2021-22 Planning Year

UVU Unit Strategic Planning Process

Org

an

izatio

nal

Ex

ce

llen

ce

Mission

Objectives

Assessment

Indicators

Operationalize: What does the

mission look like in practice?

Evaluate: Are we

achieving our objectives?

Respond: What do these

say about success?

Key

Findings

Mis

sio

n F

ulf

illm

en

t a

nd

Org

an

iza

tio

na

l E

xc

ell

en

ce

Student

Learning

Productivity

Quality

Improvement

Act: How do

we improve?

As

se

ss

me

nts

Anything your

organization does to

evaluate the extent to

which you are achieving

organizational excellence

and will continue to do

so—from the distant past

through the foreseeable

future—can contribute to

your assessment.

Key Performance

Indicators

SWOT Analysis

Informal and Ad

Hoc Assessments

Learning Outcomes

CQE

Program Assessment Summary

All academic programs have associated program learning outcomes that should be

assessed annually.

Copy and paste the Overall Summary for each program from the Program Learning Outcomes

Assessment Summary.

• How do we budget to improve how we understand, deploy, and measure the impact of our resources?

Co

mp

leti

on

, Q

ua

lity

,a

nd

Eff

icie

nc

y

• How do we reinvent PBA? Can we focus resources on a few big ideas to make UVU more effective and relevant?

Solution: Align completion and quality-

related metrics with our financial

measures to improve performance,

transparency, resource allocation/

reallocation, and accountability.

Headcount, FTE

Activity that should change if

successful

Quality of

Graduates

Efficiency/

Enrollment

Employment Status, Employment

in Relation to Degree

CompletionOutcome Measures, Completions,

Retention Rate

Efficiency/

Productivity

FT Instructional Credit Hours,

Student Credit Hours per FT Faculty,

Adjunct Sections Taught

Efficiency/

Cost

Cost per FTE,

Instructional Expenditures

CQ

E M

etr

ics

CQ

E D

ata

https://www.uvu.edu/ir/performance-indicators/completion_quality_efficiency/index.html

Quality of

Graduates

Efficiency/

Enrollment

CompletionPrepare a brief

narrative responding

to the data in each of

the CQE categories.

• Contextual data is

encouraged but

respond first to the

data presented.Efficiency/

Productivity

Efficiency/

Cost

CQ

E E

va

lua

tio

n

Student

LearningProductivity

Mission

Fulfillment

Primary

FindingsSy

nth

es

ize

As

se

ss

me

nt

Da

ta

Describe the current overall state of organizational excellence based on the assessment data.

• Identify a small number of major successes, opportunities, or challenges for organizational excellence based on the assessment of unit objectives, student learning, and CQE indicators.

• Describe the basis of these in the available data and other information as well as their effects on organizational excellence.

Pri

ma

ry F

ind

ing

s

Qu

ali

ty I

mp

rov

em

en

t In

itia

tiv

es

Major, multi-year projects or initiatives that will lead

to substantial improvement in mission fulfillment in

the existing or anticipated operating environment.

Integrate several related

areas of operations

across objectives

One to three at any time

Driven by problem with

several actions

Developed in response

to assessment findings

Not annual work plans

or routine activities

Four-year (ish)

timeframe

Evaluate resource needs based in part on projected impact to key metrics and ability to reallocate existing resources.

• Ensure activities and cost align with the desired level of service, support, and compliance needs.

• Refocus resources (time, space, expenditures) to where they are needed today.

Zero

-Based

Min

ds

et

Re

vie

w C

urr

en

t R

es

ou

rce

s t

o I

de

nti

fy

Re

all

oc

ati

on

Po

ten

tia

lNon-Appropriated

Budget

Expenditures

Appropriated

Budget

Employees

Provide:

• Current Year

• Previous Year

• Five Years Prior

Efficiencies and reallocations can be used to offset the cost of PBA requests.

All PBA requests must be linked to

•A university action commitment objective

and

•A unit quality improvement focus.

Planning Documents Strategic Plan

Form and

Supporting

Documents

Use blank template for new strategic plans or

update previous forms. (MS Word)

• Available at https://uvu.edu/upe/

planning/strategic.html

• Managed in Box (http://uvu.box.com)

using normal UVU login credentials.

• Unit leaders have full control over access.

Online ReportSummary document for institutional

reporting and analysis. (Online form)

PB

A T

ime

lin

e

•Da

State of the University

Institutional and DivisionalPlanning and Assessment

PBA Conversations

Legislative Outcomes and Tuition Setting

Trustees Approve Operating Budget

PBA Outcomes Announced

Development, Prioritization and Submission of College/School and Divisional PBA Resource Requests

Critical/time-sensitive allocation decisions

One-time and critical on-going (limited) allocation decisions

Budget Requests Completed OCT. 8

Jan

Feb

Mar

Apr

May

JunJul

Aug

Sept

Oct

Nov

Dec

PBAUnit Strategic Plans DueSEPT. 24

Planning and Assessment Support

Strategic Planning Consulting: Jeff Johnson

Director

jeffrey.johnson@uvu.edu | (801) 863-8993

Strategic Planning Support: Amanda Cooke

Planning and Assessment Coordinator

amanda.cooke@uvu.edu | (801) 863-5953