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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
April 7, 2025

Promoting Decarbonization and Wellbeing through a Residence Hall Renovation

Abstract: Universities must decide what to do with their high-rise residence halls that don't meet modern standards for energy efficiency and student expectations. Renovation often proves to be the best solution for a variety of reasons. At Boston University (BU), what started as a building systems upgrade evolved into a major renovation, which elevated the student experience, social and emotional wellbeing, and campus decarbonization goals. Using BU's Warren Towers as a model of decision making, this session will help you work through the possibilities of a major renovation on your campus with the aim of meeting student wellbeing and decarbonization objectives.

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Planning for Higher Education Journal

Published
December 11, 2024

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Strategic Planning for the Uncertain Road Ahead

Collectively Set Your Institution’s GPS to the Future

By: Diana L. Young, PhD, and Holley Morris Roberts, EdD

A public liberal arts institution began an integrated, collaborative, and future-focused strategic planning process during COVID-19, enrollment declines, and financial shortfalls. Committed leadership, listening to stakeholder voices, and studying best practices from other universities paved their strong path forward.

From Volume 53 Number 1 | September–December 2024

Abstract: Georgia College & State University, a public liberal arts institution, began an integrated,
collaborative, and future-focused strategic planning process during a time of uncertainty (COVID-19, enrollment declines, financial shortfalls, etc.). This planning included shared leadership across campus to develop and implement the plan, data-informed decision-making by a diverse group of steering committee members representing all areas of campus, visits to strategically identified aspirant universities, and ongoing stakeholder engagement that included student input. These strategies leveraged the inherent qualities of a liberal arts institution while addressing the challenges and opportunities that exist in public higher education.

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Conference Presentations

Published
July 23, 2024

What’s In It For Me? The Benefits of Data Asset Management

By: Elizabeth Greaney, Chief Business/Financial Strategy Officer | Surayya Johnson, Director of the Office of Student Life| Paul Miller, Professional Development Director | Nadine Porter, Deputy Chief Analytics and Insights Officer

Data is a pillar for organizational mission and for driving results. Planners must not undervalue the importance of data-informed decision-making and its link to institutional wellbeing and sustainability. Montgomery College's (MC) integrated planning incorporated robust community input that culminated into a successfully built plan that supports agility and flexibility.
Abstract: Data is a pillar for organizational mission and for driving results. Planners must not undervalue the importance of data-informed decision-making and its link to institutional wellbeing and sustainability. Montgomery College's (MC) integrated planning incorporated robust community input that culminated into a successfully built plan that supports agility and flexibility. MC continuously reminds and educates the campus community about 'what's in it for me' and the benefits of collaborating on this growth mindset. This session will demonstrate how data-driven planning fosters ownership, accountability, buy-in, and increases effectiveness and trustworthiness of institutional decision-making, resulting in positive outcomes and decreased risk.

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Conference Presentations

Published
July 22, 2024

Renew, Revise, or Reject: Presidential Turnover and Strategic Planning Impacts

By: Sandra Patterson-Randles, Chancellor Emerita and Professor of English

Since the average presidential tenure is now fewer than six years, campuses need to design and implement circumspect planning which will prove stable even in the event of leadership changes. Using examples from eight institutions across the U.S., this session explores the challenges to campus strategic planning when new leadership arrives.
Abstract: Since the average presidential tenure is now fewer than six years, campuses need to design and implement circumspect planning which will prove stable even in the event of leadership changes. Using examples from eight institutions across the U.S., this session explores the challenges to campus strategic planning when new leadership arrives. Campus constituencies will be able to weather the uncertainties of a presidential transition through a detailed understanding of commonly experienced impacts on campus planning.

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Conference Presentations

Published
July 22, 2024

Strategic Restructuring: Creating an Office of Strategy, Planning, and Analysis

By: Christine Hoyt, Vice President for Strategy | Ben Pingel, Director of Strategic Planning and Communication | Eija Sumner, Communications Coordinator | Jon Walter, Assistant Vice President for System Strategy and Insight

Institutions require accurate data to support decision making and planning, so they can and should carefully consider how this data is organized.
Abstract: Institutions require accurate data to support decision making and planning, so they can and should carefully consider how this data is organized. As higher education continues to evolve to meet new challenges, there are significant opportunities to rethink how institutions are organized to benefit from blending the power of institutional strategy, integrated planning, and analytics. Washington State University (WSU) has evolved to combine these institutional functions into a central unit. This session will show you how to embrace collaborative partnerships and organize similar functions at your institution to bring focus, coordination, and alignment to your institutional planning.

