Campus Planning and Resource Committee (CPARC) May 4, 2017 Campus Planning And Resource Committee
Charge Consistent with Faculty Senate motion 31-16 (May 5, 2016), the Committee will assume certain responsibilities as successor to JTFSO and JTFRA: Undertaking, through a subcommittee established for this purpose, input on and § review of the implementation of the annual budget process , including preparation of the FY18 budget, with a view to ensuring that the resource allocation system serves the purposes of aligning resources with values and goals, transparency, and consultation, and with recommending adjustments as needed ; Fully integrating the work of the Joint Subcommittee on Administrative Costs and § Services no later than the end of the Fall 2016 semester; Encouraging ongoing efforts to pursue campus-wide priorities, including, but not § limited to, the campus’s Diversity Plan, plans for Internationalization, and an Outreach and Engagement Strategy. 2 Joint Task Force for Resource Allocation 2 Campus Planning And Resource Committee
Campus Budget Planning Process Insufficient feedback to departments on whether their plans and/or budgets have § been approved at subsequent levels. Insufficient opportunity for departments and colleges to express their perspectives § on the impacts of budgetary and trend changes. Confusion regarding what is due to whom, with whom discussions are to take place, § and at what point these discussions will occur. Year to year budgets do not fully account for plans and budgetary commitments that § are multi-year in nature. The planning and budget process currently focuses only on financial resources, but § often space and facilities are critical to plans for improvement. Lack of clarity regarding the relationship between academic planning and unit § planning for administrative and support services. Lack of clarity regarding what is represented in the process (central base funding § only? internal college distributions?). Useful and timely discussion of the process and its results. § Insufficient guidance on expectations for unit planning and budget proposals, and § insufficient advice on how to focus on the useful and avoid busy work. Insufficient formal opportunities for student input. § 3 Joint Task Force for Resource Allocation 3 Campus Planning And Resource Committee
Campus Budget Planning Process Starting Point Department Budget Plans College Roll-Ups AA Roll-Up Decisions and Outcomes Schools and Colleges 1. Taking Stock 1. Resource Status 1. Resource Status Summary 1. Overall 1. Approved and Funded FY Plans • Review strategic plans and progress • Capacity for basic quality and effectiveness • Capacity for basic quality and effectiveness • Endorsed use of existing resources summary • Review approved FY plan • Changes in demand and resources • Changes in demand and resources • Campus strategic investments 2. Resources • Appraise changes in situation (performance metrics, • Approved hiring plan reflecting both 2. Review/Affirm Priorities for Improvement 2. Review/Affirm Priorities for Improvement prioritized • Integration with space and facilities activity indicators, direct student feedback) • College-Level • From strategic plans across planning 2. Setting the Context • 1-3 year timeframe • Highlighted departmental/cross-unit Years Funding/Facilities academic • Financial projections (campus and college, all 2. Endorsed Priorities for Current Goal Actions � 1 � 2 � 3 � Current � New 3. Prioritized resource requests and A&S sources) Improvement • Proposed hiring plan (existing resources) • Projected changes in activity units • College-Level • Campus strategic investment (inc. new faculty) • Implications of budget model information • Departmental • Corollary space and facilities requests Hiring plans Revised (existing $) Roll-up for Draft for Discussion approved Provost Planning data School/ Plan Strategic Provost/Dean Discussion compiled/ College, EA Endorsed by investments Projections Priorities Proposal to Revised Plan discussion (TBD) available guidelines Dean/VC approved available approved Dean/VC for Discussion Governance Dean/VC Discussion (CCP, CLC/Deans discussion discussion with student advisory discussion EA Roll-up for departments boards, other discussion TBD) CLC/Deans Campus discussion discussion (inc. student advisory boards) September/October October/November November/December Intersession February/March April/May June/July Starting Point Discussion and Feedback Decisions and Outcomes Department Budget Plans Executive Area Roll-Ups 1. Taking Stock 1. Resource Status Summary 1. Across A&S Units 1. Approved and Funded FY Plans 1. Resource Status A&S Units • Review strategic plans and progress • Capacity for basic quality and effectiveness • Capacity for basic quality/effectiveness • Synergies • Endorsed use of existing resources • Review approved FY plan • Validation of priorities • Changes in demand and resources • Changes in demand and resources • Campus strategic investments • User feedback and other performance data • Integration with space and facilities 2. Across campus 2. Review/Affirm Priorities for Improvement 2. Review/Affirm Priorities for planning 2. Setting the Context • Alignment with academic plans • From strategic plans Improvement • Financial projections (campus and charges/RBB) • Validation of priorities 2. Endorsed Priorities for • 1-3 year timeframe • Executive Area 4 • Projected changes in activity or service demands • Highlighted departmental/cross-unit Improvement Years Funding/Facilities Joint Task Force for Resource Allocation • Executive Area Current Goal Actions Current/New 3. Prioritized resource requests • Departmental • Campus strategic investment 4 • Corollary space and facilities requests Campus Planning And Resource Committee CPARC DRAFT 4-19-17
Summary spreadsheets: 257 comments across 10 broad areas See!! Handouts! 5 Joint Task Force for Resource Allocation 5 Campus Planning And Resource Committee
Survey Responses Binned to 6 Action Categories 1. Feed!Data!to!the!planned!AQAD!Process! 2. Launch!a!new!AQAD!in!a!problem!area! 3. Get!more!informaBon!about!a!problem!area! 4. Talk!to!Relevant!Administrators!about!issues!presented! 5. Areas!where!we!need!to!develop!performance!metrics! 6. Parking!Lot!–!Things!less!urgent!that!need!aQenBon!! ! 6 Joint Task Force for Resource Allocation 6 Campus Planning And Resource Committee
Next Steps for CPARC § “Look back” How did budget outcomes align with strategic priorities and campus values? § “Look forward” Use feedback to recommend changes to the process § Advise on the preparation for the NEASC re- accreditation self-study including re-visiting campus strategic priorities § Continue discussion with groups engaged in other strategic planning 7 Joint Task Force for Resource Allocation 7 Campus Planning And Resource Committee
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