Learning Resources

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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Book Review: Promoting Equity and Justice Through Pedagogical Partnership

By: Emiola Oyefuga, PhD

From Volume 51 Number 3 | April–June 2023

Abstract: Promoting Equity and Justice Through Pedagogical Partnership
by Alise de Bie, Elizabeth Marquis, Alison Cook-Sather, and Leslie Luqueño
with a foreword by Alexis Giron
Stylus Publishing: Sterling, Virginia: 2021
227 Pages
ISBN 978-1642672084

Planning Types: Academic Planning, Diversity, Equity, and Inclusion Planning
Tags: Diversity Equity and Inclusion (DEI), Student Experience, Teaching and Learning, Underserved Students

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You Belong Here

Plan for and Design Diverse, Equitable, and Inclusive Campus Spaces

By: Shannon Dowling, MArch, AIA, LEEDAP

Many marginalized student populations don’t see themselves as higher education material. Creating places on campus that reaffirm to them that they belong is vital.

From Volume 51 Number 1 | October–December 2022

Abstract: When carefully considered and thoughtfully planned, physical campus space has the power to reinforce an institution’s values around diversity, equity, inclusion, and belonging.

Institutions Mentioned: Virginia Commonwealth University, North Carolina State University at Raleigh, Ryerson University, Chapman University, Bennett College
Planning Types: Campus Planning
Tags: Active Learning Environments, Diversity Equity and Inclusion (DEI), Facilities Design, Facilities Planning, Health and Wellness, Informal Learning Environments, Landscape / Open Space, Learning Environments, Original Research, Placemaking, Student Experience, Underserved Students

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Social Mobility and the Graduation Rate Paradox

Can You Advance One and Avoid the Other?

By: Roy Mathew, PhD, Elsa Bonilla-Martin, PhD, Luis A Aguirre, MS, and Naoko Tsuboi, MA

By using a metric-based planning framework, researchers at the University of Texas at El Paso identified areas for institutional intervention to enhance social mobility outcomes.

From Volume 51 Number 1 | October–December 2022

Abstract: Social mobility is an emerging area of focus for higher education institutions. In recent years, we have seen a proliferation of measures related to social mobility produced by publishers, scholars, think tanks, and foundations. However, it is still unclear which social mobility measures to advance, or when to intervene to improve social mobility outcomes. We rely on a century of literature from economics, sociology, and policy analysis to identify an appropriate framework to understand higher education’s contribution to social mobility. Using the metric-based planning framework, we identify areas for institutional intervention to enhance social mobility outcomes.

Institutions Mentioned: The University of Texas at El Paso
Planning Types: Institutional Effectiveness Planning, Strategic Enrollment Management Planning, Diversity, Equity, and Inclusion Planning
Tags: Attracting and Retaining Underrepresented Students, Diversity Equity and Inclusion (DEI), Enrollment Management, Student Demographics, Student Success, Underserved Students

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Social Equity and the Modern Campus

Framework Plans Level the Playing Field for All Students

By: Brodie Bain, MArch, FAIA, AICP, LEED AP

Campus framework plans for Oregon State University and Bellevue College fully integrate social equity with engagement processes and physical solutions to improve the sense of welcome and inclusion.

From Volume 50 Number 4 | July–September 2022

Abstract: The article explores campus design implications for socially equitable college and university environments. Two institutions that carry the value of social equity as dominant themes in their mission and strategic plans are showcased. Bellevue College’s equity plan acts as the cornerstone for social justice on campus. Oregon State University’s new Strategic Plan 4.0 includes sense of belonging and inclusion as core values. For both, the physical campus framework plans, used to guide campus development and design over time, fully integrate social equity through processes of engagement and physical solutions that improve a sense of welcome and inclusion.

