1. Administrative Leadership Meeting Wednesday, March 16, 2016

2. * Q&A available immediately following the presentation
Today’s Agenda:
Welcome & Overview of responses from February meeting Don Loppnow, Interim President
*“Enrollment 101” Kevin Kucera, Associate Vice President for Enrollment Management
*FY16 Budget Update Mike Valdes, Chief Financial Officer
Table Discussion, survey sheets, and Open Q&A
Closing Remarks
DON’S INTRODUCTORY COMMENTS:
Received outstanding feedback from employees on the surveys we distributed at the last meeting
A list of every response to the questions from the February meeting will be posted online after this meeting.
A copy of those responses is at each table – only one copy to save paper because it’s more than 40 pages in length!
Today, we will begin with a brief overview of your responses
After that, Kevin Kucera will provide a brief overview of enrollment trends and plans – this was a popular request in the survey responses
After that, Mike Valdes will provide an update about the current year’s budget
Q&A available after each presentation
A few copies of today’s presentations are available at your table in case you can’t see the screens, and today’s presentation will be posted online later today.
We also posted February’s presentation online.
We’ll close with table discussion, another (much shorter) survey, and final Q&A
* Q&A available immediately following the presentation

3. 1. Overview of responses from February meeting
* Q&A available immediately following the presentation

4. Q1. What are your three (or more) most pressing questions that you would like to have answered about the University?
Themes
Count
Budget: revenue shortfalls, expenses, capital, strategies for addressing challenges, etc. 45
Having clear future directions / priorities 34
Institutional stability, morale, efficiency, transparency, accountability/diversity 33
Athletics: Cost / Benefit analysis 27
Enrollment: questions re: enrollment changes, etc. 23
Student recruitment & EMU branding (internationally and locally) 22
Academic programs / innovation / revitalization / sustainability 19
Themes
Count
Capital: Campus & Building Renovations / Capital improvement 17
Student success (retention, completion) 16
Alumni / community involvement / fundraising 13
Communication & Collaboration: build strategic partnerships, etc. 9
Employees: Keep / promote / train skilled leaders / employees 8
Employees: Compensation and benefits 6
Faculty involvement / participation 3
EXAMPLES:
Category: “Budget”
-- “How are we going to get past our budget shortfalls?”
-- “Can we borrow more to improve our buildings?”
-- “How do other universities grow their reserve funds?”
-- “Why do we continuously budget at unrealistic levels?”
Category: “Having clear future directions / priorities”
-- “Future plan of the graduate school?”
-- “What are EMU’s priorities for the next five years?”
 Our goal is to answer as many of these questions as we can in the coming months through these meetings, new communications, etc.
March 16, 2016

5. Q2. Identify the three (or more) most important areas where we need to improve in educating and serving our students.
Themes
Count
Student success & engagement (all service and academic departments) 44
Academic program quality and revitalization (graduate, GenED, research and scholarship, specific colleges, etc.) 31
Advising & Career Services 28
Facilities (parking, housing, classrooms, bathrooms, etc.) 26
EMU recruitment and branding (expand recruiting efforts, international, etc.) 25
Alumni / community presence & partnerships (recruit, fundraise, etc.) 23
Themes
Count
Launch more innovative, & sustainable programs (health sciences, STEM, etc.) 20
Institutional efficiency / customer service
Communication & collaboration 19
Technology support (current equipment, accessible IT staff, etc.) 15
Tuition pricing / financial aid / scholarships
Use data-driven decision-making and planning 10
Safety & security 7
Re-assess the value of athletic programs 5
EXAMPLES:
Category: “Student success & engagement (all service and academic departments)”
-- “Retention and graduation rates need to be addressed at the academic program level.”
-- “We need to be less rigid about rules to satisfy graduation requirements – specifically, allow students to double count courses for double majors…”
-- “Retention of the students should be a huge campaign. Once we get them, we have to keep them.”
Category: “Academic program quality & revitalization”
-- “New majors like neuroscience need funding. These are the future strengths…”
-- “Rebuilding the reputation of the COE as we end the relationship with EAA”
Category: “Advising & Career Services”
-- “Need to continue improving advising and helping students keep on track”
-- “Advising within departments – faculty need to become willing to advise in GenEd”
-- “Develop pathways for students”
March 16, 2016

