What does this provide?: Introduction and resource hubs to help programs/departments complete the Integrated Planning process

Where does this information come from?: The OTC Strategic Planning & Grant Development and Accreditation and Assessment Offices

When is the information updated?: Annually by the first business day of July

When was this page updated?: April 1, 2024

Integrated Planning Key Information

  • OTC operates on a three-year Integrated Planning cycle.
  • Program/departments complete a Comprehensive Plan every three years and an Annual Update each of the interim two years.
  • Download the Integrated Planning Program/Department Calendar to find out whether your program/department is completing a Comprehensive Plan or Annual Update this year.
  • A phased implementation approach will be utilized to transition programs/departments from the existing planning, review, assessment, and budgeting processes, to the new Integrated Planning approach. More information will be provided in the Annual Update Resource Hub.
3 Year Cycle

Integrated Planning Annual Cycle

The Integrated Planning annual cycle begins July 1 and concludes June 30 of the next year.

Integrated Planning Overview

2024-2025 Key Dates

Comprehensive Plan

(Group B Programs/Departments)

  • Integrated Planning Mini-Conference #1: April 9, 2024 or April 12, 2024
  • Integrated Planning Mini-Conference #2: July 18, 2024
  • Capital and Technology Estimate Requests: September 13, 2024
  • Comprehensive Plans Due: October 11, 2024
  • Peer Reviews Conducted: October 21 – November 22, 2024
  • Final Comprehensive Plans Due: December 1, 2024

Annual Update/Annual Planning

(Group A and C Programs/Departments)

  • Annual Update Training & Kick-Off: September 15, 2024
  • Capital and Technology Estimate Requests: October 2024
  • Annual Updates Due: December 1, 2024

Integrated Planning Components

Integrated Planning holistically connects the components designed to meet HLC and other programmatic accrediting bodies, as well as institutionally-established goals for strategic planning and student-centered care, into one, institution-wide, system.

Integrated Planning Overview

Component Definitions

Program Review

A data-informed, self-evaluation conducted by program/department leadership and faculty/staff. Reflective questions are provided, based on HLC Criteria, OTC Strategic Plan, and OTC Cares initiatives, that help the program/department determine its effectiveness through an examination of strengths, areas of concerns, student learning outcomes, etc.

Three-Year Plan

Future plans developed by program/department leadership, with input from program/departmental team members and leadership, designed to align priorities identified by the college and also the respective program/department for the upcoming three-years. Plans include goals and initiatives linked to measurable benchmarks, and requests for new resources.

New Resource Request

New budgetary items requested, including capital projects, technology requests, equipment requests, personnel, and one-time needs. These requests do not include items that can be funded by existing Operational Budgets, or by reallocating budgets within planning units.

Peer Review

Review committee consisting of faculty representatives from each division, rotating staff members, Finance, Institutional Effectiveness, Strategic Planning Office representatives, and Deans/College Directors. The Peer Review committee exists to foster a collaborative environment review and feedback of the program review and three-year plan created during year 1 of the Integrated Planning process.

Review and Affirmation of Assessment Plans (Instructional Units Only)

Annual review conducted by instructional Program Directors/Department Chairs of the assessment plans established for courses within their respective programs/departments.

Assessment of Student Learning Annual Report (Instructional Units Only)

Annual report of assessment of student learning describing assessments conducted, findings, analysis of the results, and a description of how the results have been used to make improvements at the course, program, and/or institutional level.

Annual Update

Annual update conducted in year 2 and 3 of the three-year goals established in the Integrated Plan during year 1. Includes updates to the goal(s), along with any challenges, outcomes, or adjustments (if applicable). New resource requests may also be requested during the annual update.

Training & Kick-Off

A mandatory Integrated Planning Mini-Conference will be held for all programs/departments April 9, 2024 or April 12, 2024, to guide you through the process.

Drop-In Assistance

We have drop-in times scheduled for extra assistance as needed.


    • 2:00 – 3:00pm
    • September 24, 2024 – October 1, 2024
    • Simmons Conference Room – Springfield Campus
      • Information Commons East – Room 224


      • 9:00 – 10:00am
      • August 30, 2024 – November 22, 2024
      • Simmons Conference Room – Springfield Campus
        • Information Commons East – Room 224