SCUP
Learning Resources

Engaging Stakeholders

Planning for Higher Education Journal

‘Colorblind-Spots’ in Campus Design

 Educational leaders are noting that conventional campus design planning efforts have neglected to include the voices of historically underserved communities. Socio-spatial inquiry can help institutions offer an equity approach to inclusivity and authentic engagement.
Planning for Higher Education Journal

“Bubble Goo” Strategic Planning Case Study

 The strategic exercise provided the opportunity to formulate concepts and create frameworks for student life space and experience, all while defining a program for the transformation of the campus center.
Blog Post

6 Integrated Planning Strategies and Tips We Learned at SCUP 2023

 Every year at SCUP’s annual conference, over 1,000 of higher education’s leaders and innovators gather to share how they are advancing integrated planning at their college or university. Out of the wealth of tools, strategies, and tips shared at SCUP 2023, which took place earlier this month in Cleveland, here are six that stood out.
Planning for Higher Education Journal

A Collaborative, Ongoing University Strategic Planning Framework

 Planners at Cleveland State University describe that institution’s highly communicative and participatory strategic planning process.
Conference Presentations

A Future Pathway

 This presentation will demonstrate how leaders can surmount 2021’s obstacles by aligning strategic priorities for the future.
Planning for Higher Education Journal

A Model for Creating a Campus Sustainability Plan

 Institutions of higher education have a special obligation to lead sustainability efforts in order to provide the next generation of young adults with the information and tools needed to take on the challenges of the future.
ebook

A Practical Guide to Strategic Planning in Higher Education

 A resource for anyone engaged in college or university strategic planning, and an excellent primer for planning committees. This second edition also contains new strategies for using an institution’s strategic plan during times of institutional upheaval, and additional techniques for jump-starting various parts of the planning process.
Conference Recordings

A University’s Successful Campus Relocation Using Integrated Planning

 This session will discuss how the University of Western States used integrated planning and data-informed decision making to design, build, and relocate to a new campus over a two-year period.
Planning for Higher Education Journal

Academic Planning in a Political System
Planning for Higher Education Journal

Achieve Culture Change to Implement Your Strategic Plan

 This is a reprint of an article originally published in Dean & Provost, volume 19, issue 4, December 2017.
Conference Presentations

Align, Support, and Measure Your Institution’s Community Engagement
Conference Presentations

An Intersectional Approach to Campus Planning at Cal Poly Humboldt

 In 2020, California State Polytechnic University (Cal Poly), Humboldt’s transformation to the system’s third polytechnic required a new intersectional approach to campus physical planning that addresses a spectrum of needs for ambitious growth, future ready resilience, and student persistence. Rapid disruptions affected academic access, achievement, and workforce readiness of Generation Z. The polytechnic implementation inspired a planning process that prioritizes people first to address social, environmental, health, and economic challenges. This session will share lessons learned from the Cal Poly Humboldt physical planning process and provide tactical tools for effective stakeholder engagement, data collection, and establishing metrics of gauging success.
Conference Presentations

Apply Design Thinking to Strategic and Academic Plan Development
Planning for Higher Education Journal

Balanced Scorecard Implementation in a School of Nursing

 Implementing the balanced scorecard measurably improved the overall effectiveness of planning activities and increased individual involvement in and understanding of the strategic planning process.
Planning for Higher Education Journal

Book Review: Campus Crisis Management
Planning for Higher Education Journal

Book Review: Implementing Sustainable Change in Higher Education
Planning for Higher Education Journal

Book Review: Shared Leadership in Higher Education
Blog Post

Bringing Communities Together: Welcome to True Integrated Planning

 When everyone on campus understands the combined mission, everyone can move in concert.
Example Plans

Campus Strategic Sustainability Plan
Planning for Higher Education Journal

Challenging “If You Build It, They Will Come”

 Active learning spaces can be catalysts for improved teaching and learning. Yet the key to planning for and effectively implementing them on campus is faculty who are willing to change, accept, and evolve their instructional delivery.
Planning for Higher Education Journal

