Resource Allocation and Planning provides a structured and strategic approach to distributing the university’s financial, human, physical, and other resources in support of its mission, vision, and institutional priorities. The function helps ensure that resources are allocated transparently, sustainably, and in alignment with strategic objectives, enabling the university to respond to changing needs, invest in areas of opportunity, and achieve long-term success. Through planning, analysis, and collaboration, Resource Allocation and Planning supports informed decision-making and responsible stewardship of university resources.

Here is how Resource Allocation and Planning supports the university:

• Aligns resources with strategic priorities - Ensure financial and other resources are directed toward activities, initiatives, and investments that advance the university’s mission and goals.
• Supports institutional planning - Lead and coordinate planning processes that connect strategic objectives with resource requirements and operational plans.
• Facilitates resource allocation decisions - Provide frameworks, analysis, and recommendations to support transparent and evidence-based allocation of resources.
• Promotes financial sustainability - Assess resource capacity, future demands, and funding availability to support long-term financial health.
• Supports budgeting and forecasting - Develop projections, scenarios, and planning assumptions to inform budget development and multi-year planning.
• Provides decision-support analysis - Deliver data, modelling, and insights to evaluate options, priorities, investments, and resource trade-offs.
• Monitors resource utilization and performance - Assess how resources are being used and whether investments are achieving intended outcomes.
• Supports strategic investments and initiatives - Evaluate and prioritize funding requests and investment opportunities based on institutional objectives and expected benefits.
• Advances transparency and accountability - Promote clear processes and decision-making criteria for resource allocation across the university.
• Integrates planning across the institution - Coordinate with academic and administrative units to align local plans with university-wide priorities and available resources.
• Identifies risks and opportunities - Analyze emerging trends, funding pressures, enrolment changes, and other factors that may impact resource needs and priorities.
• Supports capital and infrastructure planning - Inform decisions related to facilities, infrastructure, technology, and other long-term investments.
• Enables data-informed decision-making - Provide relevant information, metrics, and analysis to support executive leadership and governance decisions.
• Promotes continuous improvement - Evaluate resource allocation models, planning processes, and outcomes to enhance effectiveness and responsiveness.
• Collaborates across the university - Work with leaders, units, and stakeholders to identify priorities, address challenges, and support coordinated planning and resource management.
• Balances competing priorities and needs - Help the university make informed choices when resources are limited while maintaining alignment with strategic objectives and commitments.

• Financial planning and reporting cycle

The chief resource allocation and planning officer reports to the  chief financial officer . 

For meeting or general scheduling requests, and general information or questions please contact: