Integrated Resource and Budget Planning at Colleges and Universities

edited by Carol Rylee

Looking for tools to help make your next planning or campus project easier? The Society for College and University Planning’s Resource & Budget Planning Advisory Group has generated practical analyses of and insights toward tools and processes that can help you today and with projects to come. Integrated Resource and Budget Planning at Colleges and Universities is the culmination of several years of discussions, face-to-face roundtables, conference calls, and virtual meetings. Each chapter will give you a tool that was crafted by experienced, on-campus peer-practitioners (see the table of contents, below). Don't leave this tool on your bookshelf—take it with you wherever you go!

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©SCUP 2011
ISBN 978-1-937724-01-6 (PDF)
ISBN 978-1-937724-02-3 (EPUB)
ISBN 978-1-937724-31-3 (MOBI for Kindle)

Table of Contents

• Introduction & Overview
  Carol Rylee, University of Delaware
  Just bringing together so many varied descriptions of processes, models, and case studies should advance the integration of campus planning.
• Chapter 1: Improving Outcomes From Your Planning Process During Turbulent Times
  Jay V. Kahn, Keene State College
  At Keene State College, creating the highest value for students and the community, with the least cost, requires accountability, assessment, continuous improvement, agility, and transparency.
• Chapter 2: A Primer on University Budgets
  Carol Rylee, University of Delaware
  For those new to budgeting, or to budgeting in a higher education institution.
• Chapter 3: Integrated Budgeting and Planning
  Philip Stack and Andrew Leitch, University of Alberta
  Delineates and explains, in a practical way, the benefits of integrating planning and budgeting and the institutional framework needed.
• Chapter 4: Community College Budgeting and Financial Planning Issues: A Case Study
  Jennifer Krieger, Kentucky Community and Technical College System
  A case study which explicates how the Kentucky Community and Technical College System approaches budgeting.
• Chapter 5: Private vs. Public Higher Education Budgeting
  Sarah A. Beamer, Bluefield College
  Key differences exist between private and public institutions that affect budgeting in critical ways.
• Chapter 6: Predictive Modeling: Linking Enrollment and Budgeting
  Dale Trusheim, Washington College, and Carol Rylee, University of Delaware
  A simple enrollment projection model and a tuition model allowed the University of Delaware to better plan for an uncertain future.
• Chapter 7: Capital Budgeting
  L. Carole Wharton, L. Carole Wharton, LLC
  In higher education, capital budgeting is its own beast. Here’s how it works.
• Chapter 8: Performance-Based Budgeting
  Fay S. Parham, Middle Tennessee State University
  Performance-based budgeting is a way for public institutions to meet the demand for accountability.
• Chapter 9: Academic Deans’ Perspectives on the Effectiveness of Responsibility Management
  Linda Kosten and Cheryl D. Lovell, University of Denver
  A survey of academic deans at doctoral granting institutions reveals a positive regard for RCM.
• Chapter 10: Academic Resource and Budget Planning
  Peggy Bottorff, University of Delaware
  A review of the range of ways in which academic units plan their resources, and the issues and challenges they face.
• Chapter 11: Budgeting Academic Space
  Watson Harris, Middle Tennessee State University
  Policies, like learning spaces, can be designed for a desired behavior; a case study from Middle Tennessee State University.
• Chapter 12: A Method for Determining the Cost of Graduate Programs
  William E. Knight, Ball State University
  The true costs of graduate programs are often unknown. Once you do know, improvements can be made.
• Chapter 13: Budgeting Issues Related to Personnel
  Russell Giambelluca, California State University Stanislaus, and Carol Rylee, University of Delaware
  What are the major things to consider when possibly implementing Position Control and Position Budgeting?
• Chapter 14: Implementation of Enterprise Financial Systems
  Carol Rylee, University of Delaware
  From making the decision to hiring a consultant to post-implementation: This is a practical guide.