uh's strategic planning overview, 2005-09€¦ · by geographic region, fall 2006 c region,...
TRANSCRIPT
UHs Strategic Planning Overview 2005ndash09
UHUHrsquorsquoss Strategic PlanningStrategic Planning Overview 2005Overview 2005ndashndash0909
Linda K Johnsrud Vice President for
Academic Planning amp Policy Board of Regents Meeting
September 17 2009
Planning InitiativesPlanning Initiatives
Second Decade Project wwwhawaiieduofficesappseconddecade
2005ndash07
Revisited UH System Strategic Plan 2002ndash10 wwwhawaiieduovpppuhplan
Fall 2007
Established strategic outcomes and performance indicators 2008ndash15 wwwhawaiieduovpppuhplan
Spr 2008
APP|Sep09 2
UHs Strategic Planning Overview 2005ndash09
Second Decade Project 2005Second Decade Project 2005ndashndash0707
An analytical study which
bull Identified the projected higher educationneeds of the State of Hawailsquoi for the next decade (2010ndash20)
bull Prioritized by geographic region the areas of greatest need for public highereducation services
UHs Strategic Planning Overview 2005ndash09
State ofState of HawaiHawailsquolsquoii by Geogr by Geographic Regionaphic Region
APP|Sep09 4
Kaualsquoi
Maui
West Hawailsquoi
East Hawailsquoi
Wailsquoanae
Windward North Shore
lsquoEwa
East Olsquoahu
Central Olsquoahu
APP|Sep09 3
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Relative Need for Postsecondary Ed amp TrainingRelative Need for Postsecondary Ed amp TrainingPlanning ContextPlanning Context Based on ProjectedBased on Projected HawaiHawailsquolsquoii High School Graduates 2High School Graduates 2007007ndashndash20120188
163bull Population growth ( amp ) lsquoEwa
072WailsquoanaeState Average = -063bull High school graduation rates 007West Hawailsquoi
-049 East Hawailsquoibull Income -069 Maui
-074 East Olsquoahubull Workforce participation -080 Central Olsquoahu
-154 North Shorebull Educational attainment (ltHS -190 KaualsquoiHS bachelorrsquos)
-297 Windward
bull College going rate (2-yr 4-yr) -3 -2 -1 0 1 2
bull Job shortages (workforce needs) Very High Need High Need Medium Need Low Need
Note Percentages based on an average of annual changes from 2007 to 2018 UH IRO calculations based on DOE actual enrollments
APP|Sep09 5 APP|Sep09 FACTOR 3 6
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
ReRelalativtivee NeedNeed fofo r Por Postsestsecondacondaryry EdEd TraTrainining bing byy RegReg iionon Factors East Cent lsquoEwa Wai N Sh Win E HI W HI Mau Kau
Pop Growth () High Med Very High Low Low Low Med Med High Med
Pop Growth () Low Low Very High Low Low Low Med High Med Med
Proj HS Grad (Avg ) Med Med Very High High Low Low Med High Med Low
Income Low Med High Very High
Very High Med Very
High Med Med High
Workforce Particip High High Med High Very High High High Low Low Med
Ed Attain (ltHS Dipl) Low Med Med High Low Low High Very High High High
Ed Attain (HS Dipl) Low Low Med Very High High Med Med Med Med Med
Ed Attain (Bach) Low Low Med Very High High Low Med Med Med Med
Going Rates (2-Yr) High Low Med Very High Med Med Med Very
High High Low
Going Rates (4-Yr) Low Med Very High
Very High
Very High High Low High Very
High High
Skilled Workforce Needs
Very High
Very High
Very High
Very High
Very High
Very High
Very High
Very High
Very High
Very High
RELRELAATITIVEVE NENE EDED 3131 3131 5555 5959 4545 3131 4343 4949 4545 3939
Relative Need for Postsecondary Ed amp TrainingRelative Need for Postsecondary Ed amp Training 4 Cluster An4 Cluster Analyalyssisis
Wailsquoanae
lsquoEwa
West Hawailsquoi
Maui
North Shore
East Hawailsquoi
Kaualsquoi
Windward
Central Olsquoahu
East Olsquoahu
55
59
43
45
45
49
39
31
31
31
0 10 20 30 40 50 60 70
Very High Need High Need Medium Need Low Need
APP|Sep09 7 APP|Sep09 8
UHs Strategic Planning Overview 2005ndash09
What We Know Now That We DidnWhat We Know Now That We Didnrsquorsquot in 2002t in 2002
bull US Global competitiveness
bull Educational attainment of Hawailsquoi
bull Leaky educational pipeline
bull Gap in workforce supply and demand
bull Importance of returning adults
bull Population amp geographic disparity
bull Shift in revenue source for public higher education
APP|Sep09 9
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 11
Differences in College Attainment (Associate and Higher) byDifferences in College Attainment (Associate and Higher) by Age GroupAge GroupmdashmdashUS and Leading OECD Countries 2006US and Leading OECD Countries 2006
Source Organisation for Economic Co-operation and Development (OECD) Education at a Glance 2008 Table A13a wwwoecdorg
0
10
20
30
40
50
60
Canada Japan Korea New Zealand
Belgium Ireland Norway US
Age 25ndash34 Age 35ndash44 Age 45ndash54 Age 55ndash64
US Global CompetitivenessUS Global Competitiveness
Educational Attainment inEducational Attainment in HawaiHawailsquolsquoii
UHs Strategic Planning Overview 2005ndash09
Going RatGoing Ratees of Publs of Public and Private Hiic and Private High Schoolgh Schoolss UH System State ofUH System State of HawaiHawailsquolsquoii and the Nation and the Nation
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 13
Differences in College Attainment (Associate and Higher) byDifferences in College Attainment (Associate and Higher) by Age GroupAge GroupmdashmdashHawaiHawailsquolsquoii and Leading OECD Countries 2006and Leading OECD Countries 2006
0
10
20
30
40
50
60
Canada Japan Korea New Zealand
Belgium Ireland Norway Hawailsquoi
Age 25ndash34 Age 35ndash44 Age 45ndash54 Age 55ndash64
Note Hawailsquoi data based on a 2005ndash07 annual average Sources Organisation for Economic Co-operation and Development (OECD) Education at a Glance 2008 Table A13a wwwoecdorg
NCHEMS (Hawailsquoi data)
National Going Rates
60
55
50
45
40
35
30
25
65
463 Total Hawailsquoi Going Rates UH System Going Rates
Fall 2008 = 378
317
1970 1976 1982 1988 1994 2000 2006
Fall Semester Note The going rate is the percentage of Hawailsquoi high school graduates entering the University of Hawailsquoi without delay
upon graduation from high school As a former upper division institution UH West Olsquoahu is not included
APP|Sep09 Sources IRO (UH) NCES IPEDS (state) NCHEMS (national)
UHs Strategic Planning Overview 2005ndash09
Graduation Rates by Cohort UH UnitsGraduation Rates by Cohort UH Units Percent
80 UHM Bench 75
UHM Peer 69
60
UHH Bench 49
40 UHH Peer 40
20 UHCC Bench 17
0
UH Mānoa
UH Hilo
UH Community Colleges
Fall 1 Fall 2 Fall 3 Fall 4 Fall 5 Fall 6 Fall 7 Fall 8 Fall 9 Fall 10 Fall 11 Note Includes bachelorrsquos associate and certificates of achievement
For UH Mānoa and UH Hilo Fall 1 = 1992 cohort Fall 11 = 2002 cohort Completion within 6 years Benchpeer rates = 2001 cohort For UH Community Colleges Fall 1 = 1995 cohort Fall 11 = 2005 cohort Completion within 3 years Benchpeer rates = 2004 cohort UH West Olsquoahu data are excluded due to limited cohort years
APP|Sep09 15UHCC system has a benchmark group but no peer group
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 16
IsIs HawaiHawailsquolsquoii Benefiting from theBenefiting from the Migration of College GraduatesMigration of College Graduates Recent Annual Degree-Production and Migration Patterns
For Every 100 Associate Degrees Produced Annually in Hawailsquoihellip
For Every 100 Bachelorrsquos Degrees Produced Annually in Hawailsquoihellip
163 Associate Degree Holders (ages 22-64) Enter the State
A Net Gain of 56 Associate Degrees Per 100 Produced
107 Associate Degree Holders (ages 22-64) Leave the State
210 Bachelorrsquos Degree Holders (ages 22-64) Enter the State
A Net Gain of 39 Bachelorrsquos Degree Per 100 Produced
171 Bachelorrsquos Degree Holders (ages 22-64) Leave the State
Note Migration and degree production data based on 2005ndash07 annual average Source NCHEMS
14
UHs Strategic Planning Overview 2005ndash09
HawaiHawailsquolsquoii and the Nationand the Nationrsquorsquos Pipeline 2006s Pipeline 2006 Success Rate Per 100 Ninth Graders at Each Transition Point 2006 US and Hawailsquoi
Leaky Educational PipelineLeaky Educational Pipeline
100
80
60
40
20
0
86
60
42
30
69
42
28
20
68
40
24
12
Percent
Graduate from High Enter College Enroll Sophomore Graduate On Time School Year
Best Performing State US Average Hawailsquoi
Notes Data from 2006 ldquoGraduate on timerdquo is defined as within three years for an associate degree and six years for a baccalaureate degree For more detailed information see wwwhigheredinfoorg
APP|Sep09 Source The NCHEMS Information Center for State Higher Education Policymaking and Analysis 2008
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 19
HawaiHawailsquolsquoii Public High School Graduates Enrolled in RemedialPublic High School Graduates Enrolled in Remedial andor Developmental Classes at UHCC Fall 2006andor Developmental Classes at UHCC Fall 2006
615 748
1074 910
900 931
25892589
0
1000
2000
3000
English Math
Remedial Developmental College-level (Transferable)
Note Duplicated headcount
(348) (360)
(289)
(351)(415)
(238)
Gap BetweenGap Between Workforce Supply andWorkforce Supply and
DemandDemand
18
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 21
Projected Annual Vacancies in Shortage AreasProjected Annual Vacancies in Shortage Areas Statewide 2006Statewide 2006ndashndash17 and Total UH Output 200217 and Total UH Output 2002ndashndash0606
1222
317 315 414
332 434
0
300
600
900
1200
1500
Projected Vacancies
FY 2001ndash02 FY 2002ndash03 FY 2003ndash04 FY 2004ndash05 FY 2005ndash06
Projected Annual Vacancies UH Output
Teachers
Source Economic Modeling Specialist Inc (EMSI) April 2007 MAPS Degrees amp Certificates Earned FY 2002ndash06
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 22
Projected Annual Vacancies in Shortage AreasProjected Annual Vacancies in Shortage Areas Statewide 2006Statewide 2006ndashndash17 and Total UH Output 200217 and Total UH Output 2002ndashndash0606
Hospitality and Tourism
Source State of Hawaii Department of Labor and Industrial Relations Research amp Statistics Office Economic Modeling Specialist Inc (EMSI) June 2005 MAPS Degrees amp Certificates Earned FY 2002ndash06
150
335 305
81 57
215
73 50
188
90 62
176
104 85
181
101 90
164
0
100
200
300
400
FY02 FY03 FY04 FY05 FY06 FY02 FY03 FY04 FY05 FY06 FY02 FY03 FY04 FY05 FY06Proj Vac
Proj Vac
Proj Vac
Middle Managers (TIM BS)
Hospitality (CC)
Food Preparation Workers (CC)
Importance ofImportance of Returning AdultsReturning Adults
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 24
ProjectedProjected HawaiHawailsquolsquoii High School GraduatesHigh School Graduates 20072007ndashndash08 Through 201708 Through 2017ndashndash1818
13804 13517 13094 12834 12685 12333 12178 11461 11571 11216 11578
0
3000
6000
9000
12000
15000
2008 09 10 11 12 13 14 15 16 17 2018
Public Private
Source ldquoKnocking at the College Door Projections of High School Graduates by State Income and RaceEthnicity 1988 to 2018rdquo December 2003 WICHE
UHs Strategic Planning Overview 2005ndash09
ProjectProjected Change in Population ofed Change in Population of HawaHawaiilsquolsquoii by Age Group fby Age Group frrom 2000 to 2020om 2000 to 2020
99489
42449
15604
31747
7971 3701
75867
0
25000
50000
75000
100000
lt15 15ndash24 25ndash34 35ndash44 45ndash54 55ndash64 65+
Age
Source US Census Bureaursquos Population Projections and Census 2000 APP|Sep09 25
Population and GeographicPopulation and Geographic Disparity in EducationalDisparity in Educational
ServiceService
Wailsquoanae 120
Windward 215North
Shore 220
lsquoEwa 233
East Olsquoahu 192
Central Olsquoahu 296
UHs Strategic Planning Overview 2005ndash09
GoinGoingg RatRat ees to UH 2s to UH 2--YearYear CampusCampus eses by Geographiby Geographic Region Fall 2006c Region Fall 2006
UH 2-Year Going Rate = 215
Kaualsquoi 280
Maui 195
West EastHawailsquoi Hawailsquoi120 217
APP|Sep09 27
Wailsquoanae 28
Windward 57North
Shore 54
lsquoEwa 54
East Olsquoahu 155
Central Olsquoahu 123
UHs Strategic Planning Overview 2005ndash09
g RatGoinGoing Ratees to UH 4s to UH 4--YearYear CampusCampus eses by Geographiby Geographic Region Fall 2006c Region Fall 2006
UH 4-Year Going Rate = 106
Kaualsquoi 59
Maui 48
West EastHawailsquoi Hawailsquoi84 180
APP|Sep09 28
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Average SixAverage Six--Year Graduation and Retention RatesYear Graduation and Retention Rates Asian FilipAsian Filipino aino and Hnd Haawaiianwaiian
UH Mānoa (1990ndash1998) Cohorts
Average SixAverage Six--Year Graduation and Retention RatesYear Graduation and Retention Rates Asian Filipino and HAsian Filipino and Haawaiianwaiian
UH Hilo (1994ndash1998) Cohorts 100
80
60
40
20
0
78 76 80
62
52
77
59
Benchmark Peer Chinese Filipino Hawaiian Japanese Other Asian
100
80
60
40
20
0
51 44 42 44
33 37 35
Benchmark Peer Chinese Filipino Hawaiian Japanese Other Asian
Graduated Still Enrolled Graduated Still Enrolled Note First-time full-time degree-seeking freshmen fall 1990ndash1998 cohorts as of 2004
Though US Office of Management and Budget (OMB) federal reporting standards on race and ethnicity have changed recently they previously defined the Asian or Pacific Islander category to include Native Hawaiians and other Pacific Islanders Available
Note First-time full-time degree-seeking freshmen fall 1994ndash1998 cohorts as of 2004 Though US Office of Management and Budget (OMB) federal reporting standards on race and ethnicity have changed recently they previously defined the Asian or Pacific Islander category to include Native Hawaiians and other Pacific Islanders Available
APP|Sep09 data can only be aggregated as shown here
Source Consortium for Student Retention Data Exchange Surverys 29 APP|Sep09 data can only be aggregated as shown here
Source Consortium for Student Retention Data Exchange Surverys 30
Shift in Revenue Source forShift in Revenue Source for Public Higher EducationPublic Higher Education
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 32
Net General Funds amp Tuition RevenuesNet General Funds amp Tuition Revenues
$283 $282 $273 $260 $278 $285 $293 $287 $311 $313 $375 $383
$40 $52 $59 $62 $66 $65 $72 $79
$89 $96
$101 $118
12 15 18 19 19 19 20 22
22 23
21 24
$0
$100
$200
$300
$400
$500
$600
FY96 FY97 FY98 FY99 FY00 FY01 FY02 FY03 FY04 FY05 FY06 FY07
Net General Funds Tuition amp Fees
Tuition Share
Note GF does NOT include fringe benefits debt service and risk management
Millions
UHs Strategic Planning Overview 2005ndash09
HawaiHawailsquolsquoiirsquorsquoss Higher EducHigher Education Needsation Needs
1 Increase the educational capital of the state
2 Expand workforce development
3 Diversify the economy
4 Address underserved populations regions
5 Renew and expand infrastructure
APP|Sep09 33
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 34
University ofUniversity of HawaiHawailsquolsquoii System PlanningSystem Planning
Institutional Mission
UH System
Plan
Biennium Budget Request
Budget Implementation
PLAN
bull Campus Strategic Plans bull Campus Facilities Plans bull Major Policies bull Specialized Programs and Plans
bull Biennium Priorities bull Operating amp CIP
Budget Objectives
DO
CHECKACT
Biennium and Ongoing Planning and Accountability
bull Biennium Planning Assumptions and Budget Hearings
bull Biennium Report on PerformanceBenchmarks and Institutional Effectiveness
bull Program Reviews and Health Indicators
bull Accreditation Reviews
State Needs
UHs Strategic Planning Overview 2005ndash09
Strategic Plan Five Goals
Resources and Stewardship
Investment in Faculty Staff
Students and Their Environment
A Model Local Regional and
Global University
A Learning Research
and Service Network
Educational Effectiveness and Student Success
UHs Strategic Planning Overview 2005ndash09
Revisiting the Strategic Plan
bull Do the goals of the University of Hawailsquoi System Strategic Plan need to be revised or updated
bull Do we need new or revised action strategies
bull How will we know when we have met our goals Can we identify specific targets and timelines for our action strategies
University of Hawailsquoi System Strategic Plan 2002ndash2010APP|Sep09 35 APP|Sep09 36
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Evaluate Current Plan Goals and Objectives
bull Worksheet exercise ndash keep throw out or revise ndash Identify measurable outcomes
bull Compiled results from 18 meetings (gt350 people attended fall 07ndashspr 08) and online discussion board
APP|Sep09 37
Strategic Plan Update Sessions What We LearnedmdashMost Frequent Observations
bull Current plan describes broad importantgoals but is vague
bull Campus actions are mixed with systemplan
bull System strategic plan should speak tostate workforce economic needs and benefits to local residents
bull System strategic plan should targetimproved access retention and success
APP|Sep09
UHs Strategic Planning Overview 2005ndash09
Summary of Meetings Spring 2008
bull Strategic outcomes amp performance indicators bull 19 meetings bull UH community legislators external
community
SERVINSERVING THE STATE OG THE STATE OFF HH AAWAIWAIlsquolsquoII
UH System Strategic Outcomes andUH System Strategic Outcomes and Performance Measures 2008Performance Measures 2008ndashndash20152015
APP|Sep09 39
38
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Degree Attainment of Native Hawaiians at UH GOAL INCREASE 6ndash9 PER YEAR
Strategic Outcome Native Hawaiian Educational Attainment
To position the University of Hawailsquoi as one of the worldrsquos foremost indigenous-serving universities by supporting the access and success of Native Hawaiians
1500
1200
900
600
300
0
880 960 933
979 989 1058
1132 1223
1320
1439
Goal Actual Goal Actual
2008 2009 2010 2011 2012 2013 2014 2015
Fiscal Year
Undergraduate Graduate
APP|Sep09 41 Source UH Institutional Research Office for actual data APP|Sep09
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 44
UH Degrees amp Certificates of Achievement Earned GOAL INCREASE 3ndash6 PER YEAR
7835 7996 8070 8084 8312 8645 8990 9440
9912 10507
0
3000
6000
9000
12000
2010 2011 2012 2013 2014 2015
Fiscal Year
Mānoa Hilo West Olsquoahu Community Colleges Note Projections based on percentage increases every two years (FY09ndashFY10 = 3 FY11ndashFY12 = 4 FY13ndashFY14 = 5 FY15 = 6) Source UH Institutional Research Office for actual data
2008 2009
Goal Actual Goal Actual
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Hawailsquoirsquos Educational Capital
To increase the educational capital of the state by increasing the participation and completion of students particularly Native Hawaiians low-income students and those from underserved regions
APP|Sep09 43
42
0
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Disbursement of PELL Grants GOAL INCREASE 5 PER YEAR
Number of Recipients $ million
Going Rates of Public and Private High Schools UH System GOAL INCREASE 3 PER YEAR
11701 12000
8316 8732
9168 9627
10108 10614
11144
8670
9769
$217 $228
$240 $252
$264 $277
$291 $306
$227
$284
Goal Actual Goal Actual
$40
$30 9000
$20 6000
$10 3000
$0
50
40
30
20
10
0
346 356 367 378 389 401 413 426
378
Goal Actual
2008 2009 2010 2011 2012 2013 2014 2015 2008 2009 2010 2011 2012 2013 2014 2015 Academic Year
Fall Semester
APP|Sep09
Number of PELL Recipients Total PELL Disbursed
Notes AY09 figures are preliminary Average amount awarded AY04 $2471 AY05 $2488 AY06 $2437 AY07 $2477 AY08 $2614 AY09 $2906 Source Office of Student Affairs for actual data 45 APP|Sep09
Notes The going rate is the percentage of Hawailsquoi high school graduates entering the University of Hawailsquoi without delay upon graduation from high school Fall 2009 data available December 2009
Source UH Institutional Research Office for actual data 46
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Economic Contribution
To contribute to the statersquos economy and provide a solid return on its investment in higher education through research and training
UHs Strategic Planning Overview 2005ndash09
