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Your Higher Education Planning Library

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Webinar Recordings

Published
November 15, 2023

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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.

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Example Plans

Published
September 2, 2022

Supporting Document

Public Associate’s College (California, United States)

The college recently redesigned its planning and budgeting process to strengthen alignment and improve communications. This calendar depicts the timeline for that process.

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Example Plans

Published
May 31, 2022

Supporting Document

Public (British Columbia, Canada)

This green paper (a preliminary report of proposals published to stimulate discussion) introduces the primary concepts and advantages of integrated planning, designating it as the approach that will frame the institution’s upcoming strategic planning process.
Abstract: From the introduction: “Envision TRU culminated with the approval of a new institutional vision, values and change goals. The COVID-19 pandemic has put a pause on our work towards vision realization and goals prioritization. We now are picking up where we left off. This green paper is intended to present a general outline and stimulate discussion on how Thompson Rivers University (TRU) can work towards living our new vision and achievement of our 10-year goals.” Contents:
  • What Is Integrated Planning
  • Planning Process Model
  • Why Adopt Integrated Planning At TRU
  • Strategic Framework Approaches
  • Integrated Planning Implementation
  • How Will We Realize Envision TRU?
  • Planning, Budgeting and Assessment
  • Next Steps

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Planning for Higher Education Journal

Published
June 14, 2021

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Good Academic Planning Is What Happens . . .

. . . When Opportunity Meets with Integration

By: David A. Jenks, PhD, and Brendan Bowen, MPA

The division of Academic Affairs at the University of West Georgia worked with SCUP to integrate academic planning with facilities, accreditation, budget, student affairs, and student success.

From Volume 49 Number 3 | April–June 2021

Abstract: The division of Academic Affairs at the University of West Georgia became involved with the Society for College and University Planning and integrated planning over four years ago. The result was slowly integrating academic planning with facilities, accreditation, budget, student affairs, and student success. Just as Thomas Edison was probably not thinking about integrated planning when he was quoted on planning, we had no idea how fruitful our efforts would become. We enhanced and assessed student scheduling, learning spaces, faculty support, and student success and support services in a meaningful way that resulted in positive and measurable outcomes for improving learning and reducing costs.

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Conference Recordings

Published
March 11, 2021

2021 Mid-Atlantic Regional Conference | March 2021

Reaping the Benefits of a New Building? Without Building New

By: Jennifer Amster, EYP | Laura Berman, Rutgers University | Justin Shultz, EYP Architecture & Engineering

In this session, we'll demonstrate how to renovate your campus spaces to maximize programming and performance, using a planning approach that addresses the unique challenges of modernizing existing buildings, accommodating future-focused programming needs, and minimizing operational costs.
Abstract: Owing to the pandemic's economic impact, campus budgets are facing greater challenges to recruit students and meet expectations for state-of-the-art spaces. In this session, we'll demonstrate how to renovate your campus spaces to maximize programming and performance. We've integrated key aspects of high-performance design into a planning approach that addresses the unique challenges of modernizing existing buildings, accommodating future-focused programming needs, and minimizing operational costs. Come learn about a process that will help you consider the highest use of all resources through a variety of lenses and work with stakeholders on your campus to develop a common vision.

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Conference Recordings

Published
March 10, 2021

2021 Mid-Atlantic Regional Conference | March 2021

No Net New Space

Realigning Existing Space with a Forward-Looking Vision

By: Shannon Dowling, Ayers Saint Gross | Lori Blackwood, Longwood University | Jerry Jerome, Longwood University

We'll share the process used at Longwood University to reallocate existing space to align with a new core curriculum centered on deep learning, creativity, and collaboration—and will demonstrate how your institution can use it to assess existing space, reallocate underutilized space, align budget, and advocate for student and faculty buy-in.
Abstract: Post-COVID, many institutions are finding that their existing space portfolio no longer matches their students' needs, but their budgets are stretched. This session will explore Longwood University's mission to reallocate existing space to align with a new core curriculum centered on deep learning, creativity, and collaboration. We'll share Longwood's process and demonstrate how your institution can use it to assess existing space, reallocate underutilized space, align its budget, and advocate for student and faculty buy-in.

