Town Hall – April 25, 2014 Teresa Quinlin, VP Finance & Strategic Planning Katerina Gonzalez,

1. Town Hall – April 25, 2014 Teresa Quinlin, VP Finance & Strategic Planning Katerina Gonzalez, Manager, Planning & Institutional Research

2. President’s Message The new planning process will focus on gathering quality data about our programs and services within a framework that allows us to focus on continuous improvement by: • developing  metrics for evaluating our programs and services • identifying areas of strength for investment and enhancement • highlighting areas and processes requiring improvement Source: Message from Dan Patterson, Oct 9, 2013 https://communications.niagaracollege.ca/content/Home/Info/tabid/2416/EntryId/1968/Message-from-Dan-Patterson-Major-planning-initiatives-and-interim-executive-team-appointments.aspx

3. Website http://insidenc.niagaracollege.ca/content/Default.aspx

4. Steering CommitteeTestimonials

5. Guiding Principleshttp://www.niagaracollege.ca/content/TransformNC/GuidingPrinciples.aspx • Ongoing (not a project) • Builds on the principles of continuous improvement • Linked to the College’s current strategic plan

6. Guiding Principles (cont’d)http://www.niagaracollege.ca/content/TransformNC/GuidingPrinciples.aspx • Transparent • Flexible • Collegial • Comprehensive • Confidential • Demand-driven • Evidence-based • Iterative • Sensitive to workload issues • Appropriately resourced

7. Why and why now?

8. 2014-2015 Budget

9. 2014-2015 Budget - Revenue

10. 2014-2015 Budget - Expenditures

11. Enrolment Growth & Funding Pressures

12. Provincial Advocacy- Grant & Tuition Fee per Student

13. Purpose of Prioritization • After significant enrolment and physical growth– NC has recognized the need to stop and take stock of our programs and services • Resources are limited and future increase in government funding is not realistic (41% vs 53%) • Our landscape is changing and that the status quo isn’t an option if we are to continue to grow and realize our strategic goals.

14. Purpose of Prioritization • Post-secondary education in Ontario is moving towards a model where colleges and universities are more specialized. • Timing is right since NC is in a strong financial position • NC is being proactive in looking at long-term sustainability

15. What happens if we don’t do this? • Space constraints • Financial constraints • Differentiation constraints • Demographic constraints

16. 1. Space Constraints • Except for the specialty labs listed below, there is no new space for classrooms • Culinary • Recreation and fitness facilities • Hairstyling • EMS • Advanced Policing • Options: • Extended day hours/evening classes • Weekend classes • Spring/summer classes • Hybrid/online • Other?

17. 2. Financial Constraints • No new dollars from the government: medium-term funding picture is expected to be flat or declining • Costs are increasing • Options: • Increase revenue/examine costs (e.g., instructional equipment renewal) • Revenue diversification • International students (integrated, contract cohorts, off-shore campuses) • Online/hybrid • Other?

18. 3. Demographic Constraints • Approximately 80% if NC students are traditional college-age • Traditional college-age demographic is declining in the Region • Options: • Increase college participation by local college-age students • Recruit externally from the region (domestic and international) • Increase retention of current students • Target different demographics (programs/delivery modes) • Other?

19. 4. Differentiation Constraints • Future program approvals limited to new programs that are areas of strength for the college: • In the past, local accessibility mandate allowed for duplication of programs across Ontario colleges • Going forward, such duplication will be restricted for new programs proposed

20. 2013-16 Strategic Goals • Prepare students who are world ready and work ready • Increase access and learning pathways • Enhance services for students • Build student engagement and retention • Establish the CFWI as a national centre of excellence • Innovation in applied education through Learning Enterprises

21. 2013-16 Strategic Goals • Infuse innovation and applied research to support transitioning industries • Leadership in regional economic development • Attract, retain and develop a strong team • Leading edge sustainable and accessible learning environments • Fiscal strength and diversification • Strategic enrolment management

