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Planning for Higher Education Journal

Published
August 29, 2024

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Stepping Toward Carbon Neutrality

Capital Planning and Inclusive Stakeholder Engagement Set a Pathway to Sustainability and Resiliency

By: Megan Campbell, BArch; Tracy Steward, MBA; Tanvi Sharma, MCP; and Mary Anne Ocampo, MArch II, MAUD

The University of Louisville’s Planning, Design, and Construction Office strategically used campus planning efforts to collect data, analyze the built environment, and foster robust stakeholder engagement with the campus community and city agencies.

From Volume 52 Number 4 | July–September 2024

Abstract: Learn about the University of Louisville’s (UofL) journey toward carbon neutrality, navigating challenges such as aging infrastructure, substantial deferred maintenance, dependence on city utilities, and financial constraints. UofL’s Planning, Design, and Construction Office strategically used campus planning efforts to collect data, analyze the built environment, and foster robust stakeholder engagement with the campus community and city agencies. This approach raises carbon neutrality awareness, aligns goals, and establishes a financially viable pathway to success—all to position UofL to achieve a 60 percent reduction in carbon emissions by 2030 and attain full carbon neutrality by 2050.

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Planning for Higher Education Journal

Published
December 15, 2023

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Survival of the Financially Fittest

Leverage Strategic Decision-Making and Key Financial Metrics to Achieve Financial Stability

By: Aaron Meis, EdD, and Julee Gard, EdD

Leaders must look closely at financial trends that may reveal signs of trouble—in the short or immediate term—and have the courage to act to address them.

From Volume 52 Number 1 | October–December 2023

Abstract: This article explores a methodology for assessing and managing the financial viability of private, tuition-dependent institutions as well as institutional tactics and strategies used to improve their financial strength. The resulting model will help institutions understand the trends and predictive value of key financial metrics directly impacting their liquidity and operations and how senior leadership can drive change. Institutional examples illustrate how to engage senior leadership in strategic decision-making that includes assessment of revenue growth and/or expense management.

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Planning for Higher Education Journal

Published
September 1, 2021

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Prioritizing Campus Diversity Budgets

DEI Funding Has Mostly Survived the Post-Pandemic Cuts

By: Jeffery L. Wilson, PhD, Gerron Scott, MEd, and Reginald L. Stroble, EdD

Researchers learned that if diversity initiatives were a strategic priority for an institution, the 2020 financial crisis did little to reduce budget allocations.

From Volume 49 Number 4 | July–September 2021

Abstract: In 2013, the article Planning for the Future: The Impact on the Public University Diversity Budget in Time of Recession reported the impact of the 2008 recession on college and university student affairs diversity unit budgets. Colleges are again faced with another economic downturn with looming budget cuts. The purpose of this article is to revisit the idea of whether primarily student affairs diversity units are hit harder than other institutional units in fiscal cuts and the potential effect that current events related to diversity programming initiatives have had on campus planning. The article explores the status of these budgets during fiscal uncertainty and the social awareness around campus-wide diversity, equity, and inclusion and its prioritization.

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Planning for Higher Education Journal

Published
December 2, 2020

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Book Review: How University Budgets Work

By: Salvador D. Aceves, EdD

This book serves as a primer for establishing a baseline by which academic leaders can participate in conversations regarding finances at their institutions.

From Volume 49 Number 1 | October–December 2020

Abstract: by Dean O. Smith
Johns Hopkins University Press
Baltimore, MD
2019
200 Pages
ISBN 9781421432762

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Planning for Higher Education Journal

Published
July 17, 2020

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Academic Deans Reveal Their Leadership Styles

Annual Budgeting Becomes an Exercise in How Authority is Enacted

By: Nathan Harris

Academic deans adopt one of three approaches when developing the annual budget report for their colleges: distributed authorship, delegated authorship, or dominated authorship. Depending on the approach they select, deans can include and collaborate with their senior teams—or exclude, ignore, and alienate them. Their choice demonstrates how they lead.

From Volume 48 Number 4 | July–September 2020

Abstract: Few studies have investigated how academic deans enact their authority in Responsibility Center Budgeting (RCB), despite its widespread adoption. In this article I explore findings from a study that investigated how deans crafted a confidential annual budget report at an American university. Ultimately, deans adopted one of three approaches to crafting the report: delegating, distributing, or dominating authorship. Deans who distributed authorship collaborated with their senior teams to establish a shared sense of priorities for their colleges. In contrast deans who delegated and dominated authorship ignored and alienated members of their senior team during the budget review, engendering confusion and frustration.

