Skip to content

Institutional Performance Management

The Blueprint for Delivering on Your Mission

Today, colleges and universities face growing pressures so extreme that they can no longer expect to deliver on their missions without major shifts. To lead through this moment, higher ed leaders need a framework that they can use to spark change and follow through with long term results within their institution’s unique cultural landscape.

The Objectives of Institutional Performance Management

Institutional Performance Management is a practice borrowed from the most successful institutions and organizations centered on integrated planning, identifying risks and opportunities, and ensuring alignment across your unique institution. Its success is grounded in ​​recognizing the interconnectedness of mission, student outcomes and financial sustainability.

bar chart graph icon

Drive Enrollment and Retention

Increase enrollments, improve student success and retention, and grow net tuition revenue.

magnifying glass with a $ icon

Manage Expenses

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

person with spokes and a yellow circle icon

Improve Learning Outcomes

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

The Questions

The Institutional Performance Management framework makes it possible for all institutions to determine the best path to deliver on their mission. These questions help illustrate the cross-functional nature of these shared objectives.

  • Are we recruiting students who will be most successful at our institution?
  • How can we break down students into sub-populations to better serve them?
  • What is the probability of hitting our desired enrollment target?
  • What kind of student movement occurs across programs, departments, and colleges?
  • How does the trend of graduating student debt differ across the student body?
  • Are departmental expenses aligned with demand and revenues?
  • Do you understand which departments contribute positive contribution margins and which ones do not so you can manage the academic portfolio?
  • Are the number of course sections offered and fill rates commensurate with course demand?
  • What percentage of faculty are meeting or exceeding their teaching requirements?
  • Is spending aligned with our mission?
  • Is assessment data easily accessible and visible to key stakeholders for review, decision-making, and improvements?
  • Can stakeholders use direct assessment data to ensure academic outcomes are being achieved?
  • Can you connect academic and administrative unit learning outcomes with institutional strategic planning goals?
  • Can you show the alignment across your mission, vision, and institutional culture to campus-wide initiatives?
  • Are stakeholders able to confidently offer data-supported insights to inform the institutional direction, decision-making, and current and new initiatives?
  • Can you support a comprehensive approach to assessment and continuous improvement in a centralized place?
  • Are we recruiting students who will be most successful at our institution?
  • What is the probability of hitting our desired enrollment target?
  • What kind of student movement occurs across programs, departments, and colleges?
  • How does the trend of graduating student debt differ across the student body?
  • Is spending aligned with our mission?
  • Are departmental expenses aligned with demand and revenues?
  • Do you understand which departments contribute positive contribution margins and which ones do not so you can manage the academic portfolio?
  • Are the number of course sections offered and fill rates commensurate with course demand?
  • What are the opportunities to consolidate course sections to reduce faculty and facilities expenses?
  • What percentage of faculty are meeting or exceeding their teaching requirements?
  • How does administrative spend compare to peer institutions?
  • Do operating results indicate the institution is living within available resources?
  • Does our enrollment mix by tuition type support our net tuition revenue goals?
  • How does our discounting strategy impact net tuition revenue over time?
  • Can you connect academic and administrative unit learning outcomes with institutional strategic planning goals?
  • Can you show the alignment across your mission, vision, and institutional culture to campus-wide initiatives?
  • Are we recruiting students who will be most successful at our institution?
  • Are we leveraging our institutional aid strategically to drive yield and retention?
  • How can we break down students into sub-populations to better serve them?
  • What is the probability of hitting our desired enrollment target?
  • Does our admissions process foster diversity and inclusion?
  • What kind of student movement occurs across programs, departments, and colleges?
  • How does the trend of graduating student debt differ across the student body?
  • Is spending aligned with our mission?
  • Are departmental expenses aligned with demand and revenues?
  • Do you understand which departments contribute positive contribution margins and which do not so you can manage the academic portfolio?
  • Are the number of course sections offered and fill rates commensurate with course demand?
  • What are the opportunities to consolidate course sections to reduce faculty and facilities expenses?
  • What percentage of faculty are meeting or exceeding their teaching requirements?
  • How does our administrative spend compare to peer institutions?
  • Do operating results indicate the institution is living within available resources?
  • What are variances in operating expenses versus prior year and budget?
  • Is assessment data easily accessible and visible to key stakeholders for review, decision-making, and improvements?
  • Can stakeholders use direct assessment data to ensure academic outcomes are being achieved?
  • Are stakeholders able to confidently offer data-supported insights to inform the institutional direction, decision-making, and current and new initiatives?
  • Can you support a comprehensive approach to assessment and continuous improvement in a centralized place?
  • Are we recruiting students who will be most successful at our institution?
  • Are we leveraging our institutional aid strategically to drive yield and retention?
  • How can we break down students into sub-populations to better serve them?
  • What is the probability of hitting our desired enrollment target?
  • Does our admissions process foster diversity and inclusion?
  • What kind of student movement occurs across programs, departments, and colleges?
  • How does the trend of graduating student debt differ across the student body?
  • Is spending aligned with our mission?
  • Are departmental expenses aligned with demand and revenues?
  • Do you understand which departments contribute positive contribution margins and which ones do not so you can manage the academic portfolio?
  • Are the number of course sections offered and fill rates commensurate with course demand?
  • What are the opportunities to consolidate course sections to reduce faculty and facilities expenses?
  • What percentage of faculty are meeting or exceeding their teaching requirements?
  • How can we measure the effectiveness of our strategic changes over time?
  • Does our enrollment mix by tuition type support our net tuition revenue goals?
  • Is assessment data easily accessible and visible to key stakeholders for review, decision-making, and improvements?
  • Can you connect academic and administrative unit learning outcomes with institutional strategic planning goals?
  • Are stakeholders able to confidently offer data-supported insights to inform the institutional direction, decision-making, and current and new initiatives?
  • Are we recruiting students who will be most successful at our institution?
  • How can we break down students into sub-populations to better serve them?
  • Does our admissions process foster diversity and inclusion?
  • Are we leveraging our institutional aid strategically to drive yield and retention?
  • What kind of student movement occurs across programs, departments, and colleges?
  • Is spending aligned with our mission?
  • How can we measure the effectiveness of our strategic changes over time?
