1. Planning and Spending ASK:
Who has developed a plan or budget within your college?

2. The Faculty Role in Planning and Budgeting
Reference
The Faculty Role in Planning and Budgeting
Adopted Fall 2001
In binder

3. What is a plan?
Roadmap
Pathway to accomplish
Guide to both current and future activities
Involves goals & outcomes
An attempt to chart the future based upon some known and potential information
Attempt to chart the future based upon some known and potential expectations

4. What are the common types of plans?
Strategic
Facilities
Unit
Educational – short term
Academic master plan – long term
Technology
Distance ed plans
Hiring ???? (tough to do!!)

5. Faculty involvement Title 5, §53202 (c) (10)
Processes for institutional planning and development
Clarification: academic senates’ authority extended only to the development of planning and budget PROCESSES, and not to the specifics of the plans and budgets themselves
You better be involved in those processes
Conversation on campuses – more collegiality in processes

6. Jargon (plans) Goals Objectives
most general, a broad areas of concern
Objectives
state the specific things to be accomplished within each general area of concern
Action Plans
state exactly how those objectives are to be accomplished

7. More Jargon Criteria determine prioritization
achieve common denominator
what we’re going to do in planning Specific elements can include things like safety, certification, accreditation, etc.
Standards technology, classroom, facilities, etc.

8. Jargon (budgets) General fund apportionment
Restricted/categorical funds
State vs. federal funding
Grants
Foundations
Bonds
Ask what these are one by one

9. Budget requirements Required by Education Code
State and federal funding drives both budgeting processes and the calendar
State budget (3 year lead time to Jan. 15th draft)
January draft
May revise
Further revisions
Signed budget (theoretically by June 15)

10. Principles Planning should drive budgeting, never the reverse
Planning should always be for the first-rate, even in the face of second- or third-rate budget allocations
(additional principles: pp. 15 – 17)

11. Local district policies
Will define budgetary processes and faculty participation
Know our campus policies.
(Check structure for multi-college districts.)

12. Process in brief
Program Review creates the information for Program Planning!
Dept. Plans  Division Plans  Master Plans 
Budget Development

13. Strategic Plan Provides mission and values
Provides broad goals and targets
Provides specific actions for completing master plans

14. Next steps Study the reference
Read your local budget policies and processes
Get involved