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This subseries comprises correspondence, meeting notes, data sheets and research papers generated to support institutional planning during triennial funding reviews. The records document independently conducted research covering school population trends, student enrollment patterns and teacher supply and demand.

File list:

1. Triennial projections (22 December 1998 – 16 July 2002) [1 paper folder; loose documents]
2. Teacher demand in Hong Kong in the past decade (14 September 1999) [1 paper folder; loose documents]
3. Research papers on academic planning and internal review (22 September 2000 – 31 August 2011) [1 paper folder; loose documents]
4. Advisory Committee on Teacher Education and Qualifications: Working Group on Teacher Supply and Demand (6 September 2002 – 29 October 2002) [1 paper folder; loose documents]
5. Projections of teacher demand in Hong Kong (16 January 2002 – March 2007) [1 paper folder; loose documents; includes presentation slides]
6. Projected teacher supply and demand in Hong Kong (as of January 2003) (January 2003) [1 paper folder; loose documents]
7. Projecting demand and supply of teachers (29 August 2003 - 6 April 2004) [1 paper folder; loose documents]
8. Summary of correspondence with the government on PT PGDE provisions (13 December 2002 – 16 June 2005) [1 paper folder; loose documents]

This sub-fond consists of records generated, received or accumulated by the Strategic Planning Office (SPO), which mainly document HKIEd’s strategic development planning, working progress on University Title, HKIEd academic development, UGC visits and the organisation of strategic events such as senior management retreat and roundtables of Presidents of Universities of Education.

The sub-fond also includes records inherited from and created by predecessor offices whose functions were assumed by the SPO following organisational restructuring or administrative changes.

The records reflect the administrative and research activities of SPO in academic manpower planning, academic planning, and strategic development. The records also document SPO's involvement in a number of events significant to the development of the HKIEd.

In February 2009, the University Grants Committee published its Review Report, which recommended one of two options for the Hong Kong Institute of Education to “develop into a multidisciplinary, institution with a focus on education and other complementary disciplines, primarily offering undergraduate and postgraduate degree programmes and undertaking research and research training”. The Review Report provided a clear roadmap for the Institute’s development into an education-focused, multidisciplinary institute with strong research capabilities.

In January 2012, the Institute submitted a report entitled Final Preparation for University Title to the Education Bureau of the Government of the HKSAR. The report articulated that the Institute has transformed into a university-level institution providing multidisciplinary programs at all levels and conducting active research.

This file contains the agenda and minutes of the Steering Committee on University Title, which was responsible for adopting strategies for the re‑submission to the Government of the HKSAR and for considering and endorsing the draft Re‑submission Documents for Academic Board consideration and Council approval.

In addition, the file includes multiple draft versions of the Final Preparation for University Title, reflecting revisions made during the drafting process.

The first Asian Roundtable of Presidents of Universities of Education was organised by the Hong Kong Institute of Education in May 2009. Over 30 presidents and representatives of normal universities and universities of education from Asia and Europe attended.

The Second Asian Roundtable was held on 3 November 2011 under the theme of “Envisioning the Future of Asian Universities of Education”.

File list:

• Asian Roundtable of Presidents of Universities of Education: operation guide (I) / edited by Office of Strategic and Academic Planning (August 2009). [7 November 2008-15 May 2009]
• Asian Roundtable of Presidents of Universities of Education: operation guide (II) / edited by Office of Strategic and Academic Planning (August 2009). [29 January 2009-5 November 2009]
• Second Asia Roundtable of Presidents of Universities of Education: [operational support documents]. [9 March 2011-31 October 2011]
• 2011 Second Asia Roundtable of Presidents of Universities of Education: expenditure. [28 March 2011-12 December 2011]

This series comprises records relating to the formulation, review and implementation of the HKIEd's Academic Development Proposals (ADPs). The core objective of submitting an ADP was to compete for excellence in resources, optimise the academic landscape and enhance international competitiveness within a stable institutional framework.

The records include proposals, supporting research, correspondence, minutes, statistical analyses and other planning documents relating to academic development. Topics include programme development, academic structures, staffing qualifications, academic strengths, teacher supply and demand, and the HKIEd's distinctive positioning within the higher education sector.

The records document multiple planning cycles and demonstrate the HKIEd's academic development strategies over time.

In March 2007, members of the Council, management, staff and student representatives held a retreat, uniting to work out strategies that would drive the Hong Kong Institute of Education’s development forward. A major resolution passed at the gathering included the working out of development plans. In line with the Institute’s application for a university title.

After the retreat, senior management set to work immediately, establishing a work group, which took charge to study the future educational needs of the education and wider community in Hong Kong, the Chinese Mainland and the Asia-Pacific Region; and the impact these needs would have on the role and positioning of the Institute. With the input of staff, students and the entire Institute community, as well as several rounds of workshops, forums and e-communications, plans proposed by the Work Group were eventually fine-tuned and articulated into a document called the Development Blueprint.

This folder consists entirely of contact sheets used as visual indexes to institutional photographs.

Photo index:
A. Ceremony
B. Conference
C. Exchange/Immersion
D. Meeting
E. Seminar/Scholar
F. Other Institute-wide Activities
G. Campus
H. Publication
I. Others (photos not in the above types)

Consolidated annex materials prepared for the University title process.

Booklet list:
1.Strategic Plan 2006-2012 = 策略發展計劃 2006-2012
2.Development Blueprint: Becoming a University of Education (June 2007)
3.Academic Development Proposal 2009-2012 (January 2008)
4.Report of the Review Group on Hong Kong Institute of Education’s Development Blueprint (February 2009)
5.Planning for the future, making a difference: strategic plan 2009-2012 and beyond = 籌劃未來, 騰飛新天 : 策略發展計劃, 跨越2009-2012

This file comprises records documenting University management retreats supported by the Office of Planning and Academic Implementation (later renamed as Office of Strategic and Academic Planning and Strategic Planning Office). Records typically include the retreat programme, group lists, presentation slides, reference reading materials, retreat summary reports, group reports, discussion summaries, post retreat evaluation forms and reports, and email communications with external and internal parties.

The file also includes photographic documentation (photo albums/negatives) depicting retreat proceedings and group sessions.

In line with its role statement, the Institute has played an active part in the development and improvement of education through knowledge advancement, applied research and the transfer of knowledge, as well as through its academic and professional practices and community services. Knowledge transfer is defined as the two-way flow of academic and professional knowledge, ideas, techniques and expertise between the Institute and the wider education community.

This file relates to research development of the Institute and the Academic development proposal 2009-2012.