aligning ua’s strategy with the priorities of the uso

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Aligning UA’s Strategywith the Priorities of the USO

Presented to the

The University of Akron

Board of TrusteesDec. 4, 2008

by

Dr. Luis ProenzaPresident

Dr. Elizabeth StrobleSenior Vice President and Provost

and Chief Operating Officer

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Today’s Agenda

1. Provide context and background.

2. Review UA projections for the 24 state measurements set by the University System of Ohio (USO)

3. Discuss rationale behind the projections.

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Context and Background

The state’s Strategic Plan for Higher Education:

• sets ambitious goals for the University System of Ohio, and

• quantifies these goals with 24 measurements to be accomplished by 2018.

Chancellor has asked Ohio’s public universities to determine how each will contribute to the 24 measurements.

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The University System of Ohio Metrics

ACCESS• Total enrollment• Associate, bachelor’s, graduate degrees awarded • Total STEMM degrees • Enrollees age 25 or older• Degrees: First generation college• Percentage of degrees conferred to

African-Americans and Hispanics

QUALITY• Improved graduation rate

• Enrollees in top 20% ACT/SAT

• Facility conditions

• Size of endowments

• Federally financed research spending

AFFORDABILITY AND EFFICIENCY• Average cost

• Tuition and fees

• State funding per FTE

• Early college credit earned

• Credit from community college

ECONOMIC LEADERSHIP• Industrially financed research• Ohio students who study abroad • Int’l students who study here• Invention disclosures/start-ups• Business satisfaction• Internships and co-ops

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Historicalmission

Historicalmission

Establishedstrengths

Establishedstrengths CONTINUED

CONTINUED

The University of Akron’s strategic vision and intent is to be recognized by the general public as the public research university for Northern Ohio… the university devoted to the education and success of its students and to the production, integration and dissemination of knowledge for the publicgood.

Goals set by the BOT in 1999:

1.Gain recognition as a Carnegie Teaching Academy

2.Gain recognition as a Research II university ($15 million in federal research expenditures)

3.Implement $200 million New Landscape for Learning

How Did We Arrive at Our Projections?

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10 yearsof strategic

thinking

10 yearsof strategic

thinkingStrategic

differentiation

Strategic differentiation

Charting the Course, 1999

Design for Our Future, 2005-06

Academic Alignment Project, 2007-08

Strategic goals proposed during the 2009 State of the University Address:

1.$200 million in sponsored research

2.Recognition in distinctive technologies

3.Top 10% in Ph.D. production in the chemical sciences.

4.Nationally distinguished technology transfer and commercialization enterprise

5.Regional economic driver

6.Enriched and engaged undergraduate curriculum

Overarching goal: Provide competitive and innovative “Access to Excellence” educational, co-operative and cultural experiences.

CONTINUEDCONTINUED

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External trends

External trends

Initiatives under way

Initiatives under way

Number of high school graduates will crest in 2009 and decline slowly over the next six years.

The economy can affect students, donors and research sponsors.

Adult students (age 25 and older) are turning to higher education in greater numbers.

ProjectionsProjections

Include the following:

To enhance enrollment and student profile:

• Enrollment Road Map

• Inclusive Excellence Road Map

• Honors College

• New Landscape for Learning initiative

To enhance retention:

• First Year Experience

• Provisional admits to Summit College

To enhance student success:

• Honors College

• Learning communities and similar programs

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About Our Projections

1. The recommendations and projections that follow are based on historic trends, current realities and initiatives under way at UA.

2. Future changes to the University System of Ohio are likely to alter our projections.

3. State policy decisions about tuition will change the landscape for Ohio and UA.

4. Some of the measurements are contradictory and interactive; success in one could hinder progress in others.

5. Our projections represent stretch goals, but they are not unreasonable.

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In Summary:

GREEN: We are very close to or meeting the USO goal

•Bachelor’s degrees

•Graduate degrees

•Total post-secondary enrollment

•Enrollees in top 20% ACT/SAT

•Size of endowments

•Students engaged in internships & co-ops

YELLOW: We expect to meet 50% to 75% of the USO goal•Associate degrees•Total STEMM degrees•Degrees awarded to first-generation students•% degrees awarded to Black and Hispanic students•Early college credit earned •Credit from community college

No goal defined by state yet

•Average cost

•Tuition and fees

•Invention disclosures/start-ups

•Business satisfaction

•Federal research spending

•Industrially financed spending

RED: We expect to meet less than 50% of the USO goal

•Total enrollees age 25 and older•Facility conditions •Ohio students who study abroad •Int’l students who study here•Improvement in graduation rate

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Projections

ACCESS: Total postsecondary enrollment

Goal if UA is to meet its share of USO target

UA historical data to baseline (2006)

UA projection based on trends and initiatives

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From 2006 to today, UA has experienced annual increases in enrollment of 5%

Enrollment Management’s three-year enrollment projection model includes:

• Growth in new freshmen and new transfer students based on internal and external trends

• Increases in graduate student enrollment

• Further improvement in student retention

• Spring and summer enrollment changes

• Graduation patterns

UA’s projection:

We believe we can achieve or possibly even exceed the USO goal.

