- Planning Types
Planning Types
Focus Areas
-
A framework that helps you develop more effective planning processes.
- Challenges
Challenges
Discussions and resources around the unresolved pain points affecting planning in higher education—both emergent and ongoing.
Common Challenges
- Learning Resources
Learning Resources
Featured Formats
Popular Topics
- Conferences & Programs
Conferences & Programs
Upcoming Events
- Community
Community
The SCUP community opens a whole world of integrated planning resources, connections, and expertise.
Get Connected
Give Back
-
Access a world of integrated planning resources, connections, and expertise-become a member!
- Planning Types
Planning Types
Focus Areas
-
A framework that helps you develop more effective planning processes.
- Challenges
Challenges
Discussions and resources around the unresolved pain points affecting planning in higher education—both emergent and ongoing.
Common Challenges
- Learning Resources
Learning Resources
Featured Formats
Popular Topics
- Conferences & Programs
Conferences & Programs
Upcoming Events
- Community
Community
The SCUP community opens a whole world of integrated planning resources, connections, and expertise.
Get Connected
Give Back
-
Access a world of integrated planning resources, connections, and expertise-become a member!
Budget Planning
Blog Post
6 Integrated Planning Strategies and Tips We Learned at SCUP 2023
Every year at SCUP’s annual conference, over 1,000 of higher education’s leaders and innovators gather to share how they are advancing integrated planning at their college or university. Out of the wealth of tools, strategies, and tips shared at SCUP 2023, which took place earlier this month in Cleveland, here are six that stood out.Planning for Higher Education Journal
A Guide for Optimizing Resource Allocation
By connecting assessment, strategic planning, and budgeting processes, the real needs and priorities of an institution are revealed. Colleges and universities can adapt the provided, step-by-step framework to their own institutional structure and methods.Planning for Higher Education Journal
Academic Deans Reveal Their Leadership Styles
Academic deans adopt one of three approaches when developing the annual budget report for their colleges: distributed authorship, delegated authorship, or dominated authorship. Depending on the approach they select, deans can include and collaborate with their senior teams—or exclude, ignore, and alienate them. Their choice demonstrates how they lead.Planning for Higher Education Journal
Book Review: How University Budgets Work
This book serves as a primer for establishing a baseline by which academic leaders can participate in conversations regarding finances at their institutions.Example Plans
Budget Process Flowchart
Flowchart showing the budget planning process at the university.Example Plans
Calendar to Develop Annual Plans & Budgets for the 2022–23 Academic Year
The college recently redesigned its planning and budgeting process to strengthen alignment and improve communications. This calendar depicts the timeline for that process.Conference Presentations
Data-Informed Faculty Staffing and Budgeting by Programs
Planning for Higher Education Journal
Engaging Faculty Senates in the Budget Planning Process
The opinions of faculty may add to the development of productive strategies during tough economic times.ebook
Integrated Resource and Budget Planning at Colleges and Universities
This book is the culmination of several years of discussions, face-to-face roundtables, conference calls, and virtual meetings by SCUP’s Resource & Budget Planning Advisory Group. Each chapter is a tool crafted by experienced, on-campus peer-practitioners.Conference Presentations
Integrating Assessment, Strategic Planning, and Budgeting Processes in Higher Education
Planning for Higher Education Journal
No-Brainer or Brain-Twister?
While there is no one right way to link planning and budgeting, there is good practice: what works to influence behavior in the direction of institutional goals, supported by strong leadership.Planning for Higher Education Journal
Organizing Financial Information to Support University Planning and Analysis
Before investing in complex and costly new technologies, first consider whether your institution would benefit from a redesigned chart of accounts.Conference Recordings
Pivot! Planning During a Pandemic and Staying on Course
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.Conference Presentations
Planning and Budget Alignment
Planning for Higher Education Journal
Planning at Mesa Community College
Within the span of a year, it’s possible to make significant progress toward achieving and institutionalizing integrated planning and budgeting.Planning for Higher Education Journal
Responsibility Center Budgeting and Management “Lite” in University Finance
Despite its promise of revenue generation, cost reduction, and a host of other benefits, what is it about RCB/RCM that leads universities to deploy it only partially?Example Plans
Strategic Realignment of Resources Initiative
Website for a resource alignment initiative aligned with the institution’s strategic plan.Conference Presentations
Strategic Scheduling to Stay Within Budget
Example Plans
Success 2030
The institution’s 2020–2030 strategic plan.Example Plans
Success by Design
Website presenting the university’s expedited and focused strategic planning process.Planning for Higher Education Journal
Survival of the Financially Fittest
Leaders must look closely at financial trends that may reveal signs of trouble—in the short or immediate term—and have the courage to act to address them.Planning for Higher Education Journal
Transforming Data into Meaningful Information
Leaders in two different accreditation regions share best practices and lessons learned from their integrated planning evolution and its impact on operational efficiency and student learning.