Learning Resources

Where planning comes together. T​he power of SCUP is its community. We learn from one another, sharing how we’ve achieved success and, maybe more importantly, what we’ve learned from failure. SCUP authors, produces, and curates thousands of resources to help you prepare for the future, overcome challenges, and bring planning together at your college or university.
REFINED BY:    Budget Planning   X,   Clear All
Planning for Higher Education Journal

Academic Deans Reveal Their Leadership StylesLocked

Annual Budgeting Becomes an Exercise in How Authority is Enacted
From Volume 48 Number 3 | July–September 2020
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

A Guide for Optimizing Resource Allocation

Link Assessment, Strategic Planning, and Budgeting to Achieve Institutional Effectiveness
From Volume 48 Number 2 | January–March 2020
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.
Example Plans

Strategic Plan, Strategic Planning Website Locked

Public Master’s College or University (KY, United States)
Website presenting the university’s expedited and focused strategic planning process. To develop the plan, a core team, supported by multiple resource teams consisting of representatives from all constituencies, gathered input from nearly 2,000 stakeholders.

SCUP members, please login to view this resource

Planning for Higher Education Journal

No-Brainer or Brain-Twister?

Linking Planning and Budgeting
From Volume 45 Number 3 | April–June 2017
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

Responsibility Center Budgeting and Management “Lite” in University FinanceLocked

Why Is RCB/RCM Never Fully Deployed?
From Volume 45 Number 3 | April–June 2017
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?
Planning for Higher Education Journal

Planning at Mesa Community CollegeLocked

Integrated and Informed for Our Improvement
From Volume 45 Number 3 | April–June 2017
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

Organizing Financial Information to Support University Planning and AnalysisLocked

From Volume 45 Number 3 | April–June 2017
Before investing in complex and costly new technologies, first consider whether your institution would benefit from a redesigned chart of accounts.
Example Plans

Supporting Document Locked

(FL, United States)
Flowchart showing the budget planning process at the university.

SCUP members, please login to view this resource

Planning for Higher Education Journal

Engaging Faculty Senates in the Budget Planning ProcessLocked

From Volume 39 Number 4 | July–September 2011
The opinions of faculty may add to the development of productive strategies during tough economic times.

Integrated Resource and Budget Planning at Colleges and UniversitiesLocked

Published 2011
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.