Changing the Future of Health Care

 Designed and built for collaborative, interdisciplinary education through a highly engaged process, this building transforms health care education and health care for the entire state.
Planning for Higher Education Journal

Collaborating for Our Future
Planning for Higher Education Journal

Collaborating, ‘Speed Dating,’ Celebrating, and More

 University colleagues share techniques and tools they find effective in their strategic planning process—and in fostering participation and intentional conversations.
Planning for Higher Education Journal

Conversations With Central Administration

 Central administration is not creating curriculum; rather, it is encouraging the faculty to understand limitations and embrace broad institutional visions.
Planning for Higher Education Journal

Crafting the Master Plan: A Collaborative Challenge for Community Colleges

 Master planning can help an institution address major challenges, but you have to know how to do it right. This article examines the planning process, with special emphasis on community and consensus building, using case studies from two rapidly growing community college districts in Texas and California.
Planning for Higher Education Journal

Creating a New Campus Destination

 The project offers preservation, building revitalization, and adaptive reuse as an alternative model for sustainable campus growth.
Conference Recordings

Creating Empathy-Driven Design Collaborations with Virtual Reality

 We will demonstrate how we incorporated VR into stakeholder engagement for the University of Virginia's Student Health and Wellness Center to address health outcomes, promote student learning, and collaborate with interdisciplinary partners across campus.
Conference Presentations

Crossroads of Campus

 In this session, we'll share how we reactivated a stagnant and segmented university center in a long-neglected sector of campus into a new 'crossroads' destination that connects students, faculty, and staff.
Conference Recordings

Data-driven Space Strategies for Research-intensive Institutions

 In this session, you'll learn multiple techniques—analytical, participatory, and action-oriented—that will help you enroll stakeholders, think strategically, and act more constructively to advance space management approaches at your institution.
Webinar Recordings

Decarb Buy-in: Creating a Culture of Decarbonization

 Decarbonization requires thinking big and working together. Universities are uniquely positioned to model innovative planning approaches to decarbonization, revealing what’s possible at different scales, from individuals to broader organizations.
Conference Recordings

Designing an Inclusive Engagement Process for Diverse Campus Representation

 In this session, presenters share their layered, inclusive planning process that engages and empowers campus and community constituents to celebrate cultural expression through the built environment.
Planning for Higher Education Journal

Developing a Financial Strategy for Academic Distinction: A Case Study of the Rutgers Experience
Conference Recordings

Developing Shared Metrics to Guide Multi-level Institutional Planning

 This session will focus on the development and use of consistent metrics through the program review process and other key university processes to support integrated planning at the department, school, and university levels.
Planning for Higher Education Journal

Diving Into Data

 Using data analytics and reviewing facility conditions helped Newberry College enhance space utilization and create a dynamic, adaptable campus.
Conference Recordings

Don’t Get Me Started

 This session will address the university's setbacks, challenges, opportunities, and solutions in launching a shoestring integrated planning process amidst multiple crises.
Planning for Higher Education Journal

Education for Sustainability in Further and Higher Education

 So, what’s happening ‘down under’ in campus sustainability? Providing an international context, our authors use Australian examples to describe planning for campus greening, learning for sustainability (curriculum), institutional learning, and competency-based training initiatives.
Planning for Higher Education Journal

Engaging Stakeholders Locally and Globally

 The Thunderbird School of Global Management at Arizona State University treated its stakeholders and partners as critical sources of information and inspiration in planning for a dynamic and flexible new world headquarters.
Conference Recordings

Entrepreneurial Planning

 Join this session for a facilitated, interactive journey with two college and university leaders that will explore the application of the effectuation model to college planning.
Planning for Higher Education Journal

Experiences and Insights from Use of a Design-Build Process in Founding a New Campus

 Design-build was the best choice for K-State Olathe because of the flexibility with regard to unknown users and change stakeholder expectations.
Planning for Higher Education Journal

