Portland, Oregon Associate Vice President for Enrollment Management LEADERSHIP PROFILE Fall 2011 WITT / KIEFFER Portland State University Associate Vice President for Enrollment Management THE OPPORTUNITY Portland State University, one of the nation’s premier urban regional public universities, seeks an experienced enrollment professional to serve as Associate Vice President for Enrollment Management. Nationally recognized as a leader in community engagement, PSU is the largest and most diverse university in Oregon with approximately 30,000 students. Located in one of the nation’s most livable cities, the university’s innovative approach to education combines academic rigor with extensive internships and projects with community partners. PSU’s Division of Enrollment Management and Student Affairs strives to achieve social justice and social diversity. We are looking for candidates who will enhance our diverse and multiculturally-competent staff. PSU’s new Associate Vice President for Enrollment Management will provide the leadership and coordination for a comprehensive enrollment management strategy that is aggressive, innovative and opportunistic and is consistent with the goals, mission and resources of the university. This newly created executive role will join a leadership team and a reconfigured division of Enrollment Management and Student Affairs that is forward thinking, highly strategic and extremely productive. Reporting to and working closely with Vice President Jacqueline Balzer, the Associate Vice President provides overall leadership for undergraduate and graduate admission to the university including international admission, domestic and international enrollment partnerships, records and registration, new student recruitment, student orientation programs, financial aid and scholarships, and enrollment management technology. A key senior administrator, PSU’s first Associate Vice President for Enrollment Management will be a proven leader with great entrepreneurial and technological skills and finesse as a manager and collaborator. Able to galvanize a university-wide enrollment effort that is, at its heart, studentcentered, the Associate Vice President joins a team that is as devoted as it is talented, and enjoys the full support of the President and other members of the university’s senior leadership team. PSU seeks candidates who are eager to join a new, inclusive, collegial and transparent senior team. The new AVPEM must understand shared governance and enjoy working collaboratively with PSU’s diverse faculty, staff and students to foster partnerships and proactively promote shared agendas. The ideal candidate will have at least five to seven years of director-level experience in higher education enrollment services administration that includes leading change in a complex and dynamic university environment, a consultative style and superior communication, as well as strategic and analytical skills. A master’s degree is required. Portland State University’s 49-acre urban campus exhibits PSU’s commitment to sustainability through green buildings and transit-oriented development, while many of its 200 bachelor’s, master’s and doctoral degree programs incorporate sustainability into the curriculum. PSU’s motto, “Let Knowledge Witt /Kieffer 2 Portland State University Associate Vice President for Enrollment Management Serve the City,” inspires the teaching and research of an accomplished faculty. Five themes guide PSU’s work: provide civic leadership through partnerships, improve student success, achieve global excellence, enhance educational opportunity, and expand resources and improve effectiveness. Information about how to nominate a candidate or to apply for this opportunity may be found later in this document in the section entitled “Procedure for Candidacy.” ENROLLMENT MANAGEMENT AT PORTLAND STATE UNIVERSITY The mission of Portland State University is to enhance the intellectual, social, cultural and economic qualities of urban life by providing access throughout the life span to a high quality liberal education for undergraduates and an appropriate array of professional and graduate programs especially relevant to metropolitan areas. The university conducts research and community service that support a high quality educational environment and reflect issues important to the region. It actively promotes the development of a network of educational institutions to serve the community. Enrollment management is among the highest priorities of Portland State University’s administration and senior leadership team. The university seeks to enroll a talented and diverse group of students who will become leaders across the country and around the world: men and women who will shape the 21st century as scholars, artists, scientists, entrepreneurs, public servants, and influential members of the professions. A Brief History Portland State has been fortunate in that it has enjoyed high demand without devoting significant attention or resources to recruiting. Its efforts at strategic outreach are fledgling. A few recent highlights: 1997: PSU Admissions and Records (ARR) initiates limited outreach to prospective students, and develops campus visit programs Witt /Kieffer 3 Portland State University Associate Vice President for Enrollment Management 1998: ARR begins targeted in-state and out-of-state college fair recruitment travel and follow-up high school visits. ARR also begins recording student contact information for follow up. 2000: Professional copywriters and design services are used to create recruitment publications. 2000 – 2003: Continued advancements in publications, visit programs, tours and outreach programs. 2003: PSU changes its freshman admission requirements from a 2.5 to 3.0 grade point average for domestic students and from 2.75 to 3.0 for international students. The university also adds a comprehensive faculty review to the conditional admissions process. 