Management Information:Management Information:Key to Strategic PlanningKey to Strategic Planning

Senior Leadership RetreatSenior Leadership Retreatpresented by presented by

Carol Livingstone Carol Livingstone Division of Management InformationDivision of Management Information

livngstn@uiuc.edulivngstn@uiuc.edu333-3551333-3551

With standard web & paper With standard web & paper reportsreports

With custom reportsWith custom reports

With advice on where to find With advice on where to find and and how to use how to use management datamanagement data

How can we help you?How can we help you?

To better manage your unitTo better manage your unit

To know what others know To know what others know about youabout you

To respond to inquiriesTo respond to inquiries

To avoid reinventing the To avoid reinventing the wheelwheel

Why be data-savvy?Why be data-savvy?

““The new source of power The new source of power is not more money into the is not more money into the hands of the few, but more hands of the few, but more information into the hands information into the hands of many.”of many.”

--- John Naisbitt --- John Naisbitt

http://www.dmi.uiuc.eduhttp://www.dmi.uiuc.edu

Set a bookmark today:Set a bookmark today:

http://www.dmi.uiuc.eduhttp://www.dmi.uiuc.edu

UIUC Campus ProfileUIUC Campus Profile

Budgets & Budgets & expendituresexpenditures

FTE and headcount FTE and headcount staffstaff

Student enrollmentStudent enrollment

Course enrollments Course enrollments & IUs& IUs

much, much more!much, much more!

Ten years of data summarized Ten years of data summarized by by

department, college, and department, college, and campus:campus:

UIUC Campus Profile -- UIUC Campus Profile -- UsesUses

Compare your unit to Compare your unit to similar similar

units on campus units on campus

Look at your unit over Look at your unit over timetime

Note: Standard and Strategic Note: Standard and Strategic ProfilesProfiles

UIUC Campus ProfileUIUC Campus Profile Types of Types of Reports AvailableReports Available

Standard: 627 standard items for Standard: 627 standard items for one unit one unit in HTML formatin HTML format

Customized: Customized: • select from 355 units select from 355 units • select from 585 itemsselect from 585 items• select from 2 formats: select from 2 formats: HTML/ExcelHTML/Excel• select order for yearsselect order for years

Campus Profile Campus Profile “tricks of the trade”“tricks of the trade”

Each item number is a link to the Each item number is a link to the glossaryglossary

Back key allows you to modify Back key allows you to modify report specs report specs

Excel allows easy data analysis & Excel allows easy data analysis & graphinggraphing

Campus Profile Campus Profile DrilldownsDrilldownsAny data item that appears to be a Any data item that appears to be a link is drillablelink is drillable

FTE: get staff lists with FTE: get staff lists with appointment infoappointment info

Expenditures: see details by fund Expenditures: see details by fund and accountand account

Students/degrees: counts by Students/degrees: counts by student program, breakouts by student program, breakouts by gender, race/ethnic, residencygender, race/ethnic, residency

IUs: breakout by section and IUs: breakout by section and instructorinstructor

Strategic Profiles-Strategic Profiles-New in New in FA07FA071.1. Provost decided on a standard Provost decided on a standard

set of metrics for campus goalsset of metrics for campus goals

2.2. Colleges and provost decided Colleges and provost decided on college-specific goals and on college-specific goals and metricsmetrics

3.3. Colleges entered their data Colleges entered their data into Profileinto Profile

4.4. Strategic Profiles for each Strategic Profiles for each college are available through college are available through the Profile web sitethe Profile web site

Information Resources Information Resources for Managing thefor Managing the

Instructional MissionInstructional Mission

Sections, IUs, Instructors by Sections, IUs, Instructors by “Offering” department “Offering” department “Paying” department “Paying” department

“Controlling” department“Controlling” department Data back to Fall, 1987Data back to Fall, 1987 Deals correctly with Deals correctly with renumberings, crosslistings, renumberings, crosslistings, new subject namesnew subject names

Course Information Course Information SystemSystem

Course Information System

Example Reports All courses one yearAll courses one year

All years for one courseAll years for one course

Selected courses and selected Selected courses and selected termsterms

All courses, all years for one All courses, all years for one faculty memberfaculty member

