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Budget & Planning
Planning for UWM's Future (3/25/99)

I.  CHARACTERISTICS OF A PLAN FOR FINANCING STRATEGIC GOALS

The plan identifies and resources major areas of investment which:
- exceed the institution's capacity to support with current resources (without extensive reallocation), and
-contribute to resource growth and strategic goals.

The plan balances revenues and expenditures over an extended time period, suggested as five years.

The plan will be published in the Provost's annual planning document and updated and reviewed during the annual resource planning process with the Chancellor's Budget Advisory Committee and the Academic Deans Council.

II.  SCHEDULE FOR DEVELOPMENT OF SPRING, 1999 ITERATION OF PLAN

Week of March 8:
Chancellor approved planning schedule and committee structure; co-conveners and steering committee members contacted; Chancellor's Budget Advisory Committee (CBAC), Academic Deans Council (ADC), and Chancellor's Cabinet (CC) members not already slotted asked to self-select Resource Use committees; committee co-conveners and facilitators set meeting schedules

March 15 - April 23:
Steering committee and Resource Uses committees prepare drafts for retreat, meet with appropriate governance and administrative groups.

April 26 and 27:
Planning retreat for CBAC, CC, ADC, and VC staff.
Tentative schedule:
     4/26     Overview - Chancellor Zimpher
                  Sources and assumptions; models - Steering committee
                  Presentations by Resource Uses committees

     4/27     Discussion and decision on uses and time lines; commitment to 1999-2000 budget

Goals for the retreat:
To strengthen a sense of community based on a shared vision for UWM's future that is grounded in the UWM Strategic Plan and the Milwaukee Idea.

To develop within the university's leadership community a shared understanding of - and agreement on - the issues that require long-term financial planning, the resources that are available to address these issues, and the tradeoffs that will need to be made.

  • To reach a working consensus on potential sources of funding for resource investment priorities and on the parameters of potential growth of these sources.
  • To reach a working consensus on an initial set of priorities for resource investments that are consistent with this shared vision.
  • To develop an initial draft of a long-range (5-year) plan for funding major issues and initiatives that are critical to the achievement of our shared vision.
  • To identify the next steps (including issues or initiatives that require additional analysis or planning) that are necessary to complete a first iteration of the long-range plan, to develop an appropriate schedule, and to assign responsibility for completing these steps in a timely manner.
To bring closure to certain elements of financial planning which require immediate decisions, e.g.:
  • To determine the amounts that will be reserved in the FY99-00 budget to begin implementing the long-range plan, including the Milwaukee Idea;
  • To arrive at a decision regarding the purchase of the PeopleSoft Student Information System within the time frame offered by the UW System contract;
  • To lay the foundation for the FY00-1 annual resource planning process.
To start planning for a major UWM funding proposal to be included in the 2001-2003 biennial operating budget.

III.  COMMITTEE STRUCTURE

A.  Steering Committee

Function:
Prepare for retreat:

  • Consolidate input from discussions in Chancellor's Budget Advisory Committee (CBAC), Academic Deans Council (ADC), and Chancellor's Cabinet (CC) and revise drafts accordingly.
  • Draft and lead discussion on  "Sources and assumptions" discussion paper and models; present final draft at beginning of retreat.
Membership:
Kenneth Watters (Chair)
Jay Moore ( CBAC, FAPBC, UC)
Nancy Frank (CBAC, FAPBC)
Sharon Hoffman (CBAC, ADC)
Charles Kroncke (CBAC, FAPBC, CC, ADC)
Bill Mayrl (CBAC, CC)
Steve Atkinson (CBAC, ASC)
Mike Rupp, Wayland Winstead (facilitators)

B.  Committees on resource uses

Groups are formed around large areas of strategic goals/resource uses.  The special responsibilities of committee members designated as co-conveners (one member of the CBAC and one member of either the ADC or the CC) are to oversee discussions and to ensure that the report requested of each group is prepared prior to the April 26 and 27 retreat.  The special responsibilities of committee members designated as facilitators will include scheduling meetings, recording notes, and providing data and background information as needed by the group.  The facilitators will also meet weekly as a group to assist in connecting the discussions.  CBAC, ADC, and CC members not identified as steering committee members, co-conveners, or facilitators will self-select a committee on resource use on which they will participate.

