Analysis and Planning Consultant

Summary

Job Category:
Analysis and Planning
Job Title:
Analysis and Planning Consultant
Job Category Definition:
This job category provides internal and external data analysis and management for analyzing organizational performance, business modeling, strategic planning, quality initiatives and general business operations.
Job Title Definition:
The Analysis and Planning Consultant provides analysis and consulting services to internal and external clients including compiling and analyzing data from multiple sources and developing summaries, reports and recommendations on a wide variety of topics including strategic planning, quality improvement, performance measurement and budget planning; partners with and assists clients in identifying strategic priorities, developing strategic plans, goals and objectives, designing new initiatives and projects and in determining the effectiveness of strategic and operational plans and decision making; provides assistance and/or direction in selecting and applying appropriate analytical methodologies to resolve a wide range of strategic and operational issues; monitors and evaluates the effectiveness of systems, policies, processes and practices and recommend changes to improve organizational performance. Duties are performed at various levels within the defined title. 
Working Conditions:
Specific physical requirements and effort are outlined in Job Responsibilities Worksheet (list of essential job duties and responsibilities specific to a particular job at the unit level) in accordance with the Americans with Disabilities Act of 1990 (ADA).
Other Requirements:
 

Levels

Level 1  

There is currently no Level 1.

Level 2  

Level Details
Job Code Salary Band FLSA Status
ADAP0202 I Exempt

Level 2 positions typically demonstrate intermediate knowledge of the concepts, practices and procedures of a particular field of specialization; perform intermediate tasks in defined skill areas/applications by continuously building on current job knowledge; maintain effective relationships with peers, vendors, and others in a diverse environment; support team decisions and follow through with team responsibilities; interpret information, ideas and instructions and communicate clearly and accurately both verbally and in writing including materials intended for distribution; determine causes of unusual occurrences and apply standard principles and practices to determine and implement solutions; ensure safe practices and environmental consciousness are exhibited in decisions; typically work under general supervision, while performing assignments that are varied and that may be somewhat difficult in character, but usually involve limited responsibility.

Typical Education & Experience

2+ years of related experience

Bachelor's Degree or higher

Or an equivalent combination of education and experience

Typical Work Duties
  • Participate in the design, collection, retrieval, analysis and interpretation of business performance and related data in support of client initiatives or projects
  • Provide assistance to clients in the development of analytical models and decision support systems
  • Coordinate and produce a variety of standard and ad hoc analyses and reports from various databases for internal and external use
  • May participate in providing strategic planning support to clients
  • May design and develop programs, questionnaires and worksheets for the collection of data
  • May serve as liaison with external individuals or groups
  • May direct the work of lower level staff

This profile is intended to indicate the kinds of tasks and levels of work difficulty that will be required of positions in this job title and should not be construed as declaring what the specific duties and responsibilities of any particular position shall be. It is not intended to limit or in any way modify the right of any supervisor to assign, direct, and control the work of employees under his/her supervision. The use of a particular expression or illustration describing duties should not be held to exclude other duties not mentioned that are of a similar kind or level of difficulty.

Level 3  

Level Details
Job Code Salary Band FLSA Status
ADAP0203 J Exempt

Level 3 positions typically demonstrate proficient and comprehensive knowledge of defined skill areas/applications to integrate fundamental elements from other specialties into work assignments; apply knowledge of principles, practices, and procedures of a particular field of specialization to complete difficult assignments; promote a culture that is conducive to effective relationships among diverse team members; ensure safe practices and environmental consciousness are exhibited in decisions; may lead a project team involved in completion of difficult assignments, requiring proficient knowledge of field of specialization; interpret and communicate information, ideas and instructions clearly, accurately and persuasively both verbally and in writing including materials intended for distribution; incorporate new facts and ideas into group processes and apply creative thinking to develop new solutions; typically work with minimal supervision on difficult assignments, conferring with manager on unusual matters.

Typical Education & Experience

3+ years related experience

Bachelor's Degree or higher

Or an equivalent combination of education and experience

Typical Work Duties
  • Provide analytical support through the retrieval and analysis of data from various databases and/or sources to assist clients in making decisions related to budgetary planning, strategic planning and general business operations
  • Meet with clients to determine their information needs, to coordinate projects and to resolve issues
  • Participate in the development and assessment of strategic goals and objectives
  • Prepare standard and ad hoc financial and/or statistical reports for internal and external use
  • Provide support and guidance to clients in interpreting and utilizing the data and reports generated, determining the impact on proposed programs and developing viable alternatives and strategies
  • Design and develop programs for data retrieval based on client’s needs
  • Contribute to the identification of strategic and operational priorities and plans
  • May serve as liaison with external individuals or groups
  • May develop targeted marketing communications utilizing a variety of media and communication channels
  • May develop and conduct surveys
  • May conduct training on data analysis, interpretation and utilization
  • May direct the work of lower level staff

This profile is intended to indicate the kinds of tasks and levels of work difficulty that will be required of positions in this job title and should not be construed as declaring what the specific duties and responsibilities of any particular position shall be. It is not intended to limit or in any way modify the right of any supervisor to assign, direct, and control the work of employees under his/her supervision. The use of a particular expression or illustration describing duties should not be held to exclude other duties not mentioned that are of a similar kind or level of difficulty.

