File HKIEd/16 - Management retreat records

Identity area

Reference code

HKIEd/16

Title

Management retreat records

Date(s)

  • 1999-2013 (Creation)

Level of description

File

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

(2009 - July 2012)

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.

Name of creator

(2004 - 2009)

Administrative history

The Office of Planning and Academic Implementation was renamed the Office of Strategic and Academic Planning in 2004.

Name of creator

(1998 - 2004)

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.

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

    Finding aids

    Allied materials area

    Existence and location of originals

    Existence and location of copies

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    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]

    Alternative identifier(s)

    Accession Number

    AC2019-1

    Accession Number

    AC2017

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    Description identifier

    Institution identifier

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        Accession area