Goal 1: Increase enrollment and student success

Indiana State UniversityUpdate on Strategic

Plan BenchmarksMarch 4, 2014

President Daniel J. Bradley

PREV 3YR AVG 2009 2010 2011 2012 2013

GOAL 2014

GOAL 2017

Total student headcount 10,523 10,534 11,494 11,528 12,114 12,448 12,700 14,000Total FY degree production 2,153 2,171 2,073 2,175 2,110 2,165 2,230 2437Total new freshmen headcount 1,692 1,801 2,566 2,512 2,658 2,654 2,854 3,000Total degrees per 100 FTEs 24.1 24.9 23.5 22.5 21.7 21.1 22.0 24.0First-year retention rate 66.4% 63.9% 58.1% 58.1% 60.6% 63.5% 65.0% 70.0%Four-year graduation rate 20.1% 20.5% 21.6% 22.2% 19.4% 21.3% 25.0% 30.0%Six-year graduation rate 42.6% 40.4% 43.5% 41.9% 42.3% 41.8% 46.0% 50.0%

Goal 1: Increase enrollment and student success

Initiatives to help us achieve Goal I Benchmarks

1. Expanded marketing- More to Blue Campaign2. University College- Intrusive Advising3. Curriculum changes– 120 hour degree, limited credits in

major, and graduation guarantee 4. Inside Track- Academic Coaching5. Extension of LEAP to the entire freshman year6. New degree programs- BAS & General Studies (under

development)7. Faculty Center for Teaching Excellence8. Department dashboards and enrollment and retention

plans

Goal 2: Advance experiential learning

PREV3YR AVG 2009 2010 2011 2012 2013

GOAL2014

GOAL2017

Seniors that have had an experiential learning component 840 1,089 966 995 1,095 1,978 1,324 1,763

Degree programs with a required significant experiential learning component

--- --- 52% 68% 100% 100% 100% 100%

Percentage of graduates who participate in experiential learning within their major

--- 75% 76% 77% 80% 90% 100% 100%

Additional Benchmarks -- Goal 2: Advance experiential learning

PREV3YR AVG 2009 2010 2011 2012 2013

GOAL2014

GOAL2017

Number of internships for the fiscal year 2710 3469 3676 3700 4000

Number of Juniors & Seniors “engaged” with the Career Center 134 115 500 1200

Number of students involved in Undergraduate Research 539 550 700

% of Seniors responding to the Post-Graduation Career Center Survey 50% 60% 75%

Initiatives to help us achieve Goal 2 Benchmarks

1. Infuse experiential learning as a core component of all academic programs

2. Create a Center for Student Research and Creativitya) Exposium to recognize research and creative activitiesb) Study abroad subsidiesc) Summer research experiences

3. Implemented student leadership certificate and leadership retreats4. Enhance legacy programs and create icon services and program

that reflect the changes needs and interests of today’s studentsa) RecFest, DeStressFest, Sycamore Fitness Trail, etc.

5. Utilize the Student Government Association to improve campus life and co-curricular experiences

a) Expansion of The Forest to 1,000 members

PREV3YR AVG 2009 2010 2011 2012 2013

GOAL2014

GOAL2017

Yearly student participation rate in Community Engagement activities

5,400 6,210 6,831 6,145 7,651 10,686 11,000 11,500

Leadership/Volunteer positions that faculty and staff have in community, social, and econ. development groups

31.9% 40.0% 60.0%

United Way support $63,280 $67,473 $78,091 $80,000 $85,000Jobs created in conjunction with the local SBDC 57 70 75 80 85 100

Goal 3: Enhance community engagement

PREV3YR AVG 2009 2010 2011 2012 2013

GOAL2014

GOAL2017

Overall rank in Washington Monthly National University Ranking 138 78 54 25 Top 10%Community Service Rank in Washington Monthly National University Ranking

105 21 8 3 Top 5%

U.S. President Higher Education Community Service Honor Roll Yes Yes Yes Yes Yes w/D Yes w/D Yes w/D Yes w/DImpact on the Ryves Neighborhood – metric TBD% of Federal Work Study money used for Community Service 13% 15% 12% 11% 33% 33% 33%

Additional Benchmarks -- Goal 3: Enhance community engagement


1. Create a coordinated community engagement programa) Expansion of internship opportunities (on and off campus)b) Career immersion experiencesc) Career Certificate Programs

2. Expand distance education offerings to meet the needs of students and to support economic development

a) Extended Learning Marketing Plan3. Enhance the visibility of ISU in Indianapolis

a) Influencer marketing campaign completed and rolled into general marketing program

4. Utilize the American Democracy Project to produce civically minded graduates

a) ISU Day at the Indiana Statehouseb) Full year of activities and programs

PREV 3YR AVG 2009 2010 2011 2012 2013

GOAL2014

GOAL2017

Enrollment in new certificate/degree programs or professional development courses

40 41 150 200

Number of external organizations served 18 127 110 200 300 Number of external persons served 128 2,361 3,775 2,700 2,850 External grants and contracts awarded ($’s) $34,000 $75,102 $500,000 $770,000

