2014-15 University Financial Aid & Scholarship Services Strategic Plan
Notes
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Goal 1: Strengthen communication within our office, across the Las Cruces campus and the community colleges.
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Vision 2020 and KPI Alignment: Academics and Graduation, KPIs 1–6; Diversity and Internationalization, KPIs 8–11; Resource
Stewardship, KPI 30.
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Action 1: Regular staff meetings with office staff to include departmental and all-staff meetings.
Timeline
Team
Resources needed
Measures
Fall 2012 –Fall
FA supervisors/Associate
Coverage of time for meetings
 Training hours
2013
Directors, Directors, FA staff
and budgeted funds for
 Demonstrated use of
materials/handouts, travel
technology
Progress
2014–15
Action 2: Offer annual spring training for updating federal, state, and institutional changes for financial aid staff from all
campuses.
Timeline
Team
Resources needed
Measures
Annual spring
FA supervisors/Associate
Coverage of time for meetings
 Staff feedback from spring
training March Directors, Directors, FA staff
and budgeted funds for
training on survey form
2013
materials/handouts, travel
Progress
2014–15
Action 3: Face to face meetings with FA Directors, rotating campuses.
Timeline
Team
Resources needed
Carlsbad Fall
FA supervisors/Associate
Coverage of time for meetings
2012; Grants
Directors, Directors, FA staff
and budgeted funds for
June 2013
materials/handouts, travel
Progress
2014–15
Action 4: Meet with directors and staff from other departments across campus.
Timeline
Team
Resources needed
Fall 2012 –
FA supervisors/Associate
Coverage of time for meetings
Spring 2013
Directors, Directors, FA staff
and budgeted funds for
materials/handouts, travel
Progress
2014–15
Measures
 Minimum of two face-to-face
meetings with community
colleges annually
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Measures
 Twice annually
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Action 5: Meet each semester with Financial Aid work-study students to update and to review their questions and concerns.
2013-14 2014-15 University Financial Aid & Scholarship Services Strategic Plan
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Timeline
2013/2014
Academic Year
Team
Advisor/Fiscal monitor/FA
Director/Associate
Director/Administrative Assistant
Resources needed
Coverage for time/materials
Measures
 Meet each semester with FA
work-studies to update and to
review their
questions/concerns
Progress
2014–15
Goal 2: Expand our default management plan and increase financial aid lending literacy and repayment
education for students.
Vision 2020 and KPI Alignment: Academics and Graduation, KPI 1–6; Diversity and Internationalization, KPIs 8–11; Economic
Development and Community Engagement, KPIs 20, 21, 23, 24
Action 1: Increased loan counseling with stop-outs and withdrawing students at Las Cruces main campus.
Timeline
Team
Resources needed
Measures
On-going
Loan Coordinator, FA Advisors
Internal training and conference
 Cohort analysis completed
travel, budgeted funds for
 Number of students counseled
printing and training resources,
 Track individual students
funding for multi-year contract,
through default period
cohort analysis of default
(NSLDS)
categories for strategizing, and
 Curriculum and training
budgeted funds for
material developed for
implementation of outreach
classroom use
program
 Number of course participants
 Learning assessments
(quiz/feedback)
 Link to Inceptia Financial
Education on FA website
 Course curriculum piloted and
assessed summer 2013
 Full implementation fall 2013
Progress
2014–15
Action 2: Team with UNIV 150 classes and other offices across campus to improve financial awareness and loan repayment
options among students and staff.
Timeline
Team
Resources needed
Measures
Beginning
Las Cruces campus FA staff, key
Internal training and conference
 Cohort analysis done
Spring 2013
staff from Student Engagement
travel, budgeted funds for
 Number of students counseled
programs
printing and training resources,
 Track individuals through
funding for multi-year contract,
default period (NLDS)
2013-14 2014-15 University Financial Aid & Scholarship Services Strategic Plan
Notes
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2
cohort analysis of default
categories for strategizing, and
budgeted funds of outreach
program
 Curriculum and training
material developed
 Number of course participants
 Learning assessments
(quiz/feedback)
 Link to Inceptia Financial
Education on FA website
 Course curriculum piloted and
assessed summer 2013
 Full implementation fall 2013
Progress
2014–15
Action 3: Las Cruces campus and the community colleges will develop a financial aid education and outreach program.