Rationale for Projection

ACCESS: Total postsecondary enrollment

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ProjectionsACCESS: Total associate degrees awarded


UA historical data to baseline (2006-07)


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FACTS:

Enrollment for two-year programs:

•Summit College up 8% from 2003 to 2008;

•Wayne College steady at about 750 per year

First year retention rates for students in two-year programs has steadily increased from 50% for the 2000 cohort to 61% for the 2007 cohort of students enrolled in 2-year programs.

It is unknown what the impact will be of a possible state-wide tuition cap on associate degree programs. We could anticipate increased enrollment from Summit County residents that might otherwise attend Tri-C or Stark State.

RATIONALE:

We expect to increase the number of associate degrees awarded during the USO projection time period and contribute to the state’s desired increase; however, it is unlikely we can meet the USO goal of a 32.5% increase.


ACCESS: Associate degrees awarded

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ProjectionsACCESS: Total bachelor’s degrees awarded

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FACTS:

•Total enrollment of bachelor’s degree-seeking students has increased 8% from 2002 to 2008 (16,959 to 18,295) while the increase in new bachelor’s degree-seeking students has increased 33% over the same time period (2,882 to 3,826).

•First-year retention rates for bachelor’s degree-seeking students are also increasing (65.5% in 2003 to 68.8% for the 2007 cohort).

RATIONALE:

•We anticipate a continued decline in the number of bachelor’s degrees awarded to traditional-age students over the next several years, compared to previous years as a result of the steady decline in undergraduate enrollment during the late ‘90’s and early 2000’s.

•In summary, we expect to increase the number of bachelor’s degrees awarded during the USO projection time period and contribute to the state’s desired increase.


ACCESS: Bachelor degrees awarded

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ProjectionsACCESS: Total graduate and law degrees awarded




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FACTS:

•The number of graduate degrees awarded from 2006-07 to 07-08 increased 12.5%.

•Graduate enrollment increased 5% from 2006 to 2007 and 9% from 2007 to 2008. We anticipate that graduate enrollment will increase, particularly in STEMM areas in the coming years, although perhaps not at the same rate as the past two years.

RATIONALE:

•The ratio of graduate enrollment to the number of degrees awarded has remained fairly constant, which is why we are not projecting a significant increase in the actual numbers of graduate degrees awarded during the projection time period.

•We expect to increase the number of graduate degrees awarded above the baseline during the USO projection time period.


ACCESS: Graduate and law degrees awarded

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STEMM degrees offered at UA (2006-07):(STEMM = Science, Technology, Engineering, Mathematics and Medicine)

Projection

The state has defined what programs qualify as STEMM.

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Projection

ACCESS: Total STEMM degrees awarded(STEMM = Science, Technology, Engineering, Mathematics and Medicine)




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FACTS:

UA enrollment in STEMM programs, 2004-08:

•Overall increase of 21% (6,305 to 7,620)

•Undergraduate increase of nearly 25% (5,319 to 6,628)

Both retention rates and graduation rates are higher for students in STEMM programs:

•First-year retention rates for bachelor’s degree-seeking students is about 68%, compared to 74% for STEMM bachelor’s degree-seeking students.

•The six-year graduation rate for bachelor’s degree-seeking students is approximately 35% compared to 40% for STEMM students.

RATIONALE:

Based on student demographics and trends, we cannot meet the USO goal; however, we believe we can increase the number of total STEMM degrees by 32% over the projected time period.

Rationale for ProjectionACCESS: Total STEMM degrees awarded(STEMM = Science, Technology, Engineering, Mathematics and Medicine)

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ProjectionsACCESS: Enrollees age 25 and older


UA historical data to baseline (2006)


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ACCESS: Enrollees age 25 and older

Rationale for Projections

FACTS:

•From 2004 to 2008, UA experienced an 8.4% decline in the number of enrollees age 25 or older.

•In fall 2008, we experienced a 12.6% increase in new undergraduate adult students – first increase in seven years.

RATIONALE:

•Beginning fall 2009, we expect to have a plan in place to optimize the schedule of classes that will allow for more evening- and weekend-enrollment opportunities.