2004 to present: Investments are made in enrollment personnel and technology to enhance document imaging, processing, international recruitment, orientation, and communications. Enrollment Management Today The university’s recruitment efforts are relatively new, and its efforts related to strategic enrollment management (SEM) is even newer. It only recently instituted an enrollment deposit (2010); and this fall’s entering class is the first to enroll with financial aid used in part as a discount against net tuition revenue, a result of urging from President Wim Wiewel. It was with the arrival of President Wim Wiewel, in fact, that an increasingly strategic eye has been applied to opportunities to serve students best, and as the university has studied itself more and more to see where its greatest opportunities lie, a number of issues have come to the fore: The undergraduate students who persist at PSU to return a second year and ultimately graduate are disproportionately those who enter the university with a 3.0 or higher, either at their secondary school or – if transferring – their college of origin. Freshman retention of students entering with a 3.0 or higher is 70%, and 60% for students who enter with a grade point average that is under 3.0. PSU’s current enrollment program is both young and sparsely resourced; a number of policies and programs considered best practice have yet to be employed. There exists tremendous potential to make enormous headway in service of offering students the best possible educational experience. For the university to maximize its ability to serve its students well by graduating more of those who enter its doors, greater efforts must be made to attract and enroll more first-year and transfer students who excelled in their prior institutions (defined here as achieving a 3.0 or higher); however, these students are under-represented in PSU’s applicant pool, and also yield at a much lower rate than do other admits. To accomplish this, then, a significant and sustained strategic enrollment management effort will be required. Witt /Kieffer 4 Portland State University Associate Vice President for Enrollment Management In Spring 2011, President Wiewel determined that the time had come for the university to take the next step and reorganize to support an aggressive and opportunistic strategic enrollment management effort. As a result, the following reconfigurations have been initiated: A new position of chief institutional enrollment manager has been created. This position, which will be a senior campus leadership post with the title of Associate Vice President for Enrollment Management, will be charged with broad oversight for a student-centered and strategic enrollment effort that reinforces the university’s access mission and its mission to serve its students at the highest possible level so that they have a positive experience, continue on at the university and graduate from it. Student financial aid and scholarships have been brought together under the Director of Financial Aid, and financial aid has been moved from reporting to the Chief Financial Officer to the new Associate Vice President. Further resources have been identified to aid the new AVP in building a more optimal infrastructure for enrollment management at PSU. The university is gearing up for the quiet phase of an ambitious capital campaign in which scholarship funding will be a top priority. Enrollment Management has been moved to a new division of Enrollment Management and Student Affairs led by Vice President Jacqueline Balzer, whose leadership integrates enrollment imperatives throughout the division and who ensures the highest level of university attention and support for the enrollment management unit. The new unit of Enrollment Management will be asked to support the university by continuously building and enhancing the strongest possible enrollment future and includes: Undergraduate and graduate admission International admission Domestic and international enrollment partnerships Records and registration New student recruitment Student orientation programs Student financial aid and scholarships Enrollment management communication technology The Associate Vice President will oversee close to 90 staff overall and an operating budget of approximately $7 million. The unit oversees the distribution of over $253 million in state, federal, and institutional aid and scholarship dollars to more than 20,000 students annually. The university has also just recently completed the purchase and installation of Talisma an integrated customer relationship management (CRM) program. Please view the Appendices for Organizational Charts. Witt /Kieffer 5 Portland State University Associate Vice President for Enrollment Management OPPORTUNITIES AND EXPECTATIONS FOR LEADERSHIP The new Associate Vice President will provide the vision, leadership, direction, and coordination for the university’s first integrated, comprehensive and strategic enrollment plan that is aggressive, cutting edge and consistent with the goals, mission, and resources of Portland State. Working closely with other campus leaders and administrators, the associate vice president will lead an enrollment effort focused on all areas of student recruitment, retention, admissions, registration and financial aid that builds academic excellence while ensuring student access and promoting student success. The university’s commitment to leading globally as well as regionally offers a special opportunity to the bold and analytical enrollment leader who seeks a broad platform from which to promote PSU’s mission of excellence, access and opportunity. The university leadership seeks to be dynamic, innovative, and nimble in every phase of the enrollment process. As the new associate vice president joins the university, he or she will have the opportunity to address the following leadership challenges: Construct and implement the university’s first comprehensive strategic enrollment plan The new Associate Vice President will be expected to develop and implement the university’s first comprehensive strategic enrollment plan, focusing on recruitment and retention as a fiscal opportunity. While preliminary work on this plan is underway, it is anticipated that the new Associate Vice President will bring a level of insight and expertise that will be essential to constructing the optimal plan for the university. Once the framework for this plan is set, it will be up to the AVPEM to flesh out how enrollment can best meet the plan’s targets and objectives through both existing and new programs, building on and extending PSU’s ability to attract, enroll and graduate a strong and diverse student body. In addition, the Associate Vice President will work with resources and individuals across the university to assemble a strategic recruitment and marketing plan that incorporates both standard and innovative tools including technology, financial aid, electronic and print communications and other effective techniques for enhancing the quality