Learning Resources

Optimizing for Growth

Long-Term Planning Is Essential During an Institutional Merger, Acquisition, and/or Geographic Expansion

By: Clayton Mitchell, MS, PE, CEM, and Chuck Rudalavage, BArch, AIA, LEED AP

Thomas Jefferson University focused on culture, communications, and collaboration during a transformational period of combining institutions.

From Volume 51 Number 3 | April–June 2023

Abstract: Accurately planning long-term strategy can be a shaky task for quickly-growing organizations, especially those that desire to maintain a strong impression on their stakeholders and surrounding communities. History shows that mergers and acquisitions can negatively impact an organization’s culture, communication initiatives, and internal and external experiences. Thomas Jefferson University, a longstanding private medical research university in Philadelphia, educating scholars since 1824, in recent years merged with Philadelphia University and further expanded its footprint through the aligned Thomas Jefferson University Hospital. The authors of this article describe how to collaboratively optimize growth during a transformational period.

Institutions Mentioned: Thomas Jefferson University
Planning Types: Campus Planning
Tags: Change Management, Engaging Stakeholders, Facilities Design, Facilities Planning, Medical / Allied Health Facility, Organizational Change, Placemaking, Planning Processes, Renovation

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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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Example Plans

Published
May 17, 2023

Strategic Plan

Public Master’s College or University (Colorado, United States)

The institution’s 2020–2030 strategic plan.

Planning Types: Strategic Planning
Resource Types: Strategic Plan
Tags: Budget Planning, Enrollment Management, Goals, Metrics, Strategies and Tactics, System of Colleges or Universities

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Example Plans

Published
May 17, 2023

Bridge Plan

Public Associate’s College (Arizona, United States)

From April 2020, the institution’s president led faculty and staff in a rigorous planning and exploration process to ensure that the college remained accessible and thriving through the pandemic and beyond. This bridge plan document details the action steps resulting from that process.

Planning Types: Continuity Planning
Resource Types: Bridge Plan
Tags: Bridge Planning, Community College, COVID-19, Goals, Hybrid Learning, Leadership Attitude Toward Planning, Online Learning, Operational Planning, Organizational Culture, Response Planning, Scenario Planning, Strategies and Tactics, Student Experience, Teaching and Learning

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Social Mobility and the Graduation Rate Paradox

Can You Advance One and Avoid the Other?

By: Roy Mathew, PhD, Elsa Bonilla-Martin, PhD, Luis A Aguirre, MS, and Naoko Tsuboi, MA

By using a metric-based planning framework, researchers at the University of Texas at El Paso identified areas for institutional intervention to enhance social mobility outcomes.

From Volume 51 Number 1 | October–December 2022

Abstract: Social mobility is an emerging area of focus for higher education institutions. In recent years, we have seen a proliferation of measures related to social mobility produced by publishers, scholars, think tanks, and foundations. However, it is still unclear which social mobility measures to advance, or when to intervene to improve social mobility outcomes. We rely on a century of literature from economics, sociology, and policy analysis to identify an appropriate framework to understand higher education’s contribution to social mobility. Using the metric-based planning framework, we identify areas for institutional intervention to enhance social mobility outcomes.

Institutions Mentioned: The University of Texas at El Paso
Planning Types: Institutional Effectiveness Planning, Strategic Enrollment Management Planning, Diversity, Equity, and Inclusion Planning
Tags: Attracting and Retaining Underrepresented Students, Diversity Equity and Inclusion (DEI), Enrollment Management, Student Demographics, Student Success, Underserved Students

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Smart Building, Smart Campus

By: Angela Foss, Autodesk (previously of Southern New Hampshire University)

This is a SCUP Fellow Research Project Final Report for the 2019–2020 program. This report explores the hypothesis that user-centered design would better address STEM student needs and could increase the likelihood of a broader adoption of remote labs.

