Changing the Planning Environment at the University of Saskatchewan

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Changing the Planning Environment at the
University of Saskatchewan

• Barrie Dubray
• Robert Schultz
• Paola Chiste
• October 25, 2004

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Presentation Outline

• Introduction to Session - Rob
• Integrated Planning Process - Paola
• Leveraging Institutional Research Resources to
  Support Integrated Planning - Rob
• Questions and Discussion

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Integrated Planning What is it?

• Integrated planning is a process involving the
  drawing together of University-wide and
  unit-specific planning efforts, which permits
  strategic decision making and provides a synoptic
  view of resources and commitments.
• Integrated planning will act as a focal point for
  institutional initiatives and resource allocation

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Selected List of Planning Initiatives

• College plan(s)
• Enrolment plan
• Aboriginal Conceptual Framework
• Research plan
• Information technology
• Student computing
• Administrative Systems Renewal
• Infrastructure (network)
• Teaching, Research, Service
• Operations Forecast
• Systematic Program Review Action plans
• Communications plan
• Economic impact assessment
• Internationalization

• Fundraising/development plan
• Campus Master plan
• Land-use
• Parking
• Residences
• Sustainable Development
• Lighting
• Capital Plans (major and minor)
• Integrated Space plan
• Health, Safety and Environmental Management plan
• Administrative unit plan(s)
• Integrated Planning

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How it all began

• In 2001, the University of Saskatchewan appointed
  its first Provost and Vice-President Academic.
• For the first time, the University was able to
  have academic priorities drive the planning
  process.

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How it all began.

• A team was assembled to research best practices
  and designing a new planning process for the
  University of Saskatchewan.
• In 2002 the President restated the vision of the
  University
• The Provost released the White Paper on
  Integrated Planning.

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Organizational Change

• Creation of the Integrated Planning Office
• Led by the Assistant Provost, Integrated Planning
• Combines expertise from Budget, Academic
  Planning, Institutional Analysis and Facilities
  Management

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Organizational Change

• Provosts Committee on Integrated Planning (PCIP)
  -- an executive decision-making body that
  recommends on plans resource allocation
  decisions and multi-year budgets

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A New Planning Process Critical Design Elements

• 1. Strategic Directions
• 2. Foundational Documents
• 3. Comprehensive Overview
• 4. College (Faculty) and Major Administrative
  Unit Plans

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Renewing the Dream U of S Strategic Directions
2002

• International Standards
• Academic Pre-eminence
• Sense of Place

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Renewing the Dream Key Strategic Directions

• Attract and retain outstanding faculty
• Increase campus-wide commitment to research,
  scholarly and artistic work
• Establish the U of S as a major presence in
  graduate education
• Recruit and retain a diverse and academically
  promising body of students, and prepare them for
  success in the knowledge age

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Foundational documents

• 1998
• A Framework for Planning
• 2002
• Standards for Promotion and Tenure
• Strategic Directions Renewing the Dream
• 2003
• Campus Core Area Master Plan
• Enrolment Plan
• Conceptual Framework for Aboriginal Initiatives
• Internationalization Plan
• Information and Communications Technology Plan
• 2004
• Plan for Research, Scholarly, and Artistic Work

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Foundational documents(in progress)

• Complement Plan
• Contributing Together Administrative Units Plan
• Outreach and Engagement
• Teaching and Learning

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Comprehensive Overview

• A list of all major planning entities and the
  units that report to them
• Seems like an easy thing to devise, but its not.

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College and Unit Plans

• Each college and major administrative unit was
  asked to submit a plan for their unit.
• Plans were to highlight units initiatives,
  alignment with the strategic directions, quality
  and critical mass, and cost effectiveness.

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Approval Decision Making Structure
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Planning Cycles2002-2003
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Planning Cycles2002-2004
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Planning Cycles2004-2007
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Planning Cycles2005-2006
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Planning Cycles2006-2007
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Planning Cycles2007-2011
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Planning Cycles2007-2008
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Basis for Evaluation

• Allocation Principles
• Strategic Directions
• Foundational Documents
• Performance Measures
• Benchmarking

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Allocation Principles

• Alignment with Renewing the Dream and
  Foundational Documents
• Quality of Existing Programs
• Quality of Existing Research
• Critical Mass
• University Reputation
• Cost Effectiveness
• Revenue Producing Activity, relative to
  opportunity
• Interconnectedness
• Quality of Existing Services

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Baseline Data a collection of data that
describes the activities and resources of a
planning entity
Baseline Data
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Entity Profile summarized data that will form
the basis for the development of Key Performance
Indicators
Entity Profile
Baseline Data
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Key Performance Indicators a set of indicators
which facilitate comparisons over time within
planning entities. KPIs may also facilitate
comparisons between entities.
Key Performance Indicators
Entity Profile
Baseline Data
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Performance Measures a Key Performance Indicator
with a target within a planning cycle
Performance Measure
Key Performance Indicators
Entity Profile
Baseline Data
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Benchmarks

• a combination of Key Performance Indicators and
  Performance Measures which allow
  inter-institutional comparisons

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Integration of

• Planning and Budgeting
• Financial Oversight
• Academic and Administrative Planning
• Semi-Autonomous Units
• Evaluation Processes
• Annual and Multi-Year Planning Framework

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Integrated Planning Milestones

• Renewing the Dream Spring 2002
• Provosts White Paper August 2002
• Town Hall Meetings Fall 02/Winter 03/Fall 03
• Foundational Documents Fall 02 forward
• College Plans Sept to Dec 2003
• Admin Unit Plans Dec 2003
• Board and Council Approval May 2004

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Next Steps

• Assessment of College and Admin Unit multi-year
  plans
• University Level Strategic Plan
• Multi-year Budget Framework
• Performance Measures and Targets
• Annual Review of Progress with interim
  adjustments
• Repeat five year planning cycle

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Why do all of this?

• No university in the world can afford excellence
  in all discipline areas Bernard Shapiro,
  Principal, McGill University
• Integrated Planning is intended to allow the
  University to make difficult decisions in a
  collegial manner with evidence appropriately
  assembled. (Provosts White Paper, p.6)

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Questions and Discussion
www.usask.ca/vpacademic/integrated-planning