Teaching and Learning TL11 - Academic Resource Planning

Accessed:	2026-07-17
Purpose of series:	Records series documenting short and long term enrolment planning and management, faculty complement planning, appointment planning, academic load, budgeting and analysis of resource requirements for academic programs.
Scope and contents:	Includes (but not limited to): models, projections, database content, reports, and related correspondence.
Cross reference:	For meetings related to academic planning in unit see: Faculty Councils and Committees (GV13); For final reports and statistics, see: Reports and Statistics (AD70)
Exceptions:	Meetings related to developing administrative/operational policies, procedures, decisions and other operational needs, see: Meetings - Staff (AD30)

Primary offices:	Faculty
Primary office retention trigger:	Superseded / Obsolete
Primary office disposition:	Transfer to University Archives
Primary office retention period:	3 years
Primary office retention instructions:	S/O = planning session completed. Retained for 3 additional years, then transferred to the University Archives for selective retention.

Secondary offices:	Academic Unit
Secondary office retention trigger:	Superseded / Obsolete
Secondary office disposition:	Secure Destruction
Secondary office retention period:	3 years
Secondary office retention instructions:	S/O = planning session completed. Retained for 3 additional years, then securely destroyed.

Retention rationale:

Expected Operational Use, Related University Policies

Vital records	Electronic systems	Personal information	Official media
No	NAS, SharePoint	No	Paper, Electronic

Approval date:	Last updated:	Edited by:	Security classification:
2021-12-13	2024-06-19 14:11:40	cr618206	Internal

Notes: