Tulane University
Long-Term
Strategic Plan Update
Board of Tulane
September 30, 2004
Long Term Strategic Plan
Agenda
 Overview of strategic initiatives with
focus on objectives for FY 2005-2008
 Update on University Scorecard
9/30/04
2
Tulane Today
 On the cusp of transforming into a
truly distinctive, preeminent research
university characterized by:
 Outstanding quality of student body
 Unique collegiate experience
 Significance and impact of research in
selected areas
 Commitment to economic development
and community engagement
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Mission Statement
Tulane’s purpose is to create,
communicate, and conserve knowledge
in order to enrich the capacity of
individuals, organizations, and
communities to think, to learn, and to act
and lead with integrity and wisdom.
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Overview of Strategic Plan
Primary Goals
 Significantly enhance academic
position, reputation, and visibility
among major research universities
 Broaden and deepen community
engagement in areas that significantly
strengthen the University as well as
the community
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Overview of Strategic Plan
Primary Goals
(cont’d.):
 Strengthen financial position relative
to peer and aspirant universities
 Firmly position Tulane as a preeminent
21st-century research university
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Strategic Priorities
Priority 1 - People
Goals:
 Improve compensation and benefit
packages
 Increase diversity of faculty, staff, and
students
 Identify non-salary incentives and
rewards
 Implement professional development
opportunities
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Strategic Priorities
Priority 1 - People
Objectives FY 2005-2008:
 Selectively increase size of faculty
 Sustain competitive compensation
levels
 Re-engineer health insurance program
 Increase number of minority graduate
and professional students
 Increase diversity of faculty and staff
at particular ranks
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Strategic Priorities
Priority 2 – Education/Research
Goals:
 Create exemplary undergraduate
experience
 Increase research activity and funding
 Further develop major focus areas
 Selectively strengthen graduate and
professional programs
 Facilitate greater interaction across
schools and colleges
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Strategic Priorities
Priority 2 – Education/Research
Objectives FY 2005-2008:
 Selectively build graduate programs with
greatest potential for distinction
 Continue to develop research
administration, infrastructure, and
advancement functions
 Develop new strategies to further
enhance major focus areas to increase
funding and program areas
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Strategic Priorities
Priority 2 – Education/Research
Objectives FY 2005-2008 (cont’d.):
 Improve quality of student services and
facilities
 Develop criteria/process for review of
organized research centers
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Strategic Priorities
Priority 3 – Community Engagement
Goals:
 Enhance quality and functionality of
university facilities
 Form partnerships to advance goals
and strategies
 Increase community involvement in
New Orleans and Louisiana
 Continue to build a strong university
community
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Strategic Priorities
Priority 3 – Community Engagement
Objectives FY 2005-2008:
 Continue to improve condition and
productivity of all facilities
 Strengthen connections in selective
international markets
 Escalate technology transfer activities
and initiate business development
strategies
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Strategic Priorities
Priority 3 – Community Engagement
Objectives FY 2005-2008 (cont’d.):
 Build identity that aligns students,
faculty, staff, alumni, and friends with
the university for life
 Strengthen alumni participation and
involvement
 Maintain an intercollegiate athletics
program that is mission consistent and
financially viable
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Strategic Priorities
Priority 4 – Resources/Leadership
Goals:
 Enhance quality and functionality of
libraries and information technology
 Successfully complete comprehensive
campaign of at least $650 million
 Maintain a strong financial position
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Strategic Priorities
Priority 4 – Resources/Leadership
Objectives FY 2005-2008:
 Continue to strengthen library
collections and resources
 Revise information technology strategic
plan, with plans to increase number of
technology-based classrooms
 Focus fund-raising on priorities of
strategic plans and endowment support
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Strategic Priorities
Priority 4 – Resources/Leadership
Objectives FY 2005-2008 (cont’d.):
 Position development program to
ensure sustainable giving levels after
comprehensive campaign is completed
 Strengthen, as needed, the advisory
boards of the schools and colleges
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Strategic Priorities
Priority 4 – Resources/Leadership
Objectives FY 2005-2008 (cont’d.):
 Continue to enhance financial position
through improvements in DMC model,
operations efficiency, endowment
performance, and increased alumni
annual giving levels
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Why a Scorecard?
