To support the long-term resource commitments of UHR’s five-year objectives, we will follow an annual cycle of strategic planning, outcomes reporting via an annual report, quarterly strategic communications to update the community on our progress, quarterly budget analyses, and ongoing team member performance conversations. This approach will allow UHR to support continuous improvement and advancement of our objectives and purpose.

View a detailed graphic of the annual cycle.

Annual Cycle from Planning to Execution

Launch and Initial Implementation of Five-Year Plan: July - September 2025

The work streams involved in this process are:

• Strategic planning and implementation

• Outcome metrics

• Strategic communications

• Budget planning and monitoring

• Performance and development 

During the first quarter of Fiscal Year 2026 (July - Sept. 2025), UHR will implement objectives and key results (OKR) and individual performance and development plans (PDP) for FY26.

Five-Year Plan Strategy and Implementation: October 2025 - June 2026

In the second quarter of FY26 (Oct. - Dec. 2025), UHR will assess inputs for the next fiscal year.

During the third quarter of FY26 (Jan. - March 2026), UHR will develop the priorities and objectives for the next fiscal year and check-in on the current fiscal year. 

In the last quarter of FY26 (April - June 2026), UHR will finalize and develop department-wide OKRs. Then, teams and individuals will create OKRs for the next fiscal year in alignment with UHR’s OKRs. 

Annual Cycle: Fiscal Year 2027 and Beyond

Beginning in FY27, UHR will follow the annual cycle from planning to execution. 

• Q1 - Implement OKRs and individual Performance and Development Plans for current fiscal year

• Q2 - Assess inputs for next fiscal year

• Q3 - Develop priorities and objectives for next fiscal year and conduct check-ins on priorities and objectives for current fiscal year

• Q4 - Finalize UHR OKRs and develop team objectives for next fiscal year