Learning Resources

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

Abstract: The article presents a framework for integrating assessment, strategic planning, and resource allocation at all levels of an institution. For that purpose, data are collected from academic departments and non-academic units. They are then integrated with strategic planning metrics into an assessment report that identifies the resources that need to be allocated, and to evaluate progress toward developing a strategic plan. The framework can be applied at the departmental or unit level, as well as at the institutional level. It provides valuable input for the budget process and can be used for updates in strategic planning.

Abstract: In April of 2017 the University System of Georgia (USG) launched a system wide initiative, known as the Comprehensive Administrative Review (CAR). The charge was to identify and implement administrative service improvement, efficiencies, and administrative cost savings that can be redirected to student success efforts and core academic programs. As Chair of the CAR Steering Committee, Dr. Marrero will outline the objectives of the CAR, the process, implementation and reporting structures, and the results to date. Furthermore, as a President of two USG comprehensive universities during the process of and initial implementation of CAR (University of West Georgia and Georgia Southern University), Dr. Marrero will provide an institutional perspective and insight into building a culture of high performance with a focus on evidence-based leadership, accountability, and continuous improvement. The session will highlight why investing in and engaging your people is critical in building a culture of continuous improvement.

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.

Abstract: Higher education’s resource situation is not good and is not expected to get better in the foreseeable future. Elite and wealthy institutions are relatively immune to these pressures, but the overwhelming majority of other institutions are continually struggling to match resources to mission. Several actions, though difficult and painful, would help reduce the gap between available resources and those needed to meet stakeholders’ needs. This session focuses on the need to employ a coordinated and aligned approach to planning, resource allocation, and assessment. It goes on to describe a proven practice for utilizing all three to match resources to mission—strategic resource allocation. Finally, it offers suggestions for initiating the conversation on your campus.

Abstract: The consolidation of administrative services into a centralized shared services model is increasingly common. Unfortunately, this move can be a rocky one, often encountering resistance and skepticism. Our session will focus on the implementation and optimization of a shared services model for academic services from both sides of the change—a person on the team leading the change and a key stakeholder undergoing the change. This session will provide you with information, skills, and approaches to ensure a pain-free implementation of a shared services model.

Abstract: Determining where to invest in terms of academic programming and staffing can oftentimes be difficult due to competing interests by academic programs as well as a lack of resources. This session will describe how one university sought to improve academic planning and resource allocation within their academic units, and the software solution they used to do it. We'll discuss the university's example and broader best practices for reviewing metrics in research, finances, benchmarking, and predictive modeling as well as staffing and resource allocation related to academic planning.

Abstract: The newly consolidated Augusta University implemented an annual planning and resource alignment process to streamline procedures and integrate strategic efforts across the institution. This process fosters transparency in each unit's accomplishments, challenges, and priorities by holding annual open hearings that culminate with executive-level feedback on units’ annual plans and prioritization for fiduciary support. You will gain ideas for implementing such a process at your institution by exploring timing considerations, content of hearings, planning templates, and follow-up reporting and monitoring.

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: Institutions are managing numerous student success initiatives simultaneously, but they lack the necessary data and infrastructure to evaluate outcomes. They also struggle to clearly link a particular initiative to a specific individual outcome. Using prediction-based propensity score matching (PPSM), a methodology compliant with the U.S. Department of Education’s What Works Clearinghouse’s requirements, we facilitated the analysis of key initiatives to measure efficacy, ensuring that outcomes of students participating are compared to control students with similar propensity. The recent work explored in this article helps two institutions understand the impact of their innovation and more precisely scale student support.