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Gauging the Impact of Research Universities

Gauging the Impact of Research Universities . Developing an Integrated Strategic Framework and Process for the Berkeley campus that links to resource allocation decisions and performance based metrics Louise Davidson Project Lead – Strategic Management and Metrics ljdavidson@berkeley.edu.

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Gauging the Impact of Research Universities

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  1. Gauging the Impact of Research Universities Developing an Integrated Strategic Framework and Process for the Berkeley campus that links to resource allocation decisions and performance based metrics Louise Davidson Project Lead – Strategic Management and Metrics ljdavidson@berkeley.edu

  2. Agenda Introduction • Why now? • How should we think about strategic planning? • What do we have in place? What are the gaps? • What does this mean for Berkeley? • What are some examples of what we could do next?

  3. Why Now? Introduction The environment has changed State Support Research Philanthropy* Tuition Research Philanthropy* Tuition State Support

  4. Why Now? Donors, Faculty, & Legislators are demanding more… Introduction …while students and families are contributing more.

  5. Thinking about Strategic Planning Our focus is to drive dynamic planning and resource allocation at both campus and divisional/unit levels to ensure we collectively achieve our desired results… Financial Model Campus Level 2 Year Goals CAMPUS RESOURCE PLANNING CAMPUS STRATEGY PERFORMANCE MONITORING Dilemma Analyses 4 CalAnswers Budget Reform/ CalPlanning Divisional Strategy Plans & Budgets Implementation Management and “Actions” Division Level Plans Divisional Plans 2 5 Strategy & Metrics Pilots Metrics & Reporting Division Specific Common Metrics

  6. What does this mean for Berkeley? As part of helping develop the approaches, we have been working with five pilot units… Pilot Examples Campus Level Campus Level Division Level Pilots Academic Campus Support Other Academic GSPP Graduate Division Student Affairs VCAF Haas Research Pilot not in initial scope $10.7M $99.5M $105M $312M* = $881M $354M * FY2013-2014 Operating Budgets

  7. Divisional Level Our support is focused around the “3 gears” of the Strategic Framework… Pilot Examples Division Level Pilots Unit Strategies Unit Monitoring Unit Plans Methods/Supporting Tools Strategy Module Plans Modules Performance Module Actions Results Chain Are we allocating resources and making trade-offs to meet our objectives? How well are we performing against agreed upon performance metrics? Are we focusing on the right priorities? What actions are needed to stay on track? Unit Strategy Codification Leveraging UCB Systems of Record

  8. Supporting Units to focus on outcomesThe “Logic Model” (W.K. Kellogg) facilitates aligning strategic objectives with activities and metrics. “What gets measured, gets done.” Strategic Objectives

  9. Graduate Division - “ Results Chain” Appropriate, high level metrics are identified that help the unit track strategic progress… Pilot Examples • Goal 3 • Faculty/Staff Service Evaluation • Student Service Evaluation • Student to Staff Ratio • Goal 2 • Admit Rate & Yield • Doctoral • Masters • Professional • Time to Degree (elapsed time) • Doctoral • Masters • Professional • Doctoral Net Stipend • Overall Doctoral Placement Rate • Academic Doctoral Placement Rate • Goal 1 • Doctoral Net Stipend • Annual Loan Debt • Doctoral • Masters • Professional

  10. Graduate Division – Strategy Module An example of an emerging Graduate Division Strategy Module… Pilot Examples 4. “Common” & Unit-Specific Metrics 3. Link to Campus Goals 1. Graduate Division Goals 2. Metrics Aligned to Goals 5. Latest Results Note: Latest, Prior, and Baseline data provided by Graduate Division. Target and R/A/G color rating remain illustrative.

  11. Resource Allocation Are we allocating resources and making trade-offs? Illustrative Example Pilot Examples

  12. Monitoring - Common Metrics A set of common metrics has resulted from pilot work and functional feedback ... Campus level Data relevant to a unit can be sourced from CalAnswers or CalPlanning INITIAL DRAFT; FURTHER PRIORITIZATION IN PROCESS

  13. Monitoring - Campus Level Dashboard …Providing a potential framework for leaders to communicate achievements, set goals and targets, and clarify priorities. Campus level 1 2 4 5 6 3 Academic Excellence Student Success Equity & Inclusion Sustainable Funding World Class Operations Research Leadership • Service Satisfaction • Facilities Utilization • Recognition & Rankings • Quality of Teaching • Employment/ Placement • Alumni Engagement • Research Outcomes • Partnerships • Diversity Profile • Fundraising Goals • Operating Profit/Deficit • Revenue Growth Outcomes & Impact Campus Dashboard Work Programs & Efficiency • Program Outputs • Instructional Productivity • Student Experience • Student Services • Research Programs & Productivity • Service Outputs • Service Cost-Efficiency • Expense Management • Resource Collaboration • Diversity Plan Implementation • Faculty Ladder & Composition • Faculty/GSI Satisfaction • Governing Board Needs • Community Engagement • External/Partner Engagement • Campus Climate Survey • Staff Satisfaction & Engagement Resources/ Stakeholders • Student Composition • Student Satisfaction • Financial Aid • Cost of Attendance • Funding Sources • Staff Compensation • Capital Works • Faculty Compensation • Remuneration & Rewards • Financial Risk Management Resources/ Financials Example Common Metrics

  14. Use this slide for the pop ups.. Monitoring – Campus Level Dashboard …Providing a framework for leaders to communicate achievements, set goals and targets, and clarify priorities. Pilot Examples 1 2 4 5 6 3 Academic Excellence Student Success Equity & Inclusion Sustainable Funding World Class Operations Research Leadership • Service Satisfaction • Facilities Utilization • Recognition & Rankings • Quality of Teaching • Employment/ Placement • Alumni Engagement • Research Outcomes • Partnerships • Diversity Profile • Fundraising Goals • Operating Profit/Deficit • Revenue Growth Outcomes & Impact Campus Dashboard Work Programs & Efficiency • Program Outputs • Instructional Productivity • Student Experience • Student Services • Research Programs & Productivity • Service Outputs • Service Cost-Efficiency • Expense Management • Resource Collaboration • Diversity Plan Implementation • Faculty Ladder & Composition • Faculty/GSI Satisfaction • Governing Board Needs • Community Engagement • External/Partner Engagement • Campus Climate Survey • Staff Satisfaction & Engagement Resources/ Stakeholders • Student Composition • Student Satisfaction • Financial Aid • Cost of Attendance • Funding Sources • Staff Compensation • Capital Works • Faculty Compensation • Remuneration & Rewards • Financial Risk Management Resources/ Financials Example Common Metrics Metrics with Targets & Thresholds to allow us to monitor progress

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