The New Performance Agreement Model June 13, 2012 KBOR Data Conference

Performance Agreements  In 1999, the Kansas legislature adopted d  Statute established performance agreements for public higher education institutions

Performance Agreements Statute gave Regents authority to:  review and approve agreements  provide technical assistance to institutions to develop, implement & revise agreements  annually determine the amount of new state funds awarded (if new state funds are allocated by the Legislature)

Foresight 2020  In 2010, the Kansas Board of Regents adopted Foresight 2020  Ten year strategic plan  Plan sets achievement goals that are measurable, reportable, and ensures the state’s higher education system meets Kansans’ expectations

Foresight 2020 Goals  Align Systems and Institutions  Increase Participation  Improve Retention and Graduation Rates  Enhance Student Success  Align with Kansas Workforce Needs  Ensure State University Excellence

Aligning Performance Agreements and Foresight 2020  In February of 2012, the Regents adopted a new model that aligns performance agreements with Foresight 2020

Performance Agreement Model

Misconceptions About New Model  Performance agreement reporting IS NOT Foresight 2020 reporting  Institutions, not Regents, choose indicators and set targets

Model for Community Colleges and Technical Colleges  Four sector-specific indicators  Three institution-specific indicators

Model for Community Colleges & Technical Colleges Sector-Specific Indicators were chosen by the community and technical colleges  1. Increase Distance Education  2. Increase Completion/Transfer  3. Increase Success in Initial College- level Writing Course  4. Increase STEM Completion/Transfer

Model for Community Colleges & Technical Colleges Institution-Specific Indicators  develop three indicators specific to the institution and which support Foresight 2020

Model for Universities  Sector-specific indicators (two required, third is optional)  Five institution-specific indicators (required)

Model for Universities Sector-Specific Indicators were chosen by the universities  1. Increase Student Success/Student Learning  2. Increase Diversity  3. Increase Research/Entrepreneurship/ Commercialization  4. Increase STEM Graduates

Model for Universities Sector-Specific Indicators  Institutions will have two or three sector- specific indicators  Include at least one, and up to two, indicators chosen from Indicators 1, 2 or 3  Indicator 4 is required

Model for Universities Institution-Specific Indicators  Universities required to develop five indicators specific to the institution and which support Foresight 2020  one of the five indicators must address Foresight 2020 Goal 6

Getting Started  Use a team approach to draft agreement  Though one person often writes the agreement, input about the indicators should be broad-based  Create buy-in across campus  Tailor indicators to fit institutional mission and purpose

Performance Agreement Form for Community and Technical Colleges

Two Year Institution Name Here Performance Agreement Contact Person: Phone and Date: 2 Yr Institution Name Here Foresight Goals 3yr History Outcome TargetActualTargetActualTargetActual insert distance education indicator here insert transfer/completion indicator here insert college level writing indicator here insert STEM indicator here insert institutional indicator here insert institutional indicator here insert institutional indicator here **Once form is completed, it must fit on one page***

Using Form  At top of the form, fill out institution name, contact person, contact name and and date  Place cursor inside each gray box and begin typing  Indicators should be objective, quantifiable, and measurable

Using Form  Indicator 1 Increasing distance education  Choose a specific distance education indicator for institution  Indicate which Foresight 2020 goal or goals this indicator supports

Using Form  Fill out the three-year history section – include numerator and denominator if history is expressed as a percent  If there is not a history, put N/A

Using Form  Fill out targets for 2013, 2014 and 2015  Include numerator and denominator if targets are expressed as a percent  Targets should be expressed in a percentage or numerical form  Outcome section is for reporting on performance so will be blank

Using Form  Indicators involving students may be disaggregate by sub-population  Make sure chosen population is not too small  Institutions may disaggregate other indicators as appropriate  Follow the same process for the remaining sector-specific indicators

Using Form  Indicator 2 Increase Completion/Transfer Institution selects population or sub-population to measure Institution decides whether to measure completion, transfer, or both

Using Form  Indicator 3 Increase Success in Initial College-Level Writing Institution selects population or sub-population to measure Institution selects measurement instrument and/or method

Using Form  Indicator 4 Increase STEM Completion/ Transfer Institution determines how to define STEM and what programs to include Institution selects population or sub-population to measure Institution decides whether to measure completion, transfer, or both

Using Form  Indicators 5, 6 and 7  The three institution-specific indicators should support Foresight 2020  Indicators should support institution’s mission in addition to supporting Foresight 2020

