1. Budget & Planning
Calendar

2. Planning is on-going Mission, Vision & Values
Strategic Plan and Core Themes
Objectives and Strategic Indicators
Unit Planning
Resource Allocation

3. Institutional Planning
Planning Process
Institutional Planning
Review of strategic plan & indicators
Monitoring reports
College Council, DIG, Executive Cabinet, Board of Trustees
Unit Planning
Set unit priorities
Develop annual unit plans
Deans, Directors, Faculty and Staffs
Resource Allocation
Internal Budgeting and State Funding
VP Admin & Finance, Executive Cabinet, RTC Foundation

4. Planning & budgeting Timeline
JANUARY
FEBRUARY
MARCH
Unit plan mid-year updates
Annual strategic plan approved and shared with campus
Budget development begins
Strategic plan monitoring report (Feb-Mar)
Annual unit plan development begins
Review of departmental budgets
Unit plan development concludes
APRIL
MAY
JUNE
Review of department budgets complete and presented to Cabinet
World Café (Interactive) forums to discuss strategic indicators data
Final budget prepared and reviewed by Cabinet
Budget presented to Board of Trustees
Budget uploaded into FMS

5. Planning & budgeting Timeline
JULY
AUGUST
SEPTEMBER
Year-end unit plan updates
Council year-end reports due
Call for governance council membership
Strategic plan monitoring report (Sept-Oct)
Governance council rosters finalized and posted online (Sept-Oct)
Councils begin monthly meeting schedules
OCTOBER
NOVEMBER
DECEMBER
Strategic plan monitoring report (Sept-Oct)
Governance council rosters finalized and posted online (Sept-Oct)
Annual strategic plan development
Prior year strategic plan successes and challenges discussions
Draft annual strategic plan presented to Cabinet

6. Assessment process Institutional Level Assessment
IR, DIG, College Council, Cabinet
→ Assess validity and reliability of
performance indicators
→ Monitor indicators via dashboard
→ Provide monitoring reports to Board
of Trustees twice annually
Department Level Assessment
VPs, Directors, Deans
→ Set annual priorities
→ Complete annual dept. plans
→ Measure unit plan activities
→ Provide mid and end-year updates
Program and Course Level Assessment
VPI, Deans, Faculty, IR
→ Conduct Comprehensive Review
on 3-year cycle