Presidential Strategic Plan · FY2026
Your Goals. Your Progress. Right Now.
Every goal tracked against the targets you set. Updated continuously by ISOK. Click any goal to drill into division, department, and office performance.
Institution
›
Division
›
Department
›
Grant
8
Goals On Track
↑ 3 advanced this week
4
Goals At Risk
→ Action plans active
2
Goals Behind
↓ Need your attention
71%
Overall Progress
↑ +4% this quarter
Strategic Goals · All Pillars · Click to Drill Down
Pillar I · Academic Excellence
1.1
Improve 4-year graduation rate to 50%
Academic Affairs
42%
At Risk
1.2
Increase first-year retention to 75%
Student Affairs
71%
On Track
1.3
Launch 3 new high-demand academic programs
Provost Office
67%
On Track
Pillar II · Financial Sustainability
2.1
Grow net tuition revenue by 8%
Finance & CFO
31%
Behind
2.2
Reduce discount rate from 42% to 38% Source Chain
Financial Aid / CFO
28%
Behind
2.3
Diversify revenue — 3 new non-tuition streams
Advancement
55%
At Risk
Pillar III · Operational Excellence
3.1
Achieve 90% grant compliance across all programs
Title III Office
91%
On Track
3.2
Facilities reliability score above 90%
Facilities / POWER
94%
On Track
3.3
Process documentation coverage above 85%
Operations / DEMING
63%
At Risk
Presidential Initiatives · Private · Your Agenda · Your Vision
Your Initiatives
These are yours. Not the institution's plan — your personal leadership agenda. Private by default. You decide who sees what, at the initiative level. ELI surfaces updates only to you.
🔒 Private · President Only
🔒
This tab is visible only to you. No division head, no cabinet member, no staff sees this view unless you explicitly grant access at the individual initiative level. SPENCER logs all access grants. ELI will only reference these initiatives in your personal workspace.
7
Active Initiatives
↑ 2 progressing well
3
On Track
↑ Ahead of timeline
3
Need Attention
→ Your input needed
1
Completed
↑ This quarter
Opportunity Cost Intelligence · ISOK · CDA Verified
The Money on the Table
Three lenses — the direct cost, the potential if addressed, and what peer institutions are doing differently. All ISOK-verified, CDA-confirmed.
Total Identified Opportunity · FY2026
$6.2M+ in Addressable Opportunity
Across retention gap, process inefficiency, and discount strategy — all addressable within this academic year with decisions that are yours to make.
$6.2M
Annual Opportunity · ISOK Verified
Direct Cost · What It's Costing Now
$4.5M/yr
Revenue lost to student attrition annually. Every student who leaves takes $28,400 in annual revenue with them — and costs $7,700 to replace through recruitment and discount scholarships.
Potential · What Could Be Unlocked
+$1.7M/yr
Net annual gain if retention gap is closed. A $300K structured retention investment keeps 80 of every 100 at-risk students — generating $1.7M net vs. the current replacement cost cycle.
Peer Comparison · How Others Do It
+12pts
Peer HBCUs with structured retention programs average 12 percentage points higher retention — and 23% lower discount rates. The strategy works. The data is there.
Retention vs. Recruitment — The Real Math Source Chain
ISOK Engine 7 · Dual-Path Analysis · CDA Verified
Current Approach · Recruit to Replace
$19,200
Cost to recruit: $6,500
Discount scholarship given: $11,200
Admin processing: $1,500
Total per replaced student: $19,200
Discount scholarship given: $11,200
Admin processing: $1,500
Total per replaced student: $19,200
vs.
Alternative · Invest in Retention
$900
Targeted retention intervention: $600
Advising & support: $200
Early alert follow-through: $100
Total per retained student: $900
Advising & support: $200
Early alert follow-through: $100
Total per retained student: $900
$18,300 saved per student · $1.7M net annual gain if gap is closed
The math is not close. Retention wins every time.
Process Inefficiency Cost · DEMING + ISOK
Operational Opportunity
Active process gaps cost$67K annual exposure
Cost to resolve all active plans$2,400 staff time
PO routing inefficiency$31,200/yr recovered if fixed
Undocumented process risk$312K est. annual exposure
ROI on resolving all plans28x · 2,400 in → $67K+ out
Discount Rate Strategy · Financial Aid + CFO
Scholarship Strategy Gap
Current discount rate42% — above HBCU benchmark
Target discount rate (Goal 2.2)38%
Revenue impact of 4pt reduction+$1.1M annual net tuition
Peer HBCU avg discount rate34% — 8pts below B-CU
Path: true retention → lower discount needISOK models this as achievable Y2
Financial Position · Institutional + Restricted Funds
The Full Financial Picture
Both institutional and restricted fund performance — side by side. DEAN tracks every dollar. ISOK surfaces the patterns.
