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

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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.

Planning Types: Campus Planning
Tags: Diversity Equity and Inclusion (DEI), Facilities Planning, Interdisciplinary, Renovation, Student Retention, Student Services, Student Success, Student Support Services, Underserved Students

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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

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Conference Presentations

Published
March 18, 2024

Expanding Community: How to Create a Thriving Off-campus Environment

By: John D’amico, University of California-Los Angeles | Zach Prowda, BAR Architects & Interiors | Adam Shalleck, The Shalleck Collaborative Inc.

Transforming vacant off-campus buildings into vibrant centers of learning and experience extends an institution’s presence and mission and helps dismantle town and gown barriers.

Abstract: Transforming vacant off-campus buildings into vibrant centers of learning and experience extends an institution’s presence and mission and helps dismantle town and gown barriers. Using the University of California, Los Angeles (UCLA) Nimoy Theater as a case study, this session will discuss the reasons, benefits, and unique aspects of building off campus to expand community engagement opportunities for students, faculty, and alumni. We’ll share real time lessons in navigating a purchase, adapting a historic building, meeting building standards, coordinating with local agencies, and applying university standards for safety, access, sustainability and contracting.

Planning Types: Campus Planning
Tags: Community Engagement, Economic Development, External Collaboration / Partnerships, Renovation, Town and Gown

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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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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

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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

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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.

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

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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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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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