November 22, 2018

2019 – 2020Environmental Scan

Presented to:

The Finance Committeeof the

Board of Governors

Outline• Context Setting

• Planning Framework

• Enrolment Trending

• Infrastructure

• Aboriginal Education

• All About Student Supports

• Spotlight on International Education

• Resourcing Our Future

• Advancement and Alumni Relations

• Social Innovation in Action

• Continued Success

• Q & A2

Presentation Schedule

Senate Retreat (Preliminary) August 27

President’s Council

Leaders of BCGEU, CUPE, VIUFA and VIUSU

September 13

October 12

Planning and Priorities Committee of Senate October 15

Planning and Priorities brings comments to Senate November 1

Finance Committee of the Board of Governors November 22

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Purpose

Within the context of budgeting, the Environmental Scan:

• Informs planning and strategic decision making

• Disseminates data from central sources to budget holders and stakeholders

• Establishes community consideration of constraints and opportunities

• Highlights and reinforces alignment and support of the Academic Plan and integrated plans

• Provides opportunities for dialogue and clarification

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Creates line-of-sight for VIU employees to take actions to support student and employee success

Value-BasedLearning

We support student success, access to education, appropriate development and use of technologies, collaboration and engagement with communities, development of literacies, communication and exchange of ideas across disciplines and locations, exploration andapplication of new thought and pursuit of lifelong learning

RespectWe promote respectful engagement and support for internal and external relationships, and are committed to promoting respectful,informed discourse about reciprocity and reconciliation as identified by the Truth and Reconciliation Commission of Canada Calls to Action

Discovery We promote respectful, ethical, transformative learning and research, scholarship and creative activity by fostering open inquiry that engages learners and supports contributions to knowledge

Engagement We value respectful on-going cooperation and collaboration that builds relationships with our partners in education, with communities in our region and with colleagues throughout the world

Achievement We believe in the potential of our community of learners and are committed to promoting the excellence and success of our students, faculty, staff and alumni

Diversity We value human diversity in all its dimensions and are committed to achieving and ensuring learning and working environments that are equitable, diverse and inclusive

Celebration We recognise and actively celebrate the achievements of all our students, faculty, staff, alumni and communities we serve

Sustainability and Well-

being

We foster sustainability in our institution through progressive sustainable operational practices, promotion of environmental awareness, delivery of supporting pedagogy, and provision for wellness in our employees and students

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Planning Framework

VIU Integrated Planning informs Budget (CRP)

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Geo-specific Action Plans (renewal)

Recruitment Management Plan (MARCOMM)

Teaching, Learning and Administrative Systems Renewal – AURORA & Borealis

Campus Master Plan (Updated 2017)

5-Year Capital Plan (Annual)

Aboriginal Education Plan

VIU People Plan (underway)

Library Strategic Plan

Scholarship, Research and Creative Activity Strategy Plan

Student Affairs Strategic Framework

Faculty/Unit Plans

Consolidated Resource

Plan (CRP)2019-2020

ACADEMIC PLAN: Access to Excellence(Updated 2016)

VIU Mandate, Visionary Purpose, and Values

BU

DG

ETIN

G

The VIU Academic Plan: Access to Excellence

Student engagement, learning, and

success

Academic community

Indigenous commitment

Program quality

Community engagement

Institutional effectiveness

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Enrolment Trending

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Enrolment Trending

Enrolment – Total FTEs – Fiscal YearStudent FTEsDomestic, Industry Training Authority (ITA), and International FTEs by fiscal year

5,873 5,874 5,885 5,817 5,956

1,096 1,141 1,118 1,230 1,018

1,359 1,394 1,548 1,591 1,673

8,328 8,409 8,551 8,638 8,647

-

1,000

2,000

3,000

4,000

5,000

6,000

7,000

8,000

9,000

10,000

2013/14 2014/15 2015/16 2016/17 2017/18

Domestic ITA International 10

STUDENT RECRUITING

Targeted

Social Media geo-target

Data informed/feedback loop (transitioning to program focus)

School Finder templates

Student Ambassadors

Tours

Event Assistance

CTA call-backs

Website

CTA responses

Student Appointments

Website feedback loop

On-campus Events

Discovery Days

Grade 12 Days NEW

It’s Not Too Late NEW

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Digital Infrastructure

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Project Aurora

Board of GovernorsBoard of Governors

Project AURORA

Targeted Go-Live Dates

Earned Value Analysis (as of October 31, 2018)

Employee Recruitment January 3, 2019

Finance October 1, 2019

HR/Payroll January 1, 2020

Student Management October 1, 2020

Project Borealis

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Emerging on the Horizon…

Project BorealisAddressing the Digital Infrastructure Situation

To date:

• 75% of server infrastructure has been either remediated, or currently being remediated with expected completion by end of 2018.

