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Your Higher Education Planning Library

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Webinar Recordings

Published
October 20, 2020

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Managing Your Historic Campus Facilities in Today’s Resource-Constrained Environment

How are you addressing your campus’ historic facilities with so many competing needs for limited resources? This webinar will outline strategies for the management of historic properties on college and university campuses, with guidelines, standards, and best practices to address a wide range of concerns dealing with historic facilities.
Abstract: How are you addressing your campus’ historic facilities with so many competing needs for limited resources? This webinar will outline strategies for the management of historic properties on college and university campuses, with guidelines, standards, and best practices to address a wide range of concerns dealing with historic facilities.

Preservation of your historic facilities can also be an important part of your long-term plan for a sustainable future for your campus and the planet. Upkeep, renovation, and repurposing of existing structures are seen by many as an essential part of flattening the carbon curve. We will consider examples of successful efforts to integrate sustainability, preservation, and practical re-use of older facilities.

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Free

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Conference Recordings

Published
October 5, 2020

2020 Southern Regional Conference | October 2020

Zero-energy Buildings on a Shoe-string Budget

Come learn how you can reduce operating costs and bring a zero-energy building to your campus, resulting in a lower carbon footprint and greater health and wellbeing for students.
Abstract: Deans, professors, and students all seek high-performance, zero-energy buildings because of their value in elevating recruitment, learning, and living outcomes on campus. Zero-energy buildings are now a reality on today’s shoe-string budgets. To become an advocate for high-performance, zero-energy design and construction, it’s important to understand the initial steps in implementing these projects. Come learn how you can reduce operating costs and bring a zero-energy building to your campus, resulting in a lower carbon footprint and greater health and wellbeing for students.

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$50

Conference Recordings

Published
October 5, 2020

2020 Southern Regional Conference | October 2020

The Spectrum of Space and Capital Planning in Florida and Georgia

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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$50

Conference Presentations

Published
October 6, 2019

2019 Southern Regional Conference | October 2019

Building a Culture of High Performance, Accountability, and Continuous Improvement from a University System and Institutional Perspective

The President of two University System of Georgia (USG) universities during the process and initial implementation of Comprehensive Administrative Review (CAR) will provide an institutional perspective and insight into building a culture of high performance with a focus on evidence-based leadership, accountability, and continuous improvement.
Abstract: In April of 2017 the University System of Georgia (USG) launched a system wide initiative, known as the Comprehensive Administrative Review (CAR). The charge was to identify and implement administrative service improvement, efficiencies, and administrative cost savings that can be redirected to student success efforts and core academic programs. As Chair of the CAR Steering Committee, Dr. Marrero will outline the objectives of the CAR, the process, implementation and reporting structures, and the results to date. Furthermore, as a President of two USG comprehensive universities during the process of and initial implementation of CAR (University of West Georgia and Georgia Southern University), Dr. Marrero will provide an institutional perspective and insight into building a culture of high performance with a focus on evidence-based leadership, accountability, and continuous improvement. The session will highlight why investing in and engaging your people is critical in building a culture of continuous improvement.

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Free

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Conference Presentations

Published
July 14, 2019

2019 Annual Conference | July 2019

Understand the Other Side

Capital Project Insights From Trustees and Administrators

Abstract: “You don’t know what you don’t know.” Everyone wants to do a good job on a facilities project, but it can be hard when you don't understand the other side’s unique perspectives, needs, goals, and competing demands. This session features insights from people who have been on both sides of a project—as architects, engineer, and sustainability professionals who also serve as college trustees and administrators. We'll share how to nurture empathy, prevent misunderstanding, and make your next facilities project run more smoothly.

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Free

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Free

Planning for Higher Education Journal

Published
April 1, 2019

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How Alamo Colleges Expanded its Facilities Maintenance Budget

A Data-Driven Approach to Asset Management Provided the Strategy

Reporting metrics did not become a substitute for stakeholder-based decisions. The state of facilities was consistently communicated to building superintendents, the board of trustees, students, faculty, staff, and college presidents.

From Volume 47 Number 3 | April–June 2019

Abstract: Managing a facility inventory can be frustrating, particularly when it seems like money to properly maintain your buildings is scarce. Tracking and communicating facilities data to stakeholders can make all the difference for both annual maintenance and capital expenditures. For Alamo Colleges, it resulted in $17 million more for maintenance funding over 10 years, and the passing of a $450 million-bond program. This article explains how to conduct a comprehensive facility condition assessment, use the data from that assessment to identify needs, and then communicate those needs to stakeholders in a convincing way.

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Conference Presentations

Published
March 20, 2019

2019 Mid-Atlantic Regional Conference | March 2019

Innovative Data Tools That Support Capital and Facilities Planning

In this session, we will discuss data strategies for capital and facilities planning that enable real-time mobile access to planning tools, automated project tracking, metrics, and building transparency in order to support the planning and execution process.
Abstract: Innovative leaders must promote and cultivate a data culture that informs decision making across an institution. In this session, we will discuss data strategies for capital and facilities planning that enable real-time mobile access to planning tools, automated project tracking, metrics, and building transparency in order to support the planning and execution process. Come learn about agile development of available open source tools that enable cost-effective data strategies, including automated processes, and the development and implementation of planning and execution tools.

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Free

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Free

Planning for Higher Education Journal

Published
January 1, 2019

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Physical and Financial Planning for the Whole Campus

Chapter Seven of Eight Schools: Campus and Culture

In earlier years, preceding the advent of strategic planning, campus development was limited by available funds, and most buildings were located to meet short-term need.

From Volume 47 Number 2 | January–March 2019

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Planning for Higher Education Journal

Published
July 1, 2018

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Designing and Building Your Capital Project

Choosing the Method That’s Right for You

The first step in building your capital project is choosing the delivery method that best meets your institution’s needs and the project’s unique goals.

From Volume 46 Number 4 | July–September 2018

Abstract: Capital projects are designed and built in a number of ways. Each has its strengths and weaknesses, and each prescribes different roles for the owner, architect, and builder. The question is, which way or method best fits your institution’s criteria and project? This article presents a brief outline of the most popular methods by which projects are designed and built.

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Planning for Higher Education Journal

Published
April 1, 2017

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Integrating Board, System, and University Planning and Performance During a Period of Rapidly Declining State Funding Commitment

Even in the most difficult financial times, integrating planning and budgeting throughout the organization creates opportunities for success.

From Volume 45 Number 3 | April–June 2017

Abstract: In 2009 the Arizona University System (supporting over 130,000 enrollments) through its Board of Regents directed its board president and the presidents of Arizona State University, University of Arizona, and Northern Arizona University to create an operational plan that reflected the board’s vision, goals, and strategic directions. A primary objective was to transform the system (or enterprise) vision into concrete goals and outcomes that would directly connect to financial decision making at the system and university level. The backdrop for higher education planning and budgeting expectations included the continuation of severe reductions in state funding, rapidly increasing student tuition and fees, and a call for greater accountability. The planning processes were characterized by the integration of board and presidential discussions, inclusion of constituent debate, identification of strategic choices, and approval of outcomes focused on measuring performance. The integration ran across and within three organizations or levels that included the Arizona Board of Regents, its system administration, and the three universities.

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