Integrating Strategic Planning with Assessment

1. Integrating Strategic Planning with Assessment 2012 West Texas Assessment Conference Dr. Karen Shumway Associate Dean, College of Business

2. Agenda Challenges of Assessment and Strategic Planning Establishing An Integrated Perspective Strategic Planning and Assessment Roadmap

3. The “Old” Way of Doing Planning & Assessment • Manual input and extraction of information • Departmental level choices of tracking and reporting formats Prior Challenges With Old System • Information difficult to locate and/or extract for relevant and timely use • Strategic planning either ad hoc or absent

4. THE PROBLEMS OF ASSESSMENT ? ? ? Roam, Dan (2009). The Back of the Napkin

5. THE PROBLEMS OF ASSESSMENT • ? ? ? Roam, Dan (2009). The Back of the Napkin

6. The Journey Begins With Planning… “If you don’t care where you are going, it doesn’t matter which road you take”

7. Institutional Leadership, Academic Leadership, Deans, Department Heads (Banta, Jones, & Black, 2009) Prior Vision Departments Assessment Practices Individuals Establishing An Integrated Perspective Integrated Processes Integrated Mindset for Planning and Assessment The New Vision “…untapped quality improvements” Integrated Information Integrated Technology Toolsets Synergy Departmental & College Technology Tools Colleges Pockets of Shared Practices Sharing Ideas & Integrated Practices Integration of People, Process, & Technology

8. Vision for University/College & Programs Establishing An Integrated Perspective… • Integrated Approach At All Levels For • Planning • Budgeting • Assessment • Accreditation • Alignment with University Master Goals & Strategic Direction (Banta, Jones & Black, 2009) • Assessment Process & Structure Needs To Facilitate: • Student Learning and Engagement • Comprehensive Student Advising & Retention Efforts

9. Changing Landscape of Higher Education Focus on Globalization Increased Emphasis on Accountability Increased Emphasis on Transparency Processes must be focused on Quality and Continuous Improvement Changing Pressures and Incentives Campus Realization that we all succeed or we all fail! How did we get here?

10. Sustainable Integrated System Strategic Planning and Outcomes Assessment SustainableProcesses Data Gathering Tools Strategic Planning Tools Project Management Tools Strategic Strategic Planning Budgeting Assessment • Student Learning and Engagement • Comprehensive Student Advising & Retention Efforts Program and Project Management & Tracking Tactical

11. Quality Enhancement Plan Identify Technology Accelerators (Collins, 2001) To Vision Define the Objectives with Measurements of Success External Environmental Pressures Build Identify Disciplined People (Collins, 2001) Define the Mission Discipline Our Actions (Collins, 2001) Begin the Journey Discipline Our Thoughts (Collins, 2001) Plan for Organizational Change Define the Project Management Approach Define Assurance of Learning and Planning Assumptions Strategic Planning and Assessment Roadmap

12. Quality Enhancement Plan Identify Technology Accelerators (Collins, 2001) To Vision Define the Objectives with Measurements of Success External Environmental Pressures Build We are Here Identify Disciplined People (Collins, 2001) Define the Mission Discipline Our Actions (Collins, 2001) Begin the Journey Discipline Our Thoughts (Collins, 2001) Plan for Organizational Change Define the Project Management Approach Define Assurance of Learning and Planning Assumptions Road Map to New Vision Integrated Continuous Improvement Processes Fully Deployed Planning Continuous Improvement Cycle – Year 2 Roadmap Continuous Improvement Cycle – Year 1 Planning Roadmap

13. Support for Master Goals and Strategic Directions • Formative and summative assessment of student’s total educational experience through program learning goals and effectiveness and efficiency goals. • Sustainable technology solutions to support both direct and indirect assessment measures as well as continuous improvement. • Assessment results subjected to continuous improvement strategies, potentially including use of external partnerships such as advisory councils and accrediting bodies.

14. Support for Master Goals and Strategic Directions • Assessment data management system designed to improve student advisement, success and retention, particularly in the first two years through formative assessment. • Program enhancement through continuous review and improvement of curricula across departmental and college structures. • Link University Learning Goals to college, program, and course learning objectives through a cascading matrix structure that supports students’ intellectual growth.

15. Session Reference List Banta, T.W., Jones, E.A. & Black, K.E. (2009). Designing Effective Assessment: Principles and Profiles of Good Practice. Jossey-Bass: San Francisco. Collins, J. (2001). Good to Great: Why Some Companies Make the Leap and Others Don’t. HarperBusiness: New York. Roam, D. (2009). The Back of the Napkin: Solving Problems and Selling Ideas with Pictures. Penguin Group: New York. U.S. Department of Education (2006). A Test of Leadership: Charting the Future of U.S. Higher Education. Report of the Commission Appointed by Secretary of Education Margaret Spellings, Washington, DC: Author. Available at http://www.ed.gov/about/bdscomm/list/hiedfuture/reports/final-report.pdf