Each group will prepare a 30 minute presentation for the retreat (and summary for distribution prior to retreat) which will:

  • Explain and "advocate" the issues that warrant inclusion in a financial plan.
  • Identify strategies already in place/planned or suggest strategies for resource use to achieve strategic goals.  Included as strategies are the emerging "First Ideas" from the Milwaukee Idea discussions.
  • Suggest the range of resources needed over the next five years.
  • Suggest the range of resources that will be generated by investing in the "use".
  • Suggest the consequences - strategic and financial - of not resourcing this "use".


First Ideas: Cultures and Communities; International Affairs; Partnerships in Education; Economic Opportunity Consortium; Technology Institute; Research Fest; Urban Environmental Health; Freshwater Initiative; Issues of Substance; Campus Design Solutions
[The report of the First Ideas group will:

  • Suggest a range of resources as a "place holder" in next year's budget to initiate the implementation strategies that are still being developed;
  • Connect this discussion to the beginning work of the First Idea action teams being formed this spring;
  • Connect the emerging strategies of the First Ideas to the other Resource Use discussions and suggested strategies]
Membership:
Tom Walker, Co-convener (CBAC, FAPBC)
Marshall Goodman, Co-convener (ADC)
Steve Percy (facilitator)
Sona Andrews (facilitator)
James Blackburn (ADC)
S H Chan, (ADC)
Mary Jane Bruckart (CC)
Julio Rodriquez Luis (CBAC)
P J Boylan (CC)
Gary Williams (ADC)
 
EM 21: Planning Instructional Programs and Enrollments: New programs; phase-out of programs; program improvements; creative rethinking of instructional delivery; UWM On-Line; enrollment changes (size and mix/ credit, credit outreach, and noncredit); tuition and fee pricing; staffing and operating funds
Membership:
Paul Haubrich, Co-convener (CBAC, FAPBC)
Susan Kelly, Co-convener (ADC)
Ruth Williams (facilitator)
Mohammed Aman (ADC)
Barbara Faucett (CC)
Magda Kandil (CBAC)
Ron Weber (CBAC)
William Gump (CBAC, SA)
Wayland Winstead (CBAC)

Research Programs: Research Plan III; faculty start-up; research infrastructure; equipment matching
Membership:
David Petering, Co-convener (CBAC, FAPBC)
William Rayburn, Co-convener (ADC)
Mike Rupp (facilitator)
Randall Lambrecht (ADC)
Peter Watson-Boone (ADC)
Irene Herron-Steeger (CBAC)
Marilyn Miller (CC)

Student Service Improvements: Student Information System replacement; advising
Membership:
William Mayrl, Co-convener (CBAC, CC)
Jeff Robb, Co-convener (CC, SA)
Joe Douglas (facilitator)
Vicki Everson (CBAC)
Robert Greenstreet (ADC)
Stan Yasaitis (CC)

Competitive Salaries: Faculty; staff; graduate assistants
Membership:
Jon Lenichek, Co-convener (CBAC, ASC)
Randall Ryder, Co-convener (CC, UC)
Wayland Winstead (facilitator)
Erika Sander (facilitator)
William Harvey (ADC)

Milwaukee Commitment
Membership:
Connie Horstman, Co-convener (CBAC)
Charmaine Clowney, Co-convener (CC)
Tory Boswell (facilitator)
Gary Williams (ADC)
Kate Davy (ADC)

Contingent Needs: Capital campaign start-up; marketing; unfunded and/or unanticipated initiatives
Membership:
Don Melkus, Co-convener (CBAC, CC)
Sandra Hoeh-Lyon, Co-convener (CC)
Mike Rupp (facilitator)
Stan Yasaitis (CC)
Marshall Goodman (ADC)

IV.   Meeting schedules and report format: The meeting schedules of all committees will be made available on the web site. Each committee will consider groups or key committees on campus which should be brought into the committee's discussion.  A meeting will be held in in early April for the steering committee, the co-conveners, and the facilitators to review progress to date and plans for the retreat. Final reports will adopt a common PowerPoint template; each resource use area will be limited to no more than 10 slides.

V.  Communicating with the campus: All materials will be posted on the Academic Affairs (website).  Materials will include:
a)     This descriptive document (process, purpose, and participants)
b)     The schedules of the committee meetings
c)     Means of contacting conveners and other committee members
d)     The meeting notes of the committees
e)     The PowerPoint slides of the committee's report, posted one week prior to the retreat.

An open campus forum will be conducted from 12:30 - 2:30 on Friday, April 23 for campus community members to share input in response to the outlines posted on the Web site.