illinois’ strategic plan stig lanesskog, associate provost for strategic planning and assessment
TRANSCRIPT
Illinois’ Strategic Plan
Stig Lanesskog, Associate Provost for Strategic Planning and Assessment
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Illinois’ Strategic Planning Background
Illinois had a history of creating strategic plan documents, with limited implementation focus
The current process was initiated by the University of Illinois President in March 2005
A multi-staged plan development process was instituted (concluded June 30, 2006)
– Stage 1: Creation of an overall strategic planning framework– Stage 2: University-level and related organizational plans– Stage 3: School, College, and Major Administrative Unit plans
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Why Strategic Planning
Helps people create an identity for the near and long term future of the institution
Creates a directional document, to guide while not limit future opportunities
Enables the university to align strategic objectives with financial and human resources
Provides a mechanism to continually review and ensure excellence in all missions of the institution
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Barriers/ Common Responses to Strategic Planning in Higher Education
I don’t see my college/unit in the strategic plan?
If my initiative is not mentioned, is it not important?
What are the “consequences” of not making progress on the metrics?
A corporate/business approach, not applicable to higher education
Responses
Outcome: Strategic plans are created and sit on shelves
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Cycle of Strategic Planning
Articulate vision and
goals
Develop strategic
priorities & assessment processes
Create actions/ milestones and
implement
Assess impact
Institution's values
Environmental trends
The strategic planning process will involve continuous assessment of the institution’s progress towards its goals, considering both changes in the institution’s values and the environment in which it operates
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Strategic Planning Framework
Vision
Values
Goals
Strategic Initiatives
Progress Indicators
“Preeminent Public Research Institution”
Our Commitment The Values that Drive our Goals
5 campus goals
Aligned to the relevant goal
Campus-level College/ unit specific level
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Campus Vision & Goals
Goal I: Leadership for the 21st Century
Goal II: Academic Excellence
Goal III: Breakthrough Knowledge and Innovation
Goal IV: Transformative Learning Environment
Goal V: Access to the Illinois Experience
Preeminent Public Research Institution
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Goal I: Leadership for the 21st Century
Promote intercultural scholarship and learning
Increase and enhance undergraduate research or other creative opportunities
Strengthen honors programs
Expand study-abroad experiences
Increase the capacity for effective communication across cultural and linguistic boundaries
Provide internship, practicum and other experiential learning opportunities
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Goal II: Academic Excellence
Recruit and retain exceptional faculty
Increase the diversity of faculty and staff
Strengthen recruitment of high achieving students, particularly of underrepresented populations
Position the academy to meet 21st century opportunities
Develop interdisciplinary academic programs in emerging areas of scholarship
Increase opportunities for cross-disciplinary doctoral education
Develop professional master’s programs in areas of pressing needs
Maximize our impact by stewarding and enhancing our resources
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Goal III: Breakthrough Knowledge and Innovation
Organize interdisciplinary efforts to understand and improve the human condition in energy, water, food, health – the Land Grant Mission of the 21st Century
Strengthen and diversify the research portfolio
Increase the Illinois presence in Washington
Strengthen our rich ties to Chicago
Partner with the State and the local community
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Goal IV: Transformative Learning Environment
Repair, reprogram and maintain campus facilities at a level consistent with a world class academic enterprise
Increase energy conservation
Build and enhance living/ learning communities
Invest in educational technology
Embrace the diversity of students, faculty and staff to strengthen the learning environment
Enhance public good facilities (e.g., Library, Krannert, etc.)
