Learning Resources

Why Strategic Plans Aren’t Working in Uncertain Times

Because Strategic Planning Should Be a Dynamic, Robust Process

By: Daniel Seymour, PhD

The author’s approach to his research-based Strategic Planning in Uncertain Times Fieldbook began with a sampling review of 50 strategic plans. What emerged was the development of an organizational learning cycle used as a template to assess the effectiveness of strategic plans on more than 250 college and university websites.

From Volume 52 Number 3 | April–June 2024

Abstract: A strategic plan is supposed to “bring the future into the present so that you can do something about it now.” Almost every college or university has such a plan because accreditors and governing boards require one. The question is: Why do so many higher education institutions seem to be unprepared when they take drastic actions (e.g., eliminating programs, cutting faculty and staff members, etc.) in uncertain times? The author studied more than 250 colleges and universities and suggests the answer in this article.

Institutions Mentioned: Methodist University, Fontbonne University, University of North Carolina at Greensboro, West Virginia University
Planning Types: Strategic Planning
Tags: Adaptable Plans, Alignment, Building (or Writing) the Plan, Change Management, Implementation, Institutional Planning, Leadership, Leadership Attitude Toward Planning, Mission / Vision / Identity, Organizational Change, Planning Processes, Preparing to Plan

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‘Agile’ Design for the Future-Ready Campus

Optimize the HyFlex Learning Experience to Enhance Engagement

By: Craig Park, BS Arch

‘Agile’ project management is an iterative methodology emphasizing collaboration, user feedback, and small, rapid initiatives to adapt quickly and efficiently to change.

From Volume 52 Number 3 | April–June 2024

Abstract: The Hybrid-Flexible (HyFlex) classroom allows students to choose between in-person and online participation, leveraging technology and ensuring digital equity. This article underscores the HyFlex model’s role in enhancing educational accessibility, engagement, and resilience; expanding institutional reach; and adapting to demographic shifts and technological advancements. By embracing “Agile” project management principles and a continuous improvement mindset, institutions can create effective, inclusive learning environments that cater to a wide range of student needs, improving learning outcomes and institutional competitiveness in a rapidly evolving educational landscape.

Planning Types: Campus Planning, Information Technology Planning
Tags: Continuous Improvement, Facilities Planning, Hybrid Learning, Learning Environments, Learning Technology, Online Learning, Project Management

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Conference Presentations

Published
March 19, 2024

The Community Vibrancy Playbook: Enriching the Student Experience on Campus

By: Gerald Gongos, Simon Fraser University | Mark McLaughlin, Simon Fraser University-Vancouver

Post-pandemic, Simon Fraser University (SFU) developed the Community Vibrancy Playbook to welcome students, staff, and faculty back to campus.

Abstract: Post-pandemic, Simon Fraser University (SFU) developed the Community Vibrancy Playbook to welcome students, staff, and faculty back to campus. We’ll discuss how the campus community can participate in a wide array of initiatives that lead to collaboration, programs, and projects that transform the campus into a welcoming place that prioritizes wellbeing. Positive student experiences are vital and institutions can benefit from including new activities that enrich student life and participation. Come learn how to employ facilitation and listening as tools in project management and embrace adaptability to change, leading to successful outcomes for campus life and the student experience.

Planning Types: Campus Planning
Tags: Health and Wellness, Project Management, Student Experience

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Conference Presentations

Published
March 18, 2024

Integrating Indigenous Experience into Vital Placemaking on Campus

By: Dawn Barron, The Evergreen State College | Matthew Bissen, INTEGRUS Architecture | Emily Washines, Native Friends

Planning for inclusive spaces where students can see themselves and achieve success requires critical approaches, diverse perspectives, and representative processes.

Abstract: Planning for inclusive spaces where students can see themselves and achieve success requires critical approaches, diverse perspectives, and representative processes. This session will explore ways of incorporating indigenous experiences and perspectives into the process of placemaking, using The Evergreen State College’s (TESC) renovation of the Seminar 1 building?Äîhome of the Native Pathways Program?Äîas a case study. Join us to find out how you can improve your planning and design processes to create inclusive, vital places of life, learning, and wellbeing on your campus.

