1. Illinois’ Strategic Plan Stig Lanesskog, Associate Provost for Strategic Planning and Assessment

2. 2 Illinois’ Strategic Planning Background  Illinois had a history of creating strategic plan documents, with limited implementation focus  The current process was initiated by the University of Illinois President in March 2005  A multi-staged plan development process was instituted (concluded June 30, 2006) –Stage 1: Creation of an overall strategic planning framework –Stage 2: University-level and related organizational plans –Stage 3: School, College, and Major Administrative Unit plans

3. 3 Why Strategic Planning  Helps people create an identity for the near and long term future of the institution  Creates a directional document, to guide while not limit future opportunities  Enables the university to align strategic objectives with financial and human resources  Provides a mechanism to continually review and ensure excellence in all missions of the institution

4. 4 Barriers/ Common Responses to Strategic Planning in Higher Education  I don’t see my college/unit in the strategic plan?  If my initiative is not mentioned, is it not important?  What are the “consequences” of not making progress on the metrics? A corporate/business approach, not applicable to higher education Responses Outcome: Strategic plans are created and sit on shelves

5. 5 Cycle of Strategic Planning Articulate vision and goals Develop strategic priorities & assessment processes Create actions/ milestones and implement Assess impact Institution's values Environmental trends The strategic planning process will involve continuous assessment of the institution’s progress towards its goals, considering both changes in the institution’s values and the environment in which it operates

6. 6 Strategic Planning Framework VisionValuesGoalsStrategic Initiatives Progress Indicators “Preeminent Public Research Institution”  Our Commitment  The Values that Drive our Goals 5 campus goals Aligned to the relevant goal  Campus-level  College/ unit specific level

7. 7 Campus Vision & Goals Goal I:Leadership for the 21 st Century Goal II:Academic Excellence Goal III:Breakthrough Knowledge and Innovation Goal IV:Transformative Learning Environment Goal V:Access to the Illinois Experience Preeminent Public Research Institution

8. 8 Goal I: Leadership for the 21 st Century  Promote intercultural scholarship and learning  Increase and enhance undergraduate research or other creative opportunities  Strengthen honors programs  Expand study-abroad experiences  Increase the capacity for effective communication across cultural and linguistic boundaries  Provide internship, practicum and other experiential learning opportunities

9. 9 Goal II: Academic Excellence  Recruit and retain exceptional faculty  Increase the diversity of faculty and staff  Strengthen recruitment of high achieving students, particularly of underrepresented populations  Position the academy to meet 21st century opportunities  Develop interdisciplinary academic programs in emerging areas of scholarship  Increase opportunities for cross-disciplinary doctoral education  Develop professional master’s programs in areas of pressing needs  Maximize our impact by stewarding and enhancing our resources

10. 10 Goal III: Breakthrough Knowledge and Innovation  Organize interdisciplinary efforts to understand and improve the human condition in energy, water, food, health – the Land Grant Mission of the 21st Century  Strengthen and diversify the research portfolio  Increase the Illinois presence in Washington  Strengthen our rich ties to Chicago  Partner with the State and the local community

11. 11 Goal IV: Transformative Learning Environment  Repair, reprogram and maintain campus facilities at a level consistent with a world class academic enterprise  Increase energy conservation  Build and enhance living/ learning communities  Invest in educational technology  Embrace the diversity of students, faculty and staff to strengthen the learning environment  Enhance public good facilities (e.g., Library, Krannert, etc.)

12. 12 Goal V: Access to the Illinois Experience  Increase merit and needs based aid to recruit and retain the most promising students  Increase the diversity of the student population  Increase and excel in distance learning

