University of Southern Indiana

Environmental Scan---Strategic Planning 2009- 2010

USI Student Trends and Regional competitors

•FT/FT Freshman – Fall 2008 Percentage of Total Enrollment•6-Year Graduation Rates -- Fall 2003 Cohort•Residential Students – Fall 2008 First-Time, First-Year & All Undergraduates•Undergraduate Minority Students -- Fall 2008•Acceptance versus Enrollment – Fall 2008 First-Time, Full-Time Students•Acceptance versus Enrollment – Fall 2008 Transfer Students•Top 10 universities USI students transfer from•Student / Faculty Ratio – Fall 2008

First-Time, Full-Time Freshman – Fall 2008Percentage of Total Enrollment

USI

IUPU

- Fo

rt W

ayne

Ball S

tate

Indi

ana

Stat

e U.

Indi

ana

Unive

rsity

Purd

ue

Sout

hern

Ill U

.

Mur

ray

Stat

e

Wes

tern

Ken

tuck

y U.

0.226

15%

0.24 0.231 0.2390.222

0.168 0.179 0.188

6-Year Graduation RatesFall 2003 Cohort

USI IUPU Fort Wayne

*Ball State (Fall 2002)

Indiana State U.

Indiana University

Purdue Southern Ill U.

Murray State

Western Kentucky

U.

0.35

26%

0.43 0.43

0.730000000000001

0.718000000000001

0.4520.491

0.473

Residential Students – Fall 2008First-Time, First-Year & All Undergraduates

63%

20%

91%

73%

98%

89%

70%79%

74%

28%

7%

43%38% 36% 33% 30%

36%31%

Freshman All Undergraduates

Undergraduate Minority StudentsFall 2008

0.0890000000000001

11% 0.114

0.203

0.170.198

0.252

0.116

0.152

Acceptance versus Enrollment – Fall 2008First-Time, Full-Time Students

88%96%

73%66% 71% 72% 69%

86%94%

46%

58%

28% 26% 24% 24% 23%

48% 45%

Acceptance Rate Enrolled Rate

Acceptance versus Enrollment – Fall 2008Transfer Students

USI

IUPU

For

t Way

ne

Ball S

tate

Indi

ana

Stat

e U.

Indi

ana

Unive

rsity

Purd

ue

Sout

hern

Ill U

.

Mur

ray

Stat

e

Wes

tern

Ken

tuck

y U.

78%

96%

64%53%

61%51%

81% 80% 85%74%

63%

42%

25%32% 30%

45%60%

41%

Acceptance Rate Enrolled Rate

Top 10 Transfer InstitutionsFall 2009 SemesterName of Institution # of Transfer Students

1 Ivy Tech Community College – Evansville Campus

120

2 Vincennes University 117

3 University of Evansville 52

4 Henderson Community College 44

5 Indiana University – Bloomington Campus 40

6 Southeastern Illinois College 33

7 IECC Wabash Valley College 27

8 Indiana State University 27

9 Owensboro Community and Technical College

27

10 Indiana Univ./Purdue Univ. Indianapolis 26

Total Fall 2009 Transfer Students: 1200

Student / Faculty Ratio – Fall 2008

USI

IUPU

For

t W...

Ball S

tate

Indi

ana

Stat

e U.

Indi

ana

Unive

r...

Purd

ue

Sout

hern

Ill U

.

Mur

ray

Stat

e

Wes

tern

Ken

tuc...

22

17 15.917.6 18

13.916.5 16

19

Regional Competition

•For Students•For Programs•USI Programs in proposal stage for 2009- 2011 implementation

Regional Competition for StudentsThe % of students who sent SAT scores to USI

and other schools when applying for colleges 

45% IU Bloomington 39% Ball State 30% Purdue - W. Lafayette 29% Indiana State University 26% IUPUI 20% University of Evansville 13% Vincennes University 12% University of Indianapolis 7% Butler University

Source: College Board: 2009 College-Bound Seniors College/University Basic Report for USI

Regional Competition for Programs

Additional bachelor degrees at Vincennes U Education, Nursing, Technology

• Indiana State University online-only programs 10 undergraduate, 7 Masters level, and 18 certificate

programs

• University of Evansville has some majors we do not offer: Executive MBA, Civil/Electrical/Mechanical Engineering,

Classical Studies, Environmental Administration, Latin American Studies, Music, Neuroscience, Physical Therapy doctoral degree, and Religion.

