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Conference Recordings

Published
July 14, 2021

2021 Annual Conference | July 2021

A Mountain Climber’s Guide to Scrambling Through Change

By: Jacqueline Ashby, University of British Columbia-Vancouver

This session will discuss how to take key climbing skills—assessing a changing environment and determining which tools, resources, and expertise are needed to manage change—and apply them to higher education.
Abstract: Solo climbing mountainous terrain is like managing change in higher education—it requires meticulous planning, considerable effort, and the ability to adapt to a changing environment. This session will discuss how to take key climbing skills—assessing a changing environment and determining which tools, resources, and expertise are needed to manage change—and apply them to higher education. It will share a framework to plan for and manage change so you can achieve your personal and professional objectives.

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Conference Recordings

Published
July 12, 2021

2021 Annual Conference | July 2021

Building a Path Forward

Overcoming Pandemic Impacts on HBCUs

By: Anthony Brown, United Negro College Fund Inc | Troy Glover, DLR Group | Logan Hampton, Lane College | Yogesh Saoji, DLR Group | Leroy Staggers, Morris College

United Negro College Fund and HBCU college leaders will examine enrollment, instruction, student success, historic preservation, and fundraising in a post-pandemic world and explore how we can transform these challenges into successes.
Abstract: HBCUs have a tradition of providing affordable, culturally accessible higher education to minority and first-generation students as they support disadvantaged communities. The evolution of planning, partnerships, and pedagogy at HBCUs provides lessons for any stressed institution. United Negro College Fund and HBCU college leaders will examine enrollment, instruction, student success, historic preservation, and fundraising in a post-pandemic world and explore how we can transform these challenges into successes. Join the panel for an engaging discussion about physical, academic, financial, and operational strategies for reshaping and strengthening HBCUs and apply lessons learned to address diversity, equity, and inclusion at your institution.

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Conference Recordings

Published
March 19, 2021

2021 North Atlantic Regional Conference | March 2021

Designing the Money

Resilient Long-term Planning for CSCU's Sixteen Campuses

By: Keith Epstein, Connecticut State Colleges & Universities | William MacIntosh, G3 Architecture | Scott Page, Scott Blackwell Page

In this session, we'll share how Connecticut State Colleges and Universities (CSCU) applies a standard process to address its unique capital needs and withstand the test of time. CSCU maintains its 10-year capital plan in a dynamic environment to remain relevant and resilient for allocating resources equitably between its sixteen campuses with optimal effect.
Abstract: Establishing capital projects is typically a long-term effort with changes occurring over months. In this session, we'll share how Connecticut State Colleges and Universities (CSCU) applies a standard process to address its unique capital needs and withstand the test of time. CSCU maintains its 10-year capital plan in a dynamic environment to remain relevant and resilient for allocating resources equitably between its sixteen campuses with optimal effect. Come learn how a mission-driven, evidence-based capital planning approach responds to changing demographics and financial conditions while addressing specific facility and infrastructure needs in a wide variety of campus settings.

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Example Plans

Published
March 5, 2021

Strategic Plan

Private Master’s College or University (Alabama, United States)

The university’s strategic plan details five broad goals with supporting strategies and measures for success. Focus centers on student success and leveraging technology for the 21st-century learning experience.

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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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Tool

Published
October 2, 2020

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An Integrated Approach to Scenario Planning

Recovery Planning in a Volatile Environment

By: Nicholas R. Santilli, PhD, SCUP | Sadie Wutka, SCUP

No one can predict the future. That doesn’t mean it needs to be a total surprise. This toolkit will walk you step-by-step through scenario planning with instructions, examples, and worksheets that you can use to start scenario planning at your institution immediately.
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.

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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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