August 6, 2020
Integrated planning is important, but it's not enough—plans must be linked to budgeting and assessment in order to create real change and progress. This collection of SCUP resources will help you learn how to link these three essential processes.
If you want to ensure planning makes a real difference for your college or university, one of the best things to do is link it to resource allocation and assessment processes. It's also one of the hardest things to do.
This collection of SCUP resources will help advance the connections between planning, budgeting, and assessment at your institution. It includes:
An adaptable framework one university used to link assessment, strategic planning, and budgeting Four models for linking budgeting and planning, each based on the budget model your institution employs A step-by-step outline for developing a linked planning and budgeting process Advice for linking planning to a decentralized budgeting model
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Planning for Higher Education Journal
March 5, 2020
Link Assessment, Strategic Planning, and Budgeting to Achieve Institutional Effectiveness
By connecting assessment, strategic planning, and budgeting processes, the real needs and priorities of an institution are
revealed. Colleges and universities can adapt the provided, step-by-step framework to their own institutional structure and
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.
July 14, 2019
2019 Annual Conference | July 2019
Put Them Where They Will Do the Most Good
This session focuses on the need to employ a coordinated and aligned approach to planning, resource allocation, and assessment.
Abstract: Higher education’s resource situation is not good and is not expected to get better in the foreseeable future. Elite and wealthy institutions are relatively immune to these pressures, but the overwhelming majority of other institutions are continually struggling to match resources to mission. Several actions, though difficult and painful, would help reduce the gap between available resources and those needed to meet stakeholders’ needs. This session focuses on the need to employ a coordinated and aligned approach to planning, resource allocation, and assessment. It goes on to describe a proven practice for utilizing all three to match resources to mission—strategic resource allocation. Finally, it offers suggestions for initiating the conversation on your campus.
October 28, 2018
2018 Southern Regional Conference | October 2018
The newly consolidated Augusta University implemented an annual planning and resource alignment process to streamline procedures and integrate strategic efforts across the institution.
Abstract: The newly consolidated Augusta University implemented an annual planning and resource alignment process to streamline procedures and integrate strategic efforts across the institution. This process fosters transparency in each unit's accomplishments, challenges, and priorities by holding annual open hearings that culminate with executive-level feedback on units’ annual plans and prioritization for fiduciary support. You will gain ideas for implementing such a process at your institution by exploring timing considerations, content of hearings, planning templates, and follow-up reporting and monitoring.