Budget Model Review Timeline

Below is a description of the Budget Transformation Initiative phases and corresponding timeline.

Phase I: Discovery and Planning

September 2025-January 2026

  • Establish charge for framework development.
  • Launch Phase I core team and working groups for academics, research, engagement, operational excellence, and additional financial considerations, including athletics and philanthropy.
  • Initial recommendations to President Linton by early December.
  • Recommended path forward established by mid-January to move into design and implementation.

Phase II: Design and Validation

February-July, 2026

  • Stand up governance groups and establish appropriate working groups as required.
  • Develop design of budget allocation-dependent elements.
    • Testing and validation of initial strategies, optimize as needed.
    • Allocations issued in May with appropriate wraparound training.
  • Design, testing and validation of additional budget framework elements.

Phase III: Comprehensive Training and Launch

August-November, 2026

  • Develop and deploy comprehensive training.
  • Begin development of transformation in Anaplan and other enabling software.
  • Establish reporting tools for transparency and accountability.

Phase IV: Measurement and Optimization

December 2026 and Beyond

  • Governance teams to review baseline reports of FY27 impacts.
  • Review FY28 expectations and adjust as necessary.
  • Build out additional steps as necessary.