SEM Tactical Workshop: Indiana State University

1. SEM Tactical Workshop:Indiana State University September 18-19, 2012 Tom Green, Ph.D. Senior Consultant

2. Three levels of SEM plan details • Goals • The large targets set for enrollment • Specific to a segment of the enrollment mix • Strategies • The major ways in which the institution will focus its energy and resources to achieve long-term results • Tactics • The details of who, what, when and how the work will be done • Assures that each aspect of the plan has accountability

3. Goals • Set the broad parameter for desired state • Apply to a specific segment of the enrollment mix of the University • Example: Increase the enrollment of students enrolled in on-campus graduate programs from 1000 in fall 2012 to 1300 in fall 2017. • Example: Increase the undergraduate student body through growth in new freshmen and transfers. • Example: Increase full-time enrolled students by 2% a year for 2012, 2013 and 2014.

4. Strategies • The major ways in which the University will organize its time and resources to achieve enrollment goals. • These support the enrollment goal by adding more specific detail to the plan. • Example: Develop a marketing campaign in the Wabash Valley region targeted to potential graduate students in education, business, public affairs and nursing. • Example: Intensify recruiting efforts to underrepresented populations and growing populations. • Example: Focus of academic advising shifted from course selection and approval to developmental advising.

5. Tactics • The “devil is in the details” of planning. • Must include: • The person responsible for the execution of the work. • This does not mean that this person works alone but rather that she/he is the one to assure that the work is progressing, as planned. • A definition of what will be done. • Expected outcomes. • A time line of when the work will be done: • This likely includes several steps along the way. • How progress and outcomes will be reported. • To whom progress and outcomes will be reported. • Where the data for the measurement resides. • Resources required (new or redirected).

6. Completed work plan example

7. Next steps • Work through a goal to develop strategies and tactics. • Decide how to adapt current strategic planning documents to include all required parts of the SEM plan tactical work plan. • Work your way through all your goals. • Align the SEM plan strategies and tactics with existing initiatives of Goal One of the ISU Strategic Plan.

8. Goal 1. To enhance what is done to prepare students and their families prior to the student enrolling in their first term. • Increase college finance literacy for students and families • Create an early outreach plan that includes the right target audiences: • Community agencies/groups • Secondary schools • Pre-secondary audiences • Create a communication plan • Create time appropriate media and materials tailored to guidance officers, community based agencies/groups, student and parent audiences • Deliver/distribute financial literacy information during on-campus events and visits draft