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2021-22 Planning Year
UVU Unit Strategic Planning Process
Org
an
izatio
nal
Ex
ce
llen
ce
Mission
Objectives
Assessment
Indicators
Operationalize: What does the
mission look like in practice?
Evaluate: Are we
achieving our objectives?
Respond: What do these
say about success?
Key
Findings
Mis
sio
n F
ulf
illm
en
t a
nd
Org
an
iza
tio
na
l E
xc
ell
en
ce
Student
Learning
Productivity
Quality
Improvement
Act: How do
we improve?
As
se
ss
me
nts
Anything your
organization does to
evaluate the extent to
which you are achieving
organizational excellence
and will continue to do
so—from the distant past
through the foreseeable
future—can contribute to
your assessment.
Key Performance
Indicators
SWOT Analysis
Informal and Ad
Hoc Assessments
Learning Outcomes
CQE
Program Assessment Summary
All academic programs have associated program learning outcomes that should be
assessed annually.
Copy and paste the Overall Summary for each program from the Program Learning Outcomes
Assessment Summary.
• How do we budget to improve how we understand, deploy, and measure the impact of our resources?
Co
mp
leti
on
, Q
ua
lity
,a
nd
Eff
icie
nc
y
• How do we reinvent PBA? Can we focus resources on a few big ideas to make UVU more effective and relevant?
Solution: Align completion and quality-
related metrics with our financial
measures to improve performance,
transparency, resource allocation/
reallocation, and accountability.
Headcount, FTE
Activity that should change if
successful
Quality of
Graduates
Efficiency/
Enrollment
Employment Status, Employment
in Relation to Degree
CompletionOutcome Measures, Completions,
Retention Rate
Efficiency/
Productivity
FT Instructional Credit Hours,
Student Credit Hours per FT Faculty,
Adjunct Sections Taught
Efficiency/
Cost
Cost per FTE,
Instructional Expenditures
CQ
E M
etr
ics
CQ
E D
ata
https://www.uvu.edu/ir/performance-indicators/completion_quality_efficiency/index.html
Quality of
Graduates
Efficiency/
Enrollment
CompletionPrepare a brief
narrative responding
to the data in each of
the CQE categories.
• Contextual data is
encouraged but
respond first to the
data presented.Efficiency/
Productivity
Efficiency/
Cost
CQ
E E
va
lua
tio
n
Student
LearningProductivity
Mission
Fulfillment
Primary
FindingsSy
nth
es
ize
As
se
ss
me
nt
Da
ta
Describe the current overall state of organizational excellence based on the assessment data.
• Identify a small number of major successes, opportunities, or challenges for organizational excellence based on the assessment of unit objectives, student learning, and CQE indicators.
• Describe the basis of these in the available data and other information as well as their effects on organizational excellence.
Pri
ma
ry F
ind
ing
s
Qu
ali
ty I
mp
rov
em
en
t In
itia
tiv
es
Major, multi-year projects or initiatives that will lead
to substantial improvement in mission fulfillment in
the existing or anticipated operating environment.
Integrate several related
areas of operations
across objectives
One to three at any time
Driven by problem with
several actions
Developed in response
to assessment findings
Not annual work plans
or routine activities
Four-year (ish)
timeframe
Evaluate resource needs based in part on projected impact to key metrics and ability to reallocate existing resources.
• Ensure activities and cost align with the desired level of service, support, and compliance needs.
• Refocus resources (time, space, expenditures) to where they are needed today.
Zero
-Based
Min
ds
et
Re
vie
w C
urr
en
t R
es
ou
rce
s t
o I
de
nti
fy
Re
all
oc
ati
on
Po
ten
tia
lNon-Appropriated
Budget
Expenditures
Appropriated
Budget
Employees
Provide:
• Current Year
• Previous Year
• Five Years Prior
Efficiencies and reallocations can be used to offset the cost of PBA requests.
All PBA requests must be linked to
•A university action commitment objective
and
•A unit quality improvement focus.
Planning Documents Strategic Plan
Form and
Supporting
Documents
Use blank template for new strategic plans or
update previous forms. (MS Word)
• Available at https://uvu.edu/upe/
planning/strategic.html
• Managed in Box (http://uvu.box.com)
using normal UVU login credentials.
• Unit leaders have full control over access.
Online ReportSummary document for institutional
reporting and analysis. (Online form)
PB
A T
ime
lin
e
•Da
State of the University
Institutional and DivisionalPlanning and Assessment
PBA Conversations
Legislative Outcomes and Tuition Setting
Trustees Approve Operating Budget
PBA Outcomes Announced
Development, Prioritization and Submission of College/School and Divisional PBA Resource Requests
Critical/time-sensitive allocation decisions
One-time and critical on-going (limited) allocation decisions
Budget Requests Completed OCT. 8
Jan
Feb
Mar
Apr
May
JunJul
Aug
Sept
Oct
Nov
Dec
PBAUnit Strategic Plans DueSEPT. 24
Planning and Assessment Support
Strategic Planning Consulting: Jeff Johnson
Director
[email protected] | (801) 863-8993
Strategic Planning Support: Amanda Cooke
Planning and Assessment Coordinator
[email protected] | (801) 863-5953