USI Programs in proposal stage for 2009- 2011 implementation

Undergraduate Anthropology Arts & Heritage

Management Biochemistry* Business Economics Business/Engineering Health Informatics International Business Respiratory Therapy Sports Management

* Already approved by ICHE

Graduate Communication MSW in Administration Special Education

/Exceptional Needs

Educational Trends

•Top 10 Higher Education State Policy Issues for 2010•Top 10 national trends for higher education•Impact of the Spelling’s Report•Impact of the Core Transfer Library

Top 10 Higher Education State Policy Issues for 2010

1. States’ fiscal crises2. President Obama’s American Graduation Initiative

(lead the world in college grads by 2010 & all adults complete at least 1 year of college or training).

3. Tuition policies & price increases4. Record enrollment 5. Reduced funding for state student aid programs6. Focus on & expanded funding for community

colleges 7. Expansion of statewide data systems and new

reporting metrics8. Veterans Education – Post 9/11 GI bill 9. Academically unprepared students10. Concerns about K-12 teacher quality

1. Students as Early Adopters: Adults ages 18–26 are typically the first to adopt new technologies and their schools to have the infrastructure to support the latest technologies.

2. Globalization: The demand for higher education globally has increased and will continue to grow and universities are competing internationally for resources, faculty, the best students, and education funding. Overseas expansion creates opportunities for students and faculty in terms of exchange programs and expanded campus environments.

3. Technical and information literacy: Ongoing need to create a campus culture that encourages faculty to use computers, smart devices, and other innovative tools in their curricula. Students may be device-savvy, but they may not necessarily be information-savvy.

21st Century Trends for Higher EducationTop 10 National Trends in Higher Education (# 1 - 3)

4. Enrollment, retention, and branding: Growing recognition that the Internet is a viable way to market academic programs to prospective students while enhancing the school’s brand. The presence of schools in virtual online communities such as Second Life helps enhance the brand and YouTube’s education channels and iTunes U are effective not only for teaching and learning, but also for marketing a university’s strengths.

5. Mobility: One-third of the 97 percent of college students who own a cell phone no longer use land lines to make voice calls. Tasks range from administrative (registration), to academic (downloading class materials), to social (instant messaging), to functional (checking transportation schedules), to keeping track of ideas (www.evernote.com).

6. Pedagogical centers and innovative campus commons Creating social gathering, computer gaming areas, and collaborative seating arrangements. Campus commons are evolving to become key locations where technologies can be showcased and explored.

Top 10 National Trends in Higher Education (# 4 - 6)

7. Evolution of teaching and learning: Ongoing evolution from one-to-one (teacher to student) to collaborative learning. Open source course-management systems such as Moodle (http://moodle.org) and similar systems on Facebook are just some applications being reconfigured to support more content and student Open-content initiatives—such as OpenCourseWare from MIT, and the Research Impact Initiative and open content website from UC Berkeley—continue to grow, along with book digitization programs first initiated by Google.

8. Collaboration: Universities are seeking new ways to facilitate collaboration to enhance research, classes, foreign exchanges, alumni relationships, and private sector partnerships. A variety of venues have emerged to make collaboration easier and more accessible by using virtual meeting-place and application-sharing tools such as Cisco® WebEx® TelePresence enables participants to conduct virtual meetings from nearly any location worldwide, creating a sense of “being there in-person.” Virtual locations in Second Life are creating alternative collaboration spaces, and emerging technologies are paving the way to integrate, or blend, virtual and physical realities.

Top 10 National Trends in Higher Education (# 7 - 8)

9. Strategic plans and technology: Budget and efficiency are ongoing concerns in higher education. “Cloud computing”—a process that allows files and data to be stored on a remote network using the Internet—is one approach that may potentially lower certain costs (e.g. IT).

10. Edutainment: Higher-education content and entertainment (edutainment) are becoming more intertwined. Professors are now using iTunes & YouTube podcasts videos that contain both educational and entertainment value. More than 120 schools have a presence in Second Life, using these virtual spaces for socializing, teaching, learning, and branding.

