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

6. Plan Set measurable goals Objectives to achieve the goals Allocate sufficient resources Assess progress Response to Recommendations Challenges and Opportunities Projections

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

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 Pressures Terrific Ideas

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. 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