and size of the applicant pool and enrolling class. Chief objectives of the plan will be to increase the portion of PSU students who are non-resident, bringing the domestic non-resident student population from roughly 13 to 20 percent of the Witt /Kieffer 6 Portland State University Associate Vice President for Enrollment Management student body, and the international student population from roughly 6.5 to 10 percent of the student body. Capitalize on this moment of tremendous institutional support for and interest in enrollment There is great interest at the university about all matters related to enrollment, now viewed as a central aspect of the university’s present and future success. More than half the budget in support of undergraduate education comes from tuition. There is great interest in matters of tuition, recruiting, makeup of the class, admissions standards, retention, graduation rates and student success. The university has set a path of “controlled strategic growth,” holding constant admissions standards – particularly relative to high school grade point averages – while growing the size of the student body by one to two percent per year. It is imperative that the new Associate Vice President build and maintain strong, collaborative and facilitative relationships with leadership across the university, working collegially with faculty and deans, and providing strong leadership while engendering trust and exhibiting excellence. The Associate Vice President is expected to convey the vision for enrollment and promote a commitment to open conversation and shared goals, so as to galvanize as many students, staff, faculty, parents and alumni as possible to join together in achieving the enrollment vision. The AVPEM in particular will be asked to work closely and inclusively with the colleges – the college deans, associate deans, department chairs and faculty – in ensuring that the colleges have a strong voice in setting enrollment goals, determining the optimal nature of their student bodies and partnering with enrollment to recruit and bring to the university the students they most want to attract. This imperative will become increasingly critical as the university moves to responsibility-based budgeting in the coming years. Further, the Associate Vice President will be expected to provide collaborative leadership in an environment of shared governance, advancing the needs of Enrollment Management, the unit, and the university as a whole. The new Associate Vice President must have outstanding communication skills and be able both to listen and persuade. Within a university that has limited resources, the Associate Vice President will need to employ strong negotiating skills and be able to act as a team player in support of the university as a whole. Bring strategic and tactical leadership and integration to all elements of the enrollment function The Associate Vice President provides leadership to the enrollment offices, elevating the visibility of the team and scope of its work, and facilitating and supporting the development of a unit that is cohesive, integrated, analytical, technologically advanced, facilitative, nimble, imaginative and results-oriented. The Associate Vice President will continuously evaluate enrollment processes, ensuring that they are used strategically and creatively, and to maximum benefit. The new Associate Vice President will be expected to evaluate the structure and infrastructure of the enrollment unit and to affirm or move to a configuration of offices, infrastructure and staff deployment that aligns structure and objectives. Witt /Kieffer 7 Portland State University Associate Vice President for Enrollment Management Structure and systematize statistical reporting There is a growing need for ongoing, thoughtful analysis of data to shape strategic direction and assess effectiveness of enrollment activities, progress and possibilities. Competitive positioning and institutional goals can only benefit from this approach. In assuming leadership of this area, the new Associate Vice President will need to engage administrators from multiple areas within academic and student affairs to join together and contribute to crafting a tracking system that incorporates multiple variables and data points so as to yield the most helpful possible information. Complete a successful transition of the enrollment offices into the new Division of Enrollment Management and Student Affairs Just as expectations of the Enrollment Management area are high, so too are expectations throughout the division. The new Associate Vice President will be asked to further integrate the staff of the enrollment offices into the new division, its core values and its culture of planning and assessment. The AVPEM joins a leadership team within EMSA that is highly collaborative and valued across the university for its high-functioning performance and institutional outlook in which students are at the forefront. The successful candidate for this position will be capable of tending to multiple problems and pulls simultaneously, with grace, great judgment, and intelligence. THE ROLE OF THE ASSOCIATE VICE PRESIDENT FOR ENROLLMENT MANAGEMENT The new Associate Vice President will be expected to bring expertise, clarity and the willingness to engage collaboratively with senior leadership to discuss and define admission and retention plans as Witt /Kieffer 8 Portland State University Associate Vice President for Enrollment Management well as measure incremental progress toward goals. In addition to the imperatives described above, the Associate Vice President for Enrollment Management will also be asked to: In concert with the university’s administration and the Office of Institutional Research and Planning prepare enrollment plans and reports and interpret statistical data, including current trends and the forecasting of future trends. Coordinate the Enrollment Management Cabinet for the University. Provide overall leadership and management for PSU Admissions, Records, and Registration, Financial Aid and Scholarships, and Enrollment Management Communication Technology services. (See Appendix for synopses of these units). Oversee and implement related academic policies and procedures, including advising the Vice President in formulation of policy as well as strategic enrollment and financial aid planning. Lead a transparent and forward-looking budgeting process for the enrollment area that aims high, projects clear outcomes for