Davenport University 2010-11 Strategic Planning, Goal

Development and Budget Process

December 15, 2009

Strategic Planning, Goal Setting, and Budget Process Time-Line

Vision Development Phase - COMPLETED

Date Process Step

September 2009 Cross functional and diverse Strategic Planning Committee (SPC) formed – 38 members

October 16, 2009 SPC Initial Meeting

October-November, 2009 SPC Reaffirm Mission and complete draft Vision – 6 meetings with engaging dialogue

November 23-25, 2009 Town Hall Meetings to gather faculty and staff input – 450 people attended, 83 watched live video, 100+ viewed recording

November 25-December 1, 2009

Faculty and Staff surveyed. Feedback collected and reflected

December 9, 2009 Board of Trustees reaffirms Mission and reviews and approves Vision

Strategic Planning, Goal Setting, and Budget Process Time-Line

Date Process Step

December 16, 2009 Leadership Team – meets to discuss Budget and Goals Committee

December 23, 2009 Leadership Team – final Budget and Goals Committee established

January 4 – January 19 EVP meets with functional units to kick-off goal process and functional units develop goals

January 5 Appoint Budget and Goals Prioritization Committee

January 15 Finalize enrollment projections for fiscal year 2011

January 15 – January 18 EVP holds meeting with direct reports to discuss and finalize goal priorities

January 20 Draft goals are due to Leadership Team member

Strategic Planning, Goal Setting, and Budget Process Time-Line

Date Process Step

January 25 Leadership Team meets to discuss draft goals and finalize budget assumptions

January 27 Leadership Team sends final draft of goals to Budget and Goals Committee

January 29 – February 16 Goals and Budget Priorities Committee reviews draft goals and finalize

February 5 & 12 Presentations on goals to Budget and Goals Committee for New Initiatives

February 16 Goals and Budget Priorities Committee submits draft goals to Dr. Pappas

February 19 Communication sent to the University outlining goals and budget priorities

February 22 – February 25

Town Hall Meetings held at various locations

Strategic Planning, Goal Setting, and Budget Process Time-Line

Date Process Step

March 2 Preliminary budget and budget assumptions approved by Finance Committee

March 2 Discuss Goals Draft of New Initiatives, Preliminary Budget and Budget Assumptions with Executive Committee

March 10 Board Meeting – review strategic goals and draft budget priorities

March 11 Budget Packets including approved budget assumptions and New Initiatives distributed to unit leaders

April 9 Unit Budget packages due to Finance

April 12 – April 23 Budgets accumulated for review

April 27 Leadership Team final meeting to review budget and make final decisions

Strategic Planning, Goal Setting, and Budget Process Time-Line

Date Process Step

June 22 Finance Committee reviews and approves final budget

June 28/29 Board of Trustees reviews and approves final budget

June 10-30, 2010 Functional units finalize operating goals and measures based upon Strategic Plan

July 1, 2010 Start of 2010-11 fiscal year

July 8, 2010 Communication of final budget

August 2010 Presentation of Goals and budget at DavenFest

October 2010 First quarterly goals status report