Learning Resources

Collaborating, ‘Speed Dating,’ Celebrating, and More

Augusta University Equipped a Core Team to Engage Stakeholders in Strategic Planning

By: Mickey Williford, MPA and Brittany Cipollone, MBA, MAT

University colleagues share techniques and tools they find effective in their strategic planning process—and in fostering participation and intentional conversations.

From Volume 52 Number 1 | October–December 2023

Institutions Mentioned: Augusta University
Planning Types: Strategic Planning
Tags: Alignment, Building (or Writing) the Plan, Engaging Stakeholders, Environmental Scanning, Institutional Effectiveness, Planning Processes, Project Management, Team Building, Unit Planning

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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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FLIPP: A Tool to Align Campus Stakeholders for Space Planning

By: Lisa Stephens, University at Buffalo School of Engineering and Applied Sciences and Senior Strategist for Academic Innovation for SUNY’s Office of the Provost | Aurora Velasco, Instructional Technology Services at San Diego State University

Join us as we discuss how the FLIPP: FLEXspace Integrated Planning Pathway may help serve your needs with academic facilities planning, while building cooperative trust among campus advisors.

Abstract: Shared governance is a long tradition that well serves the academy, even as opportunity cost casts a long shadow over constrained budgets supporting built infrastructure. Over the past decade, two freely available tools: the Learning Space Rating System (LSRS) and the Flexible Learning Environments eXchange (FLEXspace) have successfully combined into an integrated planning pathway to help align the complexities of faculty, designers and AV/IT professional perspectives when considering facilities investment. This planning pathway was built in collaboration with professionals over time from many campuses, including the University at Buffalo and San Diego State University where portions of the process were integrated into a holistic solution to assist with learning environment ideation and planning.

Join us as we discuss how the FLIPP: FLEXspace Integrated Planning Pathway may help serve your needs with academic facilities planning, while building cooperative trust among campus advisors.

Institutions Mentioned: University at Buffalo, San Diego State University
Planning Types: Campus Planning
Tags: Academic Facility, Engaging Stakeholders, Facilities Design, Facilities Planning, Learning Environments

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Example Plans

Published
November 13, 2023

Example Plan

Private Doctoral/Research University (Maryland, United States)

The research university’s 2023 strategic plan.

Planning Types: Strategic Planning
Tags: Academic Planning, Academic Program Review, Alignment, Community Engagement, Diversity Equity and Inclusion (DEI), Faculty, Goals, Graduate Degree Program, Learning Environments, Strategies and Tactics, Sustainability (Environmental), Town and Gown

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Supporting Neurodiversity in Higher Education

When Every Space Counts

By: Kathleen Kelly, MBA, AIA, LEED A+P

By integrating several unique campus voices, we can realize that unassignable space is highly valuable to the neurodivergent campus occupant.

From Volume 51 Number 4 | July–September 2023

Abstract: While universities have long been bastions of intellectual diversity, they are now embracing a broader understanding of diversity that extends beyond race, gender, and socioeconomic background. Neurodiversity, a concept celebrating the natural variations in human neurological functioning, is gaining prominence as an essential aspect of fostering a truly inclusive educational environment.

Institutions Mentioned: University of Cincinnati-Main Campus, University of Southern Denmark, Syracuse University, University of California-Berkeley, University of Washington-Seattle Campus, University of Toronto-Downtown Toronto (St. George), Rutgers University-New Brunswick
Planning Types: Campus Planning
Tags: Accessibility, Diversity Equity and Inclusion (DEI), Facilities Design, Facilities Planning, Health and Wellness, Informal Learning Environments, Space Assessment

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Blog Post

Published
October 5, 2023

Listen Up Leaders

Two-Way Communication Is Important in Establishing Trust

By: Apryl Motley, CAE, SASM

To gain additional insight into strategies for establishing trust between stakeholders and their leaders, we turned to Sonia Alvarez-Robinson, associate vice president for strategy and organizational effectiveness, Georgia Institute of Technology.

Tags: Change Management, Communication, Engaging Stakeholders, Higher Ed Trends, Human Resources, Leadership, Team Building, Trends External to Higher Ed

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Decarb Buy-in: Creating a Culture of Decarbonization

By: Lilian Asperin, WRNS | Lisa Dulude, University of Washington | Debra Smith, University of California Davis | Lindsey Rowell, California State University

Decarbonization requires thinking big and working together. Universities are uniquely positioned to model innovative planning approaches to decarbonization, revealing what’s possible at different scales, from individuals to broader organizations.

Abstract: Decarbonization sits at the nexus of integrated planning. Gain buy-in by engaging students, faculty, staff, industry partners, and the broader community across all campus facets to create a culture of decarbonization that yields tangible outcomes. Decarbonization requires thinking big and working together. Universities are uniquely positioned to model innovative planning approaches to decarbonization, revealing what’s possible at different scales, from individuals to broader organizations. Attendees will gain tools for implementing decarbonization plans aligned with institutional missions. Develop strategies to build consensus, align on priorities, think big, and create a culture of decarbonization defined by new models of practice.

Planning Types: Campus Planning
Tags: Carbon Neutral, Engaging Stakeholders, Sustainability (Environmental), Zero Net Energy (ZNE)

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Why Do Most Institutional Presidents Look Roughly the Same?

Plan for Racial, Ethnic, and Gender Diversity in a Presidential Search

By: Dana Ainsworth, MA, and Jeffery L. Wilson, PhD

An institution’s governing board should determine how diversity initiatives will be prioritized during the search process.

From Volume 51 Number 4 | July–September 2023

Abstract: The presidential search process is an opportunity for the institution to plan for and vet potential leaders who will play a pivotal role in the success or failure of diversity initiatives. A key question to ask during searches is whether the growing student diversity on campus is present within the presidential search itself. We advocate for institutional governing boards to commit to creating lasting, cultural change and including DEI efforts in the presidential hiring process.

Planning Types: Diversity, Equity, and Inclusion Planning
Tags: Diversity Equity and Inclusion (DEI), Governance, Presidential Leadership, The Presidency

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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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Blog Post

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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Planning Types

Challenges