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.
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.

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.
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.
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.