Institutions Mentioned: Oregon State University, Bellevue College
Planning Types: Campus Planning
Tags: Alignment, Diversity Equity and Inclusion (DEI), Facilities Design, Facilities Planning, Landscape / Open Space, Placemaking, Student Experience, Underserved Students

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Seven Lessons in Inclusive Campus Design

Learn How the University of Kentucky Developed Its First DEI Facilities and Spaces Plan

By: Mary Anne Ocampo, MArch, MAUD | Mary S. Vosevich, MBA | Katrice Albert, PhD

Institutions are starting to grapple with histories of developing indigenous lands and the legacy of an able-bodied vernacular within campus design that continues to reinforce in-groups and out-groups.

From Volume 50 Number 3 | April–June 2022

Abstract: A global health crisis intersecting with a racial reckoning has led to a renewed commitment to reflect on complex histories and plan for more inclusive futures on many American campuses. Institutions, which benefitted from traditional hierarchies of power, are starting to grapple with histories of developing indigenous lands and the legacy of a western and able-bodied vernacular within campus design that continues to reinforce in-groups and out-groups. The authors are presently leading first-of-their-kind DEI planning initiatives; in this article they unpack how a public institution is meeting their past head-on to plan better futures.

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Teetering on the Demographic Cliff, Part 3

Different Conditions Require a Different Kind of Planning

By: Bryan C. Harvey, EdD

Higher education has faced major changes for some time—COVID-19 accelerated that volatility—and now we’re anticipating the demographic downslope in student enrollment. How and when should institutions mobilize for the difficult work of planning in the face of wrenching change?

From Volume 50 Number 2 | January–March 2022

Abstract: Part 1 of this series described a major contraction in the pool of college-going 18-year-olds that will reverse decades of growth and stability for higher education. Part 2 explored how we can shape a planning context that supports success in the coming 10 or 20 years. Part 3 suggests how our approach to planning must shift to prepare for abrupt change.

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Book Review: Higher Education Business Models Under Stress

Achieving Graceful Transitions in the Academy

By: Susan C. Allen, MBA

From Volume 50 Number 2 | Jan–Mar 2022

Abstract: Higher Education Business Models Under Stress: Achieving Graceful Transitions in the Academy
by Melody Rose and Larry D. Large
AGP: Washington, DC: 2021
140 Pages
ISBN: 978-1-951635-12-1

Institutions Mentioned: Marylhurst University
Planning Types: Resource Planning
Tags: Assessment / Analytics, Cost of Higher Ed, COVID-19, Disruptive Change, Higher Ed in Society, Higher Ed Trends, Student Demographics

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Book Review: Stories from the Educational Underground

The New Frontier for Learning and Work

By: Jeffery L. Wilson, PhD, Reginald L. Stroble, EdD, and Gerron Scott, M.Ed

From Volume 50 Number 2 | January–March 2022

Abstract: Stories from the Educational Underground: The New Frontier for Learning and Work
by Peter Smith
Kendall Hunt Publishing: Dubuque, Iowa: 2021
148 pages
ISBN 978-1792472930

Planning Types: Academic Planning
Tags: Student Experience, Student Life / Student Affairs, Teaching and Learning, Underserved Students

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Teetering on the Demographic Cliff, Part 2

Turning Away from the Challenge Is the Riskiest Strategy of All

By: Bryan C. Harvey, EdD

Higher education has faced major changes for some time—COVID-19 accelerated that volatility—and now we’re anticipating the demographic downslope in student enrollment. How and when should institutions mobilize for the difficult work of planning in the face of wrenching change?

From Volume 50 Number 1 | October–December 2021

Abstract: Part 1 of this series described a major contraction in the pool of college-going 18-year-olds that will reverse decades of growth and stability for higher education. Drawing on the path-breaking analysis of Carleton College economist Nathan Grawe, it outlined how widespread but variable the change will be, and discussed some of the effects—on enrollment, revenue, facilities, staffing, and more—for which colleges and universities should be preparing. This Part 2 explores these implications: How can we shape a planning context that supports success in the coming 10 or 20 years? What attitudes and skillsets will remain useful, and what may need to change?

Planning Types: Strategic Enrollment Management Planning
Tags: Cost of Higher Ed, COVID-19, Demographics, Enrollment Management, Funding, Resiliency, Shrinking Pool of Potential Students, Student Demographics, Trends External to Higher Ed, US

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