Budget Models Resource Center

Budget models remain an area of scrutiny, as scores of institutions consider either adjustments to their current model or wholesale model changes. However, designing a hybrid budget model that aligns with an institution’s strategic priorities, mission, and culture requires hundreds of individual decisions—which can quickly become overwhelming.

Fortunately, the Business Affairs Forum has resources to assist CBOs and their teams at all stages of budget model redesign. Explore the three sections below.

  1. Establishing core budget model principles
  2. Building the budget model
  3. Leveraging the learnings of other institutions


1. Establishing core budget model principles

These resources are designed to help members identify and think through the most critical decisions they must make to build the best budget model for their institution.

Aligning the Budget Model to Strategic Goals (study)
Explore 13 executive-level budget model decision points that will help you create unit-level financial accountability, structure strategic reserves, and ensure units invest in institutional priorities.

Read the full study

Get the Budget Model Machine to Work for You (infographic)
Discover the 13 most important decision points to align your budget model with strategic priorities.

Download the infographic

Aligning the Budget Model to Strategic Goals (on-demand webconference series)

Download past webconferences on subvention, revenue allocation, cost accountability, and the executive-level framework.

Access now

How to build a better budget model (expert insight)

Learn about the three challenges to incremental budgeting.

Continue reading

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2. Building the budget model

These resources provide a guide to core elements of all institutional budget models.

Optimizing Institutional Budget Models (study)
Explore four executive-level lessons on budget design and a compendium of 29 budget model elements to help you develop a more strategic resource allocation system on your campus.

Read the full study

The Periodic Table of Budget Model Elements (infographic)
Discover 29 budget model elements that you can use to incentivize revenue growth, control costs, set performance targets, and support strategic priorities.

Download the infographic

Optimizing Institutional Budget Models (on-demand webconference series)
Download past webconferences on RCM and other common budgeting approaches as well as the elements that comprise a university budget model.

Watch "Watch "Beyond Incremental Budgets"

Watch "Budget Design Principles"

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3. Leveraging the learnings of other institutions

This resource enables you to compare and contrast the budget models in place at other institutions.

Compendium of Budget Model Profiles (resource)
Use this resource to compare different institutional budget models.

Download the profiles

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Next, Check Out

Compendium of Budget Model Profiles

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