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Goal V: Access to the Illinois Experience
Increase merit and needs based aid to recruit and retain the most promising students
Increase the diversity of the student population
Increase and excel in distance learning
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Strategic Planning Framework SummaryStrategic Planning Framework SummaryPreeminent Public Research InstitutionVision
Strategic Goals Academic excellence
Leadership for the 21st century
Transformative learning environment
Breakthrough knowledge and innovation
Access to the Illinois experience
Values
• As one campus, achieve comprehensive excellence in the service of Illinois and the nation
Strategic Initiatives
• Demand and reward break-through knowledge creation and learning
• Create educational programs that cultivate innovation, justice, enhance social mobility and quality of life by responding to local, national and global societal needs
• Maximize our impact by carefully stewarding and enhancing the resources entrusted to the institution
• Recruit and retain exceptional faculty
• Increase the diversity of faculty and staff
• Strengthen recruitment of high achieving students, particularly students of underrepresented populations
• Position the academy to meet 21st century opportunities
• Develop interdisciplinary academic programs in emerging areas of scholarship
• Increase opportunities for cross-disciplinary doctoral education
• Develop professional master’s programs in areas of pressing needs
• Maximize our impact by stewarding and enhancing our resources
• Promote intercultural scholarship and learning
• Increase and enhance undergraduate research or creative opportunities
• Strengthen honors programs
• Expand study-abroad experiences
• Increase the capacity for effective communication across cultural and linguistic boundaries
• Provide internship, practicum and other experiential learning opportunities
• Initiate interdisciplinary Organize interdisciplinary efforts to understand and improve the human condition in energy, water, food, health – the Land Grant Mission of the 21st Century
• Strengthen and diversify the research portfolio
• Increase the Illinois presence in Washington
• Strengthen our rich ties to Chicago
• Partner with the State and the local community
• Increase merit and needs based aid to recruit and retain the most promising students
• Increase the diversity of the student population
• Increase and excel in distance learning
• Repair, reprogram and maintain campus facilities at a level consistent with a world class academic enterprise
• Increase energy conservation
• Build and enhance living/ learning communities
• Invest in educational technology
• Embrace the diversity of students, faculty and staff to strengthen the learning environment
• Enhance public good facilities
• # of national academy members or other nationally recognized honorary memberships
• % of underrepresented faculty and staff
• Student quality1
• Student to faculty ratio
• State and tuition budget in constant dollars
• State and tuition budget in constant dollars per student
• State and tuition expenditures per IU
• Instructional units per faculty FTE
• Graduation rate
• Retention rate
• % of students with a global experience
• % of undergraduates with a research experience
• % of students with an internship or practicum experience
• Student placement percentage
• Total sponsored research expenditures by source
• Sponsored research expenditures by per faculty FTE
• Total revenue from licenses/ patents
• Total number of start-ups
• Research Park activity
• Impact on societal needs2
• Total financial aid
• % of student receiving financial aid
• % of under-represented students
• # of distance learning IUs
• % of faculty involved in engagement
• Level of deferred maintenance (FCI)
• Energy consumption
• % of sections with under 20 students
• State and tuition expenditures per student
Progress Indicators
1- may include HS rank and ACT & graduate student indicators 2- may be a qualitative measure, illustrated by examples
• We pursue excellence through the diversity of our students, faculty, and staff
• Embrace and advance our Land Grant mission
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College/ Unit Level Plans
Campus’Strategic
Goals
Academic excellenceLeadership for
the 21st centuryTransformative
learning environmentBreakthrough knowledge
and innovationAccess to the Illinois
experience
• Goal 1College/ Unit Goals
• Goal 2 • Goal 3 • Goal 4 • Goal 5
College/ Unit Metrics
College/ Unit specific metrics aligned to priorities(progress and impact indicators)
Relevant core/ shared metrics(e.g., graduation rates, diversity indicators, etc.)
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Common Framework to Assess Strategic Plan Progress
Goal Metric
What are your unit’s goals and how would you know whether you are making progress towards them?
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Strategic Plan Resources
www.strategicplan.illinois.edu
– The campus strategic plan and progress indicators
– Summary of 30 college/ unit strategic plans
– Listing of each college/unit goals and metrics
– List of strategic plan contacts for each college/unit
Includes:
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Campus’ Strategic Planning/ Budgeting Timeline- Ongoing
DecFebJan Mar Apr May June July Aug Sept Oct Nov
D. Deliver B
OT report o
f stra
tegic plan progress
A. Send stra
tegic measure data to
colleges/units
F. Update “Campus Profile
”
with stra
tegic metric
s data
H. Publish campus’ annual report
Budget discussions
B. Set c
ampus prioriti
es at stra
tegic planning
retreat
Colleges/units report on:• Top 5 priorities• Progress against priorities• Metrics to assess progress• Metric targets for next 3 years
C. Send budget letters to colleges/units
G. Publish budget template and timelines
E. Refine priorities and metric targets (based on budget letters)*
ResponsibilityA. Provost’s officeB. Chancellor, Provost, Vice Chancellors and Full Council of DeansC. Provost’s officeD. Chancellor & Provost’s officeE. Individual colleges/unitsF. Provost’s officeG. Provost’s Office H. Chancellor & Provost’s office
*- As necessary
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Budget Template
Description of goalMetrics based
assessment of progressActions
undertaken/planned
• Assess trends
• Assess likelihood of attaining 3 and 5-year targets
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Metric Definitions and Targets
Metric Definition Source 2009Baseline 2010 2011 2012 2013
Six-year graduation rate
The percentage of freshmen who graduated within six-year period averaged over the classes entering during 1994-2000
DMI 80% 80% 81% 82% 83% 84%
Metric Targets
Illustrative
Frequency
Annual
Distribution
Annual Report
2009 2010 2011 2012 2013
A% B% C% D% E%
Actual Results
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Campus Profile Data
URL: http://www.dmi.uiuc.edu/cp/
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Campus Strategic Indicators
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Unit-Specific Goals, Metrics and Targets
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Metrics Data
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Progress IndicatorsUse of metrics and multi-year targets provides a fact base to assess progress against the goals of your strategic plan
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