New and Revised: PSU’s Integrated Planning of Enrollment and Budget

IPEBEven though the start of the fiscal year is six months away, budget planning for Academic Affairs is in full swing for FY16-17. I hosted an OAA budget open forum on November 18 as an opportunity to reflect on FY14-15, take stock of our current fiscal year performance and trends, and describe the FY16-17 process.

I have hosted open budget forums on a quarterly basis starting in Fall 2014 and will hold forums again in Winter and Spring 2016. The November 2015 forum presentation and all past forum presentations are available on the Academic Affairs website.

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Debunking Myths: New Budget Model and Interdisciplinary Work

Welcome to our second vlog – a video blog.

I invited Margaret Everett, Vice Provost for International Affairs and Dean of Graduate Studies, and Stephen Percy, Dean of College of Urban and Public Affairs, to speak to PSU’s successes of how our new budget model, Integrated Planning of Enrollment and Budget (IPEB), helps us corroborate and carry out interdisciplinary work at PSU.

View our vlog to learn more about the University’s accomplishments in interdisciplinary work and our future plans.

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Reflecting on Academic Year 2014-15

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We cannot let the summer go by without reflecting on some of last year’s challenges and accomplishments. This blog post will not capture all that happened, but set the stage for the year ahead.

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New Vlog – Integrating PBB and SEM

It has been a beautiful summer in Portland and a good reason for me to take a hiatus from blogging. It is now time to get back to sharing ideas and information via my blog on a regular schedule.

On occasion, such as this one, I will “vlog” – the term cool kids use for a video blog. This vlog outlines the integration of Performance-based budgeting (PBB) and Strategic Enrollment Management Planning (SEM) now known as Integrated Planning-Enrollment & Budget at PSU. Have a listen to my vlog highlighting our presentation at the Society for College and University Planners (SCUP), where we discussed PSU’s innovative integration.

Let me know what you think about the new vlog format by commenting below.

SCUP Presentation

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Looking Under the Hood of Budget and Enrollment

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On June 25 and 26, almost 50 people filled a room in Cramer Hall for a work session on Strategic Enrollment Management Planning and Performance-Based Budgeting (SEM/PBB). On a beautiful Thursday and Friday, PSU deans, associate deans, fiscal officers, the chair and co-chair of the Faculty Senate Budget Committee, associate vice presidents, vice provosts, and a few vice presidents spent a day and a half sharing ideas for improving the SEM/PBB process.

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It Matters How We Look at Data

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Data has mattered to me my entire professional career. My cartographic training prepared me to use and display all types of data. I also taught courses in cartography – Geographic Information Science (GIS), Statistics, and Spatial Statistical Analysis.

Data can be powerful. Quantitative data is perceived to be concrete, accurate, precise and convincing. It is thought to represent the ‘unquestionable truth.’   We often ask: “What does the data show us?” “Where is the data to back that up?” “How much data do you have?”

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Understanding Performance-Based Budgeting Principles

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A faculty member on the Faculty Senate Budget Committee (FSBC) recently asked me if there are clear-cut and publicly available principles that govern the discussions and decisions for Performance Based Budgeting (PBB) at PSU.

PBB has moved PSU away from incremental based budgeting of our Education and General Fund Budget (E&G), which made it difficult to reflect growing or declining conditions to a new model that aligns resources with changing learning needs, program development, and demand, quality, support of faculty and innovation. PBB requires the work and input of many and has been an iterative process.

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