ‘Speed Dating,’ Celebrating, and More

Augusta University Equipped a Core Team to Engage Stakeholders in Strategic Planning

By: Mickey Williford, MPA and Brittany Cipollone, MBA, MAT

University colleagues share techniques and tools they find effective in their strategic planning process—and in fostering participation and intentional conversations.

From Volume 52 Number 1 | October–December 2023

Institutions Mentioned: Augusta University
Planning Types: Strategic Planning
Tags: Alignment, Building (or Writing) the Plan, Engaging Stakeholders, Environmental Scanning, Institutional Effectiveness, Planning Processes, Project Management, Team Building, Unit Planning

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Example Plans

Published
January 5, 2024

Strategic Plan, Strategic Planning Website

Public Doctoral/Research University (Georgia, United States)

Strategic plan for the university, which is beginning its second decade after consolidation.

Planning Types: Strategic Planning
Resource Types: Strategic Plan, Strategic Planning Website
Tags: Enrollment Management, External Collaboration / Partnerships, Funding, Goals, Hybrid Learning, Laboratory Facility, Learning Environments, Medical / Allied Health Education, Online Learning, Recreational Facility, Resource Management, Student Retention, Student Services, Student Success, Student Support Services, Teaching and Learning

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Survival of the Financially Fittest

Leverage Strategic Decision-Making and Key Financial Metrics to Achieve Financial Stability

By: Aaron Meis, EdD, and Julee Gard, EdD

Leaders must look closely at financial trends that may reveal signs of trouble—in the short or immediate term—and have the courage to act to address them.

From Volume 52 Number 1 | October–December 2023

Abstract: This article explores a methodology for assessing and managing the financial viability of private, tuition-dependent institutions as well as institutional tactics and strategies used to improve their financial strength. The resulting model will help institutions understand the trends and predictive value of key financial metrics directly impacting their liquidity and operations and how senior leadership can drive change. Institutional examples illustrate how to engage senior leadership in strategic decision-making that includes assessment of revenue growth and/or expense management.

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FLIPP: A Tool to Align Campus Stakeholders for Space Planning

By: Lisa Stephens, University at Buffalo School of Engineering and Applied Sciences and Senior Strategist for Academic Innovation for SUNY’s Office of the Provost | Aurora Velasco, Instructional Technology Services at San Diego State University

Join us as we discuss how the FLIPP: FLEXspace Integrated Planning Pathway may help serve your needs with academic facilities planning, while building cooperative trust among campus advisors.

Abstract: Shared governance is a long tradition that well serves the academy, even as opportunity cost casts a long shadow over constrained budgets supporting built infrastructure. Over the past decade, two freely available tools: the Learning Space Rating System (LSRS) and the Flexible Learning Environments eXchange (FLEXspace) have successfully combined into an integrated planning pathway to help align the complexities of faculty, designers and AV/IT professional perspectives when considering facilities investment. This planning pathway was built in collaboration with professionals over time from many campuses, including the University at Buffalo and San Diego State University where portions of the process were integrated into a holistic solution to assist with learning environment ideation and planning.

Join us as we discuss how the FLIPP: FLEXspace Integrated Planning Pathway may help serve your needs with academic facilities planning, while building cooperative trust among campus advisors.

Institutions Mentioned: University at Buffalo, San Diego State University
Planning Types: Campus Planning
Tags: Academic Facility, Engaging Stakeholders, Facilities Design, Facilities Planning, Learning Environments

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Responsive Design

Purposeful Planning Can Be Inclusive for Neurodiverse Students and Support the Well-Being of All

By: Shannon Dowling, MArch, AIA, LEEDAP, and James A. Baumann, MA

By incorporating student choice and voice into the planning and allowing autonomy in scale and adaptability, campuses can provide the environment where all students are most comfortable participating in any given activity.

From Volume 52 Number 1 | October–December 2023

Abstract: Research has shown that neurodivergent students report a lower sense of belonging and are less likely to feel welcomed, accepted, and like they belong on campus than their neurotypical peers. Considering this, a host of barriers to participation and belonging can be in effect across a college or university. While there are a few campus offices and departments that might address different aspects of these concerns independently, the most successful results occur when these groups—along with outside contractors such as design partners—work in strategic symphony.

This article is co-presented by the Association of College & University Housing Officers – International (ACUHO-I) and the Society for College and University Planning (SCUP) and is being published in publications for both organizations.

Institutions Mentioned: Colorado School of Mines, Denison University, Lewis & Clark College, Montana State University, Ohio State University-Main Campus, The State University of New York at Albany, University of Georgia, University of Oregon
Planning Types: Campus Planning
Tags: Facilities Design, Facilities Planning, Health and Wellness, Informal Learning Environments, Learning Environments, Placemaking, Student Housing

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