Peralta CCD Planning

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Peralta CCDPlanning Budgeting
IntegrationOverview
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Background
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Chancellors Charge

• Streamline the process for developing
  recommendations on planning and budgeting
• Ensure effective shared governance participation
• Deliver thoughtful, data-driven recommendations

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Need for the Change - Why this proposal now?

• Required by Accreditation need to integrate
  planning and budgeting.
• Supports vision of Strategic Plan data-driven,
  collaborative planning
• Provides a solutions for the lack of clear
  advisory reporting channels
• Addresses college requests for fewer and more
  efficient District-wide committees.

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CWG Membership
Joseph Bielanski, Berkeley City College Academic
Senate President Carlotta Campbell, College of
Alameda Academic Senate President Karolyn Van
Putten, Laney College Academic Senate
President Anne Elliot, Merritt College Academic
Senate President Debby Weintraub, PFT
President Mark Greenside, PFT Matthew Goldstein,
PFT Patricia Dudley, PFT Rona Young, Classified
Senate Horace Graham, Classified Senate Jeanette
Jackson, Vice President, Instruction, College of
Alameda Frank Chong, President, Laney
College Thuy Nguyen, Strategic Planning
Manager Debbie Budd, Associate Vice Chancellor,
Educational Services
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Proposal Overview
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Guiding Principles

• Educational planning is the foundation of
  decision-making.
• College planning is the primary source for
  recommendations.
• Communication between committees must be
  transparent and logical.
• The proposed Planning and Budgeting Council (PBC)
  makes recommendations to the chancellor and to
  makes recommendations on initiatives proposed by
  the Chancellor.

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Guiding Principles (cont.)

• All constituencies have the right to make
  recommendations directly to the Chancellor and
  Board.
• There needs to be a clear path from
  recommendations to consideration in the
  decision-making cycle
• All decisions and minutes shall be documented and
  publicized widely, using all available means.

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Purpose

• Promote student success by improving timeliness
• Create a structured advisory process leading to
  decision-making
• Serve as the official and standard process for
  recommendations
• Provide processes to resolve issues between the
  colleges and district service centers, and
  between and among the colleges

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One Year Testof PBI Model

• Implement from the beginning of the Fall term
  2009 through the 2009-2010 academic year
• Review and modify after one year

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Terms
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Annual Planning Calendar for Integrating Planning
and Budgeting
Jan - May
Sep - Nov
Dec - May
Sep
1- INITIAL DATA REVIEW INITIAL DISCUSSIONS
2 - COLLEGES DEVELOP PRIORITIES
3 - DISTRICT WIDE INTEGRATION
4 - BUDGET DEVELOPMENT
BOARD APPROVAL
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PBIM Flow, Responsibilities and Composition
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College planning is the foundation of decision
making
Board of Trustees
Chancellor / SMT
District Planning and Budgeting Council
Technology Committee
Education Committee
Facilities Committee
Berkeley City College
College of Alameda
Laney College
Merritt College
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District Subject Matter Committees provide
technical review and coordination
Board of Trustees
Charge
Chancellor / SMT
District Planning and Budgeting Council
Technology Committee
Education Committee
Facilities Committee
Berkeley City College
College of Alameda
Laney College
Merritt College
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District Subject Matter Committees provide
technical review and coordination
Board of Trustees
Composition
Chancellor / SMT
District Planning and Budgeting Council
Technology Committee
Education Committee
Facilities Committee
Technology Committee
Education Committee
Facilities Committee
Berkeley City College
College of Alameda
Laney College
Merritt College
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Planning Budgeting Council integrates across
the district makes tough decisions
Board of Trustees
Chancellor / SMT
District Planning and Budgeting Council
Technology Committee
Education Committee
Facilities Committee
Berkeley City College
College of Alameda
Laney College
Merritt College
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Planning Budgeting Council integrates across
the district makes tough decisions
Board of Trustees
Chancellor / SMT
District Planning and Budgeting Council
Technology Committee
Education Committee
Facilities Committee
Berkeley City College
College of Alameda
Laney College
Merritt College
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Developing the Process
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Operating Principles

• District-Wide Perspective
• Shared Agreement work toward consensus
• Consistent Membership and Attendance
• Support for Committee Effectiveness
• Integrated Annual Calendar Timely Decisions
• Communication to Colleges and College Committees
• Transparency / Open Meetings
• Official Membership
• Flexibility and Learning

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Process Standards

• Agendas will be posted early, before the
  committee meetings
• Agenda materials will be provided early, before
  the committee meetings
• Agendas and materials are posted on the Master
  Calendar.
• On meeting dates will be posted on the Master
  Calendar.
• There will be nameplates at the committee
  meetings.
• The executive assistants (or designee by the
  chair) will type up meeting minutes. The meeting
  minutes will be uniform for all committees.
• The meeting minutes will be posted to on the
  website.

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Questions / Discussion