Enrollment Management Overview Faculty Senate Fall 2009.

Enrollment Management Overview

Enrollment Management Overview

Faculty SenateFall 2009

Enrollment ManagementEnrollment management is an on-going institutional process that enables and supports the land grant, research,

and outreach mission and strategic plans of the institution

• Mission • Vision • Values

• Identify, achieve and maintain optimum enrollment

• Contribute to the financial well-being of the institution

• Lead and support the development and implementation

of enrollment management plans

Key concepts and phrases

Enrollment Management Overview Context

• Articulate and embrace a common direction

• Achieve excellence in levels of

• Access

• Transition

• Persistence

• Graduation

Background – Activities to Date

2008 - 09 academic year

• Three campus–wide EM retreats leading to

• Development of EM Mission, Vision and Values

statement

• Establishment of EM Strategic Planning

Workgroup

• Extensive data and information preparation, review

and analysis with initial, preliminary enrollment

targets

• Purchase of Constituent Relationship Management

System (CRM)

Enrollment Management Overview Context

2008 and earlier

• Establishment of EM role and division

• Reallocation of funds for EM, Research and

Advancement to focus on revenue enhancement

• Initiation of articulation agreements with key feeder

community colleges

• Campus representatives participate in Snowbird

Institute -- focus on retention

2009 - 10 academic year • EM Review and Advisory Board Retreat: October

2009

• Initiated Implementation of CRM

• Planned 16 Outreach Workshops

• Identification of preliminary enrollment targets

OverviewFor on-going communication to sustain an institutional enrollment management effort.

Review and Advisory Board (EM RAB) • Selected representatives of organizational and constituent groups (40 – 50)• Liaison between units and institutional efforts• 3 workshops / retreats per year: October, February, and April

Strategic Planning Workgroup • Selected campus representatives with roles associated with key data and information • Leadership and support for unit and institutional efforts • Data preparation, analysis and projections• Meets on a regular basis /as needed

Enrollment Management Overview Infrastructure

Assistant Vice President for Enrollment Management

Provost /Executive Vice PresidentPresident’s Cabinet Provost’s Council

Enrollment Management Targets

Enrollment Management -- Target

16,000 + 18,200 + 2020

FTE HeadcountYear

Enrollment Management Targets

Growth -- ‘one bite’ (or three years) at a time FTE*

• 10,300

• 11,800

• 13,300

• 15,000

• 16,000 +

• 12,000

• 13,600

• 15,300

• 17,200

• 18,200 +

Headcount*

2009

2012

2015

2018

2020

Year

* -- Fall 10th day

Growth Opportunities and Priorities

Enrollment Management Action Plans and Initiatives

• Distributed Instruction(Regionals, Distance Education, On-line Offerings, Dual Credit)

• Diversity • Fiscal policies• Graduate• International• Transfers**• Success / Retention**• Summer • Yield**

Institutional planning and coordination with defined enrollment targets, specific initiatives, targeted resources and implementation plans are needed in all of the above. ** = areas where the level of institutional planning and coordination is most advanced.

Preliminary – 2012 (3 years)

• Sustainable annual overall headcount growth of 5% annually U of Idaho = 11, 957 (Fall 2009) 13,600 (2012)

• Increase new freshmen yield (admitted to enrolled) to at or above peer average (within 3 years)

U of Idaho = 44% Peer average = 49%

• Increase freshmen to sophomore retention rate to at or above peer average (within 3 years)

U of Idaho = 77% Peer average = 81%

• Increase new undergraduate transfers by up to 50% (within 3 years)U of Idaho = 669 (Fall 2008) 1000

• Increase International enrollment by up to 50%(within 3 years)*U of Idaho = 533 (Fall 2008) 800

* (conditional on establishing presence in China and resolution of ‘use of agents’ issue)

Enrollment Management Overview Targets

Growth Opportunities and Priorities - Transfers(selected initiatives)

Enrollment Management Overview Action Plans and Initiatives s

• 11 priority community colleges with articulation agreements with 2 on-site events per campus

• Expanded and targeted recruitment in Western Washington and Northern California

• Prospect generation from former prospects and enrolled students accompanied by targeted recruitment campaigns

• Expanded Campus events including a new Fall recruitment event for students and Spring event for CC advisers and faculty

Growth Opportunities and Priorities -- Success / Retention(selected initiatives)

Enrollment Management Overview Action Plans and Initiatives

• Increased commitment to academic advising and new student orientation

• Increased support for At risk, general studies and non-declared students

• Residence hall intervention– early warning system

• Residence hall live-on requirement

Growth Opportunities and Priorities – Yield(selected initiatives)

Enrollment Management Overview Action Plans and Initiatives

• Analysis and ‘grading’ of prospect pool to effect recruitment and marketing efforts (with targeted segments including Legacy, Treasure Valley, and Hispanics)

• Develop transition plans to shift recruitment cycles earlier (up to six months) and engage student affairs and academic affairs staff earlier with admitted students

• Propose controls (deadline(s) and or admission closures) to limit freshmen applications

• Purchased and implementing Customer Relationship Management (CRM) system

• Breakfast for Progress -- Discussion and feedback• Three key questions

• EM Outreach workshops (15 currently scheduled)• November 2009 – February 2010

• EM Review and Advisory Board Workshops (3 annually)• February 17, 2010• April 14, 2010

• EM Strategic Planning Workgroup • Regular meetings

Enrollment Management

Campus Engagement inEnrollment Management