Planning Process
El Paso Community
College Effectiveness
Planning Guide
Dept/Discipline
Directo r/Dean
Annual
AVP
Annual
President/Cabinet/Boa rd
•
•
•
•
Missio n
Strategic Goals
Critical Priorities
Ope rational Process
Annual
Effective ness Plan
With Budge t
El Paso Communi ty College Dis tri ct d oes
no t dis cri mina te on th e basis of race,
color, n ati onal origin, religion, gender,
age or disabili ty.
Institutional & Community Planning
Budget Office
Contents
The EPCC Effectiveness planning guide was designed as an aid toward producing plans that
effectively accomplish the District=s mission.
“
Institutional Effectiveness Definition .......... ........... ........... ........... ........... ......... 2
“
Planning Process Components ......... ........... ........... ........... ........... ........... ......... 3
“
EPCC Effectiveness Planning Process
Area Effectiveness Planning
Site Improvement Plans via Special Allocation 555
“
Definitions .... ........... ........... ........... ........... ........... ........... ........... ........... ...... 6,7
“
Planning Instructions ........... ........... ........... ........... ........... ........... ........... ......... 8
“
EPCC Effectiveness Planning Form (Multi-Purpose) ......... ........... ........... ......... 9
“
Budget Building Worksheet Format ........... ........... ........... ........... ........... ....... 10
“
EPCC Effectiveness Planning Form Instructions .... ........... ........... ........... ...... 11, 12
“
Planning Calendars .. ........... ........... ........... ........... ........... ........... ........... ...... 13, 14
“
Budget Development Steps & Calendar ...... ........... ........... ........... ........... ...... 15, 16
“
Sample Budget Forms 1 & 2 ........... ........... ........... ........... ........... ........... ...... 17, 18
“
Examples of Planning Objectives .... ........... ........... ........... ........... ........... ...... 19, 20
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1
THE FOUNDATION OF PLANNING IS
INSTITUTIONAL EFFECTIVENESS
All areas must keep institutional effectiveness central to the College’s
Mission by documenting how their planning and assessment continuously
improves programs and operations.*
*Adapted from SACS 1998 Criteria, Section III
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2
EPCC=s Comprehensive and
Systematic Planning Components
___________________________________________________________________________________________________________________________________
1.
Planning Comprehensively (all College areas plan)
2.
Utilizing a Standard Format (formative assessment is described on a common planning documents;
EPCC Effectiveness Plans)
3.
Data and Reporting Coordination is Centralized (College=s planning office coordinates planning and
assessment)
4.
Distributed monitoring and self-assessment (monitoring and assessment done at the unit level)
5.
Documenting Continuous Improvement (documentation preserved at the unit level)
6.
Developing Analytic Assessment Capacity (database updated continuously)
7.
Articulating and Distributing Assessment Information (electronic and personal distribution of
assessments/outcomes)
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EPCC Planning Process
___________________________________________________________________________________________________________________________________
Introduction
Mandates, demands and technological changes placed upon the College require this institution to stress
efficiency, resourcefulness, and prioritization when deciding where to budget its resources. Planning is the
responsibility of every unit, and all College employees must be involved. Inherent in the process is the
Asetting of priorities@ within each area. Realistically, only those objectives/plans that are identified as of
highest priority may be funded. Nonetheless, every objective/plan or need must be recorded and reported.
This guide is prepared to help College offices with the EPCC Effectiveness Planning Process and its
integration with the budget.
EPCC Effectiveness Planning
Planning Process/Processes
Assessment
To begin the Annual EPCC Effectiveness Planning Process, the initiator/administrator will review his/her
“planning profile”. The planning profile provides assessment information specifically tailored to the
department/discipline. Additionally, a review of previous years planning outcomes (use of results) must be
conducted before proceeding to plan.
Mandatory: Area Effectiveness
Area Effectiveness Pla nning is pervasive and involves the linking of institutional budgets with Strategic
Goals. Area Effectiveness plans consist of written objectives for improvement and focus on the District
Mission. Every budget except overhead budgets and budgets for less than $5,000 must have at least one
objective written on an Effectiveness Planning form. Grant funded programs, once awarded, must also have
at least one objective written on an EPCC Effectiveness Planning form. All plans are then referred to as
AArea Effectiveness Plans@.