• Migration off the legacy provincial learning network to the more robust and reliable BCNet.

• Library Commons computers replaced with virtual desktop infrastructure for improved service.

• Completed an AEST-funded network assessment - 3 year strategy and business case to remediate entire VIU data network.

More to do:

• 81% of VIU desktops are past vendor warranty level and industry standard replacement age.

• 80% of VIU is serviced by a past end-of-life telecom system.

• 25% of VIU server infrastructure remaining to remediate.

• Execution of the network remediation strategy including a complete network re-architecture and replacement of end-of-life hardware.

• Creation and execution of a cloud services strategy. 15

Physical Infrastructure16

Centre for Health and Science

Capital Projects – Complete Sept 2018Centre for Health and Science

• 6900m2 of new space (no lights on funding)• Expanded research labs and teaching labs for

nursing and other health programs• State of the art chemistry labs• Modern classrooms• Student commons space• Faculty office space

Capital Projects – Complete Fall 2018Automotive and Marine Trades Redevelopment (AMTR) Project

• Redevelopment of existing Automotive Facility

• Trades Discovery Centre includes space for all trades and student commons space

• New Carpentry Shop and Motorcycle and Marine Shop (no lights on funding)

• New addition on Heavy Duty for LNG/CNG vehicles and boats (no lights on funding)

Geo-Exchange District Energy System• Provides heating and cooling energy to HSC

and Shq'apthut using abandoned coal mines below the VIU campus

• Future expandability to CHS Phase 2 and B205

Parking and Transportation

• Nanaimo Campus Transportation• Final recommendations made by the VIU

Mobility Taskforce for short, medium and long term improvements

• Many short term recommendations implemented for September 2018

• New parking management infrastructure in place this summer

• Longer term plans under development based on consultations completed

Government Student Housing Action Plan • $450m loan program • 5,000 new beds• Lower cost option to free up rental space

in the community Criteria:

• Local demand• Land availability• Project readiness• Capacity to operate and fund

VIU Residences status • Unmet demand at the Nanaimo Campus

• 650 single beds plus 60 – 100 units of graduate and family housing • Business case development in progress • Solid operating model in place to support new residences

Need for VIU Student Residences

Cafeterias• Largest public space with few updates since 1978• Unable to meet food service demands with constraints on

food preparation space • Food Service sales per full time student 12% under

national average • Additional residents on campus will add demands on

already stretched operation• Estimated cost of renovations for 20/21 capital budget

ask is $3m

Starbucks • Fully operational and functioning unit• VIU operated• Revenue projections will be exceeded • Average sale 4% higher than national average

VIU Food Services

Indigenous Commitment

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Aboriginal Education

A2E now EleV

EleV is a partnership with MasterCard Foundation

Year 1 – 67 funded with 58 students completed (target for funding 66)

Programs accessed: BSc – Nursing, BA, BBA, BSW, BEd, Carpentry, RMOT, Welding and Automotive

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Indigenous CommitmentGROWTH• Aboriginal Eco-tourism and Stewardship community-based program cohorts

• BCBC Indigenous Internship Leadership Program

• New Curriculum – Leadership; Business Fundamentals

ONGOING• Centre for Pre-Confederation Treaties and Reconciliation

• Fulbright Canada Jarislowsky Visiting Research Chair in Aboriginal Studies• Dr. Virginia Drywater-Whitekiller

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Indigenous Commitment (con’t)

ONGOING (con’t)

• Aboriginal University Bridging Program (AUBP)

• Indigenous/Xwulmuxw Studies (First Nations Studies Program)

• Shq’apthut – A Gathering Place

• Elders in Residence as full faculty members

• Youth in Care (high impact) & Canada Learning Bond (high impact)

