a tab with existing ladder rank facultyĭivisional Financial Leaders with ladder rank faculty should provide data on anticipated faculty merits and promotions.Similar to last year, Form A is produced at the 元 level. The purpose of Form A is to document additional changes needed to plan for the resource side (71xxx transfer) for anticipated changes in permanently budgeted faculty on fund 19900. Please email your completed Form A to the Financial Planning & Analysis team at by Friday, March 1.

The Financial Planning & Analysis team distributed Form A to the Divsional Finance Leaders of academic units with ladder rank faculty. Progress against the goals will be reviewed with your dean, VC, the Provost, or the Chancellor.įorm A is used to collect faculty appointment information, to accompany your budget submission. Goals do not have to be completed within the fiscal year – many plans span multiple fiscal years.Goals define when plans will be completed – they are expressed as the percentage of progress you will make throughout the year.It isn’t necessary to populate 5 plans.The last field within the parenthesis is the final date of expected completion.Try to use a single owner whenever possible. The owner will next be stated – this person will be accountable for the plan.Bold plans that result in NEW revenue for discussion with your dean, VC, the Provost, and the Chancellor.When plans result in NEW revenue, state the new incremental revenue in the first position within the parenthesis.Plans support strategies and are statements of how you will fulfill the strategy.Use strategies that make sense to your unit. It isn’t necessary to populate 5 strategies.Strategies are action statements – lead with a verb.All units should include a strategy that supports philanthropy and revenue generation.Strategies typically stride multiple fiscal years.Strategies are what statements that represent your vision.

The instructions are embedded into the “notes pages” of the blank template. The strategic plan has two pages: a blank template with instructions and a completed example.

2019 budget planner printable