Timeline
Team
Resources needed
Measures
Spring 2013
Inceptia staff, FA staff from all
Internal training and conference
 Cohort analysis done
campuses, SIM
travel, budgeted funds for
 Number of students counseled
printing and training resources,
 Track students through default
funding for multi-year contract,
period (NSLDS)
cohort analysis of default
 Curriculum and training
categories for strategizing, and
material developed
budgeted funds for of outreach
 Number of course participants
program
 Learning assessments
(quiz/feedback)
 Link to Inceptia Financial
Education on FA website
 Course curriculum piloted and
assessed summer 2013
 Full implementation fall 2013
Progress
2014–15
Goal 3: Effectively award scholarship dollars to recruit and retain students.
Vision 2020 and KPI Alignment: Academics and Graduation, KPI 1–6; Diversity and Internationalization, KPIs 8–11; Economic
Development and Community Engagement, KPIs 20, 21, 23, 24.
Notes
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Action 1: Create dashboard of major state funded scholarships and review regularly with internal fiscal team and enrollment
management related staff.
Timeline
Team
Resources needed
Measures
Dashboard
Asst. Director of Scholarships,
SIM time
 Tracking offered, accepted and
2013-14 2014-15 University Financial Aid & Scholarship Services Strategic Plan
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created Spring
2013
Associate Directors of FAO, SIM
& Fiscal team.
Communicate
dashboard
availability to
campus
community
Continual
fiscal
monitoring
and strategic
awarding
Progress
2014–15




lost scholarship dollars for
effectiveness in student
recruitment and retention
Enrollment headcount
End of year scholarship budget
balances
Retention report as measure
of lost scholarships and
awarding opportunities (final
goal = degree completion)
Tracking offered, accepted and
lost scholarship dollars for
effectiveness in student
recruitment
Action 2: Develop scholarship-awarding strategies to successfully recruit and retain students of all types and levels.
Timeline
Team
Resources needed
Measures
Strategy
College scholarship coordinators, COGNOS report, Scholar
 Tracking offered, accepted and
meetings early Foundation reps, Asst Director of Dollar$ system, Scholarship
lost scholarship dollars for
fall 2012 and
Scholarships, FA Assoc Director,
calculator
effectiveness in student
debrief late
Univ Admissions staff, SIM staff
recruitment and retention
spring 2013.
 Enrollment headcount
 End of year scholarship budget
balances
 Retention report as measure
of lost scholarships and
awarding opportunities (final
goal = degree completion)
 Tracking offered, accepted and
lost scholarship dollars for
effectiveness in student
recruitment
Progress
2014–15
Notes
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Goal 4: Update FA policies and procedures based on Best Practices from the Department of Education.
Vision 2020 and KPI Alignment: Academics and Graduation, KPI 1–6; Diversity and Internationalization, KPIs 8–11; Resource
Stewardship, KPI 30
Action 1: Assign committees to review, assess, and update policies and procedures for financial aid and scholarships.
2013-14 2014-15 University Financial Aid & Scholarship Services Strategic Plan
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Timeline
November 2012–
June 2013
Progress 2014–15
Team
Financial aid & scholarship
staff from all campuses
Resources needed
IFAP & NASFAA guidelines for
policy documentation
Measures
 Review and update as policies
change or, at least, annually
Notes
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Goal 5: Expand customer service and outreach offerings by utilizing technology.
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Vision 2020 and KPI Alignment: Academics and Graduation, KPI 1–6; Diversity and Internationalization, KPIs 8–11; Economic
Development and Community Engagement, KPIs 20, 21, 23, 24
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Action 1: Increase telecommunications, via a comprehensive inbound telephone call disposition system, an incoming chat
disposition system, and an opt-in web-to-text interface for mobile communication.
Timeline
Team
Resources needed
Measures
Begin fall 2014 FA supervisors/Associate
 Internal training and,
 Track incoming and outgoing
Directors, Directors, FA staff,
budgeted funds for hardware
calls, chats, and outgoing texts
SAEM IT staff
and software, and training
via reports drawn from each of
resources, funding for multithose respective interfaces,
year contract, IT Staff time
and the student purpose
therefore as it relates to
outreach.
Progress 201415
Action 2: Expand social media and web participation for outreach, recruitment, and retention.
Timeline
Team
Resources needed
Measures
Begin fall 2014 FA supervisors/Associate
 Internal training and,
 Track incoming and outgoing
Directors, Directors, FA staff,
budgeted funds for hardware
social media participation
SAEM IT staff
and software, and training
drawn from each platform.
resources, funding for multiyear contract, IT Staff time
Progress 201415
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2013-14 2014-15 University Financial Aid & Scholarship Services Strategic Plan
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