Identity area
Reference code
Title
Date(s)
- 29 November 1996 - 8 December 2011 (Creation)
Level of description
Extent and medium
11 paper folders
Context area
Name of creator
Administrative history
The Office of Planning and Academic Implementation was renamed the Office of Strategic and Academic Planning in 2004.
Name of creator
Administrative history
Since the establishment of the HKIEd in 1994, there has been an increasing need for the Institute to develop an equitable and accountable policy to facilitate and inform academic manpower planning, forecasting and allocation of resources to various departments. An Office of Academic Implementation (AI) was established in the 1996/1997 academic year.
Name of creator
Administrative history
The Office of Academic Implementation renamed the Office of Planning and Academic Implementation (PAI) in early 1998 to support three central planning aspects of the Institute, namely, academic manpower planning, academic planning and strategic planning. The office collaborated with the Management Information Systems section of the Office of Information Technology and Services to develop a management information system that facilitates strategic and manpower planning within the institute.
Dr Lai Kwok-chan served as Head of the Office until his retirement in June 2012.
Name of creator
Administrative history
In October 2009, the Office of Strategic and Academic Planning was renamed the Strategic Planning Office (SPO) and became solely responsible for supporting the President and senior management in the strategic planning and development of HKIEd. From 2009, SPO published an internal issue of the Planning Brief twice a year. The aim was to inform and support the planning and decision-making processes of Senior Management and related academic and administrative offices.
SPO was closed in July 2012.
Content and structure area
Scope and content
This subseries comprises Academic Development Proposals (ADPs), draft proposals, correspondence, meeting papers, comments and related records concerning the preparation, review and revision of the Institute's ADPs.
File list:
- Preparations of Academic Development Proposals (29 November 1996 – 6 December 2007) [1 paper folder; loose documents]
- Joint Meeting with the Teacher Education Sub-Committee and ADP Core Group (17 March 1997 – 20 April 2004) [1 paper folder]
- Documents received from UGC (U5-U8) (7 October 1998 – 1 April 2001) [3 paper folders (originally 1 bound folder)]
- Correspondence on under-enrolment (22 October 1998 – 4 April 2008) [1 paper folder; loose documents]
- Correspondence on proposed programmes in Academic Development Proposal 2001- 2004 (25 August 1999 – 11 June 2002) [1 paper folder; loose documents]
- Miscellaneous correspondence on Academic Development Proposals (25 August 1999 – 8 November 2008) [1 paper folder; loose documents]
- Academic Development Planning for the 2008/09 roll-over year (7 November 2000 – 11 October 2007) [1 paper folder]
- Correspondence and analysis of ADP on 2005-2008 triennium (29 January 2004 – 8 April 2004) [1 paper folder]
- Academic Development Proposal 2005-08 [2004] [1 paper folder; presentation slides]
- Correspondence from UGC on preparing the 2009-12 and 2012-15 ADPs (23 March 2007 – 8 December 2011) [1 paper folder; loose documents]
- ADP 2009-12: follow up (6 December 2007 – 20 May 2008) [1 paper folder]
Appraisal, destruction and scheduling
Accruals
System of arrangement
Conditions of access and use area
Conditions governing access
Closed for 50 years from the last creation date.
Conditions governing reproduction
Any request to use or publish materials from the University Archives will be subject to approval by the University Librarian and the Senior Management. Requestors should submit a request to libarchives@eduhk.hk stating the reason(s) and/or information of the proposed publication.
Language of material
- English
Script of material
Language and script notes
Finding aids
Allied materials area
Existence and location of originals
Existence and location of copies
Related units of description
Notes area
Note
Location: Shelf 2.3.1
Note
The files cover the four major eras of academic development planning at the HKIEd, reflecting a historical path defined by changes in public policy and demographic shifts:
• 1998-2001 Triennium: Initial period of integration into the University Grants Committee, consolidation of the new Tai Po campus and the launch of full degree level studies.
• 2001-2004 Triennium: Financial crisis leading to a sector wide 5% cost reduction across higher education and the historic peak period for in service teacher retraining in response to the "All-graduate, all-trained" policy announced by the Government of the HKSAR in 1997.
• 2005-2008 Triennium: Sharp drop in birth rates leading to a severe 14% student quota reduction, implementation of staff redundancies and voluntary departure schemes and the formulation of the 2007 Development Blueprint.
• 2009-2011 Cycle: Transitional planning period for the 3-3-4 higher education academic structure reform and the successful launching of the first multidisciplinary BA and BSSc programmes along with the first 30 funded research postgraduate places.
Alternative identifier(s)
Access points
Place access points
Name access points
- Hong Kong Institute of Education (Subject)
- Hong Kong (China). University Grants Committee. (Subject)
Genre access points
Description control area
Description identifier
Institution identifier
Rules and/or conventions used
Status
Level of detail
Language(s)
Script(s)
Sources
The following publications were consulted during preparation of 'Notes':
Audit Commission. Director of Audit's reports 2003: Chapter 9: Funding of tertiary education, 2003. Retrieved from https://www.aud.gov.hk/eng/pubpr_arpt/aud_UniGra.htm
The Education University of Hong Kong. Milestones for the university, 2026. Retrieved from https://www.eduhk.hk/en/about/history-and-campus/milestones-for-the-university
Financial Services and the Treasury Bureau. Enhanced Productivity Programme 2000-01, 2000. Retrieved from https://www.fstb.gov.hk/tb/en/business/pub_finance/epp-booklet-2000-2001-conclusion.htm
The Hong Kong SAR Government. Government supports development of Hong Kong Institute of Education [Press release], 2009. Retrieved from https://www.info.gov.hk/gia/general/200906/24/P200906240254.htm
The Hong Kong Institute of Education. Annual Report 1997-98, 1997. Retrieved from https://educoll.lib.eduhk.hk/records/annual-report-VtHkSaFP
The Hong Kong Institute of Education. Annual Report 1998-99, 1998. Retrieved from https://educoll.lib.eduhk.hk/records/annual-report-XFfprURE
The Hong Kong Institute of Education. Annual Report 2004-2005, 2004. Retrieved from https://educoll.lib.eduhk.hk/records/annual-report-XFfprURE
The Hong Kong Institute of Education. Development blueprint: becoming a university of education, 2007. Retrieved from https://educoll.lib.eduhk.hk/records/development-blueprint-becoming-a-university-of-education-Yqg1jr9T
University Grants Committee Secretariat. Recurrent funding for University Grants Committee-funded institutions in the 2005-08 triennium (LC Paper No. CB(2)554/04-05(01)), 2005. Retrieved from https://www.ugc.edu.hk/doc/eng/ugc/publication/other/2005/ed0207cb2-795-1e.pdf
University Grants Committee. Report of the Review Group on the Application for University Title by the Hong Kong Institute of Education: Annex F, 2015. Retrieved from https://www.ugc.edu.hk/eng/ugc/about/publications/report/hkied_AfUT_review_report/hkied_AfUT_review_report.html