6. Q3. What are the three (or more) most important actions that need to be taken to become a more effective Administration?
Themes
Count
Improve communication (share important information, give / receive feedback, etc.) 78
Greater collaboration 34
Training (leadership, decision making, respect, accountability, shared vision, etc.) 27
Build trust and transparency
Realistic budgeting 24
Maintaining & recognizing quality staff and faculty (compensation & benefits) 19
Consistent policies, processes and procedures 10
Themes
Count
Effective and positive branding 10
Improve engagement by regents and Faculty Senate 9
Focus on student success (retention, innovative programs, etc.) 8
Increase data driven practices (e.g., set up enrollment goals) 7
Revamp HR & IT systems (Concur, Banner, etc.) 6
Reconsider role of athletics (funding, etc.) 5
Maintaining facilities 3
EXAMPLES:
Category: “Improve communication”
-- “Maintain open lines of communication (today’s AP meeting is a good example)”
-- “Transparency”
Category: “Greater collaboration”
-- “Advocate inter-department collaborations”
-- “More collaboration between different units” (e.g., faculty and admin)”
Category: “Better training”
-- “Train us on AAUP contract”
-- “Coaching and training for new administrators” -- “More training available with regard to admin processes and/or Banner or other software”
-- “Put VPs and Directors at front desks occasionally”
March 16, 2016

7. Q4. What are three (or more) actions we can take that would make our communications with you more effective?
Themes
Count
Regular leadership meetings at / with different levels 73
Improve transparency (decision-making, budget, etc.) 24
Provide regular short briefings / updates to address specific issues and share ideas 22
Themes
Count
More opportunities to collaborate / share strategies 15
Distribute, explain, and discuss institutional data, particularly in areas of budget, enrollment, spending, etc. 14
Use different means of communication (social media, etc.) 9
EXAMPLES:
Category: “Regular leadership meetings at / with different levels”
-- “All AP meetings”
-- “These meetings so we have information and input”
-- “Q&A with an executive similar to Carl Powell’s coffee sessions at Halle”
-- “Presidents Town Hall meetings”
Category: “Improve transparency”
-- “Make processes for communicating re: resources transparent”
-- “Better internal communication – online news, not just the Eastern daily”; “A better designed employee / staff communication (EMU Today)”; “Re-Do EMU Today Portal”
-- “Explain the why’s of why decisions are made – not just communicating the decision”
-- “Respond to our s – even if it’s just ‘thanks’”
Category: “Provide regular short briefings / updates to address specific issues and share ideas”
-- “Let us know personnel actions: hirings, departures”
March 16, 2016

8. Q5. What are our “Points of Pride”
Q5. What are our “Points of Pride”? What positive accomplishments should we promote?
Themes
Count
High quality programs / education 70
Campus “feel” (location, layout, size, beauty, family-type atmosphere, and safe campus) 56
Diversity 39
Strong community connections 16
Themes
Count
Affordability / scholarship opportunities 15
History / reputation / branding / Carnegie reclassification 12
Successful alumni 10
EXAMPLES:
Category: “High quality programs / education”
-- “Educating MI’s ‘sale of the earth’”; “blue collar”
-- “PA program”
-- “Student-faculty ratio – small class size”; “Teacher/faculty ratio”
Category: “Campus ‘feel’”
-- “Beautiful campus”
March 16, 2016

9. Want to learn more? http://irim.emich.edu/AP_Comments.php?
Documents available online include:
Every response (unedited) to the February survey questions
February 2016 powerpoint presentation
March 2016 powerpoint presentation (uploaded later this week)
VERBAL COMMENTS:
As promised, every written response to the February survey is posted online at this website – 76 pages of material!
We’ve also uploaded last month’s powerpoint presentation
Later this week, we will upload today’s presentation
Next up: Kevin Kucera will walk us through Enrollment
March 16, 2016

