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Webinar Recordings

Published
April 3, 2024

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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

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Blog Post

Published
April 1, 2024

Navigating Student Success

‘Navigators’ Are Critical in Indiana University of Pennsylvania’s Institution-Wide Initiative

By: Apryl Motley, CAE

To gain additional insight into how integrated planning to support student success can be a game changer, we turned to Paula Stossel, strategic advisor to the president for student success, and Amber Racchini, vice provost for student academic success, at Indiana University of Pennsylvania. They graciously accepted our invitation to address questions about their cross-functional effort to ensure a student-centered approach to delivery of support services at IUP.

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Planning for Higher Education Journal

Published
March 20, 2024

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Financial Planning for Central Utility Plant Decarbonization

Divide and Conquer the Lift Across Different Funding Options

By: Andrew Honeyman, BSME, and Paul Graves, BSME

Vital stakeholder feedback and consensus from various university departments reveal the proper approach to building issues. Institutions such as the University of North Dakota used technical planning to produce well-informed financial modeling and right-sized financial plans.

From Volume 52 Number 2 | January–March 2024

Abstract: Implementing central utility plant (CUP) decarbonization projects requires strategic financial planning, collaboration, and consensus-building from the entire university community. This article describes gathering support from facilities management, executive staff, and lawmakers through technical and financial charrettes. Learn how technical planning produces well-informed financial modeling and right-sized financial plans, and how shared planning between design teams and facility planners creates tailored funding options, including IRA incentives, to fund decarbonization.

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Conference Presentations

Published
March 5, 2024

Planning and Implementing the Sustainable Campus of the Future

By: Nicole Holmes, Nitsch Engineering | Thomas Nyquist, Princeton University | Daniel O’Shaughnessy, Skidmore, Owings & Merrill LLP | Natalie Shivers, Princeton University

Integrated planning and design that optimizes development capacity and leverages campus growth can help institutions achieve ambitious resilience goals for net-zero energy and resource conservation for a healthier, more sustainable environment. This session will discuss Princeton University’s ongoing efforts to support an ambitious capital plan, address deferred maintenance, advance climate solutions, and maximize use of campus lands. The path to a sustainable campus future will require institutions to go beyond business-as-usual planning to rethink campus infrastructure—particularly energy, stormwater, and landscapes—and activate high-performance sites and buildings.
Abstract: Integrated planning and design that optimizes development capacity and leverages campus growth can help institutions achieve ambitious resilience goals for net-zero energy and resource conservation for a healthier, more sustainable environment. This session will discuss Princeton University’s ongoing efforts to support an ambitious capital plan, address deferred maintenance, advance climate solutions, and maximize use of campus lands. The path to a sustainable campus future will require institutions to go beyond business-as-usual planning to rethink campus infrastructure—particularly energy, stormwater, and landscapes—and activate high-performance sites and buildings.

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Planning for Higher Education Journal

Published
February 23, 2024

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Book Review: “Whatever It Is, I’m Against It”

Resistance to Change in Higher Education

By: John Kilmarx, PhD

From Volume 52 Number 2 | January–March 2024

Abstract: Brian Rosenberg, the author of “Whatever It Is, I’m Against It”: Resistance to Change in Higher Education, argues that improvements in higher education are needed—which is certainly not a controversial or surprising outlook. However, he also says many institutions are on an unsustainable financial path, which makes the imperatives for change more urgent. What exactly needs to be addressed and how dramatically, though, is a matter of one’s perspective. The reviewer observes that in most cases, sustainable changes have been ongoing but incremental, not transformational. Some stakeholders might celebrate that fact. In other corners, this is not enough, and so frustrations abound.

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Planning for Higher Education Journal

Published
February 12, 2024

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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.

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Example Plans

Published
November 13, 2023

Example Plan

Private Doctoral/Research University (Maryland, United States)

The research university’s 2023 strategic plan.

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Webinar Recordings

Published
October 25, 2023

Achieving Big Carbon Reduction Goals With Small Targeted Building Actions

By: Rebecca Berry, AIA, LEED AP, Finegold Alexander Architects | Lara Pfadt, AIA, LEED AP, CPHC, Finegold Alexander Architects | Michelle Maheu, Wellesley College | Jess Farber, PE, WELL AP, CMTA

This session will provide insight on useful data types for existing building stock and a process for existing conditions exploration to address carbon neutral goals and deferred maintenance within time and budget constraints.

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Webinar Recordings

Published
October 4, 2023

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Decarb Buy-in: Creating a Culture of Decarbonization

By: Lilian Asperin, WRNS | Lisa Dulude, University of Washington | Debra Smith, University of California Davis | Lindsey Rowell, California State University

Decarbonization requires thinking big and working together. Universities are uniquely positioned to model innovative planning approaches to decarbonization, revealing what’s possible at different scales, from individuals to broader organizations.
Abstract: Decarbonization sits at the nexus of integrated planning. Gain buy-in by engaging students, faculty, staff, industry partners, and the broader community across all campus facets to create a culture of decarbonization that yields tangible outcomes. Decarbonization requires thinking big and working together. Universities are uniquely positioned to model innovative planning approaches to decarbonization, revealing what’s possible at different scales, from individuals to broader organizations. Attendees will gain tools for implementing decarbonization plans aligned with institutional missions. Develop strategies to build consensus, align on priorities, think big, and create a culture of decarbonization defined by new models of practice.

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Planning for Higher Education Journal

Published
June 21, 2023

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Optimizing for Growth

Long-Term Planning Is Essential During an Institutional Merger, Acquisition, and/or Geographic Expansion

By: Clayton Mitchell, MS, PE, CEM, and Chuck Rudalavage, BArch, AIA, LEED AP

Thomas Jefferson University focused on culture, communications, and collaboration during a transformational period of combining institutions.

From Volume 51 Number 3 | April–June 2023

Abstract: Accurately planning long-term strategy can be a shaky task for quickly-growing organizations, especially those that desire to maintain a strong impression on their stakeholders and surrounding communities. History shows that mergers and acquisitions can negatively impact an organization’s culture, communication initiatives, and internal and external experiences. Thomas Jefferson University, a longstanding private medical research university in Philadelphia, educating scholars since 1824, in recent years merged with Philadelphia University and further expanded its footprint through the aligned Thomas Jefferson University Hospital. The authors of this article describe how to collaboratively optimize growth during a transformational period.

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