Investing in Montanas Competitive Futurewww.mus.eduFall 2007

Strategic DirectionsSupplement to the 2006-2010 Board of Regents Strategic Plan

BACKGROUND: Enrollment DistributionStudent FTE Distribution by Institution Type Annual Average FTE 2006-07 7,543 FTEIncludes community colleges

BACKGROUND: Enrollment GrowthStudent FTE by Institution Type Cumulative Percent Change, 1997 - 2007

Board of Regents Strategic GoalsAccess & AffordabilityEconomic DevelopmentEfficiency & Effectiveness

Board of Regents Strategic GoalsAccess & AffordabilityCAP College Affordability Plan (tuition policy)Implement CAP for 2007-08 & 2008-09Continue promoting affordable education in MontanaData Points: tuition comparison (12), tuition history (13), funding history (14)

Distance Education enhance and coordinate distance education System-wide portal for distance learning courses and degree programs - www.mus.edu/on-lineOn-line student services and advisingExpand offerings in high demand fieldsData Points: MUS on-line (28), DE enrollment (29)Board of Regents Strategic GoalsAccess & Affordability (cont.)K-12 Collaboration work to establish/implement Kindergarten to College prioritiesLink data system with K-12Dual creditAcademic preparationData Points: HS grads (24), college cont rate (25), rate increases (26), MT participation rate (27)

Workforce and Research Initiatives expand efforts to connect education with workforce and economic developmentIncrease workforce training in healthcare and construction, as well as other high demand fields Invest in equipment and technologyGrow research endeavors to fuel the economy Develop better data connecting education to economic developmentData Points: research expenditures (32), funding1 (33), funding2 (34), workforce (35), migration (36), data connection (37)Board of Regents Strategic GoalsEconomic DevelopmentGraduate Program Enhancement invest in graduate programs to increase research and spur economic development:Increase enrollment and completionPromote connection between research and economic developmentData Points: % grad enrollment (30), R&D Peer Comparison (31)

Funding Methods explore alternative methods of funding the university system and allocating dollars throughout the systemStudy alternatives to MUS funding formula (PEPB)Possible revisions to allocation methodology strategic directionsData Points: funding per fte (41)Board of Regents Strategic GoalsEfficiency & EffectivenessTransferability & Student Data improve transferability and invest in the development of a system-wide student data systemImprove transferability of credits between MUS institutionsIncrease access to transfer and student-related informationEnhance accountability and data systemData Points: transfers (38), total credits (39), 2-year Transfers (40)

Emerging Issues & TrendsBudget Slides

Emerging Issues & TrendsRetention 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 IPEDSback

Emerging Issues & TrendsGraduation 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 Yearssource: NCES IPEDSback

Emerging Issues & TrendsTuition 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

Emerging Issues & TrendsTuition in Montana has Grown Faster than the Regional Avg 199119992006source: 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

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

Emerging Issues & TrendsLow Percentage of Students Enrolled in Two-year Collegessource: IPEDSsource: IPEDS, Fall 2006 estimates, includes Tribal CollegesIncludes Tribal Collegesback

Emerging Issues & TrendsLow Percentage of Adults Enrolled in Higher EducationPart-time Undergraduate Enrollment as a Percent of Pop. Ages 25 to 44 2004-05source: NCES, IPEDS Fall Enrollment Survey; U.S. Census Bureauback

Emerging Issues & TrendsTuition at 2-year Institutions is Higher than Regional Avg.source: NCES, IPEDS Peer Analysis Systemback

Emerging Issues & Trends2-year Tuition is High Relative to 4-year Tuition in MTsource: NCES, IPEDS Peer Analysis Systemback2-year Tuition & Fees as a Percent of 4-year Tuition & Fees Average Annual Resident Undergraduate Tuition & Fees, 2005-06

Emerging Issues & TrendsFinancial Aid for Low Income Students is LimitedEven with recent increases to financial aid programs, Montana still lags behind the regional average.Source: NASSGAP Survey, IPEDSback

Emerging Issues & TrendsOver 1/3 of Recent MT Graduates Require RemediationRemediation 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

Emerging Issues & TrendsMore than 1,400 2-year Degrees are Awarded Annuallysource: NCES, IPEDS Peer Analysis SystembackAssociate Degrees Conferred Associate of Arts, Associate of Science, & Associate of Applied Science, 1999-00 to 2005-06

