Corporate Strategic Planning Templates by ihz40241

VIEWS: 389 PAGES: 7

More Info
									                                                              2005 Review and Planning Calendar - Key events



 Date       Month    Planning       Output                 Responsibility             Meetings                          Activity                                        Notes
                      phase
10-Jan-05   Jan-05    Review  ES information paper                CPO                                      Produce 'draft' ES information paper              Due for CPG retreat 17/2/05
                                                                                                                                                  Send email to all areas informing them that the
                                                                                                       Area Review proformas uploaded to PAS web proformas are available and confirm time line for
14-Jan-05   Jan-05    Review     2004 Annual Review               CPO
                                                                                                                          page                    submission of completed documents as March
                                                                                                                                                                         18.
                                                                                                                                                            Send to SMG; EO's to SMG;
                                                                                                                                                   Directors/Managers of Units; HoS's, Deans,
                                 Corporate Plan 2005-                                                    Produce bound copies of Corporate Plan BDMs, Div Managers, Div Accountants and Unit
21-Jan-05   Jan-05    Review                                      CPO
                                        2007                                                                           2005-2007                     Finance officers, UniSA funded Research
                                                                                                                                                    Institutes, Centres and groups. Upload pdf
                                                                                                                                                              version on PAS webpage.
                                     International &
                                                                                                          Meeting to finalise roles and agree on      Rev Gen working group consists of: UniSA
14-Feb-05   Feb-05    Planning   transnational revenue   Rev Gen working group      Working Group
                                                                                                                 process and timelines                   International (UI), PAS and Finance
                                         targets
                                                                                                                                                     ES paper due (draft version) - CPO to send to
17-Feb-05   Feb-05    Planning                                    CPG                CPG - 01/05                      CPG Retreat
                                                                                                                                                           CPG members prior to meeting.
25-Feb-05   Feb-05      NA                                   Academic Board         Academic Board
                                                                                                                                                    CPO to include the agenda for the 2003 Annual
                                                                                                       Liaise with PVC: OS&C & formulate email to
28-Feb-05   Feb-05    Review     2004 Annual Review               CPO                                                                                Reviews & any other relevant information in
                                                                                                           VC regarding Annual Review agenda
                                                                                                                                                                        email.
2-Mar-05    Mar-05      NA                                 Finance Committee       Finance Committee
                                                                                                                                                    Send email to relevant staff with date and time
8-Mar-05    Mar-05    Review     2004 Annual Review               CPO                                   Final approval of agenda for CPG reviews
                                                                                                                                                          of review meeting for their area
                                 Annual report 2004      Corporate Planning and
                                                                                                       Meet to decide Annual Report and Corporate
10-Mar-05   Mar-05    Review       and Corporate               Corporate
                                                                                                        Performance Report process and timelines
                                 Performance Report      Communications Officers
15-Mar-05   Mar-05      NA                                      Council                 Council
                                                                                                                                                    To be discussed at CPG meeting (03/05) on 27
                                                                                                         Formulate implementation plans for 2005
18-Mar-05   Mar-05    Review                                      CPG                                                                               April - plans to be forwarded to CPO by Monday
                                                                                                                     Priority Projects
                                                                                                                                                                          18 April
                                                                                                                                                    CPO to format all documents and email to area
                                                           Divisions, Whyalla,                             Completed unformatted Area Review            contact for final approval as well as final
18-Mar-05   Mar-05    Review     2004 Annual Review
                                                           Institutes and Units                                 documents due to PAS                   confirmation of attendees (list the names
                                                                                                                                                               submitted with review report).




     Last updated: 8/3/05                                                                                                                                                                      1 of 7
                                                             2005 Review and Planning Calendar - Key events



