The office of the Vice-President Administration and Finance has been working with the various reporting units to create a Strategic Plan, with a long-term vision towards enhancing UPEI’s legacy with regards to fiscal, human and physical resources.

View Our Strategic Plan

Strategic Goals:

With a long-term vision of providing exceptional service and support in a manner that optimizes UPEI’s financial, human, and physical resources, the Office of Vice-President Administration and Finance has identified five strategic goals for the next three years. These goals and the strategies identified for each goal are presented below.

• Goal #1: Strategic Leadership
• Goal #2: Campus Planning and Development
• Goal #3: Financial Stewardship
• Goal #4: Sustainability Leadership
• Goal #5: Integrated Communications

Goal #1: Strategic Leadership

• To establish and nurture a culture of strategic planning and ongoing review that ensures all Reporting Units and individuals are accountable,
• To create and foster a service delivery culture with a strong customer focus and processes that are efficient, effective, and innovative, and
• To provide an environment that is supportive of professional development and wellness at UPEI.

Strategies

The following strategies will contribute towards the goal of the VP’s Office to provide strategic leadership.

• Implement the multi-year strategic planning and review framework, as developed by the VP’s Office and Directors, and ensure the four key phases (see Figure 2) - strategic plan development, mid-year review, development of annual operations report, and annual success planning and review - are incorporated into the culture of the VP’s Office and Reporting Units and that the leadership team is accountable for the deliverables and timelines identified in their respective plans.  
• Provide direct guidance and support to the leadership team of IT Systems & Services over the next 18 months, as they develop a new direction and strategy for the Department that is reflective of a comprehensive vision for IT at UPEI.
• In collaboration with the other VPs, oversee the continued development of a professional leadership program for UPEI directors and managers that is delivered over the next 18 months.
• Identify and facilitate professional development opportunities (e.g., annual retreat, short courses), incorporated into an annual calendar of events, for administrative staff at UPEI.
• Negotiate and manage collective bargaining agreements within the anticipated budget constraints for the next three fiscal years.
• Hold an annual staff recognition event for Administration & Finance.

Goal #2: Campus Planning and Development

To operate, maintain, and develop the university campus and infrastructure in a sustainable manner that is consistent with the Campus Master Plan and evolving university priorities.

Strategies

The following strategies will contribute towards the VP Office’s goal for campus planning and development at UPEI.

• Develop a capital asset management plan including deferred maintenance and infrastructure renewal for the University that is adopted by December 31, 2009 and maintained on an ongoing basis.
• Develop and present an updated capital budget for the 2009/2010 fiscal year that captures university requirements for the next five years.
• Provide an annual update on campus development and planning to faculty and staff by the end of December of each year.

Goal #3: Financial Stewardship

To structure and strategically manage the University’s budget to meet current and anticipated financial challenges related to revenue, expenditures, and new priorities.

Strategies

The following strategies will contribute towards the VP Office’s goal for financial stewardship at UPEI.

• Secure infrastructure funding (e.g., Knowledge Infrastructure Program and Build Canada Fund) within the time frames outlined by each respective program that meets the University’s priorities and manage approved projects through to completion as per the program/funding partner requirements.  
• Lead the Budget Development Task Force with a primary goal of identifying $1.5 million in operational savings and new resources by August 2010.
• Meet with faculties and administrative departments in the fall of each year to present fiscal budgetary overview and to guide the development of the annual budgetary process.
• Develop and obtain approval from the Board of Governors for 2009/2010 annual operations budget that incorporates strategies identified through the Budget Development Task Force initiative as well as projections for fiscal year 2011/2012.
• Develop and deliver annual communications on university financial status (e.g., annual budgetary process, key financial issues, the Budgetary Development Task Force, capital investments, and endowments) that appropriately and effectively reach the intended audience.
• Introduce a university policy that governs space utilization and external rental guidelines by the end of September 2009.
• Lead Ancillary Services in achieving the goals of increasing revenues from Residence, Food, and Conference Services to $7 million annually and of achieving breakeven status by 2012/2013, as identified in the UPEI President’s 2008 Strategic Overview to the Board of Governors.

Goal #4: Sustainability Leadership  

To develop and integrate a sustainability framework and culture within all administrative and operational areas of the University; thereby ensuring UPEI is recognized as a leader in environmental stewardship within the province and the national post-secondary educational sector.

Strategies

The following strategies will contribute towards the goal of the Office of the Vice-President Administration and Finance to provide leadership in sustainability on behalf of UPEI.

• Receive approval from the UPEI Board of Governors on a sustainability policy and establish a sustainability steering committee by the fall of 2009.
• Guide the development of a comprehensive strategic sustainability plan for UPEI, in collaboration with the Manager of Sustainability and Energy Management and the Sustainability Steering Committee, by the spring of 2010.
• Initiate ongoing promotions of UPEI’s sustainability efforts on regional and national levels in the post-secondary education environment through ISI and CAUBO.
• Ensure UPEI’s sustainability efforts are effectively communicated both internally and externally to the University

Goal #5: Integrated Communications

To communicate, in an effective manner, pertinent and timely information related to financial, human, and physical resources to all appropriate internal and external university stakeholders.

Strategies

The following strategies will contribute towards the goal of the Office of the Vice-President Administration and Finance for integrated communitications with internal and external stakeholders.

• Launch a website, which is easy to use, provides valuable and relevant information, and is updated regularly, for Vice-President Administration and Finance by August 31, 2009.
• Develop an Annual Operations Report by August 31st of each year for presentation to the President, Senior Management Group, and Board of Governors and for communicating to the university community at large.
• Implement an ongoing communication process with the City of Charlottetown, which encompasses capital development projects, operational issues, and opportunities for joint initiatives, by August 31, 2009.