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Published
August 9, 2023

6 Integrated Planning Strategies and Tips We Learned at SCUP 2023

By: SCUP

Every year at SCUP’s annual conference, over 1,000 of higher education’s leaders and innovators gather to share how they are advancing integrated planning at their college or university. Out of the wealth of tools, strategies, and tips shared at SCUP 2023, which took place earlier this month in Cleveland, here are six that stood out.

Institutions Mentioned: University of Colorado Denver, Texas Tech University, Augusta University, Southeast Community College
Planning Types: Strategic Planning, Resource Planning, Institutional Effectiveness Planning
Tags: Alignment, Budget / Finance, Budget Planning, Communication, Data, Decision Making, Engaging Stakeholders, Institutional Effectiveness, Resource Allocation

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Destination 2030

The Need for Transformation Architects

By: Edward Inch, PhD, Minnesota State University – Mankato | Lynn Akey, PhD, Minnesota State University – Mankato | Linda Baer, PhD, Strategic Initiatives and Minnesota State University – Mankato

Institutions Mentioned: Minnesota State University-Mankato
Planning Types: Academic Planning, Strategic Planning, Resource Planning
Tags: Adaptable Plans, Alignment, Assessment / Analytics, Data, Disruptive Change, Enrollment Management, Environmental Scanning, Higher Ed Trends, Organizational Change, Planning Processes, Presidential Leadership, Student Demographics, Student Success

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The Fourth Industrial Revolution

Align Strategic, Physical, and Capital Planning for the Next Generation of Students

By: Jacob Guter, MPA, RA, and Doug Kozma, BSLA, PLA

Michigan Technological University used active stakeholder engagement, frequent reviews, and vigorous discussion to develop its aspirational master plan.

From Volume 51 Number 3 | April–June 2023

Abstract: Profound technological changes are occurring today, and universities need to prepare our students to work and live in this new world. Michigan Technological University (Michigan Tech) is addressing the future of technology in society, academia, and the campus through our Tech Forward Strategic Plan, a bold enrollment and retention initiative, an aggressive capital campaign, and a dynamic hiring initiative. Our aspirational campus master plan, developed in partnership with SmithGroup, an integrated design firm, integrates and supports these initiatives and goals. Active stakeholder engagement, frequent reviews, and vigorous discussion allowed us to craft a campus master plan aligning strategic, physical, and capital planning that supports and drives the university’s 2035 Vision.

Institutions Mentioned: Michigan Technological University
Planning Types: Campus Planning
Tags: Campus Master Planning, Community Engagement, Engaging Stakeholders, Facilities Assessment, Facilities Design, Facilities Planning, Innovation Center, Laboratory Facility, Landscape / Open Space, Placemaking, Public-Private Partnerships (P3), Science / Engineering Facility, Space Assessment, Student Housing

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Transforming Data into Meaningful Information

Put Methodologies in Action with Data-Driven Integrated Planning

By: Douglas Masterson, PhD, Christopher M. Davis, PhD, and Suzanne Carbonaro, MEd

Leaders in two different accreditation regions share best practices and lessons learned from their integrated planning evolution and its impact on operational efficiency and student learning.

From Volume 51 Number 2 | January–March 2023

Abstract: Institutional success depends on long-term sustainability, connecting investments with outcomes, and creating a culture that is data-informed. As the role of institutional effectiveness expands across higher education, designing a comprehensive integrated planning process is critical. Integrated planning requires a unified approach to utilizing academic and administrative data for continuous improvement. However, this can be an overwhelming process for institutions, with many unsure of where to start. Learn from leaders in two different accreditation regions as they share best practices and lessons learned associated with their integrated planning evolution and its impact on operational efficiency and student learning.

Institutions Mentioned: University of Southern Mississippi, University of Maryland-Global Campus
Planning Types: Academic Planning, Institutional Effectiveness Planning, Resource Planning
Tags: Academic Program Review, Alignment, Assessment / Analytics, Budget Planning, Dashboards, Data, Faculty Productivity, Metrics, Planning Processes, Planning Technology, Resource Allocation, Student Learning Outcomes, Student Success, SWOT Analysis

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2022 Campus Facilities Inventory (CFI) Report

The 2022 Campus Facilities Inventory (CFI) report’s valuable facilities benchmarking data will help college and university leaders understand not only what they have now and how it compares, but also how things might change in the future.

Abstract: As leaders of colleges and universities continue to analyze changes today and plan their campuses for the future, the knowledge and insight from the SCUP community is critical. The 2022 Campus Facilities Inventory (CFI) report’s valuable facilities benchmarking data will help college and university leaders understand not only what they have now and how it compares, but also how things might change in the future.

The CFI report consists of two sections that provide a holistic picture of today while enabling institutions to crowdsource a vision for the future: current space use data and recent and planned changes to campus facilities.

Data are reported only in aggregate, protecting the privacy of each institution. Reporting focuses on findings and comparison tables by institution type (e.g., four-year public, four-year private, and two-year public), location (e.g., urban, suburban, rural), and size (i.e., in-person student headcount).

