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Your Higher Education Planning Library

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Example Plans

Published
February 2, 2022

Example Plan

Private Baccalaureate College (Wisconsin, United States)

This short-duration strategic framework describes goals and very specific action steps to guide the institution through the current, globally tumultuous era.

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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
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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Example Plans

Published
March 5, 2021

Strategic Plan

Private Master’s College or University (Alabama, United States)

The university’s strategic plan details five broad goals with supporting strategies and measures for success. Focus centers on student success and leveraging technology for the 21st-century learning experience.

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Conference Recordings

Published
October 20, 2020

2020 North Central Regional Conference | October 2020

Go Nowhere Without a Partner

By: Jamie Greene, Principal, planning NEXT | Robb Coventry, Director, Facilities Planning, Design & Construction, Columbus State Community College

This session will demonstrate how to meet complex needs for economic mobility and the workforce through several diverse partnerships. You’ll learn about various sources you can use to achieve successful project results as well as how you can nurture your campus and community partnerships for the long term.
Abstract: It’s now more important than ever for higher education institutions to leverage resources and demonstrate their relevancy to the students and communities they serve. This requires creativity and grit. This session will demonstrate how to meet complex needs for economic mobility and the workforce through several diverse partnerships involving campus buildings, major public realm investments, and a $300 million public-supported levy. You’ll learn about various sources you can use to achieve successful project results—city capital and operational money, voters, private sector—as well as how you can nurture your campus and community partnerships for the long term.

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Conference Recordings

Published
October 5, 2020

2020 Southern Regional Conference | October 2020

The Spectrum of Space and Capital Planning in Florida and Georgia

By: Paul Leef, SmithGroup | Chris Kinsley, New College of Florida | Daniel Sniff, Lexington Design Group | Jon Hoffman, SmithGroup

The Florida State and Georgia University Systems employ varied approaches to their space standards, planning, and capital programs. We’ll compare these approaches and discuss best practices for determining the effectiveness of space use and the planning process.
Abstract: Space planning and capital programming should reflect an institution’s role and mission. Relating data analysis to institutional priorities is key to effectively communicating institutions’ needs to funding agencies. The Florida State and Georgia University Systems employ varied approaches to their space standards, planning, and capital programs. We’ll compare these approaches and discuss best practices for determining the effectiveness of space use and the planning process. Come learn about accuracy in space planning metrics, how to appropriately apply them in campus-wide planning and building programming, and how to relate needs to your institution’s strategic goals and performance indicators for funding.

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Planning for Higher Education Journal

Published
July 1, 2013

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Employing College and University Credit Ratings as Indicators of Institutional Planning Effectiveness

By: Gabriel Ramon Serna

Credit ratings can be an integral component of the planning process, particularly as an implicit indicator of institutional planning effectiveness.

From Volume 41 Number 4 | July–September 2013

Abstract: College and university credit ratings directly affect institutional budgeting and planning. Hence, they should be of special concern to those charged with institutional planning. This article underscores the critical role that the ratings issued by two major rating agencies play in institutional finances and planning. Because rating agencies take into account a broad range of criteria, credit ratings remain a robust indicator of creditworthiness and can serve as signaling devices regarding institutional market positioning. Therefore, decision makers should be aware of the importance of ratings as they seek to compete for students and resources in the short run and plan for the long term.

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Planning for Higher Education Journal

Published
July 1, 2012

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Experiences and Insights from Use of a Design-Build Process in Founding a New Campus

By: Daniel C. Richardson,Lisa C. Freeman,Valerie K. York,Cynthia Shuman,B. Jan Middendorf

Design-build was the best choice for K-State Olathe because of the flexibility with regard to unknown users and change stakeholder expectations.

From Volume 40 Number 4 | July–September 2012

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Planning for Higher Education Journal

Published
December 1, 2003

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An Assessment of Capital Budgeting Practices for Public Higher Education

By: Derrick Manns

This study finds a need for new capital projects to include continuing, dedicated revenue streams for the project lifetime in order to avoid continuation of the current state of underfunded maintenance, especially in light of growing needs for upgraded research equipment and space.

From Volume 32 Number 2 | December–February 2003

Abstract: The capital renewal and replacement of the nation’s public higher education facilities has been a growing problem for several decades. While the need for new and improved facilities has increased over the years, many campuses simply have too many aging infrastructures that are too costly to replace. This, at a time when we have less than favorable economic conditions, only adds to the situation. As the age, size, and complexity of buildings continue to grow, so too does the amount of maintenance funding required to keep buildings in good working order. The purpose of this study was to assess and compare the 50 states’ efforts of funding public higher education capital needs. This study investigated areas relating to capital needs financing, planning, decision-making processes used in each state, available funding, and future directions in the various states. Of the 50 states, 41 states responded, representing 82 percent of the 50 states.

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Planning for Higher Education Journal

Published
March 1, 2001

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“Roads Scholars”

Faculty’s Role in Student Recruitment

By: Timothy S. Todd,Judy Crofton

In this innovative program, faculty members take an active role.

From Volume 29 Number 3 | Spring 2001

Abstract: Universities, like other organizations, are affected by many interrelated influences and systems. In the early 1980s, because of its below average freshmen-to-sophomore year retention rates for an institution of its type, large developmental enrollment, and poor graduation rates, Louisiana State University and A & M (LSU) did not compare to other major state universities in terms of student success rates. Using a systems theory approach to analyzing the affect of inputs on outputs, this article describes the efforts that were made to transform the quality and completion rates of undergraduate students at LSU by changing the criteria for the admission of new freshmen.

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