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Administrative Files

The series Administrative Files, 1972-1982 (8.5 linear feet) documents the planning, implementation, and evaluation of the project. Major sub-series include the Background and Historical Files, Carnegie Foundation Sponsored Studies, Enrollment Studies, Phase I Administration, and Phase II Administration. The Background and Historical Files (four folders) include a partial chronology of the project, documents on the planning process at Michigan and other universities, and the monograph Implementation of Formal Planning: Strategies for the Large University, by Donald C. Lelong and Martha Hinman, which summarizes and evaluates the project. The Carnegie Foundation Sponsored Studies sub-series includes grant proposals, 1975 and 1976; Correspondence, 1975-1978; Reports to Carnegie Foundation, 1976-1980; and materials relating to two of the case studies sponsored by Carnegie. Academic Planning Case Studies, 1976-1978, documents Nick L. Poulton's study of the planning process at five major universities. The study provided essential background and comparative information for the Evaluation and Planning Project.

Collection

Office of Budget and Planning (University of Michigan) records, 1970-2002 (majority within 1970-1982)

14 linear feet — 8.5 MB (online)

Online
Unit of the Office of Budget and Planning, established in 1974 for purpose of conducting research on academic administration at University of Michigan and coordinating evaluation and planning activities of the VPAA and units under its jurisdiction. Successor of the Office of Institutional Research, Office of Academic Analysis and Planning. Primarily records of the Evaluation and Planning Project, 1974-1979, a study of all academic and academically related units under the Vice President for Academic Affairs. Includes correspondence, grant reports, evaluations of academic units, and planning documents. Also miscellaneous college and school accreditation reports.

The records of the Office of Budget and Planning document the activities of the office from 1970 to 1982. This period includes the transition of the office from the Office of Institutional Research to the Office of Academic Planning and Analysis (renamed Office of Budget and Planning in 1997) and the concurrent shift of core office activities from data collection to planning and analysis. One such analysis and planning activity that is well documented in the records is the Evaluation and Planning Project, 1974-1982. These records both document the planning process as well as provide a unique portrait of the academic units which reported to the Vice President for Academic Affairs. There is also material relating to formal unit reviews and self-studies, 1978-1982, that were not formally part of the Evaluation and Planning Project. In addition to the records from the 1970-1982 period, the record group includes a complete sequence of the Standard Survey Response Document (SSRD) starting in 1991. The records of the Office of Budget and Planning are organized into four series: Administrative Files, Unit Reviews, Correspondence, and Standard Survey Response Document.