Illinois’ Strategic Plan

Stig Lanesskog, Associate Provost for Strategic Planning and Assessment

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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

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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

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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

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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

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Strategic Planning Framework

Vision

Values

Goals

Strategic 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

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Campus Vision & Goals

Goal I: Leadership for the 21st 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

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Goal I: Leadership for the 21st 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

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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

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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

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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.)

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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

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Strategic Planning Framework SummaryStrategic Planning Framework SummaryPreeminent Public Research InstitutionVision

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 quality1

• 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 needs2

• 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

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College/ Unit Level Plans

Campus’Strategic

Goals

Academic excellenceLeadership for

the 21st centuryTransformative

learning environmentBreakthrough knowledge

and innovationAccess to the Illinois

experience

• Goal 1College/ Unit Goals

• Goal 2 • Goal 3 • Goal 4 • Goal 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.)

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Common Framework to Assess Strategic Plan Progress

Goal Metric

What are your unit’s goals and how would you know whether you are making progress towards them?

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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:

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Campus’ Strategic Planning/ Budgeting Timeline- Ongoing

DecFebJan Mar Apr May June July Aug Sept Oct Nov

D. Deliver B

OT report o

f stra

tegic plan progress

A. Send stra

tegic measure data to

colleges/units

F. Update “Campus Profile

”

with stra

tegic metric

s data

H. Publish campus’ annual report

Budget discussions

B. Set c

ampus prioriti

es at stra

tegic 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)*

ResponsibilityA. Provost’s officeB. Chancellor, Provost, Vice Chancellors and Full Council of DeansC. Provost’s officeD. Chancellor & Provost’s officeE. Individual colleges/unitsF. Provost’s officeG. Provost’s Office H. Chancellor & Provost’s office

*- As necessary

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Budget Template

Description of goalMetrics based

assessment of progressActions

undertaken/planned

• Assess trends

• Assess likelihood of attaining 3 and 5-year targets

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Metric Definitions and Targets

Metric Definition Source 2009Baseline 2010 2011 2012 2013

Six-year graduation rate

The percentage of freshmen who graduated within six-year period averaged over the classes entering during 1994-2000

DMI 80% 80% 81% 82% 83% 84%

Metric Targets

Illustrative

Frequency

Annual

Distribution

Annual Report

2009 2010 2011 2012 2013

A% B% C% D% E%

Actual Results

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Campus Profile Data

URL: http://www.dmi.uiuc.edu/cp/

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Campus Strategic Indicators

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Unit-Specific Goals, Metrics and Targets

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Metrics Data

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

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