Planning Types: Campus Planning, Diversity, Equity, and Inclusion Planning
Tags: Diversity Equity and Inclusion (DEI), Facilities Planning, Informal Learning Environments, Placemaking

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Published
March 18, 2024

LCC’s Health Professions Building: Centering Vitality Through Community Benefit

By: Natasha Carroll, Fortis Construction, Inc. | Thomas Goodhew, Lane Community College | Kurt Haapala, Mahlum Architects | Grant Matthews, Lane Community College

Lane Community College’s (LCC) unique commitment to uphold principles articulated in their Community Benefits Agreement allowed for an innovative planning and design process that centered on the core needs of its most marginalized community members.

Abstract: Lane Community College’s (LCC) unique commitment to uphold principles articulated in their Community Benefits Agreement allowed for an innovative planning and design process that centered on the core needs of its most marginalized community members. We’ll detail how LCC’s active dedication to providing community benefit via bond dollars transformed its Health Professions Building into a vital campus centerpiece, enhancing safety, accessibility, and workforce and career training. This session will raise awareness around creating a community-centered process to discover design solutions that not only solve campus programmatic and functional issues but achieve design excellence.

Planning Types: Campus Planning
Tags: Community College, Economic Development, Facilities Planning, Medical / Allied Health Education, Workforce Development

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Conference Presentations

Published
March 5, 2024

Placemaking, Programming, and Plaza: An Innovative P3 Approach to Activation

By: Dan Biederman, Biederman Redevelopment Ventures | Brian Naumick, Edgemoor Infrastructure & Real Estate | Cathy Pinskey, George Mason University | Melissa Thierry, George Mason University

For colleges and universities to achieve their goals with extremely limited resources, they must rely on constructive partnerships. This session will focus on building those connections for placemaking on campus, which is a critical aspect of activating a successful innovation ecosystem.

Abstract: For colleges and universities to achieve their goals with extremely limited resources, they must rely on constructive partnerships. This session will focus on building those connections for placemaking on campus, which is a critical aspect of activating a successful innovation ecosystem. Activation does not simply happen because a plaza exists; rather, it requires organizational structure, programming, funding models, and partnership. This session will explore cross-disciplinary planning?internally within the institution and with external partners?as well as provide resources for creating a framework for public space activation.

Planning Types: Campus Planning
Tags: Landscape / Open Space, Placemaking, Public-Private Partnerships (P3)

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Collaborating, ‘Speed Dating,’ Celebrating, and More

Augusta University Equipped a Core Team to Engage Stakeholders in Strategic Planning

By: Mickey Williford, MPA and Brittany Cipollone, MBA, MAT

University colleagues share techniques and tools they find effective in their strategic planning process—and in fostering participation and intentional conversations.

From Volume 52 Number 1 | October–December 2023

Institutions Mentioned: Augusta University
Planning Types: Strategic Planning
Tags: Alignment, Building (or Writing) the Plan, Engaging Stakeholders, Environmental Scanning, Institutional Effectiveness, Planning Processes, Project Management, Team Building, Unit Planning

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Example Plans

Published
January 5, 2024

Strategic Plan, Strategic Planning Website

Public Doctoral/Research University (Georgia, United States)

Strategic plan for the university, which is beginning its second decade after consolidation.

Planning Types: Strategic Planning
Resource Types: Strategic Plan, Strategic Planning Website
Tags: Enrollment Management, External Collaboration / Partnerships, Funding, Goals, Hybrid Learning, Laboratory Facility, Learning Environments, Medical / Allied Health Education, Online Learning, Recreational Facility, Resource Management, Student Retention, Student Services, Student Success, Student Support Services, Teaching and Learning

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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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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.

Institutions Mentioned: Vanderbilt University
Planning Types: Campus Planning
Tags: Academic Facility, Engaging Stakeholders, Facilities Design, Facilities Planning, Implementation, Leadership in Energy and Environmental Design (LEED), Mixed-Use, Modifying the Plan, Project Management, Project Management / Delivery, Student Housing

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Challenges