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Conference Recordings

Published
October 20, 2020

2020 North Central Regional Conference | October 2020

Using Metrics to Maximize the UW-Platteville Engineering Facility

By: Maura Donnelly, Senior Architect, University of Wisconsin System Administration | Molly Gribb, Dean, College of Engineering, Mathematics & Science, University of Wisconsin-Platteville | Kate Herbolsheimer, Principal Planner, Education, HDR, Inc. | Stephanie McDaniel, Principal, BWBR Architects, Inc.

We’ll discuss how we leveraged metrics and space utilization studies to achieve a unifying one-building solution for all engineering programs at the University of Wisconsin-Platteville rather than the original master plan vision for three buildings.
Abstract: Through the use of real-time data, institutions can overcome budgetary constraints for capital projects by maximizing space utilization through shared resource planning and optimization. We’ll discuss how we leveraged metrics and space utilization studies to achieve a unifying one-building solution for all engineering programs at the University of Wisconsin-Platteville rather than the original master plan vision for three buildings. Come learn how data-informed decision making can help you lead a collaborative planning process at your institution to develop multidisciplinary solutions that overcome limited capital dollars.

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Conference Presentations

Published
October 28, 2019

2019 North Central Regional Conference | October 2019

Revitalization

Planning Adaptable Spaces for a Growing Campus Community

By: Faye Bodyke, Adana Johns, Jerry Johnson

We will share how the renovation of The Ohio State University’s Biomedical and Materials Science Engineering Complex’s managed project objectives to achieve the best use of space, phased construction, budget, and sustainability goals.
Abstract: The Ohio State University (OSU) strategically planned and designed research and academic spaces for their growing College of Engineering program. This phased renovation and addition to existing laboratories within a prominent campus core provided OSU with a contextual gateway as well as essential research and academic space to support growing enrollment. We will share how the Biomedical and Materials Science Engineering Complex’s (BMEC) renovation required diligent management of project objectives to achieve the best use of space, phased construction, budget, and sustainability goals for a signature project.

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Planning for Higher Education Journal

Published
July 1, 2017

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Is a Capital Project on Your Plate?

A Guide to Developing Effective Places for Teaching and Learning

By: Robert Mention

Here are eight steps proven to help planners navigate the complexities and avoid the pitfalls that are too often part of the process when planning and funding capital projects.

From Volume 45 Number 4 | July–September 2017

Abstract: Do you have facility needs, like the need for more/improved space for instruction or infrastructure upgrades? Is it time to address deferred maintenance issues? Do you have reservations about venturing into unfamiliar territory? You’ll have to wrestle with some vexing matters—plan alternatives, big budgets, illusive funding sources, and an uninformed public. Your concerns are valid. With a rich background as architectural firm principal and later as a community college project manager, the author has been through the drill. This article’s thoughtful advice details a project’s first phases—from initial concepts to developed projects with funding. It will head you toward success by helping to avoid the pitfalls.

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Planning for Higher Education Journal

Published
April 1, 2017

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Integrating Board, System, and University Planning and Performance During a Period of Rapidly Declining State Funding Commitment

By: Thomas K. Anderes

Even in the most difficult financial times, integrating planning and budgeting throughout the organization creates opportunities for success.

From Volume 45 Number 3 | April–June 2017

Abstract: In 2009 the Arizona University System (supporting over 130,000 enrollments) through its Board of Regents directed its board president and the presidents of Arizona State University, University of Arizona, and Northern Arizona University to create an operational plan that reflected the board’s vision, goals, and strategic directions. A primary objective was to transform the system (or enterprise) vision into concrete goals and outcomes that would directly connect to financial decision making at the system and university level. The backdrop for higher education planning and budgeting expectations included the continuation of severe reductions in state funding, rapidly increasing student tuition and fees, and a call for greater accountability. The planning processes were characterized by the integration of board and presidential discussions, inclusion of constituent debate, identification of strategic choices, and approval of outcomes focused on measuring performance. The integration ran across and within three organizations or levels that included the Arizona Board of Regents, its system administration, and the three universities.

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