Learning Resources

Abstract: A proactive approach to master planning, rooted in empirical evidence and stakeholder input, can be emulated on campuses nationwide. The article’s authors show how a space analysis, if implemented correctly, can provide an institution’s decision-makers with the valuable data needed to create a dynamic and adaptable campus environment.

Abstract: As leaders of colleges and universities continue to analyze changes today and plan their campuses for the future, the knowledge and insight from the SCUP community is critical. The 2023 Campus Facilities Inventory (CFI) report’s valuable facilities benchmarking data will help college and university leaders understand not only what they have now and how it compares, but also how things might change in the future.

The CFI report consists of two sections that provide a holistic picture of today while enabling institutions to crowdsource a vision for the future: current space use data and recent and planned changes to campus facilities.

Data are reported only in aggregate, protecting the privacy of each institution. Reporting focuses on findings and comparison tables by institution type (e.g., four-year public, four-year private, and two-year public), location (e.g., urban, suburban, rural), and size (i.e., in-person student headcount).

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.

Abstract: Build Capacity for Integrated Planning

Whether you’re preparing a committee for an upcoming planning process or simply looking for directions for your own professional development, the Integrated Planning Competencies can help you determine the knowledge, skills, and dispositions your institution needs to advance integrated planning.

Integrated planning requires building capacity in the people who do planning so they have the necessary knowledge and skills for success. But higher education institutions that focus only on developing planning-related expertise often face hurdles when they attempt integrated planning. Why? Because colleges and universities are complex environments and using an integrated planning approach in those environments requires a wide range of knowledge, skills, and dispositions. Some of the required expertise might seem obvious (like writing goals or analyzing information). But some of it may be less so—particularly expertise related to “soft” skills or human skills, like communication or collaboration.

To provide more clear and specific guidance, SCUP identified competencies—knowledge, skills, and dispositions—that individuals need for successful integrated planning. We analyzed the experiences and viewpoints of around 300 planners and higher education administrators in order to surface the competencies—both obvious and inconspicuous—that underpin integrated planning success.

Abstract: At most institutions, physical space is a resource second only to personnel, yet it may not be managed as judiciously. Using data to understand how space is allocated, how the condition of space affects use, and how the evolving nature of space use will affect future demand can contribute to optimized space utilization while supporting institutional goals. This resource is designed to support business officers and other institutional leaders in developing data-informed space utilization practices. Published by NACUBO.

Abstract: As leaders of colleges and universities continue to analyze changes today and plan their campuses for the future, the knowledge and insight from the SCUP community is critical. The 2022 Campus Facilities Inventory (CFI) report’s valuable facilities benchmarking data will help college and university leaders understand not only what they have now and how it compares, but also how things might change in the future.

The CFI report consists of two sections that provide a holistic picture of today while enabling institutions to crowdsource a vision for the future: current space use data and recent and planned changes to campus facilities.

Data are reported only in aggregate, protecting the privacy of each institution. Reporting focuses on findings and comparison tables by institution type (e.g., four-year public, four-year private, and two-year public), location (e.g., urban, suburban, rural), and size (i.e., in-person student headcount).

Abstract: The institutions that will thrive in the future will be those that use high-quality, relevant mission-driven data as part of their strategic, integrated planning process. Because of this it is imperative to create integrated institutional effectiveness (IIE) offices that serve as the connective tissue among all units within a college or university. The data and expertise of institutional effectiveness can be leveraged to benefit the institution as a whole. In this article, we discuss the value of creating an IIE office and challenges associated with a centralized infrastructure.

Abstract: Part 1 of this series described a major contraction in the pool of college-going 18-year-olds that will reverse decades of growth and stability for higher education. Part 2 explored how we can shape a planning context that supports success in the coming 10 or 20 years. Part 3 suggests how our approach to planning must shift to prepare for abrupt change.