Optional: Site Improvement Plans via Special Allocation
The Site Improvement Plans via Special Allocation process was developed to address the funding of needed
improvements via a competitive process separate from the institutional/operational process. It is linked to
the College=s goals with implementation based on the selection of plans by a representative group of
employees which form campus/area EPCC Effectiveness Teams. Participation in this process is optional.
Site Improvement Plans are submitted utilizing the same approval process in place for Area Effectiveness
planning, and are filed at the Planning office. The same form (EPCC Effectiveness Planning) is used for this
process. The resulting plans are referred to as ASite Improvement Plans via Special Allocation@.
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Budget
EPCC primarily rolls over its budgets and reallocates funding within areas. This has proven to be the most
effective, stable, budgeting strategy. Where new money or a new budget is needed to support approved
objectives, the College process is as follows:
1.
2.
3.
Plans must be prioritized
The Area=s Supervisory chain of command must make the request for new funding
The President of the College will have the final approval
Evaluation
Evaluation and the use of findings are critical processes. Officially, a mid-term evaluation may be required
by your supervisor, and an end of year evaluation is a Adistrict mandate@ for all planning (due April 30th).
Documentation is also critical. It is recommended that you keep all Area Effectiveness Plans on file. The
file should include documentation backing up achievements directly pertaining to your Area Effectiveness
Plans. You especially need to keep documentation that demonstrates how planning and outcomes impact the
Area/Program. Please keep files for eight years.
Mandatory: Strategic Planning
EPCC reviews the Strategic Plan/ Mission on a yearly basis. This process involves the internal college
community as opposed to comprehensive involvement from external stakeholders. Every five years, a
comprehensive review is undertaken. All college stakeholders, internal and external join in mutual dialog to
produce major revisions or adopt entirely new Strategic Goals and College Mission.
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Definitions
___________________________________________________________________________________________________________________________________
Area: Clearly identified organizational structure, e.g. Vice President=s Office;
Dean=s Office; Philosophy discipline, etc.
EPCC Effectiveness A congruent, integrated process guiding College units toward the
Planning: accomplishment of the College District=s Mission.
Mission Statement: Statement of why the unit exists e.g. to enroll students, vs. a vis ion
statement, which states how the unit wants to do more than it has to do
(e.g. to enroll students online).
Goal: Statement of the desired future status of something (e.g. enrollment) and
must be:
• Specific:
• Measurable:
• Challenging:
• Realistic:
• Time-Bound:
Specific, identifiable future status (e.g. stable enrollment).
Assessable completion (e.g. numerically targeted enrollment).
Significant undertaking requiring discipline and ingenuity (e.g. using
cross-District means).
Attainable (e.g. modest change in enrollment).
Stated completion date, two or more years away (e.g. by 2004); time
frames 1 year or less suggest that the goal is really an objective.
Measure: Means of assessing whether the goal has been reached.
Standard: Numerical or yes/no target for either a goal or objective; level of
acceptance performance to be met (e.g. average semester-to-semester
enrollment varies by 100 students or fewer).
Baseline: The baseline identifies or states the current situation as a value for
measurement or comparison.
Objective: Intermediate milestones leading to the goal (e.g. stabilizing enrollment in
certain programs, incrementally in order to stabilize overall enrollment).
Strategy: What is done to realize the objective (e.g. actively recruit students).
Results: (found on EPCC Check appropriate: The objective was met, not met, withdrawn, in
Effectiveness Planning progress (give estimated completion date).
Form)
Use of Results (found on (Critically important) Final assessment, reporting on how the results of
EPCC Effectiveness the objective improved the unit, or how the results are to be used in future
Planning Form) planning efforts.
Budget: The District budget represents the approved educational plan of the
District for the academic year stated in the fiscal terms.