 Date       Month    Planning         Output              Responsibility           Meetings                         Activity                                          Notes
                      phase
                                                                                                                                                 Once all documents are formatted and checked
                                                                                                    Compile completed Division, Institute and     CPO is to save as pdf file and send completed
22-Mar-05   Mar-05    Review    2004 Annual Review               CPO                               Unit documents and send to printers for final document to external printer. There are to be 12
                                                                                                                     print.                       folders printed for each of the three days (10 x
                                                                                                                                                      CPG members, 1 x CPO and 1 x spare)
24-Mar-05   Mar-05      NA                                  Academic Board        Academic Board
                                                                                                     CPO to deliver completed folders to CPG      Hand deliver to Chancellery, City West & City
29-Mar-05   Mar-05    Review    2004 Annual Review               CPO
                                                                                                                     members                                East and courier the others.
5-Apr-05    Apr-05    Review    2004 Annual Review               CPG              CPG - 02/05               Annual Review meetings                  EAS, BUE, ITR, IWRI, RS and R&REMP
                                                                                                                                                  ITEE, HSC, Regional engagement (including
7-Apr-05    Apr-05    Review    2004 Annual Review               CPG              CPG - 02/05                 Annual Review meetings
                                                                                                                                                          Whyalla), IEP, ESP, T&L, ISP
                                                                                                                                                    HR, ISTS, OS&C Portfolio, Services, F&R
8-Apr-05    Apr-05    Review    2004 Annual Review               CPG              CPG - 02/05                 Annual Review meetings
                                                                                                                                                    Portfolio, FLC, A&L Portfolio, I&D Portfolio
                                                                                                                                                  Note: Proformas for Major Priorities section of
                                                                                                   CPO to circulate proformas to CPG members Annual Report circulated to Pro Vice Chancellor
                                Annual report 2004      Corporate Planning and                                                                   responsible for coordinating content: Educating
                                                                                                      for major priorities section of the Annual
11-Apr-05   Apr-05    Review      and Corporate               Corporate                                                                              Professionals - PVC, ALS; Creating and
                                                                                                      Report as well as report on 2004 Priority
                                Performance Report      Communications Officers                                                                   Applying Knowledge - PVC, R&I; Serving the
                                                                                                                        Projects.
                                                                                                                                                 community; People and services – PVC, OSC;
                                                                                                                                                                   Collaboration.
                                Annual report 2004                                                    Begin drafting sections on priorities and
11-Apr-05   Apr-05    Review      and Corporate               PVCs / EDs                             achievements against those priorities and          Due date to PAS by 30 April 2005
                                Performance Report                                                         report on 2004 Priority Projects
11-Apr-05   Apr-05      NA                                                          11-15 April                      Graduations                             Adelaide Festival Theatre
                                                                                                                                                  Working group (UniSA International, PAS and
                                                                                                                                                  Finance) meets with ED: I&D and ED: F&R to
                                    International &                                                                                                        consider broad agreement on
                                                                                                     Determine International and Transnational
15-Apr-05   Apr-05   Planning   transnational revenue   Rev Gen working group     Working Group                                                  revenue/EFTSU/persons targets/projections for
                                                                                                   revenue generation framework for 2006-2008
                                        targets                                                                                                    2006 international and transnational student
                                                                                                                                                   numbers, as well as revisiting FPOS pricing
                                                                                                                                                              policy/strategy for 2006.




     Last updated: 8/3/05                                                                                                                                                                    2 of 7
                                                          2005 Review and Planning Calendar - Key events



