RRS_Series: Institutional Planning and Strategy

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 and correspondence, including e-mail.
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.