• Truth and Reconciliation Report – response in Academic Plan Update

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Institutional Culture

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VIU People Plan

Consultation TypeNumber of

Sessions # of Employee Participants

Survey Open 10 days 663 (out of 1303)

Town Halls 4 125

Focus Groups 9 75

World Café Sessions 28 181

Communication, Engagement &

Circular Planning Process

• Planned

• December 2018

Iterative Review, Plan Finalization

• On Track

• October 2018

Consultation, Engagement,

Data Collection

• Completed

• May 2018

Committee Formation, Initial

Dialogue

• Completed

• February 2018

Initial Planning, Research, Project

Definition

• Completed

• October 2017

Human Resources - Context• Executive Transitions – President, Interim Provost, new Deans, pending

senior level changes (AVPs, Directors)

• Overall succession and recruitment challenge:• Compensation for all levels of positions causing recruitment difficulties

• Forthcoming bargaining – all three collective agreements expire in 2019

• Funding constraints affect VIU’s ability to fully effect recommendations from VIU People Plan

• Implementation challenges of Excluded Compensation Plan (CoSEC); pursuing autonomy

• Increased attention on sexual misconduct, “Me Too”, Workplace Bullying and Harassment, Health and Safety reporting, Fairness and Equity

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Student-Centric28

All About Students

Registration Centre ActivityInitiatives and Collaborations• Working with provincial colleagues

including EducationPlannerBC on efforts to bring electronic transcript exchange to active production between BC post-secondary institutions and to revitalize transcript delivery from BC high school system to post-secondary:

• A leader within the project, we are now actively trading with three post-secondary partners and awaiting others to complete testing

• BC high school transcript implementation of revised methodology is imminent

• Working as a key partner in Project Aurora

• Revised business practices in an attempt to increase conversion rate of applicants to registered students, including evening telephone campaigns

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8 Convocation Ceremonies1,180 grads

participated and 5,700+ family & friends attended

12,499 Applications

for Fall 2018 & Spring 2019

8,045 Domestic & 4,454

International

3,256 Degrees,

Diplomas, Certificates

Granted

15,000+ students registered

800 in ElderCollege & 176 in Grandkids

University

5,194 Transcripts Produced

25 sent electronically

Student Affairs

Education Advising

contacts with 15,014

students*

Sept 01, 2017 – June 30, 2018: 900

patients, 2373 appointments

completed

Centre for Experiential Learning

376 students were enrolled in co-op/internship in 2017/18 –

Nearly 600 employers offered co-op/internship opportunities for VIU

students.

In 2017-18 academic year added 210 NEW co-op/internship

employers.

VIU students in co-op/internship in 16 countries past 3 years.

CEL engaged with employers in round table discussion

Sexual Conduct Education and

Response Steering

Committee (SCERSC) –

many initiatives

2028 Counselling

Appointments

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Source: 2018 Student Affairs*3,627 in-person, 3,376 phone, 8,011 email; 32% increase over previous year

Financial Aid and Awards

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$18,759,307 student loans

disbursed - 1689 students

accessed full time loans (150 part

time)

$109,203 disbursed to

61 VIU Tuition Waiver Program

students to assist with living costs

$3,419,100 funds disbursed,

4455 online applications -total of 1636

Recipients

14 President’s Continuing

Scholars (6 new, 8 continuing)

(full tuition 3rd and 4th year)

166 VIU and BC Tuition Waiver

Program students

funded to date

Financial Aid and Awards (con’t)

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$141,192 disbursed to

assist VIU youth with living costs

Aboriginal Emergency

Assistance Fund (AEAF)

disbursed $80,425.95 to 124 students

Adult Upgrading Grant (AUG) 2017/2018

disbursed $363,201 expenditures to

learners (tuition, fees, books)

• $6,000 Student Union Health and Dental Fund disbursed to 22 students

• $9,600 Student Union Grocery Cards disbursed

to 115 students • $10,000 (ministry

matching $5,000 + $5,000 VIUSU disbursed to 10 students ($500 each)

Disability Access Services (DAS)

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1,000+ Registered students with

Disability Access Services (DAS),

475 new students last year

Member of the newly formed

Universal Access Committee to

improve campus accessibility

6,500 direct contacts with the Access Team including:

