Balanced Scorecard Update

August 9, 2010Carrie Ahern, Director of Institutional Effectiveness and

Assessment

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

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

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

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

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

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

Implementation Step: Beta test of Declaring Outcomes on BSC

Celebrate! 100% of colleges / units submitted!!

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)

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

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 / collegesFocus 7: Develop new sources of revenue. • 44% of units / colleges

Implement Step: Summary of Focus Areas from BSC

Strategic Focus 1

Strategic Focus 2

Strategic Focus 3

Strategic Focus 4

Strategic Focus 5

Strategic Focus 6

Strategic Focus 7

0

5

10

15

20

25

30

35

40

45

14

2317

8 9 1015

27

40 39

14 1713

20

Number of Units

Number of Outcomes

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: 2.6 Expand the most effective technology, student, and alumni-based recruitment efforts to increase the institution’s student enrollments-- 11 Units and 14 Outcomes

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

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?

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

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

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

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?

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

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?

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.

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Aerial View: 1948

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Aerial View: 2010

Questions?Questions / Discussion