1. Investing in Montanas Competitive Future www.mus.edu Fall 2007 Strategic Directions Supplement to the 2006-2010 Board of Regents Strategic Plan

2. 2 BACKGROUND: Enrollment Distribution Student FTE Distribution by Institution Type Annual Average FTE 2006-07 7,543 FTE Includes community colleges

3. 3 BACKGROUND: Enrollment Growth Student FTE by Institution Type Cumulative Percent Change, 1997 - 2007

4. 4 Board of Regents Strategic Goals Access & Affordability Economic Development Efficiency & Effectiveness CAP (tuition policy) 2-year Entry K-12 Collaboration Distance Education CAP (tuition policy) 2-year Entry K-12 Collaboration Distance Education Graduate Program Enhancement Workforce & Research Initiatives Graduate Program Enhancement Workforce & Research Initiatives Transferability & Student Data Funding Allocation Methodology Transferability & Student Data Funding Allocation Methodology

5. 5 Board of Regents Strategic Goals Access & Affordability GOAL I: Increase the overall educational attainment of Montanans through increased participation, retention and completion rates in the Montana University Systemretention completion GOAL I: Increase the overall educational attainment of Montanans through increased participation, retention and completion rates in the Montana University Systemretention completion CAP – College Affordability Plan (tuition policy) Implement CAP for 2007-08 & 2008-09 Continue promoting affordable education in Montana Data Points: tuition comparison (12), tuition history (13), funding history (14)tuition comparisontuition historyfunding history 2-year Entry – increase access and participation at 2-year institutions Dual enrollment Non-traditional student enrollment Transfer of credit Data Points: CC participation (15), non-trad (16), CC tuition (17), tuition ratio (18), need-based (19), remediation (20), 2-year degrees (21), degree distribution (22), top 10 degrees (23)CC participationnon-tradCC tuitiontuition ratio need-based remediation2-year degrees degree distribution top 10 degrees Differential Tuition Community Perception Need-based aid

6. 6 Distance Education – enhance and coordinate distance education System-wide portal for distance learning courses and degree programs - www.mus.edu/on-linewww.mus.edu/on-line On-line student services and advising Expand offerings in high demand fields Data Points: MUS on-line (28), DE enrollment (29)MUS on-lineDE enrollment Board of Regents Strategic Goals Access & Affordability (cont.) GOAL I: Increase the overall educational attainment of Montanans through increased participation, retention and completion rates in the Montana University System K-12 Collaboration – work to establish/implement Kindergarten to College priorities Link data system with K-12 Dual credit Academic preparation Data Points: HS grads (24), college cont rate (25), rate increases (26), MT participation rate (27)HS gradscollege cont raterate increasesMT participation rate

7. 7 Workforce and Research Initiatives – expand efforts to connect education with workforce and economic development Increase workforce training in healthcare and construction, as well as other high demand fields Invest in equipment and technology Grow research endeavors to fuel the economy Develop better data connecting education to economic development Data Points: research expenditures (32), funding1 (33), funding2 (34), workforce (35), migration (36), data connection (37)research expenditures funding1funding2workforcemigration data connection Board of Regents Strategic Goals Economic Development GOAL II: Assist in the expansion and improvement of the states economy through the development of high value jobs and the diversification of the economic base. Graduate Program Enhancement – invest in graduate programs to increase research and spur economic development: Increase enrollment and completion Promote connection between research and economic development Data Points: % grad enrollment (30), R&D Peer Comparison (31)% grad enrollmentR&D Peer Comparison

8. 8 Funding Methods – explore alternative methods of funding the university system and allocating dollars throughout the system Study alternatives to MUS funding formula (PEPB) Possible revisions to allocation methodology – strategic directions Data Points: funding per fte (41)funding per fte Board of Regents Strategic Goals Efficiency & Effectiveness GOAL III: Improve institutional and system efficiency and effectiveness. Transferability & Student Data – improve transferability and invest in the development of a system-wide student data system Improve transferability of credits between MUS institutions Increase access to transfer and student-related information Enhance accountability and data system Data Points: transfers (38), total credits (39), 2-year Transfers (40)transferstotal credits2-year Transfers

9. 9 Emerging Issues & Trends Budget Slides Budget Slides Emerging Issues & Trends Budget Slides Budget Slides

10. 10 Emerging Issues & Trends Retention Rates are Below the Regional Average Freshmen Retention Rates at 4-year Public Institutions 2005-06 Students Entering Fall 2005, Returning Fall 2006 source: NCES IPEDS back