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Planning for Higher Education Journal

Published
July 1, 2019

Another Day Older, Another Day Better

Institutions Are Infusing New Life Into Mid-Century Campus Buildings

By: Matthew Broderick

While they might be historical gems, are mid-century campus buildings still structurally sound? Is their location and architecture meaningful to the institution? What about energy efficient and fiscally responsible? College and university leaders must make the call: to fix or not to fix.

From Volume 47 Number 4 | July–September 2019

Abstract: Replace, restore, or renovate? In this article, architects, engineers, and campus administrators offer insights on updating mid-century buildings. Averaging a half-century old, these once-innovative structures are showing signs of age. The author gives guidance on transforming them into buildings that make positive contributions to the 21st-century campus. Topics covered include how to assess a building’s potential for renovation, options for energy-efficient HVAC systems, choosing materials that enhance the building’s performance and reduce operating costs, updating 50-year-old floor plans to support today’s pedagogy, and funding models and sources for projects.

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Planning for Higher Education Journal

Published
April 1, 2017

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Fiscal Structure and Public College and University Credit Ratings

An Exploratory Analysis

By: Gabriel Ramon Serna, Joshua Cohen

By understanding how fiscal structure affects institutional credit ratings, leaders can better respond to today’s variable economic conditions.

From Volume 45 Number 3 | April–June 2017

Abstract: Using ordered response models often employed in public finance, we explore the possible determinants of public college and university credit ratings based on the fiscal structure of a number of institutions that are members of the Western Interstate Commission for Higher Education (WICHE). We argue that by understanding the role of fiscal structure in the determination of institutional credit ratings, leaders can respond appropriately to variable economic conditions. They can also begin to manage and plan the ways in which their operations and fiscal structure impact their debt costs through credit ratings.

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Planning for Higher Education Journal

Published
April 1, 2017

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Planning at Mesa Community College

Integrated and Informed for Our Improvement

By: Matt Ashcraft, Craig Jacobsen

Within the span of a year, it’s possible to make significant progress toward achieving and institutionalizing integrated planning and budgeting.

From Volume 45 Number 3 | April–June 2017

Abstract: In an era of heightened accreditation expectations, declining resources, and increasing competition, tools such as integrated planning and budgeting, evidence-based decision-making (EBDM) processes, an overarching continuous quality improvement (CQI) framework, and up-to-date technology solutions for managing planning processes are no longer optional. While Mesa Community College (MCC) has a long history of planning, the integration of planning and budgeting was limited and our planning system was outdated (as in beyond end-of-life outdated). Additionally, planning and budgeting processes lacked EBDM practices and an overarching CQI framework. MCC’s Strategic Planning Committee set about remedying all of these issues and did so within the span of a year.

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Planning for Higher Education Journal

Published
April 1, 2017

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So, You Need a New Chart of Accounts

By: Carol D. Rylee

Designing a new chart of accounts provides an opportunity to review and improve current practice and positively affect institutional financial data use and reporting.

From Volume 45 Number 3 | April–June 2017

Abstract: This article provides an overview of the process for the design of a new institutional chart of accounts. It includes some background as to the nature and purpose of a chart of accounts and also speaks to the details of the design process. Implications for data security and usability through design are highlighted, and practical tips on the process to ensure inclusion are featured.

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Planning for Higher Education Journal

Published
April 1, 2017

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Redesigning a Budget Model with a Grassroots Approach

By: Maria R. Anguiano, Jason Rodriguez

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.

From Volume 45 Number 3 | April–June 2017

Abstract: A budget model shapes the way a campus operates in a fundamental way. Redesigning a campus budget model could actually happen relatively quickly from a technical standpoint. However, extensive engagement, collaboration, and conversation are key to a successful implementation. In this article, the authors chart the budget model redesign process at UC Riverside, which followed a uniquely grassroots approach. Changing the budget model at UC Riverside was about changing mind-sets, incentives, and behaviors—not just about the numbers. UC Riverside’s phased approach to its redesign process may be instructive to other higher education institutions considering undertaking such a major change initiative.

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