Managed Care – Data-driven Planning and Spending Faculty Leadership Institute 2007 Barbara Illowsky and Wheeler North

Reference The Faculty Role in Planning and Budgeting Adopted Fall FacultyRole_Budgeting.htm FacultyRole_Budgeting.htm

What is a plan? Roadmap Roadmap Pathway to accomplish Pathway to accomplish Guide to both current and future activities Guide to both current and future activities Involves goals & outcomes Involves goals & outcomes An attempt to chart the future based upon some known and potential information An attempt to chart the future based upon some known and potential information

What are the common types of plans? Strategic Strategic Facilities Facilities Unit Unit Educational – short term Educational – short term Academic master plan – long term Academic master plan – long term Technology Technology Distance ed plans Distance ed plans Hiring ???? (tough to do!!) Hiring ???? (tough to do!!)

Jargon (plans) Goals Goals most general, a broad areas of concern Objectives Objectives state the specific things to be accomplished within each general area of concern Action Plans Action Plans state exactly how those objectives are to be accomplished

More Jargon Criteria Criteria determine prioritization achieve common denominator what we’re going to do in planning Specific elements can include things like safety, certification, accreditation, etc. Standards technology, classroom, facilities, etc. Standards technology, classroom, facilities, etc.

What is a budget? Financial/money plan Financial/money plan Temporally limited Temporally limited A budget is a responsible plan for expending resources based upon expectations. A budget is a responsible plan for expending resources based upon expectations.

Budget requirements Required by Education Code Required by Education Code State and federal funding drives both budgeting processes and the calendar State and federal funding drives both budgeting processes and the calendar State budget (3 year lead time to Jan. 15 th draft) State budget (3 year lead time to Jan. 15 th draft) January draft May revise Further revisions Signed budget (theoretically by June 15)

Faculty involvement Title 5, § (c) (10) Title 5, § (c) (10) Processes for institutional planning and development Clarification: academic senates’ authority extended only to the development of planning and budget PROCESSES, and not to the specifics of the plans and budgets themselves

Local district policies Will define budgetary processes and faculty participation Will define budgetary processes and faculty participation Go home and study! Know your campus policies. Go home and study! Know your campus policies. (Check structure for multi-college districts.)

Jargon (budgets) General fund apportionment General fund apportionment Restricted/categorical funds Restricted/categorical funds State vs. federal funding State vs. federal funding Grants Grants Foundations Foundations Bonds Bonds

Principles Planning should drive budgeting, never the reverse Planning should drive budgeting, never the reverse Planning should always be for the first-rate, even in the face of second- or third-rate budget allocations Planning should always be for the first-rate, even in the face of second- or third-rate budget allocations (additional principles: pp. 15 – 17) (additional principles: pp. 15 – 17)

Process in brief Program Review creates the information for Program Planning! Dept. Plans  Division Plans  Master Plans  Budget Development

Strategic Plan Provides mission and values Provides mission and values Provides broad goals and targets Provides broad goals and targets Provides specific actions for completing master plans Provides specific actions for completing master plans

Next steps Study the reference Read your local budget policies and processes Get involved on your campus