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Learning Resources

Your Higher Education Planning Library

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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

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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Planning for Higher Education Journal

Published
October 29, 2024

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The Devil and the Detail

Using Headcount and FTE in the Planning Process

By: Karen E. Hinton, PhD

Often, student, faculty, and staff headcount and FTE can be misunderstood and misused. Understanding crucial factors about these data sets can strengthen the planning process.

From Volume 52 Number 4 | July–September 2024

Abstract: Everyone involved in planning activities will be aware of the use of data in the process. Data-driven planning is ubiquitous in all planning processes but can be a weak spot for many planners. The difficulty for most people is that the very mention of “data” can make eyes glaze over. Some of the least understood and most misused data are student, faculty, and staff headcount and FTE (full-time equivalent). Understanding some critical factors about these data sets can help demystify them and strengthen the planning process.

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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

Reconnect, Reuse, Revitalize, Recruit: Addressing Aging Campus Facilities

By: Tom King, Director of Facilities, College of Engineering | Erin Mulrooney, Associate Dean for Administration | William Voulgaris, Principal

Institutions are constrained by housing modern programs within aging facilities.
Abstract: Institutions are constrained by housing modern programs within aging facilities. Cornell University's College of Engineering addressed these challenges while collecting programs and enhancing the user experience. This session will explore project goals that resolve pragmatic challenges of aging facilities and evolving programs with interventions that help support the future of academic programs and impact the overall cohesiveness of the larger campus. We'll identify opportunities to solve programmatic and utilitarian challenges within the confines of aging facilities while helping to improve the student experience, recruit researchers, and make connections between buildings and across the campus.

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Conference Presentations

Published
July 23, 2024

The Power of Partnership: Planning for Innovation

By: Lee Erickson, Chief Amplifier, Office of Entrepreneurship and Commercialization | Gregory Kufner, University Architect | Marilia Rodrigues, Principal | Jason Smith, Partner

Colleges and universities are seeking to engage in equitable planning and design processes that uphold institutional values and reflect the needs of broad, diverse audiences to create spaces that inspire innovation.
Abstract: Colleges and universities are seeking to engage in equitable planning and design processes that uphold institutional values and reflect the needs of broad, diverse audiences to create spaces that inspire innovation. In this session, we'll share how to successfully construct and implement an integrated planning, programming, and design process for the delivery of innovation spaces that extend the mission of community-based campus programs and resources. By developing a planning and design process that partners with key stakeholders, institutions and designers can create interdisciplinary spaces that foster collaboration, innovation, and access for the benefit of students, faculty, and the community.

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Conference Presentations

Published
July 23, 2024

Diverse Perspectives on Student Housing Affordability

By: Emanuel Gunn, Associate Vice President/Public Private Partnerships | Ryan Jensen, Project Manager | Heidi Scribner, Associate Vice Chancellor, Auxiliary Services | Tim Stevens, Principal

Housing insecurity is becoming a more and more frequent issue across many colleges and universities.
Abstract: Housing insecurity is becoming a more and more frequent issue across many colleges and universities. The University of California System, the largest in the nation, reported that eight percent of their undergraduate population lacks a safe, regular, and adequate nighttime place to stay and sleep. Join our diverse panel of student housing experts to discuss critical impacts, observations, policies, and considerations around the ever-expanding cost burden in accessing a college degree.

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