Emerging Issues & TrendsOver 2/3 of 2-year Degrees Awarded are Occupational/Techsource: MUS Data Warehouse (does not include comm. colleges)backMUS 2-year Degrees & Certificates Awarded, 2005-06 does not include community colleges

Emerging Issues & TrendsNursing Degrees & Certificates are at the Top of the Listsource: MUS Data Warehouse (does not include comm. colleges)backTop Ten MUS 2-year Degrees & Certificates Awarded, 2005-06

Emerging Issues & TrendsDeclining Number of High School Graduates200320102016+10%-20%In the past 10 years, K-12 enrollment has declined by 12% in MT2,000 fewer students are projected to graduate in MT by 2016source: NCESProjections of Public High School Graduates 2003 2016+65%back

Emerging Issues & TrendsCollege Continuation Rates are Above Regional Averagesource: NCES, IPEDS Fall Enrollment SurveyOn 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

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

Emerging Issues & TrendsOverall, College Participation Rates in Montana are Lowsource: NCES IPEDS, US Census Bureauback

Emerging Issues & TrendsEnhancing & Coordinating Distance Learningback www.mus.edu/on-line

Emerging Issues & TrendsEnrollment in Distance Education is Increasing source: MUS Data Warehouse (does not include comm. colleges)MUS Distance Education Enrollment Unduplicated Headcount, Fall 2001 Fall 2006back4,602

Emerging Issues & TrendsEnrollment in Graduate Programs Lags Behind PeersPercent of Higher Education Enrollment in Graduate ProgramsbackUnduplicated Headcount at Public & Private Institutions, Fall 2006source: NCES, IPEDS Fall Enrollment Survey

Emerging Issues & Trends R&D Expenditures are Below the Regional AverageResearch & Development Expenditures FY 2005 Regional ComparisonsSource: National Science Foundation($ in millions)back

Emerging Issues & Trends Research & Development is GrowingbackSource: National Science FoundationMUS Research & Development Expenditures FY 1998 - FY 2005 Actual, FY 2010 Projected($ in millions)

Emerging Issues & TrendsEquipment and Technology in High Demand Fields$4 million appropriated to the MUS by the 2007 Legislature, over $5 million matched with non-state sourcesDistribution of Funds by Industry/Field of Studyback

Emerging Issues & TrendsWorkforce Training in High Demand Fields$1.5 million appropriated to the MUS by the 2007 Legislature, $1.4 million matched with non-state sourcesDistribution of Funds by Industry/Field of Studyback

Emerging Issues & TrendsMost Existing Jobs Dont Require a Higher Education Source: Research & Analysis Bureau, MT Department of Labor & Industryback

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

Emerging Issues & TrendsData Connection -- MUS & MT Dept. of LaborMUS Healthcare Graduate Employment by County2003 & 2004 MUS Healthcare Graduates Employed in 2005back

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

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

Emerging Issues & TrendsA 2-year Education Can Lead to a 4-year Degree2-year Transition and Graduation MUS bachelor's degree recipients that had once enrolled at a MUS "stand alone" 2-year Institutionsource: MUS Data Warehouse; includes community collegesbackIn 2005-06, less than 5% of MUS baccalaureate degree recipients had once enrolled at 2-year stand alone institution.

Emerging Issues & Trends Funding Levels Vary by Type of InstitutionbackTotal Revenue per FTE by Institution Type FY05, Public Institutionssource: NCES IPEDSNote: total Revenue = tuition & fees, state appropriations, and local appropriations; 2-year includes MT community collegesUpdated data coming soon

2011 Budget PlanningBase FundingPresent Law (85%/15%)Pay Plan (85%/15%)AffordabilityState ShareTuition ManagementNeed-based Aid

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2011 Budget Planning (cont.)MUS InitiativesCampus Focused Funding Target = approximately $15 million total (primarily campus-based) including the community collegesQuality over QuantityTentative TimelineDecember 3, 2007 first draft submissions to OCHEJanuary 2008 initial discussion and presentation to Board of RegentsMarch 2008 Board review and revisionsMay 2008 Approval of InitiativesCriteriaReinforce Strategic Directions Support CollaborationLeverage Non-state Fundsback

Investing in Montanas Competitive Futurewww.mus.eduStrategic DirectionsOffice of the Commissioner of Higher Education