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Area Effectiveness Plan An Area=s Effectiveness Plan for improvement which requires money not
Requiring New Money: found in its current budget nor available from reallocation.
Area Effectiveness Plan: Annual plan for improvement prepared for every unit with a budget. (All
budgets except for overhead and those under $5,000 must have
objective/purpose).
Site Improvement Plans via A competitive process coordinated through the campus/area Effectiveness
Special Allocation: Teams and the District Effectiveness Committee, to improve a unit or
program.
Budget Building Worksheet: A worksheet used to detail a new budget, or request additional funding.
BF1 & BF2: Budget forms 1 & 2, prepared by the budget office detailing a unit=s
operating budget.
Overhead: The operating expenses that cannot be attributed to any one department or
unit (e.g. rent, light, heat, etc.).
Planning Profiles: Documentation prepared for assessment of departments and disciplines to
be utilized as a precursor to planning.
Operational Planning (Area Yearly planning efforts consisting of the following Assessment:
Plans):
•
•
•
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Planning (Annual Plans)
Implementation
Outcomes Evaluation (Use of Results)
7
Planning Instructions
___________________________________________________________________________________________________________________________________
The following pages contain copies of the following forms which are used in the planning process: (1)
EPCC Effectiveness Planning Form and (2) Budget Building Worksheet. Also included are Sample Budget
Forms 1 & 2 and Examples of Objectives.
The EPCC Effectiveness Planning Form
This form is designed as a multi-purpose planning form to facilitate the following pla nning needs:
(1) Area Effectiveness Planning for Improvement
(2) Area Effectiveness Planning when a New Budget is Created or New Money is Needed
(3) Site Improvement Plans via Special Allocation
To appropriately complete the form the initiator must identify the area(s) impacted, write measurable
objectives, link objectives to the College Mission, obtain accurate price quotes and or secure specialized
advice on the feasibility of the objective, and obtain appropriate approvals by the supervisory chain of
command. The approved plan will become the evaluation instrument for each planned objective, closing
the accountability loop.
Using the EPCC Effectiveness Form (write one objective per page)
For Area Effectiveness Planning with the roll-over budget
For Area Effectiveness Planning with the roll-over budget, attach the units= Budget Forms 1 & 2
(check the appropriate boxes on the form). Every College budget (except for overhead or accounts with less
than $5,000) must have an objective; please write one objective per page. The approved plan will become
the evaluation instrument for each planned objective, closing the accountability loop.
For AreaFor
Effectiveness
Area Effectiveness Planning where a new budget or new money is required, attach a Budget
Planning where
Building
Worksheet
a new(check
budgetthe appropriate boxes on the form). The Budget Office will generate Budget
Forms
& 2. The approved plan will become the evaluation instrument for each planned objective, closing
or new 1money
the accountability loop.
For Unit Improvement Plans
For Site
Improvement Plans via Special Allocation, attach a Budget Building Worksheet (check the
via Special
Allocation
appropriate boxes on the form). The Budget Office will generate a Budget Form 1. The approved plan will
become the evaluation instrument for each planned objective, closing the accountability loop.
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EPCC EFFECTIVENESS PLANNING
College Mission: The mission of El Paso County Community College District is to provide educational opportunities and support services that
prepare individuals to improve their personal quality of life and to contribute to their economically and culturally diverse community.
