Learning Resources

Why Strategic Plans Aren’t Working in Uncertain Times

Because Strategic Planning Should Be a Dynamic, Robust Process

By: Daniel Seymour, PhD

The author’s approach to his research-based Strategic Planning in Uncertain Times Fieldbook began with a sampling review of 50 strategic plans. What emerged was the development of an organizational learning cycle used as a template to assess the effectiveness of strategic plans on more than 250 college and university websites.

From Volume 52 Number 3 | April–June 2024

Abstract: A strategic plan is supposed to “bring the future into the present so that you can do something about it now.” Almost every college or university has such a plan because accreditors and governing boards require one. The question is: Why do so many higher education institutions seem to be unprepared when they take drastic actions (e.g., eliminating programs, cutting faculty and staff members, etc.) in uncertain times? The author studied more than 250 colleges and universities and suggests the answer in this article.

Institutions Mentioned: Methodist University, Fontbonne University, University of North Carolina at Greensboro, West Virginia University
Planning Types: Strategic Planning
Tags: Adaptable Plans, Alignment, Building (or Writing) the Plan, Change Management, Implementation, Institutional Planning, Leadership, Leadership Attitude Toward Planning, Mission / Vision / Identity, Organizational Change, Planning Processes, Preparing to Plan

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Stakeholder Engagement Paves the Journey from Learning to Employment

Future Nurses ‘See’ Their Success in a Revitalized Corporate Building

By: Rob Koran, EMBA, Michael Ufer, MArch, and Lindsey Feola, MArch

Planners for West Coast University connected with stakeholders to solicit input and gain consensus on decisions. The result is a technology-rich building and academic program that helps nursing students achieve their objectives

From Volume 52 Number 3 | April–June 2024

Abstract: Planners for West Coast University connected with stakeholders to solicit input and gain consensus on decisions. The result is a technology-rich building and academic program that helps nursing students achieve their objectives

Institutions Mentioned: West Coast University
Planning Types: Campus Planning
Tags: Active Learning Environments, Adaptive Reuse, Alignment, Engaging Stakeholders, Facilities Design, Facilities Planning, Learning Environments, Learning Technology, Medical / Allied Health Facility, New Campus

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Financial Planning for Central Utility Plant Decarbonization

Divide and Conquer the Lift Across Different Funding Options

By: Andrew Honeyman, BSME, and Paul Graves, BSME

Vital stakeholder feedback and consensus from various university departments reveal the proper approach to building issues. Institutions such as the University of North Dakota used technical planning to produce well-informed financial modeling and right-sized financial plans.

From Volume 52 Number 2 | January–March 2024

Abstract: Implementing central utility plant (CUP) decarbonization projects requires strategic financial planning, collaboration, and consensus-building from the entire university community. This article describes gathering support from facilities management, executive staff, and lawmakers through technical and financial charrettes. Learn how technical planning produces well-informed financial modeling and right-sized financial plans, and how shared planning between design teams and facility planners creates tailored funding options, including IRA incentives, to fund decarbonization.

Institutions Mentioned: University of North Dakota, Kentucky State University
Planning Types: Campus Planning
Tags: Alignment, Carbon Neutral, Energy Infrastructure, Engaging Stakeholders, Facilities Funding, Facilities Planning, Public-Private Partnerships (P3), Sustainability (Environmental)

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Conference Presentations

Published
March 18, 2024

Partnerships Forged in Planning Accelerate the Realization of Campus Vision

By: Mark Cork, Mahlum Architects | Anne Schopf, Mahlum Architects | Amy Van Dyke, University of Washington-Bothell Campus | Meagan Walker, Cascadia Community College

Effective partnering, internally and externally, and addressing enrollment growth, vitality, and safety during the planning process can make all the difference in plan implementation.

Abstract: Effective partnering, internally and externally, and addressing enrollment growth, vitality, and safety during the planning process can make all the difference in plan implementation. The 2017 University of Washington (UW) Bothell and Cascadia College campus master plan demonstrates how clear design principles and a flexible development framework drove rapid progress in realizing a campus vision in under six years. This session will help you identify how strong partnerships forged during a planning process can positively impact capital development, inform innovative capital funding strategies, and rapidly catapult your campus vision into reality.

