SEM Planning Model

What is Strategic Enrolment Management (SEM)? Strategic enrolment management is a concept and process that enables the fulfillment of institutional mission and students’ educational goals.

The Purposes of SEM are Achieved by… Establishing clear goals for the number and types of students needed to fulfill the institutional mission Promoting students’ academic success by improving access, transition, persistence, and graduation Promoting institutional success by enabling effective strategic and financial planning Creating a data-rich environment to inform decisions and evaluate strategies

The Purposes of SEM are Achieved by… Improving process, organizational and financial efficiency and outcomes Strengthening communications and marketing with internal and external stakeholders Increasing collaboration among departments across the campus to support the enrolment program

Additional requests, clarifying questions SEM Process Framework New or revised goals Data and information gathering and assessment: Internal culture/ environment, student enrollment behaviors and scan of external environment Process steps Performed by Smaller group of staff and faculty adept at economics and data use Use data and information results to establish focused goals each for recruitment, retention, service, etc., and enrollment projection models Goals recommended by SEM Recruitment and Retention Councils; models developed by Data Team Approve strategic goals and enrollment projection models Executive leadership, SEM Steering Committee Develop action steps, accountability, and metrics SEM councils and sub-committees Implement action steps Appropriate staff and faculty departments Monitor progress, Report results to campus and executive leadership SEM Steering Committee, Chief Enrollment Officer Additional requests, clarifying questions to goals Changes Mid-course adjustments Align institutional strategic plan with broad enrollment targets and desired mix of students

SEM Organizational Framework SEM Steering Committee Long-term enrollment goals, securing the approval of strategies through appropriate institutional channels, communication with Executive Cabinet Recruitment Council Develop 3-4 strategic goals for new student recruitment; review and approve sub-committee action plans; recommend to SEM Steering Committee Retention Council Develop 3-4 strategic goals for retention and graduation; review and approve sub-committee action plans; recommend to SEM Steering Committee 3-4 Sub-Committees Action plans, time lines and metrics for each strategic goal 3-4 Sub-Committees Action plans, time lines and metrics for each strategic goal Data Team Environment scanning, student enrollment behavior research, enrollment models, provide data to councils as needed

SEM Planning Framework Tactics Strategies Campus Infrastructure Strategic Enrollment Goals Data Collection and Analysis Key Enrollment Indicators Institutional Strategic Plan Sustainable Enrollment Outcomes

SEM Planning Framework Sustainable Enrollment Outcomes Tactics Strategies Enrollment Infrastructure Strategic Enrollment Goals Data Collection and Analysis Key Enrollment Indicators Institutional Strategic Plan Clarity of institutional mission, vision, goals Core competencies Strategic direction Aggregate enrollment goals

SEM Planning Framework Student categories: first year, transfer, graduate, certificate, continuing ed, face-to-face/online, etc. Desired student groups: racial/ethnic diversity, academic ability, special skills, family income Geographic origin: local, regional, national, international Recruitment, retention, completion Institutional capacity Sustainable Enrollment Outcomes Tactics Strategies Enrollment Infrastructure Strategic Enrollment Goals Data Collection and Analysis Key Enrollment Indicators Institutional Strategic Plan This is the start of a definition of the enrollment mix and more informed by mission and overall plan and yet to be sharpened by data and scanning

SEM Planning Framework Sustainable Enrollment Outcomes Internal benchmarks: KEI numbers over the past 3-5 years Environmental scan Demographics Economics Market opportunities Competition Institutional research plan: designated reports and production schedule Tactics Strategies Enrollment Infrastructure Strategic Enrollment Goals Data Collection and Analysis Key Enrollment Indicators Institutional Strategic Plan

SEM Planning Framework Sustainable Enrollment Outcomes Tactics Strategies Enrollment Infrastructure Strategic Enrollment Goals Data Collection and Analysis Key Enrollment Indicators Institutional Strategic Plan 5-10 year SEI targets Focus: the institution’s desired future Based on: mission, data, and environmental scanning This is a sharper definition of the KEI’s in the earlier slide, informed and shaped by data

SEM Planning Framework Sustainable Enrollment Outcomes Staffing: skill sets, strategic deployment Systems: policies, procedures, technology Capacity for making effective enrollment decisions : positions, reporting lines, committees Tactics Strategies Enrollment Infrastructure Strategic Enrollment Goals Data Collection and Analysis Key Enrollment Indicators Institutional Strategic Plan

SEM Planning Framework Increase new students of specified types Increase retention rates, specifically by student types Expand into new markets Utilize emerging technologies Financial aid/scholarships Academic programs: mix and delivery systems Sustainable Enrollment Outcomes Tactics Strategies Enrollment Infrastructure Strategic Enrollment Goals Data Collection and Analysis Key Enrollment Indicators Institutional Strategic Plan

SEM Planning Framework Marketing/branding initiatives Academic program review Multilingual recruitment materials Targeted interventions for students in high risk courses Enhanced academic advising Streamlined admission procedures Purchase a new CRM system Sustainable Enrollment Outcomes Tactics Strategies Enrollment Infrastructure Strategic Enrollment Goals Data Collection and Analysis Key Enrollment Indicators Institutional Strategic Plan

SEM Planning Framework Consistently meeting goals over the long term Enabling more effective campus-wide planning Revisions to the institutional strategic plan Academic planning: curriculum, faculty needs Facility planning Financial planning Achieving the institution’s desired future Sustainable Enrollment Outcomes Tactics Strategies Enrollment Infrastructure Strategic Enrollment Goals Data Collection and Analysis Key Enrollment Indicators Institutional Strategic Plan