benchmarking nov 3

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    Sarah L. Collie, Ph. D.

    Office of the Vice President for Management and Budget

    University of Virginia

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    Are these examples of benchmarking?` A colleague at University of Wisconsin Madison has inquired

    about our VP Research structure, which includes research andgraduate studies. UWM is looking at new models and would like

    to talk to someone at U.Va. in VPR to learn more. UWM hasalready talked with Penn State.

    ` A survey of all University departments asking about each unitsrecord retention and destruction practices.

    ` U.Va.s Board of Visitors reviews the Universitys performanceon a set of predefined measures on an annual basis and comparesagainst the performance of 4 public institutions and 4 private

    institutions.

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    Benchmarking has different meanings.Comparative/Scorecard: How do we measure up?

    A standard or reference by which others can be measured orjudged

    Websters Dictionary

    Process/Best Practices: Benchmarking forImprovement

    Benchmarking means finding out who is the best in an area,studying how they work, and adopting the best practices thatare suitable to your own organization.

    Dew, J. & Nearing, M (2004), Continuous Quality Improvement in Higher Education

    Two approaches can/should complement one

    another.3

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    Scorecard Example

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    1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009

    Berkeley

    Michigan

    Virginia

    UCLA

    UNC

    Vanderbilt

    Cornell

    Penn

    US NewsOverall Undergraduate Rank

    Duke

    Peer Mean

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    Turning Surveys Into Reforms, Inside Higher Ed Article, 10/26/09

    [The largest challenge facing NSSE is finding ways to be sure that campuses

    actually use the results not just administer the survey.] S. Ikenberry, formerpresident of ACE

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    90

    100

    2000 2002 2005 2008

    National Survey of Student Engagement Benchmarks

    UVA 4th-Year

    AAUDE 4th-Year

    Student-Faculty Interaction

    UVA 1st-Year

    AAUDE 1st-Year

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    Basic Benchmarking Methodology

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    ACT

    Action Plan Implementation and Measure

    ANALYZE

    Data Collection Gap Analysis

    PLAN

    Decide What to Benchmark;Examine Own Processes

    Identify Who to Benchmark

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    PLAN

    1. What to benchmark

    y Identify critical processesy Collect internal data for comparison how measure

    performance; Understand strengths and weaknesses ofcurrent process

    2. Who to benchmarky Internal Units - comparison within an institutiony Other Colleges and Universities comparison

    across institutionsy Functional Comparisons - across diverse settings -

    higher education, corporate, industry, etc.y Best in Classcompare with exceptional performers

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    ANALYZE

    3. Collect data Collect comparative data qualitative/quantitative Calls, surveys, site visits, interviews, review of websites Systematic collection

    4. Analyze data Gap between performance - Are others better? Why are they

    better ?

    New strategies/practices for adoption -What practices could weadapt and adopt?

    ACT

    5. Implement improvements Action plan for change Implement changes Measure results for effectiveness

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    ExamplesBenchmarking at U.Va.

    y Records Management

    y Interactions with Prospective Undergraduates

    y Embedded in unit operations

    Other Unique Institutional Approaches

    y Missouri State University - Identified a set of 11 Benchmark Institutions.Purposes: 1) to provide a group that can be used as benchmarks whencomparing public performance measures; 2) to identify and analyze "best

    practices" that would make Missouri State more effective and/or efficient; and3) to analyze salary levels as one component toward identifying salary goals forMissouri State University.http://www.missouristate.edu/President/benchmark.htm

    y Carleton University, http://www.carleton.ca/qualityinitiatives/index.html

    The Office of Quality Initiatives reports into the Office of InstitutionalResearch and Planning. Establishes Benchmarking Teams to identify andunderstand the best practices in work processes, in order to improve our ability

    to deliver services at Carleton University.

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    http://www.missouristate.edu/President/benchmark.htmhttp://www.carleton.ca/qualityinitiatives/index.htmlhttp://www.carleton.ca/qualityinitiatives/index.htmlhttp://www.missouristate.edu/President/benchmark.htm
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    Benchmarking Considerations

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    BenchmarkingEffort

    Formality

    Scope

    (Numberand

    Process)

    Time

    Resources

    Type ofdata

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    Resources(in addition to content specific professional associations)

    y NCCI National Consortium for Continuous Improvement in HigherEducation

    www.ncci-cu.org/

    Catalyst for h.ed. institutions to work collaboratively across institutions toemploy effective methods for advancing academic and administrativeexcellence

    y Higher Education Consortia www.highereducationconsortia.com/

    To deliver information that supports and helps to facilitate cooperativeendeavors in h.ed.

    y NACUBO National Association of College and University BusinessOfficers, http://www.nacubo.org/ (Examples: Student FinancialServices, Endowment)

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    http://www.ncci-cu.org/http://www.highereducationconsortia.com/http://www.nacubo.org/http://www.nacubo.org/http://www.highereducationconsortia.com/http://www.ncci-cu.org/
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    y Academic Quality Improvement Program,

    http://www.aqip.org/Innovation Exchange searchable database of innovative practices

    y The Advisory Board, http://www.advisoryboardcompany.com/

    The Advisory Board is a best practice research firm serving a

    membership of more than 2,500 of the nation's leading hospitalsand academic medical centers, colleges and universities. Our

    staff of 950 conducts extensive research and produces 55 major

    best practice studies and more than 10,000 customized researchreports for our members each year.

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    http://www.aqip.org/http://www.advisoryboardcompany.com/http://www.advisoryboardcompany.com/http://www.aqip.org/
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    Benchmarking isy Intentionaly Deliberatey Plannedy Action-orientedy Results in change - adapt and adopt for improvementy Ongoing and continuous

    Benchmarking Tipsy Commit adequate time and resources to plan and execute

    y Involve the right people

    y

    Select good benchmarking partnersy Dont limit to organizations that you consider to be superior or those that appear to

    be most similar.

    y Collect relevant data

    y

    Keep an open mind

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    Concluding Thoughts