Institutional Funds · Unrestricted
Operating Position
Operating Revenue YTD$42.3M
Operating Expenses YTD$39.1M
Net Operating Position+$3.2M · Positive
Tuition Revenue$28.4M · Below projection
Auxiliary Revenue$6.8M · On track
Endowment Draw$4.2M · Per policy
Days Cash on Hand47 days
Restricted Funds · Federal + Grant Awards
Grant Financial Position
Total Active Awards$16,960,111
Drawn YTD$9.2M · 54% · On track
Remaining Available$7.76M
Spend Rate ComplianceAll programs within range
ARG Fund Status$16.96M — 100% to scholarships
Title III FUTUREOn track · Reporting current
2 CFR §200 ComplianceCompliant · SPENCER monitoring
Budget vs Actuals · By Division · Click to Drill Down
Academic Affairs$18.2M budget · 91% on track
Student Affairs$6.4M budget · 88% on track
Finance & Administration$8.1M budget · 94% on track
Facilities Management$3.8M budget · 92% on track
Advancement$2.1M budget · 71% · Behind fundraising target
Title III Office$16.96M restricted · Compliant
Grant Portfolio · LEE · 4Ei Grants · SEFA Programs
Grant Performance Intelligence
Every active award — institutional and Title IV — performance, compliance, spend rate, and upcoming deadlines. Powered by LEE and ISOK.
Grant / Program
Type
Award
Spend %
Status
Title III Part A — FUTURE Initiative
Title III · DOE
$2,847,000
54% spent
Compliant
Title III Part F — ARG Program
Title III · DOE
$16,960,111
100% scholarships
Review Needed
Federal Pell Grant Program
Title IV · DOE
$8,200,000
91% allocated
Compliant
SEOG — Supplemental Educational Opportunity
Title IV · DOE
$412,000
78% allocated
Monitor
Federal Work-Study Program
Title IV · DOE
$890,000
On track
Compliant
NSF HBCU-UP Research Initiative
Research · NSF
$650,000
47% spent · On pace
Compliant
Upcoming Grant Deadlines · Next 60 Days
Title III FUTURE — Q3 Performance Report Source ChainDue in 14 days ↗
SEOG Closeout DocumentationDue in 31 days
NSF Progress ReportDue in 45 days
Title IV Annual ReconciliationDue in 58 days
Malcolm Baldrige National Quality Award · 7 Categories
Baldrige Gap Analysis
Where B-CU is against the Baldrige framework today — and the gap to your institutional excellence targets. ISOK measures. STRATEGOS tracks. DEMING closes.
71%
Overall Baldrige Score
→ Target: 85%
14pts
Gap to Target
→ Closeable this year
3
Categories On Track
↑ Leadership, Customer, Results
4
Categories Need Focus
→ DEMING actively working 2
Category 1
Leadership
Category 2
Strategic Planning
Category 3
Customer Focus
Category 4
Measurement & Analysis
Category 5
Workforce Focus
Category 6
Operations Focus
Category 7
Results
Predictive Intelligence · ISOK Engine 8 · 30/60/90 Day Horizon
What's Coming
ISOK's predictive engine — confirmed by CDA — surfaces what's likely ahead so you can lead proactively, not reactively.
30-Day Horizon · High Confidence Predictions
14 days
Title III FUTURE Q3 report deadline — currently 94% data complete. On track if submitted by end of next week.
Manageable
91% conf.
18 days
SAP review process will reach critical threshold if current turnaround pace continues — Financial Aid needs intervention.
$18,400 risk
87% conf.
22 days
SEOG allocation will fall below minimum award threshold if packaging pace doesn't accelerate — affects 847 students.
Student impact
79% conf.
60-Day Horizon · Strategic Signals
35 days
Early enrollment indicators suggest fall headcount may come in 4-6% below projection — early intervention opportunity now.
-$1.2M revenue
74% conf.
45 days
Facilities MEP inspection cycle due — POWER has identified 3 assets approaching maintenance threshold.
Proactive ready
93% conf.
52 days
Discount rate trajectory suggests Goal 2.2 will miss annual target unless packaging strategy shifts this semester.
Goal 2.2 at risk
81% conf.
90-Day Strategic Outlook · Opportunity Window
90 days
If retention investment is initiated this semester, ISOK models $1.7M net gain materializing in Year 2 enrollment revenue.
+$1.7M Y2
ISOK modeled
90 days
Baldrige Category 6 can reach 80%+ if DEMING support plans complete on schedule — accreditation documentation strengthens.
Accreditation lift
88% conf.