10. * Q&A available immediately following the presentation
2. “Enrollment 101”
DON’S INTRODUCTORY COMMENTS:
Received outstanding feedback from employees on the surveys we distributed at the last meeting
Today, we will begin with a brief overview of your responses
After that, Kevin Kucera will provide a brief overview of enrollment trends and plans – this was a popular request in the survey responses
After that, Mike Valdes will provide an update about the current year’s budget
Q&A available after each presentation
We’ll close with table discussion, another (much shorter) survey, and final Q&A
* Q&A available immediately following the presentation

11. FALL 2015 - FTIAC Applications Admitted Students Enrolled Students
Yield
14,064
10,467
2,856
27.3%
March 16, 2016

12. ENROLLED FRESHMAN FOR EMU & TOP COMPETITORS
College
Fall 2011
Fall 2015
2011 vs
% Increase
Market Share 2011
Market Share 2015
EMU
2,130
2,856
726
34.1%
6.7%
8.7%
CMU
3,838
3,443
-395
-10.3%
12.0%
10.5%
GVSU
3,927
4,155
228
5.8%
12.3%
12.7%
MSU
7,782
7,929
147
1.9%
24.3%
24.2% OU
2,361
2,716
355
15.0%
7.4%
8.3%
UM-AA
6,251
6,071
-180
-2.9%
19.5%
18.5%
WMU
3,301
3,009
-292
-8.8%
10.3%
9.2%
WSU
2,416
2,562
146
6.0%
7.5%
7.8%
March 16, 2016

13. FRESHMAN PROFILE – 2011 vs. 2015 Enrolled Freshmen Fall 2011 Fall 2015
ACT
21.06
22.10
1.04
GPA
3.12
3.27
0.15
Pell %
49.9%
47.7%
-2.2%
African-American
535
728
193
Hispanic 66
176
110
March 16, 2016

14. FRESHMAN PROFILE - FALL 2015
TOP MAJORS (Based on Enrollment)
1. Undeclared
2. Nursing Intent
3. Psychology
4. Criminology/Criminal Justice
5. Business Administration
6. Pre-Med/Osteopathy
7. Biology
8. Liberal Arts Elementary Teaching
9. Pre-OT
10. Mechanical Engineering Tech.
BY COLLEGE
March 16, 2016

15. FRESHMAN PROFILE - FALL 2015
TOP FEEDER HIGH SCHOOLS
Huron High School (83)
Lincoln High School (51)
Canton High School (46)
Southgate-Anderson High School (42)
John Glenn High School (41)
Saline High School (41)
Belleville High School (40)
Plymouth High School (38)
Brighton High School (43)
John F. Kennedy High School (33)
BY COUNTY
March 16, 2016

16. FTIAC STUDENT ENROLLMENT
Cohort
Students
Credit Hours
Gross Tuition & Fee Revenue
Financial Aid
Net Revenue
Fall 2010
1,984
53,588
$16,773,044
$5,570,355
$11,202,689
Fall 2011
2,118
60,744
$19,262,421
$7,174,481
$12,087,940
Fall 2012
2,595
75,228
$24,483,334
$10,079,128
$14,404,206
Fall 2013
2,872
83,150
$28,039,601
$11,049,425
$16,990,176
Fall 2014
2,553
74,011
$25,998,456
$10,862,370
$15,136,086
Fall 2015
2,855
83,777
$31,198,599
$14,805,293
$16,393,306
March 16, 2016

17. CHANGE IN STUDENT MIX FULL-TIME STUDENTS Headcount Credit Hours
Fiscal 2012 (entered prior to Fall 2006)
1,246
21,505
Fiscal 2013 (entered prior to Fall 2007)
1,160
19,904
Fiscal 2014 (entered prior to Fall 2008)
574
9,051
Fiscal 2015 (entered prior to Fall 2009)
429
6,764
Fiscal 2016 (entered prior to Fall 2010)
374
5,897
Term
Total SCH
Summer 2011
69,890
Summer 2012
63,402
Summer 2013
58,158
Summer 2014
52,188
Summer 2015
47,571
PART-TIME STUDENTS
Headcount
Credit Hours
Fiscal Year 2013
6,400
81,000
Fiscal Year 2016
4,200
56,000
March 16, 2016

