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Blog Post

Published
September 2, 2025

How Strategic Is Your Strategic Plan?

Identify Its Shortcomings and Ask Key Questions

Today, strategic planning in colleges and universities is more crucial than ever. Yet many strategic plans in higher education lack a clear strategy, instead resembling a long-range plan.

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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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Planning for Higher Education Journal

Published
February 14, 2025

Improving Student Support on a Decentralized Campus

Project Management Ensures Campus Stakeholder Buy-in, Cross-Collaboration, and Thorough Communication

Portland State University’s Office of Student Success adopted a project management framework to improve student outcomes, starting with a pilot program to administer hardship funds.

From Volume 53 Number 2 | January–March 2025

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Planning for Higher Education Journal

Published
December 11, 2024

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Strategic Planning for the Uncertain Road Ahead

Collectively Set Your Institution’s GPS to the Future

A public liberal arts institution began an integrated, collaborative, and future-focused strategic planning process during COVID-19, enrollment declines, and financial shortfalls. Committed leadership, listening to stakeholder voices, and studying best practices from other universities paved their strong path forward.

From Volume 53 Number 1 | September–December 2024

Abstract: Georgia College & State University, a public liberal arts institution, began an integrated,
collaborative, and future-focused strategic planning process during a time of uncertainty (COVID-19, enrollment declines, financial shortfalls, etc.). This planning included shared leadership across campus to develop and implement the plan, data-informed decision-making by a diverse group of steering committee members representing all areas of campus, visits to strategically identified aspirant universities, and ongoing stakeholder engagement that included student input. These strategies leveraged the inherent qualities of a liberal arts institution while addressing the challenges and opportunities that exist in public higher education.

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Planning for Higher Education Journal

Published
October 31, 2024

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Leveraging Data to Engage Our Community

Data Play Dual Roles in Facilitating Inclusive and Evidence-Based Strategic Planning

Success in strategic planning requires decision-making that reflects the collective vision of diverse constituents.

From Volume 52 Number 4 | July–September 2024

Abstract: Success in strategic planning requires decision-making that reflects the collective vision of diverse constituents. At California State University, Fullerton we leveraged data as the essential thread in engaging our community in an inclusive strategic planning process. Data played dual roles, serving as input and output, to provide a common framework through which the ideas and wisdom of our community are reflected and shared, anchoring the strategic plan firmly in the campus voices. Our engagement through data embodied our commitment to evidence-based decision-making and contributed to the success of our strategic planning process.

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Conference Presentations

Published
July 23, 2024

Bison Blueprint: Building An Integrated Planning Culture At Gallaudet

A successful integrated plan requires the broad engagement within an institution.
Abstract: A successful integrated plan requires the broad engagement within an institution. In this session, we'll demonstrate how we taught key leaders about integrated planning by breaking down the integrated planning process to enable plan creation for different programs and divisions. We'll share our Bison Integrative Planning Toolkit, which provides an 'evergreen' resource for onboarding colleagues into the integrated planning process and also serves as a manual that walks through the process of creating a plan. Join us to gain teachable, no-cost resources that you can easily disseminate at your institution to foster necessary skills for building an integrated planning culture.

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Conference Presentations

Published
July 23, 2024

Measuring Campus Initiative Outcomes of Diversity and High-performance Teams

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

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

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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Conference Presentations

Published
July 22, 2024

Charting the Future of Education: Expedited, Experiential Strategic Planning

As higher education operates in an increasingly complex world, charting a path forward requires a clear vision. An inclusive, comprehensive strategic planning process for educational programs is both just and necessary for institutions to stay relevant.
Abstract: As higher education operates in an increasingly complex world, charting a path forward requires a clear vision. An inclusive, comprehensive strategic planning process for educational programs is both just and necessary for institutions to stay relevant. We'll present a three-phase expedited, practical, inclusive approach that Tufts University used to lead a strategic planning process and develop an educational vision. Join us for experiential, mixed methods to include all voices in the strategic planning process, build community across schools in a decentralized university, and participate in a simulated co-design session.

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