Financial Planning for Central Utility Plant Decarbonization

 Vital stakeholder feedback and consensus from various university departments reveal the proper approach to building issues. Institutions such as the University of North Dakota used technical planning to produce well-informed financial modeling and right-sized financial plans.
Webinar Recordings

FLIPP: A Tool to Align Campus Stakeholders for Space Planning

 Join us as we discuss how the FLIPP: FLEXspace Integrated Planning Pathway may help serve your needs with academic facilities planning, while building cooperative trust among campus advisors.
Planning for Higher Education Journal

Fully Engaged

 The most effective master plans are those that reflect the myriad voices of the institution. Engagement should be informative, inclusive, meaningful, and fun—and should be the product of an integrated process.
Blog Post

Get a Week’s Worth of Strategic Planning Done in One Day

 In one eight-hour day, six teams came together to perform scanning, analysis, and prioritization activities, all toward one goal: setting “positive, but not delusional” strategic directions that would be the basis of the college’s strategic plan.
Conference Recordings

Go Nowhere Without a Partner

 This session will demonstrate how to meet complex needs for economic mobility and the workforce through several diverse partnerships. You’ll learn about various sources you can use to achieve successful project results as well as how you can nurture your campus and community partnerships for the long term.
Conference Presentations

How to Create a Welcoming Campus
Conference Presentations

How to Get Collaboration, Not Just Cooperation
Conference Recordings

In Search of Hybrid

 This session will explore the evolution of Harvard Business School's space and technology planning process through two completed distance learning projects—one envisioned before COVID and one created after.
Conference Presentations

Incorporating Critical Race Theory in Physical Planning

 Learn from Portland Community College's ongoing exploration of what it means to apply Critical Race Theory to the built environment.
Planning for Higher Education Journal

Increasing Alumni Giving at HBCUs

 By reviewing historical perspectives and conducting current-day personal interviews, the authors researched ways to engage HBCU alumni in giving back to their alma maters.
Planning for Higher Education Journal

Institutional Politics and Planning

 Political hustling is not necessarily the enemy of campus planning.
Conference Presentations

Integrate Design Thinking Liberating Structures to Increase Buy-in

 Come learn action-oriented strategies for engaging students, faculty, staff, alumni, and local community in all phases of strategic planning on your campus.
Planning for Higher Education Journal

It Takes a (Virtual) Village

 This large community college successfully embraced virtual communication platforms and moved forward with a viable 10-year plan during a global health crisis, economic turbulence, and technological change.
Conference Recordings

Keynote | Villanova

 Learn about the decade-long collaborative design process for an important new Villanova University campus development along a bustling regional thoroughfare.
Planning for Higher Education Journal

Launching Successful Planning Efforts
Conference Presentations

Launching the Duquesne College of Osteopathic Medicine From the Ground Up

 Establishing a new college within a university requires coordination with the accrediting body, other university disciplines, the city, donors, and neighboring landowners. We’ll outline and discuss how we navigated the process, challenges, and opportunities related to Duquesne University’s new College of Osteopathic Medicine, including the collaboration with the City of Pittsburgh’s Forbes Avenue Improvement Initiative.
Webinar Recordings

Leveraging New Tools to Revolutionize Transformation Efforts and Outcomes

 This webinar showcases a collection of revolutionary tools being used in transformation campaigns. These tools have dramatically improved the experience and effectiveness of teams and coalitions engaged in strategy crafting and orchestration.
Blog Post

Listen Up Leaders

 To gain additional insight into strategies for establishing trust between stakeholders and their leaders, we turned to Sonia Alvarez-Robinson, associate vice president for strategy and organizational effectiveness, Georgia Institute of Technology.
Planning for Higher Education Journal

Managing Change from the Murky Middle

 Middle managers are often blamed for change failure and portrayed as change resisters or saboteurs. However, what looks like obstructionist behavior could actually be the observable effects of role ambiguity.
Conference Recordings

