Learning Resources

Abstract: The pace of change is getting faster, and it’s getting harder to anticipate what the future holds—and how your institution can prepare. Scenario planning can help your institution plan for a volatile and uncertain future. Scenario planning uses today’s forces and trends to imagine probable futures and what they could mean for your institution. It’s a flexible process that can inform your institution’s regular planning processes or be used as part of recovery planning in response to disruptions or catastrophic events.

An Integrated Approach to Scenario Planning is a toolkit that will walk you step-by-step through scenario planning. It includes instructions, examples, and blank worksheets that you can use to start scenario planning at your institution immediately. Don’t let your college or university get blindsided. Download your copy and prepare for the future.

Abstract: by Ricardo Azziz, Guilbert C. Hentschke, Lloyd A. Jacobs, and Bonita C. Jacobs
Johns Hopkins University Press
Baltimore, MD 2019
288 Pages
ISBN 9781421432601

Abstract: An Optimizing Academic Balance (OAB) analysis provides colleges and universities with effective tools to use in making strategic academic decisions needed to stay competitive in the context of institutional mission, program quality, market potential, cost, and revenue. The Association of Independent Kentucky Colleges and Universities recently completed a three-year statewide OAB project with the participation of 13 higher education institutions. The results supported the colleges and universities in making tough decisions.

Abstract: Data analytics related to student and institutional performance have evolved quite rapidly—and continue to advance—as the field of data science captures more attention across the higher education sector. And while data-informed decisions can help institutional leaders achieve their goals, there are increasing examples of analyses or visualizations that, when presented without the proper framework, result in misinterpretation and inaccurate conclusions. Context is critical, and erroneous deductions may lead to decisions that adversely affect student performance, program development, and policy changes.

Abstract: In order to meet students’ evolving needs and ensure an institution’s ongoing vitality, competitive proposals for campus programming require astute evaluation and vigorous assessment of ongoing institutional benefit. This session will detail strategies from three separate regional university initiatives to solicit, evaluate, adopt, and fund forward-thinking campus enhancements under significant budgetary constraints. Come and explore the successes and failures involved in these planning initiatives that focus on long-term student success, financial viability, programmatic quality, and institutional stability over two decades.

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.

Abstract: This article evaluates administrative bloat, the ballooning growth of administrative functions and personnel, in American higher education. This evaluation was undertaken through a review of the available literature describing administrative bloat. Though unintentional, increased spending and government requirements for accountability may have contributed to overall growth and cost in higher education. Similarly, the changing composition of faculty—in terms of tenure-track faculty, annual contracts, and adjunct faculty—may have also played a role in the increased influence that administration has over campus policy and curricular decisions. Strategies to mitigate the cost of administrative bloat and to balance campus decisions between faculty and administration are suggested.

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: This article presents a range of approaches for linking budgeting to planning. After briefly discussing the natures of planning and budgeting, it presents four conceptual categories of ways to link the two. The article defines these as structural, adaptive-incremental, devolved, and holistic/advanced. No one approach will be correct for all institutions. Even where there is a system in place to link planning and budgeting, this is unlikely to be enough unless there is firm, skilled, aligned, and distributed leadership to keep the system on track toward institutional goals.