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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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Conference Presentations

Published
July 23, 2024

Measuring Campus Initiative Outcomes of Diversity and High-performance Teams

By: Beyazmin Jimenez, Director of Diversity, Equity, Inclusion and Culture | Ai Kurokawa, Principal | Tammy Trung Ngo, Energy Designer | Tim Singleton, Assistant Vice President of Capital Projects

The planning, designing, and building of campus initiatives requires broad and diverse perspectives.
Abstract: The planning, designing, and building of campus initiatives requires broad and diverse perspectives. This session will present the case for implementing sustainable ways of diversifying the owner, design, and construction industry through emergent data collection. We'll explore the link between diversity and high-performance of project development, process, and teams, and discuss the developing research and data related to owner satisfaction. Join us to find out how diverse and high-performance teams can add to the continuous improvement of processes and create sustainable changes towards a more diverse pipeline of multiple disciplines that impact the campus.

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Conference Presentations

Published
July 23, 2024

Leveraging Progressive Design-Build Delivery for Capital Projects

By: Brandon Dekker, Principal | Brian Pratt, Associate Vice Chancellor and Campus Architect | Marijke Smit, Principal, Education Strategies | Khristina Stone, Preconstruction Manager

California recently passed legislation that permits its public entities to leverage Progressive Design-Build (PDB) delivery methods for capital projects.
Abstract: California recently passed legislation that permits its public entities to leverage Progressive Design-Build (PDB) delivery methods for capital projects. Other states are following suit, which will upend traditional planning and design processes. This session will outline necessary changes to pre-design planning processes and considerations to set projects up for success under a PDB delivery model. We'll share tools that will help you achieve better outcomes in your planning and design processes, including lessons learned from our own successes and challenges of using PDB as a project delivery method.

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Conference Presentations

Published
July 23, 2024

Building a New Medical School With Integrated Project Delivery

By: Jacqueline Norman, Campus Architect | Linda Reimann, Chief of Staff and Assistant Dean, Strategic Innitatives | James Simeo, Principal

Effective means and methods for building projects result in campus environments that advance institutional missions and goals, ensure student success, and support campus communities working for change.
Abstract: Effective means and methods for building projects result in campus environments that advance institutional missions and goals, ensure student success, and support campus communities working for change. This session will demonstrate how administrators, planners, and designers joined forces to coordinate an integrated project delivery to build a new medical school that promotes success for a diverse student body. We'll highlight strategies for prioritizing during the decision-making process, including identifying physical space needs to support program initiatives, developing planning guidelines for those needs, and enacting a design-build process to meet those needs in the built environment.

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Conference Presentations

Published
July 22, 2024

All Things Considered: Collaborative Approaches to Academic Program Proposals

By: Ashley Strong-Green, Director of Academic Planning and Assessment | Mickey Williford, Vice President

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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Webinar Recordings

Published
June 12, 2024

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Effective Academic Cost Stewardship: Strategies for a Sustainable Future

By: Mike Cogan, PhD, Unicus Decision Support | Hesham El-Rewini, Ph.D., P.E, Executive Vice President and Provost

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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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

By: Aaron Meis, EdD, and Julee Gard, EdD

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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Planning for Higher Education Journal

Published
November 21, 2023

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Overcoming a $90M Budget Overage in Vanderbilt University’s Residential Colleges

A Multifaceted Team Worked Collaboratively to Stem Overruns

By: David Bailey, BA, AIA, LEED AP, and Walt Massey, BA

The University, architects, engineers, strategic planning consultants, and contractor teams worked hand in hand to peel back the onion to stem the overruns.

From Volume 52 Number 1 | October–December 2023

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.

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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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Planning for Higher Education Journal

Published
March 24, 2023

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Transforming Data into Meaningful Information

Put Methodologies in Action with Data-Driven Integrated Planning

By: Douglas Masterson, PhD, Christopher M. Davis, PhD, and Suzanne Carbonaro, MEd

Leaders in two different accreditation regions share best practices and lessons learned from their integrated planning evolution and its impact on operational efficiency and student learning.

From Volume 51 Number 2 | January–March 2023

Abstract: Institutional success depends on long-term sustainability, connecting investments with outcomes, and creating a culture that is data-informed. As the role of institutional effectiveness expands across higher education, designing a comprehensive integrated planning process is critical. Integrated planning requires a unified approach to utilizing academic and administrative data for continuous improvement. However, this can be an overwhelming process for institutions, with many unsure of where to start. Learn from leaders in two different accreditation regions as they share best practices and lessons learned associated with their integrated planning evolution and its impact on operational efficiency and student learning.

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