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Planning for Higher Education Journal

Published
April 1, 2017

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So, You Need a New Chart of Accounts

Designing a new chart of accounts provides an opportunity to review and improve current practice and positively affect institutional financial data use and reporting.

From Volume 45 Number 3 | April–June 2017

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.

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Planning for Higher Education Journal

Published
April 1, 2017

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Redesigning a Budget Model with a Grassroots Approach

While redesigning a campus budget model could happen relatively quickly from a technical standpoint, time spent in extensive engagement, collaboration, and conversation is key to successful implementation.

From Volume 45 Number 3 | April–June 2017

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.

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Planning for Higher Education Journal

Published
October 1, 2015

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Disruptive Transition to an Integrated Organizational Planning and Resource Allocation Model

This is the story of how Glendale Community College in Arizona took intentional steps to integrate its strategic and operational plans with resources and assessment to develop a holistic approach to planning and implementation.

From Volume 44 Number 1 | October–December 2015

Abstract: The Glendale Community College integrated strategic planning model represents a significant paradigm shift at the institution. Rather than focus exclusively on the production of a strategic plan, the college now seeks to vertically integrate planning at the departmental, divisional, and college levels and horizontally integrate planning with resource allocation and assessment across the organization. This disruptive innovation allows the college to remain true to its mission and ensures the allocation of resources to strategic priorities linked to student success.

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