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Learning Resources

Your Higher Education Planning Library

Combine search terms, filters, institution names, and tags to find the vital resources to help you and your team tackle today’s challenges and plan for the future. Get started below, or learn how the library works.

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Example Plans

Published
May 31, 2022

Sustainability Plan

Public (British Columbia, Canada)

Abstract: “In 2013 TRU established ‘increasing sustainability’ as one of its five strategic priorities for 2014-2019. This Strategic Sustainability Plan (SSP) is aligned with the university’s strategic plan, and provides a focus for TRU’s efforts toward sustainability over the same period. The SSP is comprehensive in nature, and includes more than 130 recommended strategies across four key focus areas: Operations & Planning, Advocacy & Engagement, Learning, and Administration. The SSP is intended to provide a framework for each TRU department and operational unit to incorporate sustainability initiatives into their own planning processes (the structure of the plan is illustrated on the opposing page). . . . Unlike some strategic documents, the plan takes a comprehensive approach of documenting strategies over the next 5 years. These strategies are not all the responsibility of one department or office, but rather are shared among many. This comprehensive approach will allow each office or department to see where and how it can play a role in TRU’s sustainability journey.”

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Planning for Higher Education Journal

Published
April 26, 2022

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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.

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Planning for Higher Education Journal

Published
February 22, 2022

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Getting in the eGame

Esports Streaming Gives the University of Kentucky a New Way to Grow Revenue and Recruit Students

By: Michael Stewart, BS, and Heath Price, MS

The University of Kentucky understood the importance of technology in preparing students for the digital world. With public-private partnerships, it sought opportunities to be an industry leader in leveraging that capacity for its students, faculty, staff, and the community.

From Volume 50 Number 2 | January–March 2022

Abstract: The University of Kentucky (UK) and the University of Kentucky Esports Club worked together to establish the University of Kentucky Esports Lounge. Students were surveyed on their gaming needs, and the resulting wish list (i.e., equipment selection, space configuration, furniture, etc.) fed into the decision-making process by all constituents. The project budget was derived by a larger construction project at the University that focused on student recruitment, community, and connection to the non-student demographic. The UK team ultimately planned and launched the custom facility to meet users’ particular needs—while finding a way for the University to produce an additional revenue stream.

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Conference Presentations

Published
October 27, 2021

2021 North Central Regional Conference | October 2021

Emerging Vocational Classrooms

By: Charlene Johnsos, Kluber Architects + Engineers | Mike Kluber, Kluber Architects + Engineers | Jeremy Unruh | Ruth Williams, Oakton Community College

Come learn how you can modify your educational facilities in response to emerging vocations and work with local laws, grants, and industry partners to build for changing curricula.
Abstract: The jobs that power our economy are evolving daily and educational facilities must keep ahead of workforce demands in order to stay relevant to the students they serve. This is especially true for community colleges with vocational curricula, which have historically helped to lead communities out of recessions. Come learn how you can modify your educational facilities in response to emerging vocations and work with local laws, grants, and industry partners to build for changing curricula.

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Conference Recordings

Published
October 5, 2021

2021 Southern Regional Conference | October 2021

Can a Campus Plan Drive Equity?

Wake Tech Says Yes!

By: Jennifer Amster, EYP | Jeff Carter, Wake Technical Community College | Dan Fields, EYP | Gayle Greene, Wake Technical Community College

Come find out how you can apply lessons learned and strategies from Wake Tech's inclusive master planning process to successfully respond to opportunities and challenges of diverse enrollment on your campus.
Abstract: This session will showcase best practices for successfully planning and funding higher education facilities to train future workforces, serve the community, leverage curriculum flexibility, and ensure student success, accessibility, and equity. Wake Technical Community College made a bold decision to reorganize its capital improvement plan to address inequality in an underserved population by creating a new future-forward campus. Come find out how you can apply lessons learned and strategies from Wake Tech's inclusive master planning process to successfully respond to opportunities and challenges of diverse enrollment on your campus.

