Strategic Planning - Office of Planning and Audit

Timeline for Planning, Budget and Review Activities

To be updated as further advice is received
Last updated1 October 2010

Download a printable version of the Timeline.

	Finance		Human Resources
	Research		University Council
	Planning		Vice-Chancellor’s Forum
	Commonwealth

JANUARY 2010
31 January		Report on academic staff achievement of objectives and ratings is finalised for 2009.
FEBRUARY 2010
28 February		Faculty recognise academic staff who receive a rating of *exceeds requirements* or outstanding performance.
14 February		Executive Directors/Directors provide a 2010 Budget with major expenditure categories to the Division of Finance for entry on the Banner Finance System.
25 February		University Council Meet University Council to review institutional performance in relation to the Institutional Development Plan
MARCH 2010
March		2010 Operational Plans are published on each Section’s website.
March		Links to 2010 Operational Plans established on the Planning Section of the Office of Planning & Audit website, together with confirmation that a risk register and workforce plan have been submitted.
17 & 18 March		Vice-Chancellor’s Forum Review of key themes emerging from November 2009 Planning Meetings. Review of progress against University Strategy 2007-2011. Review of strategic initiatives. Consider a framework and process for developing the next University Strategy.
23 March		Public release of Interim Agreements by DEEWR and DIISR.
31 March		General staff performance management for 2009 is reviewed, ratings recommended and objectives set for 2010.
31 March		Final date for staff submission of publications to ERA (Excellence in Research for Australia) and HERDC (Higher Education Research Data Collection).
APRIL 2010
30 April		Report on general staff achievement of objectives and ratings is finalised for 2009.
		Faculty and Divisions recognise general staff who receive a rating of exceeds requirements or outstanding performance.
		Faculty and Divisional Performance and Leadership Awards finalised.
		SRE (Sustainable Research Excellence) survey 1 submitted to DIISR.
MAY 2010
27 May		University Council Meet University Council to review institutional performance in relation to Course Plan and Learning and Teaching Plan. University Council approves remuneration bands for 2010/2011 financial year and agrees performance targets for the 2010/2011 financial year.
31 May		Executive performance management for 2009/2010 is reviewed, ratings recommended and objectives set for 2010/2011.
		Nominations of outstanding staff members and teams close for Vice-Chancellors Awards for Excellence.
		Report on Executive Staff achievement of objectives and ratings is finalised for 2009/2010.
JUNE 2010
June		Initial review of student load and income against that planned for 2010.
June - July		Deputy Vice-Chancellor (Administration) to review infrastructure and information requirements for 2011-2012, identifying likely capital requirements for the 2011 Budget. Report on infrastructure requirements to Senior Executive Committee by the end of June 2010 and final draft of information and infrastructure requirements by 16 July 2010.
1 & 2 June		Vice-Chancellor’s Forum Vice-Chancellor advises senior staff of the intended process to develop the 2011 Budget. Review of strategic initiatives. Consider the risk and opportunity in developing the next University Strategy.
2 June		Faculty Courses Committees will have finalised approval of all new and revised courses and subjects for introduction in 2011 for reporting to DEEWR.
Mid June		DEEWR release informational requirements for the 2010 Institutional Performance Portfolios.
23 June		Deans meet with the Division of Facilities Management to discuss additions and adjustments to the Capital Plan.
23 June		Deans meet with the Division of Information Technology to discuss additions to the Information Architecture Plan.
24 June		Deans meet with the Division of Finance to review progress with Budget for 2010, agree load estimates (and associated funding) for the remainder of the year, and discuss future budget strategy.
28 June		Report from Deputy Vice-Chancellor (Administration) on infrastructure requirements for 2011 – 2013 to Senior Executive Committee.
30 June		HERDC (Higher Education Research Data Collection) 2009 research income and publication data submitted to DEEWR.
		ERA (Excellence in Research for Australia) data submitted to DIISR.
		SRE (Sustainable Research Excellence) financial information submitted to DIISR.
		Indigenous Education Statement (IES) submitted to DEEWR.
JULY 2010
1 July		Division of Finance seeks bids for additional non salary items and strategic initiatives for funding for 2011. Close of bids 14 July 2010.
12 – 31 July		Vice-Chancellor and Deputy Vice-Chancellors meet independently with direct reports to: review progress against 2010 budget and plans; and review proposed developments for 2011 focusing on capital requirements in relation to: information and infrastructure requirements; capital development and maintenance; workforce planning; and sustainability. *Reports provided by Deputy Vice-Chancellor (Administration).
13 & 16 July		Ceremonies held for presentation of Vice-Chancellors Awards for Excellence.
14 July		Close of bids for additional non-salary items and strategic initiatives for 2011.
15 July		Division of Finance provides budget progress report to the end of June 2010 to the Senior Executive Committee for all Faculties, Divisions and Sections.
