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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

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

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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Planning for Higher Education Journal

Published
April 1, 2017

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Organizing Financial Information to Support University Planning and Analysis

Before investing in complex and costly new technologies, first consider whether your institution would benefit from a redesigned chart of accounts.

From Volume 45 Number 3 | April–June 2017

Abstract: As colleges and universities plan efforts to improve financial reporting and analysis, which often entail making costly investments in new systems and tools, they should first evaluate whether to redesign the institution’s chart of accounts. The chart of accounts is the DNA of financial reports and is used to track financial activity across the institution. This article proposes a planning, evaluation, and design process for a new chart of accounts and identifies key considerations for leaders undertaking this effort.

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Planning for Higher Education Journal

Published
April 1, 2017

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Beyond the Headlines

The Mechanics of a Tuition Reset

Might a tuition reset be right for your institution? This article is a behind-the-scenes look at the yearlong process of a tuition reset at Rosemont College.

From Volume 45 Number 3 | April–June 2017

Abstract: Beginning with the 2016–2017 academic year, Rosemont College took the bold step of reducing its tuition by 43 percent in an initiative termed “Our Tuition Promise.” The initial announcement generated national news coverage and resulted in a significant increase in applications.
Rosemont made this shift because it believed it was the right thing to do and was in keeping with the college’s mission and values. The process from start to finish was the result of a year of research and careful planning. While the headlines were big and up-front with the basic details, here is a behind-the-scenes look at how Rosemont College reset its tuition.

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Planning for Higher Education Journal

Published
January 1, 2017

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Planning for Diversity

Charting New Territory

Exploring new ways to accommodate space needs for transgender people, nursing mothers, and nondenominational serenity environments.

From Volume 45 Number 2 | January–March 2017

Abstract: This article presents the research, design options, and space planning guidelines prepared for Montgomery College specifically for spaces designed to address the needs of an increasingly diverse student body. The guidelines cover gender-inclusive restrooms and locker facilities for transgender people, lactation rooms for nursing mothers, and serenity space for an increasing Muslim population and others. Extensive research conducted by Stantec and Inquiry2Solutions informed the guidelines. The research included a review of the college’s institutional policies and governance structure; interviews with students, faculty, and staff as well as colleagues across the United States and personnel from relevant professional associations; and discussions with associations that support the needs of LGBTQ students and institutions that have begun to address these kinds of space planning. Foremost, the planning team learned that there are few space planning guidelines to meet these needs.
Montgomery College is charting new territory with the adoption of these space planning guidelines and has helped establish an important benchmark in this emerging area of campus planning.

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Planning for Higher Education Journal

Published
July 1, 2016

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Public Institution Governing Boards

The Invisible Key Factor in Diversity Planning

If diversity efforts are to have a chance on college campuses, then governing bodies have to be active players.

From Volume 44 Number 4 | July–September 2016

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ebook

Published
December 14, 2015

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Learning Space Design for the Ethnically Diverse Undergraduate Classroom

This pilot study was conducted to evaluate how space contributes to the learning outcomes of a demographically diverse class of students at Morgan State University, a Historically Black Institution.
Abstract: Recently, education researchers have emphasized the redesign of learning spaces to better accommodate pedagogical change. In particular, studies have found evidence of the relationship between the built environment and learning outcomes—however, no current studies have deliberately focused on the “minority majority” feature of America’s future student composition.

This pilot study was conducted to evaluate how space contributes to the learning outcomes of a demographically diverse class of students at Morgan State University, a Historically Black Institution. Based on the neurobiological literature on environmental enrichment, the authors hypothesized that an enriched learning environment will correlate with increased student activity (directed movement) and engagement (with other students, with room features) and result in significantly improved learning outcomes for an ethnically diverse student group.

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Planning for Higher Education Journal

Published
October 1, 2015

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Disruptive Transition to an Integrated Organizational Planning and Resource Allocation Model

This is the story of how Glendale Community College in Arizona took intentional steps to integrate its strategic and operational plans with resources and assessment to develop a holistic approach to planning and implementation.

From Volume 44 Number 1 | October–December 2015

Abstract: The Glendale Community College integrated strategic planning model represents a significant paradigm shift at the institution. Rather than focus exclusively on the production of a strategic plan, the college now seeks to vertically integrate planning at the departmental, divisional, and college levels and horizontally integrate planning with resource allocation and assessment across the organization. This disruptive innovation allows the college to remain true to its mission and ensures the allocation of resources to strategic priorities linked to student success.

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Planning for Higher Education Journal

Published
January 1, 2015

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Maximizing Impact

Purposefully Incorporating Diversity Efforts Within Postsecondary Systemwide and Institutional Strategic Plans

Only when diversity is purposefully included in a strategic plan can true diversity strategic planning take place.

From Volume 43 Number 2 | January–March 2015

Abstract: Postsecondary institutions are increasingly becoming more diverse. To ensure that the campus culture is appreciative of such diversity, many institutions are including language in their policies and implementing programs that demonstrate their commitment to diversity. One such means for communicating institutional commitment to diversity is through the strategic plan. As the basis for establishing institutional priorities and determining which initiatives get funded, the strategic plan can reflect the institution’s true commitment to diversity by purposefully incorporating plans for diversity throughout the document. This research sought to understand what was already being done in regard to diversity and strategic planning at both the system and individual institution level so that information can be relayed about what works and has the greatest impact and therefore should be considered when developing a strategic plan that pays attention to and appreciates diversity. Findings suggest that although institutions are including diversity initiatives in their strategic plans, there needs to be greater attention paid to diversity within the strategic plan.

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