1. Implementing KPI Reporting in the College of LSA Rob Wilke Nick Hadwick

2. Our Data Environment LSA in Context KPI Development Process System Demo How used Technical Infrastructure Challenges encountered Future Directions

3. BI: Data -> Information ->Knowledge -> Action

4. UM Data Environment Thousands of tables in PeopleSoft Large datasets Personal data table – 2.3 million rows Admissions Program table – 2.3 million rows Student Enroll table – 6.7 million rows Job table – 1.4 million rows Pay Check table – 8.5 million rows Dept table – 20,000 rows/3700 distinct DeptIDs

5. LSA:UM Distinct DeptIDs - 144:3700 Student Enrollments – 3.8 million:6.7 million

6. College of LSA ~ 40 Academic Depts/Programs (3 Divisions – Humanities, Social Sciences, Natural Sciences) Museums Michigan Learning Communities Student Support: Advising, Language Resource Center, Science Learning Center, Study Abroad Dean’s Office 80% of Budget is Salary/Benefits

7. Heterogeneous Organization What to measure? Can you compare the Exhibit Museum with the English Department? Why did we develop the KPI measures?

8. LSA KPI History New Dean and Associate Deans “Provost Indicators” – Student Headcount, Diversity – Faculty Appointments

9. Charge “Work within the realm of information we’re already producing to make information useful for planning at the Associate Dean and Executive Committee level that will show changes in the College over time and project to the future.”

10. Goals Clear, Consistent and shared measures Benchmarks to help think about resource distribution in the College Not be reliant on self-reported data by departments

11. Principal Data Areas Faculty/Staff – Counts and Characteristics Graduate Student Characteristics Funding Space and Energy Utilization Student Credit Hours Degrees Relationships between Inputs and Outputs

12. Development Process Top down mandate from upper management Modeled after Provost Indicators Push detail down to departmental level Team of Finance, Budget and IS personnel 2 year trial period with departments Incremental changes to add/subtract measures Initial system was a Spreadsheet and PDF File

13. System Demonstration http://www-a1.lsa.umich.edu/AdminData/KPIDeptCompare.aspx

14. Visualize Trends

16. Decision Making Student Credit Hours/TTFTE Computed Course Releases/TTFTE % Small Sections % Over or Under Target Faculty lines (Resource Commitment) Position requests GSI, grader and fellowship funding Lecturer positions

17. Technical Environment SQL Server 2000 database – 3 tables IIS Web Server ASP.Net 2.0 Development Environment Originally Excel with Macros

18. Tables Header – Key, Description, URL, DisplayOrder, Page, Classification (Profile, Indicator, Outline Separator) Data – Key, DeptID, Year, Data value Notes – Key, Title, Note content (Notes and Header tables include HTML stored with data)

19. Sample data KPICodeDeptIDAcadYearKPIValue 1A172000200231.5 1A172000200332.5 1A172000200433.5 1A172000200531.5 1A172000200630.25 1A172000200730.25 1A172000200832 1B172000200525.52 45,000+ rows

20. Data must be pivoted

22. Challenges Inconsistent Source Data Lack of Understanding of Source Data Source Data Not Reflecting “Reality” Numeric Values only Making Assumptions Transparent Conflicting Indicators Minimizing # of Indicators Communicating Context to Depts

23. Future Direction Create Charts on the fly Drill down to see detail “Top 10” lists of key values Additional Research Indicator

24. Terminology Check 1.Key result indicators (KRIs) tell you how you have done in a perspective. 2.Performance indicators (PIs) tell you what to do. 3.KPIs tell you what to do to increase performance dramatically David Parmenter, Key Performance Indicators

25. Key Performance Indicators "KPIs represent a set of measures focusing on those aspects of organizational performance that are the most critical for the current and future success of the organization."

26. Key Result Indicators “KRIs typically cover a longer period of time than KPIs; they are reviewed on monthly/quarterly cycles, not on a daily/weekly basis as KPIs are.”

27. Ask the Right Questions “Rarely is the question asked, is our children learning?”