SCUP
 

Learning Resources

Your Higher Education Planning Library

Combine search terms, filters, institution names, and tags to find the vital resources to help you and your team tackle today’s challenges and plan for the future. Get started below, or learn how the library works.

FOUND 35 RESOURCES

REFINED BY:

  • Tags: Capital FundingxBudget / Financex

Clear All
ABSTRACT:  | 
SORT BY:  | 
Conference Recordings

Published
July 15, 2021

2021 Annual Conference | July 2021

Pivot! Planning During a Pandemic and Staying on Course

By: Paula Kinney, Saint Paul College-A Community and Technical College | Nichole Sorenson, Saint Paul College-A Community and Technical College

In this session, we'll share best practices and lessons learned in virtually adapting the cycle of planning and budgeting processes to an uncertain, volatile, and virtual environment.
Abstract: The pandemic hit during a crucial part of Saint Paul College's annual planning process, forcing processes, events, training, and decision-making to move to a totally virtual environment. In addition to pivoting operations, Saint Paul College also faced uncertain financial conditions. In this session, we'll share best practices and lessons learned in virtually adapting the cycle of planning and budgeting processes to an uncertain, volatile, and virtual environment.

Member Price:
$35  | Login

Non-Member Price:
$50

Conference Recordings

Published
July 13, 2021

2021 Annual Conference | July 2021

Higher Education’s Financial Trajectory

Are We at an Inflection Point?

By: Susan Fitzgerald, Moody’s Investors Service, Global Higher Education and Nonprofit Ratings | Michael Osborn, Moody’s Investors Service, Global Higher Education and Nonprofit Ratings | Debra Roane, Moody’s Investors Service, Global Higher Education and Nonprofit Ratings

Moody's will discuss the financial outlook for the higher education sector over the next two years and beyond.
Abstract: The external environment confronting colleges and universities continues to rapidly evolve, driven by lingering effects of the pandemic, changing demographics and student preferences, a complex governmental funding environment, and exposure to a broad array of macroeconomic conditions. Moody's will discuss the financial outlook for the higher education sector over the next two years and beyond. Within that context, they will review how they assess the financial health of individual institutions, which are better situated to thrive and which may struggle, and trends in capital funding strategies.

Member Price:
$35  | Login

Non-Member Price:
$50

Conference Recordings

Published
July 12, 2021

2021 Annual Conference | July 2021

You Can’t Cut Your Way to Financial Stability

By: Valarie Avalone, Monroe Community College | Timothy Stokes, South Puget Sound Community College

This session focuses on the unique financial challenges facing community colleges due to the pandemic.
Abstract: This session focuses on the unique financial challenges facing community colleges due to the pandemic. In addition to a brief overview of the range of financial challenges being experienced by the sector, two campus-based leaders will describe the reality at their respective institutions. The session will highlight the role integrated planning, aligned with resource management, plays in establishing financial stability that can support enhanced institutional effectiveness.

Member Price:
$35  | Login

Non-Member Price:
$50

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.

Member Price:
Free  | Login

Member-only Resource

Join now to have access

Planning for Higher Education Journal

Published
December 2, 2020

Featured Image

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

Member Price:
Free  | Login

Member-only Resource

Join now to have access

Conference Recordings

Published
October 20, 2020

2020 North Central Regional Conference | October 2020

Go Nowhere Without a Partner

By: Jamie Greene, Principal, planning NEXT | Robb Coventry, Director, Facilities Planning, Design & Construction, Columbus State Community College

This session will demonstrate how to meet complex needs for economic mobility and the workforce through several diverse partnerships. You’ll learn about various sources you can use to achieve successful project results as well as how you can nurture your campus and community partnerships for the long term.
Abstract: It’s now more important than ever for higher education institutions to leverage resources and demonstrate their relevancy to the students and communities they serve. This requires creativity and grit. This session will demonstrate how to meet complex needs for economic mobility and the workforce through several diverse partnerships involving campus buildings, major public realm investments, and a $300 million public-supported levy. You’ll learn about various sources you can use to achieve successful project results—city capital and operational money, voters, private sector—as well as how you can nurture your campus and community partnerships for the long term.

Member Price:
$35  | Login

Member-only Resource

Join now to have access

Conference Recordings

Published
October 5, 2020

2020 Southern Regional Conference | October 2020

The Spectrum of Space and Capital Planning in Florida and Georgia

By: Paul Leef, SmithGroup | Chris Kinsley, New College of Florida | Daniel Sniff, Lexington Design Group | Jon Hoffman, SmithGroup

The Florida State and Georgia University Systems employ varied approaches to their space standards, planning, and capital programs. We’ll compare these approaches and discuss best practices for determining the effectiveness of space use and the planning process.
Abstract: Space planning and capital programming should reflect an institution’s role and mission. Relating data analysis to institutional priorities is key to effectively communicating institutions’ needs to funding agencies. The Florida State and Georgia University Systems employ varied approaches to their space standards, planning, and capital programs. We’ll compare these approaches and discuss best practices for determining the effectiveness of space use and the planning process. Come learn about accuracy in space planning metrics, how to appropriately apply them in campus-wide planning and building programming, and how to relate needs to your institution’s strategic goals and performance indicators for funding.

Member Price:
$35  | Login

Non-Member Price:
$50

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.

Member Price:
Free

Non-Member Price:
Free

ebook

Published
August 6, 2020

Featured Image

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

Member Price:
Free  | Login

Non-Member Price:
$45

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.

Member Price:
$35  | Login

Non-Member Price:
$50