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Conference Presentations

Published
April 3, 2025

Piloting Health and Wellbeing Metrics in University Capital Projects

Abstract: The University of California system recently incorporated wellbeing and diversity goals in its sustainability practices policy. Campuses must start planning how they will proactively move these goals forward. This session will provide a successful example of piloting new metrics?Äîbased upon the WELL Building Standard?Äîin university capital projects to ensure and maintain occupants' good health and wellbeing through cross-campus integration. Join us to explore opportunities for applying the WELL rating system's ten concepts that elevate wellbeing and physical environment health impacts on your campus.

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Conference Presentations

Published
July 22, 2024

Research Space Utilization Metrics: Putting Them to Work for You

By: Greg Aldridge, Sr. Lab Planner | Erik Halle, Senior Director, Knowledge Enterprise Operations | Stan Klonowski, Associate Director

The cost of building and operating research space continues to increase alongside the profile of these spaces on campus.
Abstract: The cost of building and operating research space continues to increase alongside the profile of these spaces on campus. Space management practices can help to enhance institutional reputation by growing research on a more affordable and sustainable basis. This session will examine Arizona State University's (ASU) process of managing research space in new and existing buildings, the research funding and facilities ecosystem, common metrics for productivity, and justifications for space management. We'll provide data-driven insight into ASU's implementation, ideas for translating the process to your institution, and justification for implementing our research space management and optimization practices.

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Conference Presentations

Published
March 19, 2024

An Intersectional Approach to Campus Planning at Cal Poly Humboldt

By: Kassidy Banducci, Cal Poly Humboldt | Michael Fisher, Cal Poly Humboldt | Georgia Sarkin, SmithGroup | Rosa Sheng, SmithGroup

In 2020, California State Polytechnic University (Cal Poly), Humboldt’s transformation to the system’s third polytechnic required a new intersectional approach to campus physical planning that addresses a spectrum of needs for ambitious growth, future ready resilience, and student persistence. Rapid disruptions affected academic access, achievement, and workforce readiness of Generation Z. The polytechnic implementation inspired a planning process that prioritizes people first to address social, environmental, health, and economic challenges. This session will share lessons learned from the Cal Poly Humboldt physical planning process and provide tactical tools for effective stakeholder engagement, data collection, and establishing metrics of gauging success.
Abstract: In 2020, California State Polytechnic University (Cal Poly), Humboldt’s transformation to the system’s third polytechnic required a new intersectional approach to campus physical planning that addresses a spectrum of needs for ambitious growth, future ready resilience, and student persistence. Rapid disruptions affected academic access, achievement, and workforce readiness of Generation Z. The polytechnic implementation inspired a planning process that prioritizes people first to address social, environmental, health, and economic challenges. This session will share lessons learned from the Cal Poly Humboldt physical planning process and provide tactical tools for effective stakeholder engagement, data collection, and establishing metrics of gauging success.

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Planning for Higher Education Journal

Published
March 5, 2024

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The Stories in These Walls

Integrated Planning Throughout Capital Projects Can Fuel Donor Engagement and Enhance Stewardship

By: John Roberson, MBA, and Toby Marlatt, BA

Cross-functional teams at the University of Wyoming, University of Nebraska-Lincoln, and University of North Dakota effectively used storytelling techniques to position donors within the narrative of the universities’ missions and strategic plans.

From Volume 52 Number 2 | January–March 2024

Abstract: Engaging donors at the planning stage of a capital project is a critical step in the campaign’s success. This article describes the use of storytelling techniques in donor outreach at three universities. We outline how cross-functional teams, involving campus planners and architects, university development and marketing and communications staff, and consultant firms, collaboratively planned and implemented donor engagement techniques. A story-oriented integrated project team enhanced philanthropy and stewardship by focusing on student and research outcomes, donor anecdotes, and sketches or conceptual renderings while positioning the donors themselves within the narrative of the university’s mission and strategic plan.

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Conference Presentations

Published
March 5, 2024

Finding Your Swan: Reimagining Unloved Buildings at JMU

By: Jeffrey Hyder, Moseley Architects | Kelly Miller Martin, James Madison University | Kirk Morris, James Madison University | Kevin Smith, Robert A.M. Stern Architects

There are distinct advantages to both renovation and new construction; an optimal blend of these approaches can enable opportunities for physical growth, evolving programs, and a minimally disruptive reimagining of campus buildings.
Abstract: There are distinct advantages to both renovation and new construction; an optimal blend of these approaches can enable opportunities for physical growth, evolving programs, and a minimally disruptive reimagining of campus buildings. We’ll explore two case studies from James Madison University (JMU) ?the College of Business and the Carrier Library?that illustrate how to affordably transform outdated and stylistically unloved buildings into vibrant academic and student life hubs. Join us to gain a greater understanding of the hidden value of aging buildings, considering aspects such as functionality, cost, operations, sustainability, and stylistic potential.

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Planning for Higher Education Journal

Published
August 21, 2023

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Engaging Stakeholders Locally and Globally

A Multinational Business School Collaborates Across Disciplines, Time Zones, and Cultural Backgrounds

By: Sanjeev Khagram, PhD, and Buzz Yudell, MArch, FAIA

The Thunderbird School of Global Management at Arizona State University treated its stakeholders and partners as critical sources of information and inspiration in planning for a dynamic and flexible new world headquarters.

From Volume 51 Number 4 | July–September 2023

Abstract: An inclusive approach to planning and design for the new headquarters for Thunderbird School of Global Management offers important lessons about the value of investing in stakeholder engagement. The Thunderbird leadership team worked with their architects and planners to connect with Arizona State University stakeholders, the City of Phoenix, regional constituents, and alumni in the area and around the globe. This article includes real-world insights into how global entrepreneurs and business leaders collaborated and innovated to create a business-and-industry-savvy academic environment. The integrated process shows how teamwork and the understandings it yields set the stage for the institution to be a good citizen in the community and the world.

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Example Plans

Published
June 30, 2023

Strategic Plan, Strategic Planning Website

Multiple Locations

Strategic plan for the university system developed by the state’s board of higher education.

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Planning for Higher Education Journal

Published
May 23, 2023

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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

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Planning for Higher Education Journal

Published
March 24, 2023

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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.

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