•We will expand off-site programs, enhance services to veterans and open a new degree-completion program to serve adult students.

•These changes, plus expanded adult-recruitment efforts and national trends will allow UA to further increase the number of adult students that it serves, yet it is unlikely that we will be able to increase adult enrollment by 63 percent to meet the USO goal.

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ProjectionsACCESS: Undergraduate degrees to first-generation students



No UA historical data is available

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FACTS:

•We are estimating the number of degrees awarded to first-generation college students based on the estimated projection of associate degrees and bachelor’s degrees awarded

•In addition, the Early College High School is specifically designed for first-generation students, along with other high school outreach and pre-college programs.

Rationale for ProjectionsACCESS: Undergraduate degrees to first-generation students

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ProjectionsACCESS: Percent of total degrees awarded to Black and Hispanic students




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FACTS:•At UA, the percentage of degrees awarded to Black and Hispanic students has declined over last five years.•Percentage of minority students at UA has declined from 14.2% in 2001 down to 12.6% in 2008. •In response, UA is developing an Inclusive Excellence road map that includes initiatives to increase the enrollment, retention and graduation of minority students.

RATIONALE:•Students expected to graduate within the next six years are, for the most part, already enrolled at UA.•Based on the current student demographics and past trends, we are likely to fall short of the USO goal; however, we believe that we can maintain our present rate of 9% and increase that rate in outer years.

Rationale for ProjectionsACCESS: Percent of total degrees awarded to Black and Hispanic students

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Rationale for ProjectionsQUALITY: Improvement in actual graduation rate over expected rate

HISTORICAL DATA PROJECTIONS

Year cohort entered UA

2000-01(baseline)

2001-02 2002-03 2003-04 2004-05 2005-06 2006-07 2007-08

Six-year window for cohort to graduate ends in…

2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 2013-14

UA graduation rate

37% 37% 37% 37% 38% 38% 39% 39%

FACTS AND RATIONALE:

•Historically, UA graduation rate is about 35 percent, on par with urban-serving universities nationwide.

•With the USO measurement, we receive credit for students who start at UA but finish at another Ohio public, thus the 37% rate for 2008

•Because we are showing improved retention rates within several student classifications, we believe our graduation rate will increase in outer years.

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ProjectionsQUALITY: Number of first-time enrollees in the top 20% SAT/ACT


UA historical data up to baseline (2007)


Honors Complexdedicated

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FACTS:

•The number of first-time enrollees in the top 20% SAT/ACT has grown 92% from 2002 to 2008

•This number will continue to increase based on the following factors:

• Growth in the number of new first-time students

• Strength of Honors College

• Recruitment efforts

• Focus on STEMM program growth

• Reallocation of current scholarship resources

•Additional scholarship resources would accelerate our increase -- a rate that is reflected by the UA historical-line projection

RATIONALE:

•We expect to increase the number of students in the 20% ACT and exceed the USO projection by 2013-14, thus contributing to the state’s desired increase.

Rationale for ProjectionsQUALITY: Number of first-time enrollees in the top 20% SAT/ACT

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ProjectionsQUALITY: Percent of facilities in satisfactory condition or needing only minor rehabilitation

1. Satisfactory: Suitable for continued use with normal maintenance.

2. Minor Rehabilitation: Needs minor physical rehabilitation or repair. The approximate cost of physical rehabilitation is less than 25 percent of the replacement value of the structure.

3. Rehabilitation: Rehabilitation would cost 25 percent to 50 percent of the replacement value.

4. Major Rehabilitation: Cost of rehabilitation is 50 percent or more of the replacement value.

5. Physically Obsolete: Physically inadequate and not feasible to renovate. The structure should be evaluated for demolition.

Evaluation includes building systems (HVAC, electrical, plumbing, etc.) as well as safety issues and federal regulations (ADA, OSHA, etc.).

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ProjectionsQUALITY: Percent of facilities in satisfactory condition or needing only minor rehabilitation

2006 2007 2008 2009 2010 2011 2012 2013

Projected % for UA 42.2 46.3 48 46.9 42.6 42.6 37.8 37.8

Why the change?

Schrank Hall reclassified UP to satisfactory

Whitby Hall and the Polymer Education Academic Center reclassified DOWN to rehab

The Buchtel College of Arts & Sciences Building reclassified DOWN to rehab

Simmons Hall reclassified DOWN to rehab

Square footage affected

24,212 41,422 78,910 59,176

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ProjectionsQUALITY: Total size of endowment and foundations per FTE (annual)

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FACTS AND RATIONALE:

In the past year, endowment dollars per FTE decreased due to:

•investment performance and

•student credit hour increases that outpaced record fund-raising, and

•modest endowment growth.

