1. Action Planning Assess, Plan and Perform Melissa Spears Business Advisory Services

2. Action Planning is a Plan with Purpose The Action Plan engagement enables executive leaders at colleges and universities to better achieve specific institutional goals and objectives by aligning technology with the institution’s strategic vision. ReactiveTacticalStrategicTransformational Current State Goal

3. Time Progress in Technology Implementation Advancing Technology & Training Institution Technology & Training Compounded Loss Time

4. The Process Assess Review Strategic Plan Web-based Surveys Interview Business Unit Leaders Organize Identify Business Needs Map to Strategic Plan Compile Effort/Cost Prioritize Potential Impacts Cost/Benefits Quantification Implement Complete Tasks Measure Results Institutional Effectiveness Analysis

5. Information Gathering Process

7. Results, Findings and Recommendations U NIVERSITY G OALS E LLUCIAN R ECOMMENDATIONS A TTRACT, ENROLL, RETAIN, AND GRADUATE EVEN MORE HIGHLY COMPETENT UNDERGRADUATE, GRADUATE, AND PROFESSIONAL STUDENTS P RIORITY 1.3Strengthen the advising program Extend use of program planning and degree audit to empower advisors and students to access information and evaluate progress toward degree utilizing online tools and services. P RIORITY 1.6 Expand opportunities for student and family communications Update configuration of the portal and extend utilization of current system functionality to automate notices and alerts to students. P RIORITY 1.8Improve student life, retention, and services Increase self service offerings aimed at engaging students utilizing the portal. MAINTAIN AND STRENGTHEN THE U NIVERSITY ’ S ACADEMIC PROGRAMS P RIORITY 2.3 Develop and implement a comprehensive graduation enhancement program in order to improve retention and graduation rates Include extended utilization of degree audit, program planning, and student engagement via the portal in the overall graduation enhancement program. FURTHER ENHANCE AND DEVELOP OUTSTANDING FACILITIES P RIORITY 4.4 Continue to upgrade technological infrastructure to meet academic and university needs Upgrade solutions to the latest version allowing for enhanced utilization of functionality and technology advancements and extend system training offerings to better utilize resources. Improve reporting capabilities to provide management and staff access to data for information driven decision making.

8. Decision Making Criteria This chart represents the criteria we use when making recommendations. Everything that we recommend aligns with one of these objectives or it’s not recommended. We ask…does the solution? Increase Service Decrease Cost(s) Increase Revenue Increase Productivity

9. Example: Based on the findings Ellucian recommends the following optimization timeline to support these projects. This timeline is a living, breathing document, and the project manager will work closely with all key stakeholders and leadership to adjust as necessary to ensure institutional success. Timeline for Action

10. Start Executive Sponsors connect with Business Advisor Set dates for assessment activities Week 3 Confirm onsite agenda Launch online survey for stakeholders Week 5 Close online survey Confirm logistics for onsite visit Week 7 Conduct onsite discovery with stakeholders Meet onsite with Executive Sponsors Week 8 Business Advisor contacts Executive Sponsors to review high level findings Weeks 9-12 Finalize Action Plan Recommendations Confirm date and time for onsite executive presentation Onsite executive presentation Discussion of next steps for Action Plan launch Action Plan Engagement Timeline

11. “If the Action Planning process had not been adopted by the college, they would not have been able to handle the increased capacity due to the substantial enrollment increase.” Dr. Marion Paden, VP of Enrollment Management Oklahoma City Community College

12. Is Action Planning right for your campus?  Does your institution utilize your strategic plan to drive business decisions?  Is technology considered as a primary contributor to achieving institutional strategic initiatives?  How long has it been since you conducted a comprehensive assessment of your administrative systems?  Considering higher education best practices and functionality that exists in your administrative system, would you rate the current level of utilization as low, medium, or high by users?

13. Q&A Discussion