expenditures, and evaluates achievements in a context of cost effectiveness. Provide senior leadership for operations that promotes a positive enrollment experience including application processing, prospective and new student communication, student transitions, financial aid and scholarship processing, registering and enrolling students, veteran certification, classroom scheduling, creating and maintaining student records and certifying graduates. Create and maintain collaborative relationships with local and national high school, community college and university personnel. Provide leadership and vision for plans regarding co-admission MOUs, partnerships and EM agreements. Ensure compliance with federal, state and university regulations. Comply with Portland State University, Oregon University System, Big Sky Conference, NW Accreditation, and NCAA rules and regulations related to rules compliance issues. Oversee plans and evaluate student recruitment strategies directed at meeting the university’s student enrollment goals. Maintain collaborative relationships with vice presidents, assistant and associate vice presidents, deans, department chairs, Office of Institutional Research and Planning staff and the faculty in recruitment and enrollment activities. Coordinate Enrollment Management technology in concert with the Office of Information Technologies, effectively using emerging technologies to enhance services to students and faculty. Collaborate with the Vice President for Advancement and Assistant Vice President for University Communications regarding the institution’s marketing and image making strategies related to its regional and national positioning as a competitive urban research university. Duties include serving as liaison with the offices of University Communication, Advancement, Alumni and Foundation. Witt /Kieffer 9 Portland State University Associate Vice President for Enrollment Management Work closely with faculty and Enrollment personnel by contributing to a team environment, ensuring that student services are provided in an efficient manner and support student learning and success. Serve on the Senior Student Affairs Leadership team along with the Associate Vice President for Student Affairs, Dean of Student Life, Executive Director for Diversity and Multicultural Student Services, and Executive Director for Student Health and Counseling; play a key role in leading student life across the university. Other duties as assigned. QUALITIES AND QUALIFICATIONS As a university that prides itself on providing academic rigor, expanded research, and civic engagement in public urban education, Portland State seeks an enrollment leader and thinker who will grasp the essential nature of this distinctive institution, and employ both traditional and non-traditional means to expand the university’s visibility so as to attract, select, enroll, and retain a highly diverse and increasingly talented group of students. As a key senior administrator, the university’s new associate vice president for enrollment management will be an innovative, forward-thinking, collaborative, and highly experienced enrollment professional who has the vision and confidence to combine best practice with theory so as to lead the way for Portland State. The ideal candidate will also have many of the following personal and professional qualifications and characteristics: Proven effectiveness and expertise in enrollment and change management: significant professional experience managing the complex interplay of marketing and recruiting strategies, enrollment goals, and financial aid; demonstrated progressive experience at a senior level in successfully developing, implementing and evaluating a comprehensive enrollment strategy emphasizing vision and synergy across all enrollment areas; Witt /Kieffer 10 Portland State University Associate Vice President for Enrollment Management Vision and leadership: ability to lead the creation of PSU’s future student body with vision and creativity; an entrepreneurial outlook and eye to new possibilities and emerging challenges; ability to build, motivate and inspire a team; experience and success leading a complex organization; Demonstrated ability in creatively marketing a selective institution so as to achieve superior levels of enrollment performance: proven success in innovative thinking and risk-taking combined with excellent execution of both complex and routine marketing strategies; a record of taking programs to new levels of success; ability to carry out marketing functions with close attention to the needs of the university and the match between it and its potential students; ability to think creatively and to leverage technology with a sensitivity to the human/cultural impact; An ability to keep both the big picture and operational details in balance: evidence of ability to focus and lead an organization to achieve the elements of a strategic plan, and to continuously refine the organizational plan and operations as the plan evolves; ability to delegate day-to-day management and decision making to senior managers; and sophisticated understanding of the laws and regulations that significantly impact enrollment operations; Mature communication skills: strong speaking, presentation and writing skills that articulate a vision effectively to all constituencies, including prospective students and their families, the enrollment staff, faculty and administrative staff, and the outside community; the ability to effectively articulate the university’s mission and priorities Strong analytical capacity: proven ability to use sophisticated data analysis to inform strategic decisions; to collaboratively produce forward-looking, transparent strategic plans and budgets that link expenditures to outcomes; to assess the effectiveness of how recruitment and financial aid funds are employed to achieve enrollment goals; to produce regular and systematic comparative reports that detail month-to-month as well as annual progress toward enrollment goals; to employ information on national and international trends in higher education and on developments in competitor institutions effectively in planning; Technological savvy: the sophistication to understand the potential value of technological innovations and to lead the process of harnessing emerging technologies and continually leveraging technology investments that can support the processes within enrollment so as to attract, enroll and retain a strong and diverse