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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
July 23, 2024

Measuring Campus Initiative Outcomes of Diversity and High-performance Teams

By: Beyazmin Jimenez, Director of Diversity, Equity, Inclusion and Culture | Ai Kurokawa, Principal | Tammy Trung Ngo, Energy Designer | Tim Singleton, Assistant Vice President of Capital Projects

The planning, designing, and building of campus initiatives requires broad and diverse perspectives.
Abstract: The planning, designing, and building of campus initiatives requires broad and diverse perspectives. This session will present the case for implementing sustainable ways of diversifying the owner, design, and construction industry through emergent data collection. We'll explore the link between diversity and high-performance of project development, process, and teams, and discuss the developing research and data related to owner satisfaction. Join us to find out how diverse and high-performance teams can add to the continuous improvement of processes and create sustainable changes towards a more diverse pipeline of multiple disciplines that impact the campus.

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Conference Presentations

Published
July 23, 2024

Leveraging Progressive Design-Build Delivery for Capital Projects

By: Brandon Dekker, Principal | Brian Pratt, Associate Vice Chancellor and Campus Architect | Marijke Smit, Principal, Education Strategies | Khristina Stone, Preconstruction Manager

California recently passed legislation that permits its public entities to leverage Progressive Design-Build (PDB) delivery methods for capital projects.
Abstract: California recently passed legislation that permits its public entities to leverage Progressive Design-Build (PDB) delivery methods for capital projects. Other states are following suit, which will upend traditional planning and design processes. This session will outline necessary changes to pre-design planning processes and considerations to set projects up for success under a PDB delivery model. We'll share tools that will help you achieve better outcomes in your planning and design processes, including lessons learned from our own successes and challenges of using PDB as a project delivery method.

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Conference Presentations

Published
July 23, 2024

Building a New Medical School With Integrated Project Delivery

By: Jacqueline Norman, Campus Architect | Linda Reimann, Chief of Staff and Assistant Dean, Strategic Innitatives | James Simeo, Principal

Effective means and methods for building projects result in campus environments that advance institutional missions and goals, ensure student success, and support campus communities working for change.
Abstract: Effective means and methods for building projects result in campus environments that advance institutional missions and goals, ensure student success, and support campus communities working for change. This session will demonstrate how administrators, planners, and designers joined forces to coordinate an integrated project delivery to build a new medical school that promotes success for a diverse student body. We'll highlight strategies for prioritizing during the decision-making process, including identifying physical space needs to support program initiatives, developing planning guidelines for those needs, and enacting a design-build process to meet those needs in the built environment.

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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
November 21, 2023

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Overcoming a $90M Budget Overage in Vanderbilt University’s Residential Colleges

A Multifaceted Team Worked Collaboratively to Stem Overruns

By: David Bailey, BA, AIA, LEED AP, and Walt Massey, BA

The University, architects, engineers, strategic planning consultants, and contractor teams worked hand in hand to peel back the onion to stem the overruns.

From Volume 52 Number 1 | October–December 2023

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.

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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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