404 10 105

Activity
IV.04. FINANCE, ADMINISTRATION AND INFRASTRUCTURE/Business Affairs
Series Name
Institutional Planning and Strategy
Series ID
404-10-105
Description

Document the development of short-term or long-term plans for the institution.

These records found in all media (paper, digital, or other) may include but are not limited to: 

  • instructions from president; provost; and/or vice presidents explaining the nature and purpose of the requested strategic planning effort;
  • internal planning committee materials;
  • statements of objectives and goals as developed by college or unit chairs and administrators;
  • proposals;
  • reports;
  • surveys;
  • activity reports;
  • related documentation.

This series includes permanent records that should be transferred to University Archives.

Retention and Disposal Instructions

10 years, transfer final reports, proposals, goal and objective statements, and instructions and explanations of process to University Archives, purge other related material.

Exception: In the event of a subpoena, audit, legal hold, public records or similar state or federal information request, halt until further instructed any scheduled disposal activities, including purging or transferring material to University Archives.

 

Custodian
President, Vice Presidents, Deans, Directors
OAR Predecessors
OAR 166-475-0010 (25) Institutional Planning Records