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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
March 24, 2023

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Transforming Data into Meaningful Information

Put Methodologies in Action with Data-Driven Integrated Planning

By: Douglas Masterson, PhD, Christopher M. Davis, PhD, and Suzanne Carbonaro, MEd

Leaders in two different accreditation regions share best practices and lessons learned from their integrated planning evolution and its impact on operational efficiency and student learning.

From Volume 51 Number 2 | January–March 2023

Abstract: Institutional success depends on long-term sustainability, connecting investments with outcomes, and creating a culture that is data-informed. As the role of institutional effectiveness expands across higher education, designing a comprehensive integrated planning process is critical. Integrated planning requires a unified approach to utilizing academic and administrative data for continuous improvement. However, this can be an overwhelming process for institutions, with many unsure of where to start. Learn from leaders in two different accreditation regions as they share best practices and lessons learned associated with their integrated planning evolution and its impact on operational efficiency and student learning.

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Conference Recordings

Published
October 26, 2021

2021 North Central Regional Conference | October 2021

Shared Services Models

An Opportunity for Efficiencies

By: Carolyn Farley, DIRTT Environmental Solutions | Chenise Ryan, University of Alabama at Birmingham | Melissa Shuter, University of Louisville | Lee Smith, Huron Consulting Group Inc

Come discover new ways to improve the experience of your campus community by driving both space and personnel efficiencies.
Abstract: This session will explore current shared service models that have achieved winning results for the campuses they serve, including financial successes, space efficiency, and customer satisfaction. Identifying opportunities to develop efficiencies among staff roles and campus space can be useful ways to save money and provide a higher level of service through co-location. Come discover new ways to improve the experience of your campus community by driving both space and personnel efficiencies.

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Conference Recordings

Published
October 4, 2021

2021 Southern Regional Conference | October 2021

Shared Services Models

An Opportunity for Efficiencies

By: Carolyn Farley, DIRTT Environmental Solutions | Chenise Ryan, University of Alabama at Birmingham | Melissa Shuter, University of Louisville | Lee Smith, Huron Consulting Group Inc

This session will explore current shared service models that have achieved winning results for the campuses they serve, including financial successes, space efficiency, and customer satisfaction.
Abstract: This session will explore current shared service models that have achieved winning results for the campuses they serve, including financial successes, space efficiency, and customer satisfaction. Identifying opportunities to develop efficiencies among staff roles and campus space can be useful ways to save money and provide a higher level of service through co-location. Come discover new ways to improve the experience of your campus community by driving both space and personnel efficiencies.

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Conference Recordings

Published
July 13, 2021

2021 Annual Conference | July 2021

Higher Education’s Financial Trajectory

Are We at an Inflection Point?

By: Susan Fitzgerald, Moody’s Investors Service, Global Higher Education and Nonprofit Ratings | Michael Osborn, Moody’s Investors Service, Global Higher Education and Nonprofit Ratings | Debra Roane, Moody’s Investors Service, Global Higher Education and Nonprofit Ratings

Moody's will discuss the financial outlook for the higher education sector over the next two years and beyond.
Abstract: The external environment confronting colleges and universities continues to rapidly evolve, driven by lingering effects of the pandemic, changing demographics and student preferences, a complex governmental funding environment, and exposure to a broad array of macroeconomic conditions. Moody's will discuss the financial outlook for the higher education sector over the next two years and beyond. Within that context, they will review how they assess the financial health of individual institutions, which are better situated to thrive and which may struggle, and trends in capital funding strategies.

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Example Plans

Published
March 5, 2021

Strategic Plan

Private Master’s College or University (Alabama, United States)

The university’s strategic plan details five broad goals with supporting strategies and measures for success. Focus centers on student success and leveraging technology for the 21st-century learning experience.

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Conference Presentations

Published
July 14, 2019

2019 Annual Conference | July 2019

Leveraging Software to Improve Academic Programs and Faculty Hiring

By: Patrick McDonald,Molly Wilson

Abstract: Determining where to invest in terms of academic programming and staffing can oftentimes be difficult due to competing interests by academic programs as well as a lack of resources. This session will describe how one university sought to improve academic planning and resource allocation within their academic units, and the software solution they used to do it. We'll discuss the university's example and broader best practices for reviewing metrics in research, finances, benchmarking, and predictive modeling as well as staffing and resource allocation related to academic planning.

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Planning for Higher Education Journal

Published
July 1, 2013

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Employing College and University Credit Ratings as Indicators of Institutional Planning Effectiveness

By: Gabriel Ramon Serna

Credit ratings can be an integral component of the planning process, particularly as an implicit indicator of institutional planning effectiveness.

From Volume 41 Number 4 | July–September 2013

Abstract: College and university credit ratings directly affect institutional budgeting and planning. Hence, they should be of special concern to those charged with institutional planning. This article underscores the critical role that the ratings issued by two major rating agencies play in institutional finances and planning. Because rating agencies take into account a broad range of criteria, credit ratings remain a robust indicator of creditworthiness and can serve as signaling devices regarding institutional market positioning. Therefore, decision makers should be aware of the importance of ratings as they seek to compete for students and resources in the short run and plan for the long term.

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Planning for Higher Education Journal

Published
December 1, 2003

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An Assessment of Capital Budgeting Practices for Public Higher Education

By: Derrick Manns

This study finds a need for new capital projects to include continuing, dedicated revenue streams for the project lifetime in order to avoid continuation of the current state of underfunded maintenance, especially in light of growing needs for upgraded research equipment and space.

From Volume 32 Number 2 | December–February 2003

Abstract: The capital renewal and replacement of the nation’s public higher education facilities has been a growing problem for several decades. While the need for new and improved facilities has increased over the years, many campuses simply have too many aging infrastructures that are too costly to replace. This, at a time when we have less than favorable economic conditions, only adds to the situation. As the age, size, and complexity of buildings continue to grow, so too does the amount of maintenance funding required to keep buildings in good working order. The purpose of this study was to assess and compare the 50 states’ efforts of funding public higher education capital needs. This study investigated areas relating to capital needs financing, planning, decision-making processes used in each state, available funding, and future directions in the various states. Of the 50 states, 41 states responded, representing 82 percent of the 50 states.

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Planning for Higher Education Journal

Published
December 1, 1985

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

By: Marvin W. Greenberg,Nancy S. Winterbauer

From Volume 14 Number 4 | 1986

Abstract: The process of devising a financial strategy to enhance its academic distinction began at Rutgers, a large, public, research university, in 1980 with a not uncommon statement of the Rutgers Board of Governors that sounded like many other mission statements. It used the expected phrases: continue development as a national and international resource by improving quality of instruction, research, and service; increase emphasis on scholarship; expand graduate and research areas of excellence; enhance programs to serve society's needs for broadly educated, humane, competent professionals to serve New Jersey's needs in education, business and industry, public policy studies, government, and other areas. But the Rutgers board did not see the statement as a platitudinous expression to be said and forgotten, and called upon the University administration to implement the statement with all due speed. What follows is the story of its implementation and the results of that action.

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