1,734 accommodated exams, 1,900 face to face meetings, 1,835 e-mails, 1,031 phone calls

Successfully completed a Peer Access Coach pilot project with 4 Peer Coaches and 8 first

year students

DAS provides direct support to over 7%

of our student population

Athletics and Recreation Program

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• Mariners are the only 2 time National Champions in 2017-2018

• 2017 CCAA Men’s Soccer and 2018 CCAA Women’s Volleyball National Champions

• 19 PACWEST Academic Excellence recipients

• 33 CCAA National Scholars (up from 23 in 2017)

• 8 CCAA Academic All-Canadians (up from 5 in 2017)

• 2300 students participated in activities organized by Campus and Outdoor Recreation

• 22,328 entrance scans were recorded for use of the gym, 20% increase over last year

• November - VIU hosted the CCAA Men’s Soccer Nationals; Mariners

raised $45,000+ from over 50 community businesses/individual

sponsors

• VIU Mariners take an active role in post-secondary education sport

governance.

LibraryInitiatives and Collaborations

• Developed a transformational Strategic Plan, with five key objectives:• Welcoming & Inclusive Spaces• Supporting Student Success• Engaged Community & Informed

Practice• Evolving Resources & Collections• Decolonizing our Services (UNDRIP &

TRC recommendations)

• Received a major newspaper digitization grant

• Deepened our digitization and preservation tools and capacity

• Staff member recognized with a major award from Western Canadian peers for exemplary contributions to the profession

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Research help queries; students

and faculty: 8500+

Classes Taught:

230

Total Students Taught:5200+

Almost 6500 Photo

ID Cards Issued

8000 bookings of technology-

enabled library study spaces

500,000 visitors to the Library

2016 Annual Survey, VIU Library

1M+ uses of library

managed e-Resources

Scholarship, Research and Creative Activity

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• Secured 1 Canada Research Chair and have 2 in nomination stages

• Renewed 1 BC Regional Innovation Chair and have 1 in nomination stage

• Hosted 15 training sessions to build research capacity

• Hosted the Council for Undergraduate Research (CUR) with 50 delegates and 7 CDN institutions

• Created a set of new President Awards for Community Engagement and Provost Awards for Scholarship, Research and Creative Activitywhich recognized 19 outstanding individuals

• Created new REACH Awards (merit based) for Student Research which were awarded to 10 students

• Held VIU’s first Research Week in April and our largest CREATE Conference ever with 250 student registrants and 25 faculty presentations.

• Created a new Research Report to communicate research highlights to the public

• Created 20 short videos to mobilize knowledge.

Submitted 67 grants and contracts (59% increase) with a 55% success rate (5%) increase totaling $1,968,218 in funding to the institution.

• Launched a new “Regional Initiatives Fund” and funded 17 projects with 26 community partners resulting in $880,311 in leveraged funding for applied research in the region and engagement of 253 VIU students.

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Spotlight on International Student Education

Enrolment – International

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• From 12/13 to 17/18 International Student FTEs has increased 39% in the last 5 years

• As of early September 2018:

• September 2, 2017 headcount for International students was 1,671, and September 2018 was 1,954 (a 17% increase)

• Using International student FTE the increase is 20%

International Student Education ConsiderationsRecruitment

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Need to maintain focus on diversity in

source countries

Potential for recruitment into some limited entry programs (e.g. Fisheries, Graphic

Design)

2+2 articulation agreements with

international partners require more availability

of seats in 3rd and 4th year

Graduate programs are popular with international

students

Pathway from The High School to VIU programs

increasingly popular

International Student Education ConsiderationsStudent Support and Services

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Continuing need for intercultural

competency training across the campus, for faculty, staff and

students

International students need

more support with accessing work opportunities and career preparation;

• majority of international students are planning to work in Canada following graduation

Financial and mental health

issues are on the increase; always need to ensure

effective intervention and support services

Limited vibrant student life on

campus in summer and

weekends

Appropriate student housing

is increasing challenge

Re$ourcing Our Future

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2017-2018 All Funds/No Deficit