UH Extramural Fund Support GOAL INCREASE 3 PER YEAR
$ million 500
400
300
200
100
0
339 368
349
414
359 370 381 393 404 417
Actual Goal Actual Goal
2008 2009 2010 2011 2012 2013 2014 2015 Fiscal Year
Research Non-Research
Note Non-research includes training instrumentation building improvements conferences centers boat operations art and dance performances etc APP|Sep09 Source Office of Research Services for actual data APP|Sep09 47 48
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Patents Invention Disclosures and Licenses Strategic OutcomeGOAL INCREASE 5ndash15 PER YEAR
70
60
50
40
30
20
10
0 Goal Actual Goal Actual 2010 2011 2012 2013 2014 2015
2008 2009 Fiscal Year
Invention Disclosures Received US Patents Issued LicenseOption Agreements Executed
Notes Projections Invention disclosures received = 5 US patents issued = 10 licenseoption agreements executed = 15 APP|Sep09 Source Office of Technology Transfer and Economic Development (OTTED) for actual data 49
UHs Strategic Planning Overview 2005ndash09
UH Degrees in STEM Fields GOAL INCREASE 3 PER YEAR
Globally Competitive Workforce
Address critical workforce shortages and prepare students (undergraduate graduate and professional) for effective engagement and leadership in a global environment
APP|Sep09
UHs Strategic Planning Overview 2005ndash09
Projected Annual Vacancies in Shortage Areas Statewide 2006ndash17 and Total UH Output 2008ndash09
2400 GOAL INCREASE 5 PER YEAR 1500
2000
1200 1600
900 1200
600800
400 300
0 0
1682 1724 1732 1733 1784 1838 1893 1950 2008 2069
Actual Goal Actual Goal
1222
487
297 335389
310 204
518
355
101124129 7478 69
2008 2009 2010 2011 2012 2013 2014 2015 Teachers Nurses (RN) ComputingIT Social Workers Hospitality (CC) Fiscal Year (Bachelors) (MSW)
AssociateCertificate Bachelors Masters Doctoral1st Professional Projected Annual Vacancies Goal (FY 2014ndash15) UH Output (FY 2008ndash09) Notes The UH System defines its STEM majors for its strategic outcomeperformance measure goal as those included in the
following Classification of Instructional Program (CIP) categories 01 03 11 14 15 26 27 40 and 51 Note Annual teacher vacancies has been revised since May 2008 Goals have been revised since May 2008 Source Economic Modeling Specialist Inc (EMSI) April 2007
APP|Sep09 Source UH Institutional Research Office for actual data 51 APP|Sep09 52UH Institutional Research Office for actual data
50
Goal
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Resources and Stewardship
To acquire allocate and manage public and private revenue streams and exercise exemplary stewardship over all of the Universityrsquos resources for a sustainable future
APP|Sep09 53
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 54
Annual Investment Required to Eliminate Deferred Maintenance Backlog by 2015
Note Goals have been revised since May 2008 Source The Facilities Renewal Reinvestment Study by the Pacific Partners Consulting Group April 2009
368
307
246
184
123
61
0 0
50
100
150
200
250
300
350
400
2009 2010 2011 2012 2013 2014 2015
$ million
Effect on backlog Projected capital renewal Required to reduce backlog
Required annual $61m investment
Projected capital renewal
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Funding Sources GOAL INCREASE NON-STATE REVENUE STREAMS For More Information 3ndash15 PER YEAR
$ million 971 Website wwwhawaiieduovpppuhplan
bull Strategic Outcomes and Performance Measures brochure
bull Dashboards brochure
2008 2009 2010 2011 2012 2013 2014 2015 Fiscal Year
681 697 725 769
813 859
894 932
0
200
400
600
800
1000
Actual Goal
Federal Tuition amp Fees SalesServices Private Giving (UHF)
Notes Goals Federal increase 3 per year Tuition and Fees 5ndash15 SalesServices 5 Private Giving (UHF) increase to $50m by 2015 APP|Sep09 Source General Accounting and Loan Collection Office and UH Foundation for actual data 55 APP|Sep09 56
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Relative Need for Postsecondary Ed amp TrainingRelative Need for Postsecondary Ed amp TrainingPlanning ContextPlanning Context Based on ProjectedBased on Projected HawaiHawailsquolsquoii High School Graduates 2High School Graduates 2007007ndashndash20120188
163bull Population growth ( amp ) lsquoEwa
072WailsquoanaeState Average = -063bull High school graduation rates 007West Hawailsquoi
-049 East Hawailsquoibull Income -069 Maui
-074 East Olsquoahubull Workforce participation -080 Central Olsquoahu
-154 North Shorebull Educational attainment (ltHS -190 KaualsquoiHS bachelorrsquos)
-297 Windward
bull College going rate (2-yr 4-yr) -3 -2 -1 0 1 2
bull Job shortages (workforce needs) Very High Need High Need Medium Need Low Need
Note Percentages based on an average of annual changes from 2007 to 2018 UH IRO calculations based on DOE actual enrollments
APP|Sep09 5 APP|Sep09 FACTOR 3 6
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
ReRelalativtivee NeedNeed fofo r Por Postsestsecondacondaryry EdEd TraTrainining bing byy RegReg iionon Factors East Cent lsquoEwa Wai N Sh Win E HI W HI Mau Kau
Pop Growth () High Med Very High Low Low Low Med Med High Med
Pop Growth () Low Low Very High Low Low Low Med High Med Med
Proj HS Grad (Avg ) Med Med Very High High Low Low Med High Med Low
Income Low Med High Very High
Very High Med Very
High Med Med High
Workforce Particip High High Med High Very High High High Low Low Med
Ed Attain (ltHS Dipl) Low Med Med High Low Low High Very High High High
Ed Attain (HS Dipl) Low Low Med Very High High Med Med Med Med Med
Ed Attain (Bach) Low Low Med Very High High Low Med Med Med Med
Going Rates (2-Yr) High Low Med Very High Med Med Med Very
High High Low
Going Rates (4-Yr) Low Med Very High
Very High
Very High High Low High Very
High High
Skilled Workforce Needs
Very High
Very High
Very High
Very High
Very High
Very High
Very High
Very High
Very High
Very High
RELRELAATITIVEVE NENE EDED 3131 3131 5555 5959 4545 3131 4343 4949 4545 3939
Relative Need for Postsecondary Ed amp TrainingRelative Need for Postsecondary Ed amp Training 4 Cluster An4 Cluster Analyalyssisis
Wailsquoanae
lsquoEwa
West Hawailsquoi
Maui
North Shore
East Hawailsquoi
Kaualsquoi
Windward
Central Olsquoahu
East Olsquoahu
55
59
43
45
45
49
39
31
31
31
0 10 20 30 40 50 60 70
Very High Need High Need Medium Need Low Need
APP|Sep09 7 APP|Sep09 8
UHs Strategic Planning Overview 2005ndash09
What We Know Now That We DidnWhat We Know Now That We Didnrsquorsquot in 2002t in 2002
bull US Global competitiveness
bull Educational attainment of Hawailsquoi
bull Leaky educational pipeline
bull Gap in workforce supply and demand
bull Importance of returning adults
bull Population amp geographic disparity
bull Shift in revenue source for public higher education
APP|Sep09 9
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 11
Differences in College Attainment (Associate and Higher) byDifferences in College Attainment (Associate and Higher) by Age GroupAge GroupmdashmdashUS and Leading OECD Countries 2006US and Leading OECD Countries 2006
Source Organisation for Economic Co-operation and Development (OECD) Education at a Glance 2008 Table A13a wwwoecdorg
0
10
20
30
40
50
60
Canada Japan Korea New Zealand
Belgium Ireland Norway US
Age 25ndash34 Age 35ndash44 Age 45ndash54 Age 55ndash64
US Global CompetitivenessUS Global Competitiveness
Educational Attainment inEducational Attainment in HawaiHawailsquolsquoii
UHs Strategic Planning Overview 2005ndash09
Going RatGoing Ratees of Publs of Public and Private Hiic and Private High Schoolgh Schoolss UH System State ofUH System State of HawaiHawailsquolsquoii and the Nation and the Nation
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 13
Differences in College Attainment (Associate and Higher) byDifferences in College Attainment (Associate and Higher) by Age GroupAge GroupmdashmdashHawaiHawailsquolsquoii and Leading OECD Countries 2006and Leading OECD Countries 2006
0
10
20
30
40
50
60
Canada Japan Korea New Zealand
Belgium Ireland Norway Hawailsquoi
Age 25ndash34 Age 35ndash44 Age 45ndash54 Age 55ndash64
Note Hawailsquoi data based on a 2005ndash07 annual average Sources Organisation for Economic Co-operation and Development (OECD) Education at a Glance 2008 Table A13a wwwoecdorg
NCHEMS (Hawailsquoi data)
National Going Rates
60
55
50
45
40
35
30
25
65
463 Total Hawailsquoi Going Rates UH System Going Rates
Fall 2008 = 378
317
1970 1976 1982 1988 1994 2000 2006
Fall Semester Note The going rate is the percentage of Hawailsquoi high school graduates entering the University of Hawailsquoi without delay
upon graduation from high school As a former upper division institution UH West Olsquoahu is not included
APP|Sep09 Sources IRO (UH) NCES IPEDS (state) NCHEMS (national)
UHs Strategic Planning Overview 2005ndash09
Graduation Rates by Cohort UH UnitsGraduation Rates by Cohort UH Units Percent
80 UHM Bench 75
UHM Peer 69
60
UHH Bench 49
40 UHH Peer 40
20 UHCC Bench 17
0
UH Mānoa
UH Hilo
UH Community Colleges
Fall 1 Fall 2 Fall 3 Fall 4 Fall 5 Fall 6 Fall 7 Fall 8 Fall 9 Fall 10 Fall 11 Note Includes bachelorrsquos associate and certificates of achievement
For UH Mānoa and UH Hilo Fall 1 = 1992 cohort Fall 11 = 2002 cohort Completion within 6 years Benchpeer rates = 2001 cohort For UH Community Colleges Fall 1 = 1995 cohort Fall 11 = 2005 cohort Completion within 3 years Benchpeer rates = 2004 cohort UH West Olsquoahu data are excluded due to limited cohort years
APP|Sep09 15UHCC system has a benchmark group but no peer group
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 16
IsIs HawaiHawailsquolsquoii Benefiting from theBenefiting from the Migration of College GraduatesMigration of College Graduates Recent Annual Degree-Production and Migration Patterns
For Every 100 Associate Degrees Produced Annually in Hawailsquoihellip
For Every 100 Bachelorrsquos Degrees Produced Annually in Hawailsquoihellip
163 Associate Degree Holders (ages 22-64) Enter the State
A Net Gain of 56 Associate Degrees Per 100 Produced
107 Associate Degree Holders (ages 22-64) Leave the State
210 Bachelorrsquos Degree Holders (ages 22-64) Enter the State
A Net Gain of 39 Bachelorrsquos Degree Per 100 Produced
171 Bachelorrsquos Degree Holders (ages 22-64) Leave the State
Note Migration and degree production data based on 2005ndash07 annual average Source NCHEMS
14
UHs Strategic Planning Overview 2005ndash09
HawaiHawailsquolsquoii and the Nationand the Nationrsquorsquos Pipeline 2006s Pipeline 2006 Success Rate Per 100 Ninth Graders at Each Transition Point 2006 US and Hawailsquoi
Leaky Educational PipelineLeaky Educational Pipeline
100
80
60
40
20
0
86
60
42
30
69
42
28
20
68
40
24
12
Percent
Graduate from High Enter College Enroll Sophomore Graduate On Time School Year
Best Performing State US Average Hawailsquoi
Notes Data from 2006 ldquoGraduate on timerdquo is defined as within three years for an associate degree and six years for a baccalaureate degree For more detailed information see wwwhigheredinfoorg
APP|Sep09 Source The NCHEMS Information Center for State Higher Education Policymaking and Analysis 2008
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 19
HawaiHawailsquolsquoii Public High School Graduates Enrolled in RemedialPublic High School Graduates Enrolled in Remedial andor Developmental Classes at UHCC Fall 2006andor Developmental Classes at UHCC Fall 2006
615 748
1074 910
900 931
25892589
0
1000
2000
3000
English Math
Remedial Developmental College-level (Transferable)
Note Duplicated headcount
(348) (360)
(289)
(351)(415)
(238)
Gap BetweenGap Between Workforce Supply andWorkforce Supply and
DemandDemand
18
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 21
Projected Annual Vacancies in Shortage AreasProjected Annual Vacancies in Shortage Areas Statewide 2006Statewide 2006ndashndash17 and Total UH Output 200217 and Total UH Output 2002ndashndash0606
1222
317 315 414
332 434
0
300
600
900
1200
1500
Projected Vacancies
FY 2001ndash02 FY 2002ndash03 FY 2003ndash04 FY 2004ndash05 FY 2005ndash06
Projected Annual Vacancies UH Output
Teachers
Source Economic Modeling Specialist Inc (EMSI) April 2007 MAPS Degrees amp Certificates Earned FY 2002ndash06
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 22
Projected Annual Vacancies in Shortage AreasProjected Annual Vacancies in Shortage Areas Statewide 2006Statewide 2006ndashndash17 and Total UH Output 200217 and Total UH Output 2002ndashndash0606
Hospitality and Tourism
Source State of Hawaii Department of Labor and Industrial Relations Research amp Statistics Office Economic Modeling Specialist Inc (EMSI) June 2005 MAPS Degrees amp Certificates Earned FY 2002ndash06
150
335 305
81 57
215
73 50
188
90 62
176
104 85
181
101 90
164
0
100
200
300
400
FY02 FY03 FY04 FY05 FY06 FY02 FY03 FY04 FY05 FY06 FY02 FY03 FY04 FY05 FY06Proj Vac
Proj Vac
Proj Vac
Middle Managers (TIM BS)
Hospitality (CC)
Food Preparation Workers (CC)
Importance ofImportance of Returning AdultsReturning Adults
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 24
ProjectedProjected HawaiHawailsquolsquoii High School GraduatesHigh School Graduates 20072007ndashndash08 Through 201708 Through 2017ndashndash1818
13804 13517 13094 12834 12685 12333 12178 11461 11571 11216 11578
0
3000
6000
9000
12000
15000
2008 09 10 11 12 13 14 15 16 17 2018
Public Private
Source ldquoKnocking at the College Door Projections of High School Graduates by State Income and RaceEthnicity 1988 to 2018rdquo December 2003 WICHE
UHs Strategic Planning Overview 2005ndash09
ProjectProjected Change in Population ofed Change in Population of HawaHawaiilsquolsquoii by Age Group fby Age Group frrom 2000 to 2020om 2000 to 2020
99489
42449
15604
31747
7971 3701
75867
0
25000
50000
75000
100000
lt15 15ndash24 25ndash34 35ndash44 45ndash54 55ndash64 65+
Age
Source US Census Bureaursquos Population Projections and Census 2000 APP|Sep09 25
Population and GeographicPopulation and Geographic Disparity in EducationalDisparity in Educational
ServiceService
Wailsquoanae 120
Windward 215North
Shore 220
lsquoEwa 233
East Olsquoahu 192
Central Olsquoahu 296
UHs Strategic Planning Overview 2005ndash09
GoinGoingg RatRat ees to UH 2s to UH 2--YearYear CampusCampus eses by Geographiby Geographic Region Fall 2006c Region Fall 2006
UH 2-Year Going Rate = 215
Kaualsquoi 280
Maui 195
West EastHawailsquoi Hawailsquoi120 217
APP|Sep09 27
Wailsquoanae 28
Windward 57North
Shore 54
lsquoEwa 54
East Olsquoahu 155
Central Olsquoahu 123
UHs Strategic Planning Overview 2005ndash09
g RatGoinGoing Ratees to UH 4s to UH 4--YearYear CampusCampus eses by Geographiby Geographic Region Fall 2006c Region Fall 2006
UH 4-Year Going Rate = 106
Kaualsquoi 59
Maui 48
West EastHawailsquoi Hawailsquoi84 180
APP|Sep09 28
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Average SixAverage Six--Year Graduation and Retention RatesYear Graduation and Retention Rates Asian FilipAsian Filipino aino and Hnd Haawaiianwaiian
UH Mānoa (1990ndash1998) Cohorts
Average SixAverage Six--Year Graduation and Retention RatesYear Graduation and Retention Rates Asian Filipino and HAsian Filipino and Haawaiianwaiian
UH Hilo (1994ndash1998) Cohorts 100
80
60
40
20
0
78 76 80
62
52
77
59
Benchmark Peer Chinese Filipino Hawaiian Japanese Other Asian
100
80
60
40
20
0
51 44 42 44
33 37 35
Benchmark Peer Chinese Filipino Hawaiian Japanese Other Asian
Graduated Still Enrolled Graduated Still Enrolled Note First-time full-time degree-seeking freshmen fall 1990ndash1998 cohorts as of 2004
Though US Office of Management and Budget (OMB) federal reporting standards on race and ethnicity have changed recently they previously defined the Asian or Pacific Islander category to include Native Hawaiians and other Pacific Islanders Available
Note First-time full-time degree-seeking freshmen fall 1994ndash1998 cohorts as of 2004 Though US Office of Management and Budget (OMB) federal reporting standards on race and ethnicity have changed recently they previously defined the Asian or Pacific Islander category to include Native Hawaiians and other Pacific Islanders Available
APP|Sep09 data can only be aggregated as shown here
Source Consortium for Student Retention Data Exchange Surverys 29 APP|Sep09 data can only be aggregated as shown here
Source Consortium for Student Retention Data Exchange Surverys 30
Shift in Revenue Source forShift in Revenue Source for Public Higher EducationPublic Higher Education
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 32
Net General Funds amp Tuition RevenuesNet General Funds amp Tuition Revenues
$283 $282 $273 $260 $278 $285 $293 $287 $311 $313 $375 $383
$40 $52 $59 $62 $66 $65 $72 $79
$89 $96
$101 $118
12 15 18 19 19 19 20 22
22 23
21 24
$0
$100
$200
$300
$400
$500
$600
FY96 FY97 FY98 FY99 FY00 FY01 FY02 FY03 FY04 FY05 FY06 FY07
Net General Funds Tuition amp Fees
Tuition Share
Note GF does NOT include fringe benefits debt service and risk management
Millions
UHs Strategic Planning Overview 2005ndash09
HawaiHawailsquolsquoiirsquorsquoss Higher EducHigher Education Needsation Needs
1 Increase the educational capital of the state
2 Expand workforce development
3 Diversify the economy
4 Address underserved populations regions
5 Renew and expand infrastructure
APP|Sep09 33
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 34
University ofUniversity of HawaiHawailsquolsquoii System PlanningSystem Planning
Institutional Mission
UH System
Plan
Biennium Budget Request
Budget Implementation
PLAN
bull Campus Strategic Plans bull Campus Facilities Plans bull Major Policies bull Specialized Programs and Plans
bull Biennium Priorities bull Operating amp CIP
Budget Objectives
DO
CHECKACT
Biennium and Ongoing Planning and Accountability
bull Biennium Planning Assumptions and Budget Hearings
bull Biennium Report on PerformanceBenchmarks and Institutional Effectiveness
bull Program Reviews and Health Indicators
bull Accreditation Reviews
State Needs
UHs Strategic Planning Overview 2005ndash09
Strategic Plan Five Goals
Resources and Stewardship
Investment in Faculty Staff
Students and Their Environment
A Model Local Regional and
Global University
A Learning Research
and Service Network
Educational Effectiveness and Student Success
UHs Strategic Planning Overview 2005ndash09
Revisiting the Strategic Plan
bull Do the goals of the University of Hawailsquoi System Strategic Plan need to be revised or updated
bull Do we need new or revised action strategies
bull How will we know when we have met our goals Can we identify specific targets and timelines for our action strategies
University of Hawailsquoi System Strategic Plan 2002ndash2010APP|Sep09 35 APP|Sep09 36
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Evaluate Current Plan Goals and Objectives
bull Worksheet exercise ndash keep throw out or revise ndash Identify measurable outcomes
bull Compiled results from 18 meetings (gt350 people attended fall 07ndashspr 08) and online discussion board
APP|Sep09 37
Strategic Plan Update Sessions What We LearnedmdashMost Frequent Observations
bull Current plan describes broad importantgoals but is vague
bull Campus actions are mixed with systemplan
bull System strategic plan should speak tostate workforce economic needs and benefits to local residents
bull System strategic plan should targetimproved access retention and success
APP|Sep09
UHs Strategic Planning Overview 2005ndash09
Summary of Meetings Spring 2008
bull Strategic outcomes amp performance indicators bull 19 meetings bull UH community legislators external
community
SERVINSERVING THE STATE OG THE STATE OFF HH AAWAIWAIlsquolsquoII
UH System Strategic Outcomes andUH System Strategic Outcomes and Performance Measures 2008Performance Measures 2008ndashndash20152015
APP|Sep09 39
38
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Degree Attainment of Native Hawaiians at UH GOAL INCREASE 6ndash9 PER YEAR
