400.2.1.1[R]
Adopted 02/01/01
Replaced 02/07/03
Replaced 6/17/05
Repealed 03/31/19
I. Introduction
The Board of
Governors adopted Long-Range Plan 2004-2009 in January 2004. That plan updated the 2002-2007 plan that was
adopted in January 2002. As we begin the
planning process for the next five years, campuses are asked to develop a plan
that is responsive to changes in higher education, in the needs and demographics
of the State of
The long-range
plan of the University must demonstrate the integration of budget, facilities,
enrollment, and academic mission. In so
doing, campuses must consider the impact of increased enrollment on their
institutions and the potential of distance education to serve the needs of the
students of
Three related
activities will need to be integrated into the process this year: the study of
educational needs, both programs and facilities, for economic development in
The Peer Study
will be an opportunity for campuses to review their designated peer
institutions. Dennis Jones, President of
NCHEMS, will lead the review of peer institutions, and he plans to complete the
process by the end of April. This study
should be integrated with the overall planning process on the campus. Preliminary work has been done toward
developing benchmarks for the Strategic Directions and the process will be
completed in concert with the planning process for Long-Range Plan 2009-2011.
The goal is to establish agreed-upon campus and university-wide
benchmarks to measure progress in achieving the Strategic Directions. More information will be forthcoming
regarding this project.
II. Long-Range Plan 2006-2011
The next
edition of the long-range plan will cover five years, 2006-07 through
2010-2011. The planning process will
emphasize comprehensive planning, the links between enrollment planning,
academic program planning and facilities planning, expansion budget requests,
capital improvement requests, and the policies adopted by the Board of
Governors to guide the future of UNC.
The preparation of the planning document will be a collaborative
process, involving the constituent institutions, the President and her staff,
and the Board of Governors.
Each
institution, under the direction of the chancellor and with appropriate
consultation with administrators, faculty, and the campus Board of Trustees
will submit to the President any proposed revisions to its current mission
statement, organization, academic program offering, or enrollment plans. The proposed changes should reflect the
institution’s long-range or strategic plan as well as its facilities plans and
should be informed by any special studies undertaken by the Board or the campus
leading up to this process (e.g., MCRs, enrollment planning, tuition policy,
student need-based financial aid, facilities studies, salary studies, foreign
language study, non-tenure track faculty study, student and alumni surveys,
etc.).
Each institution is to append a copy of its current long-range/strategic
plan to its long-range planning submission.
(See
Appendix A for a discussion of strategic planning.)
The President
and her staff will also engage in University-wide planning as they identify
statewide needs and legislative concerns and review institutional
proposals.
A
comprehensive planning document, reflecting the recommendations of the
president, will be prepared by this office for consideration by the Committee
on Educational Planning, Policies and Programs (CEPPP) of the Board of
Governors. Over a period of several
months, the committee will review these recommendations and discuss issues of
significance in higher education as it considers revisions of the strategic
directions adopted in Long-Range Plan, 2004-2009. After conducting a workshop to inform the
Board and other interested stakeholders of the proposed revision, the committee
will recommend to the Board the adoption of the Long-Range Plan, 2006-2011. The president, her staff, and the Board of
Governors will collaborate with the other education sectors and partners
through such vehicles as the Education Cabinet, the Transfer Advisory
Committee, the consultants for the HB 1264 study, the consultant for the Peer
Study, and business and industry groups such as the Biotechnology Consortium
during the planning process.
The planning
schedule has been designed to facilitate articulation between the University’s
plan for 2006-2011, its ten-year enrollment plan, its ten-year capital plan,
and its expansion budget request for the 2007-09 biennium.
The following
outline provides guidance for institutional submissions due
A. Institutional Mission
Institutions may submit requests for minor
changes in language that will improve or clarify their mission statements as
they appear in Long-Range Plan 2004-2009.
Institutional missions must reflect the
reality of the existing programs and resources and must not be aspirational
missions. During the coming months the
Committee on Educational Planning, Policies and Programs will be continuing its
review of the use of Carnegie Classifications with special attention to the
revised classification system expected from Carnegie in the summer of 2005.
The Peer Study, headed by Dennis Jones,
will take place during February, March, and April and should be integrated into
the review of missions.
NOTE: If
you are submitting a request for changes in the mission statement, please
submit the current statement clearly marked to show the changes requested.
B. Response to 2004-2009
Board of Governors’ Strategic Directions
The current Long-Range Plan, 2004-2009
lists six strategic directions for the
1. Access: Ensure
affordability and access to higher education for all who qualify and embrace a
vision of lifelong learning.
2. Intellectual
Capital Formation: Through high quality and relevant graduate,
professional, and undergraduate programs, develop an educated citizenry that
will enable
3. K-16 Education: Continue
to propose and support initiatives to serve the needs of the State’s public
schools.
4. Creation, Transfer, and Application of Knowledge: Expand the frontiers of knowledge through
scholarship and research and stimulate economic development in
5. Internationalization: Promote an international perspective
throughout the University community to prepare citizens to become leaders in a
multi-ethnic and global society.
6. Transformation and Change: Use the power of information technology
guided by IT strategy and more effective education, administrative, and
business practices to enable the University to respond to the competitive
global environment of the 21st Century.
