Eastern Illinois University is an excellent university, performing strongly in multiple categories. As a result of sound planning and management, we have invested in academic programs and support programs that have enabled us to perform our mission with distinction, thereby serving the best interests of our students, faculty, staff, and the citizens of the state of Illinois. To continue to serve the public interest, we must continue to plan and wisely manage our resources. Last year we completed our strategic plan, which contains six themes to follow. The second of these themes is financial sustainability. Congruent with the discussions and conclusions with respect to that theme we are moving forward with the action of mobilizing transparent, comprehensive budgeting and planning efforts.
The first step in this process is the appointment of the Steering Committee for Program Analysis, a university-level committee that has been charged with developing an analysis that will assist the university in making budget decisions in Fiscal Year 2014 and beyond.
We operate in a fiscal environment of declining direct general revenue appropriations. In addition, pension reform holds the very real possibility of additional significant reductions in general revenue support. Although we will continue to strive to generate new revenue for our programs, I believe we must prepare for funding reductions by conducting an analysis of all university programs, so that the funds available to us from all sources will be used for maximum positive impact on our mission and strategic plan. We will need the remainder of the academic year for the university to conduct a study and analysis. The steering committee began its work this October. In the coming year the committee will consult with campus governance and leadership groups. The steering committee will provide a report to me in May, 2013. The steering committee’s membership includes representatives from shared governance groups. I intend for the committee’s process of study and analysis to be transparent, using a designated website, open meetings, and other means to communicate with the university community.
Academic and administrative programs campus-wide completed the program analysis template during the Fall 2013 semester. Completed templates are now available online.
The program analysis template is designed to guide future, university-wide budget decisions. The collected data and analysis will inform decisions on; Allocating and reallocating university resources to support academic excellence; Strengthening programs that foster sustainable enrollment; Supporting university financial sustainability; Identifying opportunities to decrease costs.
President Perry approved the committee’s proposed template for program analysis on April 25, 2013.
Online Template: https://www.eiu.edu/programanalysis/
Program analysis stems from the financial sustainability segment of the university's strategic plan. One strategic goal for financial sustainability is to "eliminate academic and administrative programs and positions that are neither financially sustainable nor academically central to our mission." The development of the program analysis template is a beginning action towards that goal. The template will help guide the administration and the Council on University Planning and Budget in assessing relevance to core mission and identifying opportunities for strengthening academic excellence.
President Perry assembles a steering committee charged with designing a template for program analysis. President Perry also establishes nine criteria which form the basic template design.
The committee begins its work by learning about program analysis initiatives at other universities and developing more detailed descriptions of each of the nine criteria. The committee also has discussions to distinguish its efforts from the strategic enrollment planning initiative.
A program is defined as any university activity that uses university resources. Program definition is tied to the university's financial statements to ensure that all areas are subject to this review. Generally speaking, Banner organizations that share the same second, third, and fourth digits in the chart of accounts will be considered as part of the same program. Further program subdivisions may be requested by the vice presidents.
The steering committee develops the metrics that will be centrally generated by the Office of Planning, Budget, and Institutional Research and the questions and prompts that will require program responses. The steering committee reviews available data sources and uses a variety of brainstorming techniques to generate an initial draft of the template.
The steering committee circulates the initial draft of the template to campus governance groups for review and feedback. Open informational sessions are also held to gather ideas for improving the template. Three or so programs pilot the draft template to help identify areas that lack clarity or need improvement. Institutional research staff advise on the practicality of collecting the data requested by the steering committee. The Planning, Budget, and Institutional Research staff and the web team develop a web interface for entering the program analysis data and narratives.
The steering committee reviews and considers the feedback received. The committee completes its work and finalizes the template design in May 2013, the deadline established by President Perry. Pending President Perry's approval of the template design, program heads will have the summer to provide the required program analysis narratives and review the data collected by Planning, Budget, and Institutional Research. Narratives and data may be revised and edited in the fall as needed.
These documents represent the standards by which program analysis will be completed, providing the template and criteria to be used in the decision-making process as well as other background information that will be employed.
If you wish to learn more about the program analysis process or to provide your own feedback, the following meeting dates represent an opportunity to do so. Of particular note are the open sessions on March 28 and April 3, which are open to any and all interested parties.
Both initiatives have stemmed from the university's strategic plan.
Strategic enrollment planning (SEP) is focused on establishing and meeting enrollment goals. SEP encompasses areas such as student demographics, employment trends, competitor comparisons, and marketing and communication.
Program analysis is focused on guiding future, university-wide budget decisions and resource allocations. The analysis takes the form of a template that provides a comprehensive overview of each program's mission, quality, finances, and opportunities.
President Perry has stated that the program analysis template will guide future decision making in four areas: allocation and reallocation of resources in support of academic excellence, strengthening programs that foster sustainable enrollment, supporting university financial sustainability, and identifying opportunities to decrease costs. The Council on University Planning and Budget (CUPB) will continue to be consulted in such future decision making.
No. Some questions may not be applicable to some programs. The template will be used by more than 300 programs across campus, so the template must cover a wide range of activities and metrics. For each section of the template, programs may comment to provide any additional data or clarifications as needed.
No. Financial, enrollment, and selected other data will be generated centrally by the Office of Planning, Budget, and Institutional Studies (PBIR). Programs will have the opportunity to review and comment on these data.
A preliminary draft of the template is being circulated for review and feedback in March. The steering committee will reconvene in April to review and consider the feedback received and finalize the template. The web interface for the template will also be developed during this time. Program heads will be able to begin entering and reviewing data in May, with preliminary responses completed by the start of the fall semester. Responses may be revised or refined as needed afterwards.
Yes. Much of the data contained in the template is already public information.
No. President Perry and Vice President Weber agreed that the steering committee was sufficiently experienced to develop the program analysis template without an external consultant.