Learning Resources

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: As institutions build out their campuses and land becomes limited, they must find creative and economical ways to expand. Johns Hopkins University (JHU) leased a high-rise building in downtown Baltimore as an alternative campus environment to develop its new Carey Business School, a strategic move JHU made to connect to business leaders, faculty, and potential students. The business school has taken on more space as it has grown, which required the school to plan through the lens of short-term and medium-term timeframes in a high-rise environment. This session will delve into the opportunities and challenges involved with locating a professional school in a leased, downtown, high-rise building mixing students with other occupants of the building.

Abstract: Monroe Community College opened its new urban campus in fall 2017 through an initiative that repurposed an industrial complex into a vibrant community college steeped in town/gown relationships that provide mutual benefits. This educational facility reinvigorated a declining neighborhood and served as a catalyst for economic revitalization, urban renewal, and a unique learning community for students. In this session, you will gain insight into the relevant planning and operational steps taken to revitalize an existing facility to support student success.

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.

Abstract: This article presents an approach for the preparation of a feasible master plan for a proposed polytechnic. It identifies and discusses key steps common to all methods used in the preparation of an institutional master plan. The object is to provide pertinent information to guide the preparation of a master plan that ensures a successful implementation and fulfillment of the institution’s objectives. It was concluded that the adoption and implementation of an appropriate master plan for a named polytechnic greatly facilitates the realization of the institution’s vision and mission.

Abstract: The past two decades have seen great social change and both massive consolidation and expansion of institutions of higher education, clearly presenting circumstances warranting the use of formal approaches to planning. Varying planning theories, past failures and successes, and differing circumstances have generated several partially contrasting planning models to guide organizational change. Therefore, institutions of higher education have a variety of such approaches from which to choose. This article presents a case study illustrating the use of several approaches to planning that is distinctive because it relies heavily upon experience-based planning, examples of which are unfortunately lacking in the literature base.

Abstract: As colleges and universities plan efforts to improve financial reporting and analysis, which often entail making costly investments in new systems and tools, they should first evaluate whether to redesign the institution’s chart of accounts. The chart of accounts is the DNA of financial reports and is used to track financial activity across the institution. This article proposes a planning, evaluation, and design process for a new chart of accounts and identifies key considerations for leaders undertaking this effort.