The Periodic Review Report: Linked Institutional Planning and Budgeting

1. The Periodic Review Report: Linked Institutional Planning and Budgeting Some Things to Consider Andrea A. Lex, Ph.D. Dean, Planning, Assessment, & Institutional Research Prince George’s Community College Largo, MD

2. The Periodic Review Report • “is a retrospective, current, and prospective analysis of an institution.”

3. The Periodic Review Report • “is a retrospective, current, and prospective analysis of an institution.” • provides a structured opportunity to • step back • invite a collegial conversation • think strategically about challenges & opportunities. • provides an opportunity for an integrated review of the institution.

4. The Periodic Review Report • Leads to a reaffirmation that an institution • has a mission appropriate to higher education • is guided by well-defined and appropriate goals • has established conditions and procedures under which its mission and goals can be realized • is accomplishing its mission and goals substantially • is so organized, staffed, and supported that it can be expected to continue to accomplish its mission and goals.

5. A Key to Reaffirmation of Accreditation Mission

6. The PRR is an Integrated Review Challenges and Opportunities Response to Recommendations Projections Mission

7. Linking Planning & Budgeting Mission

8. Section 6 of the PRR • Evidence that linked institutional planning and budgeting processes arein place.

9. Standard 2: Planning, Resource Allocation, and Institutional Renewal • An institution conducts ongoing planning and resource allocation • based on its mission and goals, • develops objectives to achieve them, • and utilizes the results of its assessment activities for institutional renewal. • Evaluation results of the success of the strategic plan and resource allocation • support the development and change necessary to improve and to maintain institutional quality.

10. A process that looks like this: Mission

11. Standard 2 • Growth, development, and change are the result of a thoughtful and rational process of self-examination and planning • This process is an inherent part of ongoing activities. • Institutional planning is a disciplined, coordinated, systematic, and sustained effort to achieve mission and goals.

12. It would not look like this: Wants Plan Assessment Pressures Goals Terrific Ideas Resource Allocation Strategies

13. What to Develop/Look For: • Support from the highest levels for linking resource allocation to planning priorities. • Strategic Plan • Clearly articulated priorities, objectives, strategies. • Individual(s) and/or unit(s) with direct responsibility and authority for this process.

14. What to Develop/Look For: • Reasonable relationships between projections, plans, and resource allocation proposals. • Clearly articulated intended outcomes given resources allocated. • Planning & Budget Calendar • Development • Assessment

15. What to Develop/Look For: • Budget Development Process • Well developed and communicated assumptions • Opportunities for input and discussion • Budget Implementation • Periodic updates whose findings are communicated. • Debrief and assess • How long has this been going on?

16. The PRR is an integrated review Challenges and Opportunities Response to Recommendations Projections Mission Linked Planning & Budgeting leading to institutional reaffirmation.