Fees from services $54,966 $116,040 $175,000 $300,000

Goal 4: Strengthen and leverage programs of distinction and

promise


1. Rural-Urban Entrepreneurship Development Institute (RUEDI)2. The Center for Health, Wellness, and Life Enrichment --Accountable Care Organization 3. Community School of the Arts4. The Center for Genomic Advocacy5. The Center for Unmanned Systems and Human Capital Development6. The Center for the Study of Health, Religion and Spirituality7. Institute for Community Sustainability8. The Center for Global Engagement and International Programs9. Networks Financial Institute

Broad-based efforts include:10. New curricular programming: 1 minor and graduate certificate launched, 4 minors, 1

major and 1 graduate program under development

11. Expanding participation in Summer Honors Program to attract new students

12. Fee-based programming added for community members

13. Collaboration between various centers on international grants with foreign partners

14. Focus on Experiential Learning and Community Engagement

PREV3YR AVG 2009 2010 2011 2012 2013

GOAL2014

GOAL2017

Grants & contracts awarded

$14 m $8.5 m $13.8 m $10.2 m $6 m $8.8 m $14 m $16.2 m

Total gross tuition and fees $66.2 m $71.3 m $74.3 m $86.1 m $91 m $95.7 m $100 m $103 mFoundation funds expended on behalf of ISU

$9.4 m $8.2 m $10.5 m $13.8 m $6.8 m $8.2 m $9 m $10.5 m

Total # of donors to ISU Foundation

9,678 8,503 8,187 8,339 7,478 8,454 8,244 9,544

Goal 5: Diversify revenue – philanthropy, contracts and grants


1. Enhance grant and contract activity and administrative reorganization

2. Strengthen the engagement of alumni in the life of the universitya) Alumni Data Collectionb) Create Alumni Clubs in various cities and regions

3. Open Educational Resources

a) Saving students money on textbooks

b) Maintain affordability in remodeled Res Halls

PREV3YR AVG 2009 2010 2011 2012 2013

GOAL2014

GOAL2017

# of African-American and Hispanic full-time faculty 21 21 23 32 30 33 58 79% of female full professors to total full professors 26% 25% 24% 26% 32% 32% 32% 38%% of faculty making 90% or more of target salaries --- 60% 87% 100% 100% 100% 100% 100%New faculty hires obtaining tenure in 7 years 56% 60% 70% 51% 49% 68% 65% 65%6-year retention rate for EAP and support staff, combined 33% 42% 33% 46% 43% 33% 60% 75%

Goal 6: Recruit and retain great faculty and staff

PREV3YR AVG 2009 2010 2011 2012 2013

GOAL2014

GOAL2017

% of insured employees participating in health screenings 90% 92% 100%% of insured employees tobacco free or participating in tobacco cessation program

92% 92% 100%

Additional Benchmarks – Goal 6:Recruit and retain great faculty

and staff


1. Enhance the Quality of Life for Faculty and Staffa) COACHE assessment of workplace satisfactionb) Work/Life integration conference

2. Enhance the Development of Faculty and Staffa) Revised new faculty orientation programb) New staff orientation programc) Faculty Center for Teaching Excellenced) E-Learning professional development software

3. Expand the diversity found in the composition of faculty and staff at ISUa) Certified Diversity Professional Certificate Programb) Diversity awareness module administered to all new staff

4. Continue implementation of pay raises and pay equity plans

PREV3YR AVG 2009 2010 2011 2012 2013

GOAL2014

GOAL2017

Students engaged in downtown organizations and activities 4 10 25 32 50 100Downtown events supported by the University 5 10 15 10 20 35New "college focused" merchants locating downtown 5 7 10 15 25Student usage of the RHIC simulation center 760 980 1,249 1,482 1,377 1,565Number of partners within the RHIC 7 11 11 10 13 14

Partnering for Success

Initiatives to help us achieve Benchmarks for Partnering for

Success1. Energize downtown to create a great college town

a) Federal building renovated into new home for Scott College of Business

b) 500 Wabash downtown housing project2. Realize the full potential of the Rural Health Innovation

Collaborative3. Developing the neighborhoods around ISU (Moved to

Master Plan)4. Creating a gateway to ISU and a connection to Riverscape

a) New track and field complex5. Improve student housing to meet expectations and needs

of today’s students (Moved to Master Plan)

BUDGET PREV FY2013 GOAL GOAL MANAGEMENT 3YR AVG FY09 FY10 FY11 FY12 ACTUAL PROJECTED FY14 FY17

Ratio FTE Student per FTE Faculty

15.4 15.8 16.3 17.9 18.5 18.9 18.5 19.0 21.3

Ratio FTE Student per FTE Other Personnel

7.7 7.7 9.7 10.0 10.4 10.7 10.7 11.0 12.5

Annualized Hoosier FTE (Previous Year)

7,937 7,583 7,659 8,319 8,108 8,483 9,040 9,280 10,000

Net Operating Revenue Ratio (strength)

