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Conference Presentations,Conference Recordings

Published
June 16, 2025

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Reimagining the Student Experience and Stewarding Campus Resources

Institutions are seeking to improve student experience to support recruitment and retention on campus, but making big impactful moves can be daunting in the midst of overwhelming deferred maintenance needs.
Abstract: Institutions are seeking to improve student experience to support recruitment and retention on campus, but making big impactful moves can be daunting in the midst of overwhelming deferred maintenance needs. Solving for a renewed focus on student wellbeing and resource-strapped environments, we'll share two case studies of transforming the campus experience through strategic investment in capital-constrained environments. This session will outline a path for converting the threats of deferred maintenance numbers into an opportunity to enhance the student experience on campus by providing a tool kit to guide institutions through the planning process.

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Conference Presentations

Published
May 20, 2025

Reimagining the Student Experience and Stewarding Campus Resources

Abstract: Institutions are seeking to improve student experience to support recruitment and retention on campus, but making big impactful moves can be daunting in the midst of overwhelming deferred maintenance needs. Solving for a renewed focus on student wellbeing and resource-strapped environments, we'll share two case studies of transforming the campus experience through strategic investment in capital-constrained environments. This session will outline a path for converting the threats of deferred maintenance numbers into an opportunity to enhance the student experience on campus by providing a tool kit to guide institutions through the planning process.

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Planning for Higher Education Journal

Published
April 4, 2025

Institutional Transformation and Successful Accreditation Review Through Data-Informed Collaboration

Gain Accountability with Values-Based Integrated Planning

Implementing a values-based integrated planning framework equipped Southeast Community College to leverage the data it collected to build and strengthen relationships, align the institution within and across divisions, and prepare for change. The efforts led to the successful modernization of facilities, historic enrollment growth, staffing increases, other operational improvements, and a positive accreditation outcome.

From Volume 53 Number 2 | January–March 2025

Abstract: Southeast Community College (SCC) applied an integrated framework approach to inform all aspects of its successful comprehensive accreditation review. Following decades of reviews leading to monitoring and focused visits to address opportunities for improvement, SCC managed its most recent comprehensive assessment through integrated planning to ensure the accreditation process coincided with building relationships, aligning divisions and departments, and promoting a culture that is well prepared for change. This structured and focused integrated planning method for comprehensive accreditation review was associated with a successful outcome that involved no monitoring or required follow-up for the first time in the College’s accreditation history.

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Planning for Higher Education Journal

Published
February 5, 2025

‘Catching’ Substantive Changes with Integrated Planning

Form a Dedicated Team to Reduce Silos, Develop Cross-Unit Collaboration, and Implement Transformative Goals

Implementing changes at institutions that operate under a distributive leadership model can be challenging because academic and support units function separately. This article recommends successful ways to manage the change-making process.

From Volume 53 Number 2 | January–March 2025

Abstract: Implementing changes at institutions that operate under a distributive leadership model can be challenging because academic and support units are siloed. This article presents an example of one midsize, public, research institution’s successful strategy for “catching,” or identifying and managing, substantive changes using integrated planning. Through a centralized team of academic and support unit representatives, the academic units shared planned substantive changes, received feedback, and adjusted. The institution’s substantive change policy, infrastructure, and collaborative culture ensured the changes did not slip through the cracks or hit significant roadblocks. This article shares how the team operated, giving recommendations for institutions implementing the change practice.

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Conference Presentations

Published
October 22, 2024

Full STEAM Ahead: Colocating Science, Engineering, and Liberal Arts

Recruitment and retention are increasingly vital as student demographics evolve. New approaches to collaborative planning create keystone spaces on campus that can reinvigorate entire zones and benefit students, faculty, staff, and the bottom line.
Abstract: Recruitment and retention are increasingly vital as student demographics evolve. New approaches to collaborative planning create keystone spaces on campus that can reinvigorate entire zones and benefit students, faculty, staff, and the bottom line. The University of St. Thomas's Schoenecker STEAM Center uniquely combines science and engineering spaces with liberal arts programs and other collaboration space while also enhancing use patterns, gathering points, and campus circulation. We'll share tools and lessons learned to help you navigate the complexities of co-locating disparate functions while accounting for funding capacity and time-of-day use, resulting in efficient, effective spaces that support changing campus demographics.

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Conference Presentations

Published
July 22, 2024

All Things Considered: Collaborative Approaches to Academic Program Proposals

Academic program misalignment can have serious consequences for institutions, such as a lack of support for competing priorities and unwieldy maintenance of administrative oversight.
Abstract: Academic program misalignment can have serious consequences for institutions, such as a lack of support for competing priorities and unwieldy maintenance of administrative oversight. Students may also obtain degrees that are difficult to explain or find themselves caught in programs that require teach-outs to complete a discontinued course of study. This session will cover how planners can strategically invest institutional resources in academic program proposals to ensure programs are student centered, institutionally aligned, and collaborative. Join us to discover how you can effectively analyze and align programs, engage stakeholders, and manage expectations for academic programs at your institution.

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Conference Presentations

Published
July 22, 2024

Institutional Transformation in Turbulent Times

Alvernia University can provide inspiration for planners who must undertake the difficult task of transforming their institution in turbulent times. In four years, Alvernia University has raised $25 million in external support, garnered a $400 thousand grant, and raised enrollment by more than six percent.
Abstract: Alvernia University can provide inspiration for planners who must undertake the difficult task of transforming their institution in turbulent times. In four years, Alvernia University has raised $25 million in external support, garnered a $400 thousand grant, and raised enrollment by more than six percent. This session will detail Alvernia University’s transformation strategy, which has radically changed how the university educates students and supports regional economic development. The Alvernia approach offers a proven model that institutions can adapt for their own transformation efforts, cutting plan development and implementation time.

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Webinar Recordings

Published
June 12, 2024

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Effective Academic Cost Stewardship: Strategies for a Sustainable Future

Join us for a transformative exploration into the dynamic world of academic cost stewardship within higher education institutions.
Abstract: Join us for a transformative exploration into the dynamic world of academic cost stewardship within higher education institutions. This webinar, based on the comprehensive guide Effective Academic Cost Stewardship Ecosystem: A Practical Guide for Administrators, Faculty, and Governing Boards, delves into tailored solutions and best practices that can help your institution navigate financial challenges while simultaneously enhancing academic excellence. Discover innovative strategies for academic planning and cost stewardship, leveraging data for informed decision-making, and fostering a culture of transparency and adaptability. Whether you're an administrator, faculty member, or institutional planner, this session will equip you with actionable insights to steer your institution toward a sustainable future.

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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

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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Example Plans

Published
November 13, 2023

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