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February 17, 2004

Welcome to UWF Strategic Planning and Budgeting!. Strengths. February 17, 2004. LEAD Workshop. Opportunities. Office of University Planning and Office of University Budgets. LEAD. Class. of. 2004. UWF’s Strategic Planning Approach. The integration of strategic planning,

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February 17, 2004

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  1. Welcome to UWF Strategic Planning and Budgeting! Strengths February 17, 2004 LEAD Workshop Opportunities Office of University Planning and Office of University Budgets

  2. LEAD Class of 2004 UWF’s Strategic Planning Approach

  3. The integration of strategic planning, budgeting, operations, evaluations, and Continuous Improvement!

  4. External Inputs/Requirements (Legislature, FBOE/DCU, FBOG, Community, Etc.) UWF’s Strategic Planning Cycle Internal Inputs (Faculty, Staff, Students, and Community) University Planning Council (UPC) Cycle Assessments & Continuous Improvements (Surveys, Output And Outcome Data Analysis, Accreditation Reviews, Program Reviews, Etc.) Revisions of Plans for Next Operating Cycle (based on Assessments Results) (ongoing) University Budget Council (UBC) Cycle Faculty and Staff Update Strategic Plans (Sept-Dec) Board of Trustees (BOT) Cycle UPC Committees Review Strategic Planning Issues (on-going) Budget Allocations Cycle Develop & Submit Operating Budget & LBR Documents to FBOE (Jul) UWF The Integration of Strategic Planning, Budgeting, Operations, Assessments, and Continuous Improvements Update Detailed Budget Develop Process; Develop Base Budgets & Identify Potential Resources:; Pursue Legislative Issues & Priorities (on-going) UPC Consider Strategic Planning Issues (Nov) UWF The Integration of Planning, Budgeting, Operations, and Evaluations Departments and Units Update Strategic Plans Sept-Jan Develop Budget Requests (Feb) UBC Endorse Detailed Budget Development Process (Jan) UPC Review Strategic Planning Issues Nov-Mar Assessments of Accomplishments (Accreditations, Program Reviews, Surveys, Etc.) (ongoing) Allocate Operating Budgets to Divisions and Departments (Jul 1st) UBC Review Potential Budget Reallocations, Reductions, & Allocations of New Funds (Apr) Major Units & Divisions Update Strategic Plans Jan-Mar Develop Budget Requests (Apr) BOT – Approve Strategic Plan Updates, Operating Budget and LBR Plans (Jun) Outcomes (Knowledge, Skills, Attitudes, and Opportunities) University Academic Programs, Services, & Operations (ongoing) UBC - Make University-Level & Division-Level Funding Recommendations ( May) Internal Inputs (Instruction, Research, Service, and Support) Outputs (Enrollments, Degrees, Experiences, Etc.) UPC Make Strategic Planning Recommendations to Budget Council (April) University Strategic Plan Updates Budget Allocations (Apr-Jun) University Planning Jerry Norris 10-20-2003

  5. External Inputs/Requirements (Legislature, FBOE/DCU, FBOG, Community, Etc.) UWF’s Strategic Planning Cycle Internal Inputs (Faculty, Staff, Students, and Community) Assessments & Continuous Improvements (Surveys, Output And Outcome Data Analysis, Accreditation Reviews, Program Reviews, Etc.) Revisions of Plans for Next Operating Cycle (based on Assessments Results) (ongoing) Faculty and Staff Update Strategic Plans (Sept-Dec) Departments and Units Update Strategic Plans Sept-Jan Develop Budget Requests (Feb) Assessments of Accomplishments (Accreditations, Program Reviews, Surveys, Etc.) (ongoing) Major Units & Divisions Update Strategic Plans Jan-Mar Develop Budget Requests (Apr) Outcomes (Knowledge, Skills, Attitudes, and Opportunities) University Academic Programs, Services, & Operations (ongoing) Internal Inputs (Instruction, Research, Service, and Support) Outputs (Enrollments, Degrees, Experiences, Etc.) University Strategic Plan Updates Budget Allocations (Apr-Jun) University Planning Jerry Norris 10-20-2003