  • Is assessment data easily accessible and visible to key stakeholders for review, decision-making, and improvements?
  • Can stakeholders use direct assessment data to ensure academic outcomes are being achieved?
  • Can you connect academic and administrative unit learning outcomes with institutional strategic planning goals?
  • Can you show the alignment across your mission, vision, and institutional culture to campus-wide initiatives?
  • Are stakeholders able to confidently offer data-supported insights to inform the institutional direction, decision-making, and current and new initiatives?
  • Can you support a comprehensive approach to assessment and continuous improvement in a centralized place?
  • Are we recruiting students who will be most successful at our institution?
  • How can we break down students into sub-populations to better serve them?
  • What is the probability of hitting our desired enrollment target?
  • What kind of student movement occurs across programs, departments, and colleges?
  • How does the trend of graduating student debt differ across the student body?
  • Are departmental expenses aligned with demand and revenues?
  • Do you understand which departments contribute positive contribution margins and which ones do not so you can manage the academic portfolio?
  • Are the number of course sections offered and fill rates commensurate with course demand?
  • What percentage of faculty are meeting or exceeding their teaching requirements?
  • Is spending aligned with our mission?
  • Is assessment data easily accessible and visible to key stakeholders for review, decision-making, and improvements?
  • Can stakeholders use direct assessment data to ensure academic outcomes are being achieved?
  • Can you connect academic and administrative unit learning outcomes with institutional strategic planning goals?
  • Can you show the alignment across your mission, vision, and institutional culture to campus-wide initiatives?
  • Are stakeholders able to confidently offer data-supported insights to inform the institutional direction, decision-making, and current and new initiatives?
  • Can you support a comprehensive approach to assessment and continuous improvement in a centralized place?
  • Are we recruiting students who will be most successful at our institution?
  • What is the probability of hitting our desired enrollment target?
  • What kind of student movement occurs across programs, departments, and colleges?
  • How does the trend of graduating student debt differ across the student body?
  • Is spending aligned with our mission?
  • Are departmental expenses aligned with demand and revenues?
  • Do you understand which departments contribute positive contribution margins and which ones do not so you can manage the academic portfolio?
  • Are the number of course sections offered and fill rates commensurate with course demand?
  • What are the opportunities to consolidate course sections to reduce faculty and facilities expenses?
  • What percentage of faculty are meeting or exceeding their teaching requirements?
  • How does administrative spend compare to peer institutions?
  • Do operating results indicate the institution is living within available resources?
  • Does our enrollment mix by tuition type support our net tuition revenue goals?
  • How does our discounting strategy impact net tuition revenue over time?
  • Can you connect academic and administrative unit learning outcomes with institutional strategic planning goals?
  • Can you show the alignment across your mission, vision, and institutional culture to campus-wide initiatives?
  • Are we recruiting students who will be most successful at our institution?
  • Are we leveraging our institutional aid strategically to drive yield and retention?
  • How can we break down students into sub-populations to better serve them?
  • What is the probability of hitting our desired enrollment target?
  • Does our admissions process foster diversity and inclusion?
  • What kind of student movement occurs across programs, departments, and colleges?
  • How does the trend of graduating student debt differ across the student body?
  • Is spending aligned with our mission?
  • Are departmental expenses aligned with demand and revenues?
  • Do you understand which departments contribute positive contribution margins and which do not so you can manage the academic portfolio?
  • Are the number of course sections offered and fill rates commensurate with course demand?
  • What are the opportunities to consolidate course sections to reduce faculty and facilities expenses?
  • What percentage of faculty are meeting or exceeding their teaching requirements?
  • How does our administrative spend compare to peer institutions?
  • Do operating results indicate the institution is living within available resources?
  • What are variances in operating expenses versus prior year and budget?
  • Is assessment data easily accessible and visible to key stakeholders for review, decision-making, and improvements?
  • Can stakeholders use direct assessment data to ensure academic outcomes are being achieved?
  • Are stakeholders able to confidently offer data-supported insights to inform the institutional direction, decision-making, and current and new initiatives?
  • Can you support a comprehensive approach to assessment and continuous improvement in a centralized place?
  • Are we recruiting students who will be most successful at our institution?
  • Are we leveraging our institutional aid strategically to drive yield and retention?
  • How can we break down students into sub-populations to better serve them?
  • What is the probability of hitting our desired enrollment target?
  • Does our admissions process foster diversity and inclusion?
  • What kind of student movement occurs across programs, departments, and colleges?
  • How does the trend of graduating student debt differ across the student body?
  • Is spending aligned with our mission?
  • Are departmental expenses aligned with demand and revenues?
  • Do you understand which departments contribute positive contribution margins and which ones do not so you can manage the academic portfolio?
  • Are the number of course sections offered and fill rates commensurate with course demand?
  • What are the opportunities to consolidate course sections to reduce faculty and facilities expenses?
  • What percentage of faculty are meeting or exceeding their teaching requirements?
  • How can we measure the effectiveness of our strategic changes over time?
  • Does our enrollment mix by tuition type support our net tuition revenue goals?
  • Is assessment data easily accessible and visible to key stakeholders for review, decision-making, and improvements?
  • Can you connect academic and administrative unit learning outcomes with institutional strategic planning goals?
  • Are stakeholders able to confidently offer data-supported insights to inform the institutional direction, decision-making, and current and new initiatives?
  • Are we recruiting students who will be most successful at our institution?
  • How can we break down students into sub-populations to better serve them?
  • Does our admissions process foster diversity and inclusion?
  • Are we leveraging our institutional aid strategically to drive yield and retention?
  • What kind of student movement occurs across programs, departments, and colleges?
  • Is spending aligned with our mission?
  • How can we measure the effectiveness of our strategic changes over time?
  • Is assessment data easily accessible and visible to key stakeholders for review, decision-making, and improvements?
  • Can stakeholders use direct assessment data to ensure academic outcomes are being achieved?
  • Can you connect academic and administrative unit learning outcomes with institutional strategic planning goals?
  • Can you show the alignment across your mission, vision, and institutional culture to campus-wide initiatives?
  • Are stakeholders able to confidently offer data-supported insights to inform the institutional direction, decision-making, and current and new initiatives?
  • Can you support a comprehensive approach to assessment and continuous improvement in a centralized place?

