Unit Name All Funds Planning FY23-25 Achievements and Financial Outlook

Explore the major accomplishments and goals, financial position, challenges and mitigation efforts, financial SWOT analysis, strategic goals and objectives, and financial plans for the coming years in the Unit Name's all funds planning for FY23-25. Gain insights into the past year's successes and future financial prospects through concise summaries and comprehensive strategies.

• Planning
• Achievements
• Financial Outlook
• Challenges
• SWOT Analysis

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1. Unit Name All Funds Planning FY23-25

2. Major Accomplishments & Goals OVER THE PAST YEAR GOAL/ACCOMPLISHMENT 1 GOAL/ACCOMPLISHMENT 2 GOAL/ACCOMPLISHMENT 2 And/or Consider Bullet Points Use Metrics, When Possible But Focus on Impact One to two sentences here, at most. Keep them short ~7 words or less. These details should serve as a trigger/reminder. They guide the conversation highlight the most salient points.

3. Financial Position UNIT NAME ALL FUNDS PLANNING| THE UNIVERSITY OF ARIZONA OVER THE PAST YEAR Succinct statement on current financial position. Keep your text short, easy to understand.

4. Challenges & Mitigation Efforts OVER THE PAST YEAR CHALLENGES Sample Bulleted Challenge Use Short-phrased Challenge-titles Here, Only ~7 Words or Less - Aim for 3-5 Challenges, Total Use These to Guide/Remind the Conversation MITIGATION EFFORTS Sample Bullet Effort Use Short-phrased Effort-titles Here, Only ~7 Words or Less - Aim for 3-5 Efforts, Total Use to These Guide/Remind the Conversation

5. Financial SWOT IN THE COMING YEARS S W O T Sample Weakness Sample Weakness Sample Weakness Use Metrics, When Possible Sample Opportunity Sample Opportunity Sample Opportunity Use Metrics, When Possible Sample Threat Sample Threat Sample Threat Use Metrics, When Possible Sample Strength Sample Strength Sample Strength Use Metrics, When Possible

6. Strategic Goals & Objectives IN THE COMING YEARS GOAL/OBJECTIVE 1 GOAL/OBJECTIVE 2 GOAL/OBJECTIVE 3 One to two sentences here, at most. Keep them short ~7 words or less. And/or Consider Bullet Points Use Metrics, When Possible But Focus on Impact Note ties to SWOT These details should serve as a trigger/reminder. Tocreateastunningpresentation, it'sbestto simplifyyourthoughts. Tocreateastunningpresentation, it'sbestto simplifyyourthoughts. They guide the conversation highlight the most salient points.

7. Financial Plans INITIATIVES OR CHANGES Sample Bulleted Challenge Use Short-phrased Challenge-titles Here, Only ~7 Words or Less - Aim for 3-5 Challenges, Total Use These to Guide/Remind the Conversation Mention AIB impact, if applicable METRICS & DRIVERS 6 5 4 3 2 1 0 FYXX FYXX FYXX FYXX Series 1 Series 2 Series 3

8. SOURCES & USES BY YEAR 45.0 Millions 40.0 35.0 30.0 25.0 20.0 15.0 10.0 5.0 - FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 Revenues Expenses Fund Balance 41,000,000 40,000,000 2,500,000 40,000,000 37,000,000 5,500,000 38,000,000 37,000,000 6,500,000 39,000,000 39,000,000 6,500,000 36,000,000 35,000,000 7,500,000 37,000,000 36,500,000 8,000,000 39,000,000 39,000,000 8,000,000 40,000,000 39,000,000 9,000,000 41,000,000 40,000,000 10,000,000 Fund Balance YEAR-OVER-YEAR

9. UNIT NAME ALL FUNDS PLANNING | THE UNIVERSITY OF ARIZONA Questions & Discussion