  6. External Inputs/Requirements (Legislature, FBOE/DCU, FBOG, Community, Etc.) UWF’s Strategic Planning Cycle Internal Inputs (Faculty, Staff, Students, and Community) University Planning Council (UPC) Cycle Assessments & Continuous Improvements (Surveys, Output And Outcome Data Analysis, Accreditation Reviews, Program Reviews, Etc.) Revisions of Plans for Next Operating Cycle (based on Assessments Results) (ongoing) Faculty and Staff Update Strategic Plans (Sept-Dec) UPC Committees Review Strategic Planning Issues (on-going) UPC Consider Strategic Planning Issues (Nov) Departments and Units Update Strategic Plans Sept-Jan Develop Budget Requests (Feb) UPC Review Strategic Planning Issues Nov-Mar Assessments of Accomplishments (Accreditations, Program Reviews, Surveys, Etc.) (ongoing) Major Units & Divisions Update Strategic Plans Jan-Mar Develop Budget Requests (Apr) Outcomes (Knowledge, Skills, Attitudes, and Opportunities) University Academic Programs, Services, & Operations (ongoing) Internal Inputs (Instruction, Research, Service, and Support) Outputs (Enrollments, Degrees, Experiences, Etc.) UPC Make Strategic Planning Recommendations to Budget Council (April) University Strategic Plan Updates Budget Allocations (Apr-Jun) University Planning Jerry Norris 10-20-2003

  7. External Inputs/Requirements (Legislature, FBOE/DCU, FBOG, Community, Etc.) UWF’s Strategic Planning Cycle Internal Inputs (Faculty, Staff, Students, and Community) University Planning Council (UPC) Cycle Assessments & Continuous Improvements (Surveys, Output And Outcome Data Analysis, Accreditation Reviews, Program Reviews, Etc.) Revisions of Plans for Next Operating Cycle (based on Assessments Results) (ongoing) University Budget Council (UBC) Cycle Faculty and Staff Update Strategic Plans (Sept-Dec) UPC Committees Review Strategic Planning Issues (on-going) UPC Consider Strategic Planning Issues (Nov) UWF The Integration of Planning, Budgeting, Operations, and Evaluations Departments and Units Update Strategic Plans Sept-Jan Develop Budget Requests (Feb) UBC Endorse Detailed Budget Development Process (Jan) UPC Review Strategic Planning Issues Nov-Mar Assessments of Accomplishments (Accreditations, Program Reviews, Surveys, Etc.) (ongoing) UBC Review Potential Budget Reallocations, Reductions, & Allocations of New Funds (Apr) Major Units & Divisions Update Strategic Plans Jan-Mar Develop Budget Requests (Apr) Outcomes (Knowledge, Skills, Attitudes, and Opportunities) University Academic Programs, Services, & Operations (ongoing) UBC - Make University-Level & Division-Level Funding Recommendations ( May) Internal Inputs (Instruction, Research, Service, and Support) Outputs (Enrollments, Degrees, Experiences, Etc.) UPC Make Strategic Planning Recommendations to Budget Council (April) University Strategic Plan Updates Budget Allocations (Apr-Jun) University Planning Jerry Norris 10-20-2003

  8. External Inputs/Requirements (Legislature, FBOE/DCU, FBOG, Community, Etc.) UWF’s Strategic Planning Cycle Internal Inputs (Faculty, Staff, Students, and Community) University Planning Council (UPC) Cycle Assessments & Continuous Improvements (Surveys, Output And Outcome Data Analysis, Accreditation Reviews, Program Reviews, Etc.) Revisions of Plans for Next Operating Cycle (based on Assessments Results) (ongoing) University Budget Council (UBC) Cycle Faculty and Staff Update Strategic Plans (Sept-Dec) Board of Trustees (BOT) Cycle UPC Committees Review Strategic Planning Issues (on-going) UPC Consider Strategic Planning Issues (Nov) UWF The Integration of Planning, Budgeting, Operations, and Evaluations Departments and Units Update Strategic Plans Sept-Jan Develop Budget Requests (Feb) UBC Endorse Detailed Budget Development Process (Jan) UPC Review Strategic Planning Issues Nov-Mar Assessments of Accomplishments (Accreditations, Program Reviews, Surveys, Etc.) (ongoing) UBC Review Potential Budget Reallocations, Reductions, & Allocations of New Funds (Apr) Major Units & Divisions Update Strategic Plans Jan-Mar Develop Budget Requests (Apr) BOT – Approve Strategic Plan Updates, Operating Budget and LBR Plans (Jun) Outcomes (Knowledge, Skills, Attitudes, and Opportunities) University Academic Programs, Services, & Operations (ongoing) UBC - Make University-Level & Division-Level Funding Recommendations ( May) Internal Inputs (Instruction, Research, Service, and Support) Outputs (Enrollments, Degrees, Experiences, Etc.) UPC Make Strategic Planning Recommendations to Budget Council (April) University Strategic Plan Updates Budget Allocations (Apr-Jun) University Planning Jerry Norris 10-20-2003

