Identity area
Reference code
Title
Date(s)
- 1999-2013 (Creation)
Level of description
Extent and medium
4 archival clamshell boxes + 7 photo albums + 3 envelopes of negatives + 1 roll of negative film + approximately 1 folder of transparency slides.
Context area
Name of creator
Administrative history
The Office of Strategic and Academic Planning was renamed the Strategic Planning Office (SPO) in 2009, and senior management closed it down in July 2012.
From 2009 to 2012, 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.
Name of creator
Administrative history
The Office was renamed the Office of Strategic and Academic Planning in 2004.
Name of creator
Administrative history
The Office of Planning and Academic Implementation was established in early 1998 to support the Hong Kong Institute of Education’s central planning work, including academic planning, strategic planning, and academic manpower 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 was Head of the Office from its establishment till his retirement in June 2012.
Archival history
The file was maintained in the custody of a former staff of the Strategic Planning Office since the Office’s closure in July 2012 until transfer to the EdUHK Archives.
Content and structure area
Scope and content
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.
Appraisal, destruction and scheduling
Accruals
System of arrangement
Arranged by retreat year.
Conditions of access and use area
Conditions governing access
Closed for 30 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
- Chinese
- English
Script of material
Language and script notes
Physical characteristics and technical requirements
Finding aids
Allied materials area
Existence and location of originals
Existence and location of copies
Related units of description
Notes area
Note
Location: Shelf 2.1.1
Note
Theme and main focus of retreats:
14-15 May 1999: Strategic Thinking Workshop (Nan Hai Hotel, Shekou, Shen Zhen of PRC) [Management Retreat]
3-4 November 2000: The Way Forward to Institutional Upgrading (Arena Room, New Clubhouse) [Management Retreat]
11-12 January 2001: Improving Quality and Upgrading (HKJC Beas River Country Club) [Management Retreat; Includes 1 folder of transparency slides]
15 June 2005: Strategic Planning for 2005-10 (HKJC Beas River Country Club) [Management Retreat]
14 September 2007: Turning the Blueprint into Action: Creating the Hong Kong University of Education (Hotel Plaza Metropolis) [Management Retreat]
10 December 2007: Turning the Development Blueprint into Action: Embracing 334 and Enhancing R&D Capacity (Royal Garden Hotel) [Institute Retreat; Includes a report on the Department Retreat on 23 November 2007]
24 June 2008: 334 Planning (HKJC Sha Tin Clubhouse) [Management Retreat]
6 February 2009: Planning for the Future: Making a Difference (The Egretry, Lake Egret Nature Park, Tai Po) [Senior Management Retreat]
27 January 2010: Making a Difference as an Education Powerhouse [Senior Management Retreat]
24 February 2011: Strengthening Capacity, Building our Future (HKJC Beas River Country Club) [Senior Management Retreat]
31 January 2013: Shaping the Future: Excellence in Learning and Scholarship (HKJC Sha Tin Clubhouse) [Senior Management Retreat]