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Planning and Funding Office

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Overview

The Planning and Funding Office at the University of Otago facilitates planning within the University, and meets the University's key obligations in reporting information to government agencies for planning, funding and statistical purposes. The office is a useful first point of contact for general information on the University.

Key roles include:

  • Providing a planning framework and support for the University
  • Preparing key corporate documents for the University community
  • Dealing with external government agencies in regards to policy and operational matters.
  • Providing EFTS enrolment, other statistical information and analysis for the University community.

For further information

Director, Planning and Funding

David Thomson
Tel 64 3 479 7716
Fax 64 3 479 8040
Email david.thomson@otago.ac.nz

David has overall responsibility for ensuring the Office carries out the key roles described above. He provides high-level strategic planning advice and support to the University Community and leadership in optimising EFTS funding for the University. David serves on a number of University and education sector advisory groups.

Analyst

Liz Owen
Tel 64 3 479 8732
Fax 64 3 479 8040
Email liz.owen@otago.ac.nz

Liz prepares and submits key funding and student statistical data files to the Tertiary Education Commission, as well as supplying the details of new courses and qualifications for funding approval. She is responsible for the annual University Community Service Survey and prepares internal EFTS enrolment reports.

Senior Analyst, Institutional Service Performance

Naomi Weaver
Tel 64 3 479 4955
Fax 64 3 479 8040
Email naomi.weaver@otago.ac.nz

Naomi manages pan-University benchmarking projects, as well as other project work.

Senior Analyst, Funding and Institutional Research

Greg Murray
Tel 64 3 479 3940
Fax 64 3 479 8040
Email greg.murray@otago.ac.nz

Greg takes a lead role in optimising Government enrolment-based funding for the University; oversees the University’s student data returns to Government; and develops and undertakes research and analysis to support decision-making within the University.

Data Analyst

Tracey Neville
Tel 64 3 479 3491
Fax 64 3 479 8040
Email tracey.neville@otago.ac.nz

Tracey’s role is to act as a central source of University statistical and student enrolment based headcount information (excluding EFTS). She responds to and provides data for one-off requests, regular updates and also completes data sets for various reviews.

Senior Analyst, Planning and Reporting

Dr David Geraghty
Tel 64 3 479 5260
Fax 64 3 479 8040
Email david.geraghty@otago.ac.nz

David takes a lead role in ensuring the University's internal and external non-financial planning and reporting requirements are met; supports the development of University-wide strategy; and undertakes analysis in support of University decision making.