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Your Higher Education Planning Library

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Planning for Higher Education Journal

Published
December 2, 2020

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Book Review: How University Budgets Work

By: Salvador D. Aceves, EdD

This book serves as a primer for establishing a baseline by which academic leaders can participate in conversations regarding finances at their institutions.

From Volume 49 Number 1 | October–December 2020

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

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Webinar Recordings

Published
August 20, 2020

Creating a More Adaptive Institution in the Wake of COVID-19

By: Moderators: Elliot Felix, Founder & CEO, brightspot; Adam Griff, Managing Director, brightspot | Presenters: Shawna Dark, Chief Academic Technology Officer & Executive Director, Research, Teaching, and Learning, University of California, Berkeley; Cedric Howard, Vice President for Enrollment & Student Services, SUNY Fredonia; Marla Love, Senior Associate Dean of Students, Diversity and Equity, Cornell University; Rick Straka, Vice President of Finance and Administration, Minnesota State University, Mankato; Lora Strigens, Vice-President for Planning and Facilities Management, Marquette University

This interactive panel discussion will bring together different institutions’ perspectives from facilities, technology, student services, and finance to understand the impact of COVID-19 on institutions and their student experience. The discussion will be organized in three parts, each with a prompt to inform the discussion, a poll to take the pulse of the audience, and an open discussion among panelists.
Abstract: How can colleges and universities become more adaptive in the wake of COVID-19? This interactive panel discussion will bring together different institutions’ perspectives from facilities, technology, student services, and finance to understand the impact of COVID-19 on institutions and their student experience.

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ebook

Published
August 6, 2020

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Collection: Linking Resource Allocation to Planning and Assessment

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.
Abstract: 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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Conference Recordings

Published
July 24, 2020

2020 Annual Conference | July 2020

Addressing the Financial Consequences of the COVID-19 Pandemic

By: Larry Goldstein, President, Campus Strategies, LLC

Join us to discuss short-term, medium-term, and long-term approaches to retrenchment and find out which solutions can most benefit your institution in this time of financial uncertainty.
Abstract: Effectively managing the financial fallout from the COVID-19 pandemic is critical to institutional survival. This session will focus on retrenchment and even delve into the taboo issue of financial exigency; there are numerous factors to consider when carving up a budget and, if not done carefully, retrenchment can permanently damage an institution. Join us to discuss short-term, medium-term, and long-term approaches to retrenchment and find out which solutions can most benefit your institution in this time of financial uncertainty.

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Planning for Higher Education Journal

Published
July 17, 2020

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Academic Deans Reveal Their Leadership Styles

Annual Budgeting Becomes an Exercise in How Authority is Enacted

By: Nathan Harris

Academic deans adopt one of three approaches when developing the annual budget report for their colleges: distributed authorship, delegated authorship, or dominated authorship. Depending on the approach they select, deans can include and collaborate with their senior teams—or exclude, ignore, and alienate them. Their choice demonstrates how they lead.

From Volume 48 Number 4 | July–September 2020

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.

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Conference Presentations

Published
July 14, 2019

2019 Annual Conference | July 2019

Planning and Budget Alignment

Put the Annual Plan in the Driver's Seat

By: Kimberley Turner-Rush

Abstract: FLEXSpace—The Flexible Learning Environments eXchange—and the Learning Space Rating System (LSRS) are tools that can help you plan, design, assess, and improve learning spaces on your campus. In this session, you will learn about the newly released FLEXspace 2.0 along with the LSRS. We'll cover the features and benefits of both tools and how they can be incorporated into the planning process. Come learn how to use these tools to inform designs and support end users from planning through post occupancy.

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Conference Presentations

Published
July 14, 2019

2019 Annual Conference | July 2019

Data-Informed Faculty Staffing and Budgeting by Programs

By: Thomas Eleuterio, Ti Yan

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.

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Conference Presentations

Published
July 14, 2019

2019 Annual Conference | July 2019

Integrating Assessment, Strategic Planning, and Budgeting Processes in Higher Education

By: Hiba Itani,Dania Salem

Abstract: FLEXSpace—The Flexible Learning Environments eXchange—and the Learning Space Rating System (LSRS) are tools that can help you plan, design, assess, and improve learning spaces on your campus. In this session, you will learn about the newly released FLEXspace 2.0 along with the LSRS. We'll cover the features and benefits of both tools and how they can be incorporated into the planning process. Come learn how to use these tools to inform designs and support end users from planning through post occupancy.

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Free

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Planning for Higher Education Journal

Published
April 1, 2017

So, You Need a New Chart of Accounts

By: Carol D. Rylee

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

Redesigning a Budget Model with a Grassroots Approach

By: Maria R. Anguiano, Jason Rodriguez

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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