Strategic Outcome Native Hawaiian Educational Attainment
To position the University of Hawailsquoi as one of the worldrsquos foremost indigenous-serving universities by supporting the access and success of Native Hawaiians
1500
1200
900
600
300
0
880 960 933
979 989 1058
1132 1223
1320
1439
Goal Actual Goal Actual
2008 2009 2010 2011 2012 2013 2014 2015
Fiscal Year
Undergraduate Graduate
APP|Sep09 41 Source UH Institutional Research Office for actual data APP|Sep09
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 44
UH Degrees amp Certificates of Achievement Earned GOAL INCREASE 3ndash6 PER YEAR
7835 7996 8070 8084 8312 8645 8990 9440
9912 10507
0
3000
6000
9000
12000
2010 2011 2012 2013 2014 2015
Fiscal Year
Mānoa Hilo West Olsquoahu Community Colleges Note Projections based on percentage increases every two years (FY09ndashFY10 = 3 FY11ndashFY12 = 4 FY13ndashFY14 = 5 FY15 = 6) Source UH Institutional Research Office for actual data
2008 2009
Goal Actual Goal Actual
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Hawailsquoirsquos Educational Capital
To increase the educational capital of the state by increasing the participation and completion of students particularly Native Hawaiians low-income students and those from underserved regions
APP|Sep09 43
42
0
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Disbursement of PELL Grants GOAL INCREASE 5 PER YEAR
Number of Recipients $ million
Going Rates of Public and Private High Schools UH System GOAL INCREASE 3 PER YEAR
11701 12000
8316 8732
9168 9627
10108 10614
11144
8670
9769
$217 $228
$240 $252
$264 $277
$291 $306
$227
$284
Goal Actual Goal Actual
$40
$30 9000
$20 6000
$10 3000
$0
50
40
30
20
10
0
346 356 367 378 389 401 413 426
378
Goal Actual
2008 2009 2010 2011 2012 2013 2014 2015 2008 2009 2010 2011 2012 2013 2014 2015 Academic Year
Fall Semester
APP|Sep09
Number of PELL Recipients Total PELL Disbursed
Notes AY09 figures are preliminary Average amount awarded AY04 $2471 AY05 $2488 AY06 $2437 AY07 $2477 AY08 $2614 AY09 $2906 Source Office of Student Affairs for actual data 45 APP|Sep09
Notes The going rate is the percentage of Hawailsquoi high school graduates entering the University of Hawailsquoi without delay upon graduation from high school Fall 2009 data available December 2009
Source UH Institutional Research Office for actual data 46
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Economic Contribution
To contribute to the statersquos economy and provide a solid return on its investment in higher education through research and training
UHs Strategic Planning Overview 2005ndash09
UH Extramural Fund Support GOAL INCREASE 3 PER YEAR
$ million 500
400
300
200
100
0
339 368
349
414
359 370 381 393 404 417
Actual Goal Actual Goal
2008 2009 2010 2011 2012 2013 2014 2015 Fiscal Year
Research Non-Research
Note Non-research includes training instrumentation building improvements conferences centers boat operations art and dance performances etc APP|Sep09 Source Office of Research Services for actual data APP|Sep09 47 48
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Patents Invention Disclosures and Licenses Strategic OutcomeGOAL INCREASE 5ndash15 PER YEAR
70
60
50
40
30
20
10
0 Goal Actual Goal Actual 2010 2011 2012 2013 2014 2015
2008 2009 Fiscal Year
Invention Disclosures Received US Patents Issued LicenseOption Agreements Executed
Notes Projections Invention disclosures received = 5 US patents issued = 10 licenseoption agreements executed = 15 APP|Sep09 Source Office of Technology Transfer and Economic Development (OTTED) for actual data 49
UHs Strategic Planning Overview 2005ndash09
UH Degrees in STEM Fields GOAL INCREASE 3 PER YEAR
Globally Competitive Workforce
Address critical workforce shortages and prepare students (undergraduate graduate and professional) for effective engagement and leadership in a global environment
APP|Sep09
UHs Strategic Planning Overview 2005ndash09
Projected Annual Vacancies in Shortage Areas Statewide 2006ndash17 and Total UH Output 2008ndash09
2400 GOAL INCREASE 5 PER YEAR 1500
2000
1200 1600
900 1200
600800
400 300
0 0
1682 1724 1732 1733 1784 1838 1893 1950 2008 2069
Actual Goal Actual Goal
1222
487
297 335389
310 204
518
355
101124129 7478 69
2008 2009 2010 2011 2012 2013 2014 2015 Teachers Nurses (RN) ComputingIT Social Workers Hospitality (CC) Fiscal Year (Bachelors) (MSW)
AssociateCertificate Bachelors Masters Doctoral1st Professional Projected Annual Vacancies Goal (FY 2014ndash15) UH Output (FY 2008ndash09) Notes The UH System defines its STEM majors for its strategic outcomeperformance measure goal as those included in the
following Classification of Instructional Program (CIP) categories 01 03 11 14 15 26 27 40 and 51 Note Annual teacher vacancies has been revised since May 2008 Goals have been revised since May 2008 Source Economic Modeling Specialist Inc (EMSI) April 2007
APP|Sep09 Source UH Institutional Research Office for actual data 51 APP|Sep09 52UH Institutional Research Office for actual data
50
Goal
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Resources and Stewardship
To acquire allocate and manage public and private revenue streams and exercise exemplary stewardship over all of the Universityrsquos resources for a sustainable future
APP|Sep09 53
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 54
Annual Investment Required to Eliminate Deferred Maintenance Backlog by 2015
Note Goals have been revised since May 2008 Source The Facilities Renewal Reinvestment Study by the Pacific Partners Consulting Group April 2009
368
307
246
184
123
61
0 0
50
100
150
200
250
300
350
400
2009 2010 2011 2012 2013 2014 2015
$ million
Effect on backlog Projected capital renewal Required to reduce backlog
Required annual $61m investment
Projected capital renewal
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Funding Sources GOAL INCREASE NON-STATE REVENUE STREAMS For More Information 3ndash15 PER YEAR
$ million 971 Website wwwhawaiieduovpppuhplan
bull Strategic Outcomes and Performance Measures brochure
bull Dashboards brochure
2008 2009 2010 2011 2012 2013 2014 2015 Fiscal Year
681 697 725 769
813 859
894 932
0
200
400
600
800
1000
Actual Goal
Federal Tuition amp Fees SalesServices Private Giving (UHF)
Notes Goals Federal increase 3 per year Tuition and Fees 5ndash15 SalesServices 5 Private Giving (UHF) increase to $50m by 2015 APP|Sep09 Source General Accounting and Loan Collection Office and UH Foundation for actual data 55 APP|Sep09 56
UHs Strategic Planning Overview 2005ndash09
What We Know Now That We DidnWhat We Know Now That We Didnrsquorsquot in 2002t in 2002
bull US Global competitiveness
bull Educational attainment of Hawailsquoi
bull Leaky educational pipeline
bull Gap in workforce supply and demand
bull Importance of returning adults
bull Population amp geographic disparity
bull Shift in revenue source for public higher education
APP|Sep09 9
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 11
Differences in College Attainment (Associate and Higher) byDifferences in College Attainment (Associate and Higher) by Age GroupAge GroupmdashmdashUS and Leading OECD Countries 2006US and Leading OECD Countries 2006
Source Organisation for Economic Co-operation and Development (OECD) Education at a Glance 2008 Table A13a wwwoecdorg
0
10
20
30
40
50
60
Canada Japan Korea New Zealand
Belgium Ireland Norway US
Age 25ndash34 Age 35ndash44 Age 45ndash54 Age 55ndash64
US Global CompetitivenessUS Global Competitiveness
Educational Attainment inEducational Attainment in HawaiHawailsquolsquoii
UHs Strategic Planning Overview 2005ndash09
Going RatGoing Ratees of Publs of Public and Private Hiic and Private High Schoolgh Schoolss UH System State ofUH System State of HawaiHawailsquolsquoii and the Nation and the Nation
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 13
Differences in College Attainment (Associate and Higher) byDifferences in College Attainment (Associate and Higher) by Age GroupAge GroupmdashmdashHawaiHawailsquolsquoii and Leading OECD Countries 2006and Leading OECD Countries 2006
0
10
20
30
40
50
60
Canada Japan Korea New Zealand
Belgium Ireland Norway Hawailsquoi
Age 25ndash34 Age 35ndash44 Age 45ndash54 Age 55ndash64
Note Hawailsquoi data based on a 2005ndash07 annual average Sources Organisation for Economic Co-operation and Development (OECD) Education at a Glance 2008 Table A13a wwwoecdorg
NCHEMS (Hawailsquoi data)
National Going Rates
60
55
50
45
40
35
30
25
65
463 Total Hawailsquoi Going Rates UH System Going Rates
Fall 2008 = 378
317
1970 1976 1982 1988 1994 2000 2006
Fall Semester Note The going rate is the percentage of Hawailsquoi high school graduates entering the University of Hawailsquoi without delay
upon graduation from high school As a former upper division institution UH West Olsquoahu is not included
APP|Sep09 Sources IRO (UH) NCES IPEDS (state) NCHEMS (national)
UHs Strategic Planning Overview 2005ndash09
Graduation Rates by Cohort UH UnitsGraduation Rates by Cohort UH Units Percent
80 UHM Bench 75
UHM Peer 69
60
UHH Bench 49
40 UHH Peer 40
20 UHCC Bench 17
0
UH Mānoa
UH Hilo
UH Community Colleges
Fall 1 Fall 2 Fall 3 Fall 4 Fall 5 Fall 6 Fall 7 Fall 8 Fall 9 Fall 10 Fall 11 Note Includes bachelorrsquos associate and certificates of achievement
For UH Mānoa and UH Hilo Fall 1 = 1992 cohort Fall 11 = 2002 cohort Completion within 6 years Benchpeer rates = 2001 cohort For UH Community Colleges Fall 1 = 1995 cohort Fall 11 = 2005 cohort Completion within 3 years Benchpeer rates = 2004 cohort UH West Olsquoahu data are excluded due to limited cohort years
APP|Sep09 15UHCC system has a benchmark group but no peer group
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 16
IsIs HawaiHawailsquolsquoii Benefiting from theBenefiting from the Migration of College GraduatesMigration of College Graduates Recent Annual Degree-Production and Migration Patterns
For Every 100 Associate Degrees Produced Annually in Hawailsquoihellip
For Every 100 Bachelorrsquos Degrees Produced Annually in Hawailsquoihellip
163 Associate Degree Holders (ages 22-64) Enter the State
A Net Gain of 56 Associate Degrees Per 100 Produced
107 Associate Degree Holders (ages 22-64) Leave the State
210 Bachelorrsquos Degree Holders (ages 22-64) Enter the State
A Net Gain of 39 Bachelorrsquos Degree Per 100 Produced
171 Bachelorrsquos Degree Holders (ages 22-64) Leave the State
Note Migration and degree production data based on 2005ndash07 annual average Source NCHEMS
14
UHs Strategic Planning Overview 2005ndash09
HawaiHawailsquolsquoii and the Nationand the Nationrsquorsquos Pipeline 2006s Pipeline 2006 Success Rate Per 100 Ninth Graders at Each Transition Point 2006 US and Hawailsquoi
Leaky Educational PipelineLeaky Educational Pipeline
100
80
60
40
20
0
86
60
42
30
69
42
28
20
68
40
24
12
Percent
Graduate from High Enter College Enroll Sophomore Graduate On Time School Year
Best Performing State US Average Hawailsquoi
Notes Data from 2006 ldquoGraduate on timerdquo is defined as within three years for an associate degree and six years for a baccalaureate degree For more detailed information see wwwhigheredinfoorg
APP|Sep09 Source The NCHEMS Information Center for State Higher Education Policymaking and Analysis 2008
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 19
HawaiHawailsquolsquoii Public High School Graduates Enrolled in RemedialPublic High School Graduates Enrolled in Remedial andor Developmental Classes at UHCC Fall 2006andor Developmental Classes at UHCC Fall 2006
615 748
1074 910
900 931
25892589
0
1000
2000
3000
English Math
Remedial Developmental College-level (Transferable)
Note Duplicated headcount
(348) (360)
(289)
(351)(415)
(238)
Gap BetweenGap Between Workforce Supply andWorkforce Supply and
DemandDemand
18
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 21
Projected Annual Vacancies in Shortage AreasProjected Annual Vacancies in Shortage Areas Statewide 2006Statewide 2006ndashndash17 and Total UH Output 200217 and Total UH Output 2002ndashndash0606
1222
317 315 414
332 434
0
300
600
900
1200
1500
Projected Vacancies
FY 2001ndash02 FY 2002ndash03 FY 2003ndash04 FY 2004ndash05 FY 2005ndash06
Projected Annual Vacancies UH Output
Teachers
Source Economic Modeling Specialist Inc (EMSI) April 2007 MAPS Degrees amp Certificates Earned FY 2002ndash06
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 22
Projected Annual Vacancies in Shortage AreasProjected Annual Vacancies in Shortage Areas Statewide 2006Statewide 2006ndashndash17 and Total UH Output 200217 and Total UH Output 2002ndashndash0606
Hospitality and Tourism
Source State of Hawaii Department of Labor and Industrial Relations Research amp Statistics Office Economic Modeling Specialist Inc (EMSI) June 2005 MAPS Degrees amp Certificates Earned FY 2002ndash06
150
335 305
81 57
215
73 50
188
90 62
176
104 85
181
101 90
164
0
100
200
300
400
FY02 FY03 FY04 FY05 FY06 FY02 FY03 FY04 FY05 FY06 FY02 FY03 FY04 FY05 FY06Proj Vac
Proj Vac
Proj Vac
Middle Managers (TIM BS)
Hospitality (CC)
Food Preparation Workers (CC)
Importance ofImportance of Returning AdultsReturning Adults
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 24
ProjectedProjected HawaiHawailsquolsquoii High School GraduatesHigh School Graduates 20072007ndashndash08 Through 201708 Through 2017ndashndash1818
13804 13517 13094 12834 12685 12333 12178 11461 11571 11216 11578
0
3000
6000
9000
12000
15000
2008 09 10 11 12 13 14 15 16 17 2018
Public Private
Source ldquoKnocking at the College Door Projections of High School Graduates by State Income and RaceEthnicity 1988 to 2018rdquo December 2003 WICHE
UHs Strategic Planning Overview 2005ndash09
ProjectProjected Change in Population ofed Change in Population of HawaHawaiilsquolsquoii by Age Group fby Age Group frrom 2000 to 2020om 2000 to 2020
99489
42449
15604
31747
7971 3701
75867
0
25000
50000
75000
100000
lt15 15ndash24 25ndash34 35ndash44 45ndash54 55ndash64 65+
Age
Source US Census Bureaursquos Population Projections and Census 2000 APP|Sep09 25
Population and GeographicPopulation and Geographic Disparity in EducationalDisparity in Educational
ServiceService
Wailsquoanae 120
Windward 215North
Shore 220
lsquoEwa 233
East Olsquoahu 192
Central Olsquoahu 296
UHs Strategic Planning Overview 2005ndash09
GoinGoingg RatRat ees to UH 2s to UH 2--YearYear CampusCampus eses by Geographiby Geographic Region Fall 2006c Region Fall 2006
UH 2-Year Going Rate = 215
Kaualsquoi 280
Maui 195
West EastHawailsquoi Hawailsquoi120 217
APP|Sep09 27
Wailsquoanae 28
Windward 57North
Shore 54
lsquoEwa 54
East Olsquoahu 155
Central Olsquoahu 123
UHs Strategic Planning Overview 2005ndash09
g RatGoinGoing Ratees to UH 4s to UH 4--YearYear CampusCampus eses by Geographiby Geographic Region Fall 2006c Region Fall 2006
UH 4-Year Going Rate = 106
Kaualsquoi 59
Maui 48
West EastHawailsquoi Hawailsquoi84 180
APP|Sep09 28
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Average SixAverage Six--Year Graduation and Retention RatesYear Graduation and Retention Rates Asian FilipAsian Filipino aino and Hnd Haawaiianwaiian
UH Mānoa (1990ndash1998) Cohorts
Average SixAverage Six--Year Graduation and Retention RatesYear Graduation and Retention Rates Asian Filipino and HAsian Filipino and Haawaiianwaiian
UH Hilo (1994ndash1998) Cohorts 100
80
60
40
20
0
78 76 80
62
52
77
59
Benchmark Peer Chinese Filipino Hawaiian Japanese Other Asian
100
80
60
40
20
0
51 44 42 44
33 37 35
Benchmark Peer Chinese Filipino Hawaiian Japanese Other Asian
Graduated Still Enrolled Graduated Still Enrolled Note First-time full-time degree-seeking freshmen fall 1990ndash1998 cohorts as of 2004
Though US Office of Management and Budget (OMB) federal reporting standards on race and ethnicity have changed recently they previously defined the Asian or Pacific Islander category to include Native Hawaiians and other Pacific Islanders Available
Note First-time full-time degree-seeking freshmen fall 1994ndash1998 cohorts as of 2004 Though US Office of Management and Budget (OMB) federal reporting standards on race and ethnicity have changed recently they previously defined the Asian or Pacific Islander category to include Native Hawaiians and other Pacific Islanders Available
APP|Sep09 data can only be aggregated as shown here
Source Consortium for Student Retention Data Exchange Surverys 29 APP|Sep09 data can only be aggregated as shown here
Source Consortium for Student Retention Data Exchange Surverys 30
Shift in Revenue Source forShift in Revenue Source for Public Higher EducationPublic Higher Education
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 32
Net General Funds amp Tuition RevenuesNet General Funds amp Tuition Revenues
$283 $282 $273 $260 $278 $285 $293 $287 $311 $313 $375 $383
$40 $52 $59 $62 $66 $65 $72 $79
$89 $96
$101 $118
12 15 18 19 19 19 20 22
22 23
21 24
$0
$100
$200
$300
$400
$500
$600
FY96 FY97 FY98 FY99 FY00 FY01 FY02 FY03 FY04 FY05 FY06 FY07
Net General Funds Tuition amp Fees
Tuition Share
Note GF does NOT include fringe benefits debt service and risk management
Millions
UHs Strategic Planning Overview 2005ndash09
HawaiHawailsquolsquoiirsquorsquoss Higher EducHigher Education Needsation Needs
1 Increase the educational capital of the state
2 Expand workforce development
3 Diversify the economy
4 Address underserved populations regions
5 Renew and expand infrastructure
APP|Sep09 33
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 34
University ofUniversity of HawaiHawailsquolsquoii System PlanningSystem Planning
Institutional Mission
UH System
Plan
Biennium Budget Request
Budget Implementation
PLAN
bull Campus Strategic Plans bull Campus Facilities Plans bull Major Policies bull Specialized Programs and Plans
bull Biennium Priorities bull Operating amp CIP
Budget Objectives
DO
CHECKACT
Biennium and Ongoing Planning and Accountability
bull Biennium Planning Assumptions and Budget Hearings
bull Biennium Report on PerformanceBenchmarks and Institutional Effectiveness
bull Program Reviews and Health Indicators
bull Accreditation Reviews
State Needs
UHs Strategic Planning Overview 2005ndash09
Strategic Plan Five Goals
Resources and Stewardship
Investment in Faculty Staff
Students and Their Environment
A Model Local Regional and
Global University
A Learning Research
and Service Network
Educational Effectiveness and Student Success
UHs Strategic Planning Overview 2005ndash09
Revisiting the Strategic Plan
bull Do the goals of the University of Hawailsquoi System Strategic Plan need to be revised or updated
bull Do we need new or revised action strategies
bull How will we know when we have met our goals Can we identify specific targets and timelines for our action strategies
University of Hawailsquoi System Strategic Plan 2002ndash2010APP|Sep09 35 APP|Sep09 36
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Evaluate Current Plan Goals and Objectives
bull Worksheet exercise ndash keep throw out or revise ndash Identify measurable outcomes
bull Compiled results from 18 meetings (gt350 people attended fall 07ndashspr 08) and online discussion board
APP|Sep09 37
Strategic Plan Update Sessions What We LearnedmdashMost Frequent Observations
bull Current plan describes broad importantgoals but is vague
bull Campus actions are mixed with systemplan
bull System strategic plan should speak tostate workforce economic needs and benefits to local residents
bull System strategic plan should targetimproved access retention and success
APP|Sep09
UHs Strategic Planning Overview 2005ndash09
Summary of Meetings Spring 2008
bull Strategic outcomes amp performance indicators bull 19 meetings bull UH community legislators external
community
SERVINSERVING THE STATE OG THE STATE OFF HH AAWAIWAIlsquolsquoII
