See the attachment Integrated Planning Calendar below
Athabasca University entered its first full cycle of integrated planning in April 2018. Integrated planning has introduced a strong element of openness to the AU’s resource planning process and is central to the successful implementation of Athabasca University’s strategic plan: Imagine: Transforming Lives, Transforming Communities.
Why integrated planning?
- aligns our institutional priorities with our institutional resources through the establishment of annual institutional planning priorities to ensure resource allocation across the university is consistent with the objectives of Imagine.
- sets the foundation for assessing and understanding the current and future needs of faculties and administrative units across the institution by providing a comprehensive view of resources and commitments to ensure the alignment of resources with academic priorities.
- supports Athabasca University’s execution, assessment, and accountability cycle.
- enables AU leaders, teams and individuals rapidly respond to opportunities and challenges with a lens to continuous improvement through enhanced coordination and use of resources.
Several important documents set the stage for integrated planning at AU.
- Provost’s Paper on Integrated Planning (April 2018)
- Integrated Planning Framework
- Integrated Planning Calendar
The Provost’s Paper on Integrated Planning provides an overview of integrated planning and sets the foundation for the first integrated planning cycle.
The Integrated Planning Framework provides a visual representation of AU’s integrated planning framework.
AU’s fiscal planning cycle is outlined in the Integrated Planning Calendar.
AU’s Foundational Plans
In addition to Imagine: Transforming Lives, Transforming Communities, the university has identified several Foundational Plans that inform university-wide planning. Guided by the strategic directions within Imagine, these plans cut across university structures and influence annual operational planning at the unit level.
Some of the Foundational Plans listed below will be finalized over the course of the next few months and will be made available accordingly.
- Imagine Learning Framework
- Envisioning the Future of FHSS 2015-2019: Writing a new chapter of open and flexible online Humanities and Social Sciences Learning
- Faculty of Science and Technology Strategic Plan 2019-2023
- The Difference Makers: Faculty of Business Strategic Plan 2019-2025
- Faculty of Health Disciplines Strategic Plan 2019-2022
- Faculty of Graduate Studies Strategic Plan 2018-2022
- Student Services Strategic Plan 2018-2023
- Strategic Research Plan 2018-2022
- Administrative Plan
- Real Estate and Land Use Plan
- Communication and Branding Strategy
- Strategic Enrolment Management Plan
- EMPOWER: Athabasca University Human Resources Plan
- RISE: Athabasca University’s Digital Transformation: Our 5 Year IT Strategy
AU's 2020-2021 Priorities Portfolio
AU’s foundational plans contribute to a “priorities portfolio” – institutional-level academic and operational priorities that contribute to the manifestation of Imagine. The priorities are responsive to the strategic, academic, and research goals of our institution. Developed annually, the Priorities Portfolio impacts AU’s rolling operational and financial plans as well as performance planning as it is linked to our capital and resource planning. To view AU’s FY 2020-2021 Priorities Portfolio click here.
Assessment is a key pillar of Integrated Planning as it helps us determine whether we are on track or need to make adjustments and course corrections in our planning efforts, both at the strategic and operational levels. The university is currently aligning measurement and assessment activities through a project focused on developing institution‐level KPIs that are central to the objectives of the Imagine Plan. The KPI’s will be used as benchmarks to guide institutional planning through 2022.
Stewardship of Integrated Planning
Administrative Council is the senior academic administrative advisory body responsible for integrated planning and the development of the annual integrated resource plan for approval by Executive Team. The Council is a principal vehicle for communication among the President, Provost, Vice-Presidents, and senior administrators responsible for leadership and stewardship over university operations and affairs.
The Provost’s Integrated Resource Planning Working Team supports the structure of the integrated resource planning process; this includes assisting in the process of resource allocation and reallocation by working closely with Administrative Council. The Working Team advises members of Executive Team and Administrative Council on resource allocation and reallocation matters.
Integrated planning requires consistency and a measure of comparability among competing alternatives. To assist the integrated resource planning process for FY 2019-2020, several templates have been developed.
- AU Operational Planning Template 2019-2020 (due September 21, 2018)
- AU Integrated Resource Planning Template 2019-2020 (due October 9, 2018)
- AU Business Case Template 2018-2019 (due October 9, 2018)
The first year of this planning cycle, 2019-2020, is a transition year. To obtain assistance in the development of unit operational plans, integrated resource plans, or business cases, please contact the Integrated Resource Planning Working Team at firstname.lastname@example.org.