 Date       Month    Planning         Output            Responsibility         Meetings                          Activity                                            Notes
                      phase
                                                                                                                                                     Strategic Plans (International, T&L, Equity,
                                                                                                                                                 R&REMP and Indigenous Education Plan) to be
                                                                                                                                                  reviewed and updated if necessary by relevant
                                 University Strategic
20-Apr-05   Apr-05    Review                               PVCs / EDs                             Begin Review/Update of Strategic Plans         PVC. This process should include meeting with
                                       Plans
                                                                                                                                                  their relevant committees. The updated plans
                                                                                                                                                 will be used in the Planning process and are due
                                                                                                                                                              to PAS by 22 June 2005.
22-Apr-05   Apr-05                                                                                               Graduations                                    Whyalla
                                                                                                           Agenda items include:
                                                                                                    • Consider Priority Projects for 2006
                                                                                                 • Consider implementation plans for 2005
27-Apr-05   Apr-05   Planning                                 CPG             CPG - 03/05
                                                                                                              Priority Projects
                                                                                                  • Consider Report from Online Strategy
                                                                                                               Working Group
                                                                                                  Relevant PVCs/ED's to send completed
                                Annual report 2004                                                                                           CPO to send completed proformas to Corporate
                                                                                                 proformas of priorities and achievements
30-Apr-05   Apr-05    Review      and Corporate            PVCs / EDs                                                                         Communications Officer for incorporation into
                                                                                                against those priorities and reports on 2004
                                Performance Report                                                                                                   the draft 2004 Annual Report
                                                                                                          Priority Projects to CPO
                                     Medium Term                                                Arrange meeting with PVC:OSC to go over        Have draft proforma ready for meeting with
1-May-05    May-05   Planning                                 CPO
                                   Strategic Plans                                                requirements for 2006-2008 proformas.                        PVC:OSC
                                Program Performance                                                                                           Program Performance Report due to CPO by
4-May-05    May-05    Review                                  PAS                               Begin drafting Program Performance Report
                                        Report                                                                                                                   6/6/05
                                    International &
                                                                                                Divisions /Institutions begin drafting revenue          Procedures and templates sent to
9-May-05    May-05   Planning   transnational revenue      Finance Unit
                                                                                                                     targets                             Divisions/Institutes by Finance
                                        targets
                                    Priority funding
9-May-05    May-05   Planning                              Finance Unit                           Begin drafting priority funding requests             Proformas sent by Finance to SMG
                                       requests
10-May-05   May-05      NA                                                       Council
                                                                                                                                                   Meeting of ED: R&R, PVC: R&I, Research
                                   Medium Term
11-May-05   May-05   Planning                              Finance Unit                              Meet to set broad research targets          Services and Finance to discuss broad research
                                   Financial Plans
                                                                                                                                                      targets and growth for MTFP process
17-May-05   May-05      NA                               Academic Board      Academic Board
25-May-05   May-05      NA                              Finance Committee   Finance Committee
                                                                                                          Agenda items include:
26-May-05   May-05   Planning                                 CPG             CPG - 04/05         • Review draft 2004 Annual Report and
                                                                                                      Corporate Performance Report




     Last updated: 8/3/05                                                                                                                                                                   3 of 7
                                                                2005 Review and Planning Calendar - Key events



 Date       Month    Planning           Output               Responsibility             Meetings                          Activity                                          Notes
                      phase
                                     Priority funding
27-May-05   May-05   Planning                                       CPG                                  Priority funding requests due to Finance Unit      SMG to send responses to Finance Unit
                                        requests
                                                                                                          ES paper sent to Council Secretary to be        Send 35 copies of final bound Environmental
3-May-05    May-05   Planning     ES information paper              CPO                   Council
                                                                                                                      circulated to members                Scan 2005 documents to Joanne Gatsios
                                                                                                          Begin to prepare 2006-2008 Medium term
                                  Medium-term priorities
                                                            PVC: ALS, PVC R&I,                           priorities for Teaching & Learning, Research     CPO to include these priorities as an agenda
2-Jun-05    Jun-05   Planning     for T&L, Research and
                                                                PVC:OSC                                      and Researc education and People &                   item for CPG meeting 6/05
                                    People & Services
                                                                                                                             Services.
8-Jun-05    Jun-05      NA                                   Finance Committee       Finance Committee      Conside drafts of 2004 Annual Report
14-Jun-05   Jun-05      NA                                         Council                Council            Consider draft of 2004 Annual Report
                                                                                                                     Agenda items include:
                                                                                                              • Consider Priority Projects for 2006
                                                                                                         • Discuss structure for Corporate Plan 2006-
                     Planning &                                                                                               2008
16-Jun-05   Jun-05
                      Review
                                                                    CPG                CPG - 05/05             • Approve priority funding requests
                                                                                                              • Discuss funding priorities for 2006
                                                                                                           • Preliminary implementation plan for the
                                                                                                                  Review of Review & Planning
                                                                                                                                                          Plans: Teaching & Learning Strategy (T&L),
                                   University Strategic                                                                                                   Indigenous Education (IEP), Equity Strategy
22-Jun-05   Jun-05   Planning                                    PVCs / EDs                               Updated Strategic Plans to be sent to PAS
                                         Plans                                                                                                               (ESP), International (ISP) & Research
                                                                                                                                                                   Management (R&REMP)
                                                                                                         2006-2008 Medium term priorities due to PAS
22-Jun-05   Jun-05   Planning     Medium term priorities         PVCs / EDs                                                                                      Priorities for T&L; R&RE, P&S
                                                                                                            for inclusion in the 2006 MTSP process
24-Jun-05   Jun-05      NA                                    Academic Board          Academic Board
                                   Annual report 2004      Corporate Planning and                           Print and distribute Annual report 2004
                                                                                                                                                         Include Corporate Performance Report 2004 in
27-Jun-05   Jun-05    Review         and Corporate               Corporate                                 (Corporate Communications Officer has
                                                                                                                                                              UniSA distribution of Annual Reports.
                                   Performance Report      Communications Officers                                      distribution list)