UH System Strategic Outcomes andUH System Strategic Outcomes and Performance Measures 2008Performance Measures 2008ndashndash20152015
APP|Sep09 39
38
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Degree Attainment of Native Hawaiians at UH GOAL INCREASE 6ndash9 PER YEAR
Strategic Outcome Native Hawaiian Educational Attainment
To position the University of Hawailsquoi as one of the worldrsquos foremost indigenous-serving universities by supporting the access and success of Native Hawaiians
1500
1200
900
600
300
0
880 960 933
979 989 1058
1132 1223
1320
1439
Goal Actual Goal Actual
2008 2009 2010 2011 2012 2013 2014 2015
Fiscal Year
Undergraduate Graduate
APP|Sep09 41 Source UH Institutional Research Office for actual data APP|Sep09
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 44
UH Degrees amp Certificates of Achievement Earned GOAL INCREASE 3ndash6 PER YEAR
7835 7996 8070 8084 8312 8645 8990 9440
9912 10507
0
3000
6000
9000
12000
2010 2011 2012 2013 2014 2015
Fiscal Year
Mānoa Hilo West Olsquoahu Community Colleges Note Projections based on percentage increases every two years (FY09ndashFY10 = 3 FY11ndashFY12 = 4 FY13ndashFY14 = 5 FY15 = 6) Source UH Institutional Research Office for actual data
2008 2009
Goal Actual Goal Actual
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Hawailsquoirsquos Educational Capital
To increase the educational capital of the state by increasing the participation and completion of students particularly Native Hawaiians low-income students and those from underserved regions
APP|Sep09 43
42
0
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Disbursement of PELL Grants GOAL INCREASE 5 PER YEAR
Number of Recipients $ million
Going Rates of Public and Private High Schools UH System GOAL INCREASE 3 PER YEAR
11701 12000
8316 8732
9168 9627
10108 10614
11144
8670
9769
$217 $228
$240 $252
$264 $277
$291 $306
$227
$284
Goal Actual Goal Actual
$40
$30 9000
$20 6000
$10 3000
$0
50
40
30
20
10
0
346 356 367 378 389 401 413 426
378
Goal Actual
2008 2009 2010 2011 2012 2013 2014 2015 2008 2009 2010 2011 2012 2013 2014 2015 Academic Year
Fall Semester
APP|Sep09
Number of PELL Recipients Total PELL Disbursed
Notes AY09 figures are preliminary Average amount awarded AY04 $2471 AY05 $2488 AY06 $2437 AY07 $2477 AY08 $2614 AY09 $2906 Source Office of Student Affairs for actual data 45 APP|Sep09
Notes The going rate is the percentage of Hawailsquoi high school graduates entering the University of Hawailsquoi without delay upon graduation from high school Fall 2009 data available December 2009
Source UH Institutional Research Office for actual data 46
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Economic Contribution
To contribute to the statersquos economy and provide a solid return on its investment in higher education through research and training
UHs Strategic Planning Overview 2005ndash09
UH Extramural Fund Support GOAL INCREASE 3 PER YEAR
$ million 500
400
300
200
100
0
339 368
349
414
359 370 381 393 404 417
Actual Goal Actual Goal
2008 2009 2010 2011 2012 2013 2014 2015 Fiscal Year
Research Non-Research
Note Non-research includes training instrumentation building improvements conferences centers boat operations art and dance performances etc APP|Sep09 Source Office of Research Services for actual data APP|Sep09 47 48
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Patents Invention Disclosures and Licenses Strategic OutcomeGOAL INCREASE 5ndash15 PER YEAR
70
60
50
40
30
20
10
0 Goal Actual Goal Actual 2010 2011 2012 2013 2014 2015
2008 2009 Fiscal Year
Invention Disclosures Received US Patents Issued LicenseOption Agreements Executed
Notes Projections Invention disclosures received = 5 US patents issued = 10 licenseoption agreements executed = 15 APP|Sep09 Source Office of Technology Transfer and Economic Development (OTTED) for actual data 49
UHs Strategic Planning Overview 2005ndash09
UH Degrees in STEM Fields GOAL INCREASE 3 PER YEAR
Globally Competitive Workforce
Address critical workforce shortages and prepare students (undergraduate graduate and professional) for effective engagement and leadership in a global environment
APP|Sep09
UHs Strategic Planning Overview 2005ndash09
Projected Annual Vacancies in Shortage Areas Statewide 2006ndash17 and Total UH Output 2008ndash09
2400 GOAL INCREASE 5 PER YEAR 1500
2000
1200 1600
900 1200
600800
400 300
0 0
1682 1724 1732 1733 1784 1838 1893 1950 2008 2069
Actual Goal Actual Goal
1222
487
297 335389
310 204
518
355
101124129 7478 69
2008 2009 2010 2011 2012 2013 2014 2015 Teachers Nurses (RN) ComputingIT Social Workers Hospitality (CC) Fiscal Year (Bachelors) (MSW)
AssociateCertificate Bachelors Masters Doctoral1st Professional Projected Annual Vacancies Goal (FY 2014ndash15) UH Output (FY 2008ndash09) Notes The UH System defines its STEM majors for its strategic outcomeperformance measure goal as those included in the
following Classification of Instructional Program (CIP) categories 01 03 11 14 15 26 27 40 and 51 Note Annual teacher vacancies has been revised since May 2008 Goals have been revised since May 2008 Source Economic Modeling Specialist Inc (EMSI) April 2007
APP|Sep09 Source UH Institutional Research Office for actual data 51 APP|Sep09 52UH Institutional Research Office for actual data
50
Goal
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Resources and Stewardship
To acquire allocate and manage public and private revenue streams and exercise exemplary stewardship over all of the Universityrsquos resources for a sustainable future
APP|Sep09 53
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 54
Annual Investment Required to Eliminate Deferred Maintenance Backlog by 2015
Note Goals have been revised since May 2008 Source The Facilities Renewal Reinvestment Study by the Pacific Partners Consulting Group April 2009
368
307
246
184
123
61
0 0
50
100
150
200
250
300
350
400
2009 2010 2011 2012 2013 2014 2015
$ million
Effect on backlog Projected capital renewal Required to reduce backlog
Required annual $61m investment
Projected capital renewal
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Funding Sources GOAL INCREASE NON-STATE REVENUE STREAMS For More Information 3ndash15 PER YEAR
$ million 971 Website wwwhawaiieduovpppuhplan
bull Strategic Outcomes and Performance Measures brochure
bull Dashboards brochure
2008 2009 2010 2011 2012 2013 2014 2015 Fiscal Year
681 697 725 769
813 859
894 932
0
200
400
600
800
1000
Actual Goal
Federal Tuition amp Fees SalesServices Private Giving (UHF)
Notes Goals Federal increase 3 per year Tuition and Fees 5ndash15 SalesServices 5 Private Giving (UHF) increase to $50m by 2015 APP|Sep09 Source General Accounting and Loan Collection Office and UH Foundation for actual data 55 APP|Sep09 56
UHs Strategic Planning Overview 2005ndash09
Going RatGoing Ratees of Publs of Public and Private Hiic and Private High Schoolgh Schoolss UH System State ofUH System State of HawaiHawailsquolsquoii and the Nation and the Nation
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 13
Differences in College Attainment (Associate and Higher) byDifferences in College Attainment (Associate and Higher) by Age GroupAge GroupmdashmdashHawaiHawailsquolsquoii and Leading OECD Countries 2006and Leading OECD Countries 2006
0
10
20
30
40
50
60
Canada Japan Korea New Zealand
Belgium Ireland Norway Hawailsquoi
Age 25ndash34 Age 35ndash44 Age 45ndash54 Age 55ndash64
Note Hawailsquoi data based on a 2005ndash07 annual average Sources Organisation for Economic Co-operation and Development (OECD) Education at a Glance 2008 Table A13a wwwoecdorg
NCHEMS (Hawailsquoi data)
National Going Rates
60
55
50
45
40
35
30
25
65
463 Total Hawailsquoi Going Rates UH System Going Rates
Fall 2008 = 378
317
1970 1976 1982 1988 1994 2000 2006
Fall Semester Note The going rate is the percentage of Hawailsquoi high school graduates entering the University of Hawailsquoi without delay
upon graduation from high school As a former upper division institution UH West Olsquoahu is not included
APP|Sep09 Sources IRO (UH) NCES IPEDS (state) NCHEMS (national)
UHs Strategic Planning Overview 2005ndash09
Graduation Rates by Cohort UH UnitsGraduation Rates by Cohort UH Units Percent
80 UHM Bench 75
UHM Peer 69
60
UHH Bench 49
40 UHH Peer 40
20 UHCC Bench 17
0
UH Mānoa
UH Hilo
UH Community Colleges
Fall 1 Fall 2 Fall 3 Fall 4 Fall 5 Fall 6 Fall 7 Fall 8 Fall 9 Fall 10 Fall 11 Note Includes bachelorrsquos associate and certificates of achievement
For UH Mānoa and UH Hilo Fall 1 = 1992 cohort Fall 11 = 2002 cohort Completion within 6 years Benchpeer rates = 2001 cohort For UH Community Colleges Fall 1 = 1995 cohort Fall 11 = 2005 cohort Completion within 3 years Benchpeer rates = 2004 cohort UH West Olsquoahu data are excluded due to limited cohort years
APP|Sep09 15UHCC system has a benchmark group but no peer group
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 16
IsIs HawaiHawailsquolsquoii Benefiting from theBenefiting from the Migration of College GraduatesMigration of College Graduates Recent Annual Degree-Production and Migration Patterns
For Every 100 Associate Degrees Produced Annually in Hawailsquoihellip
For Every 100 Bachelorrsquos Degrees Produced Annually in Hawailsquoihellip
163 Associate Degree Holders (ages 22-64) Enter the State
A Net Gain of 56 Associate Degrees Per 100 Produced
107 Associate Degree Holders (ages 22-64) Leave the State
210 Bachelorrsquos Degree Holders (ages 22-64) Enter the State
A Net Gain of 39 Bachelorrsquos Degree Per 100 Produced
171 Bachelorrsquos Degree Holders (ages 22-64) Leave the State
Note Migration and degree production data based on 2005ndash07 annual average Source NCHEMS
14
UHs Strategic Planning Overview 2005ndash09
HawaiHawailsquolsquoii and the Nationand the Nationrsquorsquos Pipeline 2006s Pipeline 2006 Success Rate Per 100 Ninth Graders at Each Transition Point 2006 US and Hawailsquoi
Leaky Educational PipelineLeaky Educational Pipeline
100
80
60
40
20
0
86
60
42
30
69
42
28
20
68
40
24
12
Percent
Graduate from High Enter College Enroll Sophomore Graduate On Time School Year
Best Performing State US Average Hawailsquoi
Notes Data from 2006 ldquoGraduate on timerdquo is defined as within three years for an associate degree and six years for a baccalaureate degree For more detailed information see wwwhigheredinfoorg
APP|Sep09 Source The NCHEMS Information Center for State Higher Education Policymaking and Analysis 2008
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 19
HawaiHawailsquolsquoii Public High School Graduates Enrolled in RemedialPublic High School Graduates Enrolled in Remedial andor Developmental Classes at UHCC Fall 2006andor Developmental Classes at UHCC Fall 2006
615 748
1074 910
900 931
25892589
0
1000
2000
3000
English Math
Remedial Developmental College-level (Transferable)
Note Duplicated headcount
(348) (360)
(289)
(351)(415)
(238)
Gap BetweenGap Between Workforce Supply andWorkforce Supply and
DemandDemand
18
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 21
Projected Annual Vacancies in Shortage AreasProjected Annual Vacancies in Shortage Areas Statewide 2006Statewide 2006ndashndash17 and Total UH Output 200217 and Total UH Output 2002ndashndash0606
1222
317 315 414
332 434
0
300
600
900
1200
1500
Projected Vacancies
FY 2001ndash02 FY 2002ndash03 FY 2003ndash04 FY 2004ndash05 FY 2005ndash06
Projected Annual Vacancies UH Output
Teachers
Source Economic Modeling Specialist Inc (EMSI) April 2007 MAPS Degrees amp Certificates Earned FY 2002ndash06
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 22
Projected Annual Vacancies in Shortage AreasProjected Annual Vacancies in Shortage Areas Statewide 2006Statewide 2006ndashndash17 and Total UH Output 200217 and Total UH Output 2002ndashndash0606
Hospitality and Tourism
Source State of Hawaii Department of Labor and Industrial Relations Research amp Statistics Office Economic Modeling Specialist Inc (EMSI) June 2005 MAPS Degrees amp Certificates Earned FY 2002ndash06
150
335 305
81 57
215
73 50
188
90 62
176
104 85
181
101 90
164
0
100
200
300
400
FY02 FY03 FY04 FY05 FY06 FY02 FY03 FY04 FY05 FY06 FY02 FY03 FY04 FY05 FY06Proj Vac
Proj Vac
Proj Vac
Middle Managers (TIM BS)
Hospitality (CC)
Food Preparation Workers (CC)
Importance ofImportance of Returning AdultsReturning Adults
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 24
ProjectedProjected HawaiHawailsquolsquoii High School GraduatesHigh School Graduates 20072007ndashndash08 Through 201708 Through 2017ndashndash1818
13804 13517 13094 12834 12685 12333 12178 11461 11571 11216 11578
0
3000
6000
9000
12000
15000
2008 09 10 11 12 13 14 15 16 17 2018
Public Private
Source ldquoKnocking at the College Door Projections of High School Graduates by State Income and RaceEthnicity 1988 to 2018rdquo December 2003 WICHE
UHs Strategic Planning Overview 2005ndash09
ProjectProjected Change in Population ofed Change in Population of HawaHawaiilsquolsquoii by Age Group fby Age Group frrom 2000 to 2020om 2000 to 2020
99489
42449
15604
31747
7971 3701
75867
0
25000
50000
75000
100000
lt15 15ndash24 25ndash34 35ndash44 45ndash54 55ndash64 65+
Age
Source US Census Bureaursquos Population Projections and Census 2000 APP|Sep09 25
Population and GeographicPopulation and Geographic Disparity in EducationalDisparity in Educational
ServiceService
Wailsquoanae 120
Windward 215North
Shore 220
lsquoEwa 233
East Olsquoahu 192
Central Olsquoahu 296
UHs Strategic Planning Overview 2005ndash09
GoinGoingg RatRat ees to UH 2s to UH 2--YearYear CampusCampus eses by Geographiby Geographic Region Fall 2006c Region Fall 2006
UH 2-Year Going Rate = 215
Kaualsquoi 280
Maui 195
West EastHawailsquoi Hawailsquoi120 217
APP|Sep09 27
Wailsquoanae 28
Windward 57North
Shore 54
lsquoEwa 54
East Olsquoahu 155
Central Olsquoahu 123
UHs Strategic Planning Overview 2005ndash09
g RatGoinGoing Ratees to UH 4s to UH 4--YearYear CampusCampus eses by Geographiby Geographic Region Fall 2006c Region Fall 2006
UH 4-Year Going Rate = 106
Kaualsquoi 59
Maui 48
West EastHawailsquoi Hawailsquoi84 180
APP|Sep09 28
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Average SixAverage Six--Year Graduation and Retention RatesYear Graduation and Retention Rates Asian FilipAsian Filipino aino and Hnd Haawaiianwaiian
UH Mānoa (1990ndash1998) Cohorts
Average SixAverage Six--Year Graduation and Retention RatesYear Graduation and Retention Rates Asian Filipino and HAsian Filipino and Haawaiianwaiian
UH Hilo (1994ndash1998) Cohorts 100
80
60
40
20
0
78 76 80
62
52
77
59
Benchmark Peer Chinese Filipino Hawaiian Japanese Other Asian
100
80
60
40
20
0
51 44 42 44
33 37 35
Benchmark Peer Chinese Filipino Hawaiian Japanese Other Asian
Graduated Still Enrolled Graduated Still Enrolled Note First-time full-time degree-seeking freshmen fall 1990ndash1998 cohorts as of 2004
Though US Office of Management and Budget (OMB) federal reporting standards on race and ethnicity have changed recently they previously defined the Asian or Pacific Islander category to include Native Hawaiians and other Pacific Islanders Available
Note First-time full-time degree-seeking freshmen fall 1994ndash1998 cohorts as of 2004 Though US Office of Management and Budget (OMB) federal reporting standards on race and ethnicity have changed recently they previously defined the Asian or Pacific Islander category to include Native Hawaiians and other Pacific Islanders Available
APP|Sep09 data can only be aggregated as shown here
Source Consortium for Student Retention Data Exchange Surverys 29 APP|Sep09 data can only be aggregated as shown here
Source Consortium for Student Retention Data Exchange Surverys 30
Shift in Revenue Source forShift in Revenue Source for Public Higher EducationPublic Higher Education
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 32
Net General Funds amp Tuition RevenuesNet General Funds amp Tuition Revenues
$283 $282 $273 $260 $278 $285 $293 $287 $311 $313 $375 $383
$40 $52 $59 $62 $66 $65 $72 $79
$89 $96
$101 $118
12 15 18 19 19 19 20 22
22 23
21 24
$0
$100
$200
$300
$400
$500
$600
FY96 FY97 FY98 FY99 FY00 FY01 FY02 FY03 FY04 FY05 FY06 FY07
Net General Funds Tuition amp Fees
Tuition Share
Note GF does NOT include fringe benefits debt service and risk management
Millions
UHs Strategic Planning Overview 2005ndash09
HawaiHawailsquolsquoiirsquorsquoss Higher EducHigher Education Needsation Needs
1 Increase the educational capital of the state
2 Expand workforce development
3 Diversify the economy
4 Address underserved populations regions
5 Renew and expand infrastructure
APP|Sep09 33
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 34
University ofUniversity of HawaiHawailsquolsquoii System PlanningSystem Planning
Institutional Mission
UH System
Plan
Biennium Budget Request
Budget Implementation
PLAN
bull Campus Strategic Plans bull Campus Facilities Plans bull Major Policies bull Specialized Programs and Plans
bull Biennium Priorities bull Operating amp CIP
Budget Objectives
DO
CHECKACT
Biennium and Ongoing Planning and Accountability
bull Biennium Planning Assumptions and Budget Hearings
bull Biennium Report on PerformanceBenchmarks and Institutional Effectiveness
bull Program Reviews and Health Indicators
bull Accreditation Reviews
State Needs
UHs Strategic Planning Overview 2005ndash09
Strategic Plan Five Goals
Resources and Stewardship
Investment in Faculty Staff
Students and Their Environment
A Model Local Regional and
Global University
A Learning Research
and Service Network
Educational Effectiveness and Student Success
UHs Strategic Planning Overview 2005ndash09
Revisiting the Strategic Plan
bull Do the goals of the University of Hawailsquoi System Strategic Plan need to be revised or updated
bull Do we need new or revised action strategies
bull How will we know when we have met our goals Can we identify specific targets and timelines for our action strategies
University of Hawailsquoi System Strategic Plan 2002ndash2010APP|Sep09 35 APP|Sep09 36
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Evaluate Current Plan Goals and Objectives
bull Worksheet exercise ndash keep throw out or revise ndash Identify measurable outcomes
bull Compiled results from 18 meetings (gt350 people attended fall 07ndashspr 08) and online discussion board
APP|Sep09 37
Strategic Plan Update Sessions What We LearnedmdashMost Frequent Observations
bull Current plan describes broad importantgoals but is vague
bull Campus actions are mixed with systemplan
bull System strategic plan should speak tostate workforce economic needs and benefits to local residents
bull System strategic plan should targetimproved access retention and success
APP|Sep09
UHs Strategic Planning Overview 2005ndash09
Summary of Meetings Spring 2008
bull Strategic outcomes amp performance indicators bull 19 meetings bull UH community legislators external
community
SERVINSERVING THE STATE OG THE STATE OFF HH AAWAIWAIlsquolsquoII
UH System Strategic Outcomes andUH System Strategic Outcomes and Performance Measures 2008Performance Measures 2008ndashndash20152015
APP|Sep09 39
38
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Degree Attainment of Native Hawaiians at UH GOAL INCREASE 6ndash9 PER YEAR
Strategic Outcome Native Hawaiian Educational Attainment
To position the University of Hawailsquoi as one of the worldrsquos foremost indigenous-serving universities by supporting the access and success of Native Hawaiians
1500
1200
900
600
300
0
880 960 933
979 989 1058
1132 1223
1320
1439
Goal Actual Goal Actual
2008 2009 2010 2011 2012 2013 2014 2015
Fiscal Year
Undergraduate Graduate
APP|Sep09 41 Source UH Institutional Research Office for actual data APP|Sep09
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 44
UH Degrees amp Certificates of Achievement Earned GOAL INCREASE 3ndash6 PER YEAR
7835 7996 8070 8084 8312 8645 8990 9440
