1. University Resource Alignment: Goals and Process

2. Charge
University Resource Alignment
With a new Strategic Plan and institutional goals in place, we must now develop a process whereby we can align our resources with the vision, mission, values, and strategic objectives of the University We need to meet these challenges [of reduced resources] as a united community of good stewards, through a strong process that is data-driven, inclusive and transparent.
With a new Strategic Plan and institutional goals in place, we must now develop a process whereby we can align our resources with the vision, mission, values, and strategic objectives of the University. Especially in times of contracting funding, we are faced with the difficult challenge of having to use reduced resources to achieve our goals. We need to meet these challenges as a united community of good stewards, through a strong process that is data-driven, inclusive and transparent. Among the many data sources available, we will surely take advantage of the data gathered for our campus by the Educational Advisory Board in its Student Success Collaborative program and its Academic Performance Solutions initiative. I am hereby convening a team of faculty, staff and students to address these challenges through a process that will integrate and align program planning, budget planning, technology and facilities planning within the Strategic Plan to ensure an optimal balance of resources for present and future needs. This effort will be led by the Institutional Program Management (IPM) Steering Committee (members listed above), formed as a subset of the Strategic Plan Steering Committee. As in our strategic planning effort, the activity will be highly inclusive of constituents across the University and will proceed with a high degree of transparency. The IPM Steering Committee will design an initial draft process, work with the campus community to develop and vet the process into a plan, then guide and support the planning teams as they execute the plan with full participation from all constituencies. As this process will incorporate academic program planning at an institutional level, the importance of sustaining academic quality is foremost. To that end, we will call on a high percentage of faculty to participate in and lead the planning teams.

3. Build teams to execute this process.
Goals from the Charge
University Resource Alignment
Design criteria
Build teams to execute this process.
Guide, monitor and communicate throughout the process.
Make final resource recommendations
Evaluate the process and make recommendations for ongoing evaluation
Design criteria and a continual process by which immediate and ongoing resource decisions will be made, thoroughly vetting the criteria and process with the campus community. 2. Build teams, led by faculty but with broad representation from all constituents, to execute this process. 3. Guide, monitor and communicate throughout the process to assure progress, transparency and inclusivity. 4. Make final resource recommendations based on the results of the process. 5. Evaluate the process and make recommendations for ongoing institutional program management

4. Steering Committee Members
University Resource Alignment
Karl Loewenstein - Steering Committee Chair
Academic Staff: Courtney Bauder
Stephen Bentivenga
University Staff: Susan Jaeke
Chad Cotti
Student Affairs: Jaime Page-Stadler
Donald Hones
Christine Roth
Administration: Jenny Borgman
Judith Westphal
Merlaine Angwall
Athletics: Pat Juckem
Facilitator: Anne Milkovich
Governance representatives chosen by the appropriate senate. Admin appointees chosen by Provost?

5. First Meeting: February 9, 2017 Meeting bi-weekly
Where are we?
University Resource Alignment
First Meeting: February 9, 2017
Meeting bi-weekly
Studying other institutions, building time-line
Notes are available on our website:

6. Timeline Phase 1 Discover
University Resource Alignment
Phase 1 Discover
Learn from other institutions, read available research, share with campus, identify data
Spring 2017
Phase 2 Design
Through iterative discussion with campus community, define academic and administrative programs, select assessment criteria, identify teams, plan workflow, develop tools, compile data
Spring– Summer 2017
Phase 3 Assess
Working in teams with broad campus involvement, collect information, evaluate according to predetermined criteria, summarize results
Summer–Fall 2017
Phase 4 Assign
Categorize programs according to assessment results
Fall–Winter 2017
Phase 5 Comment
Post results and categorizations for campus final comment period
Spring 2018
Phase 6 Compile
Incorporate comments, refine categorizations, submit to Chancellor
New budget model decisions hopefully can be informed by the criteria in January 2018, but our process will not be complete by then.

7. Goal: develop draft criteria for fall review
Summer Working Groups
University Resource Alignment
Academic (7-9 members, mostly faculty)
Administrative (7-9 members, mostly from admin. units)
Goal: develop draft criteria for fall review
Criteria, sub-criteria, weighting
2-5 meetings over summer
Framework/supporting info. partially provided by steering committee
Volunteers needed! Contact us soon.

8. Not necessarily an academic department or administrative unit.
What is a Program?
University Resource Alignment
URAC will work this summer to define program, to be part of fall discussion.
Not necessarily an academic department or administrative unit.

9. Present draft documents to campus
Fall 2017: Campus Input
University Resource Alignment
Present draft documents to campus
Meet with as many people/units as possible
Arrange public meeting(s) with other campuses that have been through similar processes
Listen to feedback; revise, revise, revise
Ask governance groups to support proposed criteria after consensus reached

10. Our Hopes
University Resource Alignment
To create the opportunity for an informed conversation about strengths and weaknesses on campus
To reach agreement about criteria and data being used in those conversations
Data can inform decisions, but not supersede our values as a campus.
To fairly evaluate all programs on campus
To inform decisions about where to invest, where to sustain, and where to reduce, including existing units and new programs.

11. University Resource Alignment
The End.