Transcript Main Title - University of Illinois at Urbana–Champaign

Illinois’ Strategic Plan
Stig Lanesskog, Associate Provost for Strategic Planning and Assessment
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
A corporate/business approach, not applicable to higher
education
Responses
 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?
Outcome: Strategic plans are created and sit
on shelves
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Cycle of Strategic Planning
Institution's
values
Articulate
vision and
goals
Assess
impact
Environmental
trends
Develop
strategic
priorities &
assessment
processes
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
Create actions/
milestones and
implement
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Strategic Planning Framework
Vision
Values
Goals
“Preeminent Public Research Institution”

Our Commitment
 The Values that Drive our Goals
5 campus goals
Strategic Initiatives
Aligned to the relevant goal
Progress Indicators


Campus-level
College/ unit specific level
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Campus Vision & Goals
Preeminent Public Research Institution
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
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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 Summary
Preeminent Public Research Institution
Vision
• Embrace and advance our Land
Grant mission
• Demand and reward break• Create educational programs
through knowledge creation and
that cultivate innovation, justice,
learning
enhance social mobility and
• We pursue excellence through the
quality of life by responding to
•
As one campus, achieve
diversity of our students, faculty, and
local, national and global
comprehensive excellence in the
staff
societal needs
service of Illinois and the nation
Values
Strategic
Goals
Leadership for
the 21st century
•
•
Strategic
Initiatives
•
•
•
•
Progress
Indicators
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
• 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
Academic excellence
•
•
•
•
•
•
•
•
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 crossdisciplinary doctoral education
Develop professional master’s programs
in areas of pressing needs
Maximize our impact by stewarding and
enhancing our resources
• # 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
Breakthrough knowledge
and innovation
• Maximize our impact by
carefully stewarding and
enhancing the resources
entrusted to the institution
Transformative
learning environment
Access to the Illinois
experience
• Initiate interdisciplinary
• Repair, reprogram and maintain
• Increase merit and
Organize interdisciplinary
campus facilities at a level
needs based aid to
efforts to understand and
consistent with a world class
recruit and retain the
improve the human condition in
academic enterprise
most promising
energy, water, food, health – the • Increase energy conservation
students
Land Grant Mission of the 21st
• Build and enhance living/ learning
Century
•
Increase the diversity
communities
• Strengthen and diversify the
of the student
• Invest in educational technology
research portfolio
population
• Embrace the diversity of
• Increase the Illinois presence in
• Increase and excel in
students, faculty and staff to
Washington
distance learning
strengthen the learning
• Strengthen our rich ties to
environment
Chicago
• Enhance public good facilities
• Partner with the State and the
local community
• 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
• Level of deferred
maintenance (FCI)
• Energy consumption
• % of sections with
under 20 students
• State and tuition
expenditures per
student
• Total financial aid
• % of student receiving
financial aid
• % of under-represented
students
• # of distance learning
IUs
• % of faculty involved in
engagement
1-
may include HS rank and ACT & graduate student
indicators
2- may be a qualitative measure, illustrated by examples
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College/ Unit Level Plans
Campus’
Strategic
Goals
College/ Unit
Goals
College/ Unit
Metrics
Leadership for
the 21st century
• Goal 1
Academic excellence
• Goal 2
Breakthrough knowledge
and innovation
• Goal 3
Transformative
learning environment
• Goal 4
Access to the Illinois
experience
• Goal 5
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
What are your unit’s goals and how would you know whether you are
making progress towards them?
Goal
Metric
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Strategic Plan Resources
www.strategicplan.illinois.edu
Includes:
– 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
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Campus’ Strategic Planning/ Budgeting Timeline- Ongoing
Jan
Feb
Mar
Apr
Budget discussions
Colleges/units report on:
• Top 5 priorities
• Progress against priorities
• Metrics to assess progress
• Metric targets for next 3 years
May
June
C. Send budget letters
to colleges/units
Responsibility
A.
B.
C.
D.
E.
F.
G.
H.
July
Provost’s office
Chancellor, Provost, Vice Chancellors and Full Council of Deans
Provost’s office
Chancellor & Provost’s office
Individual colleges/units
Provost’s office
Provost’s Office
Chancellor & Provost’s office
Aug
Sept
Oct
Nov
Dec
E. Refine priorities and
metric targets (based
on budget letters)*
G. Publish
budget
template and
timelines
H. Publish
campus’
annual
report
*- As necessary
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Budget Template
Description of goal
Metrics based
assessment of progress
Actions
undertaken/planned
• Assess trends
• Assess likelihood of
attaining 3 and 5-year
targets
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Metric Definitions and Targets
Metric Targets
Metric
Six-year
graduation rate
Definition
The percentage of
freshmen who
graduated within
six-year period
averaged over the
classes entering
during 1994-2000
Source
Baseline
2009
2010
2011
2012
2013
DMI
80%
80%
81%
82%
83%
84%
Frequency
Annual
Distribution
Annual Report
Actual Results
2009
2010
2011
2012
2013
A%
B%
C%
D%
E%
Illustrative
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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 Indicators
Use of metrics and multi-year targets provides a fact base to assess
progress against the goals of your strategic plan
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