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:

1. Create a planning matrix template
2. Import list of programs or units
3. (Optional) Import existing plans, goals and more
4. Create a Matrix assessment for this cycle
   • Assign programs and units to the Matrix assessment
   • Assign reviewers
5. For each program or unit assessment:
   • assign contributors who will submit program or unit information
   • Initialize the Plan for that cycle

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