Balanced Scorecard Update August 9, 2010 Carrie 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 siteFrequently Asked Questions

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

Implement Step: Summary of Focus Areas from BSC

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 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.

23 Aerial View: 1948

24 Aerial View: 2010

Questions? Questions / Discussion