9912 10507
0
3000
6000
9000
12000
2010 2011 2012 2013 2014 2015
Fiscal Year
Mānoa Hilo West Olsquoahu Community Colleges Note Projections based on percentage increases every two years (FY09ndashFY10 = 3 FY11ndashFY12 = 4 FY13ndashFY14 = 5 FY15 = 6) Source UH Institutional Research Office for actual data
2008 2009
Goal Actual Goal Actual
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Hawailsquoirsquos Educational Capital
To increase the educational capital of the state by increasing the participation and completion of students particularly Native Hawaiians low-income students and those from underserved regions
APP|Sep09 43
42
0
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Disbursement of PELL Grants GOAL INCREASE 5 PER YEAR
Number of Recipients $ million
Going Rates of Public and Private High Schools UH System GOAL INCREASE 3 PER YEAR
11701 12000
8316 8732
9168 9627
10108 10614
11144
8670
9769
$217 $228
$240 $252
$264 $277
$291 $306
$227
$284
Goal Actual Goal Actual
$40
$30 9000
$20 6000
$10 3000
$0
50
40
30
20
10
0
346 356 367 378 389 401 413 426
378
Goal Actual
2008 2009 2010 2011 2012 2013 2014 2015 2008 2009 2010 2011 2012 2013 2014 2015 Academic Year
Fall Semester
APP|Sep09
Number of PELL Recipients Total PELL Disbursed
Notes AY09 figures are preliminary Average amount awarded AY04 $2471 AY05 $2488 AY06 $2437 AY07 $2477 AY08 $2614 AY09 $2906 Source Office of Student Affairs for actual data 45 APP|Sep09
Notes The going rate is the percentage of Hawailsquoi high school graduates entering the University of Hawailsquoi without delay upon graduation from high school Fall 2009 data available December 2009
Source UH Institutional Research Office for actual data 46
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Economic Contribution
To contribute to the statersquos economy and provide a solid return on its investment in higher education through research and training
UHs Strategic Planning Overview 2005ndash09
UH Extramural Fund Support GOAL INCREASE 3 PER YEAR
$ million 500
400
300
200
100
0
339 368
349
414
359 370 381 393 404 417
Actual Goal Actual Goal
2008 2009 2010 2011 2012 2013 2014 2015 Fiscal Year
Research Non-Research
Note Non-research includes training instrumentation building improvements conferences centers boat operations art and dance performances etc APP|Sep09 Source Office of Research Services for actual data APP|Sep09 47 48
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Patents Invention Disclosures and Licenses Strategic OutcomeGOAL INCREASE 5ndash15 PER YEAR
70
60
50
40
30
20
10
0 Goal Actual Goal Actual 2010 2011 2012 2013 2014 2015
2008 2009 Fiscal Year
Invention Disclosures Received US Patents Issued LicenseOption Agreements Executed
Notes Projections Invention disclosures received = 5 US patents issued = 10 licenseoption agreements executed = 15 APP|Sep09 Source Office of Technology Transfer and Economic Development (OTTED) for actual data 49
UHs Strategic Planning Overview 2005ndash09
UH Degrees in STEM Fields GOAL INCREASE 3 PER YEAR
Globally Competitive Workforce
Address critical workforce shortages and prepare students (undergraduate graduate and professional) for effective engagement and leadership in a global environment
APP|Sep09
UHs Strategic Planning Overview 2005ndash09
Projected Annual Vacancies in Shortage Areas Statewide 2006ndash17 and Total UH Output 2008ndash09
2400 GOAL INCREASE 5 PER YEAR 1500
2000
1200 1600
900 1200
600800
400 300
0 0
1682 1724 1732 1733 1784 1838 1893 1950 2008 2069
Actual Goal Actual Goal
1222
487
297 335389
310 204
518
355
101124129 7478 69
2008 2009 2010 2011 2012 2013 2014 2015 Teachers Nurses (RN) ComputingIT Social Workers Hospitality (CC) Fiscal Year (Bachelors) (MSW)
AssociateCertificate Bachelors Masters Doctoral1st Professional Projected Annual Vacancies Goal (FY 2014ndash15) UH Output (FY 2008ndash09) Notes The UH System defines its STEM majors for its strategic outcomeperformance measure goal as those included in the
following Classification of Instructional Program (CIP) categories 01 03 11 14 15 26 27 40 and 51 Note Annual teacher vacancies has been revised since May 2008 Goals have been revised since May 2008 Source Economic Modeling Specialist Inc (EMSI) April 2007
APP|Sep09 Source UH Institutional Research Office for actual data 51 APP|Sep09 52UH Institutional Research Office for actual data
50
Goal
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Resources and Stewardship
To acquire allocate and manage public and private revenue streams and exercise exemplary stewardship over all of the Universityrsquos resources for a sustainable future
APP|Sep09 53
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 54
Annual Investment Required to Eliminate Deferred Maintenance Backlog by 2015
Note Goals have been revised since May 2008 Source The Facilities Renewal Reinvestment Study by the Pacific Partners Consulting Group April 2009
368
307
246
184
123
61
0 0
50
100
150
200
250
300
350
400
2009 2010 2011 2012 2013 2014 2015
$ million
Effect on backlog Projected capital renewal Required to reduce backlog
Required annual $61m investment
Projected capital renewal
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Funding Sources GOAL INCREASE NON-STATE REVENUE STREAMS For More Information 3ndash15 PER YEAR
$ million 971 Website wwwhawaiieduovpppuhplan
bull Strategic Outcomes and Performance Measures brochure
bull Dashboards brochure
2008 2009 2010 2011 2012 2013 2014 2015 Fiscal Year
681 697 725 769
813 859
894 932
0
200
400
600
800
1000
Actual Goal
Federal Tuition amp Fees SalesServices Private Giving (UHF)
Notes Goals Federal increase 3 per year Tuition and Fees 5ndash15 SalesServices 5 Private Giving (UHF) increase to $50m by 2015 APP|Sep09 Source General Accounting and Loan Collection Office and UH Foundation for actual data 55 APP|Sep09 56
UHs Strategic Planning Overview 2005ndash09
HawaiHawailsquolsquoii and the Nationand the Nationrsquorsquos Pipeline 2006s Pipeline 2006 Success Rate Per 100 Ninth Graders at Each Transition Point 2006 US and Hawailsquoi
Leaky Educational PipelineLeaky Educational Pipeline
100
80
60
40
20
0
86
60
42
30
69
42
28
20
68
40
24
12
Percent
Graduate from High Enter College Enroll Sophomore Graduate On Time School Year
Best Performing State US Average Hawailsquoi
Notes Data from 2006 ldquoGraduate on timerdquo is defined as within three years for an associate degree and six years for a baccalaureate degree For more detailed information see wwwhigheredinfoorg
APP|Sep09 Source The NCHEMS Information Center for State Higher Education Policymaking and Analysis 2008
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 19
HawaiHawailsquolsquoii Public High School Graduates Enrolled in RemedialPublic High School Graduates Enrolled in Remedial andor Developmental Classes at UHCC Fall 2006andor Developmental Classes at UHCC Fall 2006
615 748
1074 910
900 931
25892589
0
1000
2000
3000
English Math
Remedial Developmental College-level (Transferable)
Note Duplicated headcount
(348) (360)
(289)
(351)(415)
(238)
Gap BetweenGap Between Workforce Supply andWorkforce Supply and
DemandDemand
18
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 21
Projected Annual Vacancies in Shortage AreasProjected Annual Vacancies in Shortage Areas Statewide 2006Statewide 2006ndashndash17 and Total UH Output 200217 and Total UH Output 2002ndashndash0606
1222
317 315 414
332 434
0
300
600
900
1200
1500
Projected Vacancies
FY 2001ndash02 FY 2002ndash03 FY 2003ndash04 FY 2004ndash05 FY 2005ndash06
Projected Annual Vacancies UH Output
Teachers
Source Economic Modeling Specialist Inc (EMSI) April 2007 MAPS Degrees amp Certificates Earned FY 2002ndash06
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 22
Projected Annual Vacancies in Shortage AreasProjected Annual Vacancies in Shortage Areas Statewide 2006Statewide 2006ndashndash17 and Total UH Output 200217 and Total UH Output 2002ndashndash0606
Hospitality and Tourism
Source State of Hawaii Department of Labor and Industrial Relations Research amp Statistics Office Economic Modeling Specialist Inc (EMSI) June 2005 MAPS Degrees amp Certificates Earned FY 2002ndash06
150
335 305
81 57
215
73 50
188
90 62
176
104 85
181
101 90
164
0
100
200
300
400
FY02 FY03 FY04 FY05 FY06 FY02 FY03 FY04 FY05 FY06 FY02 FY03 FY04 FY05 FY06Proj Vac
Proj Vac
Proj Vac
Middle Managers (TIM BS)
Hospitality (CC)
Food Preparation Workers (CC)
Importance ofImportance of Returning AdultsReturning Adults
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 24
ProjectedProjected HawaiHawailsquolsquoii High School GraduatesHigh School Graduates 20072007ndashndash08 Through 201708 Through 2017ndashndash1818
13804 13517 13094 12834 12685 12333 12178 11461 11571 11216 11578
0
3000
6000
9000
12000
15000
2008 09 10 11 12 13 14 15 16 17 2018
Public Private
Source ldquoKnocking at the College Door Projections of High School Graduates by State Income and RaceEthnicity 1988 to 2018rdquo December 2003 WICHE
UHs Strategic Planning Overview 2005ndash09
ProjectProjected Change in Population ofed Change in Population of HawaHawaiilsquolsquoii by Age Group fby Age Group frrom 2000 to 2020om 2000 to 2020
99489
42449
15604
31747
7971 3701
75867
0
25000
50000
75000
100000
lt15 15ndash24 25ndash34 35ndash44 45ndash54 55ndash64 65+
Age
Source US Census Bureaursquos Population Projections and Census 2000 APP|Sep09 25
Population and GeographicPopulation and Geographic Disparity in EducationalDisparity in Educational
ServiceService
Wailsquoanae 120
Windward 215North
Shore 220
lsquoEwa 233
East Olsquoahu 192
Central Olsquoahu 296
UHs Strategic Planning Overview 2005ndash09
GoinGoingg RatRat ees to UH 2s to UH 2--YearYear CampusCampus eses by Geographiby Geographic Region Fall 2006c Region Fall 2006
UH 2-Year Going Rate = 215
Kaualsquoi 280
Maui 195
West EastHawailsquoi Hawailsquoi120 217
APP|Sep09 27
Wailsquoanae 28
Windward 57North
Shore 54
lsquoEwa 54
East Olsquoahu 155
Central Olsquoahu 123
UHs Strategic Planning Overview 2005ndash09
g RatGoinGoing Ratees to UH 4s to UH 4--YearYear CampusCampus eses by Geographiby Geographic Region Fall 2006c Region Fall 2006
UH 4-Year Going Rate = 106
Kaualsquoi 59
Maui 48
West EastHawailsquoi Hawailsquoi84 180
APP|Sep09 28
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Average SixAverage Six--Year Graduation and Retention RatesYear Graduation and Retention Rates Asian FilipAsian Filipino aino and Hnd Haawaiianwaiian
UH Mānoa (1990ndash1998) Cohorts
Average SixAverage Six--Year Graduation and Retention RatesYear Graduation and Retention Rates Asian Filipino and HAsian Filipino and Haawaiianwaiian
UH Hilo (1994ndash1998) Cohorts 100
80
60
40
20
0
78 76 80
62
52
77
59
Benchmark Peer Chinese Filipino Hawaiian Japanese Other Asian
100
80
60
40
20
0
51 44 42 44
33 37 35
Benchmark Peer Chinese Filipino Hawaiian Japanese Other Asian
Graduated Still Enrolled Graduated Still Enrolled Note First-time full-time degree-seeking freshmen fall 1990ndash1998 cohorts as of 2004
Though US Office of Management and Budget (OMB) federal reporting standards on race and ethnicity have changed recently they previously defined the Asian or Pacific Islander category to include Native Hawaiians and other Pacific Islanders Available
Note First-time full-time degree-seeking freshmen fall 1994ndash1998 cohorts as of 2004 Though US Office of Management and Budget (OMB) federal reporting standards on race and ethnicity have changed recently they previously defined the Asian or Pacific Islander category to include Native Hawaiians and other Pacific Islanders Available
APP|Sep09 data can only be aggregated as shown here
Source Consortium for Student Retention Data Exchange Surverys 29 APP|Sep09 data can only be aggregated as shown here
Source Consortium for Student Retention Data Exchange Surverys 30
Shift in Revenue Source forShift in Revenue Source for Public Higher EducationPublic Higher Education
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 32
Net General Funds amp Tuition RevenuesNet General Funds amp Tuition Revenues
$283 $282 $273 $260 $278 $285 $293 $287 $311 $313 $375 $383
$40 $52 $59 $62 $66 $65 $72 $79
$89 $96
$101 $118
12 15 18 19 19 19 20 22
22 23
21 24
$0
$100
$200
$300
$400
$500
$600
FY96 FY97 FY98 FY99 FY00 FY01 FY02 FY03 FY04 FY05 FY06 FY07
Net General Funds Tuition amp Fees
Tuition Share
Note GF does NOT include fringe benefits debt service and risk management
Millions
UHs Strategic Planning Overview 2005ndash09
HawaiHawailsquolsquoiirsquorsquoss Higher EducHigher Education Needsation Needs
1 Increase the educational capital of the state
2 Expand workforce development
3 Diversify the economy
4 Address underserved populations regions
5 Renew and expand infrastructure
APP|Sep09 33
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 34
University ofUniversity of HawaiHawailsquolsquoii System PlanningSystem Planning
Institutional Mission
UH System
Plan
Biennium Budget Request
Budget Implementation
PLAN
bull Campus Strategic Plans bull Campus Facilities Plans bull Major Policies bull Specialized Programs and Plans
bull Biennium Priorities bull Operating amp CIP
Budget Objectives
DO
CHECKACT
Biennium and Ongoing Planning and Accountability
bull Biennium Planning Assumptions and Budget Hearings
bull Biennium Report on PerformanceBenchmarks and Institutional Effectiveness
bull Program Reviews and Health Indicators
bull Accreditation Reviews
State Needs
UHs Strategic Planning Overview 2005ndash09
Strategic Plan Five Goals
Resources and Stewardship
Investment in Faculty Staff
Students and Their Environment
A Model Local Regional and
Global University
A Learning Research
and Service Network
Educational Effectiveness and Student Success
UHs Strategic Planning Overview 2005ndash09
Revisiting the Strategic Plan
bull Do the goals of the University of Hawailsquoi System Strategic Plan need to be revised or updated
bull Do we need new or revised action strategies
bull How will we know when we have met our goals Can we identify specific targets and timelines for our action strategies
University of Hawailsquoi System Strategic Plan 2002ndash2010APP|Sep09 35 APP|Sep09 36
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Evaluate Current Plan Goals and Objectives
bull Worksheet exercise ndash keep throw out or revise ndash Identify measurable outcomes
bull Compiled results from 18 meetings (gt350 people attended fall 07ndashspr 08) and online discussion board
APP|Sep09 37
Strategic Plan Update Sessions What We LearnedmdashMost Frequent Observations
bull Current plan describes broad importantgoals but is vague
bull Campus actions are mixed with systemplan
bull System strategic plan should speak tostate workforce economic needs and benefits to local residents
bull System strategic plan should targetimproved access retention and success
APP|Sep09
UHs Strategic Planning Overview 2005ndash09
Summary of Meetings Spring 2008
bull Strategic outcomes amp performance indicators bull 19 meetings bull UH community legislators external
community
SERVINSERVING THE STATE OG THE STATE OFF HH AAWAIWAIlsquolsquoII
UH System Strategic Outcomes andUH System Strategic Outcomes and Performance Measures 2008Performance Measures 2008ndashndash20152015
APP|Sep09 39
38
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Degree Attainment of Native Hawaiians at UH GOAL INCREASE 6ndash9 PER YEAR
Strategic Outcome Native Hawaiian Educational Attainment
To position the University of Hawailsquoi as one of the worldrsquos foremost indigenous-serving universities by supporting the access and success of Native Hawaiians
1500
1200
900
600
300
0
880 960 933
979 989 1058
1132 1223
1320
1439
Goal Actual Goal Actual
2008 2009 2010 2011 2012 2013 2014 2015
Fiscal Year
Undergraduate Graduate
APP|Sep09 41 Source UH Institutional Research Office for actual data APP|Sep09
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 44
UH Degrees amp Certificates of Achievement Earned GOAL INCREASE 3ndash6 PER YEAR
7835 7996 8070 8084 8312 8645 8990 9440
9912 10507
0
3000
6000
9000
12000
2010 2011 2012 2013 2014 2015
Fiscal Year
Mānoa Hilo West Olsquoahu Community Colleges Note Projections based on percentage increases every two years (FY09ndashFY10 = 3 FY11ndashFY12 = 4 FY13ndashFY14 = 5 FY15 = 6) Source UH Institutional Research Office for actual data
2008 2009
Goal Actual Goal Actual
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Hawailsquoirsquos Educational Capital
To increase the educational capital of the state by increasing the participation and completion of students particularly Native Hawaiians low-income students and those from underserved regions
APP|Sep09 43
42
0
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Disbursement of PELL Grants GOAL INCREASE 5 PER YEAR
Number of Recipients $ million
Going Rates of Public and Private High Schools UH System GOAL INCREASE 3 PER YEAR
11701 12000
8316 8732
9168 9627
10108 10614
11144
8670
9769
$217 $228
$240 $252
$264 $277
$291 $306
$227
$284
Goal Actual Goal Actual
$40
$30 9000
$20 6000
$10 3000
$0
50
40
30
20
10
0
346 356 367 378 389 401 413 426
378
Goal Actual
2008 2009 2010 2011 2012 2013 2014 2015 2008 2009 2010 2011 2012 2013 2014 2015 Academic Year
Fall Semester
APP|Sep09
Number of PELL Recipients Total PELL Disbursed
Notes AY09 figures are preliminary Average amount awarded AY04 $2471 AY05 $2488 AY06 $2437 AY07 $2477 AY08 $2614 AY09 $2906 Source Office of Student Affairs for actual data 45 APP|Sep09
Notes The going rate is the percentage of Hawailsquoi high school graduates entering the University of Hawailsquoi without delay upon graduation from high school Fall 2009 data available December 2009
Source UH Institutional Research Office for actual data 46
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Economic Contribution
To contribute to the statersquos economy and provide a solid return on its investment in higher education through research and training
UHs Strategic Planning Overview 2005ndash09
UH Extramural Fund Support GOAL INCREASE 3 PER YEAR
$ million 500
400
300
200
100
0
339 368
349
414
359 370 381 393 404 417
Actual Goal Actual Goal
2008 2009 2010 2011 2012 2013 2014 2015 Fiscal Year
Research Non-Research
Note Non-research includes training instrumentation building improvements conferences centers boat operations art and dance performances etc APP|Sep09 Source Office of Research Services for actual data APP|Sep09 47 48
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Patents Invention Disclosures and Licenses Strategic OutcomeGOAL INCREASE 5ndash15 PER YEAR
70
60
50
40
30
20
10
0 Goal Actual Goal Actual 2010 2011 2012 2013 2014 2015
2008 2009 Fiscal Year
Invention Disclosures Received US Patents Issued LicenseOption Agreements Executed
Notes Projections Invention disclosures received = 5 US patents issued = 10 licenseoption agreements executed = 15 APP|Sep09 Source Office of Technology Transfer and Economic Development (OTTED) for actual data 49
UHs Strategic Planning Overview 2005ndash09
UH Degrees in STEM Fields GOAL INCREASE 3 PER YEAR
Globally Competitive Workforce
Address critical workforce shortages and prepare students (undergraduate graduate and professional) for effective engagement and leadership in a global environment
APP|Sep09
UHs Strategic Planning Overview 2005ndash09
Projected Annual Vacancies in Shortage Areas Statewide 2006ndash17 and Total UH Output 2008ndash09
2400 GOAL INCREASE 5 PER YEAR 1500
2000
1200 1600
900 1200
600800
400 300
0 0
1682 1724 1732 1733 1784 1838 1893 1950 2008 2069
Actual Goal Actual Goal
1222
487
297 335389
310 204
518
355
101124129 7478 69
2008 2009 2010 2011 2012 2013 2014 2015 Teachers Nurses (RN) ComputingIT Social Workers Hospitality (CC) Fiscal Year (Bachelors) (MSW)
