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Planning for Higher Education Journal

Published
March 5, 2024

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The Stories in These Walls

Integrated Planning Throughout Capital Projects Can Fuel Donor Engagement and Enhance Stewardship

By: John Roberson, MBA, and Toby Marlatt, BA

Cross-functional teams at the University of Wyoming, University of Nebraska-Lincoln, and University of North Dakota effectively used storytelling techniques to position donors within the narrative of the universities’ missions and strategic plans.

From Volume 52 Number 2 | January–March 2024

Abstract: Engaging donors at the planning stage of a capital project is a critical step in the campaign’s success. This article describes the use of storytelling techniques in donor outreach at three universities. We outline how cross-functional teams, involving campus planners and architects, university development and marketing and communications staff, and consultant firms, collaboratively planned and implemented donor engagement techniques. A story-oriented integrated project team enhanced philanthropy and stewardship by focusing on student and research outcomes, donor anecdotes, and sketches or conceptual renderings while positioning the donors themselves within the narrative of the university’s mission and strategic plan.

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Planning for Higher Education Journal

Published
February 12, 2024

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Institutional Process Mapping

A College Eliminates Service Gaps and Improves Efficiency and Collaboration

By: Steve Erickson, EdD, and G.L. Tucker, BS

Minnesota State Community and Technical College coordinated and integrated processes for student onboarding to support institutional performance.

From Volume 52 Number 2 | January–March 2024

Abstract: Students experience institutional processes differently than employees within an institution. Process mapping and evaluation, or Value Stream Mapping, is a purposeful way to coordinate and integrate processes to support institutional performance through the identification of inefficiencies, increased interdepartmental collaboration, and ultimately the creation of new processes that eliminate service gaps. This article will introduce key elements in process mapping, process evaluation, and the process management lifecycle. Those concepts will be described through one collegiate institution’s practical application of student onboarding evaluations across several departments, including recruiting, admissions, financial aid, and advising.

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Planning for Higher Education Journal

Published
January 9, 2024

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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

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Planning for Higher Education Journal

Published
December 15, 2023

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Survival of the Financially Fittest

Leverage Strategic Decision-Making and Key Financial Metrics to Achieve Financial Stability

By: Aaron Meis, EdD, and Julee Gard, EdD

Leaders must look closely at financial trends that may reveal signs of trouble—in the short or immediate term—and have the courage to act to address them.

From Volume 52 Number 1 | October–December 2023

Abstract: This article explores a methodology for assessing and managing the financial viability of private, tuition-dependent institutions as well as institutional tactics and strategies used to improve their financial strength. The resulting model will help institutions understand the trends and predictive value of key financial metrics directly impacting their liquidity and operations and how senior leadership can drive change. Institutional examples illustrate how to engage senior leadership in strategic decision-making that includes assessment of revenue growth and/or expense management.

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Planning for Higher Education Journal

Published
November 21, 2023

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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.

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Webinar Recordings

Published
November 15, 2023

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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.

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Blog Post

Published
November 10, 2023

Integrated Planning at Nicolet College

Two Attendees Share Their Perspectives on the SCUP North Central 2023 Conference Presentation

By: Mai Sleem, MBA, Qatar University | Janet Lebeda, EdD, Wayne State College

During “Horizons 2025: Integrated Planning at Nicolet College,” presented at SCUP North Central 2023 Regional Conference, presenters Christin Van Kauwenberg, director of business intelligence, and Erika Warning-Meyer, chief of staff, described how the community college implemented integrated planning. Two conference attendees share the insights and ideas that resonated with them.

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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.

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Webinar Recordings

Published
October 4, 2023

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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.

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Planning for Higher Education Journal

Published
August 21, 2023

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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.

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