Division Intelligence · Drill Down to Department · Office · Grant
Institutional Hierarchy View
Select any division to drill into department, office, program, and grant-level performance.
Academic Affairs Division
Provost · Academic Programs
Division Health88%
Goals On Track3 of 4
Faculty Headcount247 active
4-yr Grad Rate42% — Goal 1.1 at risk
Click to drill into departments →
Student Affairs Division
VP Student Affairs
Division Health92%
Enrollment Active3,847 students
Financial Aid Health79% — SAP lag
Retention Rate79.3% — below 85% target
Click to drill into departments →
Finance & Administration
CFO · Finance Division
Division Health94%
Budget UtilizationOn track · All depts
Audit Findings Open3 active
Discount Rate42% — Goal 2.2 behind
Click to drill into departments →
Title III · FUTURE · ARG
Office of Title III
Portfolio Health91%
Total Awards Active$16,960,111
Compliance Score91.7%
Q3 Report StatusDue in 14 days
Click to drill into programs →
Budget Intelligence · Goal-Aligned Cost Architecture · DEAN + LEDGER + ISOK
What Every Goal Actually Costs
Every dollar tied to a goal, objective, and task. Every requisition. Every salary allocation. Every supply order. The complete financial picture of your strategic plan — not a budget spreadsheet. A strategic investment ledger.
⬡ Every figure drills to source transaction
💡
The Budget Conversation That Needs to Happen
Right now the CFO gives a division $500K and they tell him what they'll spend it on.
This platform inverts that conversation.
Every budget request starts with a goal and objective. Every dollar approved is tied to an outcome.
At year end, you don't ask "where did the money go?" — you ask "what did each goal cost, and what did it return?"
That is the conversation this tab enables.
$42.3M
Total Budget FY2026
↑ 100% goal-aligned
$28.1M
Spent YTD · 66%
↑ On pace
$14.2M
Remaining · 34%
→ Q4 commitments tracking
$247K
Cost Avoidance YTD
↑ Proactive management
Strategic Goal Cost Intelligence · Click Any Goal to See Full Cost Chain
Goal
Budget
Spent YTD
Remaining
Progress
Cost/1%
1.2 — First-year retention to 75% Cost Chain
$847K
$421K
$426K
71%
$5.9K
2.2 — Reduce discount rate to 38% Cost Chain
$124K
$31K
$93K
28%
$1.1K
3.1 — 90% grant compliance Cost Chain
$312K
$198K
$114K
91%
$2.2K
3.2 — Facilities reliability 90%+ Cost Chain
$380K
$189K
$191K
94%
$2.0K
Most Cost-Efficient Goals · ISOK Analysis
Highest Return on Investment
Goal 3.2 — Facilities Reliability$2.0K per point · $247K cost avoidance
Goal 3.1 — Grant Compliance$2.2K per point · Protects $16.96M portfolio
Goal 1.2 — Student Retention$5.9K per point · $1.7M return if gap closed
ISOK Engine 7 dual-path confirmed: financial spend and program progress are telling the same story across all active goals.
Underfunded Goals · Needs Attention
Budget Not Matching Priority
Goal 2.2 — Discount RateOnly $124K budgeted · 28% progress · Behind
Goal 2.3 — Revenue Diversification$89K budgeted · 55% progress · At Risk
Goal 1.1 — Graduation Rate$1.2M budgeted · only 42% progress
DEAN flags: Goal 1.1 has the largest budget but lowest cost efficiency. ISOK suggests the strategy — not the funding — needs review.
Requisition → Goal Chain · Live Example · Click to Drill
Every purchase order in 4Ei carries the full goal alignment chain. Here is a live example showing how a single requisition traces all the way to strategic plan progress.
PO-2026-SA-0847 · Civitas Learning — Retention Analytics Platform
Full Cost Chain
$48,000
Goal 1.2 — Retention
Obj 1.2.3 — Early Alert
Task 1.2.3.1
Loaded Cost: $67,200
0.25 FTE Aid Counselor
Board-Ready Brief Builder · Your Selection · Your Brief
Build Your Brief
Select exactly what you want in this brief. ELI will structure it, add context, and generate a clean PDF ready for the board table.
Select Sections to Include
Every section you select will be included in the generated brief. ELI adds a narrative summary at the top tying everything together.
ELI Executive Summary
Strategic Plan Progress
Opportunity Cost Analysis
Financial Position
Grant Portfolio
Baldrige Gap Analysis
Predictive Intelligence
Division Performance
Institutional Pulse Rings
Cost Avoidance Summary
DEMING Support Plans
Accreditation Evidence
Scope — Drill Down To
Institution
Division
Department
Office
Specific Grant