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Your Higher Education Planning Library

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Conference Presentations

Published
April 8, 2025

Decisions That Stick: Applying the CBA Matrix to Complex Projects

Abstract: The Choosing by Advantage (CBA) Matrix is a powerful tool for decision-making in the design and construction industry, from the planning process through project completion, and it delivers efficiency through fewer changes. CBAs take all stakeholders into account when defining advantages, so campus planners can achieve quality, an on-time schedule, and cost savings at every stage. Via simulation, we'll demonstrate how you can apply CBAs across all phases of a project. By presenting and providing step-by-step, compelling visuals, our team will enable you to implement CBAs tactically and early in your next project.

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Conference Presentations

Published
April 7, 2025

Promoting Decarbonization and Wellbeing through a Residence Hall Renovation

Abstract: Universities must decide what to do with their high-rise residence halls that don't meet modern standards for energy efficiency and student expectations. Renovation often proves to be the best solution for a variety of reasons. At Boston University (BU), what started as a building systems upgrade evolved into a major renovation, which elevated the student experience, social and emotional wellbeing, and campus decarbonization goals. Using BU's Warren Towers as a model of decision making, this session will help you work through the possibilities of a major renovation on your campus with the aim of meeting student wellbeing and decarbonization objectives.

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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

By: Shawna Herwick, MSW, and Paul Illich, PhD

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

By: Rachel E. Smith, PhD, and Leslie W. Grant, PhD

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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Planning for Higher Education Journal

Published
October 29, 2024

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The Devil and the Detail

Using Headcount and FTE in the Planning Process

By: Karen E. Hinton, PhD

Often, student, faculty, and staff headcount and FTE can be misunderstood and misused. Understanding crucial factors about these data sets can strengthen the planning process.

From Volume 52 Number 4 | July–September 2024

Abstract: Everyone involved in planning activities will be aware of the use of data in the process. Data-driven planning is ubiquitous in all planning processes but can be a weak spot for many planners. The difficulty for most people is that the very mention of “data” can make eyes glaze over. Some of the least understood and most misused data are student, faculty, and staff headcount and FTE (full-time equivalent). Understanding some critical factors about these data sets can help demystify them and strengthen the planning process.

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Conference Presentations

Published
July 23, 2024

What’s In It For Me? The Benefits of Data Asset Management

By: Elizabeth Greaney, Chief Business/Financial Strategy Officer | Surayya Johnson, Director of the Office of Student Life| Paul Miller, Professional Development Director | Nadine Porter, Deputy Chief Analytics and Insights Officer

Data is a pillar for organizational mission and for driving results. Planners must not undervalue the importance of data-informed decision-making and its link to institutional wellbeing and sustainability. Montgomery College's (MC) integrated planning incorporated robust community input that culminated into a successfully built plan that supports agility and flexibility.
Abstract: Data is a pillar for organizational mission and for driving results. Planners must not undervalue the importance of data-informed decision-making and its link to institutional wellbeing and sustainability. Montgomery College's (MC) integrated planning incorporated robust community input that culminated into a successfully built plan that supports agility and flexibility. MC continuously reminds and educates the campus community about 'what's in it for me' and the benefits of collaborating on this growth mindset. This session will demonstrate how data-driven planning fosters ownership, accountability, buy-in, and increases effectiveness and trustworthiness of institutional decision-making, resulting in positive outcomes and decreased risk.

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Conference Presentations

Published
July 23, 2024

Leveraging Your Resources to Build a Comprehensive, Data-driven Strategic Plan

By: Gianna Darrow, Executive Director of Data Analytics and Strategic Planning | Jimmy Jung, Senior Vice Chancellor | Marsha Lowery, Vice Chancellor for Student Academic Success

Institutions can align their needs with innovation and insight by creating a strong integration of data and research processes for a data-driven, impactful strategic plan. We'll demonstrate how to build a data-driven strategic plan by applying research methodologies, leveraging public data, optimizing institutional data, and constructing a content analysis.
Abstract: Institutions can align their needs with innovation and insight by creating a strong integration of data and research processes for a data-driven, impactful strategic plan. We'll demonstrate how to build a data-driven strategic plan by applying research methodologies, leveraging public data, optimizing institutional data, and constructing a content analysis. You'll come away from this session with a blueprint to integrate into your own planning processes that will bolster your data skills and provide you with a mechanism to weave together planning with data-driven insights.

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Conference Presentations

Published
July 22, 2024

Renew, Revise, or Reject: Presidential Turnover and Strategic Planning Impacts

By: Sandra Patterson-Randles, Chancellor Emerita and Professor of English

Since the average presidential tenure is now fewer than six years, campuses need to design and implement circumspect planning which will prove stable even in the event of leadership changes. Using examples from eight institutions across the U.S., this session explores the challenges to campus strategic planning when new leadership arrives.
Abstract: Since the average presidential tenure is now fewer than six years, campuses need to design and implement circumspect planning which will prove stable even in the event of leadership changes. Using examples from eight institutions across the U.S., this session explores the challenges to campus strategic planning when new leadership arrives. Campus constituencies will be able to weather the uncertainties of a presidential transition through a detailed understanding of commonly experienced impacts on campus planning.

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Conference Presentations

Published
July 22, 2024

Strategic Restructuring: Creating an Office of Strategy, Planning, and Analysis

By: Christine Hoyt, Vice President for Strategy | Ben Pingel, Director of Strategic Planning and Communication | Eija Sumner, Communications Coordinator | Jon Walter, Assistant Vice President for System Strategy and Insight

Institutions require accurate data to support decision making and planning, so they can and should carefully consider how this data is organized.
Abstract: Institutions require accurate data to support decision making and planning, so they can and should carefully consider how this data is organized. As higher education continues to evolve to meet new challenges, there are significant opportunities to rethink how institutions are organized to benefit from blending the power of institutional strategy, integrated planning, and analytics. Washington State University (WSU) has evolved to combine these institutional functions into a central unit. This session will show you how to embrace collaborative partnerships and organize similar functions at your institution to bring focus, coordination, and alignment to your institutional planning.

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Conference Presentations,Conference Recordings

Published
July 22, 2024

Using Occupant Evaluation Data to Inform Higher Education Design

By: Joe Klocek, Director, Planning, Design and Construction | Jeffrey Puleo, Vice President | Renae Rich, Senior Associate / Occupant Evaluation Manager / Principal Investigator

Campus facility design is a complex process that involves many sources of opinion and influence. Educational environments must enhance evolving pedagogies, support learning, administrative, and social functions, and accommodate ever-changing institutional needs.
Abstract: Campus facility design is a complex process that involves many sources of opinion and influence. Educational environments must enhance evolving pedagogies, support learning, administrative, and social functions, and accommodate ever-changing institutional needs. The systematic use of standardized evaluation tools for assessment of higher education facilities provides comprehensive insight into occupant experience from diverse, unique perspectives for informed and integrated planning decisions. In this session, we'll share practical strategies for conducting occupant evaluations across all types of facilities, as well as occupant outcome findings and the resulting planning decisions.

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