applicant pool and entering class; Personal qualities: a sense of urgency and engagement; honesty, integrity, candor, and willingness to work hard; optimism, confidence, and excitement about positive change; a genuine interest in forming a team with the vice president for enrollment management and student affairs and the university’s senior administration and deans; an inclusive interpersonal style; the proven ability to engage effectively with students, faculty and others with diverse backgrounds, cultures and perspectives; the ability to observe, listen, learn, and clarify needs while engendering trust quickly among various constituencies; wisdom, sound judgment; and a good sense of humor. Credentials: a minimum of five to seven years of director-level experience in higher education enrollment services administration; a Master’s degree is required; an appropriate terminal degree is preferred. Witt /Kieffer 11 Portland State University Associate Vice President for Enrollment Management PROCEDURE FOR CANDIDACY Nominations, expressions of interest and applications are invited and should be submitted confidentially via email to the university’s consultant, Witt/Kieffer, to the attention of Jane Courson and Robin Mamlet at PSU-AVPEM@wittkieffer.com. Candidates should provide a cover letter describing their interest in and qualification for the position, along with a curriculum vitae and names and contact information for at least three professional references. The position will remain open until filled; for fullest consideration, candidates are encouraged to submit their credentials as soon as possible. Confidential inquiries may be made by emailing the above address or calling Witt/Kieffer at 781-2728899. Portland State University is an affirmative action, equal opportunity employer, committed to the development of an inclusive, global community. Candidates of all backgrounds are encouraged to apply. Witt /Kieffer 12 Portland State University Associate Vice President for Enrollment Management ADDITIONAL INFORMATION Portland State University is the largest, fastest growing and most diverse of the seven schools in the public Oregon University System. PSU has close to 30,000 students – approximately 22,700 undergraduates and 7,000 graduate students. Some 61 percent of the students are full time and approximately 81 percent are residents of Oregon. The university is ranked among the "Best in the West" and as a "College with a Conscience" by the Princeton Review. In recent years, Portland State has added more doctoral programs as it has grown from its original mission as a liberal arts undergraduate college into a comprehensive research university. Recently added doctorates are in mathematics, biology, chemistry, computer science, applied psychology, engineering & technology management, mechanical engineering and sociology. Mission Statement The mission of Portland State University is to enhance the intellectual, social, cultural and economic qualities of urban life by providing access throughout the life span to a quality liberal education for undergraduates and an appropriate array of professional and graduate programs especially relevant to metropolitan areas. The university conducts research and community service that support a high quality educational environment and reflect issues important to the region. It actively promotes the development of a network of educational institutions to serve the community. The university strives to fulfill its mission through its eight colleges and schools: School of Business Administration Graduate School of Education Maseeh College of Engineering and Computer Science School of Extended Studies School of Fine and Performing Arts College of Liberal Arts and Sciences School of Social Work College of Urban and Public Affairs Currently, Portland State University offers 213 degree programs as follows: 96 bachelor’s programs, 77 master’s and 40 doctoral programs. For the 2009-10 academic year, PSU awarded a total of 5,207 degrees, including 3,532 bachelor's degrees, 1,625 master's degrees and 50 doctoral degrees. Witt /Kieffer 13 Portland State University Associate Vice President for Enrollment Management The university has a total of 4,066 employees, including 1,562 faculty, 918 administrative and research faculty, 639 staff and 947 others. The university’s tuition and fees for 2010-2011 academic year are: $6,764 for resident undergraduate students $12,675 for resident graduate students $21,198 for nonresident undergraduate students $18,975 for nonresident graduate students Additional information about Portland State University may be found in the Factbook. Research PSU’s research funding has grown steadily from about $5 million in 1990 to more than $59 million in 2010, an average increase of nearly 14% per year. In addition, Portland State’s Business Accelerator has fostered the growth of 38 businesses, 35% of which work directly with PSU’s faculty experts. Research synergies in areas such as instrumentation, computer science, transportation, and sustainability support private-sector innovation and improve the quality of life of all Oregonians while helping attract members of the “creative class” to Portland. PSU brings talented faculty and researchers to the region from around the globe, directly employs staff from the region, supports new business development through its research and technical assistance programs and expends dollars on the procurement of goods and services. The economic multiplier effect of these expenditures annually contributes more than $1.1 billion to the regional economy. Diversity, Inclusion and Globalization Since its founding, Portland State has embraced a mission of access to higher education for students across the state. Throughout its growth and development, PSU has remained committed to providing access and opportunity to students from regional, national and international communities in their pursuit of lifelong learning and diverse educational goals. To this end, PSU values diversity and fosters a climate of mutual respect and inclusiveness that celebrates the diversity of its students and supports different points of view and the open exchange of ideas. The university is also committed to building the diversity of its faculty and staff to enrich the educational experience of students both inside and outside the classroom and give them the skills they need to flourish and succeed in a diverse global society. Since 2000, internationalization has been a