Master Planning Engagement Strategies for Underserved and Underrepresented Students

 Learn about new master planning engagement and assessment tools that can reveal and remedy disparities that underserved and underrepresented students encounter.
Conference Presentations

Master Planning Outreach Strategies for Underrepresented Students

 This session shares how we developed new practices and tools to deliver better campus experiences for students from nontraditional backgrounds, yielding social equity in campus planning and building design.
Conference Presentations

Moving Forward When Others Are Moving Backward
Blog Post

Navigating Student Success

 To gain additional insight into how integrated planning to support student success can be a game changer, we turned to Paula Stossel, strategic advisor to the president for student success, and Amber Racchini, vice provost for student academic success, at Indiana University of Pennsylvania. They graciously accepted our invitation to address questions about their cross-functional effort to ensure a student-centered approach to delivery of support services at IUP.
Example Plans

Operational Plan Feedback Form

 Worksheet for providing feedback on operational plan documents.
Example Plans

Operational Planning Assumptions

 List of assumptions to guide the operational planning exercise.
Planning for Higher Education Journal

Optimizing for Growth

 Thomas Jefferson University focused on culture, communications, and collaboration during a transformational period of combining institutions.
Planning for Higher Education Journal

Overcoming a $90M Budget Overage in Vanderbilt University’s Residential Colleges

 The University, architects, engineers, strategic planning consultants, and contractor teams worked hand in hand to peel back the onion to stem the overruns.
Conference Recordings

Pivot! Planning During a Pandemic and Staying on Course

 In this session, we'll share best practices and lessons learned in virtually adapting the cycle of planning and budgeting processes to an uncertain, volatile, and virtual environment.
Conference Presentations

Plan and Align Improvement Efforts Across Departments
Conference Presentations

Problem-Solving Skills
Blog Post

Putting Yourself in Their Shoes
Planning for Higher Education Journal

Quickly Building a Bridge

 Executive leadership changes at Northern Michigan University led the interim president, interim provost, and Board of Trustees to call for a bridge plan to clearly articulate strategic work happening throughout campus. This article describes how the university was able to develop an interim strategic plan with broad campus engagement in less than half a year.
Webinar Recordings

Re-imagining Space Utilization

 Engage with Ohio University’s ambitious approach to right-sizing and aligning physical space to programmatic needs. If you are entertaining radical change, this session will help you understand where to start, how to deliver in practice, and how to identify and express impacts that are mission-aligned to gain stakeholder buy-in.
Example Plans

Realizing “Envision TRU”

 This green paper (a preliminary report of proposals published to stimulate discussion) introduces the primary concepts and advantages of integrated planning, designating it as the approach that will frame the institution’s upcoming strategic planning process.
Conference Recordings

Reaping the Benefits of a New Building? Without Building New

 In this session, we'll demonstrate how to renovate your campus spaces to maximize programming and performance, using a planning approach that addresses the unique challenges of modernizing existing buildings, accommodating future-focused programming needs, and minimizing operational costs.
Planning for Higher Education Journal

Redesigning a Budget Model with a Grassroots Approach

 While redesigning a campus budget model could happen relatively quickly from a technical standpoint, time spent in extensive engagement, collaboration, and conversation is key to successful implementation.
Planning for Higher Education Journal

Researching Lead Users to Predict the Future

 Lead users represent the future that’s already here. Let them be your crystal ball the next time you face a forward-thinking planning project.
Conference Presentations

Revitalization at Harvard’s Center

 Come learn how we successfully navigated stakeholder outreach and generated a campus center design solution within the existing building.
Conference Recordings

SCUP Fellow Presentation | Naming Issues on Campus

 In this session, we’ll describe the trends, challenges, and opportunities related to re-naming and de-naming on campus.
Planning for Higher Education Journal

Seven Lessons in Inclusive Campus Design

 Institutions are starting to grapple with histories of developing indigenous lands and the legacy of an able-bodied vernacular within campus design that continues to reinforce in-groups and out-groups.
Conference Recordings

