Each year, all SEWB units are required to submit their Strategic Plan Assessment (SPA) plan/goals for the upcoming fiscal year, along with an End-of-Year report. This page provides everything you need to streamline the process, including timelines, guidelines, step-by-step instructions, templates, and archived reports to support goal setting and ensure efficient completion of your End-of-Year submissions.

Assessments Timeline

The assessment cycle runs from June to May. Please use the assessment timeline as a guide to plan your assessments and report submissions accordingly. This will ensure timely progress and alignment with SEWB’s schedule.

Timeline document image.pdf *************

Strategic Plan Goals Assessment

Every year, units define their goals for the upcoming cycle. The Strategic Plan outlines what each unit aims to accomplish and how these goals align with the Institute’s broader objectives. It serves as a roadmap, providing strategies to achieve these goals, metrics to measure progress, and insights to foster continuous improvement. Below, you will find tools to help you complete your unit’s Strategic Plan assessment more smoothly and efficiently. If you have questions or encounter challenges during the submission process, please contact our office. ORA is here to support you every step of the way.

  • Navigating through the Planning Platform (video)
  • The Strategic Plan explained (video)
  • The Strategic Plan Guideline (PowerPoint document)

End of Year Report

The End-of-Year Report highlights the unit’s key achievements over the past year and their positive impact on both the unit and SEWB. It also provides an opportunity to assess the progress toward the goals set at the beginning of the cycle, ensuring alignment with broader objectives and identifying areas for improvement. Below, you will find tools to help you complete your unit’s End of Year Report more smoothly and efficiently. If you have questions or encounter challenges during the submission process, please contact our office. ORA is here to support you every step of the way.

  • Navigating through the Planning Platform (video)
  • The End of Year Report explained (video)
  • The End of Year Report Guideline (PowerPoint document)