11. 11 Emerging Issues & Trends Graduation Rates are Below the Regional Average Graduation Rates at 4-year Public Institutions, 2005-06 Percent of 1st-time, Full-time, Students Earning Bachelor's Degrees within 6 Years source: NCES IPEDS back

12. 12 Emerging Issues & Trends Tuition in Montana is Higher than the Regional Average source: IPEDS Average Tuition & Fees for Resident, Full-time Undergraduates Public, 4-year Institutions, Academic Years 1991 - 2006 back

13. 13 Emerging Issues & Trends Tuition in Montana has Grown Faster than the Regional Avg 199119992006 source: IPEDS Tuition and Fee Increases for Full-time Resident Undergraduates Cumulative Percent Change, 1991 to 2006 (academic year) MUS 2-year 237% MUS 4-year 227% Regional 4-year, 175% Regional 2-year, 142% back

14. 14 Emerging Issues & Trends Trend of Declining State Support Shifted in 2008 source: OCHE Fiscal Affairs MUS Funding History by Revenue Sources MUS Education Units, Fiscal Years 1992, 1997, 2002 - 2009 back

15. 15 Emerging Issues & Trends Low Percentage of Students Enrolled in Two-year Colleges source: IPEDSsource: IPEDS, Fall 2006 estimates, includes Tribal Colleges Includes Tribal Colleges back

16. 16 Emerging Issues & Trends Low Percentage of Adults Enrolled in Higher Education Part-time Undergraduate Enrollment as a Percent of Pop. Ages 25 to 44 2004-05 source: NCES, IPEDS Fall Enrollment Survey; U.S. Census Bureau back

17. 17 Emerging Issues & Trends Tuition at 2-year Institutions is Higher than Regional Avg. source: NCES, IPEDS Peer Analysis System back

18. 18 Emerging Issues & Trends 2-year Tuition is High Relative to 4-year Tuition in MT source: NCES, IPEDS Peer Analysis System back 2-year Tuition & Fees as a Percent of 4-year Tuition & Fees Average Annual Resident Undergraduate Tuition & Fees, 2005-06

19. 19 Emerging Issues & Trends Financial Aid for Low Income Students is Limited Even with recent increases to financial aid programs, Montana still lags behind the regional average. Source: NASSGAP Survey, IPEDS back

20. 20 Emerging Issues & Trends Over 1/3 of Recent MT Graduates Require Remediation 2002-03 Grads Enrolling Fall 03 2003-04 Grads Enrolling Fall 04 2004-05 Grads Enrolling Fall 05 2005-06 Grads Enrolling Fall 06 Remediation Rate (def.): percent of recent Montana high school graduates enrolling in remedial math or English in the fall semester immediately following graduation. source: MUS Data Warehouse (does not include comm. colleges) back

21. 21 Emerging Issues & Trends More than 1,400 2-year Degrees are Awarded Annually source: NCES, IPEDS Peer Analysis System back Associate Degrees Conferred Associate of Arts, Associate of Science, & Associate of Applied Science, 1999-00 to 2005-06

22. 22 Emerging Issues & Trends Over 2/3 of 2-year Degrees Awarded are Occupational/Tech source: MUS Data Warehouse (does not include comm. colleges) back MUS 2-year Degrees & Certificates Awarded, 2005-06 does not include community colleges

23. 23 Emerging Issues & Trends Nursing Degrees & Certificates are at the Top of the List source: MUS Data Warehouse (does not include comm. colleges) back Top Ten MUS 2-year Degrees & Certificates Awarded, 2005-06

24. 24 Emerging Issues & Trends Declining Number of High School Graduates 200320102016 +10% -20% In the past 10 years, K-12 enrollment has declined by 12% in MT 2,000 fewer students are projected to graduate in MT by 2016 source: NCES Projections of Public High School Graduates 2003 – 2016 +65% back

25. 25 Emerging Issues & Trends College Continuation Rates are Above Regional Average source: NCES, IPEDS Fall Enrollment Survey On average, 35% of recent high school graduates enter the MUS, 5% enroll in tribal or private colleges in Montana, while 15% choose to enroll out-of-state. back

26. 26 Emerging Issues & Trends College Continuation Rates Must Improve College Continuation Rates Percent of high school graduates enrolled as 1st-time, degree-seeking college students in the fall semester immediately following graduation source: NCES, IPEDS Fall Enrollment Survey; high school enrollment - WICHE, Knocking at the College Door - 2003 back

