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Facilities Informatics is the intersection of facilities, information technology and management practices to achieve better facilities/operations. Facilities Informatics involves the application of information technology to facilitate the creation and subsequent use of facilities related data, information and knowledge. This Technical Report helps to characterize the nature of Facilities Informatics and the process on which an organization improves and matures its ability to gather, understand and apply data in decision making.

PDF, 16 pages, ISBN 1-890956-93-7, Item SC1
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Date Published: 06/30/2016
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This national study of college students determined there is a correlation between the cleanliness of a school’s facilities and students’ academic achievement. Conducted through the Center for Facilities Research (CFaR) at APPA – the association promoting leadership in educational facilities – and co-sponsored by ISSA, the study was based around the five levels of clean identified in APPA’s Custodial Staffing Guidelines for Educational Facilities. Of the 1481 students polled, 88 percent reported that the lack of cleanliness becomes a distraction at APPA Level 3 (Casual Inattention) and Level 4 (Moderate Dinginess). Eighty-four percent reported that they desire APPA Level 1 (Orderly Spotlessness) or Level 2 (Ordinary Tidiness) standard of cleanliness to create a good learning environment. Cleanliness ranked as the fourth most important building element to impact the students’ personal learning.

PDF, 144 pages, ISBN 1-890956-58-9, Item PDF-02
$ 30.00 (Member Price: $ 0.00)
Date Published: 2008
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Presented by APPA's Center for Facilities Research (CFaR) & ISSA

This report stems from APPA's first annual Thought Leaders summit, sponsored by Carter & Burgess, Inc.  A group of 21 educational leaders identified seven trends affecting higher education's future and report on the Top Critical Facilities Issues.

PDF, 26 pages, ISBN 1-890956-39-2, Item TLS06
$ 25.00 (Member Price: $ 0.00)
Date Published: 2006
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Produced in conjunction with APPA's Center for Facilities Research (CFaR)

The 2007 Thought Leaders Symposium, sponsored by Carter & Burgess, Inc., with sponsorship assistance from IBM, focused on evolving technology, changing stakeholder expectations, and the impact of competition on both those drivers of change. The report includes the top critical facilities issues.

PDF, 36 pages, ISBN 1-890956-44-9, Item TLS07
$ 25.00 (Member Price: $ 0.00)
Date Published: September 2007
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Produced in conjunction with APPA's Center for Facilities Research (CFaR)

Two of the most important issues facing higher education in the next decade are changing demographics and growing demands for accountability. Demographic shifts will affect both the student population and the workforce, and universities need to respond to the demands of new generations and ethnic groups. At the same time, the call for accountability in higher education only continues to grow.  This is the report of APPA's third annual Thought Leaders symposium, sponsored in part by Jacobs.

PDF, 31 pages, ISBN 1-890956-49-X, Item TLS08
$ 25.00 (Member Price: $ 0.00)
Date Published: September 2008
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Produced in conjunction with APPA's Center for Facilities Research (CFaR)

The 2009 Thought Leaders Symposium, sponsored in part by Haley & Aldrich, Inc., and with sponsorship assistance from Delta Controls, focused on the specific topics of environmental sustainability and energy, as seen through the prism of the economy. Included are resources and discussions on the identified top ten critical facilities issues:
1. Adjusting to the new sustainability reality
2. Developing an institutional vision of sustainability
3. Creating a leadership role in addressing sustainability
4. Confronting economic challenges
5. Fixing broken budget models
6. Managing rising energy costs and energy volatility
7. Engaging the campus to address energy challenges
8. Managing space
9. Prioritizing renewal needs
10. Meeting the challenges of workforce development

PDF, 42 pages, ISBN 1-890956-56-2, Item TLS09
$ 25.00 (Member Price: $ 0.00)
Date Published: September 2009
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Produced in conjunction with APPA's Center for Facilities Research (CFaR)

The 2010 Thought Leaders Symposium, sponsored in part by UGL Services, identified major issues confronting higher education (both current and projected), and further identified the top critical facilities issues. The results are wide-ranging and reflect the multiplicity of challenges facing higher education and the built environment:

1. Crafting an integrated strategic plan;
2. Achieving financial sustainability;
3. Creating change agents in facilities;
4. Addressing regulatory compliance;
5. Facing the challenge of changing demographics;
6. Creating an environmentally sustainable and energy efficient campus;
7. Managing the impact of technology; and
8. Addressing campus safety and security.

