February 6, 2017President Rita Hartung Cheng
Leadership Retreat
STRATEGIC PLANNINGOffice of the Governor
Office of Strategic Planning and Budgeting
Joint Legislative Budget Committee
NAU Leadership• President• Cabinet
– Strategic Planning and Budget CouncilMaster PlanEvery 5 Years
Strategic PlanEvery 2-3 Years
Performance EvaluationEvery Year
Macro BudgetEvery Year
Task Forces
OrganizedGroups
ExternalStakeholders
FacultyStudents
Staff
Standing Committees
Strategic PrioritiesEvery Year
Arizona Board of RegentsVision 2025
Divisional PlansEvery Year
LEADERSHIP DAY 2016: LOOK BACK AT COMMENTS
2017 HIGHER EDUCATION POLICY ISSUES
1. Higher Education Funding/Resident Student State Funding Model
2. Affordability and Access
3. Economic and Workforce Development—Building a Skilled Workforce to Revitalize State Economies
4. Institutional Productivity and Student Success
5. Federal Policy Implementation
$11,331
$4,457
$11,689$11,817
$4,208
$11,386
$3,457
$12,614
$6,878
$12,089
$6,064
$12,066
$5,593
$11,260
$4,132
$12,201
$4,275 $3,452
General Fund and Net Tuition per FTEGeneral Fund per FTE
$14,000
$12,000
$10,000
$8,000
$6,000
$4,000
$2,000
FY 2008 20 0 9 2010 2011 2012 2013 2014 2015 2016 2017 Est.
$13,757
$8,333
6
NET TUITION/FEE AND STATE APPROPRIATION REVENUE
Priorities
FY18 BUDGET REQUEST
Enrollment growth support
Recruitment + retention
Faculty + staff
Maintaining viability of the Pledge Program
Infrastructure needs
Budget Request Priorities
$4.2 million Resident FTE Growth
$15.7 million 1/3 of Total Gap to Reach 50 % Resident FTE Funding Level
$19.9 million Overall Base Increase
PLUS$5.7 million One-time Capital
Infrastrcture
FY 2018 GOVERNOR’S BUDGET RECOMMENDATION
$30.3 million - State Revenue: CapitalBonding Authority
$6.5 million - Local Revenue: Operations
$36.9 million
*Allocation TBD*Logistics TBD
$3.2 million FY 2018 One-time Funding
($4 million) Remove FY 2017 One-time Funding
$1.6 million Research Infrastructure/Debt Payments
$0.8 million Net Increase
Sales Tax/TPTInfrastructure
Total Revenue: $400 million Enrollment: 21,352
Total Revenue: $552 millionEnrollment: 30,368 Total Revenue: $720 million
Enrollment: 34,909
AuxiliaryRevenue
9%Gov’t
Grants and Contracts
and Fin Aid14%
25%
Other12%
40%FY
2008
Other12%
AuxiliaryRevenue
10%
Gov’t Grants and Contracts
and Fin Aid17%42%
19%FY
2017FY
2025
43%
23%Other10%
AuxiliaryRevenue
9%
Gov’t Grants and Contracts
and Fin Aid15%
metric target
Tuition and FeesState General Fund
UNIVERSITY REVENUE SOURCES
SPENDING PER FTE BY EXPENSE CATEGORY
FY2010
FY201644%9%
10%10%
13%42%
Institutional Support $1,79313%
Institutional Support $1,91613%
Operations and Maintenance of Plant
$7916%
Operations and Maintenance of Plant
$1,0887%
Instruction $5,866
Instruction $6,188
Student Services $1,206 Student Services
$1,967
Academic Support $1,296 Academic Support
$1,480Public Service
$1,28110%
Public Service $1,029
7%
Research $1,0638
8%
Research $1,101
8%
++
+++
+
2025 PERFORMANCE METRICS
2013-14 2014-15 2015-16 2016-17 2025
Freshman Retention Rate80%
57.5%
30,312
4,597
4,500
1,810
6,930
34,909
$56,490
$35.5 million
2,500
50
Undergraduate Enrollment
Graduate Enrollment
6-year Graduation
Rate
Bachelor’s Degrees Awarded
Invention Disclosures Transacted
Public Service Activity
Degrees in High-Demand Fields
Research Activity
Graduate Degrees AwardedEducation and Related Expenses Per Degree
Total Enrollment
75.5%
51.9%
$49,898
$30.3 million
$35.2 million
3,783
3,303
1,796
27
5,119
AZ CC Transfers Awarded Bachelor’s
Degrees
$46.8 million
1,422
29,989
26,206
INITIATIVES TO DRIVE PROGRESS
Re-organization of Extended Campuses and Online Programming
Retention Plan
Recruitment Plan
Research Investments
Jacks Path and transfers
Our academic programs,
research, public service, and
creative endeavors enrich lives
and create opportunities in
Arizona and beyond. We
develop solutions to challenges
and drive innovation in a
supportive, inclusive, and
diverse environment.
Rigorous programs and
pioneering research with
substantial community impact
provide the foundation for
transformational student
opportunities that prepare
graduates to excel in creating
a sustainable future—
nationally and globally.
STRATEGIC PLANNING UPDATE
Mis
sion
VisionMission
Next Steps – Outreach
Vision
Goals for Today’s Session
Thank You