22. Process to Date • Dan Patterson / COG: Launch Oct 9, 2013 • Research and Planning Oct-Dec 2013 • COG: Update Nov 13, 2013 • BOG: Update Nov 28, 2013 • Procure online Data Collection Tool Dec 2013 • Procure PricewaterhouseCoopers Dec 2013 • CMT: Update Dec 16, 2013 • Corporate Services: Update Dec 20, 2013

23. Process to Date (cont’d) • Steering Committee (weekly, ongoing) Jan 27, 2014 ++ • COG: Update Feb 12, 2014 • AOC with Chairs: Metrics Mar 5, 2014 • Coordinators Forum: Update Mar 6, 2014 • Consult with Deans Mar 25, 2014 • Advisory College Council (ACC): Update Mar 25, 2014 • Consult with Service Directors Apr 10 & 14, 2014 • Consult with Deans/VPA Apr 15, 2014 • CMT: Update Apr 16, 2014 • Town Hall Meetings (NOTL / WC) Apr 25, 2014

24. Research Findings Algonquin College: • Build on existing data and metrics • Ensure metrics are meaningful • Look at business processes & activities which also include cross-departmental – do not only look at silos. • Challenges with services metrics Dickeson’s “Prioritizing Academic Programs & Services” Higher Education Council: “Data-Driven University”- service metrics defined

25. Research Findings Leveraging expertise of other institutions U Saskatchewan- just released recommendations Laurier U-in progress Regina U- finished Guelph U- finished Red Deer College – service review all qualitative, customer service survey Washington State – Institutional effectiveness tools and templates Brock U – in progress- using Dickeson model Humber- Corporate Services is piloting service metrics Mohawk- program prioritization and lean review for services George Brown- developing service metrics Municipality metrics for services- good format Council of Advancement: Professional Standards for Higher Education Business process review- lean review used by institutions for aligning improvement activities with the strategic direction. Linking critical Service Value Streams with key performance indicators.

26. Customized Model The Steering Committee develops criteria, metrics, and scoring matrix (including consultations with Deans, Directors) Programs and Services are allocated into one of three categories: - Enhance / invest - Maintain - Revise/ reallocate

27. Program Prioritization • Detailed Program Reviews are mandatory (licensing and/or accreditation requirements for some programs). • Done every 6 years for every program • In Year 3 a Program Report is issued • In Year 6 a Program Review Self Study is completed & reviewed by external assessors • Assessors produce an External Report • Continuous Improvement Action Plan is created addressing plans to enhance program quality & student success over the next 3 years (from Self-Study & External Report) • Annual Quality Assurance System Report to BOG • Best Practices are noted in each Self Study

28. Program Prioritization • Program Reviews do not compare programs to other programs. • Program Prioritization Process will compare programs to each other. • E.g. Program Review : contribution margin is at 20%-- is this good? Difficult to assess unless it is compared to other programs.

29. Importance of Program Prioritization • For the first time: • will prioritize programs at the same point in time; • summarize all major recommendations for strategic decision making from the prioritization process • Highlight the implications/risks of not doing the recommendations (i.e. in absence of strategic investment in the program, what will happen?). • Provide strategic program planning (capital, space, resources)

30. Program Prioritization Process • Tier 1 Review: Purpose: prioritize programs into 3 categories: (1) enhance/invest (2) maintain (3) review/revise Objective: utilize the existing metrics to put the programs into the categories and minimize staff time required to do this

31. Program Prioritization Process • Tier 2 Review: Purpose: look at the programs that have been put in the two categories (should be 20% of programs) (1) enhance/invest (2) review/revise Objective: utilize the information from the Program Reviews which will be the basis for the Tier 2 Deep Dive.

32. Program Prioritization Process • Tier 2 Review: Process: Assess Tier 1 results against Program Reviews and Academic Plans. (1) If they are consistent in the results: use Program Reviews with Continuous Improvement Action Plan reports to update recommendations and how will the recommendations be achieved (ie might need to review delivery model to increase CM in order to increase revenue to purchase capital).

