A Framework for Developing a Public Agenda for Illinois Higher Education: Planning for College and Career Success Presented to the Illinois Board of Higher Education January 15, 2008 National Center for Higher Education Management Systems 3035 Center Green Drive, Suite 150 Boulder, Colorado

22 Strategic Planning ► The State as a Whole ► Subgroups (Subpopulations, Economic Sectors, etc.) A Process for Making Decisions About Desired Future State (Rankings, Performance Levels, etc.) of:

33 The Implementation Tools ► Finance ► Accountability ► Regulation ► Policy Leadership and Governance— Allocation of Decision Authority

44 The Management Cycle Strategic Management —The allocation of resources to programmed activities calculated to achieve a set of goals. Assessment Planning Implementation

55 The Management Cycle State Planning Institution State Institution Implementation State Accountability Institution

66 Building a Public Agenda for Higher Education ► Requires Sustained Leadership to: ■Create an Agenda ■Build Consensus ■Implement/Sustain the Vision ► Relies on Data Analysis as a Critical First Step ■Social, Economic, and Educational Conditions of the State ■What Is/What Is Desired (continued)

77 Building a Public Agenda for Higher Education (continued) ► Identify a Limited Number of Priorities ► Recognize Connections to Other Sectors ■K-12 ■Economic Development ■Workforce Development ■Etc.

88 Finance

99 The Flow of Funds Economy Tax Policy Appropriations/GrantsStudent Aid Tuition Scholarships & Waivers Research and Other Grants (Restricted)Student Aid (Restricted) Gifts Income Available State and Local Govt. Funds Federal Government Donors Foundations Corporations K-12 Corrections Health Care Other Govt. Higher Education StudentsInstitutions

10 The Flow of Funds Economy Tax Policy Appropriations/GrantsStudent Aid Tuition Scholarships & Waivers Student Aid (Restricted) Income Available State and Local Govt. Funds Federal Government Higher Education StudentsInstitutions

11 Finance Policy—The Options Institution Focused Student Focused Core Capacity Capacity Utilization/ Public Agenda Tuition and Aid Policy Focused on Attainment of Specified Outcomes Base-Plus Formulas Investment Funds Performance Funding Tuition and Aid Policy Focused on Revenue Generation

12 Accountability ► Agreed-Upon Indicators for Assessing Progress Toward Achieving Priorities ► Expectations Regarding an Annual “Report Card” ► A Forum for Discussing Results and Recommending Modifications Important Considerations

13 Criteria for Good Indicators ► Reflect the Public Agenda—the State’s Priority Issues ► Provide Meaningful Policy Direction for Improvement ► Are Not Subject to Manipulation ► Are Easily Understandable and Credible to Lay Audiences ► Contain Benchmarks Against Which to Chart Progress ► Provide Data that Are Reliable and Valid ► Can Be Constructed at Reasonable Cost

14 General Approach ► Indicators Will Be Calculated for the State as a Whole and, Wherever Possible, by Region ► Selected Indicators Appropriate to Institutions Will Be Calculated for Each Institution Using: ■Institutional Data, and ■Data Drawn from a Defined “Service Region” ► Indicators Will Be Calculated to Show Five-Year Trends Wherever Possible (continued)

15 General Approach (continued) ► There Will Be at Least One “Core” Indicator for Each Policy Goal and Subtopic—Other Indicators Will Be Provided as “Background” Measures Intended to Provide Context ► Benchmarking Will Be Done for All “Core” Indicators: ■Best-Performing States ■Best-Performing Countries, Where Available

16 Alignment of Policies ► The Extent to Which Policies Are ■Mutually-Reinforcing, or ■In Conflict with Each Other ► Policies Other than Those Specific to Higher Education that Affect Ability of Institutions to Respond to Public Agenda The Policy “Audit”—Determining:

17 The Final Product ► A Public Agenda—Statewide Goals and Priorities for Illinois Higher Education ► Recommended Set of Accountability Measures— Contents of a “Report Card” ► Sector and Institutional Roles and Responsibilities ► Coordination and Implementation Strategies ■Policy Changes ■Sustaining the Agenda