(1) Type of Plan (check 1 box):
O Area Effectiveness Plan (Roll over Budget: Attach BF1 & BF2)
O Site Improvement Plan via Special Allocation (Attach “Budget Building Worksheet”)
O Area Effectiveness Plan (New Money/Budget: Attach “Budget Building
Worksheet”)
Due Dates
Site Improvement Plan: January 10 to Dean/Director
(2) Written for FY:
Area Effectiveness Plan: March 1 to Planning Office
All Evaluations: April 30
Project Name:
(3) EXECUTIVE AREA:
Preparation Date:
DEPT/DISCIPLINE:
(4) Budget Account No.:
INITIATOR:
ADMINISTRATOR:
Total $ Requested (Only for Site Improvement Plan, or Area Effectiveness Plan needing new money): $
Campus/Site :
(5) Area Mission:
(6) Check ONE College Priority Goal Addressed: O 1.1 Improve retention, graduation, and completion rates O 2.1 Increase Enrollment O 5.1 Attract, develop and retain a quality workforce
O 6.1 Expand the College’s technological capability O 7.1 Ensure quality and effectiveness of all College operations O 8.1 Enhance the College’s image (7) Other Goal, as needed to fulfill area mission:
(8) OBJECTIVE/PROJECT
DESCRIPTION (1 Objective per Plan)
PRIORITY (1=Highest): _________
(9) MEASURE, STANDARD &
BASELINE
Measure (Before & after comparison:
whether something is done, developed,
completed, put in place, increased,
stable):
(10) STRATEGIES &
PROJECTED COSTS
Strategies (What will be done to
achieve standard):
Complete between April 1 & April 30 of the FY given above
(12) ASSESSMENT
(13) USE OF RESULTS
(How was the Dept./Discipline/Program improved? What
will you do with results? E.g. Will do plan again, change
something due to results, send report, recommend action to
(X) superior)
Objective is:
Met:
Not Met:
Withdrawn:
Standard (Expected future status at a
specified time):
(11) REVIEW/ ESTIMATES
(Please Initial and Date)
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Baseline (Status quo now):
Facilities:
Personnel Services:
Projected Costs:
I.T.:
In Progress:
(Est. Completion
Date:
Purchasing:
)
Administrator
President/VP
9
Budget Building Worksheet
___________________________________________________________________________________________________________________________________
FORMAT
Please use this format, continuing as needed.
9 Area Effectiveness Plan requiring New Budget/New Money (Due March 1st at Planning Office)
9 Site Improvement Plan via Special Allocation (Due January 10th at Dean=s & Director= s Office)
Fiscal Year: _____________________
Project Name: ___________________________________
Executive Area: ______________________ Area: _____________________ Acct.# ______________
Objective:
Budget Detail: NEW FUNDS ONLY.
Personnel
(Use a row for each position proposed.)
POSITION DESCRIPTION
use object code: 6000 etc., List
FULL-TIME/
PART-TIME
REGULAR/
TEMPORARY
ESTIMATED
SALARY
Total Amount Needed
$________
Supplies, Duplicating, Postage, Other costs:
ITEM DESCRIPTION
FUNDS NEEDED
use object code: 7000, List
Total Amount Needed
$________
Travel Costs:
ITEM DESCRIPTION
FUNDS NEEDED
use object code: 7000 (Travel), List
Total Amount Needed
$________
Equipment/Furniture Needed:
ITEM DESCRIPTION
use object code: 7000 (Furniture & Equipment),
FUNDS NEEDED
List
Budget Total Amount Needed:
$________
Space Needed:
NUMBER OF OFFICES, LIST
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SQ. FT.
LOCATION
10
EPCC Effectiveness Planning Form Instructions
___________________________________________________________________________________________________________________________________
USE THIS FORM FOR:
(1)
(2)
(3)
Area Effectiveness Plans (Begin Feb. 1 st, due March 1 st at Planning Office)
Area Effectiveness Plans requiring new budget, or new money (Begin Feb. 1 st, due March 1 st at Planning Office)
Site Improvement Plans via Special Allocation (Begin Oct. 1 st , due January 10th at Dean’s/Director’s Office)
THE FORM SERVES THE FOLLOWING PURPOSES:
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
It helps areas plan by completing objectives to improve and addresses critical priorities.
The form serves as the assessment document to be submitted at the end of the fiscal year.
It identifies District-Wide needs.
It identifies yearly Facility/Capital Improvement needs.
Connects Planning with Budgeting.
Focuses on District Goals as per the District Strategic Plan.
Keeps the College on track towards its mission via planning.
Self-assessment
Identifies Outcomes and documents best practices
If you have questions, please contact the Director of Institutional and Community Planning at 831-2122.
