EXECUTIVE MANAGEMENT: PLANNING, PROGRAM DEVELOPMENT, AND PROGRAM EVALUATION

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In an effort to preserve and maintain its history, Yale University seeks to retain certain documentation concerning planning, program development, and program evaluation at Yale.  Specific topics of interest include:

• Policy creation;
   
• Long-range planning;
   
• Creation and fulfillment of missions, goals, and objectives for the university, schools, departments, and units;
   
• Design and establishment of new university units, programs, services, and projects;
   
• Significant changes or reorganizations in university units, programs, services, and projects;
   
• Accomplishments of units, programs, services, and projects;
   
• Analysis and review of units, programs, services, and projects;
   
• Development and implementation of the directives of the university's executive management, i.e. the president and officers of the university, deputy provosts, deans, program directors, and department chairs;
   
• Budget planning as it relates to programmatic functions; and
   
• Development of administrative and fiscal structures of authority and decision-making.
   

Archival records (Permanent records should be transferred to the Archives.  Please arrange timing and frequency of records transfer with Archives staff.) Annual reports from university units   Budget proposals, final budgets, and budget review records   Correspondence relating to decisions, policy creation, planning processes, and directives   Committee records including agendas, minutes, correspondence, policies, reports, and other supporting materials   Mission, goals, and objectives statements   Organizational charts and histories   Policies and procedures   Proposals for new programs, projects, or services   Reports, briefing papers, and studies   Reviews of programs, projects, or services   Speeches and remarks   Statistical and summary reports concerning programs and projects   Topical files of the president and officers of the university, deputy provosts, deans, program directors, and department chairs

Office of record The executive management of the university, i.e. the president and officers of the university, deputy provosts, deans, program directors, and department chairs, maintain the record copy of documentation concerning planning, program development, and program evaluation.  Individual units that are not responsible for the creation of such records, but that maintain duplicates of such works or related materials, should destroy these files after they are no longer needed.

• Calendars and appointment books
   
• Correspondence regarding scheduling, informational requests, invitations, acknowledgements, and other transitory matters
   
• Resource and reference materials, such as publications and articles that are not about Yale or its endeavors