Learning Resources

Abstract: The pandemic hit during a crucial part of Saint Paul College's annual planning process, forcing processes, events, training, and decision-making to move to a totally virtual environment. In addition to pivoting operations, Saint Paul College also faced uncertain financial conditions. In this session, we'll share best practices and lessons learned in virtually adapting the cycle of planning and budgeting processes to an uncertain, volatile, and virtual environment.

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

Abstract: Is a strategic plan necessary for institutional success? In preparation for a new strategic plan at UTEP, we reviewed literature and found many publications that described the procedures of plan making and also case studies of how plans are produced. We also found substantial literature that questioned the value of strategic plans. These findings prompted us to think about the historical and theoretical basis for strategic plans: How did they emerge, what is their theoretical value, and is there a right way to do them? In our article we offer surprising answers to these questions based on a review of a century of theory and planning literature.

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.

Abstract: The article presents a framework for integrating assessment, strategic planning, and resource allocation at all levels of an institution. For that purpose, data are collected from academic departments and non-academic units. They are then integrated with strategic planning metrics into an assessment report that identifies the resources that need to be allocated, and to evaluate progress toward developing a strategic plan. The framework can be applied at the departmental or unit level, as well as at the institutional level. It provides valuable input for the budget process and can be used for updates in strategic planning.

Abstract: We will explore how to yield better results by leading the budget process with annual planning rather than forcing planning within allocated budgets. This session will illustrate how to establish a thorough process that builds strong annual plans, which drive a transparent and fully-inclusive budget process for improved campus engagement in strategic planning. You will gain tools to develop a planning and budget alignment process at your institution that is data-informed, inclusive, transparent, and aligns with accreditation standards.

Abstract: Course schedules are often "rolled over" without understanding their impact on instructional budgets. Real-time scheduling and budget data allows for strategic decisions that balance student needs with institutional capacity. This session will demonstrate a process to develop a strategic scheduling and budget plan and make real-time, data-informed schedule adjustments that support institutional, departmental, and program budget goals. You will learn how to develop planning strategies that align scheduling with budget goals and how to make day-to-day decisions that maximize your ability to meet student needs.

Abstract: Institutions usually spend more on providing courses for some academic programs than others. Stakeholders need to decide where and how to allocate resources to support instruction. This session introduces recent best practices using the Delaware Cost Study data to facilitate 1) the identification of under-resourced academic programs and 2) decision making in faculty budgeting and staffing. You will leave this session ready to re-evaluate the metrics you use to support instructional budgeting decisions so you can identify under-resourced programs and accurately understand faculty hiring needs.