Insights Report

The Strategic Plan module contains an Insights Report section showing outcome progress for outcomes aligned to strategic goals, and tactic update progress.

The 2020–2025 Strategic Plan insights page showing filters for academic year and priorities, and an outcome‑progress panel listing strategic goals with progress bars labeled Not Started, In Progress, Met, and Not Met.

The report provides a graphical representation of outcome progress for the aligned strategic goals and can be filtered by the academic year, in addition to goals within specific strategic priorities.

As an administrator, you can drill down into the Strategic Goals and view which organizational outcomes are aligned and view how those are performing. Each strategic goal has four possible statuses: Not Started, In Progress, Met, and Not Met. You can click on a status on the bar chart and see the mapped outcomes for reach status.

You can also click on each area on the horizontal bar to view the outcomes for a status. Each status can be viewed separately. For each outcome, there is an associated report which includes the assessment details of the outcome for a particular reporting year, including measures, results, actions, and status for that outcome.

The Improve Knowledge page showing a table of outcomes aligned by organization with columns for organization, outcome, lead, and a Report button for each row.

From the Insights tab, you can also view tactic progress updates by academic years and strategic priority. The report allows you to drill into the details of tactics with progress updates. From here, you can also Export Progress Updates.

The Tactic Progress Updates by Reporting Period panel showing a table of goal tactics with assigned‑organization, lead, and update‑date columns, along with an Export Progress Updates button.

An HTML report will be generated as per the selected academic year and priorities.

The Tactic Progress Updates panel showing progress updates for Academic Year 2021–2022 with tactic sections listing status labels, completion percentages, dated update entries with descriptive text, and attached‑file buttons.

You can review the progress updates added for a particular reporting year so that they can be reviewed all at once. Click a specific update date to view the tactic updates and download any associated evidence.

The Build an Online Library panel showing a complete‑status label, a 100% complete indicator, and dated progress‑update entries with descriptive text and attached‑file buttons.

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