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Compendium of Budget Model Profiles

How 30+ Institutions Structure Revenue and Cost Allocations, Subvention, and Strategic Reserves

Leveraging the learnings of successful budget model changes

Given the multitude of decisions involved in budget model design, institutions navigating the process often seek comparators. However, efficiently identifying institutions to network with or models to emulate can be challenging. Fortunately, rather than starting from scratch, leaders can benefit from this compendium, featuring the collective learnings of colleges and universities that changed budget models in the past.

Download the complete publication or explore the contents below to learn how institutions across the industry are structuring budget models to achieve financial goals, identify institutions with particular demographic profiles or budget model elements of interest, and review the most important design elements of profiled institutions’ budget models.

Facilitating budget model comparisons and knowledge-sharing

This publication is designed to help institutions more efficiently and effectively compare different campus models, providing standardized budget model information from a large and diverse set of institutions. The first section of this publication is a list of industry-wide trends in budget model design, gleaned from analyzing dozens of budget models across higher education. The second section is a model comparison matrix, providing a “side-by-side” overview of 33 profiled institutions’ most important budget model design elements. The third section is a compilation of 33 detailed institutional budget models.

Discover 8 principles for successful budget model redesigns

Industry-wide trends in budget model redesign

Discover 15 executive-level takeaways based on EAB’s analysis of diverse models across higher education to gain a macro-level understanding of how institutions use budget models to incent revenue growth, cost reduction, and unit-level investment in institutional priorities.

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Model comparison matrix

Compare and contrast high-level budget model snapshots from 33 different institutions comparing key model mechanisms and structures to identify institutions with particular demographic profiles or budget model elements of interest.

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Detailed budget model profiles

Review detailed descriptions of the most important design elements of profiled institutions’ budget models to learn how those institutions allocate revenues to units, cover central overhead costs, fund central strategic investments, and structure subvention.

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