University Strategy & Plans

University Strategy and Plans
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Timeline for Planning, Budget and Review Activities

To be updated as further advice is received DEEWR requirements are highlighted.
Last updated 23 July 2009

JANUARY 2009
31 January Report on academic staff achievement of objectives and ratings is finalised for 2008.
FEBRUARY 2009
February Faculty recognise all staff who receive a rating of exceeds requirements or outstanding performance .
14 February Executive Directors/Directors provide a 2009 budget to the major expenditure categories to the Budget and Planning Committee for final approval.
26 February   University Council Meet
  • University Council to review institutional performance in relation to the Institutional Development Plan
MARCH 2009
March 2009 Operational Plans are published on each Section's website.
Links to 2009 Operational Plans established on the Planning Section of the Planning & Audit website, together with confirmation that a risk register and workforce plan have been submitted.
18 & 19 March   Vice-Chancellor's Forum
  • Review of key themes emerging from November 2008 Planning Meetings
  • Review of progress against University Strategy 2007-2011.
  • Review of strategic initiatives.
30 March Research publications database closes.
31 March General staff performance management for 2008 is reviewed, ratings recommended and objectives set for 2009.
APRIL 2009
30 April Report on general staff achievement of objectives and ratings is finalised for 2008
  Divisions recognise all staff who receive a rating of exceeds requirements or outstanding performance .
  Faculty and Divisional Performance and Leadership Awards finalised .
MAY 2009
19 May DEEWR provide guidelines for the Indigenous Education section of the Institution Assessment Framework (IAF) for 2009.
20 May   Faculty Courses Committees will have finalised approval of all new and revised courses and subjects for introduction in 2010 for reporting to DEEWR (1 August 2009).
28 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 2009/2010 financial year and agrees performance targets for the 2009/2010 financial year.
29 May Executive performance management for 2008/2009 is reviewed, ratings recommended and objectives set for 2009/2010.
Report on Executive Staff achievement of objectives and ratings is finalised for 2008/2009.
Late May Face to Face Planning Workshops for Board of Graduate Studies and Research Management Committee.
JUNE 2009
June (Date to be determined) Planning and Budget Committee meet with the Deans to review the Discipline Profile.
June - July DVC (Administration) to review infrastructure and information requirements for 2010-2012, identifying likely capital requirements for the 2010 Budget. Report on infrastructure requirements to SEC by the end of June 2009 and final draft of information and infrastructure requirements by 14 July 2009.
12 June Final Academic Programs Committee (APC) approval for new and revised courses and new subjects for introduction in the first half of 2010.
22 June SEC considers draft Indigenous Education Statement prior to submission to DEEWR
29 June Report from DVC (Administration) on infrastructure requirements for 2010 – 2012 to SEC.
30 June   Research and publication data submitted to DEEWR.
Centre for Research and Graduate Training announces audited research income and publication data.
30 June Indigenous Education Statement submitted to DEEWR for consideration in the IAF
30 June & 1 July Ceremonies held for presentation of Vice-Chancellors Awards for Excellence.
JULY 2009
7 July Vice-Chancellor's Forum
  • Vice-Chancellor advises senior staff of the intended process to develop the 2010 Budget.
  • Other planning issues raised as required.
9 July Division of Finance seeks bids for additional non salary items and strategic initiatives for funding from 2010. Close of bids 31 July 2009.
13 – 31 July Vice-Chancellor and Deputy Vice-Chancellors meet independently with direct reports to:
  • review progress against 2009 budget and plans; and
  • review proposed developments for 2010 focusing on capital requirements in relation to:
    • information and infrastructure requirements*
    • capital development and maintenance*
    • workforce planning.
*Reports provided by DVC (Administration).
14 July DEEWR provide guidelines for the Institution Assessment Framework (IAF) reporting during 2009.
Specifications for submissions to the Commonwealth for the Institution Assessment Framework (IAF) are distributed to relevant areas of CSU to develop submissions and present to the SEC for endorsement:
