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 Budget Department

2007-08 (FY2008) Unit Planning Guidelines

Instructions for completing your unit budget templates:

1. Please review the related planning and assessment documents before developing your revised unit plan and new budget requests

2007-2008 Institutional Annual Plan (Draft) http://www.uhv.edu/pro/planning07-08/index.htm

 

You may also review the following documents:

• Institutional Effectiveness: Planning and Assessment Activities
  2006-07 http://www.uhv.edu/pro/planning06-07/index.htm

• Unit Plan 2006-07 (You should have a copy of last year’s unit plan, priorities, performance indicators, and budget requests for last year’s budget hearing. If you do not, please contact IR.)

• Annual Assessment 2005-06
  http://www.uhv.edu/pro/planning05-06/assessment_05-06/assess_index.htm

 

2. In preparing your unit plan and budget presentation, including the following:

   1. Preface

      As a preface to your unit goals and strategies, please comment briefly on how any additional funds allocated to your unit last year were used. To what extent did they fulfill the purpose for which they were allocated and advance the strategic priorities of your unit and the university?

      http://www.uhv.edu/pro/Planning07-08/PI_FORM/UNIT_PLAN_FORM.doc

       

   2. Unit Goals/Strategies

      Indicate general unit goals/strategies for next year, especially as those relate to overall university strategic priorities and initiatives. This is an important step for the assessment at the end of the year.

      http://www.uhv.edu/pro/Planning07-08/PI_FORM/UNIT_PLAN_FORM.doc

       

   3. Unit Performance Indicators

      Complete the Unit Performance Indicators Form. Please read the Guidelines for Performance Indicators Form (p. 10). The indicators are based on the previous year’s unit plan that you submitted at the budget hearing last year. If you need to alter or add to the indicators suggested, please mark the new additions. Academic schools may add to but should not alter the established indicators. Complete the form, save it on your hard drive/disk, and send a copy to IR.

      http://www.uhv.edu/pro/Planning07-08/PI_FORM/index_07_08.htm

       

   4. Budget Requests Summary for Key Items

      A summary of key items requested showing how these requests are tied to the future success of the University. http://www.uhv.edu/budget/forms.asp

       

   5. Budget Requests

      Indicate budget requests, using the Budget Request Forms. http://www.uhv.edu/budget/forms.asp

       

3. Note that a progress update to your current plan is no longer required. We have completed the transition to making the planning and assessment process match the budgeting process.

    

   1. We implement the current year’s plan and budget until September 1 of the current year.

   2. We assess last year’s achievement and close the budget in August-September (In the case of faculty achievements the prior calendar year applies.)

   3. We plan and budget for the next year in February-March.

    

4. For an explanation of how the planning and assessment process works, consult the

Institutional Effectiveness System
http://www.uhv.edu/pro/planning06-07/index.htm

 

The chart that shows how performance assessment and strategic planning come together may be particularly helpful.

In brief, the mission and standing goals describe the job of the institution. The performance indicators are quantitative variables, such as enrollment, related to how effectively the job is being done. Strategic priorities and initiatives (or goals and strategies) describe our intention to direct human and fiscal resources toward undertakings that enable the institution to improve its effectiveness in carrying out its mission. The success of the undertakings should be evident, more or less, in the performance indicators. So, if the priority is to increase enrollment and the performance objective is to do that by x% next year, then the actual data should indicate whether our initiatives have been effective.