Planning Types: Campus Planning
Tags: Campus Master Planning, Capital Funding, Capital Planning, External Collaboration / Partnerships

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Conference Presentations

Published
March 5, 2024

Planning and Implementing the Sustainable Campus of the Future

By: Nicole Holmes, Nitsch Engineering | Thomas Nyquist, Princeton University | Daniel O’Shaughnessy, Skidmore, Owings & Merrill LLP | Natalie Shivers, Princeton University

Integrated planning and design that optimizes development capacity and leverages campus growth can help institutions achieve ambitious resilience goals for net-zero energy and resource conservation for a healthier, more sustainable environment. This session will discuss Princeton University’s ongoing efforts to support an ambitious capital plan, address deferred maintenance, advance climate solutions, and maximize use of campus lands. The path to a sustainable campus future will require institutions to go beyond business-as-usual planning to rethink campus infrastructure—particularly energy, stormwater, and landscapes—and activate high-performance sites and buildings.

Abstract: Integrated planning and design that optimizes development capacity and leverages campus growth can help institutions achieve ambitious resilience goals for net-zero energy and resource conservation for a healthier, more sustainable environment. This session will discuss Princeton University’s ongoing efforts to support an ambitious capital plan, address deferred maintenance, advance climate solutions, and maximize use of campus lands. The path to a sustainable campus future will require institutions to go beyond business-as-usual planning to rethink campus infrastructure—particularly energy, stormwater, and landscapes—and activate high-performance sites and buildings.

Planning Types: Campus Planning, Sustainability Planning
Tags: Capital Planning, Deferred Maintenance, Energy Efficiency and Conservation, Energy Infrastructure, Landscape / Open Space, Resiliency, Sustainability (Environmental), Zero Net Energy (ZNE)

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Conference Presentations

Published
March 5, 2024

A New Campus Model for Greater Community Impact and Connection

By: Suzanne Klein, AECOM | Falecia Williams, Prince George’s Community College

Prince George’s Community College (PGCC) has transformed its college model to address crucial issues such as demographic changes, meeting the needs of non-traditional students, and empowering underserved populations.

Abstract: Prince George’s Community College (PGCC) has transformed its college model to address crucial issues such as demographic changes, meeting the needs of non-traditional students, and empowering underserved populations. To support and provide better access to a wider range of constituents, PGCC is reimagining their campus to elevate the community college experience while exploring the creation of two new full-service campuses. Come learn how the new PGCC campus model is meeting short and long-term needs that will serve broader populations, support evolving academic programs and workforce needs, and reduce educational inequities in the college system.

Planning Types: Campus Planning
Tags: Community College, New Campus, Underserved Students, Workforce Development

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Institutional Process Mapping

A College Eliminates Service Gaps and Improves Efficiency and Collaboration

By: Steve Erickson, EdD, and G.L. Tucker, BS

Minnesota State Community and Technical College coordinated and integrated processes for student onboarding to support institutional performance.

From Volume 52 Number 2 | January–March 2024

Abstract: Students experience institutional processes differently than employees within an institution. Process mapping and evaluation, or Value Stream Mapping, is a purposeful way to coordinate and integrate processes to support institutional performance through the identification of inefficiencies, increased interdepartmental collaboration, and ultimately the creation of new processes that eliminate service gaps. This article will introduce key elements in process mapping, process evaluation, and the process management lifecycle. Those concepts will be described through one collegiate institution’s practical application of student onboarding evaluations across several departments, including recruiting, admissions, financial aid, and advising.

Institutions Mentioned: Minnesota State Community and Technical College
Tags: Community College, Continuous Improvement, Operational Planning, Planning Processes, Student Services

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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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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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Example Plans

Published
May 17, 2023

Bridge Plan

Public Associate’s College (Arizona, United States)

From April 2020, the institution’s president led faculty and staff in a rigorous planning and exploration process to ensure that the college remained accessible and thriving through the pandemic and beyond. This bridge plan document details the action steps resulting from that process.

Planning Types: Continuity Planning
Resource Types: Bridge Plan
Tags: Bridge Planning, Community College, COVID-19, Goals, Hybrid Learning, Leadership Attitude Toward Planning, Online Learning, Operational Planning, Organizational Culture, Response Planning, Scenario Planning, Strategies and Tactics, Student Experience, Teaching and Learning

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Planning Types

Challenges