Institutional Planning

Operational planning

The Office of Institutional Planning and Budget works with units across the campus to develop, report, and implement the University of Washington Bothell operating plan. Operational planning is dictated by institutional priorities, policies, and metrics related to the University's core mission activities. 

planning process. image text says identify and prioritize objects, gather information, analyze information, propose recommended actions, take action, and then track ongoing progress

Institutional analysis

A key component of achieving a plan’s goal is effective communication between the finance team and central administration regarding financial and nonfinancial performance. In order to assess our financial viability and to strategically align our resources for sound decision making, the campus must establish key performance indicators that make sense within the context of the budget. One of our goals is that our selected data can be used to compare to peer institutions.

Financial analysis can measure success factors against institution-specific objectives and provide the campus with tools to improve its financial profile to carry out its mission. Four key financial questions to measure success include:

  • Are resources sufficient and flexible enough to support the mission?
  • Are resources, including debt, managed strategically to advance the mission?  
  • Does asset performance and management support the strategic direction?
  • Do operating results indicate the campus is living within available resources?

UW Bothell will analyze the strategic ratios that help respond to these questions in assessing our financial health.