Learning Resources

Abstract: Strategic planning often involves the development of new or revised policies. Policy communication and operationalization can significantly impact morale and strategic plan buy-in and we must consider it in a well-planned and integrated manner in order to produce effective change. This presentation will focus on lessons learned in policy roll-out, and through sharing your own experiences, you will gain an increased understanding of challenges and opportunities in policy roll-out that can inform strategic planning decisions on your campus.

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.

Abstract: New dorm construction takes time and funding that often competes with the ongoing need to upgrade existing dorms. Despite limited resources, campus planning and capital programs teams are successfully doing both. Tufts University's first housing program since the 1970s is transforming the undergraduate residential experience two-fold: by rapidly increasing the on-campus bed supply in existing facilities and by renewing residential buildings. Come learn how a 2016 housing planning study that started with an inventory analysis quickly evolved into an ongoing program to add 100+ beds per year beginning in 2017.

Abstract: For most institutions of higher learning to thrive amid the shifting demographics, financial outlooks, and value propositions of the 21st century, they must design and implement change that is comprehensive rather than compartmental. Since such change comes hard to institutions steeped in century-old traditions, there are few colleges or universities that have undertaken it. Hiram College (OH) is an exception. Given the dearth of lessons from the field, the Hiram College president offers this constructive and realistic example of systemic change and the five possible steps that academic leaders and trustees elsewhere might consider before triggering it.

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.

Abstract: In this second of a two-part series, the author details the progression of steps needed to complete a typical capital improvement project. There are a lot of moving parts, and the article carefully explains how each must mesh to achieve a satisfactory conclusion. Educators and administrators alike will benefit from this overview of procedures that many may not be familiar with. With this guidance, even the most complex project can be accomplished effectively and efficiently.

Abstract: Do you have facility needs, like the need for more/improved space for instruction or infrastructure upgrades? Is it time to address deferred maintenance issues? Do you have reservations about venturing into unfamiliar territory? You’ll have to wrestle with some vexing matters—plan alternatives, big budgets, illusive funding sources, and an uninformed public.
Your concerns are valid. With a rich background as architectural firm principal and later as a community college project manager, the author has been through the drill. This article’s thoughtful advice details a project’s first phases—from initial concepts to developed projects with funding. It will head you toward success by helping to avoid the pitfalls.

Abstract: Establishing the need for both academic program and facilities expansion is key to the success of any long-range planning process. Analyzing return on investment (ROI) is a beneficial yet underutilized metric to use in validating those needs. In a time when public funding is decreasing, it is advantageous to develop capital improvement plans that demonstrate how to achieve maximum financial benefits from the investment in major construction and renovation projects. This article demonstrates how a comprehensive master facilities planning process at Central Piedmont Community College in Charlotte, NC, will help persuade county officials to support a $687 million capital campaign resulting in a positive ROI to students, the institution, and the community.