22 July		University Council Meet University Council to review institutional performance against the University Strategy to the first half of 2010.
July (Date to be advised)		Planning and Budget Committee (Senior Executive Committee) meet with the Deans to review the Discipline Profile, and discuss current budgets, proposed budgets, additional non-salary items and strategic initiatives for 2011.
AUGUST 2010
August		Finance Review Committee and Planning and Audit in consultation with Faculties and the Centre for Research and Graduate Training develop faculty level estimates of future income (2011 and beyond) from research and teaching activities. Agreement on estimate of fee paying student load and income by Faculty for 2011.
August – November (Date to be determined)		Discussion of CSU compact with DEEWR.
2 August		Planning and Budget Committee (Senior Executive Committee) with guidance from Finance Review Committee determines initial and preliminary top level budget allocations for 2011 as follows: Capital Management New buildings. Major renovations. Information infrastructure. General building maintenance. Deferred maintenance. Equipment and Infrastructure Library Development – in consultation with the Deputy Vice-Chancellor (Academic). Major Teaching Equipment – in consultation with the Deputy Vice-Chancellor (Academic). IT Equipment – in consultation with the Deputy Vice-Chancellor (Administration) and Executive Director, Division of Information Technology. Research and Higher Degree Supplementation – in consultation with the Vice-Chancellor and the Deputy Vice-Chancellor (Research). Recurrent Costs Top level allocations to Faculties, Research Centres and Divisions. Allocations for “additional non salary items”. Contingency fund. Strategic Development Support for key objectives in the University Strategy 2007-2011.
31 August		SRE (Sustainable Research Excellence) survey 2 submitted to DIISR.
SEPTEMBER 2010
1 & 2 September		Vice-Chancellor’s Forum Briefing of Vice-Chancellor’s Forum on implications of top line budget allocations for 2011. Review of strategic initiatives. Planning issues raised as required. Consider the sustainable and capable leadership culture to build and deliver the Strategy. Draft plans for the University Strategy 2011 - 2015 presented.
3 September		Planning and Budget Committee (Senior Executive Committee) meets to review initial 2011 budget allocations at Faculty and Divisional level.
15 September– 15 October		Finance Review Committee progresses development of the draft 2011 Budget.
22 September		Draft plans for the University Strategy 2011 - 2015 presented to Academic Senate.
23 September		University Council Meet University Council to review institutional performance in relation to the Research Plan.
OCTOBER 2010
8 October (tentative date)		Finance Review Committee to provide indicative operating budget to Deans.
19 October		Planning and Budget Committee (Senior Executive Committee) meets to prepare the “final draft” of 2011 Budget, with the draft budget then to be provided to Faculties and Divisions.
27 October		Faculties, Divisions and Sections to provide to Office of Planning and Audit documentation for reference by the Planning and Budget Committee at the November Planning Meetings (3&4 November).
31 October		Budget printed. Division of Finance advises Primary Budget Centre Managers of their one-line budget allocation for 2011. Deans then notify Schools of their 2011 budgets as soon as possible.
NOVEMBER 2010
3 & 4 November		Planning Meetings Planning and Budget Committee (Senior Executive Committee) meets with Faculties, Divisions and Sections to discuss the major challenges and opportunities the new strategy will present for their areas of responsibility. Vice-Chancellor, Deputy Vice-Chancellors and Executive Directors request participants to set aside these days until the schedule is finalised. (Meetings to be organised by the Office of Planning and Audit)
30 November		Academic performance management for 2010 is reviewed, ratings recommended and objectives set for 2011.
DECEMBER 2010
10 December		VC/DVC’s/Deans/Executive Directors/Directors provide a 2011 Budget with the major expenditure categories to the Division of Finance for establishing on the Banner Finance System. (Brought forward from February in subsequent year)
16 December		University Council Meet University Council to review institutional performance against the University Strategy in 2010. End of year Financial Performance Review presented to Council. 2011 Budget presented to Council. University Council to review the University’s corporate risk statement. University Council to approve the University Strategy 2011-2015.
JANUARY 2011
January – March		(To be determined) 2011 Operational Plans, Workforce Plans and Risk Registers finalised in light of the prior discussions with the Planning and Budget Committee and through sign off by the appropriate portfolio manager within the Senior Executive Committee.
MARCH 2011
March		(To be determined) 2011 Operational Plans are published on each section’s web site. Links to 2011 Operational Plans established on the Planning Section of the Office of Planning and Audit web site, together with confirmation that a workforce plan and risk register has been submitted.

Office of Planning & Audit

University Strategy & Plans

Timeline for Planning, Budget and Review Activities