Top 10 National Trends in Higher Education (# 9 - 10)

Impact of Spelling’s Report: A Test of LeadershipCharting the Future of U.S. Higher Education

A significant push to expand access, by reducing academic and non-academic barriers to entry.

Performance based outcome measures will increasingly be used to gauge effectiveness/funding allocations.

Called to produce innovation in pedagogies, technologies, and curricula (particularly in STEM).

http://www.ed.gov/about/bdscomm/list/hiedfuture/reports/final-report.pdf

USI is well positioned because of our niche as a high-access, affordable institution.

We are continually improving quality, and are already innovative in these areas.

Core Transfer Library

CTL is a list of courses that will transfer among all Indiana public colleges & universities.

Over 80 courses have been approved to come into USI—primarily core courses or introductory courses. USI tends to be an “importer” of credits.

Growing numbers of students have at least some of their course work completed elsewhere, which is significant for completion of the Core curriculum.

Increase in the “swirl,” as students have coursework from multiple institutions, transferring from place to place or taking simultaneous courses from various universities.

CAP and early college courses further enhance/complicate the transfer picture.

Over the next 5 years, USI will continue to grapple with the changing nature of transfer students

and how to best serve them.

Distance Education

•National Trends•USI Enrollment in Distance Education Courses•USI Distance Education Offerings•USI Degrees available primarily through distance education

Distance Education Trends & Concerns

Increased competition for online courses from for-profits and certification entities (ex. University of Phoenix)

Software costs have skyrocketed resulting in increased use of open-source alternatives for providing online courses

Increased concerns regarding validity of student work in online environments, resulting in new products and services to verify student identity.

Develop of new technologies and techniques for teaching applied courses such as chemistry labs, biology dissection, etc.

Growth in distance education enrollment at USI

1996

-97

1997

-98

1998

-99

1999

-00

2000

-01

2001

-02

2002

-03

2003

-04

2004

-05

2005

-06

2006

-07

2007

-08

2008

-09

0

500

1000

1500

2000

2500

3000

3500

4000

293 432731

9811196

1538

20092421

281531013223

35603804

# of students taking 1 or more DE courses

Growth in distance education only enrollment at USI

1996

-97

1997

-98

1998

-99

1999

-00

2000

-01

2001

-02

2002

-03

2003

-04

2004

-05

2005

-06

2006

-07

2007

-08

2008

-09

0

200

400

600

800

1000

1200

42132 152 204

321426

503

642723

807874

9501009

# of USI students enrolled in only DE coursescourses

Distance Education Course Offerings at USI

2000-01

2001-02

2002-03

2003-04

2004-05

2005-06

2006-07

2007-08

2008-09

0

50

100

150

200

250

300

350

400

450

83

133158

183 178 188208

298 298

246

324367

408

338 338 338 342 335

# of unique DE courses offered # of DE sections offered

USI Degree Programs currently available through distance education

Undergraduate Degree Programs Health Services Nursing Radiologic and Imaging Sciences

Master’s Degree Programs Health Administration Nursing Occupational Therapy Social Work

State Funding

•Comparison of Indiana State Schools – Tuition versus State Appropriations•State Funding Issues•Changes in State Funding Formulas

2008-2009 Indiana State SchoolsTuition versus Appropriation

USI Indiana State

Ball State Purdue IU

Appro-priation '08-'09

$4,982 $9,749 $7,437 $10,987 $9,252

Tuition '08-'09

$5,078 $7,186 $7,516 $7,749 $8,280

$1,000

$3,000

$5,000

$7,000

$9,000

$11,000

$13,000

$15,000

$17,000

$19,000

$4,982

$9,749$7,437

$10,987$9,252

$5,078

$7,186

$7,516

$7,749$8,280

State Funding Issues

Significant decrease in state funding for USI 2010-2011 biennium 4.70% or 3.9 million dollars (including a 1-time

reversion of $1,071,891) No increases state operating appropriations in

near future Changes in state funding formulas from

enrollment to performance based

Despite decreases and changes in state funding, USI is well-positioned to weather the current

economic storm

Changes in State Funding Formulas: from enrollment to performance

• Increase in Degrees Incentive• Time to Degree Incentive• Low Income Degrees• Enrollment/Successfully Completed Credit

Hours• Two-Year Transfer Incentive• Economic Development: Non-Credit

Instruction – Two Year Institutions Only • Research Support Incentive – Research Inst.