 A set of metrics to measure progress
 Summarizes accomplishments, outlines
goals
 Indicators:







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Research Funding
Undergraduate Student Quality
Graduate School Measures
Faculty Compensation
Endowment and Other Financial Resources
Gifts
Other Key Measures
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Goals: Research Funding
 Build a science and engineering
research base that ranks in quality
among the top comprehensive private
research universities in the nation
 Achieve top 50 status among
universities in terms of per capita R&D
expenditures
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Research Funding
Research Funding
(in thousands)
FY 1998
FY 2003
Total Research &
Development Awards1
$ 71,365 $ 118,074
Total Federal Expenditures2
$ 69,900 $
NSF Awards3
$
NIH Awards3
$ 29,345 $
3,090 $
FY 20044
FY 2008
Goal
$ 131,000 $ 200,000
92,300 $ 105,600 $ 150,000
5,586 $
5,567 $ 10,000
71,132 $ 75,304 $ 100,000
NIH Ranking Among All
Institutions3
96
78
70
NIH Ranking Among
Domestic Institutions of
Higher Education3
77
66
50
1
2
As of Tulane Fiscal Years ending 6/30/98, 6/30/03, and 6/30/04. From the Schedule of Expenditures
of Federal Awards for the Years ended June 30, 1998 and June 30, 2003, and Independent Auditor's
3
Report, (Deloitte & Touche); 2004 data estimated, to be finalized October 2004. As of Federal Fiscal
4
Years
9/30/04 ending 9/30/98 and 9/30/03. As of 9/13/04. Sources: Research Administration, Controller
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Goals: Undergraduate
Student Quality
 Increase the quality of the student body,
particularly the undergraduate student
body, based on appropriate input and
output measures
 Achieve top 25 status among all
research universities in quality of
undergraduate student body
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Undergraduate Student Quality
Undergraduate Student Quality1
1998
2004*
FY 2008
Goal
SAT Average Score
1278
1344
1350
Rank in top 10% of high school
class
52%
63%
70%
Acceptance Rates
78%
44%
35%
Yield Rate
22%
21%
25%
Undergraduate Retention Rate2
85%
87.7%
90%
72.2%
73%
80%
Graduation Rate3
*
As of 9/13/04
Statistics exclusive of University College
2
Freshman to Sophomore retention
3
6-year graduation rates for the cohorts of 1992 and 1998
Sources: Offices of Admission, Registrar
1
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Goals: Graduate School
 Increase the quality of graduate
programs and the student body, based
on appropriate input and output
measures
 Increase percentage of minority
graduate students
 Increase the number of graduate
students participating in funded
research
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Graduate School
(under review)
Preliminary
Graduate School* Measures
Avg. GRE Score, Enrolled Domestic
Students
1998
20041
Preliminary
FY 2008
Goal
1204
1200
1250
877
847
900
PhD Acceptance Rates
24%
28%
25%
PhD Yield Rates
46%
53%
55%
101
285
300
Number of Enrolled PhD Students
Number of Enrolled Master's
Students
*The Graduate School offers graduate programs in Engineering, the Sciences (including programs at the
Health Sciences Center), Social Sciences, and the Humanities and Fine Arts.
1
As of September 1; official headcount finalized October 1
Source: Graduate School Admissions
9/30/04
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Graduate School
(under review, cont’d.)
Preliminary
Graduate School Measures
Percentage of All Enrolled Students
who are Underrepresented1
Domestic Minorities2
20041
1998
Preliminary
FY 2008
Goal
2%
3%
6%
Percentage of All Enrolled S&E
Graduate Students Supported on
Grants2
17%
18%
25%
Average Time to Degree for PhDs
Awarded
6.3 yrs.
6.6 yrs.
6.3 yrs.
National Research Council
Rankings3
1
2
Includes African-Americans, Hispanics, and Native Americans. 2003 data; 2004 count not available
3
until October 1. Data collection for the National Research Council’s next study of the quality of research
doctoral education at academic institutions in the United States has been postponed until 2007 while the
survey and data collection methods are revised.