  9. External Inputs/Requirements (Legislature, FBOE/DCU, FBOG, Community, Etc.) UWF’s Strategic Planning Cycle Internal Inputs (Faculty, Staff, Students, and Community) University Planning Council (UPC) Cycle Assessments & Continuous Improvements (Surveys, Output And Outcome Data Analysis, Accreditation Reviews, Program Reviews, Etc.) Revisions of Plans for Next Operating Cycle (based on Assessments Results) (ongoing) University Budget Council (UBC) Cycle Faculty and Staff Update Strategic Plans (Sept-Dec) Board of Trustees (BOT) Cycle UPC Committees Review Strategic Planning Issues (on-going) Budget Allocations Cycle Develop & Submit Operating Budget & LBR Documents to FBOE (Jul) Update Detailed Budget Develop Process; Develop Base Budgets & Identify Potential Resources:; Pursue Legislative Issues & Priorities (on-going) UPC Consider Strategic Planning Issues (Nov) UWF The Integration of Planning, Budgeting, Operations, and Evaluations Departments and Units Update Strategic Plans Sept-Jan Develop Budget Requests (Feb) UBC Endorse Detailed Budget Development Process (Jan) UPC Review Strategic Planning Issues Nov-Mar Assessments of Accomplishments (Accreditations, Program Reviews, Surveys, Etc.) (ongoing) Allocate Operating Budgets to Divisions and Departments (Jul 1st) UBC Review Potential Budget Reallocations, Reductions, & Allocations of New Funds (Apr) Major Units & Divisions Update Strategic Plans Jan-Mar Develop Budget Requests (Apr) BOT – Approve Strategic Plan Updates, Operating Budget and LBR Plans (Jun) Outcomes (Knowledge, Skills, Attitudes, and Opportunities) University Academic Programs, Services, & Operations (ongoing) UBC - Make University-Level & Division-Level Funding Recommendations ( May) Internal Inputs (Instruction, Research, Service, and Support) Outputs (Enrollments, Degrees, Experiences, Etc.) UPC Make Strategic Planning Recommendations to Budget Council (April) University Strategic Plan Updates Budget Allocations (Apr-Jun) University Planning Jerry Norris 10-20-2003

  10. External Inputs/Requirements (Legislature, FBOE/DCU, FBOG, Community, Etc.) UWF’s Strategic Planning Cycle Internal Inputs (Faculty, Staff, Students, and Community) University Planning Council (UPC) Cycle Assessments & Continuous Improvements (Surveys, Output And Outcome Data Analysis, Accreditation Reviews, Program Reviews, Etc.) Revisions of Plans for Next Operating Cycle (based on Assessments Results) (ongoing) University Budget Council (UBC) Cycle Faculty and Staff Update Strategic Plans (Sept-Dec) Board of Trustees (BOT) Cycle UPC Committees Review Strategic Planning Issues (on-going) Budget Allocations Cycle Develop & Submit Operating Budget & LBR Documents to FBOE (Jul) UWF The Integration of Strategic Planning, Budgeting, Operations, Assessments, and Continuous Improvements Update Detailed Budget Develop Process; Develop Base Budgets & Identify Potential Resources:; Pursue Legislative Issues & Priorities (on-going) UPC Consider Strategic Planning Issues (Nov) UWF The Integration of Planning, Budgeting, Operations, and Evaluations Departments and Units Update Strategic Plans Sept-Jan Develop Budget Requests (Feb) UBC Endorse Detailed Budget Development Process (Jan) UPC Review Strategic Planning Issues Nov-Mar Assessments of Accomplishments (Accreditations, Program Reviews, Surveys, Etc.) (ongoing) Allocate Operating Budgets to Divisions and Departments (Jul 1st) UBC Review Potential Budget Reallocations, Reductions, & Allocations of New Funds (Apr) Major Units & Divisions Update Strategic Plans Jan-Mar Develop Budget Requests (Apr) BOT – Approve Strategic Plan Updates, Operating Budget and LBR Plans (Jun) Outcomes (Knowledge, Skills, Attitudes, and Opportunities) University Academic Programs, Services, & Operations (ongoing) UBC - Make University-Level & Division-Level Funding Recommendations ( May) Internal Inputs (Instruction, Research, Service, and Support) Outputs (Enrollments, Degrees, Experiences, Etc.) UPC Make Strategic Planning Recommendations to Budget Council (April) University Strategic Plan Updates Budget Allocations (Apr-Jun) University Planning Jerry Norris 10-20-2003