13. 13 Strategic Planning Framework Summary Preeminent Public Research Institution Vision Strategic Goals Academic excellence Leadership for the 21st century Transformative learning environment Breakthrough knowledge and innovation Access to the Illinois experience Values As one campus, achieve comprehensive excellence in the service of Illinois and the nation Strategic Initiatives Demand and reward break- through knowledge creation and learning Create educational programs that cultivate innovation, justice, enhance social mobility and quality of life by responding to local, national and global societal needs Maximize our impact by carefully stewarding and enhancing the resources entrusted to the institution Recruit and retain exceptional faculty Increase the diversity of faculty and staff Strengthen recruitment of high achieving students, particularly students of underrepresented populations Position the academy to meet 21st century opportunities Develop interdisciplinary academic programs in emerging areas of scholarship Increase opportunities for cross- disciplinary doctoral education Develop professional master’s programs in areas of pressing needs Maximize our impact by stewarding and enhancing our resources Promote intercultural scholarship and learning Increase and enhance undergraduate research or creative opportunities Strengthen honors programs Expand study-abroad experiences Increase the capacity for effective communication across cultural and linguistic boundaries Provide internship, practicum and other experiential learning opportunities Initiate interdisciplinary Organize interdisciplinary efforts to understand and improve the human condition in energy, water, food, health – the Land Grant Mission of the 21st Century Strengthen and diversify the research portfolio Increase the Illinois presence in Washington Strengthen our rich ties to Chicago Partner with the State and the local community Increase merit and needs based aid to recruit and retain the most promising students Increase the diversity of the student population Increase and excel in distance learning Repair, reprogram and maintain campus facilities at a level consistent with a world class academic enterprise Increase energy conservation Build and enhance living/ learning communities Invest in educational technology Embrace the diversity of students, faculty and staff to strengthen the learning environment Enhance public good facilities # of national academy members or other nationally recognized honorary memberships % of underrepresented faculty and staff Student quality 1 Student to faculty ratio State and tuition budget in constant dollars State and tuition budget in constant dollars per student State and tuition expenditures per IU Instructional units per faculty FTE Graduation rate Retention rate % of students with a global experience % of undergraduates with a research experience % of students with an internship or practicum experience Student placement percentage Total sponsored research expenditures by source Sponsored research expenditures by per faculty FTE Total revenue from licenses/ patents Total number of start-ups Research Park activity Impact on societal needs 2 Total financial aid % of student receiving financial aid % of under-represented students # of distance learning IUs % of faculty involved in engagement Level of deferred maintenance (FCI) Energy consumption % of sections with under 20 students State and tuition expenditures per student Progress Indicators 1 - may include HS rank and ACT & graduate student indicators 2 - may be a qualitative measure, illustrated by examples We pursue excellence through the diversity of our students, faculty, and staff Embrace and advance our Land Grant mission

14. 14 College/ Unit Level Plans Campus’ Strategic Goals Academic excellence Leadership for the 21st century Transformative learning environment Breakthrough knowledge and innovation Access to the Illinois experience Goal 1 College/ Unit Goals Goal 2 Goal 3 Goal 4Goal 5 College/ Unit Metrics College/ Unit specific metrics aligned to priorities (progress and impact indicators) Relevant core/ shared metrics (e.g., graduation rates, diversity indicators, etc.)

15. 15 Common Framework to Assess Strategic Plan Progress GoalMetric What are your unit’s goals and how would you know whether you are making progress towards them?

16. 16 Strategic Plan Resources www.strategicplan.illinois.edu –The campus strategic plan and progress indicators –Summary of 30 college/ unit strategic plans –Listing of each college/unit goals and metrics –List of strategic plan contacts for each college/unit Includes:

17. 17 Campus’ Strategic Planning/ Budgeting Timeline- Ongoing DecFebJanMarAprMayJuneJulyAugSeptOctNov D. Deliver BOT report of strategic plan progress A. Send strategic measure data to colleges/units F. Update “Campus Profile” with strategic metrics data H. Publish campus’ annual report Budget discussions B. Set campus priorities at strategic planning retreat Colleges/units report on: Top 5 priorities Progress against priorities Metrics to assess progress Metric targets for next 3 years C. Send budget letters to colleges/units G. Publish budget template and timelines E. Refine priorities and metric targets (based on budget letters)* Responsibility A.Provost’s office B.Chancellor, Provost, Vice Chancellors and Full Council of Deans C.Provost’s office D.Chancellor & Provost’s office E.Individual colleges/units F.Provost’s office G.Provost’s Office H.Chancellor & Provost’s office *- As necessary

18. 18 Budget Template Description of goal Metrics based assessment of progress Actions undertaken/planned Assess trends Assess likelihood of attaining 3 and 5-year targets

19. 19 Metric Definitions and Targets MetricDefinitionSource2009Baseline2010201120122013 Six-year graduation rate The percentage of freshmen who graduated within six-year period averaged over the classes entering during 1994-2000 DMI80% 81%82%83%84% Metric Targets Illustrative Frequency Annual Distribution Annual Report 20092010201120122013 A%B%C%D%E% Actual Results

20. 20 Campus Profile Data URL: http://www.dmi.uiuc.edu/cp/

21. 21 Campus Strategic Indicators

22. 22 Unit-Specific Goals, Metrics and Targets

23. 23 Metrics Data

24. 24 Progress Indicators Use of metrics and multi-year targets provides a fact base to assess progress against the goals of your strategic plan

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