We predict a second year of reduction in endowment value per FTE because of:

•the effect of the economic downturn on the market value of endowments, and

•the continued success in recruitment and retention.

Our projections reflect an intent to continue growing both external funding and FTE enrollment aggressively, while acknowledging that market returns have been weak in recent history and are increasingly unpredictable.

With all three factors (a leveling off of enrollment growth, continued record growth in fund raising and a return to strong investment yields in 2009), we believe we can meet or exceed statewide percentage increase set by USO for 2014.

Rationale for ProjectionsQUALITY: Total size of endowment and foundations per FTE (annual)

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ProjectionsQUALITY: Federally financed research spending (annual)

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FACTS AND RATIONALE: •The state has yet to set a system-wide goal.

•Based on UA’s strategic directions, and assuming that (most) new faculty hires are in STEMM areas.

•Start-up packages and lab facilities will impact this measure.

Rationale for ProjectionsQUALITY: Federally financed research spending (annual)

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ProjectionsECONOMIC LEADERSHIP: Percentage of bachelor's degree recipients with at least one year of credit from a community college



No UA historical data is available.

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FACTS

• UA was the first state university to partner with Lorain County Community College in the late 1990s to establish LCCC’s University Partnership Program where UA delivers bachelor’s degrees to LCCC campus. Three UA colleges deliver bachelor’s degrees onto LCCC campus.

• In 2002, UA began delivering bachelor’s degrees to other community college campuses throughout the state. UA also delivers courses into regional high schools.

• UA has arranged for community colleges and four-year degree-granting colleges to deliver academic programs at UA’s Wayne campus and at the Medina County University Center.

• Innovation Alliance and Midpoint campus support this goal. RATIONALE:

• We will contribute to the state’s goal of increasing the number of bachelor’s degree recipients with at least one year of credit from a community college.

Rationale for ProjectionsECONOMIC LEADERSHIP: Percentage of bachelor's degree recipients with at least one year of credit from a community college

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ProjectionsECONOMIC LEADERSHIP: Industrially financed research spending (annual)


UA historical data

No USO goals have been defined

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Rationale for ProjectionsECONOMIC LEADERSHIP: Industrially financed research spending (annual)

FACTS AND RATIONALE: •The state has yet to set a system-wide goal.

•Based on UA’s strategic directions, and assuming that (most) new faculty hires are in STEMM areas.

•Available start-up packages and lab facilities will impact this measure.

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ProjectionsECONOMIC LEADERSHIP: Enrollment of international students


UA historical data up to baseline (2006)


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RATIONALE:

UA’s increase in international students will be based, in part, on

increased STEMM enrollment and such initiatives as the Confucius

Institute.

Rationale for ProjectionsECONOMIC LEADERSHIP: Enrollment of international students

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ProjectionsECONOMIC LEADERSHIP: Ohio students studying abroad annually


UA historical data up to baseline (2006-07)


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RATIONALE:

We project that our growth will be limited, based on capacity issues and

historical trends.

Rationale for ProjectionsECONOMIC LEADERSHIP: Ohio students studying abroad annually

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ProjectionsECONOMIC LEADERSHIP: Knowledge transfer measurement

ECONOMIC LEADERSHIP: Business satisfaction

The USO has not yet defined goals for either of these measurements.

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ProjectionsECONOMIC LEADERSHIP: Students engaged in internships and co-ops


UA historical data up to baseline (2006-07)


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Rationale for ProjectionsECONOMIC LEADERSHIP: Students engaged in internships and co-ops

FACTS:

•The number of students participating in co-ops and internships at UA has increased 30% from 2003-04 to 2007-08.

•About 80 percent of engineering students participate in a co-op experience as part of their undergraduate curriculum, and the number of undergraduate engineering students has also increased 30% during the last five years.

•Based on a 2008 survey, all of UA’s colleges have internship, co-op or similar clinical experiences, with 84% of UA students participating. Many of UA’s colleges utilize co-ops as a capstone course.•UA awarded largest Choose Ohio First grant in first round of competition--helps to fund coops/internships

RATIONALE:

•UA is very close to meeting its share of the USO goal today. We believe we can meet the 2013 goal.

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ProjectionsAFFORDABILITY: Average out-of-pocket cost

The purpose of this measure is to compel universities to design strategies to minimize the impact of tuition on low-income, high-financial-need students.

