Planning Management Policy

Policy Quality and Planning Planning Management Policy

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Intent

This policy sets out the requirements for the development, approval, implementation, management and reporting of the University’s planning framework.

Scope

This policy applies to the University’s planning framework.

Definitions

Accountable Officer

Agency

KPI – Key Performance Indicator

PI – Performance Indicator

OPT – Operational Performance Target

Policy

Each year the University must develop, review or refresh:

  • The Strategic Intent (Vision) which spans five to ten years;
  • The University Plan (Strategic Plan) which spans three to five years; and
  • Divisional Plans, and JCUS Plan (Operational Plans) for the triennium.

The University’s strategic plan must:

  • be developed in the context of environmental factors (e.g. economic, legislative, political and technological) in line with QLD Government ambitions;
  • state the time-frame to be covered by the plan;
  • identify the University’s purpose, role, goals, statement of strategic intent, and outputs;
  • allow outputs to be measurable by ways of agreed KPIs (Key Performance Indicators) and PIs (Performance Indicators);
  • identify and analyse the impact of key issues on;
    • the University’s operations; and
    • achieving the Government’s social and fiscal objectives;
  • state the relationship between the University’s goals and outputs, and the Government’s social and fiscal objectives;
  • state the ways in which the University intends to:
    • achieve its goals and outputs, and
    • assist in achieving the Governments’ social and fiscal objectives;
  • be prepared and available before the start of the timeframe to which the plan applies; and
  • be available to be submitted to the Queensland Premier, Treasurer,   Education Minister.

The Operational plans must:

  • be developed for each Division of the University, and JCUS;
  • be consistent with, and support, the University’s  plan;
  • be developed in the context of the University’s plan covering environmental factors (eg. economic, legislative, political and technological);
  • state the time-frame to be covered by the plan;
  • provide for the outputs the University intends to deliver during the plan’s time-frame;
  • highlight areas of risk and opportunity;
  • include details about output performance measures (Operational Performance Targets) to allow assessment of the University’s performance in delivering the outputs;
  • the operational plans should identify the progress towards the achievement of last year’s goals, strategies, performance measures (Operational Performance Targets), and the University’s priorities; and
  • be prepared and available before the start of the time-frame to which the plan applies.

Responsibilities:

Function

Responsibility

Development of Strategic Intent

Vice Chancellor

Approval of Strategic Intent

Approval of the Academic Plan

Council

Approval of the University Plan

Vice Chancellor

Development of Divisional Plans and JCUS Plan

Senior Deputy Vice Chancellor and Deputy Vice Chancellors, and the Chief of Staff

Approval of  Divisional Plans and JCUS Plan

Vice Chancellor (for Divisions Plans)

JCUS Board (For JCUS Plan)

Implementation of: Strategic intent;

University Plan; and Operational plans.

Head of Organisational Unit

Management of planning process

Director, Quality, Planning and Analytics

Reporting to the Minister

Vice Chancellor

Related policy instruments

Strategic Intent

University Plan

Related documents and legislation

Financial and Performance Management Standard 2009

Agency Planning Requirements 2011

A Guide to the Queensland Government Performance Management Framework 2009

James Cook University Act 1997

FMPM 830 – Budgets

Performance Management Policy

Administration

NOTE: Printed copies of this policy are uncontrolled, and currency can only be assured at the time of printing.

Approval Details

Policy Sponsor

Deputy Vice Chancellor, Services and Resources

Approval Authority

Council

Date for next major review (in accordance with the Policy Handbook)

15/12/2019

Revision History

NOTE: A minor amendment will not result in a change of the next major review date.

Approval date - the date the approval authority approved the establishment, minor or major amendment or disestablishment

Implementation Date - the date the policy was published in the Policy Library and is the date the policy takes effect

Version

Approval date

Implementation date

Details

Author

16-1

15/12/2016

20/12/2016

Minor amendments – formatting; ownership transferred from Finance to Quality & Planning Domain and approval authority changed to reflect the Policy and Delegations Framework.

Quality, Planning and Analytics

15-01

09/09/2015

10/09/2015

Policy Sponsor and Approval Authority updated to reflect the approved Policy and Delegations Framework

Quality Standards and Policy Unit

11-01

18/08/2011

18/08/2011

Finance Committee (06/11)

 

02-01

09/2002

09/2002

 

There are no related procedures.

There are no other related documents.