Learning Resources

‘Agile’ Design for the Future-Ready Campus

Optimize the HyFlex Learning Experience to Enhance Engagement

By: Craig Park, BS Arch

‘Agile’ project management is an iterative methodology emphasizing collaboration, user feedback, and small, rapid initiatives to adapt quickly and efficiently to change.

From Volume 52 Number 3 | April–June 2024

Abstract: The Hybrid-Flexible (HyFlex) classroom allows students to choose between in-person and online participation, leveraging technology and ensuring digital equity. This article underscores the HyFlex model’s role in enhancing educational accessibility, engagement, and resilience; expanding institutional reach; and adapting to demographic shifts and technological advancements. By embracing “Agile” project management principles and a continuous improvement mindset, institutions can create effective, inclusive learning environments that cater to a wide range of student needs, improving learning outcomes and institutional competitiveness in a rapidly evolving educational landscape.

Planning Types: Campus Planning, Information Technology Planning
Tags: Continuous Improvement, Facilities Planning, Hybrid Learning, Learning Environments, Learning Technology, Online Learning, Project Management

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Conference Presentations

Published
March 19, 2024

The Community Vibrancy Playbook: Enriching the Student Experience on Campus

By: Gerald Gongos, Simon Fraser University | Mark McLaughlin, Simon Fraser University-Vancouver

Post-pandemic, Simon Fraser University (SFU) developed the Community Vibrancy Playbook to welcome students, staff, and faculty back to campus.

Abstract: Post-pandemic, Simon Fraser University (SFU) developed the Community Vibrancy Playbook to welcome students, staff, and faculty back to campus. We’ll discuss how the campus community can participate in a wide array of initiatives that lead to collaboration, programs, and projects that transform the campus into a welcoming place that prioritizes wellbeing. Positive student experiences are vital and institutions can benefit from including new activities that enrich student life and participation. Come learn how to employ facilitation and listening as tools in project management and embrace adaptability to change, leading to successful outcomes for campus life and the student experience.

Planning Types: Campus Planning
Tags: Health and Wellness, Project Management, Student Experience

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Collaborating, ‘Speed Dating,’ Celebrating, and More

Augusta University Equipped a Core Team to Engage Stakeholders in Strategic Planning

By: Mickey Williford, MPA and Brittany Cipollone, MBA, MAT

University colleagues share techniques and tools they find effective in their strategic planning process—and in fostering participation and intentional conversations.

From Volume 52 Number 1 | October–December 2023

Institutions Mentioned: Augusta University
Planning Types: Strategic Planning
Tags: Alignment, Building (or Writing) the Plan, Engaging Stakeholders, Environmental Scanning, Institutional Effectiveness, Planning Processes, Project Management, Team Building, Unit Planning

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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.

Institutions Mentioned: Vanderbilt University
Planning Types: Campus Planning
Tags: Academic Facility, Engaging Stakeholders, Facilities Design, Facilities Planning, Implementation, Leadership in Energy and Environmental Design (LEED), Mixed-Use, Modifying the Plan, Project Management, Project Management / Delivery, Student Housing

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What Is Your Crisis ‘What If’?

Create a Sustainable Approach to Emergency Response Planning

By: Jessica A. Luedtke, PhD, and Mary M. Reinke, MBA, MS

The Medical College of Wisconsin planned strategically, engaged executive leadership, and operationalized an Administrative Response Team to navigate critical incidents impacting the university.

From Volume 51 Number 3 | April–June 2023

Institutions Mentioned: Medical College of Wisconsin
Planning Types: Continuity Planning
Tags: Building (or Writing) the Plan, Communication, Crisis and Disaster Management, External Collaboration / Partnerships, Leadership, Medical / Allied Health Education, Modifying the Plan, Recovery Planning, Response Planning, Risk Management, Scenario Planning, Security

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Quickly Building a Bridge

Use an Institutional Effectiveness Planning Model to Drive Strategic Planning

By: Jason Nicholas, MS, Daniel Cullen, PhD, and Ellen Koski, MPH

Executive leadership changes at Northern Michigan University led the interim president, interim provost, and Board of Trustees to call for a bridge plan to clearly articulate strategic work happening throughout campus. This article describes how the university was able to develop an interim strategic plan with broad campus engagement in less than half a year.

