The Periodic Review Report: Providing Evidence that Institutional Planning and Budgeting are Linked

1. The Periodic Review Report: Providing EvidencethatInstitutional Planning and Budgetingare Linked Andrea A. Lex, Ph.D. Dean, Planning, Assessment, & Institutional Research Prince George’s Community College Largo, MD

2. The Periodic Review Report • “is a retrospective, current, and prospective analysis of an institution.” • “should demonstrate that the institution meets the standards by which the Commission reaffirms or denies accredited status.” • Handbook for Periodic Review Reports p. v • provides an opportunity for an integrated review of the institution.

3. Linking Planning & Budgeting

4. Linking Planning & Budgeting Standard 1 Mission

5. Linking Planning & Budgeting Standard 2 Mission

6. Linking Planning & Budgeting Standards 3 & 7 Mission

7. Integrated Mission

8. Section 6 of the PRR Evidence that • linked institutional planning and budgeting processes • areinplace.

9. Name that Year … • The Euro became legal tender in 12 EU member countries • No Child Left Behind became law • Michael Jackson received the Artist of the Century award • Reporter Daniel Pearl kidnapped • President George W. Bush coined the phrase “axis of evil” • A Beautiful Mind named best picture • XIX Winter Olympics opened in Salt Lake City • U.S. invades Afghanistan • The Sarbanes Oxley Act signed into law • The Beltway sniper attacks begin • Andrew Fastow, former Enron CFO indicted • United Airlines filed for bankruptcy

10. 2002 • Characteristics of Excellence adopted by the Middle States Commission on Higher Education

11. Standard 2: Planning, Resource Allocation, and Institutional Renewal • An institution conducts ongoing planning and resource allocation based on its mission & 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.

12. Multiple examples of the results of a process that looks like this: Mission

13. 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.

14. Little or no evidence of this: Wants Plan Assessment Pressures Goals Terrific Ideas Resource Allocation Strategies

15. What to 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.

16. What to Look For: • Reasonable relationships between projections, plans, and resource allocation proposals. • Clearly articulated intended outcomes given resources allocated. • Planning & Budget Calendar • Development • Assessment

17. What to 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?

18. The PRR is an integrated review Challenges and Opportunities Response to Recommendations Projections Mission Linked Planning & Budgeting leading to institutional reaffirmation.