The New Performance Agreement

Model

June 13, 2012jredeker@ksbor.org

KBOR Data Conference

Performance Agreements In 1999, the Kansas legislature adopted

74-3202d Statute established performance

agreements for public higher education institutions

Performance Agreements Statute gave Regents authority to: review and approve agreements provide technical assistance to institutions

to develop, implement & revise agreements annually determine the amount of new

state funds awarded (if new state funds are allocated by the Legislature)

Foresight 2020 In 2010, the Kansas Board of Regents

adopted Foresight 2020 Ten year strategic plan Plan sets achievement goals that are

measurable, reportable, and ensures the state’s higher education system meets Kansans’ expectations

Foresight 2020 Goals Align Systems and Institutions Increase Participation Improve Retention and Graduation Rates Enhance Student Success Align with Kansas Workforce Needs Ensure State University Excellence

Aligning Performance Agreements and Foresight 2020

In February of 2012, the Regents adopted a new model that aligns performance agreements with Foresight 2020

Performance Agreement Model

Misconceptions About New Model

Performance agreement reporting IS NOT Foresight 2020 reporting

Institutions, not Regents, choose indicators and set targets

Model for Community Colleges and Technical Colleges

Four sector-specific indicators

Three institution-specific indicators

Model for Community Colleges & Technical Colleges

Sector-Specific Indicators were chosen by the community and technical colleges

1. Increase Distance Education 2. Increase Completion/Transfer 3. Increase Success in Initial College-

level Writing Course 4. Increase STEM Completion/Transfer

Model for Community Colleges & Technical Colleges

Institution-Specific Indicators develop three indicators specific to the

institution and which support Foresight 2020

Model for Universities

Sector-specific indicators (two required, third is optional)

Five institution-specific indicators (required)

Model for Universities

Sector-Specific Indicators were chosen by the universities

1. Increase Student Success/Student Learning 2. Increase Diversity 3. Increase Research/Entrepreneurship/

Commercialization 4. Increase STEM Graduates

Model for Universities

Sector-Specific Indicators Institutions will have two or three sector-

specific indicators Include at least one, and up to two,

indicators chosen from Indicators 1, 2 or 3 Indicator 4 is required

Model for Universities

Institution-Specific Indicators Universities required to develop five

indicators specific to the institution and which support Foresight 2020

one of the five indicators must address Foresight 2020 Goal 6

Getting Started

Use a team approach to draft agreement Though one person often writes the

agreement, input about the indicators should be broad-based

Create buy-in across campus Tailor indicators to fit institutional mission

and purpose

Performance Agreement Form for Community and Technical Colleges

 Two Year Institution Name Here  Performance Agreement 2013-2015Contact Person: Phone and email:

Date:

2 Yr Institution Name Here Foresight

Goals 3yr History 2013 2014 2015 OutcomeTarget Actual  Target Actual  Target Actual 

insert distance education indicator here      

               

                                   

                 

insert transfer/completion indicator here        

               

                                   

                 

insert college level writing indicator here       

               

                                   

                 

insert STEM indicator here       

               

                                   

                 

insert institutional indicator here       

               

                                   

                 

insert institutional indicator here       

               

                                   

                 

insert institutional indicator here       

               

                                   

                   

**Once form is completed, it must fit on one page***

Using Form

At top of the form, fill out institution name, contact person, contact name and email and date

Place cursor inside each gray box and begin typing

Indicators should be objective, quantifiable, and measurable

Using Form

Indicator 1 Increasing distance education Choose a specific distance education

indicator for institution Indicate which Foresight 2020 goal or

goals this indicator supports

Using Form

Fill out the three-year history section – include numerator and denominator if history is expressed as a percent

If there is not a history, put N/A

Using Form

Fill out targets for 2013, 2014 and 2015 Include numerator and denominator if

targets are expressed as a percent Targets should be expressed in a

percentage or numerical form Outcome section is for reporting on

performance so will be blank

Using Form Indicators involving students may be

disaggregate by sub-population Make sure chosen population is not too

small Institutions may disaggregate other

indicators as appropriate Follow the same process for the remaining

sector-specific indicators

Using Form Indicator 2 Increase Completion/Transfer

•Institution selects population or sub-population to measure •Institution decides whether to measure completion, transfer, or both

Using Form Indicator 3 Increase Success in Initial

College-Level Writing •Institution selects population or sub-population to measure •Institution selects measurement instrument and/or method

Using Form Indicator 4 Increase STEM Completion/

Transfer•Institution determines how to define STEM and what programs to include •Institution selects population or sub-population to measure •Institution decides whether to measure completion, transfer, or both

