Learning Resources

Planning Takes Tragedy to Triumph

Removing a Campus Wall Raised Community Engagement and Neighborhood Support

By: Timothy Shippey, MArch, and José Ramón Tagle, MArch

After the 2017 earthquake in Mexico City, Instituto Tecnológico de Monterrey underwent a transformative rebuilding process. Civic engagement was prioritized, resulting in buy-in, support, and representation from the community.

From Volume 52 Number 3 | April–June 2024

Abstract: After the 2017 earthquake in Mexico City, Instituto Tecnológico de Monterrey’s campus underwent a transformative rebuilding process that emerged as a pedagogical prototype for the university system. This article explores the design strategies that prioritized civic engagement, resulting in buy-in, support, and representation from the community. It also describes the methodology behind blurring the boundaries between the university and its surroundings through lean principles in set-based design, strategies for resilient building, and insights into effective collaboration.

Institutions Mentioned: Tecnológico de Monterrey
Planning Types: Campus Planning
Tags: Campus Master Planning, Community Engagement, Crisis and Disaster Management, Engaging Stakeholders, Facilities Design, Facilities Planning, Landscape / Open Space, Mixed-Use, Security, Town and Gown, Urban Campus

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Conference Presentations

Published
March 5, 2024

Residential Life and Safety at the Intersection of Town and Gown

By: Patrick Killilee, University of Pennsylvania | Michael Schade, Atkin Olshin Schade Architects

Colleges and universities must adapt to changing issues around student safety and determine how to address these concerns while maintaining connections with the local community.

Abstract: Colleges and universities must adapt to changing issues around student safety and determine how to address these concerns while maintaining connections with the local community. This session will discuss the University of Pennsylvania’s (Penn) Stouffer Hall, a recently renovated residence hall that exemplifies the evolution of attitudes towards community, security, and student life on campus. Come learn how to create programs for increasing community engagement, address housing security concerns, and align residential life and building goals with current attitudes around safety.

Planning Types: Campus Planning
Tags: Community Engagement, Facilities Planning, Security, Student Housing, Student Services, Town and Gown

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Why Do Most Institutional Presidents Look Roughly the Same?

Plan for Racial, Ethnic, and Gender Diversity in a Presidential Search

By: Dana Ainsworth, MA, and Jeffery L. Wilson, PhD

An institution’s governing board should determine how diversity initiatives will be prioritized during the search process.

From Volume 51 Number 4 | July–September 2023

Abstract: The presidential search process is an opportunity for the institution to plan for and vet potential leaders who will play a pivotal role in the success or failure of diversity initiatives. A key question to ask during searches is whether the growing student diversity on campus is present within the presidential search itself. We advocate for institutional governing boards to commit to creating lasting, cultural change and including DEI efforts in the presidential hiring process.

Planning Types: Diversity, Equity, and Inclusion Planning
Tags: Diversity Equity and Inclusion (DEI), Governance, Presidential Leadership, The Presidency

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Example Plans

Published
August 8, 2023

Strategic Plan, Strategic Planning Website

Public Doctoral/Research University (Colorado, United States)

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Example Plans

Published
June 30, 2023

Strategic Plan, Strategic Planning Website

Multiple Locations

Strategic plan for the university system developed by the state’s board of higher education.

Planning Types: Strategic Planning, Academic Planning
Resource Types: Strategic Plan, Strategic Planning Website
Tags: Attracting and Retaining Underrepresented Students, Diversity Equity and Inclusion (DEI), Faculty Productivity, Goals, Governance, Measuring the Plan, Metrics, Racial Equity, Strategies and Tactics, Student Success, Workforce Development

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What Is Your Crisis ‘What If’?

Create a Sustainable Approach to Emergency Response Planning

By: Jessica A. Luedtke, PhD, and Mary M. Reinke, MBA, MS

The Medical College of Wisconsin planned strategically, engaged executive leadership, and operationalized an Administrative Response Team to navigate critical incidents impacting the university.

From Volume 51 Number 3 | April–June 2023

Institutions Mentioned: Medical College of Wisconsin
Planning Types: Continuity Planning
Tags: Building (or Writing) the Plan, Communication, Crisis and Disaster Management, External Collaboration / Partnerships, Leadership, Medical / Allied Health Education, Modifying the Plan, Recovery Planning, Response Planning, Risk Management, Scenario Planning, Security

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Example Plans

Published
May 17, 2023

Bridge Plan

Public Associate’s College (Arizona, United States)

From April 2020, the institution’s president led faculty and staff in a rigorous planning and exploration process to ensure that the college remained accessible and thriving through the pandemic and beyond. This bridge plan document details the action steps resulting from that process.

Planning Types: Continuity Planning
Resource Types: Bridge Plan
Tags: Bridge Planning, Community College, COVID-19, Goals, Hybrid Learning, Leadership Attitude Toward Planning, Online Learning, Operational Planning, Organizational Culture, Response Planning, Scenario Planning, Strategies and Tactics, Student Experience, Teaching and Learning

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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.

Institutions Mentioned: University of Southern Mississippi, University of Maryland-Global Campus
Planning Types: Academic Planning, Institutional Effectiveness Planning, Resource Planning
Tags: Academic Program Review, Alignment, Assessment / Analytics, Budget Planning, Dashboards, Data, Faculty Productivity, Metrics, Planning Processes, Planning Technology, Resource Allocation, Student Learning Outcomes, Student Success, SWOT Analysis

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Book Review: Implementing Sustainable Change in Higher Education

Principles and Practices of Collaborative Leadership

By: Marianna Kepka, MS

From Volume 51 Number 2 | January–March 2023

Abstract: Implementing Sustainable Change in Higher Education: Principles and Practices of Collaborative Leadership
by Brent D. Ruben
Stylus Publishing: Sterling, Virginia: 2022
229 pages
ISBN: 978-1642674415

How should higher education leaders take on the challenges of change? In Brent Ruben’s Implementing Sustainable Change in Higher Education: Principles and Practices of Collaborative Leadership, the author says there’s no simple approach. Instead, he encourages leaders to “understand and leverage the dynamics of change; lead collaboratively and meaningfully; engage one’s colleagues; and adopt and pursue a shared vision of organizational purpose and aspirations.”

Planning Types: Strategic Planning
Tags: Change Management, Engaging Stakeholders, Leadership, Organizational Change, Organizational Culture, Theory

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Managing Change from the Murky Middle

Offering Role Structure and Support Helps Middle Managers Effectively Lead Change

By: Nicole H. Gahagan, MEd

Middle managers are often blamed for change failure and portrayed as change resisters or saboteurs. However, what looks like obstructionist behavior could actually be the observable effects of role ambiguity.

From Volume 51 Number 2 | January–March 2023

Abstract: Middle managers are often blamed for change failure and portrayed as change resisters or saboteurs. However, what looks like obstructionist behavior could actually be the observable effects of role ambiguity. Absent clear expectations, middle managers might assume their own unsanctioned change leadership path or take on no role at all because they lack understanding about their responsibilities. This article explores the complexity of middle managers’ experience, examines how middle managers at a two-year college navigated the uncertainty of their role within the context of institutional change, and provides readers with suggestions for equipping middle managers to become effective change agents.

Institutions Mentioned: Waukesha County Technical College, Madison Area Technical College
Tags: Alignment, Analyzing Stakeholders, Change Management, Community College, Engaging Stakeholders, Human Resources, Implementation, Organizational Change, Organizational Culture, Student Services, Student Success

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Planning Types

Challenges