AssociateCertificate Bachelors Masters Doctoral1st Professional Projected Annual Vacancies Goal (FY 2014ndash15) UH Output (FY 2008ndash09) Notes The UH System defines its STEM majors for its strategic outcomeperformance measure goal as those included in the
following Classification of Instructional Program (CIP) categories 01 03 11 14 15 26 27 40 and 51 Note Annual teacher vacancies has been revised since May 2008 Goals have been revised since May 2008 Source Economic Modeling Specialist Inc (EMSI) April 2007
APP|Sep09 Source UH Institutional Research Office for actual data 51 APP|Sep09 52UH Institutional Research Office for actual data
50
Goal
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Resources and Stewardship
To acquire allocate and manage public and private revenue streams and exercise exemplary stewardship over all of the Universityrsquos resources for a sustainable future
APP|Sep09 53
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 54
Annual Investment Required to Eliminate Deferred Maintenance Backlog by 2015
Note Goals have been revised since May 2008 Source The Facilities Renewal Reinvestment Study by the Pacific Partners Consulting Group April 2009
368
307
246
184
123
61
0 0
50
100
150
200
250
300
350
400
2009 2010 2011 2012 2013 2014 2015
$ million
Effect on backlog Projected capital renewal Required to reduce backlog
Required annual $61m investment
Projected capital renewal
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Funding Sources GOAL INCREASE NON-STATE REVENUE STREAMS For More Information 3ndash15 PER YEAR
$ million 971 Website wwwhawaiieduovpppuhplan
bull Strategic Outcomes and Performance Measures brochure
bull Dashboards brochure
2008 2009 2010 2011 2012 2013 2014 2015 Fiscal Year
681 697 725 769
813 859
894 932
0
200
400
600
800
1000
Actual Goal
Federal Tuition amp Fees SalesServices Private Giving (UHF)
Notes Goals Federal increase 3 per year Tuition and Fees 5ndash15 SalesServices 5 Private Giving (UHF) increase to $50m by 2015 APP|Sep09 Source General Accounting and Loan Collection Office and UH Foundation for actual data 55 APP|Sep09 56
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 21
Projected Annual Vacancies in Shortage AreasProjected Annual Vacancies in Shortage Areas Statewide 2006Statewide 2006ndashndash17 and Total UH Output 200217 and Total UH Output 2002ndashndash0606
1222
317 315 414
332 434
0
300
600
900
1200
1500
Projected Vacancies
FY 2001ndash02 FY 2002ndash03 FY 2003ndash04 FY 2004ndash05 FY 2005ndash06
Projected Annual Vacancies UH Output
Teachers
Source Economic Modeling Specialist Inc (EMSI) April 2007 MAPS Degrees amp Certificates Earned FY 2002ndash06
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 22
Projected Annual Vacancies in Shortage AreasProjected Annual Vacancies in Shortage Areas Statewide 2006Statewide 2006ndashndash17 and Total UH Output 200217 and Total UH Output 2002ndashndash0606
Hospitality and Tourism
Source State of Hawaii Department of Labor and Industrial Relations Research amp Statistics Office Economic Modeling Specialist Inc (EMSI) June 2005 MAPS Degrees amp Certificates Earned FY 2002ndash06
150
335 305
81 57
215
73 50
188
90 62
176
104 85
181
101 90
164
0
100
200
300
400
FY02 FY03 FY04 FY05 FY06 FY02 FY03 FY04 FY05 FY06 FY02 FY03 FY04 FY05 FY06Proj Vac
Proj Vac
Proj Vac
Middle Managers (TIM BS)
Hospitality (CC)
Food Preparation Workers (CC)
Importance ofImportance of Returning AdultsReturning Adults
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 24
ProjectedProjected HawaiHawailsquolsquoii High School GraduatesHigh School Graduates 20072007ndashndash08 Through 201708 Through 2017ndashndash1818
13804 13517 13094 12834 12685 12333 12178 11461 11571 11216 11578
0
3000
6000
9000
12000
15000
2008 09 10 11 12 13 14 15 16 17 2018
Public Private
Source ldquoKnocking at the College Door Projections of High School Graduates by State Income and RaceEthnicity 1988 to 2018rdquo December 2003 WICHE
UHs Strategic Planning Overview 2005ndash09
ProjectProjected Change in Population ofed Change in Population of HawaHawaiilsquolsquoii by Age Group fby Age Group frrom 2000 to 2020om 2000 to 2020
99489
42449
15604
31747
7971 3701
75867
0
25000
50000
75000
100000
lt15 15ndash24 25ndash34 35ndash44 45ndash54 55ndash64 65+
Age
Source US Census Bureaursquos Population Projections and Census 2000 APP|Sep09 25
Population and GeographicPopulation and Geographic Disparity in EducationalDisparity in Educational
ServiceService
Wailsquoanae 120
Windward 215North
Shore 220
lsquoEwa 233
East Olsquoahu 192
Central Olsquoahu 296
UHs Strategic Planning Overview 2005ndash09
GoinGoingg RatRat ees to UH 2s to UH 2--YearYear CampusCampus eses by Geographiby Geographic Region Fall 2006c Region Fall 2006
UH 2-Year Going Rate = 215
Kaualsquoi 280
Maui 195
West EastHawailsquoi Hawailsquoi120 217
APP|Sep09 27
Wailsquoanae 28
Windward 57North
Shore 54
lsquoEwa 54
East Olsquoahu 155
Central Olsquoahu 123
UHs Strategic Planning Overview 2005ndash09
g RatGoinGoing Ratees to UH 4s to UH 4--YearYear CampusCampus eses by Geographiby Geographic Region Fall 2006c Region Fall 2006
UH 4-Year Going Rate = 106
Kaualsquoi 59
Maui 48
West EastHawailsquoi Hawailsquoi84 180
APP|Sep09 28
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Average SixAverage Six--Year Graduation and Retention RatesYear Graduation and Retention Rates Asian FilipAsian Filipino aino and Hnd Haawaiianwaiian
UH Mānoa (1990ndash1998) Cohorts
Average SixAverage Six--Year Graduation and Retention RatesYear Graduation and Retention Rates Asian Filipino and HAsian Filipino and Haawaiianwaiian
UH Hilo (1994ndash1998) Cohorts 100
80
60
40
20
0
78 76 80
62
52
77
59
Benchmark Peer Chinese Filipino Hawaiian Japanese Other Asian
100
80
60
40
20
0
51 44 42 44
33 37 35
Benchmark Peer Chinese Filipino Hawaiian Japanese Other Asian
Graduated Still Enrolled Graduated Still Enrolled Note First-time full-time degree-seeking freshmen fall 1990ndash1998 cohorts as of 2004
Though US Office of Management and Budget (OMB) federal reporting standards on race and ethnicity have changed recently they previously defined the Asian or Pacific Islander category to include Native Hawaiians and other Pacific Islanders Available
Note First-time full-time degree-seeking freshmen fall 1994ndash1998 cohorts as of 2004 Though US Office of Management and Budget (OMB) federal reporting standards on race and ethnicity have changed recently they previously defined the Asian or Pacific Islander category to include Native Hawaiians and other Pacific Islanders Available
APP|Sep09 data can only be aggregated as shown here
Source Consortium for Student Retention Data Exchange Surverys 29 APP|Sep09 data can only be aggregated as shown here
Source Consortium for Student Retention Data Exchange Surverys 30
Shift in Revenue Source forShift in Revenue Source for Public Higher EducationPublic Higher Education
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 32
Net General Funds amp Tuition RevenuesNet General Funds amp Tuition Revenues
$283 $282 $273 $260 $278 $285 $293 $287 $311 $313 $375 $383
$40 $52 $59 $62 $66 $65 $72 $79
$89 $96
$101 $118
12 15 18 19 19 19 20 22
22 23
21 24
$0
$100
$200
$300
$400
$500
$600
FY96 FY97 FY98 FY99 FY00 FY01 FY02 FY03 FY04 FY05 FY06 FY07
Net General Funds Tuition amp Fees
Tuition Share
Note GF does NOT include fringe benefits debt service and risk management
Millions
UHs Strategic Planning Overview 2005ndash09
HawaiHawailsquolsquoiirsquorsquoss Higher EducHigher Education Needsation Needs
1 Increase the educational capital of the state
2 Expand workforce development
3 Diversify the economy
4 Address underserved populations regions
5 Renew and expand infrastructure
APP|Sep09 33
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 34
University ofUniversity of HawaiHawailsquolsquoii System PlanningSystem Planning
Institutional Mission
UH System
Plan
Biennium Budget Request
Budget Implementation
PLAN
bull Campus Strategic Plans bull Campus Facilities Plans bull Major Policies bull Specialized Programs and Plans
bull Biennium Priorities bull Operating amp CIP
Budget Objectives
DO
CHECKACT
Biennium and Ongoing Planning and Accountability
bull Biennium Planning Assumptions and Budget Hearings
bull Biennium Report on PerformanceBenchmarks and Institutional Effectiveness
bull Program Reviews and Health Indicators
bull Accreditation Reviews
State Needs
UHs Strategic Planning Overview 2005ndash09
Strategic Plan Five Goals
Resources and Stewardship
Investment in Faculty Staff
Students and Their Environment
A Model Local Regional and
Global University
A Learning Research
and Service Network
Educational Effectiveness and Student Success
UHs Strategic Planning Overview 2005ndash09
Revisiting the Strategic Plan
bull Do the goals of the University of Hawailsquoi System Strategic Plan need to be revised or updated
bull Do we need new or revised action strategies
bull How will we know when we have met our goals Can we identify specific targets and timelines for our action strategies
University of Hawailsquoi System Strategic Plan 2002ndash2010APP|Sep09 35 APP|Sep09 36
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Evaluate Current Plan Goals and Objectives
bull Worksheet exercise ndash keep throw out or revise ndash Identify measurable outcomes
bull Compiled results from 18 meetings (gt350 people attended fall 07ndashspr 08) and online discussion board
APP|Sep09 37
Strategic Plan Update Sessions What We LearnedmdashMost Frequent Observations
bull Current plan describes broad importantgoals but is vague
bull Campus actions are mixed with systemplan
bull System strategic plan should speak tostate workforce economic needs and benefits to local residents
bull System strategic plan should targetimproved access retention and success
APP|Sep09
UHs Strategic Planning Overview 2005ndash09
Summary of Meetings Spring 2008
bull Strategic outcomes amp performance indicators bull 19 meetings bull UH community legislators external
community
SERVINSERVING THE STATE OG THE STATE OFF HH AAWAIWAIlsquolsquoII
UH System Strategic Outcomes andUH System Strategic Outcomes and Performance Measures 2008Performance Measures 2008ndashndash20152015
APP|Sep09 39
38
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Degree Attainment of Native Hawaiians at UH GOAL INCREASE 6ndash9 PER YEAR
Strategic Outcome Native Hawaiian Educational Attainment
To position the University of Hawailsquoi as one of the worldrsquos foremost indigenous-serving universities by supporting the access and success of Native Hawaiians
1500
1200
900
600
300
0
880 960 933
979 989 1058
1132 1223
1320
1439
Goal Actual Goal Actual
2008 2009 2010 2011 2012 2013 2014 2015
Fiscal Year
Undergraduate Graduate
APP|Sep09 41 Source UH Institutional Research Office for actual data APP|Sep09
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 44
UH Degrees amp Certificates of Achievement Earned GOAL INCREASE 3ndash6 PER YEAR
7835 7996 8070 8084 8312 8645 8990 9440
9912 10507
0
3000
6000
9000
12000
2010 2011 2012 2013 2014 2015
Fiscal Year
Mānoa Hilo West Olsquoahu Community Colleges Note Projections based on percentage increases every two years (FY09ndashFY10 = 3 FY11ndashFY12 = 4 FY13ndashFY14 = 5 FY15 = 6) Source UH Institutional Research Office for actual data
2008 2009
Goal Actual Goal Actual
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Hawailsquoirsquos Educational Capital
To increase the educational capital of the state by increasing the participation and completion of students particularly Native Hawaiians low-income students and those from underserved regions
APP|Sep09 43
42
0
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Disbursement of PELL Grants GOAL INCREASE 5 PER YEAR
Number of Recipients $ million
Going Rates of Public and Private High Schools UH System GOAL INCREASE 3 PER YEAR
11701 12000
8316 8732
9168 9627
10108 10614
11144
8670
9769
$217 $228
$240 $252
$264 $277
$291 $306
$227
$284
Goal Actual Goal Actual
$40
$30 9000
$20 6000
$10 3000
$0
50
40
30
20
10
0
346 356 367 378 389 401 413 426
378
Goal Actual
2008 2009 2010 2011 2012 2013 2014 2015 2008 2009 2010 2011 2012 2013 2014 2015 Academic Year
Fall Semester
APP|Sep09
Number of PELL Recipients Total PELL Disbursed
Notes AY09 figures are preliminary Average amount awarded AY04 $2471 AY05 $2488 AY06 $2437 AY07 $2477 AY08 $2614 AY09 $2906 Source Office of Student Affairs for actual data 45 APP|Sep09
Notes The going rate is the percentage of Hawailsquoi high school graduates entering the University of Hawailsquoi without delay upon graduation from high school Fall 2009 data available December 2009
Source UH Institutional Research Office for actual data 46
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Economic Contribution
To contribute to the statersquos economy and provide a solid return on its investment in higher education through research and training
UHs Strategic Planning Overview 2005ndash09
UH Extramural Fund Support GOAL INCREASE 3 PER YEAR
$ million 500
400
300
200
100
0
339 368
349
414
359 370 381 393 404 417
Actual Goal Actual Goal
2008 2009 2010 2011 2012 2013 2014 2015 Fiscal Year
Research Non-Research
Note Non-research includes training instrumentation building improvements conferences centers boat operations art and dance performances etc APP|Sep09 Source Office of Research Services for actual data APP|Sep09 47 48
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Patents Invention Disclosures and Licenses Strategic OutcomeGOAL INCREASE 5ndash15 PER YEAR
70
60
50
40
30
20
10
0 Goal Actual Goal Actual 2010 2011 2012 2013 2014 2015
2008 2009 Fiscal Year
Invention Disclosures Received US Patents Issued LicenseOption Agreements Executed
Notes Projections Invention disclosures received = 5 US patents issued = 10 licenseoption agreements executed = 15 APP|Sep09 Source Office of Technology Transfer and Economic Development (OTTED) for actual data 49
UHs Strategic Planning Overview 2005ndash09
UH Degrees in STEM Fields GOAL INCREASE 3 PER YEAR
Globally Competitive Workforce
Address critical workforce shortages and prepare students (undergraduate graduate and professional) for effective engagement and leadership in a global environment
APP|Sep09
UHs Strategic Planning Overview 2005ndash09
Projected Annual Vacancies in Shortage Areas Statewide 2006ndash17 and Total UH Output 2008ndash09
2400 GOAL INCREASE 5 PER YEAR 1500
2000
1200 1600
900 1200
600800
400 300
0 0
1682 1724 1732 1733 1784 1838 1893 1950 2008 2069
Actual Goal Actual Goal
1222
487
297 335389
310 204
518
355
101124129 7478 69
2008 2009 2010 2011 2012 2013 2014 2015 Teachers Nurses (RN) ComputingIT Social Workers Hospitality (CC) Fiscal Year (Bachelors) (MSW)
AssociateCertificate Bachelors Masters Doctoral1st Professional Projected Annual Vacancies Goal (FY 2014ndash15) UH Output (FY 2008ndash09) Notes The UH System defines its STEM majors for its strategic outcomeperformance measure goal as those included in the
following Classification of Instructional Program (CIP) categories 01 03 11 14 15 26 27 40 and 51 Note Annual teacher vacancies has been revised since May 2008 Goals have been revised since May 2008 Source Economic Modeling Specialist Inc (EMSI) April 2007
APP|Sep09 Source UH Institutional Research Office for actual data 51 APP|Sep09 52UH Institutional Research Office for actual data
50
Goal
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Resources and Stewardship
To acquire allocate and manage public and private revenue streams and exercise exemplary stewardship over all of the Universityrsquos resources for a sustainable future
APP|Sep09 53
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 54
Annual Investment Required to Eliminate Deferred Maintenance Backlog by 2015
Note Goals have been revised since May 2008 Source The Facilities Renewal Reinvestment Study by the Pacific Partners Consulting Group April 2009
368
307
246
184
123
61
0 0
50
100
150
200
250
300
350
400
2009 2010 2011 2012 2013 2014 2015
$ million
Effect on backlog Projected capital renewal Required to reduce backlog
Required annual $61m investment
Projected capital renewal
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Funding Sources GOAL INCREASE NON-STATE REVENUE STREAMS For More Information 3ndash15 PER YEAR
$ million 971 Website wwwhawaiieduovpppuhplan
bull Strategic Outcomes and Performance Measures brochure
bull Dashboards brochure
2008 2009 2010 2011 2012 2013 2014 2015 Fiscal Year
681 697 725 769
813 859
894 932
0
200
400
600
800
1000
Actual Goal
Federal Tuition amp Fees SalesServices Private Giving (UHF)
Notes Goals Federal increase 3 per year Tuition and Fees 5ndash15 SalesServices 5 Private Giving (UHF) increase to $50m by 2015 APP|Sep09 Source General Accounting and Loan Collection Office and UH Foundation for actual data 55 APP|Sep09 56
UHs Strategic Planning Overview 2005ndash09
ProjectProjected Change in Population ofed Change in Population of HawaHawaiilsquolsquoii by Age Group fby Age Group frrom 2000 to 2020om 2000 to 2020
99489
42449
15604
31747
7971 3701
75867
0
25000
50000
75000
100000
lt15 15ndash24 25ndash34 35ndash44 45ndash54 55ndash64 65+
Age
Source US Census Bureaursquos Population Projections and Census 2000 APP|Sep09 25
Population and GeographicPopulation and Geographic Disparity in EducationalDisparity in Educational
ServiceService
Wailsquoanae 120
Windward 215North
Shore 220
lsquoEwa 233
East Olsquoahu 192
Central Olsquoahu 296
UHs Strategic Planning Overview 2005ndash09
GoinGoingg RatRat ees to UH 2s to UH 2--YearYear CampusCampus eses by Geographiby Geographic Region Fall 2006c Region Fall 2006
UH 2-Year Going Rate = 215
Kaualsquoi 280
Maui 195
West EastHawailsquoi Hawailsquoi120 217
APP|Sep09 27
Wailsquoanae 28
Windward 57North
Shore 54
lsquoEwa 54
East Olsquoahu 155
Central Olsquoahu 123
UHs Strategic Planning Overview 2005ndash09
g RatGoinGoing Ratees to UH 4s to UH 4--YearYear CampusCampus eses by Geographiby Geographic Region Fall 2006c Region Fall 2006
UH 4-Year Going Rate = 106
Kaualsquoi 59
Maui 48
West EastHawailsquoi Hawailsquoi84 180
APP|Sep09 28
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Average SixAverage Six--Year Graduation and Retention RatesYear Graduation and Retention Rates Asian FilipAsian Filipino aino and Hnd Haawaiianwaiian
UH Mānoa (1990ndash1998) Cohorts
Average SixAverage Six--Year Graduation and Retention RatesYear Graduation and Retention Rates Asian Filipino and HAsian Filipino and Haawaiianwaiian
UH Hilo (1994ndash1998) Cohorts 100
80
60
40
20
0
78 76 80
62
52
77
59
Benchmark Peer Chinese Filipino Hawaiian Japanese Other Asian
100
80
60
40
20
0
51 44 42 44
33 37 35
Benchmark Peer Chinese Filipino Hawaiian Japanese Other Asian
Graduated Still Enrolled Graduated Still Enrolled Note First-time full-time degree-seeking freshmen fall 1990ndash1998 cohorts as of 2004
Though US Office of Management and Budget (OMB) federal reporting standards on race and ethnicity have changed recently they previously defined the Asian or Pacific Islander category to include Native Hawaiians and other Pacific Islanders Available
Note First-time full-time degree-seeking freshmen fall 1994ndash1998 cohorts as of 2004 Though US Office of Management and Budget (OMB) federal reporting standards on race and ethnicity have changed recently they previously defined the Asian or Pacific Islander category to include Native Hawaiians and other Pacific Islanders Available
APP|Sep09 data can only be aggregated as shown here
Source Consortium for Student Retention Data Exchange Surverys 29 APP|Sep09 data can only be aggregated as shown here
Source Consortium for Student Retention Data Exchange Surverys 30
Shift in Revenue Source forShift in Revenue Source for Public Higher EducationPublic Higher Education
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 32
Net General Funds amp Tuition RevenuesNet General Funds amp Tuition Revenues
