ERIC Number: ED185922
Record Type: Non-Journal
Publication Date: 1980
Reference Count: N/A
A Planning Manual for Colleges.
Dozier, John; And Others
A revised version of an earlier manual, "A College Planning Cycle" (1975), is presented. The concepts of planning and budgeting in colleges are introduced with emphasis on the importance of various participants in the process. The model of the National Association of College and University Business Officers (NACUBO) is described, and a logical approach to implementing the planning process is outlined. The NACUBO process is further detailed by relating the tasks involved to the planning participants, forms, and calendar. Revenue planning is also integrated with expenditure planning and evaluation is discussed as it relates to the process. Managerial control issues that are vital in translating plans into operational budgets are discussed. These issues include budget control, cash management, student financial aid, debt policy, capital budgets, and deferred maintenance. Four case studies that demonstrate how individual institutions may adapt the NACUBO model to their particular needs are presented. Planning forms for the fictitious Peoples College are referenced with the planning tasks, participants, and calendar dates outlined. In the appendix, a complete set of blank planning forms is included as a possible planning aid. (SW)
Descriptors: Budgeting, Capital, Case Studies, College Planning, Educational Finance, Expenditures, Financial Policy, Guides, Higher Education, Income, Models, Records (Forms), School Business Officials, Staff Role, Student Financial Aid
National Association of College and University Business Officers, One Dupont Circle, Washington, DC 20036.
Publication Type: Guides - Non-Classroom; Reference Materials - General; Reports - Evaluative
Education Level: N/A
Sponsor: Ford Foundation, New York, NY.
Authoring Institution: National Association of College and University Business Officers, Washington, DC.