Simulation and Partnerships

 This session will explore trends and partnership development strategies around simulation-based training facilities for first responder students and professionals.
Conference Presentations

Speed, Efficiency, and Consensus Through the Collaborative Process

 Come learn from our unique approach in which actual users participate in designing an outpatient center on the Nebraska Medical Campus, allowing implementation of new processes and efficiencies known only to medical center staff.
Tool

Stakeholder Analysis and Engagement Toolkit

 This toolkit includes recommendations and worksheets to help you analyze your stakeholders and determine how to meaningfully engage them in the planning process.
Conference Presentations

Strategic Implementation

 By engaging employees as “owners” in the strategic planning process, they can actively manage the forces and operational processes during plan implementation, monitoring, and controlling.
Conference Recordings

Strategic Plan Implementation in a VUCA Environment

 In this session, we'll share how Lakehead University developed a phased strategic approach to guide implementation of its strategic plan.
Conference Recordings

Strategic Resource Allocation

 This session will focus on a proven process for fairly and holistically evaluating all current academic programs and support functions to assess their value and contribution to institutional success.
Blog Post

Strategies for Engaging Faculty in Change

 In difficult times, planning and the successful implementation of that planning requires the buy-in and support of a range of stakeholders—particularly the faculty. We interviewed Sandra Patterson-Randles, chancellor emerita and professor of English at Indiana University Southeast, to discuss how to best engage faculty in planning initiatives.
Planning for Higher Education Journal

Streamlining the Process of Student Success and Persistence

 A combination of course prerequisite simplification and focused efforts by academic advising and tutoring services, when and where needed most, can substantially improve student achievement and degree attainment.
Planning for Higher Education Journal

Tell Us What You Think

 More than 1,600 students and alumnae provided input through online mapping tools and in-person workshops. Staff and faculty were interviewed in person and via phone. And Instagram was used to reach 6,400 members of the campus community.
Planning for Higher Education Journal

Telling the Untold Stories

 Through historical study, outreach, and education, undergraduate students at George Mason University began research that developed into the Enslaved Children of George Mason Project. The goal was to broaden the university narrative, encourage discussion about American ideals of equality and freedom, and transform a complex historical legacy and memorial into an inclusive campus place for reflection and dialogue.
Conference Recordings

The Changing Academic Workspace

 In this session, we'll share how to develop a workspace roadmap that uses the lenses of people, space, culture, policy, and technology.
Webinar Recordings

The Faculty Factor

 In this session we explore the successes and failures involved in two planning initiatives that required broad-based faculty support in order to reverse issues with programmatic quality, student success, and institutional accreditation.
Planning for Higher Education Journal

The Fourth Industrial Revolution

 Michigan Technological University used active stakeholder engagement, frequent reviews, and vigorous discussion to develop its aspirational master plan.
Planning for Higher Education Journal

The Future of Planning is . . .

 IE professionals are both translators and integrators—and universities need these people who know how to interpret the data. Within the context of an IIE office, they assist in developing data-informed strategic plans, financial forecasts, enrollment plans, and other assessments of institutional efficacy.
Conference Recordings

The Planning Continuum

 We’ll discuss how Purdue University’s culture of continuous planning leverages data, facility information, and design to engage new stakeholders, implement a campus-wide vision, and fast-track decision making.
Conference Presentations

The Power of Wayfinding

 Place matters in a higher education landscape that is becoming increasingly more competitive.
Planning for Higher Education Journal

The Stories in These Walls

 Cross-functional teams at the University of Wyoming, University of Nebraska-Lincoln, and University of North Dakota effectively used storytelling techniques to position donors within the narrative of the universities’ missions and strategic plans.
Webinar Recordings

Voices from the Field: Episode #3

 Mike Martin, Associate Dean Science, Math, and Health at John Carroll University discusses how the administration addressed the first few weeks of the COVID-19 crisis and how they have creatively shifted gears with students and faculty toward what’s next.