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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
July 22, 2024

All Things Considered: Collaborative Approaches to Academic Program Proposals

Academic program misalignment can have serious consequences for institutions, such as a lack of support for competing priorities and unwieldy maintenance of administrative oversight.
Abstract: Academic program misalignment can have serious consequences for institutions, such as a lack of support for competing priorities and unwieldy maintenance of administrative oversight. Students may also obtain degrees that are difficult to explain or find themselves caught in programs that require teach-outs to complete a discontinued course of study. This session will cover how planners can strategically invest institutional resources in academic program proposals to ensure programs are student centered, institutionally aligned, and collaborative. Join us to discover how you can effectively analyze and align programs, engage stakeholders, and manage expectations for academic programs at your institution.

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Conference Presentations

Published
July 22, 2024

Research Space Utilization Metrics: Putting Them to Work for You

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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Planning for Higher Education Journal

Published
July 10, 2024

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Democratizing Data to Close Equity Gaps

Engage Teams to Dismantle Systemic Barriers That Impede Student Success

Kean University strategically reframed and visualized student data, merged planning processes, and harnessed analytics to dismantle impediments to bridging equity gaps in higher education.

From Volume 52 Number 3 | April–June 2024

Abstract: Through the inception of the Division of Strategic Analytics and Data Illumination (SADI), Kean University has cultivated a capacity for data literacy and analytics, empowering its community to employ data for evidence-based decision-making to overcome barriers to student success.
Employing optimal practices in integrated planning, SADI unified disparate offices into one cohesive data team to strategically reframe and visualize student data, identifying specific needs for continual improvement. This article underscores SADI’s initiatives in democratizing data, merging planning processes, and harnessing analytics to dismantle impediments to student success, particularly in bridging equity gaps in higher education.

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Webinar Recordings

Published
June 12, 2024

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Effective Academic Cost Stewardship: Strategies for a Sustainable Future

Join us for a transformative exploration into the dynamic world of academic cost stewardship within higher education institutions.
Abstract: Join us for a transformative exploration into the dynamic world of academic cost stewardship within higher education institutions. This webinar, based on the comprehensive guide Effective Academic Cost Stewardship Ecosystem: A Practical Guide for Administrators, Faculty, and Governing Boards, delves into tailored solutions and best practices that can help your institution navigate financial challenges while simultaneously enhancing academic excellence. Discover innovative strategies for academic planning and cost stewardship, leveraging data for informed decision-making, and fostering a culture of transparency and adaptability. Whether you're an administrator, faculty member, or institutional planner, this session will equip you with actionable insights to steer your institution toward a sustainable future.

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Conference Presentations

Published
March 19, 2024

An Intersectional Approach to Campus Planning at Cal Poly Humboldt

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
December 15, 2023

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Survival of the Financially Fittest

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

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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Example Plans

Published
November 13, 2023

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Example Plans

Published
August 8, 2023

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Example Plans

Published
June 30, 2023

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