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Institutional Performance Management

The Blueprint for Continuous Improvement

Institutional Performance Management is a discipline borrowed from the most successful institutions and organizations centered on strategic planning, identifying risks and opportunities, and ensuring alignment across your institution.

A method to meet the moment

Today's high stakes are the result of growing pressures that are impacting every institution in different ways. Hear first-hand how leaders from institutions across the country are thinking about today's challenges, and how Institutional Performance Management is the answer.

The Approach

Institutional Performance Management offers a methodological approach to solving your top challenges with data-informed practices that set your institution up for continuous improvement. From yield modeling and optimizing financial aid to labor benchmarking and streamlining assessment processes, Institutional Performance Management is the blueprint for success.

an icon of a bar graph showing data growing up and to the right

Drive Enrollments

Use data insights to drive enrollments, improve student success and retention, and grow net tuition revenue.

an icon of a target with a dollar sign as a bullseye and arrow hitting the bullseye

Manage Expenses

Control costs in alignment with multi-year financial modeling that tracks to financial sustainability.

an icon of a map with an arrow passing through navigating barriers

Improve learning outcomes

Prepare students to be successful in today's workforce, and facilitate a seamless accreditation process.

How It Works

See how our solutions can help answer your toughest questions.

Choose an option:

Enrollment Forecasting

What is the probability of hitting our desired enrollment target?
Which student segments are lagging in enrollments?

An Enrollment Forecasting Dashboard.

Yield Modeling

Who are our primary competitors?
What are the characteristics of students who choose our competitors?

A Yield Modeling for Admissions dashboard.

Optimizing Financial Aid

Are we leveraging our institutional aid strategically to drive yield and retention?
How does our discounting strategy impact net tuition revenue over time?

Unmet Need Dashboard.

Retention Analyses

Are we recruiting students who will be most successful at our institution?
Does our admissions process foster diversity and inclusion?

Retention and Graduation dashboard.

Choose an option:

Multi Year Financial Planning

Do our results indicate we're operating within our resources?
What are the financial implications of changing program demand and new program developments?
How are student demographic shifts impacting our financial picture?

Multi Year Financial Planning Dashboard

 

Labor Benchmarking

Is our spending aligned with our mission?
How does our administrative spend compare to other institutions?

Dashboard showing Labor Spend by Activity

Workforce Planning

How have our staffing ratios changed over time?
What are the key characteristics of our institution’s workforce?

Human Resources Employee Overview Dashboard

Contribution Margin Analysis

Can we manage our academic portfolio with insight into contribution margin?
How does our administrative spend compare to other institutions?

Academic Department Segmentation_IPM 1

Course & Instructor Utilization

Can we better optimize faculty teaching assignments and non-teaching expenses?
Are course sections offered commensurate with demand?

Faculty Utilization_IPM

Choose an option:

Accreditation Support

Can we collaboratively write and collect evidence for self studies and program reviews?
Does our existing accreditation processes support a culture of improvement?

Assessment Accreditation Self Study Screenshot

 

Outcomes Assessment

Can stakeholders align academic outcomes with strategic goals?
Can we assess both curricular and co-curricular outcomes?

Assessment SLO Screenshot-1

 

Course Evaluations

Can we use student feedback to inform course planning and improve outcomes?
Can instructors deploy and access course evaluations and from your institution's LMS?

Assessment_Course Evaluations

 

Skills Recognition

Does our institution support modern credentialing, allowing students to align experiences inside and outside of the classroom?
Can our institution manage and authenticate student learning experiences in one place?

Skills Recognition_IPM Screenshot

 

Choose an option:
Drive Enrollment
Enrollment Forecasting

Enrollment Forecasting

What is the probability of hitting our desired enrollment target?
Which student segments are lagging in enrollments?

An Enrollment Forecasting Dashboard.

Yield Modeling

Yield Modeling

Who are our primary competitors?
What are the characteristics of students who choose our competitors?

A Yield Modeling for Admissions dashboard.

Optimizing Financial Aid

Optimizing Financial Aid

Are we leveraging our institutional aid strategically to drive yield and retention?
How does our discounting strategy impact net tuition revenue over time?

Unmet Need Dashboard.

