Learning Resources

Abstract: Renovating campus buildings that are partially occupied is a frequent challenge. Planning and executing an efficient phased renovation optimizes resource use and minimizes disruption. This presentation will focus on lessons learned in three case studies of phased renovations, comprising mid-20th century science and humanities buildings as well as student housing. You will learn about best practices from projects across multiple building types as well as examine planning methodologies, design processes, and technical challenges for broader applicability.

Abstract: When St. Cloud State University found itself with too much aging infrastructure but not enough right-sized spaces or enough funding or rationale for new facilities, their comprehensive facilities planners took a deep dive into data. They used a highly inclusive process to create a CFP that guided strategic decisions and shifted institutional culture.

Abstract: Innovative leaders must promote and cultivate a data culture that informs decision making across an institution. In this session, we will discuss data strategies for capital and facilities planning that enable real-time mobile access to planning tools, automated project tracking, metrics, and building transparency in order to support the planning and execution process. Come learn about agile development of available open source tools that enable cost-effective data strategies, including automated processes, and the development and implementation of planning and execution tools.

Abstract: In this session we will discuss the green gauges methodology, which was developed to organize complex design information within a simple structure and help institutions invest in design strategies that serve environmental and financial goals. Design and construction teams will use this methodology to communicate strategies with stakeholders early in the process and provide consistent information regarding operational energy and the resulting carbon savings. Come learn how to use the green gauges methodology at your institution and discover the cost per metric ton of avoided carbon over the operation life of a particular strategy.

Abstract: The newly consolidated Augusta University implemented an annual planning and resource alignment process to streamline procedures and integrate strategic efforts across the institution. This process fosters transparency in each unit's accomplishments, challenges, and priorities by holding annual open hearings that culminate with executive-level feedback on units’ annual plans and prioritization for fiduciary support. You will gain ideas for implementing such a process at your institution by exploring timing considerations, content of hearings, planning templates, and follow-up reporting and monitoring.

Abstract: Academic strategic planning can be difficult given the bevy of stakeholders and often multiple sets of accreditation criteria. Recognizing the limits of the traditional SWOT model, our program chose to use the Strategic Planning Engine model. The model itself is quite laborious, and to increase its usability, we simplified the environmental assessments. Our results proved to be useful and relevant, and we developed a series of feasible objectives. In this article, we describe and evaluate our experience. In comparison to SWOT, we found this process to be more objective and replicable, scalable and responsive to multiple criteria, flexible to accommodate changing strategic plans or criteria, and transparent. With that being said, we caution about the level of labor required and organization and communication needed. Finally, we recommend implementing a leadership team, a communication plan, and a plan on how to respond to uncontrollable circumstances and developing a level of comfort with limited resource allocation.

Abstract: In this second of a two-part series, the author details the progression of steps needed to complete a typical capital improvement project. There are a lot of moving parts, and the article carefully explains how each must mesh to achieve a satisfactory conclusion. Educators and administrators alike will benefit from this overview of procedures that many may not be familiar with. With this guidance, even the most complex project can be accomplished effectively and efficiently.