PDF, 42 pages, ISBN 1-890956-60-0, Item TLS10
$ 25.00 (Member Price: $ 0.00)
Date Published: 2010
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Produced in conjunction with APPA's Center for Facilities Research (CFaR)

The 2011 Thought Leaders Symposium, sponsored in part by UGL Services and Jacobs, identified major issues confronting higher education (both current and projected), and identified the top critical facilities issues affecting the campus environment:

1. Establish a culture of innovation and collaboration;
2. Improve productivity with level or decreasing resources;
3. Leverage technology to improve decision making;
4. Align IT and facilities;
5. Create a new budget model for IT and facilities;
6. Confront shifting workforce demographics;
7. Increase the flexibility of the workforce;
8. Make smart decisions about outsourcing;
9. Improve emergency preparedness; and
10. Manage the existing built environment.

PDF, 49 pages, ISBN 1-890956-69-4, Item TLS11
$ 25.00 (Member Price: $ 0.00)
Date Published: September 2011
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Produced in conjunction with APPA's Center for Facilities Research (CFaR)

The 2012 Thought Leaders Symposium, sponsored in part by DTZ, a UGL company, and Jacobs, identified major issues, trends, and recommendations related to the focused topic of space management and utilization in higher education.  The report includes an executive summary, aspects of space allocation and management, opportunities and implications for improved space management, references and resources, and the top space management issues for higher education:

• Align space management to the mission of the institution
• Make space one of the top assets of the institution
• Change the culture of space
• Develop effective policies, processes, and organizational structures to manage space
• Implement a space inventory system to understand resources and identify needs
• Address space utilization by assembling credible data and adopting best practices

PDF, 33 pages, ISBN 1-890956-72-4, Item TLS12
$ 25.00 (Member Price: $ 0.00)
Date Published: September 2012
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Produced in conjunction with APPA's Center for Facilities Research (CFaR)

The 2013 Thought Leaders symposium, sponsored in part by DTZ, a UGL company, and Jacobs, focused on the topic of the rising cost of higher education.  More than three dozen higher education leaders--including presidents, provosts, business officers, consultants, association executives, and facilities professionals--participated in a facilitated discussion and work session to identify, prioritize, and recommend solutions on the issues related to the cost of higher education.  The report includes an executive summary, the challenge of rising costs in higher education, colleges in crisis, the top issues in higher education facilities, a lengthy resource list, and a list of participants.

PDF, 40 pages, ISBN 1-890956-74-0, Item TLS13
$ 25.00 (Member Price: $ 0.00)
Date Published: September 2013
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Produced in conjunction with APPA's Center for Facilities Research (CFaR)

The 2014 Thought Leaders symposium, sponsored in part by DTZ, a UGL company, and Jacobs, focused on the issues and challenges related to leveraging campus facility assets to achieve desired institutional outcomes.  More than three dozen higher education leaders--including presidents, provosts, business officers, consultants, association executives, and facilities professionals--participated in a facilitated discussion and work session to examine the gap between where higher education wants to be and where it actually finds itself.
Participants sought to identify the key characteristics of successful campuses, then looked at what institutions are actually achieving – the disagreeable reality of unsustainable funding models, unsuccessful students, and poorly utilized resources.  The report includes an executive summary, strategies for improving institutional outcomes, the top facilities strategies to support the college or university, a lengthy resource section, and a list of participants.

