STrategic Planning

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AMS, Information, and Training

If you are unable to login to the AMS and believe you should have access, please contact OPAIR at (814) 863-8721 or strategicplan@psu.edu. To schedule a meeting directly, click here for a list of our services and scheduling options.

Penn State uses Nuventive Improve for its Assessment Management System (AMS). The AMS is an online tool that supports University-wide learning outcomes assessment, strategic planning, and Middle States accreditation. Strategic planning units use the system to document unit-level plans and align plans with University-level outcomes. Academic programs use the AMS to document their Program Learning Objectives (PLOs), create curriculum maps, plan program assessment efforts, and report results.

Planning Resources

Implementation Guide

Resource for implementation of your strategic plan for 2025.

Additional Planning Resources

Resources for completion of your strategic plan for 2025.

AMS Manuals

Strategic Planning Nuventive User Guide (updated 9/28/2022)

This guide provides detailed information for entering individual Unit plans and Status Updates into the AMS; it also includes an appendix guide for “E-mail only users.

Institutional Strategic Plan Dataset Guide (updated 9/28/2022)

This guide is for members of the strategic planning community that have summary access to the institution-wide Strategic Planning Overview dataset.

Knowledge Documents (updated 9/28/2022)

System Navigation Basics in Nuventive – shows how to login, what the icons mean, and how to navigate in the Nuventive system.

Unit Strategic Plan Basics in Nuventive – shows where to enter or edit the components of a unit plan (Mission/Vision/Values, Planning Process, Goals, Objectives and Action Items).

Implementation Assignment Basics in Nuventive – gives instructions for making status update assignments in individual unit strategic plans, and where to view the assignments.

Status Update Entry Basics in Nuventive – includes information on how to complete an assigned status update in individual unit strategic plans.

Annual Report Process Guide – includes information on how to complete the Annual Reporting process in Nuventive.

Resources and Reports in Nuventive individual units – images of all available reports for individual units (also available in a video).

PSU Nuventive Report Index – describes all available reports in the Overview dataset and in the individual units, including who might need to use them.

Institutional Data Set Guide (Overview unit) – Includes information on how to navigate in the institutional dataset.

Administrative Data Sources at Penn State – Listing of available data sources, curated by OPAIR’s Institutional Research team.

Videos

Annual Report Process (updated 12/13/2022)

This is a 13 minute video demonstrating the strategic planning annual reporting process.

Introduction to the Institutional Dataset (updated 1/5/2023)

This is a 7-minute video introduction to the reports available in the Strategic Plan Overview institutional dataset.

Individual Unit Introduction to Nuventive (update forthcoming)

This is a 12-minute video introducing users to how to navigate the system, what is available, and how to assign status updates in individual units.

Individual Unit reports in Nuventive (update forthcoming)

This is a 10 minute video showing what reports are available in the system and where to find them for individual units.