Higher Education – Planning, Budgeting and Forecasting

Deloitte’s Higher Education – Planning, Budgeting & Forecasting (PBF) Model is a financial model used for forecasting the following types of PBF processes: > Higher Education Workforce and Personnel Expense planning, including adjunct/ part-time resources and multi-source funding of salaries and benefits,> Long-range tuition and enrollment planning > Profitability analysis by student department, and/or school > Grants planning and forecasting.


1 Enrollment and Budget Summary.jpg2 Global Assumptions.jpg3 Planning Assumptions.jpg


Tuition & Revenue modeling
  • Revenue planning including Tuitions, Grants, Endowments, Fees, and other types of revenues integrated with LR Tuition planning models.
Workforce and Personnel Expense Planning
  • Workforce and Personnel Expense planning designed for Higher Education to perform headcount, salary, and compensation planning. Ability to budget the many different types of employees/positions that Higher Education Institutions support. Also includes the ability to enable multi-source funding of salaries and benefits.
Long Range Modeling
  • Long-range Tuition and Enrollment Planning for multiple years. Includes driver-based and predictive forecasting models. Ability to leverage tuition and student headcount growth percentages or counts to enable top-down and bottom-up planning.
Flexible Integrations
  • MuleSoft for rapid and flexible integrations for actuals, employees/positions, students, and enrollments. Ability to integrate with Finance and HR ERP systems along with other activity-specific systems, such as Student Information Systems, and other internal and external data sources.
Student Analytics
  • Student Analytics integrated with budgeting to drive results-based performance budgeting


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Last update:
‎09-14-2020 01:59 PM
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