Reporting institutional data: are you taking a proactive approach?

Institutional data reporting (IDR) is the process of submitting qualitative and/or quantitative data to an external entity such as an accreditor, governmental entity or ranking agency or publication for the purpose of encapsulating an accurate representation of the institution. Common external agencies are:

• U.S. Department of Education
• National Science Foundation
• Accreditors
• U.S. News and World Report (U.S. News)

Decisions start with data

The reporting process is integral to an institution’s accreditation, federal funding and reputation. In recent years, several higher education institutions have misreported student admissions and placement data, such as the U.S. News, which has elevated this area for increased scrutiny. As externally reported metrics can impact the reputation and standing of an institution, as well as the ability to recruit new students and solicit funds from alumni and donors, misreporting data may result in:

• Lower national and regional rankings
• Exclusion from ranking agency publications and/or guidebooks
• Declines in applications
• Financial implications due to potential lawsuits or sanctions

Unfortunately, many institutions find overseeing the IDR process difficult due to the following:

• No established data warehouse
• Challenges with systems utilized to maintain data and generate information
• Unclear and undefined data dictionary definitions
• Decentralized preparation of information and reports
• Ineffective quality control reviews for internal and external reports
• Lack of awareness of roles and responsibilities surrounding data reporting
• Miscommunication or lack of communication between departments
• Lack of a formalized process for retrieving, generating, calculating and reviewing data

Key IDR considerations for colleges and universities

Consider the following. Is your institution:

• Ensuring compliance with survey requirements?
• Utilizing a data warehouse?
• Employing designated data personnel (data liaisons) at each unit (e.g., school, college) level?
• Utilizing an institution-wide data dictionary that every department/unit uses?
• Providing a quality control review for ranking surveys, accreditation self-study reports, government reports and marketing pieces?

Managing the risks associated with institutional data reporting starts with:

Baker Tilly can help

We can help your institution proactively manage the high risks associated with institutional data reporting.