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$120

$125

$130

$135

$140

$145

$150

2012/13 2013/14 2014/15 2015/16 2016/17 2017/18

Mill

ion

s

2017-2018 All Funds/No Deficit

Expenses Revenue

BC Government Base Operating Grant compared to Overall Revenue Budget (Grant - 6.8% over 5 years; less than 1.4% average increase per year – CA related)

(Budget – 13% over 5 years; average 2.6% per year – new revenue related)

0 20 40 60 80 100 120 140 160

2014 - 2015

2015 - 2016

2016 - 2017

2017 - 2018

2018 - 2019

Total Budget BC Gov Base Operating Grant (millions)43

44

Advancement and Alumni Relations

University Relations

0

500,000

1,000,000

1,500,000

2,000,000

2,500,000

3,000,000

3,500,000

2013-2014 2014-2015 2015-2016 2016-2017 2017-2018

Advancement – 5-year Fundraising History

$

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Advancement - Funding Priorities

• Capital Campaign • $4.25-$6M required

• Annual Campaigns

• VIU Accelerator Project

• Annual Scholarships• $3.3M disbursed in 2017-2018 – still a significant shortfall against need

• Giving Tuesday

• VIU Endowment Fund

• Program Specific Priorities

• Significant need for equipment, capital, tools and research

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AlumniFocus

• Develop a value proposition for Alumni Engagement and build connection points with Alumni

Challenges

• Close to 50% of our alumni have had a name change since graduation

• Roughly 2/3 of alumni received their terminal degree from a different PSE

• 34% of VIU’s current student population are first generation PSE learners

Opportunities

• VIU Alumni call centre engagement

• Restructuring of support, services, and governance47

Social Innovation in ActionInfluencers and Social Impact

48

Social Innovation: Influencers & Social Impact

49

BC Collaborative for Social Infrastructure/ Innovation with 4 universities and support from the JW McConnell Family Foundation

Leading the Champions Table Indigenous Employment Initiative in partnership with BCBC, the BCAFN

Organizing and facilitating the first indigenous social innovation panel at SOCAP, the world’s largest gathering of impact investors, foundations and philanthropists

Developed comprehensive program initiative to capture VIU’s contributions to meeting the UN Sustainable Development Goals (SDG’s) – measuring our strengths

In August - delivered and hosted the Emerging Leaders Community Development Program in partnership with the Duke of Edinburgh’s Emerging Leaders Dialogue and McGill University to align with reconciliation recommendations

Social Innovation (con’t)

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Working with FOM to develop an executive education institute and build strategic partnerships with universities, Foundations and think tanks (ELD, McGill, CBI, MIT-Harvard Project, Fulbright)

Collaborating with The Harvard Project on American Indian Economic Development to establish its flagship policy research program, Honoring Nations in Canada

Deepening VIU’s engagement with strategic partners including the Fulbright Foundation, the Association of Commonwealth Universities and various levels of government

Initiating discussions to develop a Social Impact Bond

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Continued Success

Increased and New Revenue Sources

MasterCard Foundation EleV (Social Innovation)

Partial coverage of Tuition Waiver Program (Social Innovation)

VIU Initiatives Trust

International and Domestic Tuition Increases

Growth in Ancillary Sales / Income• Summer Hoteling at Residences• Food Services

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Increased and New Expenses

Lights-on Centre for Health and Science and AMTR

Wi-Fi ‘like water’

Replacement of legacy information systems and underlying infrastructure

Implementation of VIU People Plan

Scholarship, Research and Creative Activity Plan Implementation

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OpportunitiesIncrease fill-rates in classes with available seats; cost structure does not shift

Retain an even higher percentage student into years 3 & 4

Increase social innovation support from targeted funders

Engage with AEST to reform/replace block funded model; seek operating funding for graduate programs (+318 domestic FTEs)

Enhance our 3rd semester

Grow executive education programs

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Continued Success Summary

Academic Plan: Promoting and Celebrating Access to Excellence implementation

Recruitment, enrolment, and retention institutional focus – Grow Together!

Enabling student, faculty and employee success

Planning and budgeting

Resources aligned with Academic Plan and integrated plans

Diversification, innovation and extension of income streams

Research - investing in people in their respective capacities

Renewal of infrastructure

Digital - Project AURORA…Borealis

Physical – CHS and AMTR

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Questions?56