PDF, 45 pages, ISBN 1-890956-85-6, Item TLS14
$ 25.00 (Member Price: $ 0.00)
Date Published: September 2014
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Produced in conjunction with APPA's Center for Facilities Research

Educational institutions that master new technologies will have an edge in the increasingly competitive higher education landscape.  They will better serve learners and support instructors, and they'll make smarter use of limited resources and advance the safety and sustainability of the institution.  APPA's 2015 Thought Leaders report discusses the factors related to integrating technology and the campus built environment; using technology to enhance critical campus functions; and integrating facilities management and information technology.

New technology will require new skills and new approaches to day-to-day tasks. The result will be a new campus for a new era, which will need to address the following needs:

• Restructuring the facilities management organization to effectively integrate new technology
• Crafting policies that enhance facilities/IT integration
• Creating successful facilities/IT integration
• Preparing the facilities professional of the future
• Imagining the IT/facilities integration of the future: where we are going

The report includes a contextual introduction, a comprehensive section on using technology to enhance key campus functions, questions for further discussion, a lengthy resource section, and a list of participants.  Sponsored in part by Jacobs.

PDF, 33 pages, ISBN 1-890956-89-9, Item TLS15
$ 25.00 (Member Price: $ 0.00)
Date Published: September 2015
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Produced in conjunction with APPA's Center for Facilities Research

The 2016 Thought Leaders symposium, supported in part by long-time sponsor Jacobs, focused on Remaking the Facilities Organization. The report makes the case for a customer-centric higher education facilities organization. Experts provide their insights on how a focus on the customer provides a framework for driving change. The benefits of a customer-centric focus include empowered employees, better alignment between the mission of the facilities organization and the mission of the institution, and improved stewardship of campus systems and resources. The report examines in detail how a customer-centric focus can be applied to the four major responsibilities of educational facilities organizations: 1) general administration and management; 2) operations and maintenance; 3) energy and utilities; and 4) facilities planning, design, and construction. The report defines goals within each of these areas and suggests strategies for facilities leaders to achieve them.

PDF, 39 pages, ISBN 1-890956-94-5, Item TLS16
$ 25.00 (Member Price: $ 0.00)
Date Published: September 2016
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Produced in conjunction with APPA's Center for Facilities Research

 The 2017 Thought Leaders report focuses on Transforming Facilities to Achieve Student Success. Student success starts with retention and graduation, but it can expand to include factors from personal career goals to social responsibility. A key message from the report is that through strategic investment in their facilities, colleges and universities can support student success, position the campus for the future, and serve as good stewards of campus assets. The report also stresses that the process must reflect the mission and vision of the campus, thus making the greatest impact possible on the college or university’s goals.

All Thought Leaders reports are free, thanks to the generosity of sponsors Jacobs, and Johnson Controls.

PDF, 36 pages, ISBN 1-890956-98-8, Item TLS17
$ 25.00 (Member Price: $ 0.00)
Date Published: 08/16/2017
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PDF, 48 pages, ISBN 978-0-913359-20-4, Item TLS18
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Date Published: 07/26/2018
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How do you think outside the box? In other words, how do you approach thinking differently about the world around you and your institutional and organizational challenges? More importantly, how do you go beyond just thinking differently to actually seeing things differently?

This question is what drove the entire 2019 APPA Thought Leaders symposium as they explored the mechanics of innovation. They drew on the experience of experts in innovation and entrepreneurship and discussed ways to protect experimentation and creativity from institutional forces dedicated to the status quo. They practiced developing innovative strategies for addressing the challenges facing higher education. And they learned that creativity must be fostered and encouraged within an institution, by modeling the entrepreneurial mindset to instill a curiosity to innovate.

Download this publication for the key takeaways from this thorough and engaging report.

