Penn State Mont Alto 2008-2013 Strategic Plan Update for Goal #5

1. Penn State Mont Alto 2008-2013 Strategic PlanUpdate for Goal #5 Review Team Members: Randall Ackerman, Holly Cieri, Diane Chamberlin, Mike Ray, John Rotz, Ron Swope, Craig Wagner

2. Goal 5: Continue to enhance the financial stability, organizational efficiency, and operational effectiveness of the campus.

3. Enhance financial stability, organizational efficiency, & operational effectiveness Technologies ENROLLMENT Scholarships Continuing Education Recycling & Sustainability Risk Management Strategic Plan? #$%^*#(@(@

4. Objective #1 • Identify and develop new sources of income and increase existing revenue streams • This goal should be kept • The objective as moderately met • Campus grant writer looks for various research and external funding opportunities • Initially objective targeted large grants but was re-visited and revised to include smaller grants

5. Objective #2 • Utilize new technologies to reduce costs while improving the delivery of services (DBS, DIT) • This objective was met • Installed our first key card system • Increased our use of Virtual Machine (VM) Server infrastructure • Installed exterior Town Commons, LED lighting fixtures in order to provide better illumination and reduced energy consumption.

6. Objective #3 • Increase total enrollment to 1300 students by 2013 (DEM) • This objective was “not met” • Objective should be continued but re-defined • Admission has taken advantage of strategic opportunities to recruit outside its traditional service area, and is looked to as a model campus regarding out-of-state recruitment. • A 10 month “Road Runner position was hired to help with recruitment in Maryland, Virginia, Washington DC, and West Virginia.

7. Objective #4 • Develop “green” initiatives that promote responsible use of resources (DBS, GP) • This objective was “not met” • Objective should be continued but re-defined • The committee should be restructured

8. Objective #5 • Develop a campus capital purchasing plan (CHA, DBS) • This objective was “not met” • University Park and Mont Alto evaluates needs but central makes the final decision • Major capital initiatives are solely directed by University Park • This objective should be discontinued

9. Objective #6 • Increase the number of conferences and summer camps by 50% (DCE) • This objective was “not met” • CE is partnering with areas across campus to determine needs academically and camps • This objective should be continued but under a different goal

10. Objective #7 • Identify potential risks that affect the campus (RMC) • This objective was “successfully met” • Table top, interactive and full scale training is provided • Mont Alto is a model for other PSU campuses

11. Objective #8 • Increase the scholarship endowment by four million dollars (DOD) • This objective was “not met” • Objective was written prior to Campaign goals • Priorities shifted to the campaign and not the objective • Overly ambitious • Campaign objective was met

12. Objective #9 • Increase endowment to program support by 1.5 million dollars (DOD) • This objective was “moderately met” • Objective was written prior to Campaign goals • Priorities shifted to the campaign and not the objective • Overly ambitious • Campaign objective was met

13. Objective #10 • Continue to recycle permanent funds consistent with University policy • This objective was “met” • There is not a choice the University does this automatic • Recycling percentage is set by University Park

14. Metrics • The increase in the scholarship endowment by 2013 • The PSMA scholarship endowment increased 47% • The increase in the program support endowment dollars by 2013 • The PSMA program endowment increased 12%; • Number of students receiving external scholarships • Number of state/federal funding sources used for tuition-assistance • VA funding, Yellow Ribbon, Pell, job retraining program • Number of dollars spent and number of building and grounds projects completed by 2013 • Ongoing, we try to leverage our campus fund by matching UP funds • Number of new baccalaureate programs offered by 2013 • Number of off-campus credit courses and total enrollment in off-campus credit courses on an annual basis • CE has developed a conference proposal template in preparation for more proactively responding to conference opportunities

15. Metrics • Number of partnerships with local Chambers of Commerce and press releases published in their newsletters • Number of full-time equivalent staff dedicated to maintaining the website • One person • Number of conferences and summer camps on campus, annually • Adventures in Learning Program , Schatz Tree Genetics Colloquium, Mushroom conference, Delone Band, • Athletics for summer 2013, sports camps or clinics were conducted for cheerleading, baseball, softball, wrestling and golf.

16. Metrics • The increase in the number of labeled recycling containers on campus by 2013. • An increase of approximately 13 containers. We recycle copier toner, batteries, lights, carpet, etc • Number of departmental capital requests by March/April from campus departments on an annual basis • Existence of an on-going risk management program and the number of annual training sessions for campus citizens • Regular fire drills, fire extinguisher training, table top exercise for EMG, AD 72 training, EPA<DEP and OSHA • Total dollars recycled annually

17. Strategies/Tactics • Appoint and support the Campus Capital Campaign committee by 2008 • The Development office set up the capital campaign committee • Locate and promote scholarship opportunities from new and existing sources • The Development office raised $1,733,440 • Identify community funding sources for tuition assistance • None were developed, this one should be removed from this goal • Maintain and enhance campus facilities and grounds • We have spent over the Strategic Plan time frame a total of $4,644,597 • Identify new academic programs to be offered by 2013 • Increase off-campus credit course offerings • This should be moved to goal #1 or #4 • Partner with local Chambers of Commerce to promote Penn State Mont Alto • PSMA belongs to many of the area Chambers

18. Strategies/Tactics • Improve Penn State Mont Alto on the Internet • One person has been hired as of September 2013 • Increase the number of summer conferences by 50% by 2013 • Promote campus involvement in sustainability and recycling efforts • We recycle copier toner, batteries, lights, carpet, ballast,etc. • Single stream recycling

19. Strategies/Tactics • Develop an annual reporting process of capital needs for each department • Reviewed every March/April • Develop, identify, and monitor strategies for managing risks and train the campus community in crisis management and disaster preparedness • Regular fire drills, fire extinguisher training, table top exercise for EMG, AD 72 training, EPA, DEP and OSHA • Increased the awareness of Risk Management issues and continue to be a model for other campuses

20. What have we done well? • Increase the campus scholarships and endowments in accordance with the campaign goals • Investing in new technologies in the physical plant, academic and IT areas • Leveraging the available fund from University Park to accomplish campus improvements

21. What do we need to continue? • Developing new sources of income through grants (TRIO grant) • Positioning ourselves to better recruit out of state and international students. • Promoting and offering off-campus credit classes for traditional and non-traditional students. • Developing Risk Management training scenarios and tabletop exercises