Enrollment Management Overview

1. Enrollment Management Overview Enrollment Management Overview Faculty Senate Fall 2009

2. Enrollment Management Overview Context Enrollment Management Enrollment management is an on-going institutional process that enables and supports the land grant, research, and outreach mission and strategic plans of the institution • Mission • Vision • Values Key concepts and phrases • Identify, achieve and maintain optimum enrollment • Contribute to the financial well-being of the institution • Lead and support the development and implementation • of enrollment management plans • Articulate and embrace a common direction • Achieve excellence in levels of • Access • Transition • Persistence • Graduation

3. Enrollment Management Overview Context Background – Activities to Date • 2008 and earlier • Establishment of EM role and division • Reallocation of funds for EM, Research and Advancement to focus on revenue enhancement • Initiation of articulation agreements with key feeder community colleges • Campus representatives participate in Snowbird Institute -- focus on retention • 2008 - 09 academic year • Three campus–wide EM retreats leading to • Development of EM Mission, Vision and Values statement • Establishment of EM Strategic Planning Workgroup • Extensive data and information preparation, review and analysis with initial, preliminary enrollment targets • Purchase of Constituent Relationship Management System (CRM) • 2009 - 10 academic year • EM Review and Advisory Board Retreat: October 2009 • Initiated Implementation of CRM • Planned 16 Outreach Workshops • Identification of preliminary enrollment targets

4. Enrollment Management Overview Infrastructure Overview For on-going communication to sustain an institutional enrollment management effort. President’s Cabinet Provost /Executive Vice President Provost’s Council Assistant Vice President for Enrollment Management • Strategic Planning Workgroup • Selected campus representatives with roles associated with key data and information • Leadership and support for unit and institutional efforts • Data preparation, analysis and projections • Meets on a regular basis /as needed • Review and Advisory Board (EM RAB) • Selected representatives of organizational and constituent groups (40 – 50) • Liaison between units and institutional efforts • 3 workshops / retreats per year: October, February, and April

5. Enrollment Management Targets Enrollment Management -- Target Year FTE Headcount 2020 16,000 + 18,200 +

6. Enrollment Management Targets Growth -- ‘one bite’ (or three years) at a time Year FTE* Headcount* 2009 2012 2015 2018 2020 • 10,300 • 11,800 • 13,300 • 15,000 • 16,000 + • 12,000 • 13,600 • 15,300 • 17,200 • 18,200 + * -- Fall 10th day

7. Enrollment Management Action Plans and Initiatives Growth Opportunities and Priorities • Distributed Instruction • (Regionals, Distance Education, On-line Offerings, Dual Credit) • Diversity • Fiscal policies • Graduate • International • Transfers** • Success / Retention** • Summer • Yield** Institutional planning and coordination with defined enrollment targets, specific initiatives, targeted resources and implementation plans are needed in all of the above. ** = areas where the level of institutional planning and coordination is most advanced.

8. Enrollment Management Overview Targets Preliminary – 2012 (3 years) • Sustainable annual overall headcount growth of 5% annually • U of Idaho = 11, 957 (Fall 2009)  13,600 (2012) • Increase new freshmen yield (admitted to enrolled) to at or above peer average (within 3 years) • U of Idaho = 44% Peer average = 49% • Increase freshmen to sophomore retention rate to at or above peer average (within 3 years) • U of Idaho = 77%  Peer average = 81% • Increase new undergraduate transfers by up to 50% (within 3 years) • U of Idaho = 669 (Fall 2008) 1000 • Increase International enrollment by up to 50%(within 3 years)* • U of Idaho = 533 (Fall 2008)  800 • * (conditional on establishing presence in China and resolution of ‘use of agents’ issue)

9. Enrollment Management Overview Action Plans and Initiatives s Growth Opportunities and Priorities - Transfers (selected initiatives) • 11 priority community colleges with articulation agreements with 2 on-site events per campus • Expanded and targeted recruitment in Western Washington and Northern California • Prospect generation from former prospects and enrolled students accompanied by targeted recruitment campaigns • Expanded Campus events including a new Fall recruitment event for students and Spring event for CC advisers and faculty

10. Enrollment Management Overview Action Plans and Initiatives Growth Opportunities and Priorities -- Success / Retention (selected initiatives) • Increased commitment to academic advising and new student orientation • Increased support for At risk, general studies and non-declared students • Residence hall intervention– early warning system • Residence hall live-on requirement

11. Enrollment Management Overview Action Plans and Initiatives Growth Opportunities and Priorities – Yield (selected initiatives) • Analysis and ‘grading’ of prospect pool to effect recruitment and marketing efforts (with targeted segments including Legacy, Treasure Valley, and Hispanics) • Develop transition plans to shift recruitment cycles earlier (up to six months) and engage student affairs and academic affairs staff • earlier with admitted students • Propose controls (deadline(s) and or admission closures) to limit freshmen applications • Purchased and implementing Customer Relationship Management (CRM) system

12. Enrollment Management Campus Engagement in Enrollment Management • Breakfast for Progress -- Discussion and feedback • Three key questions • EM Outreach workshops (15 currently scheduled) • November 2009 – February 2010 • EM Review and Advisory Board Workshops (3 annually) • February 17, 2010 • April 14, 2010 • EM Strategic Planning Workgroup • Regular meetings