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Conference Presentations,Conference Recordings

Published
June 16, 2025

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Designing a Flexible and Resilient Research Building Through Integrated Planning

By: Geoff Bock, Director of Operations, N.C. Plant Sciences Initiative, College of Agriculture and Life Sciences, North Carolina State University at Raleigh | Charles Mummert, Design Principal, Flad Architects | Bob Sherman, Principal/Project Manager, Affiliated Engineers, Inc.

This session will highlight how a collaborative team promoted innovation to enable decision making throughout the Plant Sciences Initiative design process at North Carolina State University (NCSU).
Abstract: This session will highlight how a collaborative team promoted innovation to enable decision making throughout the Plant Sciences Initiative design process at North Carolina State University (NCSU). Built pre-pandemic, this future-proofed building continues to successfully serve as an energizing hub for innovation. NCSU's integrated planning and data-driven process for designing a flexible academic research building has inspired cross-functional collaboration, leading to increased industry partnerships and innovations. Come learn how leveraging benchmarking, analytics, and an integrated planning process can produce a successfully designed, forward-thinking research building.

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Conference Presentations

Published
May 20, 2025

Delivering a Renovated Learning Commons for an Engaged Academic Community

Abstract: Integrated planning is essential for delivering campus facilities that support institutional vision and create a strong student academic experience. Juniata College was at a crossroads related to vision and curriculum direction while it was launching a comprehensive campaign that prioritized a library renovation. This session will focus on one provost's vision for planning and designing a learning commons around a new curriculum and share post-occupancy data to define what worked. Come learn how the planning, funding, and design process behind this inclusive facility has dramatically increased library use by students, faculty, and outside groups.

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Conference Presentations

Published
July 23, 2024

Inside Out: Understanding Space and Building Consensus in a Dynamic Environment

By: Jared Parylo, Assistant Director, Planning | Lilia Sodre, Space Planner, Strategic Designer

Building consensus is challenging, but planners who are empowered by knowledge of their campus's space can make informed decisions on how to plan for its most efficient usage.
Abstract: Building consensus is challenging, but planners who are empowered by knowledge of their campus's space can make informed decisions on how to plan for its most efficient usage. Through an integrated, inclusive, and tactile study of space, we'll share how diverse groups can help build a new baseline of knowledge. Come learn how to develop a grassroots approach on your campus by applying a space occupancy and utilization study that uses actual data and analytical graphics to aid in decision making and strategic planning on a small and large scale.

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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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Conference Presentations

Published
July 22, 2024

Integrated Planning for an Innovative and Efficient Design Process

By: Bill Davis, Director, Formal Design | Charles Mummert, Design Principal | Elizabeth Strutz, Associate Principal, Director of Process Innovation

Designing a forward-thinking research building without identified occupants is a bold undertaking.
Abstract: Designing a forward-thinking research building without identified occupants is a bold undertaking. Through an integrated planning and data-driven process, North Carolina State University (NCSU) designed a flexible academic research building, inspiring cross-functional collaboration which has led to increased industry partnerships and innovation. This session will highlight how a collaborative team enabled decision-making throughout the design process to create a future-proofed, energizing hub for academic research. Come learn how to leverage benchmarking, analytics, and an integrated planning process to design successful and innovative buildings on your campus.

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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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Blog Post

Published
August 9, 2023

6 Integrated Planning Strategies and Tips We Learned at SCUP 2023

By: SCUP

Every year at SCUP’s annual conference, over 1,000 of higher education’s leaders and innovators gather to share how they are advancing integrated planning at their college or university. Out of the wealth of tools, strategies, and tips shared at SCUP 2023, which took place earlier this month in Cleveland, here are six that stood out.

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Planning for Higher Education Journal

Published
September 1, 2021

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Prioritizing Campus Diversity Budgets

DEI Funding Has Mostly Survived the Post-Pandemic Cuts

By: Jeffery L. Wilson, PhD, Gerron Scott, MEd, and Reginald L. Stroble, EdD

Researchers learned that if diversity initiatives were a strategic priority for an institution, the 2020 financial crisis did little to reduce budget allocations.

From Volume 49 Number 4 | July–September 2021

Abstract: In 2013, the article Planning for the Future: The Impact on the Public University Diversity Budget in Time of Recession reported the impact of the 2008 recession on college and university student affairs diversity unit budgets. Colleges are again faced with another economic downturn with looming budget cuts. The purpose of this article is to revisit the idea of whether primarily student affairs diversity units are hit harder than other institutional units in fiscal cuts and the potential effect that current events related to diversity programming initiatives have had on campus planning. The article explores the status of these budgets during fiscal uncertainty and the social awareness around campus-wide diversity, equity, and inclusion and its prioritization.

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Conference Recordings

Published
July 15, 2021

2021 Annual Conference | July 2021

Pivot! Planning During a Pandemic and Staying on Course

By: Paula Kinney, Saint Paul College-A Community and Technical College | Nichole Sorenson, Saint Paul College-A Community and Technical College

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 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.

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