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Financial Planning

Recent resources tagged with Financial Planning.

Bringing Advancement Strategy to Life
Added by the EDUCAUSE Librarian
Title:Bringing Advancement Strategy to Life (ID: MWR08003)
Author(s):Dan Feely (TSI - Transforming Solutions Inc.) and Andrea Ballinger (University of Illinois at Urbana-Champaign)
Origin:Presented at Midwest Regional Conferences (03/17/2008)
Type:Presentations/Speeches
Abstract:

University costs continue to increase while state funding is being reduced. Many universities are pursuing strategies in advancement to remain competitive. But most universities' technology, processes, policies, and organization structure is not designed to enable these complex, cross-functional strategies. See how one large, complex university tackled this problem.

View this resource:
http://www.educause.edu/ir/library/pdf/MWR08003B.pdfPresentation
http://www.educause.edu/ir/library/powerpoint/MWR08003A.pptx1 page handout
http://www.transforming.com/industry_practice_areas/higher_education_detail.htmlTSI Higher Education Expertise
[Off site]
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Recommended Reading
Added by the EDUCAUSE Librarian
Title:Recommended Reading (ID: EQM08114)
Author(s):Mara Hancock (University of California, Berkeley)
Origin:EDUCAUSE Quarterly Articles (02/07/2008)
Type:Articles, Papers, and Reports
Abstract:

Mara Hancock reviews In Advancing Campus Efficiencies: A Companion for Campus Leaders in the Digital Era, written by Sally M. Johnstone and her WCET colleagues.

View this resource:
http://www.educause.edu/ir/library/pdf/EQM08114.pdf
http://connect.educause.edu/Library/EDUCAUSE+Quarterly/RecommendedReading/46044
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Technology Spending Survey '08
Added by the EDUCAUSE Librarian
Title:Technology Spending Survey '08 (ID: CSD5246)
Author(s):Ann McClure (University Business)
Origin:Contributed by Organizations or Campuses (11/29/2007)
Type:Articles, Papers, and Reports
Abstract:

Inside the minds-and budgets-of chief information officers and IT directors.

View this resource:
http://www.universitybusiness.com/viewarticle.aspx?articleid=960[Off site]
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Now Available: Latest Core Data Report on Campus IT Environments

Created by Elisa Coghlan (EDUCAUSE) on October 08, 2007

Core Data ServiceThe EDUCAUSE Core Data Service Fiscal Year 2006 Summary Report has just been released. This report summarizes data for the past fiscal year collected from more than 950 colleges and universities about their campus IT environments, practices, and policies. Respondents represent all enrollment sizes, Carnegie classes, and types of governance, as well as international institutions, providing a broad and deep view of the current IT environment in higher education. The full report can be viewed online free of charge.

Among the notable findings from the report are the following.

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ecoghlan's blog  Login to post comments  Read more  Send to Friend  1841 reads

Preparing the Next IT Leaders: Financial Management
Added by the EDUCAUSE Librarian
Title:Preparing the Next IT Leaders: Financial Management (ID: EQM0727)
Author(s):Karen L. Goldstein (Davidson College)
Origin:EDUCAUSE Quarterly Articles (2007)
Type:Articles, Papers, and Reports
Abstract:

The next generation of IT leaders must learn to navigate the complexities of higher education financial planning and negotiation.

View this resource:
http://www.educause.edu/ir/library/pdf/EQM0727.pdf
http://www.educause.edu/apps/eq/eqm07/eqm0727.asp
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IT Portfolio Management and Accountability in Higher Education
Added by the EDUCAUSE Librarian
Title:IT Portfolio Management and Accountability in Higher Education (ID: ERB0614)
Author(s):Walter G. Weir (University of Nebraska)
Origin:Documents Contributed by ECAR, Research Bulletins (07/03/2006)
Type:Articles, Papers, and Reports
Abstract:

IT portfolio management at the University of Nebraska is being used to address accountability in the broadest sense: strategic decision-making, project analysis, and performance-based reporting. The practice helps decision makers objectively determine which IT projects or systems should move forward and which ones must wait, when to involve others in the decision-making process, and which resources can help managers reach the best decisions. This research bulletin describes how IT portfolio management is structured and employed at the University of Nebraska.

View this resource:
http://www.educause.edu/ir/library/pdf/ERB0614.pdf
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Facing the Future: Creating a Vital Campus in a Time of Restricted Resources
Added by the EDUCAUSE Librarian
Title:Facing the Future: Creating a Vital Campus in a Time of Restricted Resources (ID: ENT06002)
Author(s):Alan E. Guskin (Antioch University Seattle)
Origin:Presented at Enterprise Technology Conferences (05/24/2006)
Type:Presentations/Speeches
Abstract:All indications show that the next decade will be a period of restricted fiscal resources for most colleges and universities while expenses continue to rise. Perhaps the most critical challenges we face are how we can enhance student learning and maintain or enhance the quality of faculty and staff work-lives in a time of limited resources.
View this resource:
http://www.educause.edu/ir/library/powerpoint/ENT06002.pps
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Staying in the Black
Added by the EDUCAUSE Librarian
Title:Staying in the Black (ID: ENT06017)
Author(s):Margaret F. Plympton (Lehigh University)
Origin:Presented at Enterprise Technology Conferences (05/24/2006)
Type:Presentations/Speeches
Abstract:Every budget cycle seems to bring a request for cuts. The days of adequate budgets, if there were any, are gone, and most institutions need to lower costs. Many institutions are funding critical production services with one-time funding. The speaker will share her experience in working through the must-keep priorities when you are faced with cuts in order to meet your budget.
View this resource:
http://www.educause.edu/ir/library/powerpoint/ENT06017.ppsStaying in the Black
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The Value of Teaching and Learning Technology: Beyond ROI
Added by the EDUCAUSE Librarian
Title:The Value of Teaching and Learning Technology: Beyond ROI (ID: EQM0625)
Author(s):Jonathan Mott (Brigham Young University) and Garin Granata (Brigham Young University)
Origin:EDUCAUSE Quarterly Articles (2006)
Type:Articles, Papers, and Reports
Abstract:

Measuring the value of an investment instead of dollar-for-dollar return provides a clearer picture of benefits and costs.

View this resource:
http://www.educause.edu/ir/library/pdf/EQM0625.pdf
http://www.educause.edu/apps/eq/eqm06/eqm0625.asp
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Doing More with Less: Finding Solutions That Don't Cost a Bundle
Added by the EDUCAUSE Librarian
Title:Doing More with Less: Finding Solutions That Don't Cost a Bundle (ID: NCP0655)
Author(s):Debbora Bartel Quayle (Hamilton College), Karen Schaffer (Hamilton College), and Krista Siniscarco (Hamilton College)
Origin:Presented at NERCOMP Conferences (03/21/2006)
Type:Presentations/Speeches
Abstract:Budgets are flat, demand is increasing, adding more staff isn't feasible, and cutting support is scary. Learn how Hamilton College adjusted its support models in three key areas (Help Desk, Faculty Support, and Installations) to manage demand without sacrificing customer service.
View this resource:
http://www.educause.edu/ir/library/powerpoint/NCP0655.ppsDoing More With Less
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