Six – Ten reports Six – Ten reports

Anomaly reportsAnomaly reports

Other Information Other Information Resources for Managing Resources for Managing

thetheInstructional MissionInstructional Mission

““Official” 10-day Official” 10-day enrollmentsenrollments

Student Enrollment Student Enrollment ReportsReports

Consolidated class rostersConsolidated class rosters

Section Instructor List/ Section Instructor List/ dept rostersdept rosters

Information Resources for Information Resources for Managing your Students & Managing your Students &

Tuition RevenueTuition RevenueTuition, Waiver, and Tuition, Waiver, and

Appointments SystemAppointments SystemTuition charges and waivers for Tuition charges and waivers for

undergrads & grad students undergrads & grad students

enrolled in your unit by term. enrolled in your unit by term.

Includes residency, tuition Includes residency, tuition

schedule, range for each studentschedule, range for each student

Excel and HTML outputExcel and HTML output

Who’s Who at the UI:Who’s Who at the UI:Departments and Executive Officers

All depts in UrbanaAll depts in Urbana Unit heads & Unit heads &

contactscontacts Staff directoriesStaff directories URLs of each unitURLs of each unit

Information Resources for Information Resources for Managing the Research Managing the Research

MissionMission

Proposal Data SystemAll proposals submitted for All proposals submitted for

grants/contracts grants/contracts

1996 to present. 1996 to present. By principal investigatorBy principal investigator By sponsor/agencyBy sponsor/agency By dept or collegeBy dept or college

Information Resources for Information Resources for “Managing” Your Faculty“Managing” Your Faculty

Campus ProfileCampus ProfileCourse Information System: Course Information System:

Teaching historiesTeaching histories

Activity Reporting System: Activity Reporting System: Appointments and payment Appointments and payment

summaries from FY89, summaries from FY89,

cost sharing commitmentscost sharing commitments

Other Information Other Information ResourcesResources

Available to UnitsAvailable to Units BannerBanner Decision Support:Decision Support: Eddie/Business ObjectsEddie/Business Objects

Standard reportsStandard reports Point & click report Point & click report

generationgeneration Enterprise Data Warehouse Enterprise Data Warehouse

(EDW)(EDW)

(for programmers)(for programmers)

A Note on Data QualityA Note on Data Quality

Garbage in Garbage in Garbage out Garbage out

The data we work with The data we work with

originates in the departments. originates in the departments.

Please make sure your staff Please make sure your staff

know it’s important to take the know it’s important to take the

time to enter data correctly. time to enter data correctly.

A Note on Data SecurityA Note on Data Security

As EO, you are responsible for As EO, you are responsible for

the uses of data in your unit. the uses of data in your unit.

Make sure your staff know and Make sure your staff know and

obey the policies and laws on obey the policies and laws on

data privacy, especially with data privacy, especially with

student data (FERPA)student data (FERPA)

Towards a Towards a Data-driven Decision-Making Data-driven Decision-Making

CultureCulture

More and more, decisions on More and more, decisions on

campus are driven by data. Take campus are driven by data. Take

the time to understand the rich the time to understand the rich

sources of data you have sources of data you have

available and use them !!!available and use them !!!

Let Management Information Let Management Information HelpHelp

Call (333-3551) or email (Call (333-3551) or email (

dmi@uiuc.edu) Navigation through our siteNavigation through our siteUnderstanding the dataUnderstanding the dataWhere to find dataWhere to find dataSpecial reports neededSpecial reports needed

--- Mae --- Mae

WestWest

““One One figure figure

sometimes sometimes adds up to adds up to

a lot”a lot”

--- Mae --- Mae

WestWest

(Shameless promotion)(Shameless promotion)

Hands-on session:Hands-on session:Data-Savvy Department Data-Savvy Department

HeadsHeads

How to use Campus Profile How to use Campus Profile and other DMI dataand other DMI data

Dec. 5, 8(advanced) & 12, Dec. 5, 8(advanced) & 12, 8:30-10:308:30-10:30

Questions??

Questions??

Web Systems in Place

•UIUC Campus Profile •Activity Reporting System •Tuition Assessment/Waiver/Appt Reports

•UIUC Departments & Executive Officers

•Student Enrollment Reports •Course information system •Section Instructor List•Proposal Data System