Integrating Enrolment and Budget Planning: Creating SEM Decision Packages Canadian SEM Summit Vancouver, BC May 14, 2009

Canadian SEM Summit Vancouver, BC May 14, The SEM Plan

Canadian SEM Summit Vancouver, BC May 14, Challenges with Traditional SEM Plans Comprehensive to a fault Lose potential allies in the details Focus on planning rather than doing Too often sit on the shelf

Canadian SEM Summit Vancouver, BC May 14, Let’s Change the Paradigm Focus on what matters most to decision makers Extend the planning horizon Do our homework Hold ourselves accountable

Canadian SEM Summit Vancouver, BC May 14, Creating a SEM Decision Package Physical Capacity Undergrad/ Grad Residency Program Capacity Special Skills Academic Profiles Majors Ethnicity Institutional Mission  Phase 1: Identify specific enrollment goals

Canadian SEM Summit Vancouver, BC May 14, Creating a SEM Decision Package Phase 2: Identify enrollment investments and measureable outcomes –Recruitment –Retention – Infrastructure –Beyond enrollment service units

Canadian SEM Summit Vancouver, BC May 14, SEM Decision Package Budget Initiative Investments Year1234 Retention programs Retention audit50,000 Program enhancements25,00065,00095,0007,000 Admissions Office Predictive modeling40,000 OSU Nights ,00015,00020,000 Hosting HS Counselors15,000 10,00020,000 Increase names purchase5,000 OOS travel10,000 International travel Additional recruitment materials/postage 10,000 15,000 Classified staff: OS2(Recruitment support)2.0FTE 40,500 Assistant Director(Coordinate non-resident recruiting)2.0FTE72,500 Admission Counselor(Added travel and programs) 59,400 Technology Infrastructure Web Services Manager(Enhance EM web services, incl. scholarship site)1.0FTE87,000 Web assistant Web search services (e.g., Hobsons)20,000 Outsourced systems maintenance (e.g., Document Management) 25,000 Financial Aid & Scholarships Office Leveraging analysis 45,000 University Scholars Program10,000 30,000 Classified staff: Adm Svcs(Develop and maintain Web information)1.0FTE48,000 Classified staff: OS2(Relieve severe understaffing, enhance service)1.0FTE 40,500 Assistant Director(Relieve severe understaffing, enhance service)1.0FTE 72,500 Student Orientation and Retention Programs Additional out-of-state START programs ,000 Increased program participation 10,000 New parent programs10,000 Classified staff: OS2(Develop and maintain Web information)1.0FTE Program Coordinator Assistant Director(Coordinate out-of-state START programs,1.0FTE 72,500 oversee parent programs) Marketing Advertising to support recruitng activities50, ,000 Market research, required to develop effective advertising25,00010,000 Nonrecurring expense New staff set-up500015,00020,0005,000 Document Management 260,000340,000 TOTALSRecurring Investments482,500481,000300,000156,400 Nonrecurring Investments15,00020,000200,000345,000 FY Total497,500501,000500,000501,400 CUMULATIVE497,500998,5001,498,5001,999,900

Canadian SEM Summit Vancouver, BC May 14, Creating a SEM Decision Package Phase 3: Identify Measureable outcomes –Enrollment –Gross revenue –Net revenue

Canadian SEM Summit Vancouver, BC May 14,

10 Creating a SEM Decision Package Phase 4: Track Enrollment, Net Revenue, and Institutional Budget Outcomes

Canadian SEM Summit Vancouver, BC May 14, Enrollment Outcomes

Canadian SEM Summit Vancouver, BC May 14, Financial Outcomes

Canadian SEM Summit Vancouver, BC May 14, Creating a SEM Decision Package Phase 5: Create Reinvestment Strategies –Enrollment –Gross revenue –Net revenue

Canadian SEM Summit Vancouver, BC May 14, Costs and Reinvestments

Thank you! Bob Bontrager