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Measurement Handbook

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This draft document, entitled: "Taking the Performance Test: Implementing Administrative Measures in Higher Education," is the product of a four author team collaborating during the first phase of the UC Partnership for Performance initiative. The "measurement handbook" is produced for University business and administrative units invested in performance measurement and improvement efforts. The four authors are:

  • James Cortada, IBM Consulting
  • Kristine Hafner, Director, Business Initiatives, University of California Office of the President
  • Richard Katz, Vice-President, CAUSE
  • Laura Long, Special Assistant to the Vice Chancellor, Business Affairs, University of California San Diego.

A draft work in progress, this document captures some of the lessons learned throughout the UC Partnership for Performance initiative to date. It also discusses a broad range of measurement related topics, some conceptual in nature, others applied.  

Chapter 1 builds the case for why a university, college or community college should focus on performance measurement -- which can help realize a vision and establish an institution's competitive advantage.

Chapter 2 demonstrates the value of having a performance architecture that is a fundamental component of the institution’s management and governance systems.

Chapter 3 describes the applicability to higher education of the balanced scorecard model of performance measurement developed by Kaplan and Norton.

Chapter 4 describes how to place performance measurement into the broader context of institutional goals and strategies. It offers suggestions for how to develop a vision, mission and goals, and how to use performance indicators and measures to track progress.

Chapter 5 reviews the different types and categories of quantitative measures of performance.

Chapter 6 focuses on qualitative measures: how to gather information in support of qualitative measurement requirements (e.g., interviews, focus groups, and surveys), how to gather and use customer satisfaction data, and how to use organizational climate assessment information.

Chapter 7 discusses how to collect data for measurements, how to turn these efforts into effective ongoing processes, and how to assess the quality of resulting information.

Chapter 8 reviews a common approach to benchmarking, a tool for assessing performance and identifying best practices.

Chapter 9 focuses on two primary topics: (1) the Malcolm Baldrige National Quality Award criteria and how it can be applied to higher education; (2) how to launch an institution-wide measurement program and how to sustain it over time.

Chapter 10 is a selection of interesting readings and sources on the topic of measurement.  

The authors are in the process of revising and expanding this handbook. Revisions to the above will be posted as they become available. The illustrations referred to within the text will also be posted to this website as they become available in final form. Our thanks to Gene Barone of IBM, Madison, Wisconsin, for producing these illustrations.

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Last modified: May 10, 1999