central theme of Portland State and the university has demonstrated an ongoing commitment to globalization as part of its mission. PSU’s future is guided by Witt /Kieffer 14 Portland State University Associate Vice President for Enrollment Management the belief that its students will be leaders in an emerging global community. To help achieve this, it strives to weave global thinking seamlessly into everything that it does. Today, PSU has grown to become a university of distinction that attracts students and faculty from around the world. It has experienced more than a 50 per cent increase in its international enrollment with international students coming from over 97 countries. Additionally, the university hosts approximately 200 international visiting researchers and scholars who contribute their knowledge and expertise to the PSU community. The university also sponsors more than 140 study abroad programs in over 38 countries and the number of students now studying abroad has increased 58 percent since 1999. Best Neighbor University Portland State was ranked ninth among the 25 top institutions in the country in a survey naming the 2009 Best Neighbor colleges and universities. The Saviors of Our Cities ranked academic institutions that have demonstrated and documented long-standing cooperative efforts with community leaders to rehabilitate the cities around them, to influence community revitalization and cultural renewal, and to encourage economic expansion of the local economy, urban development, and community service. Campus Development and Community Partnerships Portland State has a long history of collaboration with public and private sector partners to make the metro region’s economy stronger and more resilient. PSU remains committed to the further and ongoing evolution of a dynamic, energetic, and inviting University District. To this end, it has partnered with the City and private interests to develop a 50-block, mixed-use campus that strengthens the fabric of surrounding neighborhoods. It also invests in infrastructure improvements — such as the streetcar and light rail systems — that enhance the quality of the urban experience. The PSU campus consists of 49 acres and 50 buildings, including 11 residential student housing properties. Since 2000, Portland State has added more than 1 million square feet of new space through real estate acquisitions and has plans for $300 million of new capital investment by 2012. The university’s special emphasis on the values and practices of community engagement reinforces the potential for successful economic development partnerships and makes PSU a catalytic institution with a sphere of influence that expands well beyond its contributions to a vibrant and active downtown. The President Wim Wiewel assumed the presidency of Portland State University in August 2008. Under his leadership, the University has developed five guiding themes: provide civic leadership through partnerships, improve student success, achieve global excellence, enhance educational opportunity, and expand resources and improve effectiveness. This has brought a renewed focus on expanding the university’s civic partnerships and achieving a new degree of excellence through investments such as the $25 million James F. and Marion L. Miller Foundation challenge grant for sustainability. Since Wiewel’s arrival at Portland State, research expenditures have increased 30 percent, athletic programs won six conference championships, enrollment grew for the 14th consecutive year, and the Witt /Kieffer 15 Portland State University Associate Vice President for Enrollment Management university was singled out in the U.S. News and World Report’s 2010 edition of America’s Best Colleges for its commitment to engaged learning through its community partnerships and programs. Prior to coming to Portland State, Wiewel was the provost and senior vice president of academic affairs at the University of Baltimore. From 1979 to 2004, Wiewel was with the University of Illinois at Chicago (UIC), where he served as dean of the College of Business Administration. He also served as dean of the College of Urban Planning and Public Affairs and as special assistant to the chancellor. In these positions, Wiewel played a lead role in establishing the Liautaud Graduate School of Business, a new College of Urban Planning and Public Affairs, and the UIC Great Cities program. Wiewel also directed UIC’s Center for Urban Economic Development. Wiewel has authored or edited nine books and more than 65 articles and chapters. His most recent books are Global Universities and Urban Development, The University as Urban Developer, and Suburban Sprawl. He holds degrees in sociology and urban planning from the University of Amsterdam in the Netherlands, and a Ph.D. in sociology from Northwestern University. ORGANIZATIONAL STRUCTURE The Oregon State Board of Higher Education, the statutory governing board of the seven-campus Oregon University System, is composed of 12 members appointed by the Governor and confirmed by the Oregon State Senate and includes eight lay members, two faculty and two students. As a member of the Oregon University System and a state entity, Portland State University is governed by Oregon Revised Statutes (ORS), Oregon University System policy and Oregon Administrative Rules (OAR). Portland State University’s Executive Committee, led by President Wim Wiewel, is comprised of the Provost and Vice President for Academic Affairs, the Vice President for Enrollment Management and Student Affairs, the Vice President for Finance and Administration, the Vice President for Research and Strategic Partnerships, the Vice President for University Advancement, the Chief of Staff, the Chief Diversity Officer, and the General Counsel. Please refer to Appendix I and Appendix II for organizational charts of the Oregon University System and Portland State University. Witt /Kieffer 16 Portland State University Associate Vice President for Enrollment Management Portland State University: History Over the last 60 years Portland State has developed from a temporary extension center to its position today as a nationally recognized urban research university, the largest and most diverse in the state system. The institution was first established as the Vanport Extension Center in June 1946 to satisfy the demand for higher education in Portland for returning World War II veterans. Classes were held in the vacated-for-summer Vanport Junior High School. That first