Planning Office

The Planning Office is responsible for leading and coordinating strategic, operational and academic planning across the University. We do this by providing a range of information, support and advice, including provision of business intelligence; monitoring and assessing the institution’s performance; and coordinating the planning process. 

We collate, analyse, organise and publish a wide range of management information to meet internal and external reporting requirements, ensuring that the information produced is nuanced to provide intelligence which reflects the external policy environment and supports internal needs. We also have primary responsibility for the development and implementation of key performance indicators.

Useful Links

Key contacts

Director of Planning & Performance Insight

Rebecca Lambert
Tel: +44 (0)121 414 7161
Email: r.lambert@bham.ac.uk

General Office

PA to Director of Planning & Perfomance Insight, Deputy Director & Office Manager

Katie Stone
Tel: +44 (0)121 414 5486
Email: k.stone.1@bham.ac.uk

VC Review Administrator and Office Assistant

Anne Barber
Tel: +44 (0)121 414 4631
Email: a.k.barber@bham.ac.uk

Deputy Directors

Deputy Director, Strategic Planning

Duncan Smith
Tel: TBC
Email:   TBC

Teams

College Planning Partners

Each College has a Planning Partner who shares their time between the College and the central Planning Office. The Planning Partner is the lead academic planning support for the College. As well as supporting central policy analysis and horizon scanning, the Planning Partners’ role is to help Colleges define strategic plans and priorities, which support delivery of the University’s Strategic Framework.

This engages the Planning Partners in a broad range of activities including:

  • Working with Colleges to prepare and monitor performance against the annual College Compact (an articulation of a College’s strategic priorities and targets, aligned with the broader University Strategic Framework and Key Performance Indicators)
  • Monitoring and reporting on associated risks
  • Sourcing, analysing and interpreting data to support College decision making
  • Producing policy papers and reports to support strategic decision making, at College or University level
  • Undertaking environment scanning and scenario planning to inform the development of long term strategies
  • Assisting with the development of business proposals in support of institutional priorities
  • Supporting and/or participating in reviews
  • Providing informed and constructive challenge and advice on College plans – including new programme proposals

College of Medical and Dental Science and Head of College Planning Partners

Katy Holmes
Tel: +44 (0)121 414 4052 (Mon, Tues, Wed – Medical School)
Tel: +44 (0)121 414 8346 (Thur, Fri – Aston Webb)
Email: k.m.holmes@bham.ac.uk

College of Arts and Law

Victoria Houghton
Tel: +44 (0)121 414 9571 (Mon, Tues, Wed - Arts)
Tel: +44 (0)121 414 9133 (Thur, Fri - Aston Webb)
Email: v.houghton@bham.ac.uk

College of Engineering and Physical Sciences

Rebecca Tringham
Tel: +44 (0)121 414 4302 (Mon, Tues, Wed - Poynting Physics)
Tel: +44 (0)121 414 3755 (Thur, Fri - Aston Webb)
Email: r.tringham@bham.ac.uk

College of Life and Environmental Sciences

Neil McDonald
Tel: +44 (0)121 414 2293 (Mon, Tues, Wed - Biosciences)
Tel: +44 (0)121 414 6020 (Thur, Fri - Aston Webb)
Email:  n.m.mcdonald@bham.ac.uk  

College of Social Sciences 

Lindsey Wright
Tel: +44 (0)121 414 7256 (Mon, Tues, Wed - Muirhead) 
Tel: +44 (0)121 414 3633 (Thur, Fri - Aston Webb) 
Email: l.d.wright@bham.ac.uk

Vice-Chancellor’s Integrated Review Process

The quinquennial Vice-Chancellor’s Integrated Review (VCIR) process is a strategic and integrated peer review, providing a picture of the performance of a whole School/Institute or Professional Service and its contribution to enhancing the University’s performance in line with the Strategic Framework.

For Schools it encompasses an overview of teaching quality; research quality; market demand; external and internal future challenges; structure and processes; people and resources; and strategic integration.

The VCIR replaces the School Quality Review (SQR), Comprehensive Programme Review (CPR) and Strategic Research Review (SRR). It forms the cornerstone of the University’s periodic review of learning and teaching, building on annual review. A key element of School Reviews being the detailed scrutiny of education issues through a range of performance data and information relating to education.

For Professional Services, the Review considers issues of Service structure and staffing, plus resilience and future-proofing, benchmarks against other Universities or sectors, identifies opportunities for income generation or efficiencies and makes recommendations for improvements or enhancements.

Critically, given the wide scope of the VCIR process, each individual review will focus on key priority areas identified through discussions with the School/Service, College, University Senior Management and Panel Chair.

Vice Chancellor's Review Officer

Tamara Glenn
Tel: +44 (0)121 414 8260
Email: t.j.glenn@bham.ac.uk

Research Planning

The Research Planning team works with staff across the University to promote and develop the strategic approach to research. Crucial aspects of this are leading the preparation of the University’s submission to the national Research Excellence Framework and implementing the University's research impact strategy.

The team also supports the work of the Pro-Vice-Chancellor for R&KT and the University’s Research Committee and is involved in the strategic oversight of Pure, Researchfish and SciVal.