$283 $282 $273 $260 $278 $285 $293 $287 $311 $313 $375 $383
$40 $52 $59 $62 $66 $65 $72 $79
$89 $96
$101 $118
12 15 18 19 19 19 20 22
22 23
21 24
$0
$100
$200
$300
$400
$500
$600
FY96 FY97 FY98 FY99 FY00 FY01 FY02 FY03 FY04 FY05 FY06 FY07
Net General Funds Tuition amp Fees
Tuition Share
Note GF does NOT include fringe benefits debt service and risk management
Millions
UHs Strategic Planning Overview 2005ndash09
HawaiHawailsquolsquoiirsquorsquoss Higher EducHigher Education Needsation Needs
1 Increase the educational capital of the state
2 Expand workforce development
3 Diversify the economy
4 Address underserved populations regions
5 Renew and expand infrastructure
APP|Sep09 33
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 34
University ofUniversity of HawaiHawailsquolsquoii System PlanningSystem Planning
Institutional Mission
UH System
Plan
Biennium Budget Request
Budget Implementation
PLAN
bull Campus Strategic Plans bull Campus Facilities Plans bull Major Policies bull Specialized Programs and Plans
bull Biennium Priorities bull Operating amp CIP
Budget Objectives
DO
CHECKACT
Biennium and Ongoing Planning and Accountability
bull Biennium Planning Assumptions and Budget Hearings
bull Biennium Report on PerformanceBenchmarks and Institutional Effectiveness
bull Program Reviews and Health Indicators
bull Accreditation Reviews
State Needs
UHs Strategic Planning Overview 2005ndash09
Strategic Plan Five Goals
Resources and Stewardship
Investment in Faculty Staff
Students and Their Environment
A Model Local Regional and
Global University
A Learning Research
and Service Network
Educational Effectiveness and Student Success
UHs Strategic Planning Overview 2005ndash09
Revisiting the Strategic Plan
bull Do the goals of the University of Hawailsquoi System Strategic Plan need to be revised or updated
bull Do we need new or revised action strategies
bull How will we know when we have met our goals Can we identify specific targets and timelines for our action strategies
University of Hawailsquoi System Strategic Plan 2002ndash2010APP|Sep09 35 APP|Sep09 36
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Evaluate Current Plan Goals and Objectives
bull Worksheet exercise ndash keep throw out or revise ndash Identify measurable outcomes
bull Compiled results from 18 meetings (gt350 people attended fall 07ndashspr 08) and online discussion board
APP|Sep09 37
Strategic Plan Update Sessions What We LearnedmdashMost Frequent Observations
bull Current plan describes broad importantgoals but is vague
bull Campus actions are mixed with systemplan
bull System strategic plan should speak tostate workforce economic needs and benefits to local residents
bull System strategic plan should targetimproved access retention and success
APP|Sep09
UHs Strategic Planning Overview 2005ndash09
Summary of Meetings Spring 2008
bull Strategic outcomes amp performance indicators bull 19 meetings bull UH community legislators external
community
SERVINSERVING THE STATE OG THE STATE OFF HH AAWAIWAIlsquolsquoII
UH System Strategic Outcomes andUH System Strategic Outcomes and Performance Measures 2008Performance Measures 2008ndashndash20152015
APP|Sep09 39
38
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Degree Attainment of Native Hawaiians at UH GOAL INCREASE 6ndash9 PER YEAR
Strategic Outcome Native Hawaiian Educational Attainment
To position the University of Hawailsquoi as one of the worldrsquos foremost indigenous-serving universities by supporting the access and success of Native Hawaiians
1500
1200
900
600
300
0
880 960 933
979 989 1058
1132 1223
1320
1439
Goal Actual Goal Actual
2008 2009 2010 2011 2012 2013 2014 2015
Fiscal Year
Undergraduate Graduate
APP|Sep09 41 Source UH Institutional Research Office for actual data APP|Sep09
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 44
UH Degrees amp Certificates of Achievement Earned GOAL INCREASE 3ndash6 PER YEAR
7835 7996 8070 8084 8312 8645 8990 9440
9912 10507
0
3000
6000
9000
12000
2010 2011 2012 2013 2014 2015
Fiscal Year
Mānoa Hilo West Olsquoahu Community Colleges Note Projections based on percentage increases every two years (FY09ndashFY10 = 3 FY11ndashFY12 = 4 FY13ndashFY14 = 5 FY15 = 6) Source UH Institutional Research Office for actual data
2008 2009
Goal Actual Goal Actual
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Hawailsquoirsquos Educational Capital
To increase the educational capital of the state by increasing the participation and completion of students particularly Native Hawaiians low-income students and those from underserved regions
APP|Sep09 43
42
0
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Disbursement of PELL Grants GOAL INCREASE 5 PER YEAR
Number of Recipients $ million
Going Rates of Public and Private High Schools UH System GOAL INCREASE 3 PER YEAR
11701 12000
8316 8732
9168 9627
10108 10614
11144
8670
9769
$217 $228
$240 $252
$264 $277
$291 $306
$227
$284
Goal Actual Goal Actual
$40
$30 9000
$20 6000
$10 3000
$0
50
40
30
20
10
0
346 356 367 378 389 401 413 426
378
Goal Actual
2008 2009 2010 2011 2012 2013 2014 2015 2008 2009 2010 2011 2012 2013 2014 2015 Academic Year
Fall Semester
APP|Sep09
Number of PELL Recipients Total PELL Disbursed
Notes AY09 figures are preliminary Average amount awarded AY04 $2471 AY05 $2488 AY06 $2437 AY07 $2477 AY08 $2614 AY09 $2906 Source Office of Student Affairs for actual data 45 APP|Sep09
Notes The going rate is the percentage of Hawailsquoi high school graduates entering the University of Hawailsquoi without delay upon graduation from high school Fall 2009 data available December 2009
Source UH Institutional Research Office for actual data 46
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Economic Contribution
To contribute to the statersquos economy and provide a solid return on its investment in higher education through research and training
UHs Strategic Planning Overview 2005ndash09
UH Extramural Fund Support GOAL INCREASE 3 PER YEAR
$ million 500
400
300
200
100
0
339 368
349
414
359 370 381 393 404 417
Actual Goal Actual Goal
2008 2009 2010 2011 2012 2013 2014 2015 Fiscal Year
Research Non-Research
Note Non-research includes training instrumentation building improvements conferences centers boat operations art and dance performances etc APP|Sep09 Source Office of Research Services for actual data APP|Sep09 47 48
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Patents Invention Disclosures and Licenses Strategic OutcomeGOAL INCREASE 5ndash15 PER YEAR
70
60
50
40
30
20
10
0 Goal Actual Goal Actual 2010 2011 2012 2013 2014 2015
2008 2009 Fiscal Year
Invention Disclosures Received US Patents Issued LicenseOption Agreements Executed
Notes Projections Invention disclosures received = 5 US patents issued = 10 licenseoption agreements executed = 15 APP|Sep09 Source Office of Technology Transfer and Economic Development (OTTED) for actual data 49
UHs Strategic Planning Overview 2005ndash09
UH Degrees in STEM Fields GOAL INCREASE 3 PER YEAR
Globally Competitive Workforce
Address critical workforce shortages and prepare students (undergraduate graduate and professional) for effective engagement and leadership in a global environment
APP|Sep09
UHs Strategic Planning Overview 2005ndash09
Projected Annual Vacancies in Shortage Areas Statewide 2006ndash17 and Total UH Output 2008ndash09
2400 GOAL INCREASE 5 PER YEAR 1500
2000
1200 1600
900 1200
600800
400 300
0 0
1682 1724 1732 1733 1784 1838 1893 1950 2008 2069
Actual Goal Actual Goal
1222
487
297 335389
310 204
518
355
101124129 7478 69
2008 2009 2010 2011 2012 2013 2014 2015 Teachers Nurses (RN) ComputingIT Social Workers Hospitality (CC) Fiscal Year (Bachelors) (MSW)
AssociateCertificate Bachelors Masters Doctoral1st Professional Projected Annual Vacancies Goal (FY 2014ndash15) UH Output (FY 2008ndash09) Notes The UH System defines its STEM majors for its strategic outcomeperformance measure goal as those included in the
following Classification of Instructional Program (CIP) categories 01 03 11 14 15 26 27 40 and 51 Note Annual teacher vacancies has been revised since May 2008 Goals have been revised since May 2008 Source Economic Modeling Specialist Inc (EMSI) April 2007
APP|Sep09 Source UH Institutional Research Office for actual data 51 APP|Sep09 52UH Institutional Research Office for actual data
50
Goal
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Resources and Stewardship
To acquire allocate and manage public and private revenue streams and exercise exemplary stewardship over all of the Universityrsquos resources for a sustainable future
APP|Sep09 53
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 54
Annual Investment Required to Eliminate Deferred Maintenance Backlog by 2015
Note Goals have been revised since May 2008 Source The Facilities Renewal Reinvestment Study by the Pacific Partners Consulting Group April 2009
368
307
246
184
123
61
0 0
50
100
150
200
250
300
350
400
2009 2010 2011 2012 2013 2014 2015
$ million
Effect on backlog Projected capital renewal Required to reduce backlog
Required annual $61m investment
Projected capital renewal
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Funding Sources GOAL INCREASE NON-STATE REVENUE STREAMS For More Information 3ndash15 PER YEAR
$ million 971 Website wwwhawaiieduovpppuhplan
bull Strategic Outcomes and Performance Measures brochure
bull Dashboards brochure
2008 2009 2010 2011 2012 2013 2014 2015 Fiscal Year
681 697 725 769
813 859
894 932
0
200
400
600
800
1000
Actual Goal
Federal Tuition amp Fees SalesServices Private Giving (UHF)
Notes Goals Federal increase 3 per year Tuition and Fees 5ndash15 SalesServices 5 Private Giving (UHF) increase to $50m by 2015 APP|Sep09 Source General Accounting and Loan Collection Office and UH Foundation for actual data 55 APP|Sep09 56
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Average SixAverage Six--Year Graduation and Retention RatesYear Graduation and Retention Rates Asian FilipAsian Filipino aino and Hnd Haawaiianwaiian
UH Mānoa (1990ndash1998) Cohorts
Average SixAverage Six--Year Graduation and Retention RatesYear Graduation and Retention Rates Asian Filipino and HAsian Filipino and Haawaiianwaiian
UH Hilo (1994ndash1998) Cohorts 100
80
60
40
20
0
78 76 80
62
52
77
59
Benchmark Peer Chinese Filipino Hawaiian Japanese Other Asian
100
80
60
40
20
0
51 44 42 44
33 37 35
Benchmark Peer Chinese Filipino Hawaiian Japanese Other Asian
Graduated Still Enrolled Graduated Still Enrolled Note First-time full-time degree-seeking freshmen fall 1990ndash1998 cohorts as of 2004
Though US Office of Management and Budget (OMB) federal reporting standards on race and ethnicity have changed recently they previously defined the Asian or Pacific Islander category to include Native Hawaiians and other Pacific Islanders Available
Note First-time full-time degree-seeking freshmen fall 1994ndash1998 cohorts as of 2004 Though US Office of Management and Budget (OMB) federal reporting standards on race and ethnicity have changed recently they previously defined the Asian or Pacific Islander category to include Native Hawaiians and other Pacific Islanders Available
APP|Sep09 data can only be aggregated as shown here
Source Consortium for Student Retention Data Exchange Surverys 29 APP|Sep09 data can only be aggregated as shown here
Source Consortium for Student Retention Data Exchange Surverys 30
Shift in Revenue Source forShift in Revenue Source for Public Higher EducationPublic Higher Education
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 32
Net General Funds amp Tuition RevenuesNet General Funds amp Tuition Revenues
$283 $282 $273 $260 $278 $285 $293 $287 $311 $313 $375 $383
$40 $52 $59 $62 $66 $65 $72 $79
$89 $96
$101 $118
12 15 18 19 19 19 20 22
22 23
21 24
$0
$100
$200
$300
$400
$500
$600
FY96 FY97 FY98 FY99 FY00 FY01 FY02 FY03 FY04 FY05 FY06 FY07
Net General Funds Tuition amp Fees
Tuition Share
Note GF does NOT include fringe benefits debt service and risk management
Millions
UHs Strategic Planning Overview 2005ndash09
HawaiHawailsquolsquoiirsquorsquoss Higher EducHigher Education Needsation Needs
1 Increase the educational capital of the state
2 Expand workforce development
3 Diversify the economy
4 Address underserved populations regions
5 Renew and expand infrastructure
APP|Sep09 33
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 34
University ofUniversity of HawaiHawailsquolsquoii System PlanningSystem Planning
Institutional Mission
UH System
Plan
Biennium Budget Request
Budget Implementation
PLAN
bull Campus Strategic Plans bull Campus Facilities Plans bull Major Policies bull Specialized Programs and Plans
bull Biennium Priorities bull Operating amp CIP
Budget Objectives
DO
CHECKACT
Biennium and Ongoing Planning and Accountability
bull Biennium Planning Assumptions and Budget Hearings
bull Biennium Report on PerformanceBenchmarks and Institutional Effectiveness
bull Program Reviews and Health Indicators
bull Accreditation Reviews
State Needs
UHs Strategic Planning Overview 2005ndash09
Strategic Plan Five Goals
Resources and Stewardship
Investment in Faculty Staff
Students and Their Environment
A Model Local Regional and
Global University
A Learning Research
and Service Network
Educational Effectiveness and Student Success
UHs Strategic Planning Overview 2005ndash09
Revisiting the Strategic Plan
bull Do the goals of the University of Hawailsquoi System Strategic Plan need to be revised or updated
bull Do we need new or revised action strategies
bull How will we know when we have met our goals Can we identify specific targets and timelines for our action strategies
University of Hawailsquoi System Strategic Plan 2002ndash2010APP|Sep09 35 APP|Sep09 36
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Evaluate Current Plan Goals and Objectives
bull Worksheet exercise ndash keep throw out or revise ndash Identify measurable outcomes
bull Compiled results from 18 meetings (gt350 people attended fall 07ndashspr 08) and online discussion board
APP|Sep09 37
Strategic Plan Update Sessions What We LearnedmdashMost Frequent Observations
bull Current plan describes broad importantgoals but is vague
bull Campus actions are mixed with systemplan
bull System strategic plan should speak tostate workforce economic needs and benefits to local residents
bull System strategic plan should targetimproved access retention and success
APP|Sep09
UHs Strategic Planning Overview 2005ndash09
Summary of Meetings Spring 2008
bull Strategic outcomes amp performance indicators bull 19 meetings bull UH community legislators external
community
SERVINSERVING THE STATE OG THE STATE OFF HH AAWAIWAIlsquolsquoII
UH System Strategic Outcomes andUH System Strategic Outcomes and Performance Measures 2008Performance Measures 2008ndashndash20152015
APP|Sep09 39
38
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Degree Attainment of Native Hawaiians at UH GOAL INCREASE 6ndash9 PER YEAR
Strategic Outcome Native Hawaiian Educational Attainment
To position the University of Hawailsquoi as one of the worldrsquos foremost indigenous-serving universities by supporting the access and success of Native Hawaiians
1500
1200
900
600
300
0
880 960 933
979 989 1058
1132 1223
1320
1439
Goal Actual Goal Actual
2008 2009 2010 2011 2012 2013 2014 2015
Fiscal Year
Undergraduate Graduate
APP|Sep09 41 Source UH Institutional Research Office for actual data APP|Sep09
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 44
UH Degrees amp Certificates of Achievement Earned GOAL INCREASE 3ndash6 PER YEAR
7835 7996 8070 8084 8312 8645 8990 9440
9912 10507
0
3000
6000
9000
12000
2010 2011 2012 2013 2014 2015
Fiscal Year
Mānoa Hilo West Olsquoahu Community Colleges Note Projections based on percentage increases every two years (FY09ndashFY10 = 3 FY11ndashFY12 = 4 FY13ndashFY14 = 5 FY15 = 6) Source UH Institutional Research Office for actual data
2008 2009
Goal Actual Goal Actual
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Hawailsquoirsquos Educational Capital
To increase the educational capital of the state by increasing the participation and completion of students particularly Native Hawaiians low-income students and those from underserved regions
APP|Sep09 43
42
0
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Disbursement of PELL Grants GOAL INCREASE 5 PER YEAR
Number of Recipients $ million
Going Rates of Public and Private High Schools UH System GOAL INCREASE 3 PER YEAR
11701 12000
8316 8732
9168 9627
10108 10614
11144
8670
9769
$217 $228
$240 $252
$264 $277
$291 $306
$227
$284
Goal Actual Goal Actual
$40
$30 9000
$20 6000
$10 3000
$0
50
40
30
20
10
0
346 356 367 378 389 401 413 426
378
Goal Actual
2008 2009 2010 2011 2012 2013 2014 2015 2008 2009 2010 2011 2012 2013 2014 2015 Academic Year
Fall Semester
APP|Sep09
Number of PELL Recipients Total PELL Disbursed
Notes AY09 figures are preliminary Average amount awarded AY04 $2471 AY05 $2488 AY06 $2437 AY07 $2477 AY08 $2614 AY09 $2906 Source Office of Student Affairs for actual data 45 APP|Sep09
Notes The going rate is the percentage of Hawailsquoi high school graduates entering the University of Hawailsquoi without delay upon graduation from high school Fall 2009 data available December 2009
Source UH Institutional Research Office for actual data 46
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Economic Contribution
To contribute to the statersquos economy and provide a solid return on its investment in higher education through research and training
UHs Strategic Planning Overview 2005ndash09
UH Extramural Fund Support GOAL INCREASE 3 PER YEAR
$ million 500
400
300
200
100
0
339 368
349
414
359 370 381 393 404 417
Actual Goal Actual Goal
2008 2009 2010 2011 2012 2013 2014 2015 Fiscal Year
Research Non-Research
Note Non-research includes training instrumentation building improvements conferences centers boat operations art and dance performances etc APP|Sep09 Source Office of Research Services for actual data APP|Sep09 47 48
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Patents Invention Disclosures and Licenses Strategic OutcomeGOAL INCREASE 5ndash15 PER YEAR
70
60
50
40
30
20
10
0 Goal Actual Goal Actual 2010 2011 2012 2013 2014 2015
2008 2009 Fiscal Year
Invention Disclosures Received US Patents Issued LicenseOption Agreements Executed
Notes Projections Invention disclosures received = 5 US patents issued = 10 licenseoption agreements executed = 15 APP|Sep09 Source Office of Technology Transfer and Economic Development (OTTED) for actual data 49
UHs Strategic Planning Overview 2005ndash09
UH Degrees in STEM Fields GOAL INCREASE 3 PER YEAR
Globally Competitive Workforce
Address critical workforce shortages and prepare students (undergraduate graduate and professional) for effective engagement and leadership in a global environment
APP|Sep09
UHs Strategic Planning Overview 2005ndash09
Projected Annual Vacancies in Shortage Areas Statewide 2006ndash17 and Total UH Output 2008ndash09
2400 GOAL INCREASE 5 PER YEAR 1500
2000
1200 1600
900 1200
600800
400 300
0 0
1682 1724 1732 1733 1784 1838 1893 1950 2008 2069
Actual Goal Actual Goal
1222
487
297 335389
310 204
518
355
101124129 7478 69
2008 2009 2010 2011 2012 2013 2014 2015 Teachers Nurses (RN) ComputingIT Social Workers Hospitality (CC) Fiscal Year (Bachelors) (MSW)
AssociateCertificate Bachelors Masters Doctoral1st Professional Projected Annual Vacancies Goal (FY 2014ndash15) UH Output (FY 2008ndash09) Notes The UH System defines its STEM majors for its strategic outcomeperformance measure goal as those included in the
following Classification of Instructional Program (CIP) categories 01 03 11 14 15 26 27 40 and 51 Note Annual teacher vacancies has been revised since May 2008 Goals have been revised since May 2008 Source Economic Modeling Specialist Inc (EMSI) April 2007
