We are what we Measure: Using Key Performance Indicators (KPIs) to Monitor & Evaluate Progress Toward Organizational Goals (Session 1 of 3) - Phenikaa

  • Date:March 1st, 2023  
    09:00 am
    04:30 pm

Attendees: PU University and Academic Leadership teams

Expected Outcomes: Strategic Planning and Goal Setting are a valuable for Higher Education.  However, too often we fail to achieve our success because we do not understand how to monitor our progress and tie our operational activities to the items most critical for achieving our goals.  This three-part hands-on program provides practical techniques and templates for application in higher education and is designed around the methodology for a comprehensive university quality framework encompassing student learning, stakeholder needs, valuing employees, planning and leadership, knowledge and resources management and stewardship, and of course a continuous improvement quality culture.  Using the Higher Learning Commission systems portfolio and standard criteria as an aspirational model, participants will learn how to set university level KPI’s for key core areas, map KPI’s to operational indicators, and monitor and evaluate progress using data driven decision techniques. This is a three-part workshop and each session will build on the knowledge from the prior session.  

Please plan to participate in all three sessions.  Coaching sessions will be held between workshops to help prepare participants to complete required deliverables.

Participant Expectations: 

1.    Plan to participate in all three sessions.  Our focus is on leadership level knowledge and it is critical that your team have the whole picture in order execute successfully.
2.    Pre-Reading and Workshop Prep.  Some workshops or coaching sessions will require that you read some brief materials ahead of time, and or bring certain information from your university that you will utilize in your workshop activities.  Please come prepared to participate.
3.    Complete deliverables between sessions.  The sessions are spaced out in order for you to execute each component at your school, with your university leadership, and your operations team between sessions.  This intensive process has been broken down in the manageable pieces - we are all busy but by prioritizing these deliverables we make a complex process manageable.
4.    Participate in coaching sessions.  These virtual sessions will focus on the execution of concepts from prior sessions and preparation of deliverables in advance of the next session.
5.    Presenting progress and results.  Good leadership practices include sharing our results, feedback and improvement.  Be prepared to discuss successes and lessons learned at each session.  Selected participants may be invited to present to the group.

Session 1 Pre-reading and Workshop Prep
•    Handout: A Comprehensive University Quality Framework
•    The Balanced Scorecard; Beyond Reports and Rankings
•    Read and Bring: Your University Strategic Plan and or University Goals List  (3-5 years)

Part 1
8:15 – 8:30 am Workshop Sign-in
8:30 – 8:45 am Workshop Introduction and Key Performance Indicators (KPIs) for Session 1
8:45 – 10:00 am Introduction to KPI’s and Strategic Management
Participants will explore different types of KPI’s and the role of KPI’s in the Higher Education strategic context.
Our Framework: Higher Learning Commission key areas

10:00 – 10:15 am Biological Break
10:15 – 11:20 am Developing a Performance Model
Participants will work in teams on hands-on development of higher education performance models incorporating best practices based on provided models such as the balanced scorecard approach, logic model, and results matrix
Part 2
1:30 – 3:00 pm Developing and Mapping Strategic Objectives
Participants will follow a guided, template-based process for identifying and mapping strategic objectives for their university. Teams will apply one of the performance models.
3:00 – 3:15 pm Biological Break
3:15 – 4:15 pm Selecting Performance Indicators
Participants will utilize the logic model and results matrix model to identify potential KPI’s for each strategic objective. These will be further refined through virtual coaching sessions and will be a deliverable required in preparation for session 2.
4:15 – 4:30 pm Wrap-up of Workshop