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Annual Unit Planning


2022-2023 Annual Unit Planning Timeline

Date Role* Action
September Authors
  • Training for Faculty based units (09/27/22 and 09/28/22)
  • Review and email data to all unit members
October Authors
  • Training for Administrative and Student Services based units (10/19/22)
  • Meet with unit members as a group to review previous Annual Unit Plans
  • Discuss new unit data
  • Develop the unit plan
November Authors
  • Lab Meetings (11/09/22 and 11/16/22)
  • Submit plan (11/30/22)
December
Reviewers

Senior Administrators
  • Approve plan (12/16/22)

  • Approve plan (12/23/22)

*Example:
Author – Biology Department Chair
Reviewer – Dean of Science and Engineering
Senior Administrator – Vice President, Instruction

What is annual unit planning?

Annual unit planning occurs each fall to develop action steps and allocate resources for the upcoming academic year. Action steps are linked to goals from the institution's strategic plan. This linkage provides a clear connection between institutional planning, unit planning, and resource allocation.

Who participates?

Planning units at all levels of the institution participate in the annual unit planning process. A planning unit is an entity that typically exists in the organizational structure and can be allocated resources. Planning unit levels and roles are defined below.

Unit Type Role in Annual Unit Planning Typical Leads Example
Executive-Level Unit Identifies action steps and related resource needs to implement strategies or objectives that cross multiple divisions or areas; may include requests for cross-functional initiatives that involve multiple areas President, Vice President, Associate Vice President Instruction
Division/Area-Level Unit Identifies action steps and related resource needs to implement objectives that cross multiple programlevel planning units, but do not extend beyond the division or area Dean, Director Humanities
Program-Level Unit Identifies action steps and related resource needs to implement objectives for a program-level planning unit Department Chair, Director, Manager, Supervisor, or designated lead Foreign Languages

How does it relate to program review?

For program-level planning units, annual unit planning advances the program's objectives into action. One outcome of program review is creating an aspirational vision for the planning unit and one or more objectives which work towards achieving the vision. Annual unit planning identifies the specific steps the planning unit intends to take during the upcoming year and any resources needed for implementation so that institutional resources can be effectively allocated to planned activities.

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