Transcript Connecting Planning to Resource Allocation

Role of Budget Committee
Create consensus on definitions
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Emergency
Maintenance of
Effort
New Initiatives
Discretionary
Funds
All Money
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Carryovers
Base Budget
Re-allocation
One-time Funds
Continuing Funds
Multi-year Budgeting
Two Unit Planning
Processing Levels
Unit Level – Chairs and Faculty create
initial Unit Plans
 Division Level – Process & prioritize
requests for resources from Unit
Plans
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Deans and Chairs collaborate on
Prioritization
Unit Level Process
Network-based Unit Plan
 Four components:
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Accomplishments
Activities
Resource request
KPI’s
Data rolls over from year to year
Division Level Process
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Web based
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Only two components
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Simple
Faster Implementation
Activities
Resource Request
Data comes from Unit Plans
Division Process
(continued)
Includes ONLY activities requiring
resources from the unit plans
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First year – data must be entered by
deans
Thereafter – loaded automatically
from network-based system
Division Level data do not alter the
original unit plans
No annual roll-over of Division data
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True or False?
Deans’ Process
Responsibility
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Delete, integrate, add resource
requests
Prioritize Dept./Unit resource requests
into Division level plan
Verify/identify link to college goals
Verify and amend resource requests
Add personnel specifics (title, FTE)
Add facility specifics (location, square
foot, etc.)
Use of Divisions’ Web-based
Planning Tool
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Output from Divisions’ Planning tool is in
format for submission to Budget
Committee
Integration and prioritization of Divisions’
resource requests at VP level and
President’s Cabinet level
Submission of college’s top priorities for
resources sent to Budget Committee
Queries of prioritized resource needs
(e.g., facilities, IT, personnel) are based
on Divisions’ final data
VP Review Process
Integration of Division priorities into
VP level plan
 Validate priorities
 Review of priorities against mission
strategies and match with college
objectives
 Merge duplicate requirements
 Prepare tasks and schedules of goal
components for Budget presentation
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Flow to Budget Committee
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President’s Cabinet prioritizes collegewide goals, tasks, and develops
integrated schedule
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Based on review and recommendation by
Executive Council
College-wide prioritization of requests for
new resources which flow from unit plans
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Supplies
Equipment
Personnel
Space
Flow to Budget Committee
(Continued)
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Recommendations sent to Budget
Committee on Requirements
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Prioritized college goals
Prioritized new resource requests
Presentations of “Maintenance of Effort”
requests by VP’s