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 CollegeLargo, MD

The Periodic Review Report

• “is a retrospective, current, and prospective analysis of an institution.”

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.

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.

A Key to Reaffirmation of Accreditation

PlanSet measurable

goals

Objectives to achieve the

goals

Allocate sufficient resources

Assess progress Mission

The PRR is an Integrated Review

PlanSet measurable

goals

Objectives to achieve the

goals

Allocate sufficient resources

Assess progress Mission

Response to Recommendations

Challenges and Opportunities

Projections

Linking Planning & Budgeting

PlanSet measurable

goals

Objectives to achieve the

goals

Allocate sufficient resources

Assess progress Mission

Section 6 of the PRR

• Evidence that linked institutional planning and budgeting processes are in place.

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.

A process that looks like this:

PlanSet measurable

goals

Objectives to achieve the

goals

Allocate sufficient resources

Assess progress Mission

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.

It would not look like this:

Plan

Goals

Strategies

ResourceAllocation

Assessment

Wants

Pressures

Terrific Ideas

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.

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

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?

The PRR is an integrated review

PlanSet measurable

goals

Objectives to achieve the

goals

Allocate sufficient resources

Assess progress Mission

Response to Recommendations

Challenges and Opportunities

Projections

leading to institutional reaffirmation.

Linked Planning & Budgeting