Grants & Sponsored Research

•External Grant Submissions•External Grant Awards

External Grant Applications (Submitted through USI’s Sponsored Research Office)

1998

-199

9

2000

-200

1

2001

-200

2

2003

-200

4

2006

-200

705

101520253035404550

Number Submitted

1998

-199

9

2000

-200

1

2001

-200

2

2003

-200

4

2006

-200

70%

10%

20%

30%

40%

50%

60%

70%

80%

Percentage Funded

External Grant Awards(Grants through USI’s Sponsored Research Office)

1998-

1999

1999-

2000

2000-

2001

2001-

2002

2002-

2003

2003-

2004

2004-

2005

2005-

2006

2006-

2007

2007-

2008

$0

$500,000

$1,000,000

$1,500,000

$2,000,000

$2,500,000

$3,000,000

Engagement Activities

•Carnegie Foundation Classification•Extended Services•College Achievement Program•Extended Services – Program Expansion•Extended Services – Key Partnerships•Engagement of Faculty, Staff & Students 2007 -2009•Service Learning Faculty, Staff and Student Engagement•Regional Connectivity•Extended Services Program Enrollments / Contracts 2009

A Carnegie Foundation Engaged University

On December 18, 2008, The Carnegie Foundation for the Advancement of Teaching announced the University of Southern Indiana was successful in its application for the Community Engagement Classification.

This achievement recognizes USI’s ongoing collaboration with the tri-state community and beyond in both curricular engagement and outreach & partnerships.

Extended Services outreach activities comprised a significant part of the application to the Carnegie Foundation

College Achievement Program

2007-2008

2008-2009

2009-2010*

0

1000

2000

3000

4000

5000

6000

9771450

2000

2866

4355

6000

Enrollments Credit Hours

2007-2008

2008-2009

2009-2010*

0

20

40

60

80

100

120

1522 2630

39 42

65

90

114

High Schools CoursesInstructors

*Spring 2010 semester numbers are estimated

Extended Services – Program Expansion

1974 - Outreach programming beginning with the founding of the Office of Continuing Educ.

2000 – Evolved into the Division of Extended Services with 4 core programming areas: Academic programs; Continuing education;Cultural tourism; & Southern IN Japanese School

Since 2001, eight new comp0nents have been added, expanded or reorganized: 2001 - ROTC 2006 - Connect with Southern Indiana & Center for Applied

Research 2007 - Center for Continuing Education, Center for Education

Services & Partnerships , Center for Human Resource Development, & Service Learning

2008 – USI at Innovation Pointe

Extended Services – Current Key Partnerships Higher Education Partner @ Innovation Point National Surface Warfare Center - Crane Town of New Harmony Indiana’s Historic Pathways Various P-12 schools and regional school

corporations Tri-State Industrial Safety Council Mesker Park Zoo & Wesselman Nature Center Growth Alliance for Greater Evansville (GAGE) WIRED WorkOne / higher education partner for displaced

Whirlpool worker retraining And numerous other not-for-profit & for-profit

organizations throughout the region

Engagement of Faculty, Staff, & Students - 2007-2009

Historic Southern Indiana

Applied Re-search

Education Services &

Partner-ships

Continuing Education

Human Re-source De-velopment

Historic New Har-

mony

Faculty 15 87 30 178 9 19

Staff 3 21 9 40 2 32

Stu-dents

22 134 283 408 0 92

50

150

250

350

450

550

650

Service Learning Faculty, Staff, and Student Engagement

2007 2008 20090

500

1000

1500

2000

2500

43 68 87

870

1736

2064

3 7 28

Faculty Students Staff

Regional ConnectivityDivision of Extended Services Innovative Approaches

Connect with Southern Indiana regional leadership development program

Hi-Tech Incubator @ Innovation Pointe

Tech Transfer partnership with NSWC Crane and federal research labs

Cultural Tourism through Historic New Harmon & Historic Southern Indiana

Innovation Discovery Process collaboration with NSWC Crane

Support for expanding STEM outreach throughout the region

Broad spectrum of programming for children from preschool through high school

Support for Seeking and securing grant for outreach projects

Engagement of faculty and students through applied research

Funding faculty outreach research and adult learner scholarships

Investing program revenue in new program development and community service

Day on the Bus – a regional tour for faculty from USI and other institutions

Convener of regional higher education collaboration for workforce development / displaced worker retraining efforts