Performance Agreement Form for Universities

University Name Here Performance Agreement Contact Person: Phone and Date: University Name Here Foresigh t Goals 3yr History Outcome TargetActualTargetActualTargetActual insert required sector-specific indicator here insert optional sector-specific indicator here if chosen; leave blank otherwise insert required Increasing STEM graduates sector- specific indicator here insert institution-specific indicator here; it must support Foresight 2020 Goal 6 6 insert institution-specific indicator here insert institution-specific indicator here insert institution-specific indicator here insert institution-specific indicator here **Once form is completed it must fit on one page***

Using Form  At top of the form fill out institution name, contact person, contact name and and date  Place cursor inside each gray box and begin typing  Indicators should be objective, quantifiable, and measurable

Using Form  Indicator 1 (required)  Indicator must address the topic of student success/learning, diversity or research/ commercialization/entrepreneurship  Within that framework, institution selects population, sub-population, program, topic or area, (etc.) to measure

Using Form  Indicate which Foresight 2020 goal or goals this indicator supports  Fill out the three-year history section – include numerator and denominator if history is expressed as a percent  If there is not a history, put N/A

Using Form  Fill out targets for 2013, 2014 and 2015  Include numerator and denominator if targets are expressed as a percent  Targets should be expressed in a percentage or numerical form  Outcome section is for reporting on performance so will be blank

Using Form  Indicators involving students may be disaggregate by sub-population  Make sure chosen population is not too small  Institutions may disaggregate other indicators as appropriate  Follow the same process for the remaining indicators

Using Form  Indicator 2 is optional  If selected, indicator must address topic of student success/learning, diversity or research/commercialization/ entrepreneurship  Topic chosen must differ from the topic chosen in Indicator 1

Using Form  If an institution does not choose indicator 2, Board staff will delete this section and renumber the indicators once the draft agreement is submitted

Using Form  Indicator 3 Increase STEM Graduates Institution determines how to define STEM and what programs to include Institution selects population or sub-population to measure Indicator is required

Using Form  Indicator 4 is institution specific, but must address Foresight 2020 Goal 6  Indicators should support institution’s mission in addition to supporting Foresight 2020 Goal 6  Indicator is required

Using Form  Indicators 5, 6 7 and 8 are institution- specific  Indicators are required  They should support Foresight 2020  Indicators should also support institution’s mission

Developing Narrative

Using Narrative Template  Keep audience in mind Regents Trustees (technical & community colleges) Legislators Campus community members  Some may have limited knowledge of higher education

Using Narrative Template  Be clear and concise  Limit to narrative for each indicator to one paragraph  Limit the total narrative to two pages  Explain acronyms and avoid jargon  Use 11 or 12 point font and ½ to 1 inch margins

Using Narrative Template  Include the following elements in the narrative Description of indicator, including the data collected Rationale for selecting indicator How indicator will be accomplished

Tips on Narrative  Keep a notebook detailing how the data was collected, who collected it and what elements were included  This will ensure the same elements are included in the measurement from year to year

Common Questions

 Q. Why are agreements on a three-year cycle?  A. The statute specifies that agreements must be renewed at least every three years

Common Questions  Q. Why are agreements on a calendar year instead of an academic year?  A. Using an academic year would cause a six month delay in an institution’s ability to access new funds

Comparison of Calendar vs. Academic Year Calendar Year  Reports due March 1  BAASC reviews in April and May  Board approval June  Funding distributed in July Academic Year  Reports due September 1  BAASC reviews in October and November  Board approval December  Funding distributed in January

Common Questions  Q. Can we pull data from KSPSD for the agreement?  A. KBOR is implementing a new Business Intelligence tool, which will be demonstrated at the June KBOR data conference. Full implementation is estimated in Spring or Summer of 2013.

Common Questions – 2yr sector only  Q. How do Perkins core indicators of performance relate to performance agreements?  A. Performance on Perkins core indicators affect the awarding of Perkins funding. Institutions are not required to incorporate Perkins core indicators into their performance agreements, but may choose to do so.

Common Questions – 2yr sector only  Q. How do Outcome Metrics relate to performance agreements?  A. The goal of outcome metrics is to determine program eligibility for tiered and nontiered state funding. Institutions are not required to incorporate outcome metrics into their performance agreements, but may choose to do so.

Thank you!