Retention Analyses

Retention Analyses

Are we recruiting students who will be most successful at our institution?
Does our admissions process foster diversity and inclusion?

Retention and Graduation dashboard.

Manage Expenses
Multi Year Financial Planning

Multi Year Financial Planning

Do our results indicate we're operating within our resources?
What are the financial implications of changing program demand and new program developments?
How are student demographic shifts impacting our financial picture?

Multi Year Financial Planning Dashboard

 

Labor Benchmarking

Labor Benchmarking

Is our spending aligned with our mission?
How does our administrative spend compare to other institutions?

Dashboard showing Labor Spend by Activity

Workforce Planning

Workforce Planning

How have our staffing ratios changed over time?
What are the key characteristics of our institution’s workforce?

Human Resources Employee Overview Dashboard

Contribution Margin Analysis

Contribution Margin Analysis

Can we manage our academic portfolio with insight into contribution margin?
How does our administrative spend compare to other institutions?

Academic Department Segmentation_IPM 1

Course & Instructor Utilization

Course & Instructor Utilization

Can we better optimize faculty teaching assignments and non-teaching expenses?
Are course sections offered commensurate with demand?

Faculty Utilization_IPM

Improve Learning Outcomes
Accreditation Support

Accreditation Support

Can we collaboratively write and collect evidence for self studies and program reviews?
Does our existing accreditation processes support a culture of improvement?

Assessment Accreditation Self Study Screenshot

 

Outcomes Assessment

Outcomes Assessment

Can stakeholders align academic outcomes with strategic goals?
Can we assess both curricular and co-curricular outcomes?

Assessment SLO Screenshot-1

 

Course Evaluations

Course Evaluations

Can we use student feedback to inform course planning and improve outcomes?
Can instructors deploy and access course evaluations and from your institution's LMS?

Assessment_Course Evaluations

 

Skills Recognition

Skills Recognition

Does our institution support modern credentialing, allowing students to align experiences inside and outside of the classroom?
Can our institution manage and authenticate student learning experiences in one place?

Skills Recognition_IPM Screenshot

 

The Financial Levers

Navigate the interconnectedness of mission, student outcomes, and financial sustainability. Institutional Performance Management provides a holistic view of the institution, and a critical first step in the path to sustainability and longevity.

The following charts are based on financial data from 2020-2021.

Choose an option:

2-Year Public

Tuition & Fees (48.8%), Grants & Contracts (39.5%), Auxiliary Enterprises (9.2%), Other Revenues (6.4%)

1_IPM-Charts-Operating Rev-2-Year-Public

4-Year Public

Tuition & Fees (30.8%), Grants & Contracts (23.4%), Auxiliary Enterprises (8%), Sales & Services of Hospitals (26.6%), Other Revenues (11.2%)

2_IPM-Charts-Operating Rev-4-Year-Public

4-Year Private

Tuition & Fees (39.8%), Government Grants and Contracts (14.8%), Auxiliary Enterprises (6.2%), Hospital Revenue (19.1%), Other Revenues (20.2%)
 
3_IPM-Charts-Operating Rev-4-Year-Private

2-Year Public

Government Appropriations (64.1%), Non-Operating Grants (30.8%), Gifts (1.2%), Investment Income (1%), Other (2.9%)

1_IPM-Charts-Non-Operating Rev-2-Year-Public

4-Year Public

Government Appropriations (38.5%), Non-Operating Grants (18.4%), Gifts (5%), Investment Income (31.4%), Other (6.8%)

2_IPM-Charts-Non-Operating Rev-4-Year-Public

4-Year Private

Government Appropriations (0.59%), Private Gifts (11.2%), Investment Return (86.9%), Contributions from Affiliated Entities (1.3%)

3_IPM-Charts-Non-Operating Rev-4-Year-Private-1

 

Choose an option:

2-Year Public

Public Service (1.3%), Institutional Support (16.5%), Auxiliary Enterprises (2.8%), Other Expenses and Deductions (12.6%)

1_IPM-Charts-Manage-Costs-2-Year-Public

4-Year Public

Public Service (4.7%), Institutional Support (8.4%), Auxiliary Enterprises (9.7%), Hospital Services (16.6%), Independent Operations (0.5%), Other Expenses and Deductions (6.5%)

