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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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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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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Book Review: Implementing Sustainable Change in Higher Education

Principles and Practices of Collaborative Leadership

By: Marianna Kepka, MS

From Volume 51 Number 2 | January–March 2023

Abstract: Implementing Sustainable Change in Higher Education: Principles and Practices of Collaborative Leadership
by Brent D. Ruben
Stylus Publishing: Sterling, Virginia: 2022
229 pages
ISBN: 978-1642674415

How should higher education leaders take on the challenges of change? In Brent Ruben’s Implementing Sustainable Change in Higher Education: Principles and Practices of Collaborative Leadership, the author says there’s no simple approach. Instead, he encourages leaders to “understand and leverage the dynamics of change; lead collaboratively and meaningfully; engage one’s colleagues; and adopt and pursue a shared vision of organizational purpose and aspirations.”

Planning Types: Strategic Planning
Tags: Change Management, Engaging Stakeholders, Leadership, Organizational Change, Organizational Culture, Theory

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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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Book Review: Shared Leadership in Higher Education

A Framework and Models for Responding to a Changing World

By: Jake Julia, PhD

From Volume 50 Number 4 | July–September 2022

Abstract: Shared Leadership in Higher Education: A Framework and Models for Responding to a Changing World
Edited by Elizabeth M. Holcombe, Adrianna J. Kezar, Susan L. Elrod, and Judith A. Ramaley
Stylus Publishing: Sterling, Virginia: 2021
256 pages
ISBN: 978-1642672251

Tags: Decision Making, Engaging Stakeholders, Governance, Leadership, Professional Development

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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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