  11. The cycle is circular, always in motion, indicating the flow of planning activities which helps UWF to become better and better at what it does. UWF Planning Cycle

  12. Strategic Planning/Budgeting Calendar • Oct/Nov: Faculty and Staff consider their roles in the UWF S/P • Nov/Dec/Jan: Departments and Units Update Strategic Plans on UPIC • Feb/Mar: Colleges/Major Units update S/P and Budget Requests on UPIC; UPC considers strategic planning issues • Mar/Apr: Divisions update S/P and Budget Requests on UPIC • Apr: UPC make S/P recommendations to Budget Council • May: Budget Council make S/P and Budget decisions and recommendations to the President • June 1-15: President Cavanaugh finalize S/P and Budget decisions and recommendations to the BOT • June 17-18: BOT (S/P Workshop) make final decisions on S/P, Operating Budget for 2004-2005, and LBR for 2005-2006 • July 1: UWF Budget Office post Operating Budgets • July: UWF Planning Office submit LBR

  13. Uses of Strategic Planning and Budgeting Activities • Legislative Budget Requests (LBR) for future • year(s) • Operating Budget allocations for coming year • (Budget increases and decreases) • Operating plans for coming year (University-wide • activities and initiatives • All other UWF plans, activities, and initiatives

  14. Gloria Resmondo Director of University Budgets

  15. What do we ask for?What do we get?What do we do with it?

  16. 2003-2004 State AppropriationsTotal State Appropriations

  17. 2003-2004 State AppropriationsEducation

  18. All Educational And General FundsPercentage By University 2003-2004 INITIAL ALLOCATION Excluding Special Units

  19. All Educational And General FundsPercentage By University 2003-2004 INITIAL ALLOCATION Including Special Units

  20. Division of Colleges and UniversitiesAllocation Process CURRENT BASE + COST TO CONTINUE + ENROLLMENT GROWTH + NEW ISSUES _________________ = TOTAL BUDGET ALLOCATION (Page 3-2)

  21. The University Of West Florida Allocation By Major Issue, (Page 3-4) For Fiscal Year 2003/2004 Estimated Expenditures $71,471,628 2002/2003 Adjustment to Base 1,101,270 Estimated Recurring Base $72,572,898 Cost to Continue Current Programs $2,551,586 Goals/Issues Program Reductions $(1,216,730) New Space – O & M 831,527 Tuition Fee Increase / Change in Mix 1,730,560 TOTAL$ 1,345,357 GRAND TOTAL $76,469,841

  22. The University Of West Florida2003-2004 Educational and General Funding Sources

  23. 2002/2003 Divisional Planning Operating Budget Allocation • Current Base • + Budget Amendment • - Less Non-Recurring Budget Amendments • = Adjusted Base by Division • + Legislative Allocations • = Fiscal Year Allocation by Division • before Strategic Planning • + Strategic Planning • (Distributions and Re-distributions) • ________________________ • = Allocations • after • Strategic Planning • (Page 4-1)

  24. Strategic Planning/Budgeting Calendar • Oct/Nov: Faculty and Staff consider their roles in the UWF S/P • Nov/Dec/Jan: Departments and Units Update Strategic Plans on UPIC • Feb/Mar: Colleges/Major Units update S/P and Budget Requests on UPIC; UPC considers strategic planning issues • Mar/Apr: Divisions update S/P and Budget Requests on UPIC • Apr: UPC make S/P recommendations to Budget Council • May: Budget Council make S/P and Budget decisions and recommendations to the President • June 1-15: President Cavanaugh finalize S/P and Budget decisions and recommendations to the BOT • June 17-18: BOT (S/P Workshop) make final decisions on S/P, Operating Budget for 2004-2005, and LBR for 2005-2006 • July 1: UWF Budget Office post Operating Budgets • July: UWF Planning Office submit LBR

  25. Operating BudgetAllocations Within the Divisions • Each Vice President allocates operating budgets to the individual operating units within their Divisions (Page 5-1) Allocations are based on the Strategic Plans of Colleges and Departments as displayed in the University Planning Information Center (UPIC)

  26. Operating Budget Categories Operating Budgets are allocated in the following typical expenditure categories: • Salaries and Fringe Benefits • Other Personal Services (OPS) • Operating Expenses • Operating Capital Outlay (OCO)

