1. The Periodic Review Report: Providing Evidence that Institutional Planning and Budgeting are Linked 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.” “should demonstrate that the institution meets the standards by which the Commission reaffirms or denies accredited status.” Handbook for Periodic Review Reports p. v provides an opportunity for an integrated review of the institution.

4. Standard 1

5. Plan Set measurable goals Objectives to achieve the goals Allocate sufficient resources Assess progress Standard 2

6. Plan Set measurable goals Objectives to achieve the goals Allocate sufficient resources Assess progress Standards 3 & 7

7. Plan Set measurable goals Objectives to achieve the goals Allocate sufficient resources Assess progress

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

9. Name that Year … The Euro became legal tender in 12 EU member countries No Child Left Behind became law Michael Jackson received the Artist of the Century award Reporter Daniel Pearl kidnapped President George W. Bush coined the phrase “axis of evil” A Beautiful Mind named best picture XIX Winter Olympics opened in Salt Lake City U.S. invades Afghanistan The Sarbanes Oxley Act signed into law The Beltway sniper attacks begin Andrew Fastow, former Enron CFO indicted United Airlines filed for bankruptcy

10. 2002 Characteristics of Excellence adopted by the Middle States Commission on Higher Education

11. Standard 2: Planning, Resource Allocation, and Institutional Renewal An institution conducts ongoing planning and resource allocation based on its mission & 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.

12. Plan Set measurable goals Objectives to achieve the goals Allocate sufficient resources Assess progress

13. 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.

14. Little or no evidence of this: Wants Pressures Terrific Ideas

15. What to 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.

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

17. What to 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?

18. Plan Set measurable goals Objectives to achieve the goals Allocate sufficient resources Assess progress Response to Recommendations Challenges and Opportunities Projections leading to institutional reaffirmation. Linked Planning & Budgeting