Integrating Enrolment and Budget Planning: Creating SEM Decision Packages

1. Integrating Enrolment and Budget Planning:Creating SEM Decision Packages Canadian SEM Summit Vancouver, BC May 14, 2009

2. The SEM Plan

3. Challenges with Traditional SEM Plans • Comprehensive to a fault • Lose potential allies in the details • Focus on planning rather than doing • Too often sit on the shelf

4. Let’s Change the Paradigm • Focus on what matters most to decision makers • Extend the planning horizon • Do our homework • Hold ourselves accountable

5. Physical Capacity Ethnicity Undergrad/ Grad Majors Academic Profiles Residency Special Skills Program Capacity Creating a SEM Decision Package • Phase 1: Identify specific enrollment goals Institutional Mission

6. Creating a SEM Decision Package • Phase 2: Identify enrollment investments and measureable outcomes • Recruitment • Retention • Infrastructure • Beyond enrollment service units

8. Creating a SEM Decision Package • Phase 3: Identify Measureable outcomes • Enrollment • Gross revenue • Net revenue

10. Creating a SEM Decision Package • Phase 4: Track Enrollment, Net Revenue, and Institutional Budget Outcomes

11. Enrollment Outcomes

12. Financial Outcomes

13. Creating a SEM Decision Package • Phase 5: Create Reinvestment Strategies • Enrollment • Gross revenue • Net revenue

14. Costs and Reinvestments

15. Thank you! • Bob Bontrager • bontrager@aacrao.org