  • Strategic Direction – Director, Planning and Audit
  • Capital Asset Management Plan – DVC (Administration)
  • Equity Report – DVC (Administration)
  • Indigenous Education Statement – DVC (Administration)
  • Research, Research Training and Innovation – DVC (Research).
15 July Division of Finance provides budget progress report to the end of June 2009 to the SEC for all Faculties, Divisions and Sections.
Research Planning Committee meets to discuss 2009 Research Plan.
19 July   University Council Meet
  • University Council to review institutional performance against the University Strategy for the first half of 2009.
31 July Close of bids for additional non-salary items and strategic initiatives for 2010.
AUGUST 2009
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 (2010 and beyond) from research and teaching activities and projected costs.
Centre for Research and Graduate Training announce performance funding on the basis of its research income and publications.
3 August     Planning and Budget Committee with guidance from Finance Review Committee determines initial and preliminary top level budget allocations for 2010 as follows: Capital Management
  • New buildings
  • Major renovations
  • Information infrastructure
  • General building maintenance
  • Deferred maintenance
Equipment and Infrastructure
  • Library Development – in consultation with the DVC (Academic)
  • Major Teaching Equipment – in consultation with the DVC (Academic)
  • IT Equipment – in consultation with the DVC (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.
10 August Planning and Budget Committee considers draft Strategic Direction Documentation, Capital Asset Management Plan, Equity Report and Research & Research Training Report prior to submission to DEEWR.
14 August Strategic Planning Documentation, Capital Asset Management Plan, Equity Report and Research and Research Training Report are submitted to DEEWR for consideration in the IAF.
SEPTEMBER 2009
Approx September DEEWR Institution Assessment Framework Portfolio provided to institutions.
University meets with the Commonwealth to discuss the 2009 Institution Assessment Framework
1 September Planning and Budget Committee meets to review initial 2010 budget allocations at Faculty and Divisional level.
7 & 8 September   Vice-Chancellor's Forum
  • Briefing of VC's Forum on implications of top line budget allocations for 2010.
  • Planning issues raised as required.
9 September Research Management Committee meets to consider 2008's annual report for each of the research centres.
15 September– 15 October Finance Review Committee progresses development of the draft 2010 Budget.
24 September   University Council Meet
  • University Council to review institutional performance in relation to the Research Plan.
OCTOBER 2009
19 October   Planning and Budget Committee meets to prepare the “final draft” of 2010 Budget, with the budget then to be provided to Faculties and Divisions.
Faculties, Divisions and Sections to provide to Office of Planning and Audit preliminary versions of their 2010 Operational Plans, Workforce Plans and Risk Registers, for reference by the Planning and Budget Committee at the November Planning Meetings (4&5 November).
31 October Budget printed.
NOVEMBER 2009
Approx November DEEWR Funding Agreement sign off.
4 & 5 November   Planning Meetings
  • Planning and Budget Committee meets with Faculties, Divisions and Sections to discuss 2009 performance, and directions and needs for 2010 in line with the strategic directions of the University. 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 2009 is reviewed, ratings recommended and objectives set for 2010.
DECEMBER 2009
7 – 18 December Deans notify Schools of 2010 budgets.
17 December University Council Meet
  • University Council to review institutional performance against the University Strategy in 2009.
  • End of year Financial Performance Review presented to Council.
  • 2010 Budget presented to Council.
  • University Council to review the University's corporate risk statement.
JANUARY 2010
January – March 2010 Operational Plans, Workforce Plans and Risk Registers finalised in light of the prior discussions with the SEC and through sign off by the appropriate portfolio manager within the SEC.
MARCH 2010
March 2010 Operational Plans are published on each section's web site.
  Links to 2010 Operational Plans established on the Planning section of the Planning and Audit web site, together with confirmation that a workforce plan and risk register has been submitted.