HOW TO COMPLETE THE AREA EFFECTIVENESS PLANNING FORM
(Note: Item numbers correspond to the numbers on the form)
--WRITE ONE OBJECTIVE PER PLAN-(1)
Please mark: Type of Plan (e.g. Area Effectiveness Plan, Site Improvement Plan via Special Allocation, etc.)
(2)
Provide: Fiscal Year, Project Name (if a Site Improvement Plan or Remodeling), and Date.
(3)
Executive Area: Please fill in your Vice President=s Executive Area. Dept/Discipline: Fill in your department or
office name. Initiator: Identify Author/Administrator: Is the budget head for the Unit who will be responsible for
ensuring that the objective listed in the form is achieved and evaluated.
(4)
Budget: Banner Budget Account number; total $ requested (only if new money or for Site Improvement); and campus
location.
(5)
Area Mission: Fill in your unit=s mission statement.
(6)
Goals: Check one of the College=s Priority Goals that you are going to address through your objectives. Note: For
every budget you must address at least one College=s Priority Goal on an Area Effectiveness Plan.
(7)
Other Goal : If you need to address other goals to meet your area=s mission, use separate pages for each and write-in
the Goal you are addressing.
(8)
Objective : Please fill in a specific measurable objective that you will use to address the College=s Priority Goal or
other Goal you have identified on the form. Assign priority: 1=highest
(9)
Measures, Standards & Baseline: This refers to the measurement you will be using to gauge your success, and the
standard you are using to compare your measure to. The baseline identifies or states the current situation as a value for
measurement or comparison. (Submit IR request for help with baseline information to the office of Institutional
Research.)
(10)
Strategies: What is done to realize the objective (e.g. faculty in certain programs actively recruit students), and how
much will it cost.
(11)
Sign off for Cost Estimates for construction, computer networking, personnel positions and all other materials and
supplies must be obtained, (you may attach quotes); or a review for feasibility may be appropriate. Supervisory chain
review and approval.
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You are finished with the EPCC Effectiveness Planning form at this time. DO
NOT FILL IN COLUMNS 12 AND 13.
Please send:
(1) Area Effecti veness Pl ans
(2) A copy of your BF 1's/BF 2's
(3) Worksheets
To:
1) The Offi ce of Insti tuti onal and Communi ty Planning and
2) Y our Area Vi ce President.
Do not send plans to the Budget Office. The Budget Office requires BF1, BF2 and their
Budget Worksheet. (See Budget Development Instructions).
Evaluation: (Begin Evaluation April 1st , due April 30 th at Planning Office)
To assess your Plans, you will:
Fill in Column 12 labeled AResults @. Check one of the following:
(12)
Objective:
Met
Not Met
Withdrawn
In progress
Est. Completion date:
Column 13 labeled AUse of Results @, tell us:
<
How the results were used to improve your unit. Provide specific examples.
<
How are you going to use these results in future planning efforts?
<
What were the results of your objective?
<
Did you meet or exceed your standard?
<
What adjustments did you need to make to achieve your objective?
<
Was it done within projected costs?
<
If not met, Why?
<
If withdrawn explain the circumstances.
(Note: Documentation must be complete; this is critical)
(13)
Finally:
•
By April 30th , complete your evaluation and remember, meet with your supervisor, and send a copy to the Planning
Office. A copy must be sent to your Vice President via the chain of command after agreement has been reached on the
results.
•
Your Vice President will review results and may meet with you to validate your results.
•
Please keep All Plans and documentation for at least eight years.
