Balanced Scorecard Update

1. Balanced Scorecard Update August 9, 2010 Carrie Ahern, Director of Institutional Effectiveness and Assessment

2. Today’s Presentation Strategic Planning and Institutional Effectiveness: Implementation Phase – AQIP Project Version 3.0 PIED Cycle of the Balanced Scorecard: a beta test of the first feature of the BSC -- Declaring Outcomes

3. AQIP Action Project Action Project: Strategic Planning and Institutional Effectiveness (Implementation Phase) Declared on 1/1/08 ; scheduled to be retired on 12/1/09 Institutional Effectiveness Committee (IEC): Champion Updated version submitted to HLC with an extended deadline of 12/ 1/ 2010

4. Action Project: Strategic Planning and Institutional Effectiveness Measuring progress: • Units/ colleges declare outcomes and projects related to the Strategic Plan using the web-based balanced scorecard • Unit-specific reports developed to collect and analyze data related to the benchmarks • Annual reports presented to the Vice President’s Council and other committees documenting the units’ outcomes linked to each strategic focus • Annual budget hearings held in which units link their plans and accomplishments to budget requests

5. Plan Step: Development of Balanced Scorecard • Balanced Scorecard • Consists of modules for declaring outcomes, annual updates and reports • Functionality allows editing, updating, deleting and reporting • Title III funded initial development • Work continued by graduate assistant

6. Plan Step: Development of Balanced Scorecard • University Level • Strategic Initiatives: 7 focus areas • Objectives associated with each focus area • Measures for each objective • Unit / College Level • Outcomes: Aligned with the Strategic Objectives • Projects: Contribute to completion of the outcome

7. Implementation Step: Declaring Outcomes on the BSC Presented the BSC at IEC meetings and to units during staff meetings Each functional unit / college “box” from the Organizational Chart provided with a username and password Developed BSC Frequently Asked Questions for users linked on DSU’s IE site

8. Implementation Step: Beta test of Declaring Outcomes on BSC Celebrate! 100% of colleges / units submitted!!

9. Implementation Step: Declaring Outcomes on BSC Summarize and communicate the information submitted • Functional units aligned with each focus areas • Strategic Objectives “claimed” by functional units • Functional unit’s projects aligned with strategic objectives (reporting function not available)

10. Percent of Units Declaring Outcome(s) Related to Focus Areas Focus 1: Expand current information technology leadership through cutting-edge programs. 41% of units / colleges Focus 2: Optimize on-campus student enrollment and enhance program quality by attracting high-ability students. 68% of units/ colleges Focus 3: Increase student retention and graduation by providing an exceptional student experience. 50% of units / colleges

11. Percent of Units Declaring Outcome(s) Related to Focus Areas Focus 4: Advance DSU's emphasis on applied research. 23% of units/ colleges Focus 5: Extend DSU's educational outreach through online and alternative-location delivery. 26% of units / colleges Focus 6: Promote increased visibility and recognition of the University. 29% of units / colleges Focus 7: Develop new sources of revenue. 44% of units / colleges

12. Implement Step: Summary of Focus Areas from BSC

13. Strategic Objectives with 6 or more units contributing Objective: 1.5 Expand use of IT: increase data-driven decisions -- 7 Units and 12 Outcomes Objective: 2.1 Provide high-quality and mission-focused undergraduate and graduate academic programs that appeal to high-ability students-- 6 Units and 7 Outcomes Objective: 2.5 Continually improve www.dsu.edu as a state-of-the-art, user-friendly website– 9 Units and 11 Outcomes Objective: 2.6Expandthe most effective technology, student, and alumni-based recruitment efforts to increase the institution’s student enrollments-- 11 Units and 14 Outcomes

14. Strategic Objectives with 6 or more units contributing Objective: 3.1 Increase student engagement through an enhanced system of interlocking programs to support first-year students. 9 Units and 12 Outcomes Objective: 3.2 Improve campus life with an expanded menu of meaningful and more diverse academic, cultural, and student life events-- 12 Units and 22 Outcomes Objective: 6.2 Expand public exposure to student and faculty successes in academic, athletic, and public service activities-- 6 Units and 7 Outcomes

15. Evaluate: Strategic Plan using BSC Declaration Function • Any objectives with no activities aligned with them (no or few units working on them!)? • Unit outcomes aligned with active AQIP projects? Did someone claim them? • Identify next set of AQIP projects? • Double dipping: unit outcomes aligned with retention projects, for example? • Any obvious holes that need to be addressed?

16. Evaluate: Strategic Plan using BSC Declaration Function Objective 1.3:Integrate informatics into all current degree programs and develop new informatics-based degree: 1 Unit and 1 outcome Objective 2.3: Attract additional out-of-state high school students, especially those in northern states such as Wisconsin and Illinois. 1 Unit and 1 outcome Objective 2.4: Target high school students who graduate from 1:1 mobile computing (tablet) high schools. No units Objective 3.3: Enhance athletic programs by full adoption of the NAIA Champions of Character program. 1 Unit and 1 Outcome

17. Evaluate: Strategic Plan using BSC Declaration Function Objective 3.5: Increase enrollment in DSU Honors Program 1 unit and 1 outcome Objective 3.6: Develop student-led, green campus initiatives. No units Objective 3.7: Provide curriculum that engages the student in global awareness and increased opportunities for students to study abroad. 1 Unit and 1 outcome Objective 4.2: Develop the Doctor of Science degree program in Information Systems into a leading, nationally recognized program. Objective 4.3: Recruit and retain a cohort of research faculty 1 unit and 1 outcome

18. Evaluate: Strategic Plan using BSC Declaration Function Objective:: 5.4: Advocate changes in the university funding model to better compensate DSU for its distance offerings and to allow expansion of new offerings. No units Objective 6.3: Increase levels of student participation and visibility in national and regional scholarship competitions 1 Unit and 1 outcome Objective 7.4: Obtain funding to support facilities and campus infrastructure improvements. 1 Unit and 1 outcome

19. Evaluate: Strategic Plan using BSC Declaration Function • Current functionality within BSC cannot provide this information • What’s overall progress to date on strategic plan objectives? • Are unit measures aligned with strategic plan objective measures? • What’s the level of collaboration between units?

20. Evaluate: Balanced Scorecard • Should improvements be made to the declaration function of BSC, based on user feedback? • Functionality to the Add / Edit Outcome -- change dates of outcomes and edit outcomes • Develop reports for VP Council and users • Develop downloadable data files for users • Set time frame for declarations

21. Decide: Balanced Scorecard • Institutionalize: Move to next phase of BSC (improving Declaration Function, activating other features) ? • Restart PIED: Another tool? OR • Discontinue: BSC tool not needed?

22. Decide: Balanced Scorecard If we institutionalize BSC, we will need volunteers / task force to work on next phase, using PIED cycle • Improve Declaration Function • Add Reporting Function so units can provide annual updates on progress, sort projects by status, etc. • Develop time frames for declaration, reporting, etc.

23. Aerial View: 1948

24. Aerial View: 2010

25. Questions / Discussion Questions?