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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.

Illustration of orange, yellow, and black arrows pointing up and to the right with a woman pointing in the same direction.

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?
Illustration of a woman putting a dollar sign in a birdcage.
Illustration of a woman climbing stairs and reaching the top with a flag in hand.

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.

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 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.

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

 

Skills Recognition_IPM Screenshot

 

Choose an option:
Drive Enrollment
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

 

Skills Recognition

Skills Recognition_IPM Screenshot

 

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