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Planning Calendars
___________________________________________________________________________________________________________________________________
AREA EFFECTIVENESS PLANNING
February 1 st
<
Begin Planning/Budget Process for the upcoming fiscal year
March 1st
<
Area Effectiveness Plans due at Planning Office
April 1st
<
Begin Evaluation of current year Area Effectiveness Plans
April 30th
<
Final Assessment of current year=s Area Effectiveness Plans due at Planning Office
September 1 st
<
College AAnnual Effectiveness Plan@ distributed (Planning Office)
SITE IMPROVEMENT PLANS VIA SPECIAL
ALLOCATION
October 1st
<
Begin/Distribute Site Improvement Plans via Special Allocation Planning Forms (SIP=s) and Instructions
for next year (Planning Office)
January 10th
<
SIP=s are submitted to the Deans/Directors
January 21st
<
SIP=s are sent to the site IE Team chairs by Deans/Directors
January 28th
<
Site IE Teams discuss and decide on 3 SIP=s and send selections to the Planning Office and to the
appropriate VP
February 11th
<
SIP=s go from the Planning Office to the IE Committee
February 18th
<
IE Committee votes on SIP=s
March 1 st
<
Site Improvement Plan selections due at Planning Office
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April 1 st
<
Begin Evaluation of current year=s Site Improvement Plans
April 30th
<
Current year’s Site Improvement Plans Evaluations due at Planning Office
September 1 st
<
Begin submitting requisitions to Planning Office
October 30th
<
Requisitions for Approved Site Improvement Plans due at Planning Office
STRATEGIC PLAN REVIEW
November 1-30
<
Reviews by Administration-Support Services and Instructional Areas.
January 30th
<
Strategic Plan revised as needed
November 1-30, 2006
<
Comprehensive Review by College and College Community (internal and external)
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Budget Development Steps
___________________________________________________________________________________________________________________________________
1.
The planning process should be reviewed and completed. (See EPCC Effectiveness Planning
Guide and Budget Instructions).
2.
Review Budget Form 1 (Expenditure Detail by Fund/Org) and Budget Form 2 (Salary Detail by
Fund/Org).
3.
Review the Ayear to date activity@ column reflected on the Banner Budget Status Report
(FGRBDSC) on your most recent report. This may serve as a basis for your year-end expenditure
projections and developing the budget for FY 2003-2004. This process should be consistent with
any guidelines set forth by your respective executive area=s Vice President and current allocation.
4.
Note any changes to Budget Forms 1 and 2 in red ink. If there are no budget changes, budget
heads should initial Budget Forms 1 and 2 to acknowledge that the forms were reviewed and
indicate no changes.
5.
Contact the Assistant Comptroller=s Office at extension 6345 to set up any new Banner
organization numbers for fiscal year 2003-2004. Then complete a blank Budget Form 1 and 2.
6.
Make copies for your files and submit all originals to your executive area Vice President=s office.
7.
The Vice President=s office will collect and compile all budget data and summarize it on the
worksheet provided on the diskette for their executive area. All budget forms and diskettes must
be submitted to the Budget Office by March 1st, 2003.
8.
The Budget Office will set-up meetings with each Vice President and review their budget.
9.
Requests over current budget allocation (requiring new money) should be submitted separately
and justified utilizing the EPCC Effectiveness form with the appropriate information and
completed worksheet on the diskette provided by the Budget Office.
10.
Please insert the budget development instructions into this year=s planning guide.
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Budget Development Calendar
___________________________________________________________________________________________________________________________________
October 15 Budget Office sends out Budget Forms 1 & 2 to budget heads.
November 3 Budget Office distributes budget preparation packets to budget heads.
November 18 Budget Office conducts Budget Workshops.
March 1 Budget requests and diskettes, due to the Budget Office.
April 7-9 AVP of Budget & Financial Services and the Budget Director meet with the
President and Vice Presidents.
April 15 Budget Office provides Vice President of Resource Management with budget
request update.
May 3 Vice President of Resource Management, AVP of Budget & Financial
Services and the Budget Director review the preliminary budget with the
President.
May 6 Vice President of Resource Management reviews the budget requests for new
requests with the other Vice Presidents.
June 9 Regular Board Meeting. Budget workshop provided for Board of Trustees on
preliminary budget.
July 14 Regular Board Meeting. Budget workshop provided for Board of Trustees on
preliminary budget.
August 11 Regular Board Meeting. Approval of Certified Appraisal Roll by Board of
Trustees.
August 18 or 25 Special Board Meeting. Approval of budget and adoption of tax rate.
September 1 New Fiscal Year begins.
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16
EL PASO COMMUNITY COLLEGE DISTRICT:
EXPENDITURE DETAIL BY EXECUTIVE
2002-03 BUDGET
BUDGET FORM 1
LOCATION
ACCOUNT
ACCOUNT NO.