9.3 7.0 1.8 10.0 10.0 5.4 7.6 10.0 10.0

Composite Financial Indicator Score

3.9 3.0 2.9 3.9 4.1 3.8 4.1 5.5 5.5

Board of Trustees Priorities

BUDGET MANAGEMENT PREV FY2013 GOAL GOAL HOUSING AND DINING 3YR AVG FY09 FY10 FY11 FY12 ACTUAL PROJECTED FY14 FY17

Increase in Net Assets $2.4 m $3.6 m $4.1 m $3.2 m $7.5 m $8 m -- $3.5 m $5 m

Net Operating Revenue Ratio 0.12 0.16 0.16 0.12 0.25 0.24 -- 0.07 0.07Primary Reserve Ratio 0.92 1.12 1.14 1.09 1.28 1.23 -- 0.67 0.67Return on Net Asset Ratio 0.06 0.08 0.08 0.06 0.13 0.12 -- 0.10 0.10Viability Ratio 1.8 3.1 1.7 1.1 1.4 0.7 -- 2.1 2.1Composite Financial Indicator Score WT 5.5 7.3 6.2 5.4 6.8 6.0 -- 5.5 5.5


BUDGET MANAGEMENT PREV FY2013 GOAL GOAL ATHLETICS 3YR AVG FY09 FY10 FY11 FY12 ACTUAL PROJECTED FY14 FY17

% Women Athletes 50.3% 52.6% 48.0% 51.6% 52.5% 49.0% 53.0% Match Cohort

Match Cohort

% Women in Cohort for Title IX Purposes -- 52.0% 51.6% 49.7% 51.5% 52.7% 51.0% 51.0% 51.0%

% of Operating Budget from Non-ISU Sources 28.0% 28.0% 28.1% 30.7% 25.4% 27.9% 30.0% 35.0% 38.0%


Initiatives to help us achieve Board Priority Benchmarks

1. Maintain conservative budget policies and create University Budget Committee

2. Maintain focus on increasing Hoosier FTE

3. Continue to grow reserves to balance growth in debt related to housing projects

4. Use roster management to meet Title IX requirements. Prepare to add a women’s sport

5. Develop fund raising capabilities for athletics

PREV FY2013 GOAL GOAL

Degree Completion 3YR AVG FY09 FY10 FY11 FY12 ACTUAL PROJECTED FY14 FY17

Bachelors 1,232 1,249 1,085 1,058 1,117 1,173 1,148 1,250 1,436 Masters 254 246 241 246 252 269 258 265 283 Doctoral 35 33 37 34 34 23 22 38 43 TOTAL 1,520 1,528 1,363 1,338 1,403 1,465 1,428 1,553 1,762 At-Risk Student Degrees 269 293 283 337 372 363 354 425 488

ICHE Performance Priorities

PREV FY2013 GOAL GOAL

Productivity Metrics 3YR AVG FY09 FY10 FY11 FY12 ACTUAL PROJECTED FY14 FY17

On-Time Degrees 19.3% 20.1% 21.4% 21.3% 18.4% 20.7% 18.3% 23.0% 26.0%Indiana Residents in FTFTBDS Freshman Cohort 1,476 1,597 2,198 2,146 2,143 2,193 2,200 2,350 2,500

Student/(Faculty & Staff) Ratio Institutionally-Defined Productivity Measure

5.1 5.2 6.1 6.4 6.7 6.8 6.9 7.0 7.8

Student/Faculty Ratio Institutionally-Defined Productivity Measure

15.4 15.8 16.3 17.9 18.5 18.9 18.5 19.5 21.3

Student/Staff Ratio Institutionally-Defined Productivity Measure 7.7 7.7 9.7 10.0 10.4 10.7 10.7 11.0 12.5

Expenditures baseline actual target Per Completion FY10-11 FY11-12 FY12-13 FY15-16 FY18-19 FY21-22 FY25-26All Students $59,516 $58,118 $64,481 $68,428 $72,616 $77,061 $83,413

baseline actual target Student Debt FY10-11 FY11-12 FY12-13 FY15-16 FY18-19 FY21-22 FY25-26All Students $24,571 $23,696 $22,032 $23,381 $24,812 $25,814 $28,501

ICHE Performance Priorities

Progression Point PREV FY2013 GOAL GOAL

Metrics 3YR AVG FY09 FY10 FY11 FY12 ACTUAL PROJECTED FY14 FY17

30 Credits 1,131 1,153 1,182 1,308 1,567 1,624 1,596 1,550 1,77560 Credits 1,115 1,027 1,018 1,045 1,206 1,384 1,270 1,275 1,515

Initiatives to help us achieve ICHE Priority Benchmarks

1. Meet the Goal 1 Benchmarks while continuing to focus on increasing Hoosiers

2. Use summer school and graduation guarantee to promote on-time graduation

3. Continue a focus on meeting the goals for SFR and SSR by continuous focus on increasing efficiency and reducing employment on a per student basis

4. Maintain a focus on minimizing the growth in cost and student debt

Indiana State UniversityUpdate on Strategic

Plan BenchmarksMarch 4, 2014

President Daniel J. Bradley

Documents

Goal 1: Increase enrollment and student success