1. DEGREE AND ENROLLMENT PLANNING UPDATE Board of Governors Strategic Planning Committee November 17, 2005

2. Board of Governors 2 November 17, 2005 [DRAFT] How Do University Bachelor Degree Plans Compare to BOG Goals? 97% of Goal Lower by Equivalent of One Year’s Planned Growth 97% of Goal Lower by Equivalent of One Year’s Planned Growth

3. Board of Governors 3 November 17, 2005 [DRAFT] How Do University Masters Degree Plans Compare to BOG Goals? 106% of Goal

4. Board of Governors 4 November 17, 2005 [DRAFT] How Do University Emerging Tech Doctorate Plans Compare to BOG Goals? Within BOG Goal Range

5. Board of Governors 5 November 17, 2005 [DRAFT] How Do University Professional Degree Plans Compare to BOG Goals? 104% of Goal

6. Board of Governors 6 November 17, 2005 [DRAFT] How Do University Degree Plans Compare with University Enrollment Plans?

7. Board of Governors 7 November 17, 2005 [DRAFT] How Do University Degree Plans Compare with University Enrollment Plans? USF is in process of revising enrollment plans

8. Board of Governors 8 November 17, 2005 [DRAFT] What Are the Key Variables in Enrollment Planning? # of new applicants % of applicants admitted % of admitted applicants who enroll (yield) % of enrolled students who return (retention) # of credits per student (intensity)

9. Board of Governors 9 November 17, 2005 [DRAFT] What Factors Determine the Number of Applicants? Number of Applicants Demographics Cost/Perception of Value Preparation Largely determined by external factors Tuition and financial aid are main policy tools Recruiting / outreach also important Largely determined by external factors Tuition and financial aid are main policy tools Recruiting / outreach also important

10. Board of Governors 10 November 17, 2005 [DRAFT] How Closely Have Applications Tracked Certain Trends in Florida?

11. Board of Governors 11 November 17, 2005 [DRAFT] What Factors Determine the Percent of Applicants Admitted? Percent of Applicants Admitted Institutional / System Policy, Planning, and Finance Estimates of Yield (Next Slide) Primarily a policy / planning decision Only variable entirely in institution’s / system’s control Primarily a policy / planning decision Only variable entirely in institution’s / system’s control

12. Board of Governors 12 November 17, 2005 [DRAFT] What Factors Determine the Percent of Admitted Students Who Enroll (Yield)? Yield Other Institutions’ Admissions Decisions Economic Conditions Student Choice Demographics Institutional Appeal Limited ability to affect through policy Financial aid is an important management tool Institutions use past experience to estimate yield Competitors’ decisions affect the equation Limited ability to affect through policy Financial aid is an important management tool Institutions use past experience to estimate yield Competitors’ decisions affect the equation

13. Board of Governors 13 November 17, 2005 [DRAFT] What Factors Determine the Percent of Enrolled Students Who Return (Retention)? Retention Transfers- out Drop-outs and stop- outs Completers Limited ability to affect directly through policy Initiatives can produce incremental changes Limited ability to affect directly through policy Initiatives can produce incremental changes Economics Academics

14. Board of Governors 14 November 17, 2005 [DRAFT] What Factors Determine the Number of Credits Per Student (Intensity)? Intensity Student Level and Program Academic Ability Economic Conditions Course Availability Limited ability to make radical shifts Course scheduling and tuition structure are main policy tools to create incremental change Limited ability to make radical shifts Course scheduling and tuition structure are main policy tools to create incremental change

15. Board of Governors 15 November 17, 2005 [DRAFT] What Other Factors Can Impact Enrollment Planning? Disruptive events –9/11 –Hurricanes Economic Cycles State Budget/Other External Funding

16. Board of Governors 16 November 17, 2005 [DRAFT] How Do External Factors Affect Demand?

17. Board of Governors 17 November 17, 2005 [DRAFT] Summary... Degree plans are close to Board of Governors goals Enrollment plans are aligned with degree plans Universities’ enrollment planning processes differ in details Common variables are –Applications (demand) –Acceptance rate –Yield Rate –Retention Rate –Intensity of Attendance