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Learning Resources

Your Higher Education Planning Library

Combine search terms, filters, institution names, and tags to find the vital resources to help you and your team tackle today’s challenges and plan for the future. Get started below, or learn how the library works.

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Planning for Higher Education Journal

Published
December 1, 2025

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Coordinating Complexity

Streamline Institutional Change Through Integrated Planning

By: Will Miller, PhD, Danielle Farris, MS, Katelyn Nelson, BS, and Nicole Wallace, BS

The authors replaced a costly, time-intensive model with a SharePoint-based system to transform sprawling processes into responsive systems for growth.

From Volume 54 Number 1 | October–December 2025

Abstract: With over 100 programs and 113 sites across 28 states and multiple countries, Embry-Riddle Aeronautical University faced mounting complexity in managing institutional changes.

Previously, each change we made required meetings with up to 30 participants from more than 20 offices, including Financial Aid, Facilities, Academic Affairs, IT, and Site Management.

Through integrated planning, we replaced that costly, time-intensive model with a SharePoint- based system for asynchronous collaboration. The shift fostered transparency, reduced delays, and empowered cross-functional alignment. The project exemplifies how intentional design and relationship-building can transform sprawling processes into coordinated, responsive systems prepared for institutional growth and change.

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Conference Presentations,Conference Recordings

Published
June 17, 2025

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At the Edge: Connecting Campus and Community Through Transformative Reuse

By: Joe Banks, Director of Construction, Wesleyan University | Tom Davies, Executive Director of Planning, Design and Construction, Amherst College | Jason Forney, Principal, Bruner/Cott Architects

Every campus has underused edges it can leverage as important connections to community within and beyond its boundaries Transformative reuse provides an opportunity to deploy new programs, restore important historic structures, and foster community in different ways. In this session, we’ll discuss how Wesleyan University and Amherst College invested in an underused, historic campus-edge buildings to develop a nexus for creative community, a student run hub, and a think tank for the humanities.
Abstract: Every campus has underused edges it can leverage as important connections to community within and beyond its boundaries Transformative reuse provides an opportunity to deploy new programs, restore important historic structures, and foster community in different ways. In this session, we’ll discuss how Wesleyan University and Amherst College invested in an underused, historic campus-edge buildings to develop a nexus for creative community, a student run hub, and a think tank for the humanities. You will discover parallels and ways of employing similar strategies to create meaningful connections between the campus and community. Furthermore, we’ll demonstrate how the reuse of existing buildings offers design inspiration while avoiding the embodied carbon of building new.

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Conference Presentations

Published
April 8, 2025

Decisions That Stick: Applying the CBA Matrix to Complex Projects

Abstract: The Choosing by Advantage (CBA) Matrix is a powerful tool for decision-making in the design and construction industry, from the planning process through project completion, and it delivers efficiency through fewer changes. CBAs take all stakeholders into account when defining advantages, so campus planners can achieve quality, an on-time schedule, and cost savings at every stage. Via simulation, we'll demonstrate how you can apply CBAs across all phases of a project. By presenting and providing step-by-step, compelling visuals, our team will enable you to implement CBAs tactically and early in your next project.

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Planning for Higher Education Journal

Published
February 14, 2025

Improving Student Support on a Decentralized Campus

Project Management Ensures Campus Stakeholder Buy-in, Cross-Collaboration, and Thorough Communication

By: Delaney Ybarra, MA, Andrea Garrity, MS, and Erica L. Wagner, PhD

Portland State University’s Office of Student Success adopted a project management framework to improve student outcomes, starting with a pilot program to administer hardship funds.

From Volume 53 Number 2 | January–March 2025

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Conference Presentations

Published
October 23, 2024

Reimagining Clippinger: Adaptive Reuse of an OU Post-war Science Building

By: Stephen Bergmeier, Marvin E. and Ann Diley White Professor of Chemistry, Ohio University-Main Campus | Matt Garrett, Principal, Flad Architects | John Wroblewski, Architect/Science Planner, Flad Architects

Since Ohio University's (OU) Clippinger Laboratory was built in 1967 higher education has changed dramatically: scientific research, instruction, and the students themselves.
Abstract: Since Ohio University's (OU) Clippinger Laboratory was built in 1967 higher education has changed dramatically: scientific research, instruction, and the students themselves. Through several examples over the 10-year period of Clippinger's reimagining, this session will examine a process for rethinking a building's vision, developing space needs, and responding to changing times so that the building can continue to serve the College of Arts and Sciences into the future. Come learn a set of adaptive reuse tools to guide planning and design, including alignment of program and capacity, compliance with regulations, and achieving sustainability and environmental goals.

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Blog Post

Published
August 9, 2024

Slight Differences and Lots of Similarities

Two Conference Presenters Both Advocate for Developing and Improving Planning Culture

By: Melodie Greer, MEd, Bryn Athyn College

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Conference Presentations

Published
July 23, 2024

Change Management: Leveraging Accreditation in a Challenging Environment

By: Heather Perfetti, President | Tracey Schneider, Senior Vice President for Legal Affairs and General Counsel

Institutional representatives must consider a variety of perspectives when managing change in the current higher education environment.
Abstract: Institutional representatives must consider a variety of perspectives when managing change in the current higher education environment. This session will explore the many ways in which accreditation is an ideal perspective for supporting institutional change. We'll discuss how to leverage the holistic cycle of accreditation, along with a laser focus on regulatory, policy, and legal issues, in ways that positively influence the future direction of institutions, focus on student success, and drive institutional mission.

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Conference Presentations

Published
July 23, 2024

Leveraging Your Resources to Build a Comprehensive, Data-driven Strategic Plan

By: Gianna Darrow, Executive Director of Data Analytics and Strategic Planning | Jimmy Jung, Senior Vice Chancellor | Marsha Lowery, Vice Chancellor for Student Academic Success

Institutions can align their needs with innovation and insight by creating a strong integration of data and research processes for a data-driven, impactful strategic plan. We'll demonstrate how to build a data-driven strategic plan by applying research methodologies, leveraging public data, optimizing institutional data, and constructing a content analysis.
Abstract: Institutions can align their needs with innovation and insight by creating a strong integration of data and research processes for a data-driven, impactful strategic plan. We'll demonstrate how to build a data-driven strategic plan by applying research methodologies, leveraging public data, optimizing institutional data, and constructing a content analysis. You'll come away from this session with a blueprint to integrate into your own planning processes that will bolster your data skills and provide you with a mechanism to weave together planning with data-driven insights.

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