1. Annual Reporting UWF.edu/ASPIRE ASPIRE@uwf.edu Cynthia Catellier
Angela Bryan

2. Who reports and Why? WHO? All “planning units” across the university
This includes:
vice presidents,
deans,
non-academic units, and
all academic departments.
WHY? To build a cohesive body of evidence to demonstrate that we are executing our mission

3. What comprises Annual Reporting ?
Non- Academic Departments submit (4 items):
Annual Report previous year’s plan
Community Engagement Activities (optional)
Distinctive & Notable Accomplishments (optional)
Annual Plan for next year’s activities

4. What comprises Annual Reporting ?
Academic Departments submit (5 items):
Annual Report previous year’s plan
Community Engagement Activities
Distinctive & Notable Accomplishments
Annual Plan for next year’s activities
Assessment of Student Learning Reports

5. Summary Report on Assessment Academic Departments only
Assessment of Student Learning Reports are addressed in a different PowerPoint

6. Regional Accreditation SACSCOC
Where does the information from the reports go?
Why are they necessary?
Regional Accreditation SACSCOC
Institutional Planning (Core Requirement)
The institution engages in ongoing, comprehensive, and integrated research-based planning and evaluation processes that
(a.) focus on institutional quality and effectiveness and
(b.) incorporate a systematic review of institutional goals and outcomes consistent with its mission.
Florida Board of Governors
Florida Board of Governors’ Strategic Plan
UWF Annual Accountability Report submitted to the Florida Board of Governors
And
Helps centralize data for grants and research
Program Reviews every seven years
Disciplinary accreditors require departments to develop, support, and demonstrate that they are following their mission
New department heads can easily access prior year data, goals, and activities
It’s simply good practice
It is a UWF Policy AC Institutional Effectiveness

7. When? Academic Departments
Reports are due by July 31 each year
Assessment of Student Learning
Annual Report
Community Engagement Activities
Distinctive & Notable Accomplishments
Early submissions are happily accepted!
5. Plans are due by September 30 each year
Due dates can be found at UWF.edu/ASPIRE

8. When? Non-Academic Departments & College Deans
Reports are due by August 31 each year
Annual Report
Community Engagement Activities
Distinctive & Notable Accomplishments
Early submissions are happily accepted!
4. Plans are due by September 30 each year
Due dates can be found at UWF.edu/ASPIRE

9. When? Vice Presidents Reports are due by September 30 each year
Annual Report
Community Engagement Activities
Distinctive & Notable Accomplishments
Early submissions are happily accepted!
4. Plans are due by September 30 each year
Due dates can be found at UWF.edu/ASPIRE

10. Where to submit the reports?
ASPIRE
UWF.edu/aspire/
Cynthia Catellier x 2239

11. How? It begins with a plan due September 30 (all units)
ASPIRE
UWF.edu/aspire/
Cynthia Catellier x 2239

12. Annual Plan (all units) Only those with a UWF.edu email
may view the site.
Only individuals who have been given
editing permission may enter or
change information.
Find your unit
Click to open
Those with UWF student s
cannot view or edit the site.
ASPIRE has given editing permission
for each site to department heads.
Contact for additional
editing privileges for your site.
Click Planning Units on the left hand
navigation bar at the top of this site
To view all UWF planning units.
Cynthia Catellier x 2239

13. Annual Plan (all units) Contact ASPIRE@uwf.edu if you need additional
planning docs
Only individuals who have been given
editing permission may enter or
change information.
Complete as many Planning
documents as you need.
Contact for additional
editing privileges for your site.
Cynthia Catellier x 2239

14. Annual Plan (all units) For planning, only fill in the top half
of the form.
Link your unit plan to the
UWF Strategic Plan
Pursue Grants
This plan links to UWF Strategic Direction 3.4
“Optimize internal and external support to promote teaching
and learning activities, service, research, strategic innovation
and other scholarly works.”
You may go back and
edit if you choose.
It’s a Google Doc –
no need to hit save.
Cynthia Catellier x 2239

15. Ideas for Annual Plan
Link your plan to the UWF Strategic Plan UWF.edu/about/
If you have a Program Review or Audit coming up, plan for it.
If you have a completed Program Review or Audit with recommendations, plan to implement one or two.
If you have a Disciplinary Accreditation coming up, plan for it.
If you have a completed Disciplinary Accreditation with recommendations, plan to implement one or two.
Make your plan actionable & measurable, it is not a vision statement.
Cynthia Catellier x 2239

16. Annual Report (all units)
Find your unit in the left hand navigation bar, click, & open the Annual Report document
Cynthia Catellier x 2239

17. Annual Report (all units)
The Annual Plan
(submitted September 30)
becomes your next year’s
Annual Report.
For reporting, complete
the bottom half
of the form.
Remember to Close the Loop
by completing both sections.
Cynthia Catellier x 2239

18. Completed Annual Report (all units)
It’s a Google Doc –
no need to hit save.
Please refrain from answering
N/A for Decisions/Changes
Cynthia Catellier x 2239

19. What if . . . ? There is no Plan from last year upon which to report!
You must have done something
last year. Report on it as best as
you can.
Your unit has a new name?
Type in the new name next to
the old name. Be sure to keep
both so a historical record can
be maintained/demonstrated.
Your unit has been disbanded?
Put that in the Report.
Outcome – Unit has been disbanded
Decisions made - discontinue operations of this unit
Cynthia Catellier x 2239

20. To view prior year’s Reports
Reports are stored
on the Google site.
New department
heads can view the
unit’s Reporting history.
The Reports are accessible
for Program Review or other
reporting needs.
Cynthia Catellier x 2239

21. Tips for getting this done
Start the process early in the spring semester
Download blank templates (or ask ASPIRE to send you Word docs) for Community Engagement Activities and for Distinctive & Notable Accomplishments. Send these to each member of your department
Incorporate data from the completed forms into the annual evaluation process
Cut and paste data to the forms from CVs submitted
Ask for input from your department before they leave for summer vacation
Use what you are already doing, such as Program Review or Disciplinary Accreditation
Don’t over complicate it
Don’t worry if you do not complete your plan. Simply report that the plan is underway and report what you learned from implementing the plan over the last year –close the loop
Go ahead and make multi-year goals, just be sure report on your progress each year – close the loop
Cynthia Catellier x 2239

22. Some examples of how this information is used:
Contrary to
urban legend,
the information
is beneficial,
needed, & used!
The information sent by
departments goes to:
UWF Library,
Florida Board of Governors,
Carnegie Foundation,
SACSCOC,
Grant Submissions,
Program Reviews . . .

23. Annual Reporting UWF.edu/ASPIRE ASPIRE@uwf.edu Cynthia Catellier
Angela Bryan