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).

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Nonmember Price: $10 USD

(PDF 22.2 MB)

©SCUP 2011
ISBN 978-1-937724-01-6

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©SCUP 2011
ISBN 978-1-937724-02-3

(DOC - For Kindle, 3.5 MB)

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©SCUP 2011
ISBN 978-1-937724-03-0

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.

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Society for College and University Planning

Integrated Resource and Budget Planning at Colleges and Universities

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