president and donald bren distinguished chair of … leaders forum/feb. 2015... · president and...

Understanding the Nuancesof Strategic Planning

Presented by

James L. DotiPresident and Donald Bren Distinguished Chair of Business and Economics

Chapman University

2003 16 52005 20 52006 16 92007 13 22008 27 62009 22 92010 20 52011 1 020122013 12 62014Total

USC Forfeit

165 48

No Game USC Suspended

18 1

Chapman University Vision

To create and sustain anexciting, stimulating and vibrant

intellectual and artistic learning communitythat furthers the search for truth and beauty.

RESTRAININGFORCES

Desired PlaceDesired Place

Current PlaceCurrent Place

DRIVINGFORCES

VISION

Strategic Initiativesof Prior 5-Year Plans

1993-’94 to 1997-’98: Increase Student Selectivity


1993-’94 to 1997-’98: Increase Student Selectivity1998-’99 to 2002-’03: Achieve National Program

Accreditations and Establish New Schools of Law and Film




2003-’04 to 2007-’08: Enhance Physical Facilities




2003-’04 to 2007-’08: Enhance Physical Facilities2008-’09 to 2012-’13: Faculty Recruitment –

A Path to National Stature

Impact of Strategic InitiativesU.S. News & World Report Rankings *

’90-91 ’00-01 ’13-14

Academic Reputation 66 / 112 19 / 126 8 / 120

* Master’s Universities—West


’90-91 ’00-01 ’13-14


Student Selectivity 92 / 112 4 / 126 2 / 120



’90-91 ’00-01 ’13-14



Faculty Resources 50 / 112 39 / 127 11 / 120



’90-91 ’00-01 ’13-14




Graduation Rate 35 / 112 25 / 127 9 / 120



’90-91 ’00-01 ’13-14




Graduation Rate 35 / 112 25 / 127 9 / 120

Overall Rank 61 / 112 14 / 127 7 / 120


Impact of Strategic InitiativesOther Qualitative Indicators

’90-91 ’13-14

Endowed Chairs & Professorships 1 / 111 60 / 392


’90-91 ’13-14


Endowment $29.3M $273.8M


’90-91 ’13-14



Facilities Square Footage 289K 3072K


’90-91 ’13-14



Facilities Square Footage 289K 3072K

Net Assets $59.5M $809.2M

Increase in Net Assets

Average Annual % Change in Net Assets2000 to 2010

1 Quinnipiac University (CT) 12.88

2 Emerson College (MA) 12.65

3 Chapman University (CA) 11.56

4 Marist College (NY) 9.84

5 Saint Joseph's University (PA) 9.69

6 Villanova University (PA) 8.79

7 DePaul University (IL) 8.44

8 The New School (NY) 8.21

9 Drexel University (PA) 8.12

10 Nova Southeastern U. (FL) 7.65

Source:“A Vital Statistic”

Business Officer MagazineNovember 2013

1,4182,5022,707

3,7953,8083,8803,9303,939

4,393

0 2500 5000 7500

Seattle UPepperdine

USDLMUUOP

Santa ClaraUSFTufts

Undergraduate FTE – Fall 1991

Chapman

1000

2000

3000

4000

5000

6000

7000

'91 '93 '95 '97 '99 '01 '03 '05 '07 '09 '11 '13

Undergraduate FTE Enrollment

3,3163,818

4,5225,1545,3765,556

5,8526,0416,221

0 2500 5000 7500

PepperdineUOP

Seattle UTufts

Santa ClaraUSD

LMUUSF

Undergraduate FTE – Fall 2013

Chapman

Progress Made on 2008-’09 to 2012-’13 Strategic Initiative

Faculty Recruitment –A Path to National Stature

Excellence in Economics● Hired Vernon Smith

− Nobel Prize in Economics, 2002 ● Hired 4 members of his team● Established 6 endowed chairs● Established Economic Sciences Institute● Argyros School now ranked #1 in the world in

Behavioral and Experimental Economics

Excellence in Sciences● Hired Yakir Aharonov

− National Medal of Science, 2010● Hired 8 members of his team● Established Institute

for Quantum Studies (3 Nobel laureates among founding members: Gross, Leggett, Englert)

● Established international journal: Quantum Studies, Mathematics and Foundations

Excellence in Media Arts● Hired Bill Kroyer,

− Governor of the Academy of Motion Picture Arts & Sciences

− Creator of CGI behind cult movie Tron

● Developed Digital Arts undergraduate program● Dodge College ranked #5 film school in the

country

Excellence in Creative Writing● Hired Richard Bausch

− NEA awards recipient− Guggenheim Fellow− National Magazine Award winner

● Established writing program for the community

Strategic Plan Initiatives2014-’15 to 2018-’19

Expand Graduate Health ScienceAcademic Programs

New or ExpandedGraduate Health Science ProgramsMS – Athletics Training August 2014

Expansion of Physical Therapy January 2015

MS – Physician Assistant January 2015

Pharmacy (Pharm D, MS, Ph.D.) August 2015

MS – Prosthetics & Orthotics August 2018

Medical Doctor orDoctor of Osteopathic Medicine August 2019

Expanded Physical Therapy,Pharmacy & Physician Assistant

FY14 FY15 FY16 FY17 FY18

Total Revenue A15 A16 A17 A18

Total Expenses B14 B15 B16 B17 B18

Net (C14) (C15) (C16) (C17) (C18)

University Operating Results(Not Including Health Science Initiatives)


Total Revenue D14 D15 D16 D17 D18

Total Expenses E14 E15 E16 E17 E18Net Addition to Reserve for Strategic Initiatives (50%) & Endowment (50%)

F14 F15 F16 F17 F18

Reserve forStrategic Initiatives


Balance G14 G15 G16 G17 G18

Net from HealthScience Initiatives (C14) (C15) (C16) (C17) (C18)

Projected Gifts H14 H15 H16 H17 H18

Reserve Balanceafter Impact ofHealth Sciences

J14 J15 J16 J16 J16

Capital Costsof Rinker Campus

Acquisition of Buildings(170,000 sq. ft.) $22MRenovation $30MTotal Capital Costs $52M

Debt-to-Assets RatioFY14 FY15 FY16 FY17 FY18

Total Debt $188M K15 K16 K17 K18

Addition to Debtfrom Health Science Initiatives

$52M

Revised Debt $240M L15 L16 L17 L18

Assets $1B M15 M16 M17 M18

Debt-to-Asset Ratio 24% N15 N16 N17 N18

15%

20%

25%

30%

35%

40%

'91 '93 '95 '97 '99 '01 '03 '05 '07 '09 '11 '13

Debt-to-Asset Ratio

Peer Avg.

24%Peer Avg.

24%

Understanding the Nuancesof Strategic Planning

Presented by

James L. DotiPresident and Donald Bren Distinguished Chair of Business and Economics

Chapman University

president and donald bren distinguished chair of … leaders forum/feb. 2015... · president and...

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