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Webinar Recordings

Published
April 3, 2024

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The Strategic Planning Checklist

17 Critical Mistakes to Avoid in Higher Education

By: Dr. Daniel Seymour - Tenured Professor, Administrator, and Consultant

Learn from a research-based analysis of over 250 colleges and universities.
Abstract: Learn from a research-based analysis of over 250 colleges and universities. What is the difference between the Strategic Plan and Strategic Planning? How do we ensure planning is not a one-time event, but an ongoing organizational learning cycle that endures the changing environment? The analytic framework featured in this webinar is a Strategic Planning/Organizational Planning Cycle that derives a series of “what not to do” dictums (guidelines?) that support higher education institutions. Don’t make these critical mistakes derail you during these uncertain times

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Planning for Higher Education Journal

Published
March 20, 2024

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Financial Planning for Central Utility Plant Decarbonization

Divide and Conquer the Lift Across Different Funding Options

By: Andrew Honeyman, BSME, and Paul Graves, BSME

Vital stakeholder feedback and consensus from various university departments reveal the proper approach to building issues. Institutions such as the University of North Dakota used technical planning to produce well-informed financial modeling and right-sized financial plans.

From Volume 52 Number 2 | January–March 2024

Abstract: Implementing central utility plant (CUP) decarbonization projects requires strategic financial planning, collaboration, and consensus-building from the entire university community. This article describes gathering support from facilities management, executive staff, and lawmakers through technical and financial charrettes. Learn how technical planning produces well-informed financial modeling and right-sized financial plans, and how shared planning between design teams and facility planners creates tailored funding options, including IRA incentives, to fund decarbonization.

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Conference Presentations

Published
March 19, 2024

Creating a Student Success District Through Transformative Renovations

By: Nina Bates, University of Arizona | Taaon Fraser, University of Arizona | Robyn Huff-Eibl, University of Arizona | Catharine Killien, The Miller Hull Partnership, LLP

First generation and marginalized students often have difficulty accessing campus services. Holistically supporting students through integrated services so that they feel valued, respected, and included is critical to graduation and retention rates.
Abstract: First generation and marginalized students often have difficulty accessing campus services. Holistically supporting students through integrated services so that they feel valued, respected, and included is critical to graduation and retention rates. The University of Arizona (UA) radically transformed access to student services, bringing together previously disparate services into the co-located Student Success District that renews existing campus assets into accessible, flexible, human-centric spaces. This session will share a model for bridging strategic and facilities planning with universal principles and qualitative and quantitative metrics for leveraging existing programs and building resources to improve student outcomes.

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Conference Presentations

Published
March 5, 2024

A New Campus Model for Greater Community Impact and Connection

By: Suzanne Klein, AECOM | Falecia Williams, Prince George’s Community College

Prince George’s Community College (PGCC) has transformed its college model to address crucial issues such as demographic changes, meeting the needs of non-traditional students, and empowering underserved populations.
Abstract: Prince George’s Community College (PGCC) has transformed its college model to address crucial issues such as demographic changes, meeting the needs of non-traditional students, and empowering underserved populations. To support and provide better access to a wider range of constituents, PGCC is reimagining their campus to elevate the community college experience while exploring the creation of two new full-service campuses. Come learn how the new PGCC campus model is meeting short and long-term needs that will serve broader populations, support evolving academic programs and workforce needs, and reduce educational inequities in the college system.

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Conference Presentations

Published
March 5, 2024

Planning and Implementing the Sustainable Campus of the Future

By: Nicole Holmes, Nitsch Engineering | Thomas Nyquist, Princeton University | Daniel O’Shaughnessy, Skidmore, Owings & Merrill LLP | Natalie Shivers, Princeton University

Integrated planning and design that optimizes development capacity and leverages campus growth can help institutions achieve ambitious resilience goals for net-zero energy and resource conservation for a healthier, more sustainable environment. This session will discuss Princeton University’s ongoing efforts to support an ambitious capital plan, address deferred maintenance, advance climate solutions, and maximize use of campus lands. The path to a sustainable campus future will require institutions to go beyond business-as-usual planning to rethink campus infrastructure—particularly energy, stormwater, and landscapes—and activate high-performance sites and buildings.
Abstract: Integrated planning and design that optimizes development capacity and leverages campus growth can help institutions achieve ambitious resilience goals for net-zero energy and resource conservation for a healthier, more sustainable environment. This session will discuss Princeton University’s ongoing efforts to support an ambitious capital plan, address deferred maintenance, advance climate solutions, and maximize use of campus lands. The path to a sustainable campus future will require institutions to go beyond business-as-usual planning to rethink campus infrastructure—particularly energy, stormwater, and landscapes—and activate high-performance sites and buildings.

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Planning for Higher Education Journal

Published
February 12, 2024

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Institutional Process Mapping

A College Eliminates Service Gaps and Improves Efficiency and Collaboration

By: Steve Erickson, EdD, and G.L. Tucker, BS

Minnesota State Community and Technical College coordinated and integrated processes for student onboarding to support institutional performance.

From Volume 52 Number 2 | January–March 2024

Abstract: Students experience institutional processes differently than employees within an institution. Process mapping and evaluation, or Value Stream Mapping, is a purposeful way to coordinate and integrate processes to support institutional performance through the identification of inefficiencies, increased interdepartmental collaboration, and ultimately the creation of new processes that eliminate service gaps. This article will introduce key elements in process mapping, process evaluation, and the process management lifecycle. Those concepts will be described through one collegiate institution’s practical application of student onboarding evaluations across several departments, including recruiting, admissions, financial aid, and advising.

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Webinar Recordings

Published
January 17, 2024

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Eliminating Equity Gaps Through Data and Institutional Change Webinar

By: Dr. Timothy Renick, National Institute for Student Success and Georgia State University

Abstract: For the past decade, Georgia State University (GSU) has been at the leading edge of demographic shifts in the Southeast region. Using data to inform systematic institutional change, GSU has doubled its enrollment of underrepresented populations, raised graduation rates by 70 percent, and closed all achievement gaps based on race, ethnicity, and income level. Through a discussion of innovations—from AI-enhanced chatbots and predictive analytics to meta-majors and micro-grants— this keynote will share lessons learned from GSU's transformation and outline concrete and scalable steps that you can take on your campus to improve outcomes for underserved students while increasing revenues.

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Planning for Higher Education Journal

Published
January 9, 2024

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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

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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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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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