18. TRANSFER STUDENT ENROLLMENTS
Fall 2012
Fall 2013
Fall 2014
Fall 2015
Change
% Change
TOTAL
2,094
1,949
1,769
1,537
-557
-26.6%
College of Arts and Sciences
635
633
588
498
-137
-21.6%
College of Business
291
285
265
276
-15
-5.2%
College of Education
262
215
170
156
-106
-40.5%
College of Health & Human Serv.
518
497
450
377
-141
-27.2%
College of Technology
208
191
221
143
-65
-31.3%
March 16, 2016

19. MICHIGAN COMMUNITY COLLEGE ENROLLMENT TRENDS
2010
2011
2012
2013
2014
% Change
Henry Ford CC
18,525
17,650
17,338
13,836
13,790
-34%
Jackson College
7,870
6,988
6,328
5,665
5,487
-43%
Lansing CC
21,969
20,640
19,082
17,562
16,031
-37%
Macomb CC
24,468
23,969
23,729
23,446
22,914
-7%
Monroe County CC
4,723
4,440
4,071
3,777
3,482
-36%
Oakland CC
28,925
29,158
27,296
26,405
24,031
-20%
Schoolcraft College
13,579
12,770
12,522
12,385
11,542
-18%
Washtenaw CC
14,189
12,932
12,476
12,327
12,295
-15%
Wayne County CC District
21,198
20,440
18,176
18,119
16,310
-30%
March 16, 2016

20. MICHIGAN PUBLIC UNIVERSITY ENROLLMENT TRENDS
2010
2011
2012
2013
2014
% Change
Central Michigan University
28,292
28,194
27,626
26,841
26,879
-5%
Eastern Michigan University
23,565
23,419
23,518
23,447
22,401
Grand Valley State University
24,541
24,662
24,654
24,477
25,094 2%
Oakland University
19,053
19,379
19,740
20,169
20,519 7%
University of Mich.-Dearborn
8,599
8,664
8,790
8,748
8,923 4%
Wayne State University
31,505
30,765
28,938
27,897
27,578
-14%
Western Michigan University
25,045
25,086
24,598
24,294
23,914
March 16, 2016

21. NEW ACCELERATED ONLINE PROGRAMS – RN2BSN
March 16, 2016

22. * Q&A available immediately following the presentation
3. FY16 Budget Update
DON’S INTRODUCTORY COMMENTS:
Received outstanding feedback from employees on the surveys we distributed at the last meeting
Today, we will begin with a brief overview of your responses
After that, Kevin Kucera will provide a brief overview of enrollment trends and plans – this was a popular request in the survey responses
After that, Mike Valdes will provide an update about the current year’s budget
Q&A available after each presentation
We’ll close with table discussion, another (much shorter) survey, and final Q&A
* Q&A available immediately following the presentation

23. Overview
Recent financial results put University in challenging financial position.
University expenses have generally been kept within Budget.
Unfortunately, revenue growth has been challenging, and revenue budgets have not been accurately estimated to reflect the challenges.
Need to improve financial position.
March 16, 2016

24. State Support vs. Tuition (Gross)
March 16, 2016

25. State Support vs. Tuition (Gross)
March 16, 2016

26. Student Credit Hours Trend (2009-2017) (in 000’s)
* Forecast
March 16, 2016

27. SCH Budget vs. Actual
March 16, 2016

28. FY16 Revenue (Budget vs. Actual)
FY16 Budget
Projected
(as of 2/29/16)
vs. Budget
Tuition and Fees
$ 229,300,000
$ ,800,000
$ (3,500,000)
State Appropriations
$ 72,700,000
$ ,700,000 $
Investment Income
$ ,500,000 $
$ (1,500,000)
Other Revenue
$ ,500,000
$ ,200,000
$ (300,000)
$ 312,000,000
$ ,700,000
$ (5,300,000)
March 16, 2016