ORG:
FUND:
- VALLE VERDE
EXECUTIVE - XX (sample only)
- 00000
- 00000
- 11000
OBJECT CODE
2002-03
ADOPTED
BUDGET
FTE
1062
1205
1300
1301
1600
1605
1700
1716
1718
1800
1900
INSTR P/T N/C N/I SP
ADMINISTRATOR FT
PROF STAFF POOL
PROF STAFF PT
CLASS STAFF POOL
CLASSIFIED STAFF FT
STUDENT WAGE POOL
FED W/S 2 5% INST
FED W/S 25% INST
VACATION ACCRUAL
OVERTIME
.17 $
4,206
.08 $
1.00 $
$
2,179
21,482
1,500
$
500
1.25 $
29,867
$
8,829
MATERIALS, SERVICES, & SUPPLIES TOTALS
$
8,829
4000
4100
4200
$
3,000
TRAVEL SUBTOTAL
$
3,000
5100
$
3,000
$
3,000
1.25 $
44,696
SALARIES SUBTOTAL
3000
3120
3151
3170
3172
3173
3210
3228
3320
3330
3420
3440
SUPPLIES/SERV (B.P.)
OFFICE SUPPLIES
PAPER- PRINTING
CMPT SPPL EXCPT PAPE
CMPT INTERCON CABLES
CMPT RIBBONS CARTRDG
POSTAGE
COMM AIR TIME
AUDIO VISUAL EXPENSE
PRINT/DUPL-INTERNAL
SUBSCRIPTIONS
HOSPITALITY
TRAVEL (BUDGET POOL)
IN-TOWN TRAVEL
OUT-OF- TOWN TRAVEL
FURN & EQUIP > 3000
FURNITURE & EQUIPMENT TOTALS
ACCOUNT TOTALS
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17
EL PASO COMMUNITY COLLEGE DISTRICT
SALARY DETAIL BY EXECUTIVE
2002-2003 BUDGET
BUDGET FORM 2
EXECUTIVE TITLE
- XX sample only
ACCOUNT NAME
ACCOUNT NUMBER
ORG:
FUND:
- 00000
- 00000
- 11000
-----------2002-2003 PLANNING-----------------------------------POSITION
CONTROL
NUMBERS
FULL/
PART
TIME
OBJECT
CODE
001-205
P
1300
002-205
301-205
P
F
1600
1605
TOTAL
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POSITION TITLE
EMPLOYEE NAME
RATE
RATE
CODE
HOURS
BGTD
MONTHS
BGTD
BUDGETED
FTE’S
AMOUNT
REQUIRED
CD COMMUNITY
PLANNING
PT CLASS CLERK
ADMINISTRATIVE
ASSISTANT
POOL
P.
$11.65
H
361
12
.17 $
4,206.00
POOL
P.
$11.65
H
187
12
.08 $
2,179.00
S.
$21,482 A
12
1.00 $
21,482.00
1.25 $
27,867.00
18
EXAMPLES OF PLANNING COMPONENTS
(8) OBJECTIVE/PROJECT
DESCRIPTION (1 Objective per
Plan)
PRIORITY (1=Highest): 1
Complete between April 1 & April 30 of the FY given above
(9) MEASURE, STANDARD &
BASELINE
Increased student enrollment in the XYZ Measure (Before & after comparison:
program over the next 2 fiscal years
whether something is done, developed,
completed, put in place, increased,
stable):
(10) STRATEGIES &
PROJECTED COSTS
Strategies (What will be done to
achieve standard):
Increase recruitment outreach by
Increase of students in each of the fall & attending at least 6 job fairs
spring semesters
Standard (Expected future status at a
specified time):
200 students by next fall and spring
semesters
(12) ASSESSMENT
(13) USE OF RESULTS
Objective is:
(How was the Dept./Discipline/Program improved? What will
you do with results? E.g. Will do plan again, change something
due to results, send report, recommend action to superior)
Met:
Not Met:
Withdrawn:
(X)
X Standard exceeded: 85 additional students enrolled. The
strategy of visiting job fairs will be continued.
