Learning Resources

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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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.

Institutions Mentioned: University of Wyoming, University of Nebraska-Lincoln, University of North Dakota
Planning Types: Campus Planning
Tags: Academic Facility, Advancement Planning, Business School Facility, Capital Funding, Engaging Stakeholders, Facilities Design, Facilities Funding, Facilities Planning

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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.

Institutions Mentioned: Arizona State University-Downtown Phoenix
Planning Types: Campus Planning
Tags: Academic Facility, Business School Facility, Engaging Stakeholders, Facilities Planning, Hybrid Learning, Learning Environments, Online Learning, Town and Gown

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Fully Engaged

Integrated Planning Was Leveraged to Optimize Community Participation in the University of California, Berkeley’s Campus Master Plan

By: Caitlyn Clauson, MUP, and Marissa Cheng, MArch, AICP

The most effective master plans are those that reflect the myriad voices of the institution. Engagement should be informative, inclusive, meaningful, and fun—and should be the product of an integrated process.

From Volume 50 Number 2 | January–March 2022

Abstract: The most effective master plans are those that reflect the myriad voices of the institution. We’re finding the engagement process is fast becoming as important a product of the plan as the plan itself. Engagement should be informative, inclusive, meaningful, and fun—and should be the product of an integrated process. Leveraging the University of California, Berkeley’s Campus Master Plan as a case study, this article provides a framework for developing custom engagement strategies, and highlights examples, lessons learned, and tips for optimizing meaningful participation.

Institutions Mentioned: University of California-Berkeley
Planning Types: Campus Planning
Tags: Campus Master Planning, Communication, Community Engagement, Engaging Stakeholders, Facilities Planning, Master Plan, Planning Processes, Student Engagement, Town and Gown

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Getting in the eGame

Esports Streaming Gives the University of Kentucky a New Way to Grow Revenue and Recruit Students

By: Michael Stewart, BS, and Heath Price, MS

The University of Kentucky understood the importance of technology in preparing students for the digital world. With public-private partnerships, it sought opportunities to be an industry leader in leveraging that capacity for its students, faculty, staff, and the community.

From Volume 50 Number 2 | January–March 2022

Abstract: The University of Kentucky (UK) and the University of Kentucky Esports Club worked together to establish the University of Kentucky Esports Lounge. Students were surveyed on their gaming needs, and the resulting wish list (i.e., equipment selection, space configuration, furniture, etc.) fed into the decision-making process by all constituents. The project budget was derived by a larger construction project at the University that focused on student recruitment, community, and connection to the non-student demographic. The UK team ultimately planned and launched the custom facility to meet users’ particular needs—while finding a way for the University to produce an additional revenue stream.

Institutions Mentioned: University of Kentucky
Planning Types: Campus Planning
Tags: Facilities Funding, Facilities Planning, Mixed-Use, New Program or Department, Planning Processes, Public-Private Partnerships (P3), Recreational Facility, Shared Facilities, Student Life / Student Affairs, Technology

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Book Review: Entrepreneuring the Future of Higher Education

Radical Transformation in Times of Profound Change

By: Lynn Priddy, PhD

From Volume 49 Number 3 | April–June 2021

Abstract: Entrepreneuring the Future of Higher Education: Radical Transformation in Times of Profound Change
by Mary Landon Darden
Rowman & Littlefield: Lanham, MD: 2021
202 pages
ISBN: 978-1-4758-5494-7

Planning Types: Strategic Planning, Resource Planning
Tags: Entrepreneurship, Funding, Innovation, Organizational Change, Recovery Planning, Resiliency

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Book Review: The New American College Town

Designing Effective Campus and Community Partnerships

By: Daniel J. Harper

From Volume 48 Number 4 | July–Sep 2020

Abstract: by James Martin, James E. Samels & Associates
Johns Hopkins University Press
Baltimore, MD 21218
2019
328 Pages
ISBN 978-1421432786

Planning Types: Campus Planning
Tags: Community Engagement, Town and Gown

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Planning for Higher Education Journal

Published
July 1, 2018

Designing and Building Your Capital Project

Choosing the Method That’s Right for You

By: Robert Mention

The first step in building your capital project is choosing the delivery method that best meets your institution’s needs and the project’s unique goals.

From Volume 46 Number 4 | July–September 2018

Abstract: Capital projects are designed and built in a number of ways. Each has its strengths and weaknesses, and each prescribes different roles for the owner, architect, and builder. The question is, which way or method best fits your institution’s criteria and project? This article presents a brief outline of the most popular methods by which projects are designed and built.

Planning Types: Campus Planning
Tags: Capital Planning, Facilities Funding, Facilities Planning, Project Management / Delivery

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Planning for Higher Education Journal

Published
July 1, 2017

Is a Capital Project on Your Plate?

A Guide to Developing Effective Places for Teaching and Learning

By: Robert Mention

Here are eight steps proven to help planners navigate the complexities and avoid the pitfalls that are too often part of the process when planning and funding capital projects.

From Volume 45 Number 4 | July–September 2017

Abstract: Do you have facility needs, like the need for more/improved space for instruction or infrastructure upgrades? Is it time to address deferred maintenance issues? Do you have reservations about venturing into unfamiliar territory? You’ll have to wrestle with some vexing matters—plan alternatives, big budgets, illusive funding sources, and an uninformed public.
Your concerns are valid. With a rich background as architectural firm principal and later as a community college project manager, the author has been through the drill. This article’s thoughtful advice details a project’s first phases—from initial concepts to developed projects with funding. It will head you toward success by helping to avoid the pitfalls.

Planning Types: Campus Planning
Tags: Capital Planning, Communication, Community Engagement, Facilities Planning, Learning Environments, Town and Gown

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Planning for Higher Education Journal

Published
July 1, 2017

University-Industry Collaborations Are Driving Creation of Next-Generation Learning Space

By: Caitlyn Clauson,Romil Sheth

New spaces, ranging from fabrication and prototyping studios to innovation districts, reflect a growing entrepreneurship and maker culture and give students the tools they need to succeed in a rapidly evolving marketplace.

From Volume 45 Number 4 | July–September 2017

Abstract: Industry and academia are partnering like never before as entrepreneurship and maker culture become more important to our economy and a regular fixture in higher education curricula. With the influx of allied industry partnerships, evolving pedagogies, entrepreneurship programs, and a maker culture comes a pressing need for new spaces, ranging from fabrication and prototyping studios to innovation districts devoted to new kinds of research partnerships. Schools like the University of Washington, Babson College, and Arizona State University are leading the way on new collaborations. In this article, Sasaki planners and urban designers examine how design disruption will guide the development of campuses that enable 21st-century teaching, learning, and research paradigms.

Planning Types: Campus Planning
Tags: External Collaboration / Partnerships, Facilities Design, Flexible Learning Spaces, Innovation Center, Learning Environments, Maker Space, Public-Private Partnerships (P3), Science / Engineering Facility, Town and Gown

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