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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What Constitutes Tribal College and University Sustainability?

Research Develops a Framework to Begin the Conversation

By: David Sanders, PhD

Historical successes and challenges join missions, visions, and strategic plans for a glimpse of what TCU institutions are emphasizing, today and in the future.

From Volume 52 Number 2 | January – March 2024

Abstract: This article uses available Tribal College and University (TCU) missions, visions, and strategic plans as well as dissertations focused on TCU research to develop a framework to begin the conversation about what constitutes sustainability for the institutions. The dissertations offer an opportunity to look at historical successes and challenges, while TCU missions, visions, and strategic plans provide a glimpse of what the institutions are emphasizing currently and in the future. Both present elements to consider as part of a larger TCU sustainability framework.

Institutions Mentioned: Institute of American Indian Arts, Diné College, Oglala Lakota College, Sinte Gleska University, Chief Dull Knife College
Planning Types: Strategic Planning
Tags: Alignment, Community College, Community Engagement, Funding, Higher Ed in Society, Mission / Vision / Identity, Original Research, Resiliency, Tribal College or University

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Conference Presentations

Published
March 5, 2024

Planning the AI Pipeline: Attracting Students With Three Future-focused Projects

By: Melissa Burns, Page Southerland Page, Inc. | Alex Iszard, George Mason University | Brian Tucker, Page Southerland Page, Inc. | Liza Wilson Durant, George Mason University

Rapidly changing users and technology paired with long project timelines requires institutions to think ahead and implement innovative strategies for creating new, high-end engineering facilities.

Abstract: Rapidly changing users and technology paired with long project timelines requires institutions to think ahead and implement innovative strategies for creating new, high-end engineering facilities. Campus facilities must be nimble and ready to support multiple types of students. At the forefront of the AI technology revolution, George Mason University is undertaking large construction projects to serve a spectrum of undergraduate, masters, and doctoral students and create ecosystems of academic, industry, government, and community users. We’ll share planning strategies for AI technology learning spaces, practical solutions for designing future-focused facilities, and ways of promoting collaboration and connection across multiple communities.

Planning Types: Campus Planning
Tags: Artifical Intelligence (AI), Collaborative Learning, Learning Environments, Learning Technology, Science / Engineering Facility, Science Technology Engineering and Math (STEM)

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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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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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Example Plans

Published
August 8, 2023

Strategic Plan, Strategic Planning Website

Public Doctoral/Research University (Colorado, United States)

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Regionalism, Ecology, and Field-Based Learning

Partnerships Broaden Study Opportunities

By: Josh Harrold, BArch, BFA, AIA

In the rural and remote heart of the Ozark Mountains, Missouri State University and its Ozarks Education Center leverage the unique characteristics of the region to create a setting that supports hands-on active learning.

From Volume 51 Number 4 | July–September 2023

Abstract: Missouri State University’s Ozarks Education Center, in the heart of the Ozark Mountains, provides a case study for outdoor, field-based, and architectural regionalism education. It offers unparalleled student opportunities for tailored regional learning experiences and research options, while fostering partnerships with external organizations outside of the main campus environment. In this article, we share how being true to the region’s historical architecture and ecology, especially in undervalued and isolated locations, and incorporating site-specific approaches in a remote setting support off-the-grid learning in the post-COVID academic landscape.

Institutions Mentioned: Missouri State University
Planning Types: Campus Planning
Tags: Active Learning Environments, External Collaboration / Partnerships, Facilities Design, Facilities Planning, Landscape / Open Space, Learning Environments, Placemaking, Rural Campus, Science / Engineering Facility

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Example Plans

Published
April 20, 2023

Master Plan

Public Doctoral/Research University (Michigan, United States)

Campus master plan document for a STEM-focused institution, deeply aligned with its strategic plan.

Planning Types: Campus Planning
Resource Types: Master Plan
Tags: Academic Facility, Alignment, Goals, Laboratory Facility, Master Plan, Placemaking, Science / Engineering Facility, Science Technology Engineering and Math (STEM), Strategies and Tactics, Student Housing

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The Fourth Industrial Revolution

Align Strategic, Physical, and Capital Planning for the Next Generation of Students

By: Jacob Guter, MPA, RA, and Doug Kozma, BSLA, PLA

Michigan Technological University used active stakeholder engagement, frequent reviews, and vigorous discussion to develop its aspirational master plan.

From Volume 51 Number 3 | April–June 2023

Abstract: Profound technological changes are occurring today, and universities need to prepare our students to work and live in this new world. Michigan Technological University (Michigan Tech) is addressing the future of technology in society, academia, and the campus through our Tech Forward Strategic Plan, a bold enrollment and retention initiative, an aggressive capital campaign, and a dynamic hiring initiative. Our aspirational campus master plan, developed in partnership with SmithGroup, an integrated design firm, integrates and supports these initiatives and goals. Active stakeholder engagement, frequent reviews, and vigorous discussion allowed us to craft a campus master plan aligning strategic, physical, and capital planning that supports and drives the university’s 2035 Vision.

Institutions Mentioned: Michigan Technological University
Planning Types: Campus Planning
Tags: Campus Master Planning, Community Engagement, Engaging Stakeholders, Facilities Assessment, Facilities Design, Facilities Planning, Innovation Center, Laboratory Facility, Landscape / Open Space, Placemaking, Public-Private Partnerships (P3), Science / Engineering Facility, Space Assessment, Student Housing

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Conference Recordings

Published
November 2, 2022

2022 Mid-Atlantic Regional Symposium | November

Reckoning with Entangled Histories

Higher Education and Slavery

By: Fanchon (Chon) Glover, College of William and Mary | Amber Hall, College of William and Mary | Samuel Hayes, College of William and Mary | Ben Carton, George Mason University | Wendi Manuel Scott, George Mason University | Cathy Pinskey, George Mason University | Dereck J. Rovaris, Sr., St. Mary's College of Maryland | Maurice Schlesinger, St. Mary's College of Maryland | Louis Nelson, University of Virginia | Alice Raucher, University of Virginia | Stephanie Wolfgang, Perkins&Will

In this symposium, four institutions will share their approaches to these complicated questions and how they’re continuing the conversation around the legacy of slavery on their campuses.

Abstract: American higher education institutions have a long, complex history with slavery that shouldn’t be ignored. Reckoning with these historical ties—from slave-owning namesakes to the enslaved laborers who constructed campus buildings—generates difficult questions for colleges and universities:

How do we honor those who were enslaved?
How do we recognize our role in the history of slavery as a means of learning from the past to guide our future?

In this symposium, four institutions will share their approaches to these complicated questions and how they’re continuing the conversation around the legacy of slavery on their campuses.

Institutions Mentioned: College of William and Mary, George Mason University, St. Mary’s College of Maryland, University of Virginia-Main Campus
Planning Types: Campus Planning, Diversity, Equity, and Inclusion Planning
Tags: Diversity Equity and Inclusion (DEI), Facilities Design, Facilities Planning, Historic Preservation, Landscape / Open Space, Placemaking, Racial Equity, SCUP 2022 Mid-Atlantic Symposium | November, Student Engagement

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