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Learning Resources

Your Higher Education Planning Library

Combine search terms, filters, institution names, and tags to find the vital resources to help you and your team tackle today’s challenges and plan for the future. Get started below, or learn how the library works.

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Conference Recordings

Published
October 5, 2021

2021 Southern Regional Conference | October 2021

Rethinking Research and Real Estate at UT Austin

By: Ryan Losch, Page Southerland Page, Inc. | Lawrence Speck, Page and The University of Texas at Austin | Yancey Young, The University of Texas at Austin

The J.J. Pickle Research Campus Plan marks an operational shift for the University of Texas (UT) at Austin, exploring mixed-use development and an integrated research environment to leverage a real estate asset and advance the university's mission.
Abstract: Research campuses are an increasingly important and integral part of innovative research development in higher education. By generating the right type of campus environment, institutions can foster successful partnerships with private entities. The J.J. Pickle Research Campus Plan marks an operational shift for the University of Texas (UT) at Austin, exploring mixed-use development and an integrated research environment to leverage a real estate asset and advance the university's mission. Come learn from multiple case studies, including UT Austin, and discuss the impact of environment, research focus, and governance structure on both the academic and financial success of a research 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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Conference Recordings

Published
July 13, 2021

2021 Annual Conference | July 2021

Strategic Plan Implementation in a VUCA Environment

By: Heather Murchison, Lakehead University

In this session, we'll share how Lakehead University developed a phased strategic approach to guide implementation of its strategic plan.
Abstract: Institutions are currently operating in a VUCA environment, requiring them to manage immediate pressures while still advancing long-term goals. In this session, we'll share how Lakehead University developed a phased strategic approach to guide implementation of its strategic plan. Come learn how a revised approach can serve as a foundation to support a community-informed strategic plan implementation in a VUCA world.

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Conference Recordings

Published
July 12, 2021

2021 Annual Conference | July 2021

Building a Path Forward

Overcoming Pandemic Impacts on HBCUs

By: Anthony Brown, United Negro College Fund Inc | Troy Glover, DLR Group | Logan Hampton, Lane College | Yogesh Saoji, DLR Group | Leroy Staggers, Morris College

United Negro College Fund and HBCU college leaders will examine enrollment, instruction, student success, historic preservation, and fundraising in a post-pandemic world and explore how we can transform these challenges into successes.
Abstract: HBCUs have a tradition of providing affordable, culturally accessible higher education to minority and first-generation students as they support disadvantaged communities. The evolution of planning, partnerships, and pedagogy at HBCUs provides lessons for any stressed institution. United Negro College Fund and HBCU college leaders will examine enrollment, instruction, student success, historic preservation, and fundraising in a post-pandemic world and explore how we can transform these challenges into successes. Join the panel for an engaging discussion about physical, academic, financial, and operational strategies for reshaping and strengthening HBCUs and apply lessons learned to address diversity, equity, and inclusion at your institution.

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Planning for Higher Education Journal

Published
June 25, 2021

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Flexing Beyond the Pandemic

IT as a Change Leader: Driving Institutional Goals Around Retention and Enrollment

By: Amy Linde, MBA, Matthew Clay, BS, and Mark Johnson, BS

The IT division at Minnesota State University, Mankato— working as part of a campus-wide collaborative effort—quickly and successfully installed new tech in more than 100 classrooms within months of COVID-19 first appearing. Outcomes of the large-scale project are seen as a key attractor for incoming students, regardless of where they are learning.

From Volume 49 Number 3 | April–June 2021

Abstract: With the pandemic forcing education online, IT has become integral to keeping campuses moving forward. With a visionary team dedicated to student-centered experiences, the IT division at Minnesota State University, Mankato managed to quickly and successfully install new tech in more than 100 classrooms within months of COVID-19 first appearing. In this period of crisis, their information technology team created a campus-wide collaboration to introduce and integrate new course delivery opportunities. Outcomes of the large-scale project are seen as transformational and a key attractor for incoming students—regardless of where they are learning.

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Conference Recordings

Published
March 19, 2021

2021 North Atlantic Regional Conference | March 2021

Designing the Money

Resilient Long-term Planning for CSCU's Sixteen Campuses

By: Keith Epstein, Connecticut State Colleges & Universities | William MacIntosh, G3 Architecture | Scott Page, Scott Blackwell Page

In this session, we'll share how Connecticut State Colleges and Universities (CSCU) applies a standard process to address its unique capital needs and withstand the test of time. CSCU maintains its 10-year capital plan in a dynamic environment to remain relevant and resilient for allocating resources equitably between its sixteen campuses with optimal effect.
Abstract: Establishing capital projects is typically a long-term effort with changes occurring over months. In this session, we'll share how Connecticut State Colleges and Universities (CSCU) applies a standard process to address its unique capital needs and withstand the test of time. CSCU maintains its 10-year capital plan in a dynamic environment to remain relevant and resilient for allocating resources equitably between its sixteen campuses with optimal effect. Come learn how a mission-driven, evidence-based capital planning approach responds to changing demographics and financial conditions while addressing specific facility and infrastructure needs in a wide variety of campus settings.

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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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Planning for Higher Education Journal

Published
February 9, 2021

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Leveraging Institutional Planning to Benefit Latinx Students

Racially Disaggregated and Actionable Data Improve Community College Transfer Success

By: Eric R. Felix, PhD

How can institutional planners make a difference for underrepresented minority students? Senior administrators at East Los Angeles College addressed inequities in Latinx student transfer rates with data-backed culturally-relevant strategies.

From Volume 49 Number 2 | January–March 2021

Abstract: California Community Colleges, since 2014, have explicitly targeted retention, transfer, and completion outcomes through a mandated planning process supported by newly-allocated fiscal resources. The policy focuses on equity-driven institutional planning that identifies and addresses disparities for specific groups (e.g., Latinx students, foster youths, veterans). This article shares insight from five years of case study research, exploring how senior administrators address Latinx student transfer inequity through new culturally-relevant strategies. Within California, Latinx students comprise the largest share of transfer-aspirants, but they have significantly lower rates of academic success. Key lessons are shared to leverage planning efforts to improve outcomes for underrepresented minority students.

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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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Conference Recordings

Published
July 20, 2020

2020 Annual Conference | July 2020

Improve Implementation and Innovation With Project Management

By: Karen Greenwalt, Director of Operations for Chief Financial Officer, University of Illinois System Offices | AJ Lavender, Assistant Director, Portfolio and Project Management, University of Illinois System Offices

We will share how University of Illinois has introduced project management tools and processes to help stakeholders implement plans and use resources more effectively.
Abstract: Often people leading the implementation of new initiatives or response plans have enthusiasm and dedication, but lack specific skills, tools, and methods necessary for success. We will share how University of Illinois has introduced project management tools and processes to help stakeholders implement plans and use resources more effectively. You'll learn how providing a defined path from idea to implementation ensures initiatives are evaluated and prioritized, resources are deployed effectively, and projects are supported correctly.

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