C. Academic Program
Development
During 2000, the academic planning process
was revised to provide for more timely requests for planning and
implementation. The requirements for
academic program planning for this document ask only that institutions confirm
what has already been submitted and provide institutional plans for future
program development consistent with the new process and deadlines.
1. Academic Program Review
In 1995, 1997, 1999, 2001, and 2003 the
Board of Governors conducted a thorough review of all degree programs to
identify those of low productivity or low priority or those that were “unnecessarily
redundant.” Enclosure #1
outlines that process for 2005 and requests the campus response.
2. Requests for Authorization to
Discontinue a Program
Requests to discontinue degree programs,
whether identified as a result of the biennial academic program review process
or through other institutional procedures, should include a schedule for the
proposed discontinuations. (Use Enclosure
#2.)
3. Status Report on Recently
Established Programs
Institutions with programs authorized by
the Board for establishment during the last four years should provide a status
report on the progress being made in implementing each program. Enclosure #3 shows the inventory of
programs that have been established at your institution during the last one–two
years or three–four years. Use Form #3A or Form #3B to report on the
status of these programs.
4. Planning New Degree Programs
The new planning process (Policy Manual
400.1.1) asks that institutions inform the Division of Academic Affairs of
the intent to plan new undergraduate or master’s programs. Requests to plan new doctoral or first
professional programs must be submitted by May 1 or October 1 of each year. Proposals to plan or establish specific
new degree programs should be submitted separately from your response to this
document.
For this section of the document, provide a
brief narrative that describes the academic planning process and the
expectations for program development directions over the next five years. Institutions should take this planning
opportunity to describe alternative means of meeting new program needs, such as
on-line programs, year-around programs, or other distance delivery
mechanisms. Where relevant, response to
recommendation from the consultants for HB 1264 would be appropriate.
D. Enrollment Goals
The University has worked with the campuses
to develop previous ten-year enrollment plans and enrollment targets. Institutions should review the current
expectations for the campus and, after consultation with the Office of the
President (Academic Planning), submit recommended targets for the period
2005-2015. Enclosure #4(A,B,C)
includes institutional enrollment targets adopted by the Board of Governors in
the enrollment plan for 2002-2012, a more detailed year-by-year plan through
2012, and the revised targets for fall 2005.
The object of this review will be to update this plan for 2005-15, with
targets that include both on-campus and off-campus enrollment and with
additional attention to freshmen and distance learning enrollment. Further instructions and forms for providing
this information will be forthcoming from Academic Planning. Academic Planning and Strategic Development
and Analysis will provide enrollment projection information based on projection
models to support campus planning.
Proposed enrollment targets should be submitted to Academic Planning by
E. Reports on Institutes
and Centers
Inter-institutional
(Board of Governor’s Approved) Centers
As specified in the UNC
Policy Manual 400.5[R], each update of the UNC Long-Range Plan shall include a
list of all centers and institutes (hereafter, “centers”) of the
http://www.northcarolina.edu/content.php/apps/research_cil/.
Login instructions and specific procedures
will be distributed to Center Directors and Chief Academic Officers via email
by March 1. The Chief Academic Officers or their designees will have the
opportunity to review and approve the inter-institutional center reports for
which their institution serves as the administrative unit. Centers experiencing
chronic problems in productivity and/or funding should be carefully evaluated
by the institution and discontinuation requested as a part of the reporting
process.
Additionally, for each inter-institutional
center approved for planning by the Board of Governors, the appropriate CAO
must provide a brief statement indicating either: 1) the planning request
is withdrawn, or 2) reconfirmation is requested, with the estimated date for
submission of the request for authorization to establish.
Institutional
(Single campus) Centers
Each institution must submit an inventory
of active institutional centers (those administered on a single campus),
including their primary designation (research, public service, instructional)
and a link to their corresponding website, to the UNC Office of the President
by
F. New Faculty Positions
As enrollment increases at UNC
institutions, and new faculty positions are distributed based on these overall
enrollment increases, it will become increasingly important that there be a
match between new positions and areas of growth. Enclosure #5 indicates the number of
new positions awarded to each institution during the previous biennium. Institutions must indicate the use of these
positions and are invited to present documentation about the overall enrollment
pressures and hiring difficulties in growth areas.
G. Institutional Response
to the Minority Presence Plan Revisions
At the January 2001 meeting, the Committee
on Educational Planning, Policies, and Programs affirmed the need to update the
Minority Presence Plan with a new set of institutional activities and
responses, and at the February 2001 meeting, the Board of Governors approved
the plan to more fully integrate diversity initiatives into all aspects of
institutional planning. In this section,
the institution should provide information about how it intends to meet the
expectations for diversity in response to the Board of Governors’
directive. We would welcome quantitative
data that you could provide to support the results of your initiatives. (Enclosure
#6)
H. Organizational Charts
Each institution’s organizational chart, as
it appears in Long-Range Plan 2004-2009, is attached (Enclosure
#7). Each institution should note
any organizational changes (as of
III. Schedule
Planning
documents should be submitted to the Office of the President (Academic
Planning) by
Discussions
will be held with the chancellors, chief academic officers or designated
institutional representatives to clarify proposals or to obtain additional
information.
Following the
review and evaluation of institutional materials, a draft plan for the