29. Expense Management Trends
($ in millions)
FY-13
FY-14
FY-15
FY-16
CAGR
Total Personnel Costs
197.5
198.1
196.6
196.5
-0.2%
Financial Aid
35.4
39.2
43.8
48.5
11.1%
Supplies, Services, & Maintenance
36.3
35.5
36.1
38.2
1.7%
Utilities
5.2
5.5
4.9
-2.0%
Debt Service/Asset Preservation
14.9
16.3
3.0%
Foundation Support
1.8
1.6
-3.9%
Other (Contingency)
0.9
1.7
4.1
5.7
85.0%
Total Expenditures
292.0
296.4
304.0
311.7
2.2%
Expenditures w/o Financial Aid
256.60
257.20
260.20
263.20
0.9%
% Increase Y-O-Y
0.2%
1.2%
March 16, 2016

30. Operating Surplus (Deficit) History*:
*Annual surplus/(deficit) adjusted for investment income, gain/loss on derivative valuations and capital appropriations
March 16, 2016

31. Auxiliary Surplus/Deficit
FY14 Actual
FY15 Actual
FY 16 Budget
Revenue
Expenses
Net
ACC
361,475
(562,964)
(201,489)
853,982
(1,150,015)
(296,033)
1,350,000
(1,300,603)
49,397
Children's Institute
608,330
(1,081,143)
(472,813)
606,131
(1,029,031)
(422,900)
590,000
(1,370,797)
(780,797)
Convo/Pease
697,167
(1,688,205)
(991,038)
589,556
(1,618,130)
(1,028,574)
632,949
(1,487,819)
(854,870)
Dining
18,115,559
(17,102,021)
1,013,538
17,987,974
(17,153,940)
834,034
17,944,843
(17,147,270)
797,573
Eagle Crest
1,831,658
(1,831,658) -
1,846,244
(1,702,889)
143,355
1,794,626
(1,794,626)
Echo
164,433
(709,650)
(545,217)
172,653
(407,373)
(234,720)
190,000
(331,867)
(141,867)
Housing/Apts
17,993,389
(16,388,202)
1,605,187
17,687,646
(15,414,489)
2,273,157
18,792,923
(15,988,073)
2,804,850
Parking
3,513,578
(2,498,750)
1,014,828
3,459,957
(2,236,269)
1,223,688
4,471,723
(2,551,152)
1,920,571
Practice Facility
350,728
(301,327)
49,401
312,141
(303,076)
9,065
315,816
(280,870)
34,946
Rec/IM
586,433
(1,965,475)
(1,379,042)
642,994
(2,215,852)
(1,572,858)
610,000
(2,170,662)
(1,560,662)
Student Center
1,147,829
(2,017,798)
(869,969)
1,198,492
(2,190,128)
(991,636)
1,070,000
(2,174,300)
(1,104,300)
Univ Health Services
1,030,532
(2,104,807)
(1,074,275)
1,156,898
(2,101,969)
(945,071)
1,100,000
(2,194,330)
(1,094,330)
46,401,111
(48,252,000)
(1,850,889)
46,514,668
(47,523,161)
(1,008,493)
48,862,880
(48,792,369)
70,511
March 16, 2016

32. EMU Reserve Trends ($ in millions)
March 16, 2016

33. Strategies to Address Projected FY16 Deficit
Multiple Budget Meetings with EC on controlling costs for FY16
Preliminary Development of FY17 Expense Budget
Implemented changes to:
FF&E expenditures
Travel
Pause to all but “Mission Critical” hiring
March 16, 2016

34. Questions? DON’S COMMENTS:
We take your written feedback seriously. As I mentioned earlier, we are still digesting them, have provided some copies at tables, and will post every response online at the website.
We’ll also post today’s presentation online.
Now we want more feedback from you!
Please take a few minutes to provide your thoughts on some of the topics we discussed today about revenues and expenses, and solutions to help address these challenges.
Feel free to chat with your table-mates.
In a few minutes, we’ll open it up for Q&A on any topic.