Calendar for Integrated Planning and Assessment Processes
Annual Goals and Reports / Budget Planning / Strategic Plan Assessment (2018-19)
date
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Mission & Strategic Plan Assessment Process |
Annual Goals and Report Process, aligning with Strategic Plan |
Budget Planning Process, aligning with Strategic Plan |
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September 21 |
Following their summer 2018 meetings, the Academic Assessment Committee (AAC) provide guidance to faculty assessing student learning and academic program effectiveness and the Institutional Effectiveness Committee (IEC) provided guidance to Administrators assessing effectiveness of Administrative Support Units. Feedback reports sent to Chairs, Deans, and Administrators |
(1) Discuss and agree upon Prior Year Administrative Approach |
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October 11 |
Board of Trustees provided with FY 2019 Operating Budget Projection and Prior Year |
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October 18 |
Trustee Mission & Strategic Plan Committee briefed on Strategic Working Group Plan |
Based on Consultant’s Report, VPs for Finance, Enrollment Management and Provost set the Enrollment Managements overall goals
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October 25 |
VP for Finance presents Proposed Budget Assumptions to President’s Cabinet for preliminary review |
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October 31 |
VP for Finance discusses centralized Capital Planning with the President’s Cabinet |
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November 7
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The Undergraduate entering freshmen and transfer number is finalized |
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November 26
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Expense Models with agreed upon Enrollment Management and Financial Aid Scenarios – Three- year budget model will reflect the Undergraduate enrollment – returning, Tuition Rate, Aid Budget, Room and Board Number and Rate, Graduate and all other rates and numbers, Unrestricted Gift Proposed Budget, and Proposed Salary and Benefits Rates
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November 28
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Vice Presidents review 2018-19 Annual Goals and Objectives and department plan. Anticipate entering 2019-20 Annual Goals and Objectives and any resource future resource requests that may be tied to objectives.
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November 30
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Acad. Dept. Chairs and Program Directors review Program Learning Goals and Objectives Curriculum Map in Taskstream |
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December 13
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Trustee Mission & Strategic Plan Committee briefed on Strategic Working Group Plan |
Board of Trustees reviews and approves the Three-Year Budget Projection (FY19-FY21) |
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December 14
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January 28
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Initial Opening Meeting and Instructions: Cost Center Managers provide Finance Office budget adjustment requests for FY20 – activate Taskstream process and instructions
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February 1
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February 15
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Deadline: Deans and Directors enter 2019-20 Annual Goals, Objectives & Resource requests in Taskstream for Vice President/Provost review. |
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February 27
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Deadline: Vice Presidents/Provost enter 2018-19 Annual Goals, Objectives & and Resource requests in Taskstream for President |
Deadline: Cost Center Managers
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March 18-22
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Spring Break
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Spring Break |
Spring Break |
March (TBD)
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Trustees briefed on KPI Dashboard and Strategic Working Group Progress
*Date to be determined post board meeting
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TBD, 2019
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March 26
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Finance Office integrates efficiencies and effectiveness plan into each Budget Model
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March 27
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Cabinet Reviews and President circulates draft of College-wide 2019-20 Annual Goal priorities, requesting feedback from College Community by April 26 |
Complete Final Draft of Core Revenue and Expense Model: President’s Cabinet discussion related to our strategies to prioritize proposed Strategic Initiatives for FY20 and beyond |
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April 12 |
Deadline: Each Faculty Member provides individual 2018-19 Faculty Activity Report to Chair/PD, Dean, and Provost |
Finalize Multi-Year Capital Plan with the CRC |
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April 16 |
President discusses draft of College-wide 2019-20 Annual Goal priorities with MC Senate |
Finance and HR complete review of Promotions, New Position Requests, Exceptions, Leaves, Sabbaticals, Adjuncts, etc. and Develop Projections |
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April 26 | Deadline: College community to provide President feedback on draft of College-wide 2019-20 Annual Goals |
Submission of Draft FY20 Operating and Capital Budget to the President |
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May 8 |
President’s Cabinet Budget Workshop to determine final FY20 budget assumptions, proposed operating and capital budget and strategic initiatives to be funded |
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May 17 |
Headcount Goals are Finalized based on deposit results |
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May 22 |
President’s Cabinet reviews and approves final FY20 budget with refined final operating and capital budget based on freshman, transfer and preliminary graduate results |
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May 30 |
FY20 Operating and Capital Budget finalized by the President |
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June 13 |
Board of Trustees reviews and approves Three Year Operating and Capital Budget (FY19-FY21) |
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June 14 |
Deadline: Chairs/Program Directors, and Directors Reporting to AVPs provide 2018-19 Annual Dept/Program Report and Outcomes Assessment Report (OARs) to Dean in Taskstream |
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June 20 |
Deadline: Deans and AVPs provide all 2018-19 Annual Reports to VPs/Provost in Taskstream. |
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June 27 |
Deadline: VPs/Provost provide all 2018- 19 Annual Reports (including division level from VP) to President in Taskstream. |
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July 8-26 |
Academic Assessment Committee (AAC) reviews 2018-19 Annual Reports |
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July 15-August 5 |
Institutional Effectiveness Committee (IEC) reviews 2018-19 Annual Reports |
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August 2019 (Date TBD) |
Academic Assessment Committee (AAC) provides feedback to College leaders. |
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August 2019 (Date TBD) |
Institutional Effectiveness Committee (IEC) provides feedback to College leaders. |