Planning Process & Timetables
The Corporate Planning process is a crucial enabler in the University’s achievement of its Strategic Objectives. The planning and budgeting process ensures that plans across the University are aligned with the overall strategic direction of the University in a controlled, planned and affordable way.
Planning at Edinburgh Napier University follows a bottom-up process of developing plans which are submitted centrally. The Planning process is co-ordinated by Planning and Business Intelligence and Finance who are responsible for the budget allocation. All plans are overseen by the Senior Leadership Group (SLG).
The two primary outputs of the planning process are the Corporate Plan and the University’s annual operating budget. The Corporate Plan is a summary of all high-level activity that will take place across the University helping the University to meet its Strategic Objectives. The annual operating budget is the agreed financial parameters that the University must work within for the following year.
The planning process is a continually evolving process that brings together a holistic and comprehensive view of what we plan to do and what we need to enable the change. Business plans submitted by Schools and Professional Services will focus on a three-year planning horizon and will include the following elements:
- Student number targets;
- Academic plans, including research;
- Workforce plans;
- Financial plans;
- Performance, as measured through KPIs.
The planning cycle for 2015/16 will focus on plans for 2016/17 to 2017/18. The planning process will for the first time include mid-year monitoring of progress of Schools and Professional Services against Key Performance Indicators and actions in the Corporate Plan.
The timescales for the planning process in 2015/16 are:
High-level student targets and fee income projections for 2016/17 to 2018/19 are agreed by SLG following meeting with Schools.
Confirmation of redistribution of 5% of SFC UG FT entrants for 2016/17.
||SLG agree planning guidance for 2015/16 (plans for 2016/17 to 2018/19)|
Schools will be sent financial templates with income targets and student numbers
Mid-year planning and performance update to SLG
||Schools and Professional Services present emerging draft of plan to Senior Leadership Group|
||Deadline for submission of annual plans|
||Planning meetings with Schools and Professional Services|
First draft of Corporate Plan and University budget
Confirmation of School targets, including 2017/18 and 2018/19 high-level student targets for SFC FT UG.
||Final sign-off by ULT of Corporate Plan and University budget, 2016/17 to 2018/19|
||Corporate Plan and University budget to FPC and Court|
Reporting from the planning discussions will be integrated into the schedule of reports for Senior Leadership Group (SLG) for 2015/16. To ensure an integrated and effective process, outputs and reporting to SLG will summarised at various points throughout the year. These are:
- October: High-level student number targets for 2016/17 to 2018/19 in October 2015;
- December: Mid-year progress update reported to SLG, including KPI update and progress against Corporate Plan;
- March: Initial analysis of School and Professional Services plans to SLG in March;
- April / May: Corporate Plan actions and objectives for 2016/17 will be presented to SLG in April and May.