leadership retreat - northern arizona university · 2025 performance metrics 2013-14 2014-15...
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February 6, 2017President Rita Hartung Cheng
Leadership Retreat
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STRATEGIC PLANNINGOffice of the Governor
Office of Strategic Planning and Budgeting
Joint Legislative Budget Committee
NAU Leadership• President• Cabinet
– Strategic Planning and Budget CouncilMaster PlanEvery 5 Years
Strategic PlanEvery 2-3 Years
Performance EvaluationEvery Year
Macro BudgetEvery Year
Task Forces
OrganizedGroups
ExternalStakeholders
FacultyStudents
Staff
Standing Committees
Strategic PrioritiesEvery Year
Arizona Board of RegentsVision 2025
Divisional PlansEvery Year
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LEADERSHIP DAY 2016: LOOK BACK AT COMMENTS
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2017 HIGHER EDUCATION POLICY ISSUES
1. Higher Education Funding/Resident Student State Funding Model
2. Affordability and Access
3. Economic and Workforce Development—Building a Skilled Workforce to Revitalize State Economies
4. Institutional Productivity and Student Success
5. Federal Policy Implementation
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$11,331
$4,457
$11,689$11,817
$4,208
$11,386
$3,457
$12,614
$6,878
$12,089
$6,064
$12,066
$5,593
$11,260
$4,132
$12,201
$4,275 $3,452
General Fund and Net Tuition per FTEGeneral Fund per FTE
$14,000
$12,000
$10,000
$8,000
$6,000
$4,000
$2,000
FY 2008 20 0 9 2010 2011 2012 2013 2014 2015 2016 2017 Est.
$13,757
$8,333
6
NET TUITION/FEE AND STATE APPROPRIATION REVENUE
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Priorities
FY18 BUDGET REQUEST
Enrollment growth support
Recruitment + retention
Faculty + staff
Maintaining viability of the Pledge Program
Infrastructure needs
Budget Request Priorities
$4.2 million Resident FTE Growth
$15.7 million 1/3 of Total Gap to Reach 50 % Resident FTE Funding Level
$19.9 million Overall Base Increase
PLUS$5.7 million One-time Capital
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Infrastrcture
FY 2018 GOVERNOR’S BUDGET RECOMMENDATION
$30.3 million - State Revenue: CapitalBonding Authority
$6.5 million - Local Revenue: Operations
$36.9 million
*Allocation TBD*Logistics TBD
$3.2 million FY 2018 One-time Funding
($4 million) Remove FY 2017 One-time Funding
$1.6 million Research Infrastructure/Debt Payments
$0.8 million Net Increase
Sales Tax/TPTInfrastructure
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Total Revenue: $400 million Enrollment: 21,352
Total Revenue: $552 millionEnrollment: 30,368 Total Revenue: $720 million
Enrollment: 34,909
AuxiliaryRevenue
9%Gov’t
Grants and Contracts
and Fin Aid14%
25%
Other12%
40%FY
2008
Other12%
AuxiliaryRevenue
10%
Gov’t Grants and Contracts
and Fin Aid17%42%
19%FY
2017FY
2025
43%
23%Other10%
AuxiliaryRevenue
9%
Gov’t Grants and Contracts
and Fin Aid15%
metric target
Tuition and FeesState General Fund
UNIVERSITY REVENUE SOURCES
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SPENDING PER FTE BY EXPENSE CATEGORY
FY2010
FY201644%9%
10%10%
13%42%
Institutional Support $1,79313%
Institutional Support $1,91613%
Operations and Maintenance of Plant
$7916%
Operations and Maintenance of Plant
$1,0887%
Instruction $5,866
Instruction $6,188
Student Services $1,206 Student Services
$1,967
Academic Support $1,296 Academic Support
$1,480Public Service
$1,28110%
Public Service $1,029
7%
Research $1,0638
8%
Research $1,101
8%
++
+++
+
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2025 PERFORMANCE METRICS
2013-14 2014-15 2015-16 2016-17 2025
Freshman Retention Rate80%
57.5%
30,312
4,597
4,500
1,810
6,930
34,909
$56,490
$35.5 million
2,500
50
Undergraduate Enrollment
Graduate Enrollment
6-year Graduation
Rate
Bachelor’s Degrees Awarded
Invention Disclosures Transacted
Public Service Activity
Degrees in High-Demand Fields
Research Activity
Graduate Degrees AwardedEducation and Related Expenses Per Degree
Total Enrollment
75.5%
51.9%
$49,898
$30.3 million
$35.2 million
3,783
3,303
1,796
27
5,119
AZ CC Transfers Awarded Bachelor’s
Degrees
$46.8 million
1,422
29,989
26,206
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INITIATIVES TO DRIVE PROGRESS
Re-organization of Extended Campuses and Online Programming
Retention Plan
Recruitment Plan
Research Investments
Jacks Path and transfers
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Our academic programs,
research, public service, and
creative endeavors enrich lives
and create opportunities in
Arizona and beyond. We
develop solutions to challenges
and drive innovation in a
supportive, inclusive, and
diverse environment.
Rigorous programs and
pioneering research with
substantial community impact
provide the foundation for
transformational student
opportunities that prepare
graduates to excel in creating
a sustainable future—
nationally and globally.
STRATEGIC PLANNING UPDATE
Mis
sion
VisionMission
Next Steps – Outreach
Vision
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Goals for Today’s Session
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Thank You