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

The Approach

Leverage the Institutional Performance Management framework to help you navigate whichever outcomes your institution is looking to address now and in the future.

Choose an option:

Prospect Targeting Screenshot_IPM

 

Yield Modeling Screenshot_IPM

 

Financial Aid Screenshot_IPM

 

Retention Analysis_IPM dashboard screenshot 1 (1)

 

Choose an option:

Financial-Modeling-2-600x400

 

Benchmarking Homepage (Better Version) - EDITED 1

 

New Workforce Insights Screenshot

 

Academic Department Segmentation_IPM 1

Faculty Utilization_IPM

Choose an option:

Assessment Accreditation Self Study Screenshot

 

Assessment SLO Screenshot-1

 

Assessment_Course Evaluations

 

Choose an option:
Improve Student Success
Enrollment Forecasting

Prospect Targeting Screenshot_IPM

 

Yield Modeling

Yield Modeling Screenshot_IPM

 

Optimizing Financial Aid

Financial Aid Screenshot_IPM

 

Retention Analyses

Retention Analysis_IPM dashboard screenshot 1 (1)

 

Manage Expenses
Multi Year Financial Planning

Financial-Modeling-2-600x400

 

Labor Benchmarking

Benchmarking Homepage (Better Version) - EDITED 1

 

Workforce Planning

New Workforce Insights Screenshot

 

Contribution Margin Analysis

Academic Department Segmentation_IPM 1

Course & Instructor Utilization

Faculty Utilization_IPM

Improve Learning Outcomes
Accreditation Support

Assessment Accreditation Self Study Screenshot

 

Outcomes Assessment

Assessment SLO Screenshot-1

 

Course Evaluations

Assessment_Course Evaluations

 

Request a Demo

HelioCampus enables you to get answers to pressing questions impacting student success and campus operations. Let us work with you to integrate your core systems, build a secure data platform, and visualize yet-to-be-uncovered data insights.

Request a Demo