Source:
Graduate School Admissions
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Goals: Faculty Compensation
Lose no faculty (or staff) to other
institutions because of non-competitive
compensation and benefits
Have faculty (and staff) compensation
packages that are in the 25th percentile
of appropriate benchmark groups
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Faculty Compensation
Faculty Compensation
Faculty Compensation (and
Percentile Rankings)1
Professor
Associate Professor
Assistant Professor
FY 1998
FY 2004
$83,500 (2) $100,200 (2)
$55,400 (4) $ 69,700 (3)
$52,700 (1) $ 61,100 (2)
FY 2008
Goal
(1)
(1)
(1)
1
American Association of University Professors Faculty Salary Survey data. Percentile rankings are as
follows: 1+ = 95th percentile; 1 = 80th percentile; 2 = 60th percentile; 3 = 40th percentile; 4 = 20th
percentile. The figures cover full-time members of the instructional staff excluding those in medical
schools.
Sources: Human Resources, Technology Infrastructure Services, Tulane Cyborg database; data
compiled for the annual Association of American University Professors (AAUP) Salary Survey;
Chronicle of Higher Education
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Goals: Endowment and
Other Financial Resources
 Attain overall financial position that is
among the strongest of private
research universities
 Maintain or improve current bond
rating
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Endowment
Endowment*
(in thousands)
Market Value1
Payout Rate2
Rank By Size Among All
Universities3
FY 1998
$
539,366
FY 2004
FY 2008
Goal
$ 722,185
$ 1,000,000
5.4%
6%
5%
76
72
60
*As of 6/30/98 and 6/30/04
1
Totals includes gift annuities
2
Payout rate is pooled endowment rate
3
1998 ranking includes 506 public and private institutions participating in the comparative-performance
study by the National Association of College and University Business Officers; 2003 ranking includes
717 such institutions; 2004 ranking data not available.
Sources: Treasurer; Cambridge Associates; Chronicle of Higher Education
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Other Financial Resources
Other Financial Resources
(in thousands)
Licensing Income
Number of Invention Disclosures
Received
Number of U.S. Patents Issued
Rank Among All Universities1
Bond Ratings2
FY 1998
$
FY 2008
Goal
FY 2004
6,633
$
6,070
$
10,000
21
49
75
7
10
20
17
19
15
A1, A+
A1, A+
A1, A+
1
Ranking data for 2002 based on responses of the 156 colleges and universities, including 94 of the
100 institutions that spend the most on research, that responded to the AUTM annual survey in 2003;
2
2004 ranking data not available. Moody's, Standard & Poor's
Sources: Technology Transfer and Business Development, Treasurer; Chronicle of Higher Education;
Association of University Technology Managers (AUTM)
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Goals: Giving to Tulane
 Complete a comprehensive campaign
of at least $650 million
 Increase the size of the endowment,
total giving, and alumni participation
levels
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Giving to Tulane
Gifts
(in thousands)
FY 1998
FY 2008
Goal
FY 2004
Gifts & Pledges1
$
33,610
$
72,949
$
100,000
Total Gifts (Cash) to Annual
Fund2
$
4,260
$
6,626
$
10,000
Alumni Participation Rates3
17%
26%
30%
Alumni Giving Rank Among
National Universities4
86
45
35
1
Received from Alumni, Parents, Friends, Corps. & Foundations, Organizations, Matching Gifts, and
2
3
Bequests. As of 6/30/98 and 6/30/04. Calculated through 2004 as the # of undergraduate degreed
donors divided by the # of solicitable (valid addresses) degreed alumni, as reported in US News &
4
World Report's "America's Best Colleges" annual ranking. Ranking data is for 2003; 2004 ranking
data not available. As defined by US News & World Report, National Universities are the 248
American universities (162 public and 86 private) that offer a wide range of undergraduate majors,
master's and doctoral degrees; many strongly emphasize research.
Sources: Institutional Development; US News & World Report "America's Best Colleges"
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Tulane in 2008
 Firmly perceived as a distinguished
and distinctive research university
 One of the top 20 private research
universities in the U.S. (overall quality
and reputation)
 Among the top 25 of all universities in
the U.S. (undergraduate quality)
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Tulane in 2008
(cont’d.)
 Among the top 50 in terms of per
capita research and development
expenditures, with a clear focus in five
areas related to science and
engineering
 Strongest financial position since 1834
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Tulane University
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