Due to restricted campus operations and a new way of working please contact the team via email only.

Contacts

Head of Research Planning

Elizabeth Westlake
Tel: +44 (0)121 414 7367
Email: e.westlake@bham.ac.uk

Deputy Head of Research Planning and Research Information Manager

Karen Kay
Tel: +44 (0)121 414 9134
Email: k.m.kay@bham.ac.uk

Research Information and Systems Officer 

Dawn Holland
Tel: 0121 414 8799
Email: d.holland.1@bham.ac.uk

Research Planning Partners

Karen Houghton, College of Arts and Law
Tel: +44 (0)121 414 2040
Email: k.e.houghton@bham.ac.uk

Ms Tamara Glenn, College of Arts and Law
Email: t.j.glenn@bham.ac.uk

Ryan Owens, Life and Environmental Sciences
Tel: +44 (0)121 414 8191
Email: r.owens@bham.ac.uk

Ruth Craven, Engineering and Physical Sciences
Tel: +44 (0)121 414 3633
Email: r.craven@bham.ac.uk

Joanne Croudace, Medical and Dental Sciences
Tel: +44 (0)121 414 8192
Email: j.e.croudace@bham.ac.uk

Research Planning Project Manager

Elizabeth Goodyear
Tel: +44 (0)121 414 6624
Email: e.goodyear@bham.ac.uk 

Public Engagement and Research Planning Team Administrator

Rebecca Orleans
Tel: +44 (0)121 414 2256
Email: r.orleans@bham.ac.uk

Team Administrator (ESRC IAA)

Deborah Cochrane
Email: D.Cochrane@bham.ac.uk

Information Team

The Information Team provide a business analysis and data analytics function across a broad range of areas including students, staff, research and finance. Our analysis generates insight and management information on internal and external data, and supports policy advice on how the University will be viewed through these different lenses.

The team leads on Business Intelligence, and the University’s implementation of Tableau, the data visualization tool. The team also collaborates on the development of the data warehouse with the Business Intelligence team in IT Services.

The Information Team's specific tasks include:

  • Student number target setting, population forecasting
  • Forecasting tuition fee income
  • Leading on the preparation and analysis of Employability data
  • League Table monitoring, analysis, interpretation, and input
  • Preparation  of the Staff return to HESA, as well as co-ordinating the provision of  the Management Information Units (MIU) and its relationship with external coding systems such as HESA cost centres, HECoS and JACS
  • Developing and maintaining the institutional KPIs, and dashboards to support processes such as Compact
  • Prioritisation of BI development activities, defining requirements and providing key management information
  • Being expert users of Tableau, promoting the effective usage of Tableau across the University
  • Provision of systems administration, structure and online training for Tableau Server; best practice guidance and data source management for Tableau Desktop
  • Proving insight and analysis into Research metrics and citations.

Team email: planning-information-team@contacts.bham.ac.uk

Planning Officers

Leanne Campbell
Tel: +44 (0)121 414 7007
Email: L.B.Campbell@bham.ac.uk

Mark Clayton
Tel: +44 (0)121 414 3752
Email: M.Clayton.1@bham.ac.uk

Tony Potter
Tel: +44 (0)121 414 3757
Email: a.m.potter@bham.ac.uk

Business Intelligence Analyst

Jon Fox
Tel: +44 (0)121 414 9135
Email: j.c.fox@bham.ac.uk

Data Analyst

Cassandra Lewis
Tel: +44 (0)121 414 7553
Email: C.M.Lewis@bham.ac.uk

Data Management

The Data Management function within Strategic Planning works across the University to promote good practice in data management. This includes the following activities:

  • Convening the Data Owner and Data Stewards Community of Practice
  • Working with Legal Services and IT Services on managing and monitoring GDPR compliance
  • Acting as Secretary to the University’s Data Management Group
  • Liaising with University project teams on how to make data management a first principle within their work
  • Working with the BI teams in Planning and IT Services to manage the pipeline of reporting needs
  • Convening the national HE Data Governance Network and speaking at events on its behalf and that of the University.

Head of Data Management

Helen Butler
Tel: +44 (0)121 414 7947
Email: h.j.e.butler@bham.ac.uk  

Policy, Funding and Regulation

The University is increasingly subject to greater levels of regulation, and policy intervention. So this function works to help influence external policy as it relates to the funding and regulation of the University, and then to ensure that the University is responding to the policy as it is being implemented. For example leading on the TEF subject pilots, to ensure the final TEF subject process is better than if it had been implemented without our involvement. Other specific activities include:

  • Oversight and co-ordination of our major HESA returns (Staff, Student, Finance)
  • External returns to OfS (HESES, MDS)
  • Monitoring teaching and research income from OfS and Research England, and helping allocate these for TRAC purposes
  • Regulatory data – TEF and TEF subject data, Access & Participation Plan data, and the Transparency Condition data
  • Co-ordinating the External Policy Network

Head of Policy, Funding & Regulation

Dave Radcliffe
Tel: +44 (0)121 414 3753
Email: d.s.radcliffe@bham.ac.uk