  27. Capital Budget Fixed Capital Outlay (FCO): • Restricted use • Appropriation received with a year indicator • Each year’s budget accounted for separately • Limited time to use • Unused funds revert back to state

  28. Capital Budget Main Types of FCO Funding: • Public Education Capital Outlay (PECO) • Gross receipts tax – 2.5% of electric, gas, telecommunication utilities • Facilities Challenge Matching Grant • 50% Private Funds • 50% General Revenue • Archaeology Building • Capital Improvement Fee Trust (CIF) • Recreational Areas • Eligible every few years to request

  29. Capital Budget Five-Year Capital Improvement Plan and Legislative Budget Request: • Submitted each year to the appropriate office in Tallahassee • Plan is reviewed • Approved plan is submitted to Legislature to be approved for funding PECO-Formula Funded Projects: • Normally receive funding each year • Maintenance, repairs, renovations, and remodeling funds • 10% of these funds have to be used for ADA corrections and life safety issues

  30. Maintenance, Repairs, Renovations, and Remodeling Utilities/Infrastructure/Roofs/ Capital Renewal $973,606 $6,750,000 Capital Budget Appropriations/Allocations for Year 2003-2004:

  31. The University Of West Florida Funding Sources Educational and General: General Revenue Fund Student and Other Fee Trust Educational Enhancement Trust Fund (Lottery) Auxiliary Enterprises: Auxiliary Trust Fund Contracts and Grants: Grants and Donations Trust Fund Sponsored Research Trust Fund Local Fund Accounts: Agency Fund Concession Fund Intercollegiate Athletic Fund Perkins Loan Fund University Activity and Service Fund University Loan Fund University Scholarship Fund Direct Loan Fund Private Funds: The UWF Foundation

  32. Operations and Reporting Budget Transfers and Expenditures Tracking and Reconciliation Colleges, Departments, and Units Prepare Annual Reports Interim and Annual Financial Statements and other fiscal reports (UWF Controller, UWF Foundation, etc.)

  33. Jerry Norris Associate VP for Planning

  34. One of the most important features of the UWF Strategic Planning Approach is the Assessments Section, where we analyze how well we did what we planned to do. Based on the results of our analyses, we plan our next year’s activities, and the Strategic Planning Cycle goes on…

  35. Assessments of Success of Strategic Plans and Operations • Annual Reports of Notable Accomplishments • Department, Unit, And College Annual Reports • University Planning Council (UPC) reviews • University-Wide Assessments (Surveys) • Strategic Priorities Accountability Measures (Legislative, SBOE, SBOE-DCU, UWF) • Program Reviews • Accreditation Reviews • Advisory Groups • Faculty Activity Reports • Etc., Etc., Etc.

  36. President’s Annual Strengths and Opportunities Survey • Students • Faculty and Staff • UWF Friends – 27 standard questions related directly to the Strategic Plan and one open-end question: What are the important strategic planning issues we should consider this year?

  37. President’s Strengths and Opportunities Survey 2003Students • Parking remains by far the most noted concern • Program and Curricula and Class Scheduling Issues remain high concerns • New Concern this year (at #4) relates to class-time management and efficiency • Another New Concern: Funding and Tuition Issues • Moving up fast from #22 to #6 regards “Building Campus Community Spirit”

  38. President’s Strengths and Opportunities Survey 2003Faculty and Staff • The #1 topic is “Enhance Funding and Funding Sources” (did not appear as a separate issue last year) • Appearing for the first time at #6, the “Focus on UWF Strategic Planning Processes and on fulfilling the UWF Brand Promise” • Improving Instructional/Admin technology

  39. President’s Strengths and Opportunities Survey 2003UWF Friends • Attract and retain quality faculty • Appearing for the first time was #4, ‘Enhancing Funding from all Potential Sources” • Moving from #13 to #6 was “Following the Branding Strategy developed in the Strategic Plan” • “Enhancing Technology Infrastructure and Support” was #8, did not appear last year

  40. President’s Strengths and Opportunities Survey 2003 • Significant to note that “Funding and Funding Sources” issues appeared for the first time this year as very significant issues in the open comments sections of all three surveys • You will detect other indicators of perceptions and issues as you read through the results of the surveys (http://upic.uwf.edu)

  41. Accomplishments in Spite of Budget Reductions • Special Salary Equity Adjustments • Implementation of IT Strategic Plan • Focus on Equity and Enhancement Funding from Legislature • Renewed Focus on Student Life Issues • Emphasis on Potential Private Funding Sources • Purchase and Implementation of Administrative Support Systems (SCT Banner “Mariner” Project) • Focus on Campus Safety Issues and Beautification Upgrades • Focus on Strategic Planning and Accountability Issues (UPIC) • Major Effort for Re-Affirmation of Accreditation (SACS) • Academic Program Development and Enhancements • Etc., Etc., Etc.