Planning Types: Campus Planning
Tags: Facilities Planning, Original Research, Space Assessment, Space Management

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Planning Diverse, Equitable, and Inclusive Campus Environments

By: Shannon Dowling

Student-centered insights on the design of formal learning environments and informal study and lounge spaces can help campuses increase the sense of belonging and improve learning outcomes for underrepresented students. The author is a SCUP Fellow for the 2020–2021 program. Read her full research project final report which infuses student-centered research into a playbook that can guide universities and design teams through key DEI strategies for planning, designing, and assessing physical campus space.

Institutions Mentioned: Virginia Commonwealth University, Virginia Union University
Planning Types: Campus Planning
Tags: Accessibility, Diversity Equity and Inclusion (DEI), Facilities Design, Facilities Planning, Health and Wellness, Informal Learning Environments, Learning Environments, Original Research, Space Assessment, Student Experience, Underserved Students

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The Planning and Design of Diverse, Equitable and Inclusive Campus Environments

By: Shannon Dowling, MArch, AIA, LEEDAP

This is a SCUP Fellow Research Project Final Report for the 2020–2021 program. Space is not neutral; we perceive physical environments differently based on our backgrounds, experiences, and abilities. This new, research-based playbook can guide universities and design teams through key strategies and possible metrics relative to DEI to use when planning, designing, and assessing physical campus space.

Abstract: Space is not neutral; we perceive physical environments differently based on our backgrounds, experiences, and abilities. Every student brings a unique perspective to campus, and therefore every campus will have individual needs.

This research project collected a body of evidence around student preferences for welcoming and inclusive physical campus environments, sourced from engagements with more than two dozen institutions and more than 200 students. The author used these findings to develop a playbook to guide institutions and design teams through key strategies and possible metrics relative to DEI to use when planning, designing, and assessing physical campus space. The playbook serves as a conversation starter—a way to get planners, designers, and institutional stakeholders to the table and move the needle toward a more supportive physical environment that embodies the strategic values of DEI.

Institutions Mentioned: Virginia Commonwealth University, Virginia Union University, University of Richmond
Planning Types: Campus Planning
Tags: Diversity Equity and Inclusion (DEI), Facilities Planning, Health and Wellness, Informal Learning Environments, Landscape / Open Space, Learning Environments, Original Research, Placemaking, Space Assessment, Student Experience, Student Housing, Underserved Students

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The Future of Planning is . . .

. . . Aligned, Integrated, and Collaborative Institutional Effectiveness

By: Michael Ben-Avie, PhD; Kimberly K. Daugherty, PharmD; Lina Di Genova, PhD; Justin P. Hoshaw, MS; Erin M. Isaacson, MA; Nicholas R. Santilli, PhD; Megan Schramm-Possinger, PhD; and Robert Wilkinson, DEd

IE professionals are both translators and integrators—and universities need these people who know how to interpret the data. Within the context of an IIE office, they assist in developing data-informed strategic plans, financial forecasts, enrollment plans, and other assessments of institutional efficacy.

From Volume 50 Number 3 | April–June 2022

Abstract: The institutions that will thrive in the future will be those that use high-quality, relevant mission-driven data as part of their strategic, integrated planning process. Because of this it is imperative to create integrated institutional effectiveness (IIE) offices that serve as the connective tissue among all units within a college or university. The data and expertise of institutional effectiveness can be leveraged to benefit the institution as a whole. In this article, we discuss the value of creating an IIE office and challenges associated with a centralized infrastructure.

Institutions Mentioned: Quinnipiac University
Planning Types: Institutional Effectiveness Planning, Strategic Planning
Tags: Alignment, Assessment / Analytics, Data, Engaging Stakeholders, Institutional Effectiveness, Institutional Planning, Planning Processes

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Webinar Recordings

Published
December 9, 2021

How Assessment Can Improve Your Campus’s Active Learning Spaces

By: David M. Zaiser, HDR | Shannon Dowling, Ayers Saint Gross | Alice Donlan, University of Maryland | Hilary Gossett, University of Maryland | Jeffrey Ashley, Jefferson (Philadelphia University + Thomas Jefferson University)

Come join us for an engaging and interactive session that will provide you with critical, campus-tested planning tools that you can use in your own classroom assessment to improve your campus learning environment.

Abstract: Higher education planners recognize the crucial role that active learning spaces play in improving student outcomes, but identifying the specific characteristics that make these environments most beneficial for student success is still an evolving process. Representatives from two institutions—one private, the other public—will share their experiences and highlight the planning tools they use to assess active learning spaces aimed at powering student gains. Come join us for an engaging and interactive session that will provide you with critical, campus-tested planning tools that you can use in your own classroom assessment to improve your campus learning environment. This webinar was brought to you by the SCUP Mid-Atlantic region.

Institutions Mentioned: Thomas Jefferson University, University of Maryland-College Park
Planning Types: Campus Planning
Tags: Active Learning Environments, Analyzing Stakeholders, Assessment / Analytics, Facilities Assessment, Facilities Planning, Learning Environments, Space Assessment

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Book Review: Big Data on Campus

Data Analytics and Decision Making in Higher Education

By: Brooke L. Guelker, MA

From Volume 50 Number 1 | October–December 2021

Abstract: Edited by Karen L. Webber and Henry Y. Zheng
Johns Hopkins University Press: Baltimore: 2020
324 pages
ISBN: 978-1-4214-3903-7

Planning Types: Institutional Effectiveness Planning
Tags: Assessment / Analytics, Big Data, Data, Institutional Research, Organizational Culture

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