Strategic Planning

  • Creating a Strategic Plan

      A strategic plan administrator has the ability to create a strategic plan that contains the institution's strategic priorities and goals, aligns goals to learning and success outcomes, and the ability to run insight reports to demonstrate this alignment.    As an administrator, you have the ability to click on Strategic Plan in the side menu on the homepage. Once on t...

  • Customizing Terminology in Strategic Plans

    As an administrator, you can customize Strategic Planning terminology by renaming the two object labels: Strategic Priority Strategic Goals Changing one or both terms to align with the terminology used on campus can be completed by following the steps below.    On the left hand side of your Planning and Self-Study account, click on Admin.      Click Configuration Set...

  • Adding Tactics to Strategic Goals

      Administrators can add Tactics to Strategic Goals within a Strategic Plan. A Tactic can be an action item, a trend, or a combination thereof, that shows progress on the Strategic Plan.   To add Tactics, click on Manage Strategic Plan. Click to expand the Strategic Goal. Click Add Tactic. After clicking Add Tactic, a side panel will appear on the right hand sid...

  • Assigning Tactics to Organizations

    Administrators can assign the added Tactics to Organizations, allowing for collaboration with department, office, or other unit leads at the institution. Once they are assigned, leads will be able to update the status of an assigned tactic as well as provide updates on their progress. To do so, they can open an existing tactic and edit it or assign it at the point a new...

  • Leads Accessing Assigned Tactics and Updating Progress

    If you're a lead, you've either received an email notification letting you know that a tactic has been assigned to you in a Strategic Plan, or you are accessing your assigned tactic from your homepage.    Leads will see the assigned tactic in the Strategic Plan available to them on the Organization Card of the homepage. The tactic will be available under the Strategic G...

  • Administrator View of Strategic Plan Progress & Export Options

      Administrators can view the Updates added by Leads on their end of a Strategic Plan. They can view the added Evidences to each Narrative.    To view the progress updates, click Manage Strategic Plan.     Under Plan Overview, expand the Strategic Goal you want to view,   Click on the tactic link.    You'll be able to view the tactic status, progress update and any ev...

  • Connecting Strategic Plan Goals to ILOs and IPGs

    There are two ways to map outcomes to Strategic Goals. One is where administrators do the mapping from within a central location, and the other is where the plan is published to your organization and leads from the organizations can go in and do this mapping themselves.   As an administrator, there is a centralized mapping experience from within the Strategic Plan. Go t...

  • 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 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 admini...