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Rationale for ProjectionsAFFORDABILITY : Average out-of-pocket cost

IUC Unified Tuition and SSI Strategy

In the event that the University receives NO additional state financial assistance the voluntary cap on tuition increase be 6%.

In the event that the University receives a 2% increase in state financial assistance the voluntary cap on tuition increase be 5%.

IUC Affordability Pledge

Net tuition will not increase above the Higher Education Pricing Index (3.6%) for undergraduate students in the lowest income (Pell eligible) categories.

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Rationale for ProjectionsAFFORDABILITY : Average out-of-pocket cost

UA will submit two reports to USO:

Report #1No increase in SSI6% increase in undergraduate tuition

Report #22% increase in SSI5% increase in undergraduate tuition

Presumes no increases in Pell Grants.

Net tuition does not increase above HEPI (3.6%) for students in the lowest income/high need categories.

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ProjectionsAFFORDABILITY : Average out-of-pocket cost

Expected Family Contribution=$0

2007-2008 School Year

(actual)

2008-2009 School Year

(actual)

2009-2010 School Year (Estimate)

2010-2011 School Year (Estimate)

# of Students 2,401 2,424 2,540 2,654

Average Gross Tuition and Fees

$8,383 $8,613 $9,130 $9,677

Average Grants $6,146 $6,892 $7,348 $7,830

Average Net Tuition and Fees $2,237 $1,721 $1,782 $1,847

Affordability Report #1 for students with an EFC of $0- No increase in SSI- 6% tuition increase

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Rationale for ProjectionsQUALITY: Tuition and fees weighted average of bachelor's degree offered on a community college or regional campus

Cost efficient: Students can earn a four-year degree by taking part of their coursework on a community college campus

UA partnership programs: UA has a number four-year degrees that are offered at local community colleges and other off-site locations

Example: BS in Accounting offered at Lorain County Community College

• 90 hours of LCCC coursework (current per credit hour rate = $102)

• 39 hours of UA coursework (current per credit hour rate = $349)

Tuition* 2008-09 2009-10 2010-11 2011-12 2012-13 2013-14

Avg. yearly cost^

$5,294 $5,612 $5,949 $6,306 $6,684 $7,085

30 hoursat UA

$8,613 $9,130 $9,677 $10,257 $10,873 $11,525

^ Average yearly cost based on 30 credit hours of the combined program.

* Assumes 6% increase in tuition per year beginning 2009-10.

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ProjectionsAFFORDABILITY : State funding per FTE-relationship to the national average

This is a measure that the state is charged to meet.

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ProjectionsQUALITY: Percentage of first-time enrollees below age 21 with one semester or more of college credit earned during high school

UA goal to maintain share of USO target


UA historical data not available

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Rationale for ProjectionsQUALITY: Percentage of first-time enrollees below age 21 with one semester or more of college credit earned during high school

FACTS:

•This is primarily a state level measure that we can help influence through the number of PSEO high school students we enroll.

•The number of dual-enrollment students (including PSEO/Senior-to-Sophomore students) enrolled at UA for fall 2008 is 503 students – up 52% from fall 2004.

•53 percent of our PSEO students re-enroll at UA after graduating from high school. 24 percent of our PSEO students enroll at another Ohio public university.

•UA’s Early College High School, a partnership with Akron Public Schools, will have 300 students by fall 2009. The first two cohorts are on a track to graduate with high school degrees and 30 to 60 hours of college credit.

RATIONALE:

•We expect to increase the number of PSEO and other traditional age (< 21) students during the USO projection time period and contribute to the state’s desired increase.

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In Summary:

GREEN: We are very close to or meeting the USO goal

•Bachelor’s degrees

•Graduate degrees

•Total post-secondary enrollment

•Enrollees in top 20% ACT/SAT

•Size of endowments

•Students engaged in internships & co-ops

YELLOW: We expect to meet 50% to 75% of the USO goal•Associate degrees•Total STEMM degrees•Degrees awarded to first-generation students•% degrees awarded to Black and Hispanic students•Early college credit earned •Credit from community college

No goal defined by state yet

•Average cost

•Tuition and fees

•Invention disclosures/start-ups

•Business satisfaction

•Federal research spending

•Industrially financed spending

RED: We expect to meet less than 50% of the USO goal

•Total enrollees age 25 and older•Facility conditions •Ohio students who study abroad •Int’l students who study here•Improvement in graduation rate

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Next Steps

1. Revise reports using your input

2. Put in final report format

3. Prepare for your formal approval at Dec. 10 meeting

4. Submit to the Chancellor

5. Communicate to the campus community for their strategic planning to enable us to meet our projections

aligning ua’s strategy with the priorities of the uso

Documents