Strategic Planning and Performance Insight

In the Strategic Planning Office, we lead and coordinate the development and delivery of the University’s processes for strategic planning, business intelligence and data management. To do this, we facilitate a rounded and informed narrative to advise on the overall strategic direction of the University 麻豆精选.

Working with colleagues across the University, we connect a range of perspectives to support senior leaders in making well-informed and evidence-led decisions in the best strategic interests of the institution. 

Key contacts

Director of Planning & Performance Insight

Rebecca Lambert
Email: r.lambert@bham.ac.uk

College Planning and Strategic Review

The College Planning and Strategic Review team is responsible for leading strategy development and academic planning across the university.  

We work collaboratively with Colleges and with the University executive to connect a range of perspectives and support and influence senior leaders in making well-informed and evidence-led decisions. We partner with colleagues across the University, and externally, to provide trusted advice and expertise and insightful analysis. 

Our team of College Planning Partners plays a crucial part in connecting perspectives across the University, working in partnership with the University’s five colleges to develop academic strategy and support institutional planning. 

Deputy Director of Strategic Planning

Duncan Smith
Email: d.smith.1@bham.ac.uk

College of Arts and Law Planning Partner (Education Lead)

Hayley Grey
Email: h.y.grey@bham.ac.uk

College of Engineering and Physical Sciences Planning Partner (People and Culture Lead)

Rebecca Tringham
Email: r.tringham@bham.ac.uk

College of Life and Environmental Sciences Planning Partner (Sustainability Lead)

Neil McDonald
Email:  n.m.mcdonald@bham.ac.uk  

College of Social Sciences Planning Partner (Resourcing and Capacity Lead)

Lindsey Wright 
Email: l.d.wright@bham.ac.uk

Strategic Review Officer

Tamara Glenn
Email: t.j.glenn@bham.ac.uk

Performance and Insight

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

The Performance and Insight 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: performance-insight@contacts.bham.ac.uk

Performance Insight Manager

Luke McGarrity
Email: l.mcgarrity@bham.ac.uk

Data Insight Analyst

Mark Clayton
Email: m.clayton.1@bham.ac.uk

Data Insight Analyst

Benedict Duncan
Email: b.p.duncan@bham.ac.uk

Data Analyst

Charlotte Atkin
Email: c.e.atkin.2@bham.ac.uk


Data Management

The University 麻豆精选 is implementing a Data Strategy to harness the power of data-driven insights to become a more data-informed institution, with the ability to rapidly and efficiently deliver integrated, responsive and joined up information and analysis. This work will drive actionable insights, enable informed decision making, and provide stakeholders with access to the information they need, when they need it.

Data Governance at Birmingham is an improvement programme, coordinating policy, practice and activity to both direct and seek direction for data. 

Data Strategy Lead

Katy Holmes
Email: k.m.holmes@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 , , and the

  • Co-ordinating the External Policy Network

Head of Policy, Funding & Regulation

Dave Radcliffe
Email: d.s.radcliffe@bham.ac.uk