Learning Resources

Abstract: What do strategic plans do? Who are they for? What does it mean to be “strategic”? These are among the questions addressed in a recent year-long study of 108 active college and university strategic plans (and the basis of the 2021 book What Makes a Strategic Plan Strategic). Hear directly from the researchers as they highlight a few important insights they discovered during their analysis, like how to avoid the many pitfalls of strategic planning and ensure a process focused on strategy and outcomes.

Abstract: A Practical Guide to Strategic Planning in Higher Education is a resource for anyone engaged in college or university strategic planning; it is also an excellent primer for planning committees. Using clear definitions, practical tips, and examples drawn from actual situations, this short book acts as a manual for both experienced planners and those who are new to the process. This second edition also contains new strategies for using an institution’s strategic plan during times of institutional upheaval, and additional techniques for jump-starting various parts of the planning process.

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.”

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.

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.

Abstract: “SMART” built environments usually refer to buildings with embedded technologies that allow them to run as efficiently as possible. Yet for research institutions, that definition should be expanded beyond efficiency to include metrics that are used to quantify research productivity and accomplishments. The expected useful life of the building and individual labs, research dollars generated per square foot, intellectual property generated, and successful recruitment and retainment of researchers are but a few bottom line-oriented measures that colleges and universities use. By embracing the business side of higher education, architects can create even smarter built environments.

In this presentation, we discuss how to identify and select appropriate metrics for institutions that are equally focused on education and research. What objective and subjective measures can be considered? Are these metrics applicable in our new (hopefully) post-COVID reality? How are institutions reallocating space in this new reality? How do we redefine the future of “smart” higher education research facilities?

Abstract: Literature points out that big data and analytics (BDA) still fails to positively influence institutional planning—even though it's promoted as a novel approach to improving efficiency and effectiveness. What limits the usefulness of BDA? Researchers point to a lack of conceptual models that translate information into meaningful signals. Nonsense! We're using a metrics-based planning framework that's producing remarkable outcomes. We'll share our framework and how you can apply this concept at your institution.

Abstract: There is increased demand to provide facilities that encourage student success. But how do you know if a space "works"? We will focus on how you can link your facilities planning to measurable student success. After reviewing broader national trends, we'll discuss metrics for student success and how space contributes to student success. Finally, we'll focus on tools and solutions that your institution can incorporate into its facilities planning process to ensure your learning spaces contribute to student success.

Abstract: This article describes execution of the balanced scorecard (BSC) strategic framework in a School of Nursing (SoN). The SoN strategy map was the outcome of the development phase. The two-year implementation phase incorporated balanced scorecards that linked outcome measures to the priority strategies. Thirty-two percent of the defined outcome measures were met. Factors in adopting the BSC framework included development of a strategic plan that supports the college mission and vision, improved communication within the SoN, a united effort to institute strategies to sustain the SoN’s future, and establishment of performance indicators to measure success in achieving those strategies.