In Progress:
Projected Costs:
(Est. Completion
Date:
)
None
Baseline (Status quo now):
120 students enrolled in previous fall
semester and 116 in current spring
semester
(8) OBJECTIVE/PROJECT
DESCRIPTION (1 Objective per Plan)
PRIORITY (1=Highest): 3
Increased number of full-time faculty
teaching power pack courses
(9) MEASURE, STANDARD &
BASELINE
Measure (Before & after comparison:
whether something is done, developed,
completed, put in place, increased,
stable):
Number of full-time faculty members
teaching powerpack courses
Standard (Expected future status at a
specified time):
(10) STRATEGIES &
PROJECTED COSTS
Strategies (What will be done to
achieve standard):
Present workshop at faculty/staff
development about benefits of
teaching in powerpacks
Give faculty greater control of
powerpack syllabus development
Increase by 10% by next fall
Projected Costs:
Baseline (Status quo now):
None
Complete between April 1 & April 30 of the FY given above
(12) ASSESSMENT
(13) USE OF RESULTS
Objective is:
(How was the Dept./Discipline/Program improved? What will
you do with results? E.g. Will do plan again, change something
due to results, send report, recommend action to superior)
(X)
Met:
Not Met:
Withdrawn:
No increase in full-time faculty participation. There is
currently no way to adjust salaries or provide other incentives
to increase participation
X
In Progress:
(Est. Completion
Date:
)
2 people teach the course
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(8) OBJECTIVE/PROJECT
DESCRIPTION (1 Objective per
Plan)
PRIORITY (1=Highest): 2
Development of a database of topperforming faculty
Complete between April 1 & April 30 of the FY given above
(9) MEASURE, STANDARD &
BASELINE
Measure (Before & after comparison:
whether something is done, developed,
completed, put in place, increased,
stable):
(10) STRATEGIES &
PROJECTED COSTS
Strategies (What will be done to
achieve standard):
Send professional staff member to
database creation seminar
Whether database is completed
Standard (Expected future status at a
specified time):
(12) ASSESSMENT
(13) USE OF RESULTS
Objective is:
(How was the Dept./Discipline/Program improved? What will
you do with results? E.g. Will do plan again, change something
due to results, send report, recommend action to superior)
(X)
The faculty opposed the effort. Hence, funds originally
budgeted were transferred to other accounts.
Met:
Not Met:
Withdrawn:
X
In Progress:
Completion by next fall semester
Projected Costs:
(Est. Completion
Date:
)
Baseline (Status quo now):
$250 for 3-day workshop
No database exists
(8) OBJECTIVE/PROJECT
DESCRIPTION (1 Objective per Plan)
PRIORITY (1=Highest): 3
Online text book ordering for students
(9) MEASURE, STANDARD &
BASELINE
Measure (Before & after comparison:
whether something is done, developed,
completed, put in place, increased,
stable):
(10) STRATEGIES &
PROJECTED COSTS
Strategies (What will be done to
achieve standard):
Library staff person implements
computer software module for
Creation of automated textbook ordering ZYX program
service for all full- and part-time
students, with delivery at campus within
3 days of order
Standard (Expected future status at a
specified time):
Projected Costs:
Complete between April 1 & April 30 of the FY given above
(12) ASSESSMENT
(13) USE OF RESULTS
Objective is:
(How was the Dept./Discipline/Program improved? What will
you do with results? E.g. Will do plan again, change something
due to results, send report, recommend action to superior)
(X)
Failure of book distributors to agree to the 3-day delivery goal
has delayed online book ordering until this coming summer.
We will continue to work to ensure the cooperation of the
distributors. Actual Cost: None. We will inform students and
faculty of the new service when it becomes available.
Met:
Not Met:
Withdrawn:
In Progress:
(Est. Completion
Date: June 1
X
)
None (Software owned by College)
Available at the beginning of the next fall
semester
Baseline (Status quo now):
No such service exists
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