Learning Resources

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

Planning Types: Strategic Planning
Tags: Organizational Change, Original Research, Planning Processes

Member Price:
Free | Login

Non-Member Price:
$35

Conference Presentations

Published
March 19, 2024

Designing Beyond the Binary to Foster Belonging

By: Melissa Falkenstien, University of California-Irvine | Elizabeth MacPherson Hearn, Mithun | K Kaczmarek, Mithun | Jennifer Nelson Martinez, University of California-Irvine

Today’s students are coming to school with diverse gender identities.

Abstract: Today’s students are coming to school with diverse gender identities. Designing facilities with gender equity in mind helps to support marginalized communities and future proof the campus. This session will present case studies and inclusive best practices for ‘designing beyond the binary’ to foster belonging in campus housing, restrooms, and gathering spaces. You’ll discover strategies to foster belonging and wellbeing for a spectrum of gender identities through programming and operations as well as learn about design tools and tips to create belonging in spatial environments.

Planning Types: Campus Planning, Diversity, Equity, and Inclusion Planning
Tags: Diversity Equity and Inclusion (DEI), Facilities Design, Informal Learning Environments, LGBTQIA, Student Demographics, Student Housing

Member Price:
Free | Login

Non-Member Price:
Free

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

Member Price:
$35 | Login

Non-Member Price:
$50

Conference Presentations

Published
March 5, 2024

Evaluating the Influence of Design on Social Impact Education

By: Anya Grant, Leo A Daly | Todd McGarvey, University of Maryland-Baltimore | Irena Savakova, Leo A Daly

In order for institutions to support students’ desire for engagement and impact within their local, regional, and national communities, they must plan and design spaces that foster instruction, discourse, and invention. 2024

Abstract: In order for institutions to support students’ desire for engagement and impact within their local, regional, and national communities, they must plan and design spaces that foster instruction, discourse, and invention. This session will evaluate Thurgood Marshall Hall on its promise as an integrated scholar-practitioner community within the University of Maryland’s (UMD) Do Good Campus for social impact education. After a year of occupation, we’ll share how we conducted a qualitative assessment of the building with a wide cross-section of stakeholders and how the resulting lessons will impact the campus’s ‘Do Good’ mission and inform future planning and design.

Planning Types: Campus Planning
Tags: Collaborative Learning, Facilities Assessment, Flexible Learning Spaces, Informal Learning Environments, Learning Environments, Student Experience

Member Price:
$35 | Login

Non-Member Price:
$50

Conference Presentations

Published
March 5, 2024

Finding Your Swan: Reimagining Unloved Buildings at JMU

By: Jeffrey Hyder, Moseley Architects | Kelly Miller Martin, James Madison University | Kirk Morris, James Madison University | Kevin Smith, Robert A.M. Stern Architects

There are distinct advantages to both renovation and new construction; an optimal blend of these approaches can enable opportunities for physical growth, evolving programs, and a minimally disruptive reimagining of campus buildings.

Abstract: There are distinct advantages to both renovation and new construction; an optimal blend of these approaches can enable opportunities for physical growth, evolving programs, and a minimally disruptive reimagining of campus buildings. We’ll explore two case studies from James Madison University (JMU) ?the College of Business and the Carrier Library?that illustrate how to affordably transform outdated and stylistically unloved buildings into vibrant academic and student life hubs. Join us to gain a greater understanding of the hidden value of aging buildings, considering aspects such as functionality, cost, operations, sustainability, and stylistic potential.

Planning Types: Campus Planning
Tags: Adaptive Reuse, Business School Facility, Flexible Learning Spaces, Informal Learning Environments, Library, Renovation

Member Price:
$35 | Login

Non-Member Price:
$50

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)

Member Price:
$35 | Login

Non-Member Price:
$50

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.

Institutions Mentioned: Minnesota State Community and Technical College
Tags: Community College, Continuous Improvement, Operational Planning, Planning Processes, Student Services

Member Price:
Free | Login

Member-only Resource

Join now to have access

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

Member Price:
Free | Login

Member-only Resource

Join now to have access

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.

Member Price:
Free | Login

Member-only Resource

Join now to have access

Responsive Design

Purposeful Planning Can Be Inclusive for Neurodiverse Students and Support the Well-Being of All

By: Shannon Dowling, MArch, AIA, LEEDAP, and James A. Baumann, MA

By incorporating student choice and voice into the planning and allowing autonomy in scale and adaptability, campuses can provide the environment where all students are most comfortable participating in any given activity.

From Volume 52 Number 1 | October–December 2023

Abstract: Research has shown that neurodivergent students report a lower sense of belonging and are less likely to feel welcomed, accepted, and like they belong on campus than their neurotypical peers. Considering this, a host of barriers to participation and belonging can be in effect across a college or university. While there are a few campus offices and departments that might address different aspects of these concerns independently, the most successful results occur when these groups—along with outside contractors such as design partners—work in strategic symphony.

This article is co-presented by the Association of College & University Housing Officers – International (ACUHO-I) and the Society for College and University Planning (SCUP) and is being published in publications for both organizations.

Institutions Mentioned: Colorado School of Mines, Denison University, Lewis & Clark College, Montana State University, Ohio State University-Main Campus, The State University of New York at Albany, University of Georgia, University of Oregon
Planning Types: Campus Planning
Tags: Facilities Design, Facilities Planning, Health and Wellness, Informal Learning Environments, Learning Environments, Placemaking, Student Housing

Member Price:
Free

Non-Member Price:
Free

Planning Types

Challenges