1. Program review, planning, AND budgeting Workgroup
Update
Marcy Drummond
Mary Gallagher
Co-Chairs
Faculty Convocation, 2009
2. WORKGroup Members
Marcy Drummond, VP Workforce and Economic Development
(Co-Chair)
Mary Gallagher, VP Administrative Services (Co-Chair)
Bill Elarton (Senate Rep)
Bill Gasper (Resource Person)
Marilyn Maine (Senate Rep, Program Review Co-Chair)
Lori Hunter (Classified Staff Rep)
Eddie Afana (Resource Person, Program Review Co-Chair)
Kathleen Yasuda (AFT Rep)
Bill Smith (Classified Mgr Rep)
Joe Ratcliff (Chair of Chairs)
3. 11 Principles of Program review, planning, and budget
process
The college and districts mission, goals, and objectivesdrive the
processparticularly as they relate to the achievement of students
educational goals.
The process ensures the opportunity for broad and effective
participation by all college stakeholders, including students,
faculty, staff, and administration and facilitates continuity of
participation from cycle to cycle.
4. 11 Principles of Program review, planning, and budget
process
The process fosters accountability, is internally consistent, and
is consistently applied.
The process integrates annual and multi-year planning at the unit,
department, division, and college level.
The process at each organizational level draws on useful, relevant,
and reliable information for self-study of effectiveness, student
needs, community requirements, and external imperatives.
Responsibility for ongoing reliable and substantial research that
supports the program review, planning, and budget process is
clearly assigned and carried out.
5. 11 Principles of Program review, planning, and budget
process
The priorities and recommendations developed in the process guides
college decision making; resource allocation; reforms in policies
and practicesnecessary to improve programs and services; and the
development, evaluation, revision, and discontinuance of
instructional and non instructional programs and services.
The process is flexible, and adapts readily to changes in
priorities, needs, opportunities, technology, funding, external
requirements, and other circumstances.
The evaluation of the results of past years plans is an integral
part of preparing plans for subsequent years.
6. 11 Principles of Program review, planning, and budget
process
The process itself is regularly evaluated.
The process--including timelines, responsibilities, and the
specific recommendations that result--is realistic and capable of
implementation.
The responsibility for planning is considered the responsibility of
all administrators, faculty, staff, and students.
7. Key Elements of Program Review, Planning, and Budget
Process
Program Review
All College units (disciplines) prepare a thorough evaluation of
their units that is based on data compiled over a specified period
(to be recommended by the Program Review Committee) and develop
SLOs. The units Chair/Manager/Supervisor meets with the units
faculty/staff to review the data and to discuss areas for
improvement. Career Technical Education units perform this
evaluation every two years while other academic units perform their
evaluation (to be determined). Non-academic units perform their
program review (to be determined). This review is based on outcomes
from the current period and student learning outcomes or service
area outcomes assessment. The analysis involves evaluating the
units strengths, weaknesses, opportunities, and challenges to
identify the strategic direction of the unit for the coming
period.
8. Key Elements of Program Review, Planning, and Budget
Process
Unit Plan
The periodic program review informs the planning of the college.
The unit plan is derived from the resulting recommendations of
program review. If the program review is multiple years, unit plans
will be broken down by year. The unit plan takes the strategic
direction identified in the program review and specifies the
objectives and actions that need to be accomplished in order to
meet each goal. This is mapped in a matrix with the
objective/tasks/person(s) responsible. Budget requests of the unit
must be linked to the tasks. The budget requests must be
prioritized by the unit. The plan must ensure linkage with the
college strategic plan, district strategic plan, and the
accreditation standards.
9. Key Elements of Program Review, Planning, and Budget
Process
Department Plan
Each unit submits its unit plan to their department/program dean or
manager. The dean/manager meets with the units to develop the
department plan and prioritizes budget requests from the
department.
College Committee Plans
Each college committee will evaluate its plan on an annual basis
and review what was accomplished and adopt the strategic direction
of the committee for the coming year. Budget requests that are
prioritized may also come to the PBC from college
committees.
10. Key Elements of Program Review, Planning, and Budget
Process
Division Plan
Each department submits its plan to the division vice president for
development of the division plan. The division dean/managers work
together to prioritize division budget requests for
submission.
Planning and Budget Committee (PBC)
The planning and budget committee receives all division plan and
prioritized budget requests and ensures alignment of the plans with
the college and district strategic plan and the goals for the year
as set by College Council at their Annual Retreat. The Budget
Subcommittee prioritizes all division and college committee
requests for submission to the full PBC for recommendation to
College Council. The PBC in conjunction with the President arranges
communication venues to the campus community throughout the
process.
11. Key Elements of Program Review, Planning, and Budget
Process
College Council
Receives a recommendation from the PBC for the annual operating
plan linked with the budget and approves and sends it to the
President for final approval.
12. Key milestones and due datesfall semester
Sept 2 - Oct 15 - Program Review Training Sessions
Sept 9 - College Council Meeting to Approve Strategic Direction
(Accreditation Planning Agenda Items and Planning Goals/Objectives)
for 2009-10 and 2010-11
Sept 9 - College Council Meeting to Approve Integrated Program
Review, Planning, & Budget Principles, Flow, and 2009-10
Timeline of Activities
Sept 21 - Academic Senate Meeting to Approve Integrated Program
Review, Planning, & Budget Principles, Flow, and 2009-10
Timeline of Activities
13. Key milestones and due datesfall semester
Beginning of Sept - Budget Worksheets Distributed
Month of Sept - Budget Training Sessions
Week of Oct 12 - CollegewideProgram Review, Planning, and Budget
Forum
Oct 23 - Discipline/Unit Completed Program Reviews Due to
Dean/Director/Manager
14. Key milestones and due datesfall semester
Oct 23 to Dec 18 - Resource Request Prioritization
Dec 4 to 14 - Senate Hiring Prioritization and Other Personnel
Hiring Prioritization
Dec 14 - CollegewidePlan and Resource Prioritization
Presentation
