Strategic Reporting Calendar

Monthly Reporting Calendar

AY 2026-2027

July Retreat

Theme: Future Direction

Board Focus:

• Strategic plan review
• Environmental scan
• Legislative priorities
• Board development
• Institutional risks
• Emerging opportunities

September

Theme: Student Success and Educational Quality

Board Oversight:

• BOG Committee assignments
• Enrollment profile
• Persistence metrics
• General education assessment
• Accreditation update
• Student success initiatives

October

Theme: Financial Stewardship and Sustainability

Board Oversight:

• Budget forecast
• Audit review
• Financial health indicators
• Capital projects
• Risk assessment
• Institutional advancement

November

Theme: Workforce and Community Impact

Board Oversight:

• Alumni engagement
• Workforce programs
• Advisory councils
• Employer partnerships
• New program opportunities
• Community engagement

December

Theme: Mid-year Check-in and Calibration

Board Oversight:

• Enrollment: Outreach, recruiting, persistence, retention
• Student data: default rates, summary of academic and student conduct complaints
• Marketing and promoting the college: Evolving strategies to promote the college
• Advancing the college within the community: Foundation and community-based partnerships
• Mid-year cash balances (forecasted)
• Approval of the new strategic plan, including current mission and vision statement

February

Theme: Sustainability: Educational programs and finance

Board Oversight:

• Tuition and fee approval
• 5-year academic program reviews
• Overview summary of contracted service providers

March

Theme: Academic Portfolio and Institutional Effectiveness

Board Oversight:

• Program viability
• Program ROIs
• Transfer pathways
• Job placement outcomes
• Strategic plan metrics

May

Theme: Governance and Presidential Leadership

Board Oversight:

• Presidential evaluation
• Board self-assessment
• Board education
• Budget approval

June

Theme: Annual Institutional Performance Review

Board Oversight:

• BOG Officer Elections and Approval of Upcoming Meetings
• Strategic plan progress
• Annual accomplishments/Year-in-Review
• Enrollment outcomes
• Student success outcomes
• Marketing and advancement outcomes
• Safety and security outcomes, Clery

Other Notable Dates