Fonds F-202 - Academic Planning Services fonds

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Academic Planning Services fonds

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  • Source of title proper: The title of the fonds is based on the name of the creating body.

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  • 1972 - 1999 (Creation)
    Academic Planning Services

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Physical description

2.51 m of textual records

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(1990 - 2004)

Administrative history

Academic Planning Services was established in September 1990 with the appointment of Alison Watt as the unit's first Director, reporting to the Vice-President, Academic (VPA). Academic Planning Services' main functions were to coordinate academic planning at the senior staff level, provide secretariat services to the Senate Committee on Academic Planning (SCAP), coordinate the process for external reviews of academic departments, oversee use of endowment funds to support academic programs, and maintain the university's policies and procedures manual.

In March 1996, Watt became Director, Secretariat Services, moving from the VPA's to the Registrar's portfolio and transferring a number of responsibilities with her. In subsequent years, academic planning support services have been variously organized through the VPA's Office. Kathy Heinrich was appointed Special Assistant to the VPA, Academic Planning in 1996 to assist academic restructuring processes; Heinrich left the university in the summer of 1999. A directorship for Academic Planning Services was re-established from 2000 to 2004 with the appointment of Sue Roppel (2000-2001), then Laurie Summers (2002-2004). In 2004, academic planning was reorganized with the creation of the Academic Planning and Budgeting Office, headed by Glynn Nichols as Director. This unit has a dual reporting relationship to both the VP Academic and the VP Finance and Administration through their respective Associate VPs.

Custodial history

A large number of the files contained in the fonds predate the formal establishment of Academic Planning Services. These records were either created earlier by Alison Watt, the first Director, in her previous position as Assistant to the Vice-President, Academic and carried forward into her new role; or the files were transferred to her for other reasons.

Scope and content

The fonds consists of records made or received or inherited by Academic Planning Services in the course of its activities. Activities documented include the operations of the the Academic Planning Committee (predecessor of the Senate Committee on Academic Planning), external reviews of university departments, new academic program proposals, and SFU's participation in TRIUMF (the particle accelerator facility located at the University of British Columbia and operated jointly by a number of Canadian universities). Records include meeting agendas, minutes and support papers, and external review reports and related documentation. For more detailed descriptions of record types, see individual series descriptions.

Note that many of the records were created before the establishment of Academic Planning Services and were inherited by the unit: all of series 1 (Academic Planning Committee), many files in series 2 (External reviews), all of series 3 (TRIUMF correspondence), and some of series 4 (General correspondence). Note also that the only records post-dating Alison Watt's tenure as Director (1990-1996) are found in series 2 (External reviews).

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Physical condition

Immediate source of acquisition

The records were transferred to the Archives in 1994 as a block of "Special project files" under Unscheduled Records Disposal (URD) 083-94. This transfer was part of a larger project the Archives undertook to appraise, schedule and dispose of records that had accumulated in the University Records Centre through the 1980s and early 1990s.


The material was arranged by the archivist based on groupings established by the creator. Series and sub-series are arranged chronologically by start date. Files within these groupings are arranged chronologically.

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Some files may contain personal or confidential information. Access to these files may be restricted as required by law. Files marked 'pending review' must be reviewed by an archivist prior to release, and as a result of the review access restrictions may apply. Please see the file lists and consult the archivist for more details.

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Finding aids

A file list is available. Appendix A contains an index of access points (names) assigned to series.

Finding aid

Associated materials

For the Vice-President, Academic's correspondence with the Director of Academic Planning Services, see fonds F-200 (Office of the Vice-President, Academic), series 2-17, Academic Planning / Secretariat Services (1992-1999).

The files of Kathy Heinrich as Special Assistant, Academic Planning are not included in this fonds, but were integrated by the creator into the VP Academic's record-keeping system; see fonds F-200 (Office of the Vice-President, Academic), series 2-20, Special Assistant to the Vice-President, Academic - Academic Planning (1995-2000).

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As of February 2006, all accessions have been processed. Future accruals may occur. The status of the records of Academic Planning Services' successor body (Academic Planning and Budget Office) has not yet been determined – i.e. if / when it transfers records to the Archives, whether these will be integrated into the present fonds or established as a new fonds.

General note

Financial assistance for the arrangement and description of the records and production of the finding aid was generously provided by Simon Fraser University's Office of the Vice-President, Academic and Provost (October 2005).

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Finding aid prepared by Richard Dancy (February 2006).

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