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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 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.

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Planning for Higher Education Journal

Published
February 23, 2024

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Book Review: “Whatever It Is, I’m Against It”

Resistance to Change in Higher Education

By: John Kilmarx, PhD

From Volume 52 Number 2 | January–March 2024

Abstract: Brian Rosenberg, the author of “Whatever It Is, I’m Against It”: Resistance to Change in Higher Education, argues that improvements in higher education are needed—which is certainly not a controversial or surprising outlook. However, he also says many institutions are on an unsustainable financial path, which makes the imperatives for change more urgent. What exactly needs to be addressed and how dramatically, though, is a matter of one’s perspective. The reviewer observes that in most cases, sustainable changes have been ongoing but incremental, not transformational. Some stakeholders might celebrate that fact. In other corners, this is not enough, and so frustrations abound.

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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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Planning for Higher Education Journal

Published
September 28, 2023

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Why Do Most Institutional Presidents Look Roughly the Same?

Plan for Racial, Ethnic, and Gender Diversity in a Presidential Search

By: Dana Ainsworth, MA, and Jeffery L. Wilson, PhD

An institution’s governing board should determine how diversity initiatives will be prioritized during the search process.

From Volume 51 Number 4 | July–September 2023

Abstract: The presidential search process is an opportunity for the institution to plan for and vet potential leaders who will play a pivotal role in the success or failure of diversity initiatives. A key question to ask during searches is whether the growing student diversity on campus is present within the presidential search itself. We advocate for institutional governing boards to commit to creating lasting, cultural change and including DEI efforts in the presidential hiring process.

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Planning for Higher Education Journal

Published
June 29, 2023

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What Is Your Crisis ‘What If’?

Create a Sustainable Approach to Emergency Response Planning

By: Jessica A. Luedtke, PhD, and Mary M. Reinke, MBA, MS

The Medical College of Wisconsin planned strategically, engaged executive leadership, and operationalized an Administrative Response Team to navigate critical incidents impacting the university.

From Volume 51 Number 3 | April–June 2023

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Webinar Recordings

Published
June 7, 2023

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Leveraging New Tools to Revolutionize Transformation Efforts and Outcomes

By: Robert Brodnick, Sierra Learning Solutions | Robert DiCenzo, Massachusetts College of Pharmacy and Health Sciences | Joseph (Tim) Gilmour, Strategic Initiatives, Inc. | Donald Norris, Strategic Initiatives, Inc.

This webinar showcases a collection of revolutionary tools being used in transformation campaigns. These tools have dramatically improved the experience and effectiveness of teams and coalitions engaged in strategy crafting and orchestration.
Abstract: This webinar showcases a collection of revolutionary tools being used in transformation campaigns. These tools have dramatically improved the experience and effectiveness of teams and coalitions engaged in strategy crafting and orchestration. The session will feature Zoom/Miro/new assessment tools combined with design-thinking-based processes to mainstream virtual/hybrid planning experiences. These have facilitated high-quality, enthusiastic engagement of teams and coalitions on an ongoing basis throughout strategy crafting and orchestration.

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Webinar Recordings

Published
May 24, 2023

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Destination 2030

The Need for Transformation Architects

By: Edward Inch, PhD, Minnesota State University – Mankato | Lynn Akey, PhD, Minnesota State University – Mankato | Linda Baer, PhD, Strategic Initiatives and Minnesota State University – Mankato

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Example Plans

Published
May 23, 2023

Bridge Plan

Public Master’s College or University (Michigan, United States)

In the face of executive leadership changes, this university was able to develop this interim strategic plan, or “bridge plan,” with broad campus engagement in less than half a year.

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Planning for Higher Education Journal

Published
May 23, 2023

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Quickly Building a Bridge

Use an Institutional Effectiveness Planning Model to Drive Strategic Planning

By: Jason Nicholas, MS, Daniel Cullen, PhD, and Ellen Koski, MPH

Executive leadership changes at Northern Michigan University led the interim president, interim provost, and Board of Trustees to call for a bridge plan to clearly articulate strategic work happening throughout campus. This article describes how the university was able to develop an interim strategic plan with broad campus engagement in less than half a year.

From Volume 51 Number 3 | April–June 2023

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