School/College Academic/Budget Planning Meeting January/February - - PowerPoint PPT Presentation

School/College

Academic/Budget Planning Meeting January/February 2017

Outline

• The Context
• Main Variables (Visual)
• UWM Financial position (Robin)
• UWM 2020 (Johannes and Pat)
• SOIS Data (Robin)
• SOIS Plan (Tomas)

Context

School/colleges

Balanced budget Academic planning

• Programs, minor, certificate etc
• Faculty size/employees
• Research
• Enrollment management

(recruitment/retention) Fund-raising

Research plan (draft)

ISS Balanced budget Tuition GPR Fund raising

Largest %, enrollments, retention, 2% increase 2019 Comprehensive campaign ($175 m) 13% allocation, 2.5% reduction per year

Payroll – 70% Other

SEM plan Retention plan Comprehensive Campaign GPR re-allocation Legislator

Research $$

SPC

• ther

The ‘shock’ Our future

Reduction Stabilization Tuition driven

2014/15 2015/16 2016/17 2017/18 2018/19 2019/2020 2020/21 2021/22 2022/23 2023/24

Balanced budget New budget model Balances employees Budget cut Tuition freeze enrollments

R 1

UWM Financial Position

*All $$ refer to millions.

UWM Financial Projections – Three Scenarios No SEM Partial SEM Full SEM FY 17 FY 19 FY 21 FY 23 FY 17 FY 19 FY 21 FY 23 FY 17 FY 19 FY 21 FY 23 Student Headcount 26,037 24,144 23,282 22,910 26,037 24,469 24,207 24,328 26,037 24,979 24,954 25,053 Total Revenues $512 $488 $479 $478 $512 $495 $495 $503 $512 $500 $508 $518 Tuition $217 $207 $208 $213 $217 $212 $219 $230 $217 $215 $228 $241 State GPR $127 $121 $115 $109 $127 $121 $115 $109 $127 $121 $115 $109 Total Employees 3,120 2,929 2,751 2,701 3,120 3,012 2,885 2,885 3,120 3,056 3,031 3,031 Faculty 747 700 659 647 747 721 694 694 747 737 731 726 Student/Faculty 29 28 29 29 29 28 29 29 29 28 28 28 Total Expenses $521 $496 $482 $480 $521 $505 $498 $501 $520 $510 $511 $515 Salaries $245 $230 $216 $216 $245 $237 $228 $228 $245 $240 $238 $238 Net Operating Loss/Gain ($9) ($8) ($3) ($1) ($9) (10) ($3) $2 ($9) ($10) ($4) $0 Tuition/Other Funds Balances $42 $32 $21 $15 $42 $28 $8 $20 $42 $27 $12 $14

Faculty

Current number: 747 Projected: 650 – 730 % of workforce: 25% (?) Teaching professor? Research professor? Succession planning:

• 34.7% > 55 or older
• 68.1% full prof > 55
• r older
• 42% Full Prof > 60 or
• lder
• M: 60% F : 40%
• Non –Minority: 70%
• Minority: 30%

Goals and action plans

Enrollment Retention Research

SEM plan Goals Action plans Retention plan Research plan - draft Goals Goals Action plans Action plans

• Academic Advising
• High impact practices
• Gateway courses
• Technology (SSC, College scheduler
• Course leaf)
• Summer Bridge programs
• Scholarships
• Developmental course reform
• Role of faculty
• Credit Accumulation Campaign
• Meta-majors
• Learning Communities
• Supplemental Instruction
• Centralized degree progress/audit
• Graduation rate: 45%
• Retention rate: 73%
• Illinois recruiters &

marketing funded

• INTO partnership
• Transfer initiatives
• FYRE seminars
• SI Expansion
• Metamajors
• Graduate tours
• Expanded international

graduate student recruiting in the U.S. and abroad

• 24500 – 25000 enrollment
• Stabilize new freshmen at

3000

• Halve the recent decline in

new transfers (Fall 17) and return to growth (Fall 18)

• Increase total UWM MSEP

student population to 1550 (Fall 17) and 1850 (Fall 18)

• R 1 status
• Graduate Students: 5500
• UG research >5%
• Postdoc > 100
• PhD > 200 p/y
• Research Ex: > $35 m
• Scholarly work/publications
• Faculty: recruit/retain

(support team based research collaboration)

• TA Stipends
• Multi-disciplinary research

collaboration

• Journal acquisition budget
• Develop and track research

metrics (promotion, post- tenure review)

• Recognize diverse research

portfolio

• Doctoral programs

(evaluate and new research based interdisciplinary programs

• Flexible workload policy

Research Metrics & Ranking

• Four primary areas
• Research Expenditures
• People: RA & post-docs
• PhDs granted
• Publications and/or citations
• To a first approximation:
• UWM does well on rankings that favor research outcomes.
• UWM does less well on metrics that favor inputs or support.

Carnegie Classification 2016

Metric Weight UWM Rank (NSF) Funding-related STEM Res Expend 0.900 178 Non-STEM Res Expend 0.791 102 Post-docs & Scientists 0.902 123 PhD Awards PhD STEM 0.914 110 PhD Humanities 0.919 112 PhD Social Sciences 0.873 62 PhD Other 0.616 79 UWM recognized as a Doctoral University-Highest Research Activity Based on 2014 data

Campus-Level Research Goals

Goals for retaining R1 status:

• PhD awards: 200
• Post-docs: 100
• External research expenditures: $35 M
• Graduate student enrollment: 5000
• Publication & Creative Activity

Challenges

• Declining resources and number of faculty
• Increasing compliance demands
• Aging Infrastructure

400 450 500 550 600 650 700 750 800 850 900 50 100 150 200 250 Number of Faculty Number of Awarded Doctorates

Risk: Faculty & Awarded PhD

Clinical Doct PhD Faculty 17 34 steady increase

$0 $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 $30,000,000 $35,000,000 1 11 21 31 41 51 61 71 81 91 101 111 121 131 141 151 161 171 181 191 201 211

Ordered by PI Cumulative Research Expenditures FY 2014

Risk: Faculty & External Funding

Risk: Faculty & External Funding

$0 $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 $30,000,000 $35,000,000 $40,000,000 2011 2012 2013 2014 2015 2016

UWM External Res Exp Res Exp + Faculty Dept 2012-14

OUTCOMES INPUTS CREATIVE STUFF!

People

• Faculty & Scientists
• Research Staff
• Post-docs
• Graduate Students: RAs
• Undergrad. Students
• Collaborators

Funding

• Research & Public Service
• External: Federal & Non-Federal
• Internal: GPR & Indirects

Resources

• Facilities
• School/College support
• Internal Support Programs
• Partners
• Library
• UITS

OSP, Compliance, HR, Travel, Purchasing, Office of Undergraduate Research, UWM-Research Foundation, etc. Scholarship

• Publications, Creative

Works & Performances

• Citations

Students

• PhD
• Thesis MS/MA
• Undergraduate Research

Commercialization

• Patents, Licenses
• Startups

Community

• Joint projects
• Partnerships
• UNIV. RESEARCH INFRASTRUCTURE

OUTCOMES

Top Research Investments Needed at UWM

Series of planning exercises identified critical needs:

• Faculty Hires
• Graduate Student Stipends
• Graduate Programs
• Expansion of Collaborative and Interdisciplinary Research
• Internal Research Support Programs
• Collaborative Work, Proposal Development
• Library and IT
• Shared Facilities & Equipment Support
• Campus Business Processes
• Data-Driven Assessment and Decisions
• Need for Information System and Data Analytics