Schedule of Service Area Review


August/September

Budget Administrators/Staff

  • Attend training on Administrative and Service Area Review or Annual Planning and Development or both.
  • Review and discuss the formative review of the previous year’s process with area supervisor.
  • Review requirements for completion of the Xitracs sections and request additional data as needed.
  • Determine Task Force participants and strategies and deadlines to complete the Review, Planning and Development processes.

September/October

Area Task Force/Budget Administrators

  • Budget Worksheets “Proposed Budget Based on Actuals” are distributed to assist in developing a proposed budget.
  • Continue review, discussions and work on completing required sections.
  • Consider Capital, Remodeling, and Information Technology Planning needs.
  • Maintain open and frequent discussion as needed with supervisor.

October/November

Area Task Force/Budget Administrators

  • Continue work and provide opportunities for budget administrator review and refinement of Area Planning or Review drafts within Xitracs.
  • Maintain open and frequent discussion with supervisor.
  • By November 30, finalize submissions within Xitracs.

December/January

Budget Administrators

  • Receive Budget Guidelines for upcoming FY.

Area Supervisor

  • Review and clarify preliminary planning and development proposals.
  • Draft prioritized initiatives & budget proposals for next FY.
  • Update participants on prioritized initiatives and budget proposals for next FY.

Administrative Review Committee

  • Review Administrative and Service Area Review submissions and provide summative feedback to respective departments (January-February).
  • Support department refinement of goals and action planning and implementation.
  • Maintain open and frequent discussion, as needed.

(E)VPS

  • Review, clarify and refine preliminary division planning and development proposals.
  • Draft and refine prioritized Branch initiatives and budget proposals for next FY.

January-May

Budget Administrators

Refine goals and action plans; begin implementation of action plans or plan for implementation of action plans in the next cycle.

Consider Position Change request needs for upcoming FY, due to HR in January.

Respond to feedback from Administrative Review Committee.

June/July

Office of Institutional Effectiveness, Planning and Research

  • Place Summative Review, Planning and Development reports on the college website.