Learning Resources

Abstract: When Vanderbilt University began seeing signs that cost escalation, scope additions, campus requirements, and authentic Collegiate Gothic architecture for their proposed new residence halls were all pressuring the budget, a multifaceted team worked collaboratively and arduously to stem the overruns.

Abstract: Shared governance is a long tradition that well serves the academy, even as opportunity cost casts a long shadow over constrained budgets supporting built infrastructure. Over the past decade, two freely available tools: the Learning Space Rating System (LSRS) and the Flexible Learning Environments eXchange (FLEXspace) have successfully combined into an integrated planning pathway to help align the complexities of faculty, designers and AV/IT professional perspectives when considering facilities investment. This planning pathway was built in collaboration with professionals over time from many campuses, including the University at Buffalo and San Diego State University where portions of the process were integrated into a holistic solution to assist with learning environment ideation and planning. Join us as we discuss how the FLIPP: FLEXspace Integrated Planning Pathway may help serve your needs with academic facilities planning, while building cooperative trust among campus advisors.

Abstract: From the introduction: “Envision TRU culminated with the approval of a new institutional vision, values and change goals. The COVID-19 pandemic has put a pause on our work towards vision realization and goals prioritization. We now are picking up where we left off. This green paper is intended to present a general outline and stimulate discussion on how Thompson Rivers University (TRU) can work towards living our new vision and achievement of our 10-year goals.” Contents:

• What Is Integrated Planning
• Planning Process Model
• Why Adopt Integrated Planning At TRU
• Strategic Framework Approaches
• Integrated Planning Implementation
• How Will We Realize Envision TRU?
• Planning, Budgeting and Assessment
• Next Steps

Abstract: This session will focus on the development and use of consistent metrics through the program review process and other key university processes to support integrated planning at the department, school, and university levels. Using coordinated data at multiple levels of an institution can better inform both strategic planning and budget decisions. We'll share successful examples from Northwestern University that you can apply at your institution, including school-level dashboards that inform the annual strategic planning process as well as department-level planning.

Abstract: The pandemic hit during a crucial part of Saint Paul College's annual planning process, forcing processes, events, training, and decision-making to move to a totally virtual environment. In addition to pivoting operations, Saint Paul College also faced uncertain financial conditions. In this session, we'll share best practices and lessons learned in virtually adapting the cycle of planning and budgeting processes to an uncertain, volatile, and virtual environment.

Abstract: The division of Academic Affairs at the University of West Georgia became involved with the Society for College and University Planning and integrated planning over four years ago. The result was slowly integrating academic planning with facilities, accreditation, budget, student affairs, and student success. Just as Thomas Edison was probably not thinking about integrated planning when he was quoted on planning, we had no idea how fruitful our efforts would become. We enhanced and assessed student scheduling, learning spaces, faculty support, and student success and support services in a meaningful way that resulted in positive and measurable outcomes for improving learning and reducing costs.

Abstract: Owing to the pandemic's economic impact, campus budgets are facing greater challenges to recruit students and meet expectations for state-of-the-art spaces. In this session, we'll demonstrate how to renovate your campus spaces to maximize programming and performance. We've integrated key aspects of high-performance design into a planning approach that addresses the unique challenges of modernizing existing buildings, accommodating future-focused programming needs, and minimizing operational costs. Come learn about a process that will help you consider the highest use of all resources through a variety of lenses and work with stakeholders on your campus to develop a common vision.

Abstract: In 2009 the Arizona University System (supporting over 130,000 enrollments) through its Board of Regents directed its board president and the presidents of Arizona State University, University of Arizona, and Northern Arizona University to create an operational plan that reflected the board’s vision, goals, and strategic directions. A primary objective was to transform the system (or enterprise) vision into concrete goals and outcomes that would directly connect to financial decision making at the system and university level. The backdrop for higher education planning and budgeting expectations included the continuation of severe reductions in state funding, rapidly increasing student tuition and fees, and a call for greater accountability. The planning processes were characterized by the integration of board and presidential discussions, inclusion of constituent debate, identification of strategic choices, and approval of outcomes focused on measuring performance. The integration ran across and within three organizations or levels that included the Arizona Board of Regents, its system administration, and the three universities.

Abstract: The advantages of thoughtful, well-structured strategic planning and decentralized budgeting are numerous. But they bring different and sometimes conflicting perspectives to high-stakes discussions within the institution. By recognizing and preparing for these tensions, the odds increase that their potential benefits will not be eroded or eclipsed by distractions or destructive forces and they can work in harmony to help an institution accomplish its goals in an increasingly challenging environment. The author considers specific tensions and conflicts and draws on the experience of a flagship public university to suggest ways to manage these tensions and reap the benefits of both approaches.