     Last updated: 8/3/05                                                                                                                                                                          4 of 7
                                                             2005 Review and Planning Calendar - Key events



 Date       Month     Planning         Output             Responsibility           Meetings                          Activity                                            Notes
                       phase
                                                                                                                Agenda items include:
                                                                                                   • Review final draft of Corporate Performance
                                                                                                                        Report
                                                                                                      • Approve Strategic Plans (thematic plans)
30-Jun-05   Jun-05    Planning                                   CPG              CPG - 06/05       • Approve 2006-2008 medium term priorities
                                                                                                                 for T&L, R&RE, P&S
                                                                                                    • Approve funding priorities, 2006 provisional
                                                                                                   budget allocations and broad research targets
                                                                                                        • Approve MTSP and MTFP proformas.
                                 Transnational revenue   Divisions, Whyalla and
11-Jul-05    Jul-05   Planning                                                                            Forward targets to Finance Unit
                                        targets                 Institutes
                                                                                                                                              Hard copy documents sent to areas include:
                                                                                                                                            Environmental Scan 2005, 2004 Annual Report,
                                                                                                   Proformas for MTSP uploaded onto PAS web
                                    Medium Term                                                                                             2004 Corporate Performance Report. Electronic
11-Jul-05    Jul-05   Planning                                   CPO                               page by CPO. Proformas for MTFP sent to
                                    Strategic Plans                                                                                          documents included in the proformas include
                                                                                                                 areas by Finance
                                                                                                                                              links to: Strategic Plan (thematic plans) and
                                                                                                                                                  other University planning documents.
17-Jul-05    Jul-05      NA                                                                                    Offshore Graduations                             Hotel Nikko, Kuala Lumpur
                                 International revenue   Divisions, Whyalla and
18-Jul-05    Jul-05   Planning                                                                            Forward targets to Finance Unit
                                        targets                 Institutes
20-Jul-05    Jul-05      NA                                                                                    Offshore Graduations                              Ritz Carlton, Singapore
22-Jul-05    Jul-05      NA                                 Academic Board        Academic Board
23-Jul-05    Jul-05      NA                                                         23-24 July                 Offshore Graduations                              Grand Hyatt, Hong Kong
                                                                                                     Meeting with Executive Directors I&D and
                                     International &
                                                                                                     F&R, Director Finance and Management
4-Aug-05    Aug-05    Planning   transnational revenue    UniSA International
                                                                                                      Accountant to finalise International and
                                         targets
                                                                                                           transnational revenue targets
                                     International &
                                                                                                   Distribute final international and transnational
15-Aug-05   Aug-05    Planning   transnational revenue       Finance Unit
                                                                                                    targets to Divisions, Whyalla and Institutes.
                                         targets
16-Aug-05   Aug-05       NA                                     Council              Council
                                                                                                            Full day meeting to discuss:
17-Aug-05   Aug-05    Planning                                   CPG              CPG - 07/05       • the budget and renewal strategies for the            PAS to organise catering for the day
                                                                                                                  academic profile.
                                                                                                       CPO to send relevant CPG members                   Include relevant sections of 2005-2007
                                 Corporate Plan 2006-
23-Aug-05   Aug-05    Planning                                PVCs / EDs                              proformas for sections of the 2006-2008         Corporate Plan as reminder of what was written.
                                        2008
                                                                                                                   Corporate Plan.                          Due back to PAS by 21 September.




