Learning Resources

Abstract: A critical concern of universities today is ensuring that students remain in their selected major and graduate promptly. In addition, there has been a renewed emphasis on scientific education presented to non-science majors. Through the renovation of the Ritenour Building, Penn State’s Eberly College of Science created an Academic Support Center as a hub of advising and assistance for prospective students, science majors, and science education. The center’s layout provides opportunities to share knowledge of science teaching with advising staff and the online learning department. The design of this space has been crafted to enhance these retention and educational goals.

Abstract: The past two decades have seen great social change and both massive consolidation and expansion of institutions of higher education, clearly presenting circumstances warranting the use of formal approaches to planning. Varying planning theories, past failures and successes, and differing circumstances have generated several partially contrasting planning models to guide organizational change. Therefore, institutions of higher education have a variety of such approaches from which to choose. This article presents a case study illustrating the use of several approaches to planning that is distinctive because it relies heavily upon experience-based planning, examples of which are unfortunately lacking in the literature base.

Abstract: Colleges and universities are increasingly planning interdisciplinary, inter-college STEM facilities and need tools to address the special challenges that arise when dealing with a diverse set of users. This article discusses the importance of articulating a STEM vision as a means to prioritize building program components while maintaining project goals. It describes effective strategies for organizing diverse user groups, anticipating potentially challenging group dynamics, in a programming process that yields consensus about common goals and shared resources. It discusses layout strategies that support the mission of the building and an approach to STEM building governance that is independent of a particular college or department. The University of Mississippi is used as a case study.

Abstract: A year of focused learning on strategic planning at colleges and universities across the nation revealed eight key themes in strategic planning as well as how university leaders are using strategic planning to move their institutions forward and how strategic planning is changing. Strategic plans (1) have shorter time spans, (2) include goals in broad brush strokes, (3) have strong communication plans, (4) present their complex goals in simplified form, (5) use data, (6) distinguish their institutions, (7) are aligned with other plans, and (8) require strong leadership.

Abstract: How can buildings be both flexible and concrete? It’s a contradiction in terms and a huge challenge facing university planners and facility managers as they try to keep up with rapid changes in technology, curriculum, teaching techniques, and student demographics. This article explores some of these trends in education and how construction techniques are evolving to meet the need for reconfigurable spaces.

Abstract: The advantages of thoughtful, well-structured strategic planning and decentralized budgeting are numerous. But they bring different and sometimes conflicting perspectives to high-stakes discussions within the institution. By recognizing and preparing for these tensions, the odds increase that their potential benefits will not be eroded or eclipsed by distractions or destructive forces and they can work in harmony to help an institution accomplish its goals in an increasingly challenging environment. The author considers specific tensions and conflicts and draws on the experience of a flagship public university to suggest ways to manage these tensions and reap the benefits of both approaches.

Abstract: A budget model shapes the way a campus operates in a fundamental way. Redesigning a campus budget model could actually happen relatively quickly from a technical standpoint. However, extensive engagement, collaboration, and conversation are key to a successful implementation. In this article, the authors chart the budget model redesign process at UC Riverside, which followed a uniquely grassroots approach. Changing the budget model at UC Riverside was about changing mind-sets, incentives, and behaviors—not just about the numbers. UC Riverside’s phased approach to its redesign process may be instructive to other higher education institutions considering undertaking such a major change initiative.

Abstract: As colleges and universities plan efforts to improve financial reporting and analysis, which often entail making costly investments in new systems and tools, they should first evaluate whether to redesign the institution’s chart of accounts. The chart of accounts is the DNA of financial reports and is used to track financial activity across the institution. This article proposes a planning, evaluation, and design process for a new chart of accounts and identifies key considerations for leaders undertaking this effort.

Abstract: Public-private partnerships—in which public and private sector entities partner to deliver a service or facility for the use of the general public—are spreading in the United States and elsewhere as cash-strapped public entities seek investment funds from private sources. However, it is important not to let immediate challenges and opportunities cause one to lose sight of long-term obligations. In this article, we underscore the importance of taking the long view and share lessons learned regarding finance, planning, and negotiation at institutions that have employed the P3 process. We also offer additional best practices regarding campus master planning to ensure a successful P3 process while maintaining the long-term integrity of the campus.