Charge Consistent with Faculty Senate motion 3116 (May 5, 2016), the - PowerPoint PPT Presentation

ampus Planning and Resource Committee (CPARC) May 4, 2017 Campus Planning And Resource Committee

Charge Consistent with Faculty Senate motion 31­16 (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 campus­wide priorities, including, but not limited to, the campus's Diversity Plan, plans for Internationalization, and an Outreach and Engagement Strategy. Campus Planning And Resource Committee 2

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 multi­year 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. Campus Planning And Resource Committee 3

-~ Otober/Novm~ber Campus Budget Planning Process College Roll ­ Ups AARoii­Up Decisions and Outcomes Starting Point Department Budget Plans 1. Resource Status Summary l .Ove rall 1. R esource Status • capacity for basic quality and effectiveness • capacity for basic quality and effectiveness summary • Changes In demand and resources • Changes in Mmand and resources 2. Resourtes 2. Review/Affirm Prioriti es for Improvement 2. Review/Affirm Priorities for lmptOVement prioritized • From strategic plans • Collese­tevel across ....... Ill • Hlgllllgllted departmental/aos-<~nlt • 1~3 year tlmeframe Fundlnr/fadlltlos \ academic 0 y..,. 2. Endorsed Prioriti es for • Anandal projections (ca~us and college, all 3. Prioritized resource requests 0 Current Goal Actions 0102 0 Current 0 New J andA&S ""­""") Improvement .c .....- • Proposed hiring plan (existing resources) units u • Projected manges In actMty • Col i ­Level • campus strategic lniii!Stment (Inc. new facul ty) II) • Implicat ions of budget model information • Departmenta l • Corollary spaoe and fac l it l es requests Hiring plans Revised (existing $1 Roll­up for Draft for approved Discussion Provost Planning data School/ Strategic compiled/ College, EA investments Projections Revised Plan discussion available guidelines approved available EA Roll­up for discussion Campus discussion ClC/Deans (inc. student discussion advisory boards) Septsmlw/Octolw November/December lntersesslon February/March Aprlf/Moy June/July Starting Point Discussion and Feedback Decisions and Outcomes Department Budget Plans Executive Area Roll­Ups L Taking Stodc 1. Across A&S Units 1. R esource Status 1. Resource Status Summary 1. Approved and Filnd ed FY Plans • Review strategic plans and progress • capacity for basic quality and effectiveness • capacity for basic quality/effectiveness • Synergies • Endorsed use of existing rescuces • Val idation of priorities • Review approYed fY p lan • Changes in demand and resources • campus strategic investments • Changes in d!mand and resources • User feedbac k and other performance data • lntegnltl on with spaoe and fadlltles . Review/ Affinn Priorities for 2. Across campus 2. Review/ Affirm Prioriti es for Improvement 2 plar.nlng 2. Setting the Context • A lignment with academic plans Improvement • From strategic plans 2. Endorsed Prioriti es for • Anandal projections (ca~us • Validation of priorities and c:Mrges/RBB) • 1·3 year tlmeframe • Executive Aru • Projected manges In actMty or service demands Improvement • Hlgh l ghted departmentaVcross·unlt Current Goal Actions • ExecutfveArea 3. Prioritized resource requests • Departmental • campus strategic investment I I I 0 t . I­ ­' 0 • Campus Planning And Resource Committee d

Varlov~ Summary spreadsheets: 257 comments across 10 broad areas JSACS SURVEY CATEGORY SUMMARY f J :§ EOD EO D • Search Process EODTot al HR HR ­Gene ral Staffing HR­ Grad empl oyment 3 HR - Hiri ng proce ss 1 6 1 4 4 6 4 HR • HR I nfo 2 1 12 HR . Payroll 2 11 15 3 3 8 HR • PC/Leve li ng 9 HR - Person nel Action 9 1 2 s HR. Systems H RTotal 23 40 6 12 8 OGCA OGCA -g ran t subm i ssion 12 1 OGCA ·Smart grant OGCA Total 13 Campus · General Staffing 1 Campu s· Info r mation 1 EOO • Search Pr ocess 1 1 HR • HR In fo Procu r ement - Pro-ca rd Registrars· CAPS Various Total A&f AF · AF I T Amazon- A maz on 1 Auxiliary Enter pr ises Campus Planning And Resource Committee 5

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 information 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 attention Campus Planning And Resource Committee 6

Next Steps for CP ARC • "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 self­study including re­visiting campus strategic priorities • Continue discussion with groups engaged in other strategic planning Campus Planning And Resource Committee 7