Extended Services Program Enrollments / Contracts - 2009

•Noncredit Enrollments15,000+

•Companies/Organizations Served through Contracts93•Contracts for Applied Research38•Contracts for Human Resource Development23

Foundation / Development

•5 Year Trends in giving•5 year private and public donations and grants•Employee Donation Trends

USI Foundation Trends – Past 5 years

Average annual support raised over past 5 years = $8,454,670

Private gift revenue is 6.7% of USI’s expenditures. This exceeds the national average of 5.6% for public, master’s institutions.

Individuals provided approximately 58% public and private support

Foundations and Corporations provided an average of 31% USIF support, with governmental grants providing the remaining 11%

Average fundraising cost is 18 cents per dollar raised.

The average return on investment is 531.6%.

Bequests to the University of Southern Indiana Foundation have comprised an average of 32% of gifts from individuals over the past five years. Nationally, bequests comprised 20% of gifts from individuals to higher education in 2008.

USI Foundation Fund Raising Trends

FY 2005 FY 2006 FY 2007 FY 2008 FY 2009

Private Gifts $7,582,162 $9,520,151 $5,406,216 $6,819,452 $3,547,416

Lilly Endowment Grants

$2,676,446 $1,843,786 $0 $479,768 $0

Total for Private Support

$10,258,608 $11,363,937 $5,406,216 $7,299,220 $3,547,416

Govt. Grants $570,700 $294,438 $1,029,756 $929,925 $1,573,132

Total for Public & Private Support

$10,829,308 $11,658,375 $6,435,972 $8,229,145 $5,120,548

Foundation Gifts from Employees

2005 2006 2007 2008 20090%

10%20%30%40%50%60%70%80%90%

100%

% of FT Adminstrators Donors

% of FT Faculty Donors

% of FT Support Staff Donors

2005 2006 2007 2008 2009 $-

$200

$400

$600

$800

$1,000

$1,200

$1,400

$1,600

Avg Total Gift Per Admin-strator

Avg Total Gift Per FT Faculty

USI Employment

•Employee Headcount•Employee Ethnicity •Employment Activity •Retirement Forecast

Headcount figures as of 12/31 of respective year at R:\HR\Budget\Budget work 2009-10\HRStatsAltStudthru2008.xlsx

USI Employee Headcount

2005 2006 2007 2008 2009 % Increase

Support staff 337 335 349 359 357 6%

Administrative 226 240 252 262 266 18%

Faculty 314 315 330 346 352 12%

Full-Time BenefitEligible Employees

877 890 931 967 975 11%

Retirees 113 119 129 147 155 37%

Ethnicity (full-time employees)

Faculty Administrative Support Staff

Nonresident alien 26 5 2

Black, non-Hispanic 4 7 11

American Indian/Alaska Native

1 0 0

Asian/Pacific Islander 10 4 0

Hispanic 3 2 3

White, non-Hispanic 277 247 348

Race and ethnicity unknown 2 1 2Ethnicity figures as of 11/1/08 from 2008 IPEDS

Employment Activity

2005 2006 2007 2008 2009

Support staff openings 75 95 97 64 53

Administrative openings 36 45 52 33 29

Total Non-Faculty Openings 111 140 149 97 82

Faculty openings 74 90 81 77 44

Total Openings 185 230 230 174 126

Faculty Promotions 14 10 12 10 11

Internal Promotions and Reclassifications(non-faculty)

20 28 39

Internal Transfers (non-faculty)

15 5 3

USI Employees Eligible for Retirement

Age Faculty Admin Support Total

60 - 64 30 20 31 81

65+ 20 5 6 31

Total 50 25 37 112

Total Employees 332 283 359 974

% 60+ yrs 15% 9% 10% 11%

 Age Academic

Affairs Business Affairs Student Affairs

Univ. / Gov't Rel Dev/ President

60-64 38 25 10 5 2

65+ 28 5  0  0  0

Total 66 30 10 5 2

Total Employees 534 268 98 33 41

% 60+yrs 12% 11% 10% 15% 5%