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Planning Insights

Strong planning builds the bridge between today’s challenges and tomorrow’s opportunities. At Avalar Advisors, we combine practical expertise with forward-looking strategies to help higher education and public sector leaders move beyond the details and see the bigger picture. In this space, we share approaches, models, and lessons learned that can help you modernize processes, connect data, and elevate planning into foresight.

Image by Ken Theimer

Higher Education Planning

College Lecture

Position Management

& Compensation

College Lecture

  1. Salary, Merit, & COLA

  2. Benefits & Payroll Taxes

  3. Collective Bargaining Agreements

  4. Steps, Allowances & Stipends

  5. Allocations and Shared Funding

  6. Attrition & Vacancy Savings

  7. Headcount & FTE's​

  8. Position Management

  9. Position Requests & Approvals

  10. Faculty Demand Planning

Financial Report

Reporting, Dashboards,

& Insights

Financial Report

  1. Board Presentations & Decks

  2. Annual Reporting

  3. Ad-hoc Reporting

  4. Persona-based Dashboards

  5. OfficeConnect Reporting in Excel

  6. RCM & Programmatic P&L's

  7. Tying Student & Financial Data

  8. Workforce Planning Insights

  9. Budget vs. Actuals

  10. Scenario Reporting & Comparisons

Higher Education Planning
Working Together

Budget Development & Expense Management

Working Together

  1. Zero Based Budgeting

  2. Operating Expense Planning

  3. Historic Trending

  4. Budget Requests

  5. PO & Contract Management

  6. Capital & Project Expense Planning

  7. Grants Planning

  8. Software & Amortization

  9. Debt Planning

  10. Shared Service Allocations

Graduates Holding Diplomas

Revenue & Fund Balance Planning

Graduates Holding Diplomas

  1. Tuition & Fees

  2. Student Financial Aid

  3. Enrollment & SIS Data

  4. Room & Board

  5. Gifts & Advancement

  6. Grants Revenue

  7. Fund Balance Management

  8. Endowment & Investments

  9. Auxiliary Revenues

  10. Athletics & Arena Planning

Image by Jeffrey Clayton

Public Sector Planning

Public Sector Budgeting & Reporting
Experts Panel

Position Management

& Compensation

Experts Panel

  1. Salary, Merit, & COLA

  2. Benefits & Payroll Taxes

  3. Collective Bargaining Agreements

  4. Steps, Allowances & Stipends

  5. Allocations and Shared Funding

  6. Attrition & Vacancy Savings

  7. Headcount & FTE's​

  8. Position Management

  9. Position Requests & Approvals

  10. Population-based Staffing

US Flag

Taxes, Utilities, Grant, and Other Revenues 

US Flag

  1. Property & Other Taxes

  2. Fees & Permits

  3. Historic & Trend Run Rates

  4. State Appropriations

  5. Fund Balances

  6. Grant Revenue Planning

  7. Investments

  8. Utility Revenues

  9. Special District Specific Revenues

  10. Other Revenues

Working in Office

Budget Development & Expense Management

Working in Office

  1. Zero Based Budgeting

  2. Operating Expense Planning

  3. Historic Trending

  4. Budget Requests

  5. PO & Contract Management

  6. Capital & Project Expense Planning

  7. Grants Planning

  8. Software & Amortization

  9. Debt Planning

  10. Shared Service Allocations

Working with Financial Documents

Reporting & Key Performance Indicators

Working with Financial Documents

  1. Budget vs. Actuals

  2. Scenario Reporting & Comparisons

  3. Ad-hoc Reporting

  4. Persona-based Dashboards

  5. OfficeConnect Reporting in Excel

  6. Position Reconciliation

  7. Capital Project Summary

  8. Grants Reporting

  9. Fund Balance Reconciliation

  10. ACFR & Budget Book

Connect with Avalar Advisors for expert guidance.

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Get in touch

 

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