Strategic Planning Retreat for UWF Boards
Richard S. Podemski
Associate Vice President for Research & Dean, Graduate School
June 12, 2013
Charge – November 2012
• Develop a University-wide coordinated and strategic
recruitment and enrollment plan that defines an
optimal student profile within the context of UWF’s
mission and available resources.
• Charge is related to Strategic Priority 1.2 in the 2012-17
update to the UWF Strategic Plan, which focuses on
facilitating “students’ access to and choice of the
University of West Florida to meet their higher
education needs.”
• Strategic Enrollment Planning Team was representative
of enrollment planning/management functions across
campus.
Strategic Enrollment Planning
• Reviewed literature on strategic enrollment planning
(SEP) - Noel-Levitz publication, Strategic Enrollment
Planning: A Dynamic Collaboration, Jim Hundrieser
(Ed.), Noel-Levitz, 2012.
• SEP refers to a complex and organized effort to connect
an institution’s mission, current state, and changing
environment to long-term enrollment and fiscal health.
SEP is a data-informed and ongoing process that
identifies, evaluates, and modifies strategies and
enrollment goals in light of internal and external forces
that may influence the direction of the institution.
• Strategic Enrollment Management (SEM) refers to
procedures to ensure that the overall enrollment plan is
implemented, monitored, evaluated, and revised, as
needed
Strategic Enrollment Planning/Management
• A well-designed SEP identifies key performance
indicators (KPIs) related to
• (1) overall enrollment goals by segment (e.g., FTIC,
transfer, graduate);
• (2) the enrollment profile for inquiries and
applicants;
• (3) student persistence and graduation;
• (4) the institution’s fiscal health (e.g., tuition; net
revenue; financial aid and scholarships; auxiliary
services such as housing, dining, and the
bookstore); and
• (5) infrastructure (faculty positions, facilities,
academic programs, student support services).
Strategic Enrollment Planning/Management
• A strategic enrollment management (SEM) plan
ensures that the overall enrollment plan is
implemented, monitored, evaluated, and revised, as
needed.
• Strategic Enrollment Management Council
• Meets regularly to review progress related to the
steps in the action plan, track KPIs, coordinate
activities among units, review new data, and
propose changes and adjustments in the action
plan.
• Over time, SEP and SEM become woven into the very
fabric of an institution’s overall planning and
management functions
Enrollment Planning Models
• Conducted an extensive review of enrollment planning
models
• University of Central Florida – Dr. Sandra Archer,
Director, Office of University Analysis and Planning
Support conducted a workshop at UWF
• The main forecasting model at UCF is a cohort-based
enrollment projection model that projects headcount,
student credit hours, and FTE by student classification
(freshman, sophomore, etc.) and level (lower, upper,
graduate). The model generates a five-year projection
based on input that includes new student count
estimates and various student cohort parameters, such
as student retention from year to year.
• Populated UCF model with UWF data and projections
from the Haas Center.
Next Steps
• Develop vision for SEP and SEM at UWF
• New positions
• Assistant Vice President for Enrollment Affairs
• Director of Strategic Enrollment Planning and
Institutional Research
• Director of Student Retention
• Chief Diversity Officer (CDO)/Associate Vice
Provost (AVP) for Equity, Diversity and
International Affairs
• Recommendations to the Provost
• Strategic Enrollment Management Council
• SEP procedures
• SEM procedures
• Resources