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Conference Presentations,Conference Recordings

Published
July 22, 2024

Using Occupant Evaluation Data to Inform Higher Education Design

By: Joe Klocek, Director, Planning, Design and Construction | Jeffrey Puleo, Vice President | Renae Rich, Senior Associate / Occupant Evaluation Manager / Principal Investigator

Campus facility design is a complex process that involves many sources of opinion and influence. Educational environments must enhance evolving pedagogies, support learning, administrative, and social functions, and accommodate ever-changing institutional needs.
Abstract: Campus facility design is a complex process that involves many sources of opinion and influence. Educational environments must enhance evolving pedagogies, support learning, administrative, and social functions, and accommodate ever-changing institutional needs. The systematic use of standardized evaluation tools for assessment of higher education facilities provides comprehensive insight into occupant experience from diverse, unique perspectives for informed and integrated planning decisions. In this session, we'll share practical strategies for conducting occupant evaluations across all types of facilities, as well as occupant outcome findings and the resulting planning decisions.

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Conference Presentations

Published
July 22, 2024

Integrated Planning for an Innovative and Efficient Design Process

By: Bill Davis, Director, Formal Design | Charles Mummert, Design Principal | Elizabeth Strutz, Associate Principal, Director of Process Innovation

Designing a forward-thinking research building without identified occupants is a bold undertaking.
Abstract: Designing a forward-thinking research building without identified occupants is a bold undertaking. Through an integrated planning and data-driven process, North Carolina State University (NCSU) designed a flexible academic research building, inspiring cross-functional collaboration which has led to increased industry partnerships and innovation. This session will highlight how a collaborative team enabled decision-making throughout the design process to create a future-proofed, energizing hub for academic research. Come learn how to leverage benchmarking, analytics, and an integrated planning process to design successful and innovative buildings on your campus.

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Planning for Higher Education Journal

Published
July 8, 2024

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Expediting a ‘Mini’-Master Plan

In Fewer Than Five Months, a University Transforms Its On-Campus Student Housing

By: Carson Dinger, MS, and Thomas Carlson-Reddig, MArch, AIA, LEED AP

Collaborative planning for a residential housing transformation at Texas Wesleyan University ensured that the institution and its partners were responsive to the needs and aspirations of its stakeholders.

From Volume 52 Number 3 | April–June 2024

Abstract: In a dynamic higher education landscape, attracting and retaining students becomes paramount amid projected enrollment declines. This article explores Texas Wesleyan University’s journey in assessing student life needs on campus, engaging key stakeholders, and implementing an expedited, cost-effective mini-master plan design process. The authors demonstrate how the university and design team gathered research and developed and presented program recommendations to enhance TWU’s overall student experience and meet evolving student needs.

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Conference Presentations

Published
March 5, 2024

Planning and Leading Through Positive Turbulence: Kean’s Pursuit of R2 Status

By: Neva Lozada, Kean University | Carlos Rodriguez, Kean University | Michael Salvatore, Kean University | Joseph Youngblood, Kean University

In order to meet the Carnegie Commission on Higher Education's requirements for an R2 Research Institution designation, Kean University created the University Planning Council (UPC), an inclusive university-wide body with representatives from every constituency within the university community.
Abstract:

In order to meet the Carnegie Commission on Higher Education's requirements for an R2 Research Institution designation, Kean University created the University Planning Council (UPC), an inclusive university-wide body with representatives from every constituency within the university community. The UPC creates linkages between assessment and resource allocations to establish integrated university-wide planning, supporting a comprehensive restructuring of its planning processes, policies, and procedures. This session will emphasize the importance of the democratization of data, transparency, inclusivity, and capacity development in integrated planning processes.

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