Abstract: “Will innovative environments like a smart building expand STEM education and reach more underrepresented groups? If technology can support remote work, then why haven’t the previous proofs of concept become fully adopted?” The author pursued these questions through her SCUP Fellows research, exploring the hypothesis that user-centered design would better address STEM student needs and could increase the likelihood of a broader adoption of remote labs. Although the COVID-19 pandemic required a hard pivot in her research plan, she was able to leverage the world's new focus on remote activities and work with students to design a prototype mobile application for a digital, interactive twin of a STEM building on campus.

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Book Review: Higher Education Systems Redesigned

From Perpetuation to Innovation to Student Success

By: Terry Brown, PhD

From Volume 51 Number 1 | October–December 2022

Abstract: Higher Education Systems Redesigned: From Perpetuation to Innovation to Student Success
Edited by Jonathan S. Gagliardi and Jason E. Lane
SUNY Press: Albany, New York: 2022
ISBN: 9781438487670
252 Pages

Institutions Mentioned: California State University-Chancellors Office, University System of Georgia, Tennessee Board of Regents, The University of Texas System Office, University System of Maryland, Austin Peay State University
Planning Types: Academic Planning
Tags: Assessment / Analytics, Diversity Equity and Inclusion (DEI), Innovation, Student Success, Student Support Services, System of Colleges or Universities, Teaching and Learning

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Use Evidence to Plan Facilities That Drive Student Success

By: Elliot Felix

In this article, the author draws upon research from his book How to Get the Most Out of College to highlight the evidence that campus planners and designers can use to help drive student success.

Abstract: Colleges and universities are in the midst of a transition from an access mindset to a success mindset, and campus facilities can play a role in this shift. Institutions don’t have to guess at how—a large body of research can and should inform how we plan, design, and operate our campuses. In this article, the author draws upon research from his book How to Get the Most Out of College to highlight the evidence that campus planners and designers can use to help drive student success.

Institutions Mentioned: University of Rochester, Arizona State University-Tempe
Planning Types: Campus Planning
Tags: Diversity Equity and Inclusion (DEI), Facilities Design, Facilities Planning, Learning Commons, Learning Environments, Student Experience, Student Housing, Student Retention, Student Support Services

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Campus Historic Preservation and Adaptive Reuse

Leverage These Tools to Achieve Your Planning and Sustainability Goals

By: Meaghan Finney, MS, and Michael Patrick, M.Arch, AIA, NCARB, LEED AP

By integrating historic buildings into your campus planning, their continued reuse can help solve some of the specific challenges facing university planners today.

From Volume 50 Number 4 | July–September 2022

Abstract: Historic campus buildings are often perceived as a burden, but by integrating them into your campus planning, their continued reuse can help solve some of the specific challenges facing university planners today, specifically in the context of sustainability. There are numerous case studies that demonstrate the successful adaptive reuse of varied campus buildings as well as an undeniable body of evidence showing the benefits of such an approach in working toward carbon neutrality. As long-term stewards of their built environments, colleges and universities are uniquely positioned to realize enduring savings from investing in the energy performance of existing buildings.

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The Little Campus That Could

Survey Results Inform Postsecondary Education in an Island Community

By: Valerie A. Barko, PhD

The Institutional Effectiveness Office at Kaua‘i Community College developed and administered community and workforce surveys to better understand current and future educational needs of residents and employers on Kaua‘i.

From Volume 50 Number 4 | July–September 2022

Abstract: In 2018, the Institutional Effectiveness Office at Kaua‘i Community College developed and administered community and workforce surveys to better understand current and future educational needs of residents and employers on Kaua‘i. These single island surveys highlighted the need for a comprehensive neighbor island survey to collectively advocate for additional online post-associate degree programs that best align with and support these geographically isolated communities. This project demonstrates how surveys can be used to inform decisions and integrated planning across multiple scales within a university system, especially in regards to distance education.

Institutions Mentioned: Kauaʻi Community College, University of Hawai‘i System Office
Planning Types: Institutional Effectiveness Planning, Strategic Enrollment Management Planning
Tags: Community College, Community Engagement, Online Learning, System of Colleges or Universities, Workforce Development

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Planning Types

Challenges