We work closely with college and university leaders to ensure an effective balance between strategic needs and financial capabilities in the form of an integrated strategic financial and capital plan.
Kaufman Hall believes that strategic planning and financial planning are not discrete activities to be completed through disconnected processes. They are highly interrelated and interdependent disciplines that are the cornerstones of effective institutional and financial management.
When properly developed and implemented, the integrated strategic financial and capital plan serves as a blueprint for future growth. It brings key issues into focus by mapping out available financial resources and matching those resources with strategic capital requirements. It brings quantitative reasoning to the strategic plan. In short, a strong, integrated strategic financial and capital plan provides you with the knowledge needed to make informed strategic and operational decisions.
Our experts work closely with you to develop and implement a strategic financial and capital plan that:
- Links the institution's strategic mission and vision to measurable financial objectives
- Determines whether identified strategies are financially supportable given the institution's capital capacity
- Describes future financial risk in quantitative terms, considers alternative scenarios, and specifies sensible, proactive strategies to address expected or unexpected changes
- Enables the institution to react quickly and flexibly in a dynamic and complex marketplace
Financial performance must be sufficient to meet the cash flow requirements of your institution's strategic plan and, at the same time, maintain or improve its financial integrity within an appropriate credit and risk context. We ensure an effective balance between strategic needs and financial capabilities.
Contact an Advisor