Program and Unit Planning & Assessment

Program and Unit Planning & Assessment supports a structured, repeatable process for evaluating effectiveness, documenting improvement, and supporting data-informed decision making across academic programs and administrative units.

Through this process, institutions can:

• Define and document missions, goals, and outcomes
• Align program and unit planning with institutional priorities
• Collect and evaluate assessment evidence
• Track progress over time and close the assessment loop
• Support program review, accreditation, and continuous improvement

The system is designed to work across multiple cycles, allowing institutions to plan, assess, and review programs and units in a consistent and transparent way while still accommodating local practices and disciplinary differences.

Getting started

Program and Unit Planning & Assessment is organized around a planning matrix and one or more assessment cycles. Before contributors begin entering program or unit information, an initial setup process is required.

To get started:

• Create a planning matrix template
• Import list of programs or units
• Create a Matrix assessment for this cycle
  • Assign programs and units to the Matrix assessment
  • Assign reviewers
• For each program or unit assessment, assign contributors who will submit program or unit information

Once setup is complete, contributors can begin entering data, reviewers can evaluate submissions, and the institution can track progress throughout the assessment cycle.