Guidelines for Planning and Assessment for Centers and Institutes

  • Centers and Institutes Planning and Assessment

    Thanks to the great effort of our C&I directors, with input from the provost, the vice president for Student Affairs, deans, and a-deans, together we have developed a new annual planning and assessment system that replaces both the old annual report form and the need for five-year reviews.

    This system consists of two forms per year:

    • C&I Strategic Planning document - Use this to map out the goals for your center in consultation with other members of your center, key stakeholders, and your dean (or the vice president of your division). 
    • For the 2013–2014 Annual Report: C&I Annual Report Template - Use this to report on your center’s activities for 2013–2014. This is due August 29, 2014, and this will be the last time this template is used.
    • For the 2014-2015 Annual Report:  C&I NEW Annual Report Template - This is the annual report form you will start using in 2015 to report your progress on your 2014–2015 goals.  This form will not be used until summer 2015.

    2014–2015 Timeline for C&I Planning and Assessment

    • Throughout the year, develop a strategic plan (i.e., goals) for your center with relevant stakeholders, and meet with your dean or vice president for input and approval.
    • July 15, 2014: Draft C&I Strategic Planning document due to the C&I Advisory Board for review and feedback (please send to Jean Serio in the SGSR:  Remember, you cannot submit your draft until your dean or vice president has reviewed and approved it.
    • August 8, 2014: Receive written feedback via e-mail from the C&I Advisory Board (your dean or vice president will be copied on the message).
    • August 29, 2014: 2013–2014 Annual Report is due by 4:30 p.m. to Jean Serio ( in the SGSR.
    • October 1, 2014: Final C&I Strategic Planning document due by 4:30 p.m. to Jean Serio ( in the SGSR.
    • May 15, 2015: 2014–2015 Annual Report due by 4:30 p.m. to Jean Serio ( using new Annual Report Template. Be sure to plan ahead, as the new form has a section that your dean must complete and approve before you may submit your report to the SGSR.  (Note: the section your dean completes will be sent to the SGSR, but it will not be included in the C&I Annual Reports published online.).