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

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 5, 2024

Planning and Leading Through Positive Turbulence: Kean’s Pursuit of R2 Status

By: Neva Lozada, Kean University | Carlos Rodriguez, Kean University | Michael Salvatore, Kean University | Joseph Youngblood, Kean University

In order to meet the Carnegie Commission on Higher Education's requirements for an R2 Research Institution designation, Kean University created the University Planning Council (UPC), an inclusive university-wide body with representatives from every constituency within the university community.

Abstract:

In order to meet the Carnegie Commission on Higher Education's requirements for an R2 Research Institution designation, Kean University created the University Planning Council (UPC), an inclusive university-wide body with representatives from every constituency within the university community. The UPC creates linkages between assessment and resource allocations to establish integrated university-wide planning, supporting a comprehensive restructuring of its planning processes, policies, and procedures. This session will emphasize the importance of the democratization of data, transparency, inclusivity, and capacity development in integrated planning processes.

Planning Types: Strategic Planning
Tags: Adaptable Plans, Alignment, Assessment / Analytics, Data, Resource Allocation, Resource Management

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The Stories in These Walls

Integrated Planning Throughout Capital Projects Can Fuel Donor Engagement and Enhance Stewardship

By: John Roberson, MBA, and Toby Marlatt, BA

Cross-functional teams at the University of Wyoming, University of Nebraska-Lincoln, and University of North Dakota effectively used storytelling techniques to position donors within the narrative of the universities’ missions and strategic plans.

From Volume 52 Number 2 | January–March 2024

Abstract: Engaging donors at the planning stage of a capital project is a critical step in the campaign’s success. This article describes the use of storytelling techniques in donor outreach at three universities. We outline how cross-functional teams, involving campus planners and architects, university development and marketing and communications staff, and consultant firms, collaboratively planned and implemented donor engagement techniques. A story-oriented integrated project team enhanced philanthropy and stewardship by focusing on student and research outcomes, donor anecdotes, and sketches or conceptual renderings while positioning the donors themselves within the narrative of the university’s mission and strategic plan.

Institutions Mentioned: University of Wyoming, University of Nebraska-Lincoln, University of North Dakota
Planning Types: Campus Planning
Tags: Academic Facility, Advancement Planning, Business School Facility, Capital Funding, Engaging Stakeholders, Facilities Design, Facilities Funding, Facilities Planning

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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

Residential Life and Safety at the Intersection of Town and Gown

By: Patrick Killilee, University of Pennsylvania | Michael Schade, Atkin Olshin Schade Architects

Colleges and universities must adapt to changing issues around student safety and determine how to address these concerns while maintaining connections with the local community.

Abstract: Colleges and universities must adapt to changing issues around student safety and determine how to address these concerns while maintaining connections with the local community. This session will discuss the University of Pennsylvania’s (Penn) Stouffer Hall, a recently renovated residence hall that exemplifies the evolution of attitudes towards community, security, and student life on campus. Come learn how to create programs for increasing community engagement, address housing security concerns, and align residential life and building goals with current attitudes around safety.

Planning Types: Campus Planning
Tags: Community Engagement, Facilities Planning, Security, Student Housing, Student Services, Town and Gown

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Responsive Design

Planning Living Spaces for Neurodiverse Students

By: James A. Baumann, ACUHO-I | Shannon Dowling, AIA, Ayers Saint Gross | Mary Elliott, EdD, Colorado School of Mines

We invite you to join a discussion on how schools can thrive by taking this inclusive approach to planning and development.

Abstract: With increasing numbers of neurodivergent students on college campuses, intentional design and planning of spaces can better accommodate their needs and improve the experience for all students. We invite you to join a discussion on how schools can thrive by taking this inclusive approach to planning and development.

Institutions Mentioned: Colorado School of Mines
Planning Types: Campus Planning
Tags: Diversity Equity and Inclusion (DEI), Facilities Design, Facilities Planning, Student Housing

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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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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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Planning Types

Challenges