PDF, 32 pages, ISBN 978-1-890956-40-0, Item TLS19
$ 25.00 (Member Price: $ 0.00)
Date Published: 2019
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Students entering higher education in the next decade will be the most diverse incoming class in higher education history—and the vanguard of an increasingly diverse generation. They will have been raised with technology from birth and will consider online interaction as natural as breathing. They will be alert to the importance of mental health and wellness, both in themselves and in their peers. They will have low tolerance for slow administrative processes. They will expect their professors to teach in engaging, interactive ways and make smart use of technology. They will expect a lot of them¬selves. They will expect a lot of their institutions. They will know what they are paying for their education, and they will demand every penny’s worth. Is today’s campus ready for these students? The answer: Yes—and no. Higher education is moving in the right direction, but it faces unprecedented demands and challenges. We are only now beginning to understand that the old normal is never coming back. We must find ways to adapt to a new normal and a new set of expectations from our future students.

PDF, 56 pages, ISBN 978-0-913359-17-4, Item TLS20
$ 25.00 (Member Price: $ 0.00)
Date Published: 07/30/2020
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What is the role of the facilities organization in meeting today’s challenges? In part, facilities ex­perts will continue the essential work they have done since the start of the pandemic: They will keep the campus safe and operational. But the fa­cilities organization can do more—more, in fact, than most institutions realize. They can help their college or university foster community by leverag­ing its sense of place.

 “Sense of place” is defined by one expert as “the feelings evoked among people as a result of the experiences and memories they associate with a place and the symbolism they attach to that place.” Meaningful places can come to represent an entire institution, including its history, its values, and its legacy. A strong sense of place can arise naturally, but it can also be consciously, carefully cultivated. This is possible for any institution, no matter its age or classification. Historic campuses with well-established places and traditions may find this process easier, but even new campuses and recently established institutions can foster a sense of place. Colleges and universities should look for the places where the community naturally gathers—a quad, a fountain, a lounge, a stairway—and take steps to make that place welcoming and accessible.

PDF, 42 pages, ISBN 978-0-913359-18-1, Item TLS21
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Date Published: 07/19/2021
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Not so long ago, diversity and inclusion were not goals for most college and university campuses. For most of the history of higher education in the United States and Canada, colleges and universities focused on instructing white, cisgender, middle-and upper-class men in their late teens and early 20s. Exceptions existed, primarily in the form of women’s institutions and historically black colleges and universities, and roughly two-thirds of institutions were coeducational by 1935. However, it wasn’t until the Civil Rights and Women’s Rights movements of the 1960s and 1970s that thinking began to shift toward diversity as a value.

What we understand now is that diversity, equity, and inclusion (DEI) are rooted in the deepest-held values of higher education: excellence, integrity, respect, responsibility, and community. Yes, DEI benefits the institution by increasing innovation, boosting productivity, and preparing students for a global economy. A classroom of students from diverse backgrounds with a variety of life experiences is an electric environment, snapping with energy and ideas. But DEI isn’t a priority because someone ran a cost-benefit analysis and diversity came out with a higher ROI. We value diversity, equity, and inclusion because it is the right thing to do.

PDF, 52 pages, ISBN 978-0-913359-21-1, Item TLS22
$ 99.00 (Member Price: $ 0.00)
Date Published: 07/12/2022
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The 2023 Thought Leaders Report, Leadership Reimagined: Navigating the Higher Education Workplace provides leaders with information and tools to help them lead their employees through the continuing uncertainty with a focus on the workforce. We recognize that workforce issues are incredibly challenging and understand that an engaged and empowered workforce can find solutions to these overwhelming campus problems. This is truly an opportunity to shape the institution’s future and cement our role as well.

A major theme throughout the symposium and this report is the significance of leadership that now requires a shift in mindset. To develop a clear picture of the situation confronting leaders at colleges and universities, the Thought Leaders symposium began with a SWOT analysis, looking at the strengths, weaknesses, opportunities, and threats facing campus leaders.

PDF, 51 pages, ISBN 978-0-913359-23-5, Item TLS23
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Date Published: 09/01/2023
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