From Volume 51 Number 3 | April–June 2023

Institutions Mentioned: Northern Michigan University
Planning Types: Strategic Planning, Institutional Effectiveness Planning
Tags: Alignment, Assessment / Analytics, Bridge Planning, Engaging Stakeholders, Institutional Effectiveness, Institutional Planning, Institutional Research, Metrics, Planning Processes, Presidential Leadership, Response Planning, Selecting Metrics, Student Engagement

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Transforming Data into Meaningful Information

Put Methodologies in Action with Data-Driven Integrated Planning

By: Douglas Masterson, PhD, Christopher M. Davis, PhD, and Suzanne Carbonaro, MEd

Leaders in two different accreditation regions share best practices and lessons learned from their integrated planning evolution and its impact on operational efficiency and student learning.

From Volume 51 Number 2 | January–March 2023

Abstract: Institutional success depends on long-term sustainability, connecting investments with outcomes, and creating a culture that is data-informed. As the role of institutional effectiveness expands across higher education, designing a comprehensive integrated planning process is critical. Integrated planning requires a unified approach to utilizing academic and administrative data for continuous improvement. However, this can be an overwhelming process for institutions, with many unsure of where to start. Learn from leaders in two different accreditation regions as they share best practices and lessons learned associated with their integrated planning evolution and its impact on operational efficiency and student learning.

Institutions Mentioned: University of Southern Mississippi, University of Maryland-Global Campus
Planning Types: Academic Planning, Institutional Effectiveness Planning, Resource Planning
Tags: Academic Program Review, Alignment, Assessment / Analytics, Budget Planning, Dashboards, Data, Faculty Productivity, Metrics, Planning Processes, Planning Technology, Resource Allocation, Student Learning Outcomes, Student Success, SWOT Analysis

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It Takes a (Virtual) Village

Harper College Accomplished Integrated Campus Planning During a Time of Profound Change

By: Avis Proctor, EdD; Maria Coons, EdD; Krisan Osterby, MLA, ITGA; Stephen Siegle, MArch, AIA, LEED AP BD+C

This large community college successfully embraced virtual communication platforms and moved forward with a viable 10-year plan during a global health crisis, economic turbulence, and technological change.

From Volume 51 Number 2 | January–March 2023

Abstract: Integrated planning during profound change requires extra flexibility and attention to user engagement while utilizing new modes of interaction. This article summarizes a successful virtual and comprehensive planning process, including consensus-building, and approval at Harper College. It reviews results and lessons learned by this large community college as it embraced virtual communication platforms and moved forward with a viable 10-year plan during a global health crisis, economic turbulence, and technological change. The authors share the remote process used to set goals, assess resources, define needs, explore options, and guide decision-making with numerous stakeholders.

Institutions Mentioned: Harper College
Planning Types: Campus Planning
Tags: Academic Facility, Alignment, Campus Master Planning, Community College, COVID-19, Engaging Stakeholders, Facilities Assessment, Facilities Planning, Planning Processes, Student Center / Union, SWOT Analysis

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Strategic Planning That’s Truly Strategic

By: Aimee Hosemann, PhD, RHB | Rob Zinkan, EdD, RHB

What do strategic plans do? What does it mean to be “strategic”? These are among the questions addressed in a recent year-long study of 108 active college and university strategic plans. Hear directly from the researchers as they highlight a few important insights they discovered during their analysis, like how to avoid the many pitfalls of strategic planning and ensure a process focused on strategy and outcomes.

Abstract: What do strategic plans do? Who are they for? What does it mean to be “strategic”? These are among the questions addressed in a recent year-long study of 108 active college and university strategic plans (and the basis of the 2021 book What Makes a Strategic Plan Strategic). Hear directly from the researchers as they highlight a few important insights they discovered during their analysis, like how to avoid the many pitfalls of strategic planning and ensure a process focused on strategy and outcomes.

Planning Types: Strategic Planning
Tags: Building (or Writing) the Plan, Decision Making, Determining Priorities, Diversity Equity and Inclusion (DEI), Measuring the Plan, Original Research, Planning Processes

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A Practical Guide to Strategic Planning in Higher Education

Second Edition, with New and Updated Content

By: Karen E. Hinton, PhD

A resource for anyone engaged in college or university strategic planning, and an excellent primer for planning committees. This second edition also contains new strategies for using an institution’s strategic plan during times of institutional upheaval, and additional techniques for jump-starting various parts of the planning process.

Abstract: A Practical Guide to Strategic Planning in Higher Education is a resource for anyone engaged in college or university strategic planning; it is also an excellent primer for planning committees. Using clear definitions, practical tips, and examples drawn from actual situations, this short book acts as a manual for both experienced planners and those who are new to the process. This second edition also contains new strategies for using an institution’s strategic plan during times of institutional upheaval, and additional techniques for jump-starting various parts of the planning process.

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