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Conference Recordings

Published
October 5, 2021

2021 Southern Regional Conference | October 2021

Rethinking Research and Real Estate at UT Austin

By: Ryan Losch, Page Southerland Page, Inc. | Lawrence Speck, Page and The University of Texas at Austin | Yancey Young, The University of Texas at Austin

The J.J. Pickle Research Campus Plan marks an operational shift for the University of Texas (UT) at Austin, exploring mixed-use development and an integrated research environment to leverage a real estate asset and advance the university's mission.
Abstract: Research campuses are an increasingly important and integral part of innovative research development in higher education. By generating the right type of campus environment, institutions can foster successful partnerships with private entities. The J.J. Pickle Research Campus Plan marks an operational shift for the University of Texas (UT) at Austin, exploring mixed-use development and an integrated research environment to leverage a real estate asset and advance the university's mission. Come learn from multiple case studies, including UT Austin, and discuss the impact of environment, research focus, and governance structure on both the academic and financial success of a research campus.

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Conference Recordings

Published
July 16, 2021

2021 Annual Conference | July 2021

Developing Shared Metrics to Guide Multi-level Institutional Planning

By: Megan Blackwelder, Northwestern University | Shoshannah Cohen, Northwestern University | Amit Prachand, Northwestern University

This session will focus on the development and use of consistent metrics through the program review process and other key university processes to support integrated planning at the department, school, and university levels.
Abstract: This session will focus on the development and use of consistent metrics through the program review process and other key university processes to support integrated planning at the department, school, and university levels. Using coordinated data at multiple levels of an institution can better inform both strategic planning and budget decisions. We'll share successful examples from Northwestern University that you can apply at your institution, including school-level dashboards that inform the annual strategic planning process as well as department-level planning.

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Conference Recordings

Published
July 16, 2021

2021 Annual Conference | July 2021

Achieving a Sustainable Campus Master Plan through Integrative Design

By: Daniel O'Shaughnessy, Skidmore, Owings & Merrill LLP | Natalie Shivers, Princeton University | Shana Weber, Princeton University | Sheena Zhang, Atelier Ten

This session will explore Princeton University’s campus master plan, which engages an ethos of sustainability through the lens of carbon emissions, landscape design, energy, and water efficiency, from design through construction.
Abstract: The building sector contributes forty percent of carbon emissions globally. Given the climate crisis, it is imperative that campus facilities and planning departments address sustainability in a rigorous and fiscally responsible way. This session will explore Princeton University’s campus master plan, which engages an ethos of sustainability through the lens of carbon emissions, landscape design, energy, and water efficiency, from design through construction. Find out how you can apply Princeton's ambitious sustainability goals and lessons learned to your master plan and sustainably develop your projects for the benefit of your campus environment and community.

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Conference Recordings

Published
July 13, 2021

2021 Annual Conference | July 2021

Higher Education’s Financial Trajectory

Are We at an Inflection Point?

By: Susan Fitzgerald, Moody’s Investors Service, Global Higher Education and Nonprofit Ratings | Michael Osborn, Moody’s Investors Service, Global Higher Education and Nonprofit Ratings | Debra Roane, Moody’s Investors Service, Global Higher Education and Nonprofit Ratings

Moody's will discuss the financial outlook for the higher education sector over the next two years and beyond.
Abstract: The external environment confronting colleges and universities continues to rapidly evolve, driven by lingering effects of the pandemic, changing demographics and student preferences, a complex governmental funding environment, and exposure to a broad array of macroeconomic conditions. Moody's will discuss the financial outlook for the higher education sector over the next two years and beyond. Within that context, they will review how they assess the financial health of individual institutions, which are better situated to thrive and which may struggle, and trends in capital funding strategies.

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Conference Recordings

Published
July 13, 2021

2021 Annual Conference | July 2021

A New Plan for Building Green

By: Casey Collins, Duke University | Leanora Paniccia, Atelier Ten

This session will focus on the next step in the evolution of green building and provide a comprehensive sustainability framework for responsible development with a holistic view of the campus and community wellbeing.
Abstract: LEED is not always suited to campus-wide, long-term perspectives on building development and carbon emissions reductions. It can often result in a more expensive process that misses the mark on achieving realized savings, leading universities to shift away from LEED. This session will focus on the next step in the evolution of green building and provide a comprehensive sustainability framework for responsible development with a holistic view of the campus and community wellbeing. Come learn how you can use this improved planning process for green building by outlining rigorous sustainable design standards and integrating operational tracking to examine facility performance.

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