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Planning for Higher Education Journal

Organizing Financial Information to Support University Planning and Analysis

Journal Cover
From Volume 45 Number 3 | April–June 2017
By Mark Dingfield, Carolyn N. Ainslie
Planning Types: Resource Planning

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.

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