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Your Higher Education Planning Library

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Conference Presentations

Published
April 3, 2025

Piloting Health and Wellbeing Metrics in University Capital Projects

Abstract: The University of California system recently incorporated wellbeing and diversity goals in its sustainability practices policy. Campuses must start planning how they will proactively move these goals forward. This session will provide a successful example of piloting new metrics?Äîbased upon the WELL Building Standard?Äîin university capital projects to ensure and maintain occupants' good health and wellbeing through cross-campus integration. Join us to explore opportunities for applying the WELL rating system's ten concepts that elevate wellbeing and physical environment health impacts on your campus.

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Conference Presentations

Published
April 3, 2025

Live Your Strategic Plan: A Framework for Facilitating Campus Engagement

Abstract: Traditional strategic planning can lead to a static plan that does little to inspire implementation or true change. This session will detail a process that promotes buy-in and engagement while providing structured frameworks to support implementation and assessment. Our framework provides support for a campus community to 'live' its institutional strategic plan through the strategic planning cycle (SPC) at the unit level, informing the realization of institutional goals and outcomes. We'll provide our tools and approaches for you to access and review, as well as the rationale for developing support for your own campus communities to 'live' their strategic plan.

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Conference Presentations

Published
July 22, 2024

Research Space Utilization Metrics: Putting Them to Work for You

By: Greg Aldridge, Sr. Lab Planner | Erik Halle, Senior Director, Knowledge Enterprise Operations | Stan Klonowski, Associate Director

The cost of building and operating research space continues to increase alongside the profile of these spaces on campus.
Abstract: The cost of building and operating research space continues to increase alongside the profile of these spaces on campus. Space management practices can help to enhance institutional reputation by growing research on a more affordable and sustainable basis. This session will examine Arizona State University's (ASU) process of managing research space in new and existing buildings, the research funding and facilities ecosystem, common metrics for productivity, and justifications for space management. We'll provide data-driven insight into ASU's implementation, ideas for translating the process to your institution, and justification for implementing our research space management and optimization practices.

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Conference Presentations

Published
March 19, 2024

An Intersectional Approach to Campus Planning at Cal Poly Humboldt

By: Kassidy Banducci, Cal Poly Humboldt | Michael Fisher, Cal Poly Humboldt | Georgia Sarkin, SmithGroup | Rosa Sheng, SmithGroup

In 2020, California State Polytechnic University (Cal Poly), Humboldt’s transformation to the system’s third polytechnic required a new intersectional approach to campus physical planning that addresses a spectrum of needs for ambitious growth, future ready resilience, and student persistence. Rapid disruptions affected academic access, achievement, and workforce readiness of Generation Z. The polytechnic implementation inspired a planning process that prioritizes people first to address social, environmental, health, and economic challenges. This session will share lessons learned from the Cal Poly Humboldt physical planning process and provide tactical tools for effective stakeholder engagement, data collection, and establishing metrics of gauging success.
Abstract: In 2020, California State Polytechnic University (Cal Poly), Humboldt’s transformation to the system’s third polytechnic required a new intersectional approach to campus physical planning that addresses a spectrum of needs for ambitious growth, future ready resilience, and student persistence. Rapid disruptions affected academic access, achievement, and workforce readiness of Generation Z. The polytechnic implementation inspired a planning process that prioritizes people first to address social, environmental, health, and economic challenges. This session will share lessons learned from the Cal Poly Humboldt physical planning process and provide tactical tools for effective stakeholder engagement, data collection, and establishing metrics of gauging success.

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Planning for Higher Education Journal

Published
September 28, 2023

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Why Do Most Institutional Presidents Look Roughly the Same?

Plan for Racial, Ethnic, and Gender Diversity in a Presidential Search

By: Dana Ainsworth, MA, and Jeffery L. Wilson, PhD

An institution’s governing board should determine how diversity initiatives will be prioritized during the search process.

From Volume 51 Number 4 | July–September 2023

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.

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Example Plans

Published
June 30, 2023

Strategic Plan, Strategic Planning Website

Multiple Locations

Strategic plan for the university system developed by the state’s board of higher education.

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Planning for Higher Education Journal

Published
May 23, 2023

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Quickly Building a Bridge

Use an Institutional Effectiveness Planning Model to Drive Strategic Planning

By: Jason Nicholas, MS, Daniel Cullen, PhD, and Ellen Koski, MPH

Executive leadership changes at Northern Michigan University led the interim president, interim provost, and Board of Trustees to call for a bridge plan to clearly articulate strategic work happening throughout campus. This article describes how the university was able to develop an interim strategic plan with broad campus engagement in less than half a year.

From Volume 51 Number 3 | April–June 2023

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Planning for Higher Education Journal

Published
March 24, 2023

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Transforming Data into Meaningful Information

Put Methodologies in Action with Data-Driven Integrated Planning

By: Douglas Masterson, PhD, Christopher M. Davis, PhD, and Suzanne Carbonaro, MEd

Leaders in two different accreditation regions share best practices and lessons learned from their integrated planning evolution and its impact on operational efficiency and student learning.

From Volume 51 Number 2 | January–March 2023

Abstract: Institutional success depends on long-term sustainability, connecting investments with outcomes, and creating a culture that is data-informed. As the role of institutional effectiveness expands across higher education, designing a comprehensive integrated planning process is critical. Integrated planning requires a unified approach to utilizing academic and administrative data for continuous improvement. However, this can be an overwhelming process for institutions, with many unsure of where to start. Learn from leaders in two different accreditation regions as they share best practices and lessons learned associated with their integrated planning evolution and its impact on operational efficiency and student learning.

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Webinar Recordings

Published
September 9, 2022

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Strategic Planning That’s Truly Strategic

By: Aimee Hosemann, PhD, RHB | Rob Zinkan, EdD, RHB

What do strategic plans do? What does it mean to be “strategic”? These are among the questions addressed in a recent year-long study of 108 active college and university strategic plans. Hear directly from the researchers as they highlight a few important insights they discovered during their analysis, like how to avoid the many pitfalls of strategic planning and ensure a process focused on strategy and outcomes.
Abstract: What do strategic plans do? Who are they for? What does it mean to be “strategic”? These are among the questions addressed in a recent year-long study of 108 active college and university strategic plans (and the basis of the 2021 book What Makes a Strategic Plan Strategic). Hear directly from the researchers as they highlight a few important insights they discovered during their analysis, like how to avoid the many pitfalls of strategic planning and ensure a process focused on strategy and outcomes.

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