Institutional Performance Management
The Blueprint for Delivering on Your Mission
Institutional Performance Management is a discipline borrowed from the most successful institutions and organizations centered on integrated planning, identifying risks and opportunities, and ensuring alignment across your institution.
The Discipline
Institutional Performance Management provides a methodological approach to answering critical questions using data. Its success is grounded in recognizing the interconnectedness of mission, student outcomes and financial sustainability.
Drive enrollment and retention
Increase enrollments, improve student success and retention, and grow net tuition revenue. Help cross functional stakeholders answer these core questions with the right data:
- Are we recruiting students who will be most successful at our institution?
- How can we categorize 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 we leveraging our institutional aid strategically to drive yield and retention?
- Does our admissions process foster diversity and inclusion?
Manage expenses
Control costs in alignment with multi-year financial modeling that tracks to financial sustainability. Everyone at the institution plays a role in understanding:
- 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?
- How does administrative spend compare to peer institutions?
- Do operating results indicate the institution is living within available resources?
- How does our discounting strategy impact net tuition revenue over time?
Improve learning outcomes
Prepare students to be successful in today's workforce, and facilitate a seamless accreditation process. Feel confident in answering questions like:
- 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 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?
The Financial Levers
Navigate the interconnectedness of mission, student outcomes, and financial sustainability by exploring financial levels. 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.
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2-Year Public
Tuition & Fees (48.8%), Grants & Contracts (39.5%), Auxiliary Enterprises (9.2%), Other Revenues (6.4%)
4-Year Public
Tuition & Fees (30.8%), Grants & Contracts (23.4%), Auxiliary Enterprises (8%), Sales & Services of Hospitals (26.6%), Other Revenues (11.2%)
4-Year Private
2-Year Public
Government Appropriations (64.1%), Non-Operating Grants (30.8%), Gifts (1.2%), Investment Income (1%), Other (2.9%)
4-Year Public
Government Appropriations (38.5%), Non-Operating Grants (18.4%), Gifts (5%), Investment Income (31.4%), Other (6.8%)
4-Year Private
Government Appropriations (0.59%), Private Gifts (11.2%), Investment Return (86.9%), Contributions from Affiliated Entities (1.3%)
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2-Year Public
Public Service (1.3%), Institutional Support (16.5%), Auxiliary Enterprises (2.8%), Other Expenses and Deductions (12.6%)
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%)
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%)
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2-Year Public
Instruction (37.1%), Research (0.1%), Academic Support (8.1%), Scholarships & Fellowships (10.7%), Student Services (10.7%)
4-Year Public
Instruction (25.9%), Research (11.6%), Academic Support (8%), Scholarships & Fellowships (4.7%), Student Services (4.6%)
4-Year Private
Instruction (29%), Research (10.8%), Academic Support (8.7%), Net Grant Aid to Students (0.5%), Student Services (8%)
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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%)
4-Year Public
Tuition & Fees (30.8%), Grants & Contracts (23.4%), Auxiliary Enterprises (8%), Sales & Services of Hospitals (26.6%), Other Revenues (11.2%)
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%)
4-Year Public
Government Appropriations (38.5%), Non-Operating Grants (18.4%), Gifts (5%), Investment Income (31.4%), Other (6.8%)
4-Year Private
Government Appropriations (0.59%), Private Gifts (11.2%), Investment Return (86.9%), Contributions from Affiliated Entities (1.3%)
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%)
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%)
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%)
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%)
4-Year Public
Instruction (25.9%), Research (11.6%), Academic Support (8%), Scholarships & Fellowships (4.7%), Student Services (4.6%)
4-Year Private
Instruction (29%), Research (10.8%), Academic Support (8.7%), Net Grant Aid to Students (0.5%), Student Services (8%)
The Approach
Leverage Institutional Performance Management practices for a methodological approach to solving your top challenges with data-informed outcomes. From yield modeling and optimizing financial aid to labor benchmarking and streamlining assessment processes, Institutional Performance Management has a blueprint you can use.
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Drive Enrollment
Enrollment Forecasting
Yield Modeling
Optimizing Financial Aid
Retention Analyses
Manage Expenses
Multi Year Financial Planning
Labor Benchmarking
Workforce Planning
Contribution Margin Analysis
Course & Instructor Utilization
Improve Learning Outcomes
Accreditation Support
Outcomes Assessment
Course Evaluations
Skills Recognition