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

Payroll – 70% Tuition Largest %, enrollments, retention, 2% increase 2019 Balanced GPR 13% allocation, 2.5% reduction per year budget SEM plan Retention plan Comprehensive Campaign GPR re-allocation Legislator Other Fund raising Comprehensive campaign ($175 m) Research $$ School/colleges Balanced budget Academic planning • Programs, minor, certificate etc • Faculty size/employees Research plan • Research • (draft) Enrollment management The ‘shock’ (recruitment/retention) Budget cut Fund-raising Tuition freeze ISS enrollments Our future Reduction Stabilization Tuition driven Balanced budget SPC Balances New budget model other employees R 1 2023/24 2017/18 2020/21 2021/22 2022/23 2018/19 2019/2020 2016/17 2015/16 2014/15

UWM Financial Position 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 ($9) ($8) ($3) ($1) ($9) (10) ($3) $2 ($9) ($10) ($4) $0 Loss/Gain Tuition/Other Funds $42 $32 $21 $15 $42 $28 $8 $20 $42 $27 $12 $14 Balances *All $$ refer to millions.

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 or older • 42% Full Prof > 60 or older • M: 60% F : 40% • Non – Minority: 70% • Minority: 30%

Goals and action plans Retention Research Enrollment SEM plan Research plan - draft Retention plan Goals Goals Goals • Graduation rate: 45% • • 24500 – 25000 enrollment R 1 status • • Retention rate: 73% Stabilize new freshmen at • Graduate Students: 5500 3000 • UG research >5% • Halve the recent decline in • Postdoc > 100 new transfers (Fall 17) and • PhD > 200 p/y return to growth (Fall 18) • Research Ex: > $35 m • Increase total UWM MSEP • Scholarly work/publications student population to 1550 (Fall 17) and 1850 (Fall 18) Action plans Action plans Action plans • Faculty: recruit/retain • Illinois recruiters & • Academic Advising (support team based marketing funded • High impact practices research collaboration) • INTO partnership • Gateway courses • TA Stipends • Transfer initiatives • Technology (SSC, College scheduler • Multi-disciplinary research • FYRE seminars • Course leaf) collaboration • SI Expansion • Summer Bridge programs • Journal acquisition budget • Metamajors • Scholarships • Develop and track research • Graduate tours • Developmental course reform metrics (promotion, post- • Expanded international • Role of faculty tenure review) graduate student recruiting • Credit Accumulation Campaign • Recognize diverse research in the U.S. and abroad • Meta-majors portfolio • Learning Communities • Doctoral programs • Supplemental Instruction (evaluate and new research • Centralized degree progress/audit 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 UWM recognized as a Doctoral University-Highest Research Activity Based on 2014 data 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

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

Risk: Faculty & Awarded PhD 250 900 850 200 800 Number of Awarded Doctorates Faculty Clinical 750 Doct Number of Faculty 150 700 650 100 600 PhD 550 50 500 450 34 17 steady increase 0 400

Risk: Faculty & External Funding $35,000,000 Cumulative Research Expenditures FY 2014 $30,000,000 $25,000,000 $20,000,000 $15,000,000 $10,000,000 $5,000,000 $0 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

Risk: Faculty & External Funding $40,000,000 $35,000,000 $30,000,000 $25,000,000 $20,000,000 UWM External Res Exp $15,000,000 Res Exp + Faculty Dept 2012-14 $10,000,000 $5,000,000 $0 2011 2012 2013 2014 2015 2016

INPUTS Scholarship People • Publications, Creative • Faculty & Scientists Works & Performances • Research Staff OUTCOMES • OUTCOMES Citations • Post-docs Students • Graduate Students: RAs • PhD • Undergrad. Students • Thesis MS/MA • Collaborators • Undergraduate Research Funding CREATIVE • Research & Public Service Commercialization STUFF! • • External: Federal & Non-Federal Patents, Licenses • • Internal: GPR & Indirects Startups Community Resources • Joint projects • Facilities • Partnerships • School/College support • Internal Support Programs UNIV. RESEARCH INFRASTRUCTURE • Partners • Library OSP, Compliance, HR, Travel, Purchasing, • UITS Office of Undergraduate Research, UWM-Research Foundation, etc.

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