Learning Resources

Abstract: When Vanderbilt University began seeing signs that cost escalation, scope additions, campus requirements, and authentic Collegiate Gothic architecture for their proposed new residence halls were all pressuring the budget, a multifaceted team worked collaboratively and arduously to stem the overruns.

Abstract: Shared governance is a long tradition that well serves the academy, even as opportunity cost casts a long shadow over constrained budgets supporting built infrastructure. Over the past decade, two freely available tools: the Learning Space Rating System (LSRS) and the Flexible Learning Environments eXchange (FLEXspace) have successfully combined into an integrated planning pathway to help align the complexities of faculty, designers and AV/IT professional perspectives when considering facilities investment. This planning pathway was built in collaboration with professionals over time from many campuses, including the University at Buffalo and San Diego State University where portions of the process were integrated into a holistic solution to assist with learning environment ideation and planning. Join us as we discuss how the FLIPP: FLEXspace Integrated Planning Pathway may help serve your needs with academic facilities planning, while building cooperative trust among campus advisors.

Abstract: From the introduction: “Envision TRU culminated with the approval of a new institutional vision, values and change goals. The COVID-19 pandemic has put a pause on our work towards vision realization and goals prioritization. We now are picking up where we left off. This green paper is intended to present a general outline and stimulate discussion on how Thompson Rivers University (TRU) can work towards living our new vision and achievement of our 10-year goals.” Contents:

• What Is Integrated Planning
• Planning Process Model
• Why Adopt Integrated Planning At TRU
• Strategic Framework Approaches
• Integrated Planning Implementation
• How Will We Realize Envision TRU?
• Planning, Budgeting and Assessment
• Next Steps

Abstract: This session will focus on the development and use of consistent metrics through the program review process and other key university processes to support integrated planning at the department, school, and university levels. Using coordinated data at multiple levels of an institution can better inform both strategic planning and budget decisions. We'll share successful examples from Northwestern University that you can apply at your institution, including school-level dashboards that inform the annual strategic planning process as well as department-level planning.

Abstract: The pandemic hit during a crucial part of Saint Paul College's annual planning process, forcing processes, events, training, and decision-making to move to a totally virtual environment. In addition to pivoting operations, Saint Paul College also faced uncertain financial conditions. In this session, we'll share best practices and lessons learned in virtually adapting the cycle of planning and budgeting processes to an uncertain, volatile, and virtual environment.

Abstract: Owing to the pandemic's economic impact, campus budgets are facing greater challenges to recruit students and meet expectations for state-of-the-art spaces. In this session, we'll demonstrate how to renovate your campus spaces to maximize programming and performance. We've integrated key aspects of high-performance design into a planning approach that addresses the unique challenges of modernizing existing buildings, accommodating future-focused programming needs, and minimizing operational costs. Come learn about a process that will help you consider the highest use of all resources through a variety of lenses and work with stakeholders on your campus to develop a common vision.

Abstract: Higher education building projects include complex programs, multiple stakeholders, and ambitious expectations that can make the projects go over budget, requiring re-design. We will share how we used transparent predictive cost analytics before and during the programming phase to help key stakeholders prioritize wants and needs, allowing for a successful design-to-budget project. You will learn how to implement a predictive approach that minimizes costly re-design due to budget overruns.

Abstract: A budget model shapes the way a campus operates in a fundamental way. Redesigning a campus budget model could actually happen relatively quickly from a technical standpoint. However, extensive engagement, collaboration, and conversation are key to a successful implementation. In this article, the authors chart the budget model redesign process at UC Riverside, which followed a uniquely grassroots approach. Changing the budget model at UC Riverside was about changing mind-sets, incentives, and behaviors—not just about the numbers. UC Riverside’s phased approach to its redesign process may be instructive to other higher education institutions considering undertaking such a major change initiative.