summer session had 221 students. Over 1,410 students registered for the 1946 fall term. Following the Vanport Flood of 1948, the college became known as "the college that wouldn't die" for refusing to close after the flood. The term was coined by Lois Hennessey, a student who wrote about the college and the flood in the Christian Science Monitor. The school occupied Grant High School in the summer of 1948, and then moved to hastily-converted buildings at the Oregon Shipyard, known as the Oregon Ship. In 1953, the school moved to downtown Portland and occupied the outdated buildings of the vacated Lincoln High School that became known as "Old Main." The school changed its name to the "Portland State Extension Center" between December 1951 and February 1952, and in 1955, the Center changed its name to Portland State College to mark its maturation into a four-year degree-granting institution. Portland State continued to grow with graduate programs added in 1961 and doctoral programs in 1968. The institution was granted university status by the Oregon State System of Higher Education in 1969, becoming Portland State University (PSU). In recent years, Portland State programs are attracting national attention. When PSU replaced their traditional undergraduate general education distribution system (1994) and adopted a new interdisciplinary program, University Studies, it received national press with institutions all over the country visiting the PSU campus. For the 9th consecutive year, U.S. News & World Report has recognized University Studies and on multiple occasions has listed it as a "Program to Look For." Student diversity and engagement with diverse communities was increased in the last ten years with the expansion of the Black Studies program offerings to include BA/BS, the development of the Chicano-Latino Studies and Native American Studies programs and the opening of the Native American Student and Community Center. Witt /Kieffer 17 Portland State University Associate Vice President for Enrollment Management Portland State programs continue to garner national recognition and rankings. PSU was just listed in the 2012 Princeton Guide to Best Colleges. The Master of Business Administration is ranked among the top 25% of all AACSB accredited MBA programs (USNWR) and ranked 21st in the nation and 25th in the world by Beyond Grey Pinstripes (2009-10). The Criminology and Criminal Justice Division is ranked among the top 10 “rainmaker” criminal justice MA/MS granting institutions (The Journal of Criminal Justice Education, 2009). The Master of Social Work, one of the best-known of PSU’s programs, ranked in the top 20% of national programs (USNWR, 2008). A proud moment in the history of the institution occurred in September 2008 when the James F. and Marion L. Miller Foundation awarded Portland State University a ten-year $25 million challenge grant to enhance and expand its sustainability efforts. The grant is the largest amount in the history of the Foundation and at Portland State. Both the $25 million Miller grant and the funds raised to match are being used exclusively for the advancement of sustainability in program offerings, research, and engagement with community partners. The material presented in this position specification should be relied on for informational purposes only. The material has been copied, compiled, or quoted in part from Portland State University documents and personal interviews and is believed to be reliable. Naturally, while every effort has been made to ensure the accuracy of this information provided by Portland State University, source documents and factual situations govern. Witt /Kieffer 18 Portland State University Associate Vice President for Enrollment Management APPENDIX I I-1 Portland State University Associate Vice President for Enrollment Management APPENDIX II Portland State University Organizational Chart II-1 Portland State University Associate Vice President for Enrollment Management APPENDIX III III-1 Portland State University Associate Vice President for Enrollment Management APPENDIX IV Enrollment Management Portland State University IV-1 Portland State University Associate Vice President for Enrollment Management APPENDIX V ADMISSIONS, REGISTRATION AND RECORDS The unit of Admissions, Registration & Records (ARR) provides comprehensive admission, recruitment, and enrollment related services, enforces academic policies, and broadly supports university priorities for enrollment and student success and retention. For over 15 years, the functions of the traditional Admission/Recruit operations along with the traditional Registrar functions have been combined and integrated under the leadership of an “executive director”, currently titled as Executive Director of Admissions, Registration & Record AND Associate Vice Provost for Enrollment Partnerships. ARR is currently staffed with 70 FTE, including 12 managers and 12 academic professionals, and is organized into the following sub-units: New Student Programs; Registration, Records & Evaluation; and College and University Partnerships & Global Outreach. These sub-units are closely integrated and interwoven in terms of staffing and project management towards meeting unit objectives. New Student Programs is responsible for comprehensive and multifaceted outreach, recruitment and yield activities for undergraduate domestic prospects (freshmen and transfer) in Oregon, Washington, California, Hawaii, Colorado, Nevada, Texas, Arizona, Alaska, and Idaho; admissions counseling for freshmen, transfer, post-baccalaureate and graduate students through daily drop-in appointments, email and phone; coordinating a comprehensive campus visit program which includes twice daily individual information sessions and campus tours, large group visits, and large campus visit events such as Freshmen Preview Day; communication and marketing planning and outreach for ARR which includes an information center to process bulk and first class mailings along with a data entry center for entering prospect data into Banner SIS; and coordinating new student orientation for all incoming undergraduate students each term; planning and coordinating welcome week known as Viking Days and New Student Convocation. Registration, Records and Evaluation Services is responsible for admission evaluation operations, transfer credit evaluation, registration, academic records, grading, class scheduling, residency certification, and degree audit and veteran’s certification. The