The Planning System


 Institutional Planning Cycle

NewCentury@Elon is the institutionís long range plan. Each unit of the university will develop a five-year plan based upon that document. Within each five-year plan is an annual plan that will be revised in accordance with the annual budget. Thus the planning cycle at Elon University moves from the development of a five-year plan, to an annual plan, to an implementation phase, to a budget development phase.

Because the following calendar is based upon the academic year, it begins with the implementation stage, moves to the budget development phase and then to the local and institutional planning stage.


Begin implementation of institutional priorities
Adjust and begin implementation of local annual priorities


Begin budget development based upon institutional and local five-year plans



Review planning and implementation at senior staff mini-retreat



Approve budget



Complete annual priorities at local levels based upon new budget and local and institutional five-year plans



Synthesize all local plans and draft institutional annual priorities at senior staff retreat



Review annual institutional priorities at local units and reach agreement on annual institutional priorities






October ††††††††††††††††††††††††††††††††† Budget committee convened

November †††††††††††††††††††††††††††††† Budget materials sent to local units

December††††††††††††††††††††††††††††††† Budget materials returned

January-February ††††††††††††††††††† Budget hearings conducted

February 15 ††††††††††††††††††††††††††† Budget mailed to Board of Trustees

March††††††††††††††††††††††††††††††††††††† Budget approved

May 1††††††††††††††††††††††††††††††††††††† Individual budgets forwarded to local units

June 1††††††††††††††††††††††††††††††††††††† Fiscal year begins