Learning Resources

Abstract: In an era of heightened accreditation expectations, declining resources, and increasing competition, tools such as integrated planning and budgeting, evidence-based decision-making (EBDM) processes, an overarching continuous quality improvement (CQI) framework, and up-to-date technology solutions for managing planning processes are no longer optional. While Mesa Community College (MCC) has a long history of planning, the integration of planning and budgeting was limited and our planning system was outdated (as in beyond end-of-life outdated). Additionally, planning and budgeting processes lacked EBDM practices and an overarching CQI framework. MCC’s Strategic Planning Committee set about remedying all of these issues and did so within the span of a year.

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.

Abstract: The advantages of thoughtful, well-structured strategic planning and decentralized budgeting are numerous. But they bring different and sometimes conflicting perspectives to high-stakes discussions within the institution. By recognizing and preparing for these tensions, the odds increase that their potential benefits will not be eroded or eclipsed by distractions or destructive forces and they can work in harmony to help an institution accomplish its goals in an increasingly challenging environment. The author considers specific tensions and conflicts and draws on the experience of a flagship public university to suggest ways to manage these tensions and reap the benefits of both approaches.

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.

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 introduces an emerging, innovative practice in higher education: Integrated Planning and Advising for Student Success (iPASS). A research-based iPASS implementation framework is examined through a case study of Guttman Community College (CUNY), which is one year into its iPASS work. This case study, which shares practices and initial findings that include high levels of student, faculty, and staff engagement, is relevant to practitioners and academic leaders considering the use of, or in the early stages of, an iPASS approach, as well as those interested in effectively integrating technology that leads to improved student success and transformative institutional change.

Abstract: In times of rapid economic and technological change, how can schools continue to provide relevant educations? At leading universities in Mexico and Singapore, bold shifts in pedagogy and planning are reimagining the very core of the college experience. Their approach is simple but revolutionary—emphasize learning techniques more than industry-specific knowledge; celebrate spaces and curricula that bring people together to accomplish shared goals; and cultivate opportunities for students to positively impact their community. Through inventing the 21st-century campus, these universities are creating students who are curious, well-rounded, and ready for tomorrow—where the only certainty is change.

Abstract: As efforts to stimulate innovation spring up across campuses, institutions need a comprehensive planning framework for the integrated planning of initiatives that support innovation. The campus can be viewed as an Innovation Landscape, and settings for collaborative creative activity—both physical and virtual—can infuse the campus fabric and become part of the daily experience of users. The Innovation Landscape Framework is a tool to help coordinate physical planning with organizational initiatives, engage a wide range of stakeholders, and enable a more widespread culture of innovation.

Abstract: The services required to support the strategic work of universities often exist in silos, and this disconnection can impede the advancement of new initiatives. To prepare for a complex new program, a number of analytical processes need to occur—background research, environmental scans, and benchmarking. To develop the initiative, strong facilitation and project management skills are also required. To ensure the initiative’s success, careful space planning and financial planning must exist along with the development of evaluative measures to monitor progress. This article describes how one university combined these services into a single department to more effectively support the strategic work of schools, divisions, and campus-wide programs.

Abstract: As the challenges that students face become increasingly complex and interwoven, student service providers must innovate in order to continue to connect users to their offerings. Moreover, those services must be planned for holistically with an aligned understanding of why, what, where, when, and how they will be delivered. This article draws on brightspot strategy’s work with more than 50 leading universities as an experience design and strategy consultancy as well as best practices from the field to share some of the approaches, tools, and lessons learned in designing services to meet the needs of today’s students.