1. Learning with Purpose Entrepreneurial Stewardship Entrepreneurial Stewardship UMASS Lowell 2020 Strategic Plan & Report Card EACUBO Annual Meeting October 15, 2012 Steve O’Riordan

2. Learning with Purpose U.S. News & World Report Top tier overall Among top 100 public Universities in nation Physics ranking President Obama’s Honor Roll for Community Service Payscale.com U.S. News & World Report for 2013

3. Learning with Purpose Dynamic Enrollment Growth 18,000

4. Learning with Purpose Fiscal Year Up 66% Solutions to Real World Challenges Innovative Research

5. Learning with Purpose New Facilities New Challenges

6. Learning with Purpose UMASS LOWELL 2020 A STRATEGIC PLAN FOR THE NEXT DECADE http://www.uml.edu/2020/documents.aspx

7. Learning with Purpose UMASS LOWELL 2020 REPORT CARD for 2012

8. Learning with Purpose Transformational Education Global Engagement & Inclusive Culture Innovative Research & Entrepreneurship Leverage Our Legacy and Our Place Entrepreneurial Stewardship in Higher Education UMass Lowell 2020 Pillars of Excellence

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16. Other Measures Chancellor ‘s Annual Goals Operating Results Target Deferred Maintenance Spending Target Fundraising Target University Performance Measurement System Annual Indicator Report to Trustees 5 Financial Indicators 30+ Academic Quality, Research, Student Success Measures Peer Comparisons Trustee Efficiency & Effectiveness Task Forces Strategic Plan Benchmarks US News & World Report The Financially Sustainable University National Survey of Student Engagement (NSSE) NEASC Self-Study in 2013 Multi-Year Financial Plan – Annual Budget Review

17. Learning with Purpose Arizona State University* Georgia State University Pace University San Diego State University SUNY Stony Brook* University of Illinois Chicago* University of Maine (Orono) University of Maryland Baltimore County Peer Institutions for UMass Lowell *Aspirant peer

18. Learning with Purpose Operating Margin Benchmark = 2% or greater Peer Average = 3.4%

19. Learning with Purpose Debt Ratio 8% Threshold Peer Average = 3.4%

20. Learning with Purpose Financial Cushion Benchmark = 25% Peer Average = 20%

21. Learning with Purpose Endowment per Student Benchmark = Growth

22. Learning with Purpose Thank You Questions?