Using Form

Indicators 5, 6 and 7 The three institution-specific indicators

should support Foresight 2020 Indicators should support institution’s

mission in addition to supporting Foresight 2020

Performance Agreement Form for Universities

 University Name Here  Performance Agreement 2013-2015Contact Person: Phone and email:

Date:

University Name Here Foresight Goals 3yr History 2013 2014 2015 Outcome

Target Actual  Target Actual  Target Actual 

insert required sector-specific indicator here        

               

                                   

                 insert optional sector-specific  indicator here if chosen; leave blank otherwise 

                    

                                   

                 insert required Increasing STEM graduates sector-specific  indicator here  

                    

                                   

                 insert institution-specific indicator here; it must support Foresight 2020 Goal 6

6               

                                   

                 

insert institution-specific indicator here      

               

                                   

                 

insert institution-specific indicator here      

               

                                   

                 

insert institution-specific indicator here      

               

                                   

                 

insert institution-specific indicator here      

               

                                   

                   

**Once form is completed it must fit on one page***

Using Form

At top of the form fill out institution name, contact person, contact name and email and date

Place cursor inside each gray box and begin typing

Indicators should be objective, quantifiable, and measurable

Using Form

Indicator 1 (required) Indicator must address the topic of student

success/learning, diversity or research/ commercialization/entrepreneurship

Within that framework, institution selects population, sub-population, program, topic or area, (etc.) to measure

Using Form

Indicate which Foresight 2020 goal or goals this indicator supports

Fill out the three-year history section – include numerator and denominator if history is expressed as a percent

If there is not a history, put N/A

Using Form

Fill out targets for 2013, 2014 and 2015 Include numerator and denominator if

targets are expressed as a percent Targets should be expressed in a

percentage or numerical form Outcome section is for reporting on

performance so will be blank

Using Form Indicators involving students may be

disaggregate by sub-population Make sure chosen population is not too

small Institutions may disaggregate other

indicators as appropriate Follow the same process for the remaining

indicators

Using Form

Indicator 2 is optional If selected, indicator must address topic of

student success/learning, diversity or research/commercialization/ entrepreneurship

Topic chosen must differ from the topic chosen in Indicator 1

Using Form

If an institution does not choose indicator 2, Board staff will delete this section and renumber the indicators once the draft agreement is submitted

Using Form Indicator 3 Increase STEM Graduates

•Institution determines how to define STEM and what programs to include •Institution selects population or sub-population to measure •Indicator is required

Using Form

Indicator 4 is institution specific, but must address Foresight 2020 Goal 6 Indicators should support institution’s

mission in addition to supporting Foresight 2020 Goal 6

Indicator is required

Using Form

Indicators 5, 6 7 and 8 are institution- specific

Indicators are required They should support Foresight 2020 Indicators should also support institution’s

mission

Developing Narrative

Using Narrative Template

Keep audience in mind• Regents• Trustees (technical & community colleges)• Legislators • Campus community members

Some may have limited knowledge of higher education

Using Narrative Template

Be clear and concise Limit to narrative for each indicator to one

paragraph Limit the total narrative to two pages Explain acronyms and avoid jargon Use 11 or 12 point font and ½ to 1 inch

margins

Using Narrative Template

Include the following elements in the narrative• Description of indicator, including the data

collected• Rationale for selecting indicator• How indicator will be accomplished

Tips on Narrative

Keep a notebook detailing how the data was collected, who collected it and what elements were included

This will ensure the same elements are included in the measurement from year to year

Common Questions

Common Questions

Q. Why are agreements on a three-year cycle?

A. The statute specifies that agreements must be renewed at least every three years

Common Questions

Q. Why are agreements on a calendar year instead of an academic year?

A. Using an academic year would cause a six month delay in an institution’s ability to access new funds

Comparison of Calendar vs. Academic Year

Calendar Year Reports due March 1 BAASC reviews in April

and May Board approval June Funding distributed in July

Academic Year Reports due September 1 BAASC reviews in October

and November Board approval December Funding distributed in January

Common Questions

Q. Can we pull data from KSPSD for the agreement?

A. KBOR is implementing a new Business Intelligence tool, which will be demonstrated at the June KBOR data conference. Full implementation is estimated in Spring or Summer of 2013.

Common Questions – 2yr sector only

Q. How do Perkins core indicators of performance relate to performance agreements?

A. Performance on Perkins core indicators affect the awarding of Perkins funding. Institutions are not required to incorporate Perkins core indicators into their performance agreements, but may choose to do so.

Common Questions – 2yr sector only

Q. How do Outcome Metrics relate to performance agreements?

A. The goal of outcome metrics is to determine program eligibility for tiered and nontiered state funding. Institutions are not required to incorporate outcome metrics into their performance agreements, but may choose to do so.

Thank you!