2_IPM-Charts-Manage-Costs-4-Year-Public

4-Year Private

Public Service (1.5%), Institutional Support (12.8%), Auxiliary Enterprises (7.7%), Hospital Services (13.0%), Independent Operations (0.6%), Other Expenses (7.2%)

3_IPM-Charts-Manage-Costs-4-Year-Private-1

 

Choose an option:

2-Year Public

Instruction (37.1%), Research (0.1%), Academic Support (8.1%), Scholarships & Fellowships (10.7%), Student Services (10.7%)

1_IPM-Charts-Manage-Returns-2-Year-Public

4-Year Public

Instruction (25.9%), Research (11.6%), Academic Support (8%), Scholarships & Fellowships (4.7%), Student Services (4.6%)

2_IPM-Charts-Manage-Returns-4-Year-Public

4-Year Private

Instruction (29%), Research (10.8%), Academic Support (8.7%), Net Grant Aid to Students (0.5%), Student Services (8%)

3_IPM-Charts-Manage-Returns-4-Year-Private

Choose an option:
Drive Student Success & Grow Revenue
Operating Revenues

2-Year Public

Tuition & Fees (48.8%), Grants & Contracts (39.5%), Auxiliary Enterprises (9.2%), Other Revenues (6.4%)

1_IPM-Charts-Operating Rev-2-Year-Public

4-Year Public

Tuition & Fees (30.8%), Grants & Contracts (23.4%), Auxiliary Enterprises (8%), Sales & Services of Hospitals (26.6%), Other Revenues (11.2%)

2_IPM-Charts-Operating Rev-4-Year-Public

4-Year Private

Tuition & Fees (39.8%), Government Grants and Contracts (14.8%), Auxiliary Enterprises (6.2%), Hospital Revenue (19.1%), Other Revenues (20.2%)
 
3_IPM-Charts-Operating Rev-4-Year-Private
Non-Operating Revenues

2-Year Public

Government Appropriations (64.1%), Non-Operating Grants (30.8%), Gifts (1.2%), Investment Income (1%), Other (2.9%)

1_IPM-Charts-Non-Operating Rev-2-Year-Public

4-Year Public

Government Appropriations (38.5%), Non-Operating Grants (18.4%), Gifts (5%), Investment Income (31.4%), Other (6.8%)

2_IPM-Charts-Non-Operating Rev-4-Year-Public

4-Year Private

Government Appropriations (0.59%), Private Gifts (11.2%), Investment Return (86.9%), Contributions from Affiliated Entities (1.3%)

3_IPM-Charts-Non-Operating Rev-4-Year-Private-1

 

Manage Costs & Streamline Operations
Expenses

2-Year Public

Public Service (1.3%), Institutional Support (16.5%), Auxiliary Enterprises (2.8%), Other Expenses and Deductions (12.6%)

1_IPM-Charts-Manage-Costs-2-Year-Public

4-Year Public

Public Service (4.7%), Institutional Support (8.4%), Auxiliary Enterprises (9.7%), Hospital Services (16.6%), Independent Operations (0.5%), Other Expenses and Deductions (6.5%)

2_IPM-Charts-Manage-Costs-4-Year-Public

4-Year Private

Public Service (1.5%), Institutional Support (12.8%), Auxiliary Enterprises (7.7%), Hospital Services (13.0%), Independent Operations (0.6%), Other Expenses (7.2%)

3_IPM-Charts-Manage-Costs-4-Year-Private-1

 

Maximize Returns of Academic Programs
Expenses

2-Year Public

Instruction (37.1%), Research (0.1%), Academic Support (8.1%), Scholarships & Fellowships (10.7%), Student Services (10.7%)

1_IPM-Charts-Manage-Returns-2-Year-Public

4-Year Public

Instruction (25.9%), Research (11.6%), Academic Support (8%), Scholarships & Fellowships (4.7%), Student Services (4.6%)

2_IPM-Charts-Manage-Returns-4-Year-Public

4-Year Private

Instruction (29%), Research (10.8%), Academic Support (8.7%), Net Grant Aid to Students (0.5%), Student Services (8%)

3_IPM-Charts-Manage-Returns-4-Year-Private

Learn More about HelioCampus

HelioCampus exists to help higher education's most forward-thinking leaders navigate today's high stakes.

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