33. Program Prioritization Process • Tier 2 Review: Process: Assess Tier 1 results against Program Reviews and Academic Plans. (1) If they arenot consistent in the results: a deep dive into the areas that are not consistent is required. Program Reviews would need to be updated if they are out-dated. Then provide recommendations and how will the recommendations be achieved .

34. Questions / comments on program prioritization?

35. Importance of Service Prioritization • No Service Reviews exist at NC • Very few metrics and benchmarks are used in service areas to assess effectiveness and efficiencies • Practice of operating with base budgets with incremental increases • No assessment of activity streams • We need to become a data-driven college • How do we work smarter with our limited resources?

36. Service Prioritization • Build on our philosophy of Continuous Improvement at NC • Need to assess service satisfaction by users • This has started with the Student Services Integrated Model Review • Best practice for this is Lean Methodology • How do we provide the optimal value in all the touch points of our services while maximizing effectiveness and efficiencies?

37. Service Prioritization Process • Tier 1 Review: Purpose: prioritize service activity streams into 3 categories: (1) enhance/invest (2) maintain (3) review/revise Objective: take stock on what information the service areas currently have and develop metrics for specific activity streams. More work involved than Tier 1 for programs.

38. Service Prioritization

39. Service Prioritization

40. Service Prioritization Process • Tier 2 Review: Purpose: look at the service activity streams that have been put in the two categories (should be 20% of services activity streams) (1) enhance/invest (2) review/revise Objective: Pilot 3 of out the 20 service activity streams for Lean Methodology Review

41. Lean Review Pilot #1 • As part of the Student Services Integrated Planning Model: Lean review has been identified for the Super Help Desk. • PwC will map the future state, optimize processes that will transition to the “Super Help Desk” and estimate quantifiable process improvement opportunities • (Learning Commons, Library Services, Registrar’s office, Student Accounts, IT Solutions, Student Services & Student Recruitment and Info Centre)

42. Questions / comments on services prioritization?

43. Framework • Prioritization exercise (by June 2015) • To build on the principles of continuous improvement (iterative and ongoing)

44. Prioritization Criteria & Metrics Balanced Scorecard

45. Allocations: A few examples Etc.

46. Tentative Timelines Tier 1 Review: • Town Hall meetings Apr 25 • Data collection, pre populate May-Jun 6 • Training for end users Jun 6 • Self-evaluations programs & services (8 weeks) Jun 9 – Jul 31 • Training & checklists for Evaluation Teams First two weeks in Jul • Evaluation Teams validate & consult on Tier 1 Month of August

47. Tentative Timelines (cont’d) Tier 2 Review: • Pilot of lean service review Apr – Jun 30, 2014 • Other two lean service reviews Sep – Mar 31, 2015 • Deeper dive into the data and recommendations Sep – Dec, 2014 • Board of Governors Retreat Discussion Item: Tier 1 Oct 25, 2014 • Steering Committee reviews recommendations Jan 15, 2015 • COG prioritizes recommendations Feb 16, 2015 • Executive Team reviews COG recommendations Feb 28, 2015 • Board of Governors: Report on Tier 2 Jun 2015

48. Feedback FormTransform NC Town Hall MeetingApril 25, 2014 I am (please check only one): ___ Niagara College Administrative Staff ___ Niagara College Faculty ___ Niagara College Support Staff ___ Niagara College Faculty ___ Niagara College Student ___ Interested member of the Niagara community Please provide any comments or questions that you have about the Transform NC process or initiative: You may also submit comments or questions on the Transform NC website at: http://www.niagaracollege.ca/content/TransformNC/QuestionsandComments.aspx If you would like us to contact you, please provide your name and contact information: Name: __________________________________ Tel or E-mail: __________________

49. Thank you!