Wiley University | Office of Institutional Assessment & Effectiveness
Annual Planning & Evaluation Report
DEADLINE: March 1 | Submit via Watermark Planning & Self-Study
SACSCOC Compliance: This report supports compliance with SACSCOC Standard 7.3 (Administrative Effectiveness) which requires institutions to identify expected outcomes of administrative support services, assess the extent to which outcomes are achieved, and provide evidence of improvement based on analysis of results.
Part 1: Unit Information
Unit Name:
Division:
Unit Director/Manager:
Reporting Period:
Date Submitted:
Part 2: Unit Mission & Functions
List the key functions and services provided by this unit.
Who are the primary customers/stakeholders of this unit?
How does this unit support institutional strategic goals?
Part 3: Annual Goals & Outcomes
Watermark Tip: Enter your unit outcomes in the Planning & Self-Study Outcomes module. Link outcomes to the institutional strategic plan and track progress throughout the year.
List the goals/outcomes established for this reporting period and evaluate achievement.
Goal/Outcome 1
Goal Statement:
Strategic Plan Alignment:
Success Measure/KPI:
Target:
Actual Result:
Status:
☐ Met☐ Partially Met☐ Not Met
Analysis:
Goal/Outcome 2
Goal Statement:
Strategic Plan Alignment:
Success Measure/KPI:
Target:
Actual Result:
Status:
☐ Met☐ Partially Met☐ Not Met
Analysis:
Goal/Outcome 3
Goal Statement:
Strategic Plan Alignment:
Success Measure/KPI:
Target:
Actual Result:
Status:
☐ Met☐ Partially Met☐ Not Met
Analysis:
Add additional goals as needed.
Part 4: Service Metrics & Satisfaction
Report operational metrics relevant to your unit (e.g., volume, response time, completion rate).
Metric
Previous Year
Current Year
Target
Trend
Summarize feedback from surveys, focus groups, or other stakeholder input.
Part 5: Use of Results & Improvements
Closing the Loop: SACSCOC requires evidence that assessment results are used to improve services. Document specific improvements implemented based on your findings.
Describe changes made based on previous assessment results or stakeholder feedback.
What evidence shows that improvements have been effective?
Report on status of action items from last year's evaluation.
Part 6: Resources & Staffing
Is the current budget sufficient to meet unit goals?
Identify any additional resources needed (personnel, equipment, technology, training).
Part 7: Goals for Next Year
List 3-5 measurable goals for the upcoming evaluation period.