Learning with PurposeLearning with Purpose

Entrepreneurial Stewardship UMASS Lowell 2020

Strategic Plan & Report Card

EACUBO Annual MeetingOctober 15, 2012

Steve O’Riordan

Learning with Purpose

U.S. News & World Report • Top tier overall• Among top 100 public Universities in nation

Physics ranking

President Obama’s Honor Rollfor Community Service

Payscale.com

U.S. News & World Report for 2013

Learning with Purpose

Dynamic Enrollment Growth

0

5,000

10,000

15,000

20,000

2007 2008 2009 2010 2011 2012 2015 Goal

6,659 7,316 8,031 8,691 9,026 9,406 10,0002,756 2,765 3,054 3,426 3,702 4,004 5,0002,220 2,390 2,517 2,585 2,711 2,905

3,000

Undergraduates Graduates Continuing Ed

11,208 11,635 13,602 14,702 15,43916,315 18,000

Learning with Purpose

Fiscal Year

0

10

20

30

40

50

60

70

36.1

60.0

Research Expenditures in Millions

FY07 FY11

Up 66%

Solutions to Real World Challenges

Innovative Research

Learning with Purpose

New Facilities New Challenges

FY2007 FY2008 FY2009 FY2010 FY2011 FY2012 FY2013 FY2014 FY2015 FY2016 FY2017 1,000,000

1,500,000

2,000,000

2,500,000

3,000,000

3,500,000

4,000,000

4,500,000

5,000,000

2,700,000

4,100,000

Projected Growth in Total Gross Square Footage

Learning with Purpose

UMASS LOWELL 2020A STRATEGIC PLAN FOR THENEXT DECADE http://www.uml.edu/2020/documents.aspx

Learning with Purpose

UMASS LOWELL 2020REPORT CARD for 2012

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

Learning with Purpose 9

Learning with Purpose 10

Learning with Purpose 11

Learning with Purpose 12

Learning with Purpose 13

Learning with Purpose 14

Learning with Purpose

Learning with Purpose

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 ForcesStrategic Plan BenchmarksUS News & World ReportThe Financially Sustainable UniversityNational Survey of Student Engagement (NSSE)NEASC Self-Study in 2013Multi-Year Financial Plan – Annual Budget Review

Learning with Purpose

Arizona State University*Georgia State UniversityPace UniversitySan Diego State UniversitySUNY Stony Brook*University of Illinois Chicago*University of Maine (Orono)University of Maryland Baltimore County

Peer Institutions for UMass Lowell

*Aspirant peer

Learning with Purpose

Operating Margin

FY2007FY2008

FY2009FY2010

FY2011FY2012

FY2013FY2014

FY2015FY2016

FY2017

-4.0%

-2.0%

0.0%

2.0%

4.0%

6.0%

8.0%

10.0%

-2.2%

3.2% 2.9%

9.5%

5.8%

0.1%

-1.6%-1.0% -1.0%

-0.3%

1.1%

Benchmark = 2% or greater

Peer Average = 3.4%

Learning with Purpose

FY2007FY2008

FY2009FY2010

FY2011FY2012

FY2013FY2014

FY2015FY2016

FY20170.0%

1.0%

2.0%

3.0%

4.0%

5.0%

6.0%

7.0%

8.0%

4.2%3.9% 4.1% 4.0% 4.2%

5.0%5.6% 5.6%

6.2% 6.1%5.8%

Debt Ratio

8% Threshold

Peer Average = 3.4%

Learning with Purpose

Financial Cushion

FY2007FY2008

FY2009FY2010

FY2011FY2012

FY2013FY2014

FY2015FY2016

FY20170.0%

5.0%

10.0%

15.0%

20.0%

25.0%

30.0%

35.0%

40.0%

45.0%

50.0%

5.0%8.3%

11.6%

22.7%

27.4% 25.9% 24.5%22.7% 23.4% 24.1%

26.4%

Benchmark = 25%

Peer Average = 20%

Learning with Purpose

Endowment per StudentBenchmark = Growth

FY2007FY2008

FY2009FY2010

FY2011FY2012

FY2013FY2014

FY2015FY2016

FY2017$0

$2,000

$4,000

$6,000

$8,000

$3,726 $3,915

$3,085

$3,711$4,185 $4,387 $4,372 $4,530 $4,723 $4,923 $5,137

Learning with Purpose

Thank YouQuestions?