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August 13 , 2003

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University trustees endorse academic plan at July meeting

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University trustees endorse academic plan at July meeting

The University has a new strategic blueprint for its academic future and the financial decisions that will help make progress possible over the next five years.

Carolina's Board of Trustees endorsed the University's first academic plan in recent history at its July 24 meeting, capping a

More information about the academic plan, along with a complete copy of the final version, should be available online within the next few days at www.unc.edu/provost/.

year-and-half process marked by broad campuswide input into the plan and its recommendations.

Executive Vice Chancellor and Provost Robert Shelton assembled a 24-member group of faculty, students and administrators -- the Academic Plan Task Force -- to draft the plan, starting in March of 2002.

One of the plan's key strengths, Shelton said, is that it has been designed to be used for both strategic and practical purposes.

"It's not a mission statement, it's a statement of specific responsibilities and who is responsible for doing each one," Shelton said.

The plan includes more than 75 "action steps," with designations of those responsible in academic and administrative units campuswide for carrying out those steps, Shelton said.

"It's clear that one of the purposes of the plan is to guide resource allocation," he said. "What that means is it gets revisited every year by the deans and vice chancellors. It's integrated into the budgeting process. It doesn't just sit on the shelf."

While the plan was shaped by many different hands, it is bound together in a common purpose shared by all: to tie budget decisions made each year to the University's overall goal of becoming the country's leading public university.

Another key to keep in mind, Shelton said, is the immutability of the six priorities generated by the faculty on the task force.

"What that suggests to me is that the foundational values of this plan are bedrock solid," he said.

Those priorities are to:

* Provide the strongest possible academic experience at all levels;

* Integrate interdisciplinary research, teaching and public service;

* Improve faculty recruitment, retention and development;

* Increase diversity of faculty, students and staff;

* Enhance public engagement; and

* Extend global presence, research and teaching.

One key section of the plan outlines potential strategic areas in which the University can best pursue interdisciplinary programs, research and public service opportunities.

Those areas include the biological, medical and technology sciences -- including genome sciences, materials sciences and nanotechnology -- as well as the fine arts, humanities and social sciences; global citizenship; social problem-solving; ethics, leadership and public service; and leadership and public life.

That broad list represents areas in which the University already has achieved excellence, others in which the campus is building strength and yet others that hold promise across multiple units to address pressing issues facing North Carolina and beyond.

"The campus community should view the plan beyond just the implications for budget allocations," Shelton said.

For that reason, the plan will be implemented in tandem with a five-year financial plan being assembled by Nancy Suttenfield, vice chancellor for finance and administration, and her staff.

The financial plan aims to identify funding options for the academic priorities, thereby providing a sound basis for charting the University's future, Shelton said.

Other signficiant developments at the University linked to the academic plan content include the case statement for the Carolina First fund-raising campaign, the recent revisions to the undergraduate curriculum and the upcoming honor and integrity campaign, a result of recent student honor code reform efforts.

Shelton and Darryl Gless, senior associate dean in the College of Arts & Sciences, served as co-chairs of the Academic Plan Task Force. The plan went through various refining stages before taking its nearly final form this spring.

Introductory sections added addressed current higher education and economic trends, as well as an examination of Carolina's core values -- qualities building upon the campus's legacy as the nations' first state university, including its emphasis on public engagement, the importance of its collegial culture and accessibility to North Carolinians.

Final changes came at the suggestion of the trustees in their May meeting and over the summer.

Although the plan took more than a year to craft, it was important that the process was open-ended and inclusive, Shelton said.

At the same time, it was no less important that the academic plan, once it took written form, be fully vetted before many campus constituencies.

The task force continued to issue draft reports and invite feedback from across campus. Forums were held earlier this year to allow faculty, staff and students to share their comments. Vice chancellors and deans participated in a retreat that examined the plan. The plan was also presented before the Faculty Council, Employee Forum and various student groups. And the Provost's Office received hundreds of e-mails and letters about the document.

Shelton said he believes the final product captures the spirit of Carolina, inherent both in its tradition and current practices. "The chancellor talks about this as well -- it's just a place that feels different, and the context the plan provides clearly shows what has made Carolina so special, identifies its core values and explains why our academic future is so compelling."


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