27. 27 Emerging Issues & Trends Overall, College Participation Rates in Montana are Low source: NCES IPEDS, US Census Bureau back

28. 28 Emerging Issues & Trends Enhancing & Coordinating Distance Learning back www.mus.edu/on-line

29. 29 Emerging Issues & Trends Enrollment in Distance Education is Increasing source: MUS Data Warehouse (does not include comm. colleges) MUS Distance Education Enrollment Unduplicated Headcount, Fall 2001 – Fall 2006 back 4,602

30. 30 Emerging Issues & Trends Enrollment in Graduate Programs Lags Behind Peers Percent of Higher Education Enrollment in Graduate Programs back Unduplicated Headcount at Public & Private Institutions, Fall 2006 source: NCES, IPEDS Fall Enrollment Survey

31. 31 Emerging Issues & Trends R&D Expenditures are Below the Regional Average Research & Development Expenditures FY 2005 Regional Comparisons Source: National Science Foundation ($ in millions) back

32. 32 Emerging Issues & Trends Research & Development is Growing back Source: National Science Foundation MUS Research & Development Expenditures FY 1998 - FY 2005 Actual, FY 2010 Projected ($ in millions)

33. 33 Emerging Issues & Trends Equipment and Technology in High Demand Fields $4 million appropriated to the MUS by the 2007 Legislature, over $5 million matched with non-state sources Distribution of Funds by Industry/Field of Study back

34. 34 Emerging Issues & Trends Workforce Training in High Demand Fields $1.5 million appropriated to the MUS by the 2007 Legislature, $1.4 million matched with non-state sources Distribution of Funds by Industry/Field of Study back

35. 35 Emerging Issues & Trends Most Existing Jobs Dont Require a Higher Education Source: Research & Analysis Bureau, MT Department of Labor & Industry back

36. 36 Emerging Issues & Trends Need for Better Data Connecting Graduates to Workforce source: US Census Bureau 2000, American Community Survey 2005 back

37. 37 Emerging Issues & Trends Data Connection -- MUS & MT Dept. of Labor MUS Healthcare Graduate Employment by County 2003 & 2004 MUS Healthcare Graduates Employed in 2005 back

38. 38 Emerging Issues & Trends Students Often Move Between Institutions in the MUS New Transfer Student Enrollment Fall 2001 thru Fall 2006 Between 7% to 8% of the students enrolled in the MUS each fall semester are recent transfer students. back source: MUS Data Warehouse (does not include comm. colleges)

39. 39 Emerging Issues & Trends Continuing to Improve Transferability is a Priority Total Credits Earned by Transfer vs. Non-Transfer Students Bachelor's Degree Recipients, 2002-03 thru 2005-06 source: MUS Data Warehouse (does not include comm. colleges) back Transfer students must earn between 8 to 10 credits more in order to complete a bachelors degree in the MUS.

40. 40 Emerging Issues & Trends A 2-year Education Can Lead to a 4-year Degree 2-year Transition and Graduation MUS bachelor's degree recipients that had once enrolled at a MUS "stand alone" 2-year Institution source: MUS Data Warehouse; includes community colleges back In 2005-06, less than 5% of MUS baccalaureate degree recipients had once enrolled at 2-year stand alone institution.

41. 41 Emerging Issues & Trends Funding Levels Vary by Type of Institution back Total Revenue per FTE by Institution Type FY05, Public Institutions source: NCES IPEDS Note: total Revenue = tuition & fees, state appropriations, and local appropriations; 2-year includes MT community colleges Updated data coming soon

42. 42 2011 Budget Planning Base Funding Present Law (85%/15%) Pay Plan (85%/15%) Affordability State Share Tuition Management Need-based Aid back

43. 43 2011 Budget Planning (cont.) MUS Initiatives Campus Focused –Funding Target = approximately $15 million total (primarily campus-based) including the community colleges –Quality over Quantity Tentative Timeline –December 3, 2007 – first draft submissions to OCHE –January 2008 – initial discussion and presentation to Board of Regents –March 2008 – Board review and revisions –May 2008 – Approval of Initiatives Criteria –Reinforce Strategic Directions –Support Collaboration –Leverage Non-state Funds back

44. Investing in Montanas Competitive Future www.mus.edu Strategic Directions Office of the Commissioner of Higher Education