1. A two-phase, faculty and staff driven process
Phase I: Strategic Resource Allocation (2018/2019)
Phase II: Strategic Planning (2019/2020)

2. Strategic Resource Allocation
Key Questions
How do we spend current resources?
How should we spend future resources?
How will we fund implementation of strategic plan?
What is a unit’s overall strategic contribution to PNW?
Academic programs
Support functions

3. Strategic Resource Allocation
Inclusive Approach
Steering Committee
Planning and coordination
Facilitation Team
Gathering of data
Task Forces
Evaluation of units
(academic programs & support functions)

4. Strategic Resource Allocation
Task Force Membership
Selection Criteria (from Call for Nominations, 8/16/18)
Understanding PNW’s mission, student-centered, team player
Representative of diversity of institution
Critical thinking, problem solving, fair-mindedness
Respect of peers, leadership experience
History of “getting things done” and meeting commitments
Willingness to adopt an institutional perspective

5. Strategic Resource Allocation
Overall Process for
Data gathering and processing by Facilitation Team
Information sessions with consultant
Formation and training of task forces
Development of evaluation criteria
Development of evaluation forms (“templates”)
Completion of templates by heads of units
Evaluation of program templates by task forces
Recommendations to Senior Leadership Team

6. Strategic Resource Allocation
Ralph discusses the process while giving overview of the timeline

7. Strategic Resource Allocation
Ralph discusses the process while giving overview of the timeline Ralph turns the presentation over to Steve after this slide to discuss financial criteria.

8. Each quintile is based on 20% of total budget resources available
Strategic Resource Allocation
High
Program/Function
INVEST
Each quintile is based on 20% of total budget resources available
Academic Programs 162 units
Support Functions 159 units
Program/Function
Program/Function
Program/Function
PROMOTE
Program/Function
Ranking
Program/Function
Program/Function
MAINTAIN
Program/Function
Program/Function
Program/Function
STREAMLINE
Program/Function
Program/Function
Program/Function
DIVEST
Program/Function
Low
Program/Function

9. Strategic Resource Allocation
What SRA is not
What SRA is
A budget-cutting exercise.
“We cannot …”
A process of establishing institutional priorities within existing budget resources.
“We can …”