sub-unit supports key Faculty Senate academic policy committees, including the Academic Requirements Committee and the Scholastic Standards Committee and manages and enforces the University’s policies related to admission, registration, grading, and academic standing. The sub-unit is responsible for maintaining and managing day-to-day operations for several key student information systems including the student module of the Banner SIS, degree audit and transfer articulation, document imaging and workflow, along with supporting numerous internal databases and data reporting functions. College and University Partnerships & Global Outreach is an extension of the international admission team. This unit develops collaborations that expand curricular opportunities, both domestically and internationally; promotes cultural competency for the PSU community as well as students and families unfamiliar with U.S. higher education systems; and increases the international visibility of PSU. The team initiates and supports undergraduate enrollment with 2+2, 1+3 and domestic co-admission programs. Admission outreach annually occurs in Canada and the western USA especially Washington and California. In addition, the team supports partnership development with universities abroad, especially Asia, SE Asia, Middle East, Latin America and South Asia. V-1 Portland State University Associate Vice President for Enrollment Management APPENDIX VI OFFICE OF STUDENT FINANCIAL AID AND SCHOLARSHIPS The Office of Student Financial Aid and Scholarships strives to empower every student with the ability and opportunity to pursue their Higher Educational goals. The office helps PSU students reduce or eliminate the financial barriers to their academic success by providing federal, state and institutional funding in a thoughtful, efficient and effective manner. We also educate and inform students and their families about funding options, as well as obligations that result from utilizing certain aid resources, such as loans. We award funding to eligible students, fairly, accurately, and in a transparent manner. We continue to expand our outreach to under-represented and under-served segments of the greater Portland community every year, supporting the University’s commitment of diversity in the student population. We seek to enhance our role in the strategic planning of the University, as part of the new Division for Enrollment Management and Student Affairs. We fully support the recruitment, retention and academic goals of our division and the University, with a focus on increasing inclusivity and diversity, while maintaining our fiduciary responsibilities to the University, the state and the federal government. We will continue to develop resources and opportunities to engender student success at PSU. We participate as an educational and cultural partner with the surrounding community, by providing Financial Aid education to all stakeholders. The Financial Aid Operating budget is from two sources: $61,443 is from a portion of the Criminal Justice Online program fees $1,764,812 is from E&G (education and general) funding. The financial aid disbursements: Federal Work Study: $1.2 million Federal Direct Stafford, Perkins and Federal Direct Parent loans: >$200 million OUS (Oregon University System) Supplemental Tuition Grant: $1.5 million Federal Pell Grant: $41,262,373 OOG (Oregon Opportunity Grant): $1,888,575 from OSAC (for Oregon Student Assistance Commission) + $1,338,350 (PSU covered) SEOG (Federal Supplemental Opportunity Grant): $627,574 Fee Remissions - $20,001,317 (includes the $1,338,350 OOG monies from above) VI-1 Portland State University Associate Vice President for Enrollment Management APPENDIX VII ENROLLMENT MANAGEMENT COMMUNICATION TECHNOLOGY Under the general direction of the AVP for Enrollment Management, the Director of Enrollment Management Communication Technology (CRM) has broad programmatic and technical responsibility for the management, development, direction, and monitoring of the campus-wide integrated communication efforts through the utilization of Portland State University’s Constituent Relations Management (CRM) and Knowledge Base (KB) solutions. The director will work across all schools and colleges in order to: understand the impact University business practices have on individual student experiences; assist with streamlining communication across units utilizing the CRM/KB; facilitate future business unit adoption and implementation of CRM/KB; and recommend changes to unit business practices that support improved communication with students and lead to enhanced student success. The director will initially provide direct supervision to one classified (Analyst Programmer) employee and leadership for a team of three unclassified and three classified PSU employees who will report to other units/individuals but will be providing additional direction and support for the CRM and Knowledge Base. This position has hiring responsibility and authority, and has oversight to contribute to performance reviews and recommend disciplinary actions. The director is also responsible for closely coordinating efforts with the following units/divisions: Division of Enrollment Management & Student Affairs, including Admissions, Registration and Records; and Undergraduate Advising and Support Center; Student Information Systems Technical Team; University Studies; the Office of Information Technologies; Campus Management Corporation; and University Communications. VII-1 WITT/KIEFFER Witt/Kieffer is the nation’s leading executive search firm dedicated to serving education, health care, and not-for-profit communities nationwide. Our mission is to identify outstanding leadership solutions for organizations committed to improving the quality of life. Witt/Kieffer has served more than 800 colleges and universities, as well as community, cultural, and service organizations. We focus on searches for presidents/ chancellors; provosts; vice presidents for advancement, finance, student affairs, enrollment management, and technology; deans; and directors of major service/academic units. http://www.wittkieffer.com For this search, direct e-mail to: PSU- AVPEM@wittkieffer.com Emeryville, California • Irvine, California • Atlanta, Georgia •Oak Brook, Illinois •Bethesda, Maryland •Burlington, Massachusetts • Minneapolis, Minnesota • St. Louis, Missouri • New York, New York • Toledo, Ohio • Philadelphia, Pennsylvania • Pittsburgh, Pennsylvania • Houston, Texas