Learning Resources

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.

Abstract: This article presents a range of approaches for linking budgeting to planning. After briefly discussing the natures of planning and budgeting, it presents four conceptual categories of ways to link the two. The article defines these as structural, adaptive-incremental, devolved, and holistic/advanced. No one approach will be correct for all institutions. Even where there is a system in place to link planning and budgeting, this is unlikely to be enough unless there is firm, skilled, aligned, and distributed leadership to keep the system on track toward institutional goals.

Abstract: The imperative for higher education institutions to dramatically reduce greenhouse gas emissions is driven by the energy required to sustain their campus facilities and by rapid, irreversible changes to the climate that threaten global infrastructures. This article provides a framework that comprehensively addresses campus facilities’ energy consumption reduction and conversion to renewable resources while helping building users become more aware of how their actions impact greenhouse gas emissions. Case studies illustrate how two different institutions developed campus energy master plans and set incremental goals toward carbon neutrality and net-zero fossil fuel energy consumption.

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: This article presents the research, design options, and space planning guidelines prepared for Montgomery College specifically for spaces designed to address the needs of an increasingly diverse student body. The guidelines cover gender-inclusive restrooms and locker facilities for transgender people, lactation rooms for nursing mothers, and serenity space for an increasing Muslim population and others. Extensive research conducted by Stantec and Inquiry2Solutions informed the guidelines. The research included a review of the college’s institutional policies and governance structure; interviews with students, faculty, and staff as well as colleagues across the United States and personnel from relevant professional associations; and discussions with associations that support the needs of LGBTQ students and institutions that have begun to address these kinds of space planning. Foremost, the planning team learned that there are few space planning guidelines to meet these needs.
Montgomery College is charting new territory with the adoption of these space planning guidelines and has helped establish an important benchmark in this emerging area of campus planning.

Abstract: As efforts to stimulate innovation spring up across campuses, institutions need a comprehensive planning framework for the integrated planning of initiatives that support innovation. The campus can be viewed as an Innovation Landscape, and settings for collaborative creative activity—both physical and virtual—can infuse the campus fabric and become part of the daily experience of users. The Innovation Landscape Framework is a tool to help coordinate physical planning with organizational initiatives, engage a wide range of stakeholders, and enable a more widespread culture of innovation.

Abstract: The College of DuPage (COD) is a two-year community college located in Glen Ellyn, Illinois. COD leaders and administrators believe that the whole team’s understanding of the “why” behind the planning and design process is vital to ensuring the achievement of a higher-quality “what” after construction. Employing an integrated project team approach by adding a construction management group to the design and facilities team, COD completed $550 million in capital projects from 2001 to 2014. The final element of COD’s most recent master plan was the development of a prototype renovation for its four satellite campuses. The goal of the prototype was to elevate the classroom experience to state-of-the-art instructional and educational standards, improve the energy performance of the facilities, and offer the same services provided at the main campus. The overarching challenge was for the planners, facilities staff, and construction managers to work together to fit a large campus educational program into a single-building prototype.