Level 4  

Level Details
Job Code Salary Band FLSA Status
ADAP0204 K Exempt

Level 4 positions typically demonstrate advanced knowledge of principles, practices, and procedures of a particular field of specialization and complete complex assignments; integrate complex elements from other specialties into work assignments; demonstrate a strong commitment to inclusionary practices which support diversity throughout the University; establish a shared vision and take responsibility for the achievement of team goals, and provide direction for appropriate implementation of plans; present ideas, concepts and instructions in a clear manner, and use persuasion and negotiation to build consensus and cooperation; ensure safe practices and environmental consciousness are exhibited in decisions; develop new techniques, concepts, theories, programs or solutions and apply them to complex strategic operating issues; typically work independently on complex work assignments, review progress and evaluate results and update management as appropriate; may direct and delegate work to lower-level staff.

Typical Education & Experience

3+ years related experience

Master's Degree or higher

Or an equivalent combination of education and experience

Typical Work Duties
  • Partner with clients to identify, assess and prioritize organizational issues and needs and to design new initiatives and/or projects
  • Establish client specific processes and procedures for collecting, compiling, analyzing and presenting internal and external information and data relevant to the client’s planning and decision making processes
  • Conduct in-depth, high-level studies and analyses and prepare reports and/or presentations on major organizational initiatives
  • Assist clients in determining the effectiveness of strategic and operational plans and in translating goals and objectives into strategies
  • Monitor and evaluate organizational information systems, policies and practices and recommend improvements and modifications as appropriate
  • Serve as liaison with external individuals or groups
  • May conduct training on data analysis, interpretation and utilization
  • Supervise and direct the work of lower level staff

This profile is intended to indicate the kinds of tasks and levels of work difficulty that will be required of positions in this job title and should not be construed as declaring what the specific duties and responsibilities of any particular position shall be. It is not intended to limit or in any way modify the right of any supervisor to assign, direct, and control the work of employees under his/her supervision. The use of a particular expression or illustration describing duties should not be held to exclude other duties not mentioned that are of a similar kind or level of difficulty.

Level 5  

Level Details
Job Code Salary Band FLSA Status
ADAP0205 L Exempt

Level 5 positions typically extend mastery of job knowledge to the principles, theories and practices of related specialties; expand knowledge of best practices and incorporate into all work assignments and procedures; evaluate and enhance current practices and efforts to ensure optimal support of diversity; oversee leadership of teams and projects that involve extensive cooperation and coordination between multiple departments across the University or with external customers; prepare written and/or verbal presentations or proposals on highly complex issues and deliver to a broad variety of audiences; identify and implement innovative solutions to important, highly complex strategic and/or operational issues which may involve unusual circumstances and incomplete or conflicting data; ensure safe practices and environmental consciousness are exhibited in decisions; work independently on highly complex or strategic assignments; may direct and supervise lower-level staff.

Typical Education & Experience

5+ years of related experience

Master's Degree or higher

Or an equivalent combination of education and experience

Typical Work Duties
  • Direct the application of appropriate analytical methodologies for the resolution of highly complex strategic and operational issues
  • Develop and apply mathematical models to simulate operational behavior, evaluate resource utilization and organizational performance and the impact of change on the organization
  • Conduct and/or supervise the analysis of major organizational issues, develop and conduct surveys, prepare executive summaries, position papers or research reports and provide impact analyses and recommendations to assist management in planning and decision making
  • Advise and assist clients in the assessment, development and implementation of strategic plans, goals and objectives
  • Evaluate the effectiveness of current policies, procedures and processes, identify issues and develop a course of action for recommended adjustments or modifications
  • Participate in developing or revising organizational policies, priorities and direction
  • Monitor and evaluate external influences and events that may affect operational or strategic plans
  • May coordinate and or conduct training and workshops on strategic planning, improvement, quality and related topics
  • May coordinate and oversee the publication of documents related to the University’s planning and improvement initiatives
  • Supervise and direct the work of lower level staff

This profile is intended to indicate the kinds of tasks and levels of work difficulty that will be required of positions in this job title and should not be construed as declaring what the specific duties and responsibilities of any particular position shall be. It is not intended to limit or in any way modify the right of any supervisor to assign, direct, and control the work of employees under his/her supervision. The use of a particular expression or illustration describing duties should not be held to exclude other duties not mentioned that are of a similar kind or level of difficulty.