All University Staff Meeting November 16, 2018 Chancellor Mark A. Mone

Overview UWM’s strategic objectives Strategic partnerships UWM budget outlook UWS Title and Total Compensation project Questions and answers

Strategic Objectives Student success Research excellence Community engagement and talent pipeline People as a platform Branding, image and visibility Student success (enrollments, retention/graduation & student/alumni placement) Research excellence Critical status & prestige driver, have been some challenges w/ budgetary constraints, faculty retention & other campus’ investments Community engagement & talent pipeline—long engaged in this region’s business, health, education, arts & social community issues (e.g., Carnegie Engaged University & APLU’s IEP recognition): UWM is evolving significantly People as a platform—our greatest asset is our hard working & talented F/S Branding, image & visibility

Supporting Our Objectives $4.1M – Scholarships offered; 35% increase from 2014 1,884 – Students offered scholarships; 79% increase 289 – Salaries supported*; 55% increase $214.6M+ raised (As of 11/9/18) More donors and many more NEW donors Employee & retiree giving up by 38% in FY17; and 4.4% increase in participation Endowments will continue to grow Seeing a positive, upward trend More & larger scholarships to more students $4,112,179.90 Foundation & trust-based scholarships (35% increase over 2014 level) … … awarded to 1,884 students in FY18 (79% increase) More salaries supported year over year – 186 two years ago to 289 last year (55% increase) (186 in FY16; 230 in FY17; and 289 in FY18) THIS is why the campaign matters ACTIVE AND RETIRED UWM EMPLOYEE GIVING: FY18: $931,954* (38.4% increase over FY17) FY18 participation rate: 11.31% (4.4% increase) *FY18 by headcount

Strengthening UWM Importance of building image / visibility Brand ambassadors Budget advocacy

Strategic Partnerships Multiple schools/colleges Student-centric Multiple schools/colleges Student-centric Innovative revenue streams Bold thinking Innovative revenue streams Bold thinking

New & Emerging Strategic Partnerships Lubar Entrepreneurship Center Northwestern Mutual Data Science Institute Connected Systems Institute M³ (M-Cubed) Higher Education Regional Alliance Freshwater University Digital Education Service Center Strategic partnerships are giving us momentum. Feature bold thinking; new revenue streams, structures & ways of operating; and create opportunities for our students, F/S & communities Important themes that cut through this collaborative work: A focus on equity for all in our region lifelong learning skills; not just being prepared for today’s jobs education that is grounded in humanities, social sciences & arts Innovation & creativity that will foster prosperity NEW: LEC: new facility opening in 2019; existing interdisciplinary & collaborative instruction & programs NM Data Science Institute: partnership with NM & MU; curricular & research development CSI: digital connections; growing IoT (smart homes, industrial automation); partnering w/ RA, Microsoft, ANSYS, WEDC & others M³: UWM, MPS & MATC partner to increase retention, grad rates & career success of students; prepared workforce/strong economy HERA: first of its kind partnership among IHEs in SE WI to leverage resources & coordinate efforts to expand an educated, innovative, nimble talent system to meet workforce needs EMERGING: FWU: harnessing UWM SFS & UWS curriculum & research intellect to attract & retain water talent & business DeSC: In talks with Business Roundtable and Business & Higher Ed Forum to create a new business model for Fortune 250 firms — on-line, accessible platform for certificates, badges, real-time, on-line education where & as needed

UWM Budget Snapshot and Future Context and where we are Mid-term election impact – Governor, Regents FY19 budget – expecting continued improvement Current financials Institutional balanced budget in FY18 Efficiency and effectiveness Transitioning to new budget model Integrated Support Services 2019-21 biennial budget process underway Operational budget – BOR asking for increase Capital budget – FY21 request is favorable

UWS Title and Total Compensation Market- informed title and salaries Supplemental benefit review, valuation and analysis Modernized and sustainable title and total compensation structure 2 Goals & 1 Outcome

TTC Project Timeline Begin 2017 2018 2019 Market Matching of Job Titles Title Structure Job Framework Job Description Development and Vetting Build Compensation Structure We are here Communication and Change Management Progress is being made What’s next? Employee benefits preference survey – Nov. 28 – Dec. 14, 2018 Status update meetings from HR at UW institutions Job description review by employees & supervisors

All University Staff Meeting Questions & Answers All University Staff Meeting November 16, 2018