Learning Resources

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.

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.

Abstract: As efforts to stimulate innovation spring up across campuses, institutions need a comprehensive planning framework for the integrated planning of initiatives that support innovation. The campus can be viewed as an Innovation Landscape, and settings for collaborative creative activity—both physical and virtual—can infuse the campus fabric and become part of the daily experience of users. The Innovation Landscape Framework is a tool to help coordinate physical planning with organizational initiatives, engage a wide range of stakeholders, and enable a more widespread culture of innovation.

Abstract: Establishing the need for both academic program and facilities expansion is key to the success of any long-range planning process. Analyzing return on investment (ROI) is a beneficial yet underutilized metric to use in validating those needs. In a time when public funding is decreasing, it is advantageous to develop capital improvement plans that demonstrate how to achieve maximum financial benefits from the investment in major construction and renovation projects. This article demonstrates how a comprehensive master facilities planning process at Central Piedmont Community College in Charlotte, NC, will help persuade county officials to support a $687 million capital campaign resulting in a positive ROI to students, the institution, and the community.

Abstract: Much like routine dental exams, accreditation reviews can create anxiety and generate short-term institutional activity that simulates long-term healthy habits. Authentic, ongoing planning and assessment aligned with accreditation standards reduces anxiety and produces successful results through holistic, efficient, and sustainable efforts. This session shares how one institution efficiently integrated and aligned planning and assessment activities with accreditation standards and cycles. We'll discuss how you can adapt a similar process at your institution so your institution can avoid redundant activities while achieving optimal institutional wellbeing.