Strategic Planning Process
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University of Memphis Planning, Budgeting and Communications Calendar

Month

Planning Action

Responsible Units

Budget Action

Responsible Units

Communication

Responsible Units

July President’s Council Retreat, SWOT Analysis, Review/Revise Current AY Institutional Priorities President's Council Submit TAF Spending Plan for Current AY to TBR U of M TAF Committee
August Divisions Review/Revise Next FY/AY Plans for Alignment with Institutional Priorities & Other Divisions’ Plans All Divisions Submit Next FY Appropriation Request to THEC President Approves, Business and Finance Submits Fall Convocation, AY Priorities All Faculty
September Academic Units Initiate Planning Academic Department Faculty and Chairs Receive TBR Budget Guidelines Administrative Retreat All VPs, AVPs, Chairs and Directors
Submit State Capital Outlay Request Dean’s and Chairs Meetings Dean's and Chairs
Submit Organization & Position Proposals/Plans President Meets with Faculty, Staff, and SGA Senates on Current Year Priorities President, Faculty, Staff, Student Senates
October Academic Units Complete Plans for Program Reviews Academic Department Faculty and Chairs Submit October Revised Budget‐update for Enrollments, etc. President's Council Review, Business & Finance Submits Update Units on Final Current FY/AY Year Budget Business and Finance
Academic Affairs Initiates Program Reviews Academic Department Chairs, Faculty Senate Representative, Provost, Vice Provost Place Academic Department Budgets On-line Business and Finance
November Academic Affairs Completes Program Reviews Provost Governor Initiates Next FY Budget Hearings Academic Affairs Reports on Next FY/AY Plans to Administrative Council Administrative Council
Academic Affairs Reviews  Next FY/AY Plan Impacts With Each Division Academic Affairs Reports on Next FY/AY Plans to AVPs Vice Provosts, AVPs
Academic Affairs Completes  Next FY/AY Plan
December Divisions Initiate Next FY/AY Planning Process All Divisions TBR approves October Current Year Budget Post University Budget Summary On-Line
President Receives State Guidelines for Next FY Budget President
Initiate Forecast, Scenario, Analysis Business and Finance
January Divisions Prepare Next FY/AY Plans All Division Submit Special Fee Requests to TBR Divisions Prepare, B&F submits Divisions Report on Next FY/AY Plans to:
  • President’s Council
  • AVPs
  • Faculty, Staff and Student Senates
President, Division Heads, Vice Provosts, AVPs
Initiate UofM Next FY/AY Base Budget Development Business and Finance, Budget Work Group
Continue Forecast, Scenario, Analysis Business and Finance
February Continue UofM Next FY/AY Budget    Development All Divisions
Governor’s Budget Address Governor
Submit Capital Infrastructure Needs   and R&R Plant Budgets     Business and Finance
March Governor’s State Budget Governor Administrative Council  Report  on Next FY/AY Budget Preparation Pres. Council, Deans, Reps from SGA, Faculty Senate, Staff Senate
Legislature State Budget Review State Legislature AVP Report on Next FY/AY Budget Preparation Vice Provost, AVPs
Continue UofM Next FY/AY Budget    Development All Divisions, Budget Work Group
April Complete UofM Next-Year Budget Development All Divisions, Budget Work Group Open Campus Forums on Next FY/AY Plans and Budget All Campus
Legislature State Budget Review
TBR Budget Guidelines to Campus
Organization & Position Proposals/Plans
May Review, Analyze Progress on   Plans All Divisions, Strategic Planning Facilitation Committee, Institutional Research Submit Proposed UofM Budget to   TBR President Approves, Business and Finance Submits
    Legislature Actions
June Review, Analyze Progress on Plans All Divisions, Strategic Planning Facilitation Committee, Institutional Research TBR Approves July Budget and Fees Divisions Report on Progress on Prior Year Plans Provost, Vice Presidents
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Last Updated: 1/10/13