  42. So What are the Priority Issues for the Near Future? • Continue to seek new and/or equitable funding from the Legislature? • Identify and Pursue New Sources of Funding? • Enhance Programs, Course Offerings, Scheduling, Classroom Efficiency, etc.? • Continue to hire and retain quality faculty and staff? • Enhance pay and rewards? • Focus on Resolving Parking Issues? • Enhance Campus Community Spirit? • Focus on Strategic Planning Processes and Fulfilling our Brand Promises?

  43. University Planning Information Center (UPIC) Updates • Notable Accomplishments (post by May 28th) • Annual Reports (post by August 31st) • Archived Strategic Plans on June 30/Aug 31 • Calendar System (reminders of activity dates) • Review System (personal reviews of UPIC accounts with suggestions/comments submitted to account managers • Strategic Plan - Topic Retrieval System • Profile updates in progress (for SACS data and for Decision-Support data)

  44. UPC Meeting Schedule Spring Term 2004 • February 24th, Tuesday, 2:00-4:00 pm • March 16th, Tuesday, 2:00-4:00 pm • April 22nd, Thursday, 2:00-4:00 pm All Meetings to be held in the UWF Conference Center, Rooms B/C

  45. External Inputs/Requirements (Legislature, FBOE/DCU, FBOG, Community, Etc.) UWF’s Strategic Planning Cycle Internal Inputs (Faculty, Staff, Students, and Community) University Planning Council (UPC) Cycle Assessments & Continuous Improvements (Surveys, Output And Outcome Data Analysis, Accreditation Reviews, Program Reviews, Etc.) Revisions of Plans for Next Operating Cycle (based on Assessments Results) (ongoing) University Budget Council (UBC) Cycle Faculty and Staff Update Strategic Plans (Sept-Dec) Board of Trustees (BOT) Cycle UPC Committees Review Strategic Planning Issues (on-going) So, where to you fit into the Strategic Planning/Budgeting Cycle? What are your Roles? What are your Opportunities? Budget Allocations Cycle Develop & Submit Operating Budget & LBR Documents to FBOE (Jul) UWF The Integration of Strategic Planning, Budgeting, Operations, Assessments, and Continuous Improvements Update Detailed Budget Develop Process; Develop Base Budgets & Identify Potential Resources:; Pursue Legislative Issues & Priorities (on-going) UPC Consider Strategic Planning Issues (Nov) UWF The Integration of Planning, Budgeting, Operations, and Evaluations Departments and Units Update Strategic Plans Sept-Jan Develop Budget Requests (Feb) UBC Endorse Detailed Budget Development Process (Jan) UPC Review Strategic Planning Issues Nov-Mar Assessments of Accomplishments (Accreditations, Program Reviews, Surveys, Etc.) (ongoing) Allocate Operating Budgets to Divisions and Departments (Jul 1st) UBC Review Potential Budget Reallocations, Reductions, & Allocations of New Funds (Apr) Major Units & Divisions Update Strategic Plans Jan-Mar Develop Budget Requests (Apr) BOT – Approve Strategic Plan Updates, Operating Budget and LBR Plans (Jun) Outcomes (Knowledge, Skills, Attitudes, and Opportunities) University Academic Programs, Services, & Operations (ongoing) UBC - Make University-Level & Division-Level Funding Recommendations ( May) Internal Inputs (Instruction, Research, Service, and Support) Outputs (Enrollments, Degrees, Experiences, Etc.) UPC Make Strategic Planning Recommendations to Budget Council (April) University Strategic Plan Updates Budget Allocations (Apr-Jun) University Planning Jerry Norris 10-20-2003

  46. Sources of Additional Info • University Planning Information Center (UPIC): http://upic.uwf.edu • University Budgets: http://uwf.edu/budgets • University Controller: http://uwf.edu ~ About UWF • University Foundation: http://uwf.edu/foundation

  47. This PowerPoint Presentation This PowerPoint presentation is located in UPIC ~ Planning Communications ~ Publications ~ Miscellaneous ~ LEAD Presentation 2-17-2004. If you have questions, please call the Office of University Budgets or the Office of University Planning.

  48. End of Presentation! Please ask Questions and make Comments?

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