      Last updated: 8/3/05                                                                                                                                                                        5 of 7
                                                           2005 Review and Planning Calendar - Key events



 Date       Month    Planning          Output            Responsibility          Meetings                          Activity                                            Notes
                      phase
26-Aug-05   Aug-05      NA                                Academic Board        Academic Board
                                                                                                                                                   CPO to format all documents and email to area
                                                                                                                                                   contact for final approval. Once all documents
                                                                                                                                                    are formatted and checked CPO is to save as
                                    Medium Term          Divisions, Whyalla,                                                                          pdf file and send completed document to
1-Sep-05    Sep-05   Planning                                                                     Divisions/Institutes and Unit plans to PAS.
                                    Strategic Plans      Institutes and Units                                                                     external printer. There are to be 12 folders (10 x
                                                                                                                                                      CPG members, 1 x CPO and 1 x spare).
                                                                                                                                                   Distribute to CPG members at least one week
                                                                                                                                                          before meeting on 22 September.
                                    Medium Term          Divisions, Whyalla,                     Divisions/Schools/Whyalla/Institutes and Unit
1-Sep-05    Sep-05   Planning
                                    Financial Plans      Institutes and Units                               plans to Finance Unit.
 5-Sep-05   Sep-05      NA                                                         5-6 Sept                      Graduations                                 Adelaide Festival Theatre
20-Sep-05   Sep-05      NA                                   Council               Council
21-Sep-05   Sep-05   Planning     Corporate Plan 2006-      PVCs / EDs                           Completed sections of 2006-2008 Corporate          CPO to complete first draft of Corporate Plan
                                         2008                                                                Plan due to PAS                         2006-2008 for CPG meeting (09/05) on 6
                                                                                                                                                                     October.
22-Sep-05   Sep-05   Planning                                  CPG              CPG - 08/05                       Cancelled
23-Sep-05   Sep-05      NA                                Academic Board        Academic Board
                                                                                                   Full day meeting - Agenda items include:
                                                                                                  • Review MTSPs, MTFPs and draft Budget
6-Oct-05    Oct-05   Planning                                   CPG             CPG - 09/05
                                                                                                  2006 • Review first draft of Corporate Plan
                                                                                                                  2006-2008
                                  2005 Annual Review                                              Begin formatting Annual Review proformas
10-Oct-05   Oct-05    Review                                    CPO
                                      Proformas                                                            for 2005 Annual Reviews
18-Oct-05   Oct-05      NA                                   Council               Council
28-Oct-05   Oct-05      NA                                Academic Board        Academic Board
                                                                                                                                                     Get approval from PVC: OSC. Coordinate
                                  2005 Annual Review
2-Nov-05    Nov-05    Review                                    CPO                                  Complete Annual Review Proformas               timings of data availability with Finance and
                                      Proformas
                                                                                                                                                                 Research Services
                                                                                                             Agenda items include:
                                                                                                 • Review and approval final draft of Corporate
                     Planning &                                                                                 Plan 2006-2008
10-Nov-05   Nov-05
                      Review
                                                                CPG             CPG - 10/05
                                                                                                   • Review and approval final draft of Budget
                                                                                                                      2006
                                                                                                    • Approve area review proformas for 2005
15-Nov-05   Nov-05      NA                                     Council             Council
                                  Corporate Plan 2006-                                                                                            Send final draft of Corporate Plan and Budget to
25-Nov-05   Nov-05      NA                                Academic Board        Academic Board
                                         2008                                                                                                                      Executive Officer




     Last updated: 8/3/05                                                                                                                                                                      6 of 7
                                                         2005 Review and Planning Calendar - Key events



 Date       Month    Planning        Output            Responsibility         Meetings                         Activity                                        Notes
                      phase
                                Corporate Plan 2006-                                                                                         Final meeting for 2005. Send final draft of
30-Nov-05   Nov-05      NA                             Finance Committee   Finance Committee
                                       2008                                                                                                Corporate Plan and Budget to Executive Officer
                                Corporate Plan 2006-                                                                                      Send final draft of Corporate Plan and Budget to
6-Dec-05    Dec-05      NA                                  Council             Council
                                       2008                                                                                                                Executive Officer
                                2005 Annual Review                                             2005 Annual Review proformas uploaded to Send email to all areas informing them that the
9-Dec-05    Dec-05    Review                                 CPO
                                     Proformas                                                                 PAS website                             proformas are available
16-Dec-05   Dec-05      NA                                                                                      Graduations                Transnational and International students only
                                Corporate Plan 2006-                                            Print and distribute Corporate Plan 2006-
10-Jan-06   Jan-06   Planning                                CPO
                                       2008                                                                        2008




     Last updated: 8/3/05                                                                                                                                                            7 of 7

								
To top