Managing IR Behind the Scenes at Fresno State, OR Managing the “Game of Change” Dr. Angel A. Sanchez Associate Vice President, Office of Institutional Effectiveness | California state university, fresno OCTOBER 2014

Managing Behind the Scenes Building Relationships Building Capacity Building collaboration, reaching out Building client centered services Building the future together

Fresno State: The Backdrop 24,400+ students, serving the vast Central California San Joaquin Valley. 17,000 square miles of service region. 80% of students from the 8-county San Joaquin Valley Region. Overwhelming number are underrepresented students (HSI, AANAPISI). 23,000+ students, serving the vast Central California San Joaquin Valley. 27,000 square miles service region Almost as large geographically as the states of Massachusetts, Connecticut, and New Jersey combined 80% of students from the 8-county San Joaquin Valley Region. Population growth, demographic change, cultural diversity significant. The overwhelming number are underserved students. Hispanic-Serving Institution (HSI) and one of the largest within the California State University (CSU) system Asian American Native American Pacific Islander Serving Institution (AANAPISI).

Game Plan. What I want. A university culture embracing the data-driven decision making model. To bring down, reduce, or eliminate silos. (oh how some love their silos!) Hire additional staff. To continue to hire student research assistants. Enable research analysts to participate in committees, and look for opportunities to get in front of leaders and decision makers. OIE to regularly evaluate itself as well as assess what’s going on. A client-centered, service-oriented office, and collaboration.

Managing the “Game of Change” Game changer: University-wide Tableau dashboards for clients. OIE added dashboard services to its menu of services. Transformed the data use environment to self-service of data needs. (OIE training support) Improved work life of staff with interactive dashboards. Dashboard and self-service idea caught on quickly, and still growing.

Building the future is continuous effort OIE Faculty Fellows Tableau Power Users NVivo for qualitative research, content analysis CSU Collaboration, reaching out (CSU is a system, so let’s behave like one) Relationship-building with “feeder” public schools and community colleges.

Results so far? Staff “own” their data, become better employees. Clients begin to offer great ideas and solving other problems! Enables collaboration with other offices and data experts. Helps to bring down the “silo” environment. Relationships and communications improve. Collective imagination grows. Relationships with CSU campuses and local schools improving. Presenting solutions “visually” through dashboards were prepared via Tableau Desktop Professional. This was a low cost entry point to test out solutions. One-on-ones included the college deans (Fresno State has eight colleges, plus dean of library, dean of undergraduate studies, dean of graduate studies, and dean of extended education), and middle-management directors, associate directions, and lead staff coordinators. Key Messaging: Goals to: Empower staff with interactive dashboards for planning and decision-making. improve the daily lives of staff who’s job requires data and decision-making. Transform environment from pre-packaged menu data, ad hoc reports, or look up tables, to staff self-serving their needs via dashboards. Necessary for quality improvement and institutional effectiveness Data visualization concept and imagination caught on quickly. Result was installation of university-wide Tableau Server platform. Dashboard development for internal campus use. Dashboard development for external public use.

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