APP|Sep09 Source UH Institutional Research Office for actual data 51 APP|Sep09 52UH Institutional Research Office for actual data
50
Goal
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Resources and Stewardship
To acquire allocate and manage public and private revenue streams and exercise exemplary stewardship over all of the Universityrsquos resources for a sustainable future
APP|Sep09 53
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 54
Annual Investment Required to Eliminate Deferred Maintenance Backlog by 2015
Note Goals have been revised since May 2008 Source The Facilities Renewal Reinvestment Study by the Pacific Partners Consulting Group April 2009
368
307
246
184
123
61
0 0
50
100
150
200
250
300
350
400
2009 2010 2011 2012 2013 2014 2015
$ million
Effect on backlog Projected capital renewal Required to reduce backlog
Required annual $61m investment
Projected capital renewal
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Funding Sources GOAL INCREASE NON-STATE REVENUE STREAMS For More Information 3ndash15 PER YEAR
$ million 971 Website wwwhawaiieduovpppuhplan
bull Strategic Outcomes and Performance Measures brochure
bull Dashboards brochure
2008 2009 2010 2011 2012 2013 2014 2015 Fiscal Year
681 697 725 769
813 859
894 932
0
200
400
600
800
1000
Actual Goal
Federal Tuition amp Fees SalesServices Private Giving (UHF)
Notes Goals Federal increase 3 per year Tuition and Fees 5ndash15 SalesServices 5 Private Giving (UHF) increase to $50m by 2015 APP|Sep09 Source General Accounting and Loan Collection Office and UH Foundation for actual data 55 APP|Sep09 56
UHs Strategic Planning Overview 2005ndash09
HawaiHawailsquolsquoiirsquorsquoss Higher EducHigher Education Needsation Needs
1 Increase the educational capital of the state
2 Expand workforce development
3 Diversify the economy
4 Address underserved populations regions
5 Renew and expand infrastructure
APP|Sep09 33
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 34
University ofUniversity of HawaiHawailsquolsquoii System PlanningSystem Planning
Institutional Mission
UH System
Plan
Biennium Budget Request
Budget Implementation
PLAN
bull Campus Strategic Plans bull Campus Facilities Plans bull Major Policies bull Specialized Programs and Plans
bull Biennium Priorities bull Operating amp CIP
Budget Objectives
DO
CHECKACT
Biennium and Ongoing Planning and Accountability
bull Biennium Planning Assumptions and Budget Hearings
bull Biennium Report on PerformanceBenchmarks and Institutional Effectiveness
bull Program Reviews and Health Indicators
bull Accreditation Reviews
State Needs
UHs Strategic Planning Overview 2005ndash09
Strategic Plan Five Goals
Resources and Stewardship
Investment in Faculty Staff
Students and Their Environment
A Model Local Regional and
Global University
A Learning Research
and Service Network
Educational Effectiveness and Student Success
UHs Strategic Planning Overview 2005ndash09
Revisiting the Strategic Plan
bull Do the goals of the University of Hawailsquoi System Strategic Plan need to be revised or updated
bull Do we need new or revised action strategies
bull How will we know when we have met our goals Can we identify specific targets and timelines for our action strategies
University of Hawailsquoi System Strategic Plan 2002ndash2010APP|Sep09 35 APP|Sep09 36
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Evaluate Current Plan Goals and Objectives
bull Worksheet exercise ndash keep throw out or revise ndash Identify measurable outcomes
bull Compiled results from 18 meetings (gt350 people attended fall 07ndashspr 08) and online discussion board
APP|Sep09 37
Strategic Plan Update Sessions What We LearnedmdashMost Frequent Observations
bull Current plan describes broad importantgoals but is vague
bull Campus actions are mixed with systemplan
bull System strategic plan should speak tostate workforce economic needs and benefits to local residents
bull System strategic plan should targetimproved access retention and success
APP|Sep09
UHs Strategic Planning Overview 2005ndash09
Summary of Meetings Spring 2008
bull Strategic outcomes amp performance indicators bull 19 meetings bull UH community legislators external
community
SERVINSERVING THE STATE OG THE STATE OFF HH AAWAIWAIlsquolsquoII
UH System Strategic Outcomes andUH System Strategic Outcomes and Performance Measures 2008Performance Measures 2008ndashndash20152015
APP|Sep09 39
38
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Degree Attainment of Native Hawaiians at UH GOAL INCREASE 6ndash9 PER YEAR
Strategic Outcome Native Hawaiian Educational Attainment
To position the University of Hawailsquoi as one of the worldrsquos foremost indigenous-serving universities by supporting the access and success of Native Hawaiians
1500
1200
900
600
300
0
880 960 933
979 989 1058
1132 1223
1320
1439
Goal Actual Goal Actual
2008 2009 2010 2011 2012 2013 2014 2015
Fiscal Year
Undergraduate Graduate
APP|Sep09 41 Source UH Institutional Research Office for actual data APP|Sep09
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 44
UH Degrees amp Certificates of Achievement Earned GOAL INCREASE 3ndash6 PER YEAR
7835 7996 8070 8084 8312 8645 8990 9440
9912 10507
0
3000
6000
9000
12000
2010 2011 2012 2013 2014 2015
Fiscal Year
Mānoa Hilo West Olsquoahu Community Colleges Note Projections based on percentage increases every two years (FY09ndashFY10 = 3 FY11ndashFY12 = 4 FY13ndashFY14 = 5 FY15 = 6) Source UH Institutional Research Office for actual data
2008 2009
Goal Actual Goal Actual
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Hawailsquoirsquos Educational Capital
To increase the educational capital of the state by increasing the participation and completion of students particularly Native Hawaiians low-income students and those from underserved regions
APP|Sep09 43
42
0
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Disbursement of PELL Grants GOAL INCREASE 5 PER YEAR
Number of Recipients $ million
Going Rates of Public and Private High Schools UH System GOAL INCREASE 3 PER YEAR
11701 12000
8316 8732
9168 9627
10108 10614
11144
8670
9769
$217 $228
$240 $252
$264 $277
$291 $306
$227
$284
Goal Actual Goal Actual
$40
$30 9000
$20 6000
$10 3000
$0
50
40
30
20
10
0
346 356 367 378 389 401 413 426
378
Goal Actual
2008 2009 2010 2011 2012 2013 2014 2015 2008 2009 2010 2011 2012 2013 2014 2015 Academic Year
Fall Semester
APP|Sep09
Number of PELL Recipients Total PELL Disbursed
Notes AY09 figures are preliminary Average amount awarded AY04 $2471 AY05 $2488 AY06 $2437 AY07 $2477 AY08 $2614 AY09 $2906 Source Office of Student Affairs for actual data 45 APP|Sep09
Notes The going rate is the percentage of Hawailsquoi high school graduates entering the University of Hawailsquoi without delay upon graduation from high school Fall 2009 data available December 2009
Source UH Institutional Research Office for actual data 46
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Economic Contribution
To contribute to the statersquos economy and provide a solid return on its investment in higher education through research and training
UHs Strategic Planning Overview 2005ndash09
UH Extramural Fund Support GOAL INCREASE 3 PER YEAR
$ million 500
400
300
200
100
0
339 368
349
414
359 370 381 393 404 417
Actual Goal Actual Goal
2008 2009 2010 2011 2012 2013 2014 2015 Fiscal Year
Research Non-Research
Note Non-research includes training instrumentation building improvements conferences centers boat operations art and dance performances etc APP|Sep09 Source Office of Research Services for actual data APP|Sep09 47 48
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Patents Invention Disclosures and Licenses Strategic OutcomeGOAL INCREASE 5ndash15 PER YEAR
70
60
50
40
30
20
10
0 Goal Actual Goal Actual 2010 2011 2012 2013 2014 2015
2008 2009 Fiscal Year
Invention Disclosures Received US Patents Issued LicenseOption Agreements Executed
Notes Projections Invention disclosures received = 5 US patents issued = 10 licenseoption agreements executed = 15 APP|Sep09 Source Office of Technology Transfer and Economic Development (OTTED) for actual data 49
UHs Strategic Planning Overview 2005ndash09
UH Degrees in STEM Fields GOAL INCREASE 3 PER YEAR
Globally Competitive Workforce
Address critical workforce shortages and prepare students (undergraduate graduate and professional) for effective engagement and leadership in a global environment
APP|Sep09
UHs Strategic Planning Overview 2005ndash09
Projected Annual Vacancies in Shortage Areas Statewide 2006ndash17 and Total UH Output 2008ndash09
2400 GOAL INCREASE 5 PER YEAR 1500
2000
1200 1600
900 1200
600800
400 300
0 0
1682 1724 1732 1733 1784 1838 1893 1950 2008 2069
Actual Goal Actual Goal
1222
487
297 335389
310 204
518
355
101124129 7478 69
2008 2009 2010 2011 2012 2013 2014 2015 Teachers Nurses (RN) ComputingIT Social Workers Hospitality (CC) Fiscal Year (Bachelors) (MSW)
AssociateCertificate Bachelors Masters Doctoral1st Professional Projected Annual Vacancies Goal (FY 2014ndash15) UH Output (FY 2008ndash09) Notes The UH System defines its STEM majors for its strategic outcomeperformance measure goal as those included in the
following Classification of Instructional Program (CIP) categories 01 03 11 14 15 26 27 40 and 51 Note Annual teacher vacancies has been revised since May 2008 Goals have been revised since May 2008 Source Economic Modeling Specialist Inc (EMSI) April 2007
APP|Sep09 Source UH Institutional Research Office for actual data 51 APP|Sep09 52UH Institutional Research Office for actual data
50
Goal
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Resources and Stewardship
To acquire allocate and manage public and private revenue streams and exercise exemplary stewardship over all of the Universityrsquos resources for a sustainable future
APP|Sep09 53
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 54
Annual Investment Required to Eliminate Deferred Maintenance Backlog by 2015
Note Goals have been revised since May 2008 Source The Facilities Renewal Reinvestment Study by the Pacific Partners Consulting Group April 2009
368
307
246
184
123
61
0 0
50
100
150
200
250
300
350
400
2009 2010 2011 2012 2013 2014 2015
$ million
Effect on backlog Projected capital renewal Required to reduce backlog
Required annual $61m investment
Projected capital renewal
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Funding Sources GOAL INCREASE NON-STATE REVENUE STREAMS For More Information 3ndash15 PER YEAR
$ million 971 Website wwwhawaiieduovpppuhplan
bull Strategic Outcomes and Performance Measures brochure
bull Dashboards brochure
2008 2009 2010 2011 2012 2013 2014 2015 Fiscal Year
681 697 725 769
813 859
894 932
0
200
400
600
800
1000
Actual Goal
Federal Tuition amp Fees SalesServices Private Giving (UHF)
Notes Goals Federal increase 3 per year Tuition and Fees 5ndash15 SalesServices 5 Private Giving (UHF) increase to $50m by 2015 APP|Sep09 Source General Accounting and Loan Collection Office and UH Foundation for actual data 55 APP|Sep09 56
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Evaluate Current Plan Goals and Objectives
bull Worksheet exercise ndash keep throw out or revise ndash Identify measurable outcomes
bull Compiled results from 18 meetings (gt350 people attended fall 07ndashspr 08) and online discussion board
APP|Sep09 37
Strategic Plan Update Sessions What We LearnedmdashMost Frequent Observations
bull Current plan describes broad importantgoals but is vague
bull Campus actions are mixed with systemplan
bull System strategic plan should speak tostate workforce economic needs and benefits to local residents
bull System strategic plan should targetimproved access retention and success
APP|Sep09
UHs Strategic Planning Overview 2005ndash09
Summary of Meetings Spring 2008
bull Strategic outcomes amp performance indicators bull 19 meetings bull UH community legislators external
community
SERVINSERVING THE STATE OG THE STATE OFF HH AAWAIWAIlsquolsquoII
UH System Strategic Outcomes andUH System Strategic Outcomes and Performance Measures 2008Performance Measures 2008ndashndash20152015
APP|Sep09 39
38
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Degree Attainment of Native Hawaiians at UH GOAL INCREASE 6ndash9 PER YEAR
Strategic Outcome Native Hawaiian Educational Attainment
To position the University of Hawailsquoi as one of the worldrsquos foremost indigenous-serving universities by supporting the access and success of Native Hawaiians
1500
1200
900
600
300
0
880 960 933
979 989 1058
1132 1223
1320
1439
Goal Actual Goal Actual
2008 2009 2010 2011 2012 2013 2014 2015
Fiscal Year
Undergraduate Graduate
APP|Sep09 41 Source UH Institutional Research Office for actual data APP|Sep09
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 44
UH Degrees amp Certificates of Achievement Earned GOAL INCREASE 3ndash6 PER YEAR
7835 7996 8070 8084 8312 8645 8990 9440
9912 10507
0
3000
6000
9000
12000
2010 2011 2012 2013 2014 2015
Fiscal Year
Mānoa Hilo West Olsquoahu Community Colleges Note Projections based on percentage increases every two years (FY09ndashFY10 = 3 FY11ndashFY12 = 4 FY13ndashFY14 = 5 FY15 = 6) Source UH Institutional Research Office for actual data
2008 2009
Goal Actual Goal Actual
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Hawailsquoirsquos Educational Capital
To increase the educational capital of the state by increasing the participation and completion of students particularly Native Hawaiians low-income students and those from underserved regions
APP|Sep09 43
42
0
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Disbursement of PELL Grants GOAL INCREASE 5 PER YEAR
Number of Recipients $ million
Going Rates of Public and Private High Schools UH System GOAL INCREASE 3 PER YEAR
11701 12000
8316 8732
9168 9627
10108 10614
11144
8670
9769
$217 $228
$240 $252
$264 $277
$291 $306
$227
$284
Goal Actual Goal Actual
$40
$30 9000
$20 6000
$10 3000
$0
50
40
30
20
10
0
346 356 367 378 389 401 413 426
378
Goal Actual
2008 2009 2010 2011 2012 2013 2014 2015 2008 2009 2010 2011 2012 2013 2014 2015 Academic Year
Fall Semester
APP|Sep09
Number of PELL Recipients Total PELL Disbursed
Notes AY09 figures are preliminary Average amount awarded AY04 $2471 AY05 $2488 AY06 $2437 AY07 $2477 AY08 $2614 AY09 $2906 Source Office of Student Affairs for actual data 45 APP|Sep09
Notes The going rate is the percentage of Hawailsquoi high school graduates entering the University of Hawailsquoi without delay upon graduation from high school Fall 2009 data available December 2009
Source UH Institutional Research Office for actual data 46
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Economic Contribution
To contribute to the statersquos economy and provide a solid return on its investment in higher education through research and training
UHs Strategic Planning Overview 2005ndash09
UH Extramural Fund Support GOAL INCREASE 3 PER YEAR
$ million 500
400
300
200
100
0
339 368
349
414
359 370 381 393 404 417
Actual Goal Actual Goal
2008 2009 2010 2011 2012 2013 2014 2015 Fiscal Year
Research Non-Research
Note Non-research includes training instrumentation building improvements conferences centers boat operations art and dance performances etc APP|Sep09 Source Office of Research Services for actual data APP|Sep09 47 48
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Patents Invention Disclosures and Licenses Strategic OutcomeGOAL INCREASE 5ndash15 PER YEAR
70
60
50
40
30
20
10
0 Goal Actual Goal Actual 2010 2011 2012 2013 2014 2015
2008 2009 Fiscal Year
Invention Disclosures Received US Patents Issued LicenseOption Agreements Executed
Notes Projections Invention disclosures received = 5 US patents issued = 10 licenseoption agreements executed = 15 APP|Sep09 Source Office of Technology Transfer and Economic Development (OTTED) for actual data 49
UHs Strategic Planning Overview 2005ndash09
UH Degrees in STEM Fields GOAL INCREASE 3 PER YEAR
Globally Competitive Workforce
Address critical workforce shortages and prepare students (undergraduate graduate and professional) for effective engagement and leadership in a global environment
APP|Sep09
UHs Strategic Planning Overview 2005ndash09
Projected Annual Vacancies in Shortage Areas Statewide 2006ndash17 and Total UH Output 2008ndash09
2400 GOAL INCREASE 5 PER YEAR 1500
2000
1200 1600
900 1200
600800
400 300
0 0
1682 1724 1732 1733 1784 1838 1893 1950 2008 2069
Actual Goal Actual Goal
1222
487
297 335389
310 204
518
355
101124129 7478 69
2008 2009 2010 2011 2012 2013 2014 2015 Teachers Nurses (RN) ComputingIT Social Workers Hospitality (CC) Fiscal Year (Bachelors) (MSW)
AssociateCertificate Bachelors Masters Doctoral1st Professional Projected Annual Vacancies Goal (FY 2014ndash15) UH Output (FY 2008ndash09) Notes The UH System defines its STEM majors for its strategic outcomeperformance measure goal as those included in the
following Classification of Instructional Program (CIP) categories 01 03 11 14 15 26 27 40 and 51 Note Annual teacher vacancies has been revised since May 2008 Goals have been revised since May 2008 Source Economic Modeling Specialist Inc (EMSI) April 2007
APP|Sep09 Source UH Institutional Research Office for actual data 51 APP|Sep09 52UH Institutional Research Office for actual data
50
Goal
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Resources and Stewardship
To acquire allocate and manage public and private revenue streams and exercise exemplary stewardship over all of the Universityrsquos resources for a sustainable future
APP|Sep09 53
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 54
Annual Investment Required to Eliminate Deferred Maintenance Backlog by 2015
Note Goals have been revised since May 2008 Source The Facilities Renewal Reinvestment Study by the Pacific Partners Consulting Group April 2009
368
307
246
184
123
61
0 0
50
100
150
200
250
300
350
400
2009 2010 2011 2012 2013 2014 2015
$ million
Effect on backlog Projected capital renewal Required to reduce backlog
Required annual $61m investment
Projected capital renewal
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Funding Sources GOAL INCREASE NON-STATE REVENUE STREAMS For More Information 3ndash15 PER YEAR
$ million 971 Website wwwhawaiieduovpppuhplan
bull Strategic Outcomes and Performance Measures brochure
bull Dashboards brochure
2008 2009 2010 2011 2012 2013 2014 2015 Fiscal Year
681 697 725 769
813 859
894 932
0
200
400
600
800
1000
Actual Goal
Federal Tuition amp Fees SalesServices Private Giving (UHF)
Notes Goals Federal increase 3 per year Tuition and Fees 5ndash15 SalesServices 5 Private Giving (UHF) increase to $50m by 2015 APP|Sep09 Source General Accounting and Loan Collection Office and UH Foundation for actual data 55 APP|Sep09 56
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
Degree Attainment of Native Hawaiians at UH GOAL INCREASE 6ndash9 PER YEAR
Strategic Outcome Native Hawaiian Educational Attainment
To position the University of Hawailsquoi as one of the worldrsquos foremost indigenous-serving universities by supporting the access and success of Native Hawaiians
1500
1200
900
600
300
0
880 960 933
979 989 1058
1132 1223
1320
1439
Goal Actual Goal Actual
2008 2009 2010 2011 2012 2013 2014 2015
Fiscal Year
Undergraduate Graduate
APP|Sep09 41 Source UH Institutional Research Office for actual data APP|Sep09
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 44
UH Degrees amp Certificates of Achievement Earned GOAL INCREASE 3ndash6 PER YEAR
7835 7996 8070 8084 8312 8645 8990 9440
9912 10507
0
3000
6000
9000
12000
2010 2011 2012 2013 2014 2015
Fiscal Year
Mānoa Hilo West Olsquoahu Community Colleges Note Projections based on percentage increases every two years (FY09ndashFY10 = 3 FY11ndashFY12 = 4 FY13ndashFY14 = 5 FY15 = 6) Source UH Institutional Research Office for actual data
2008 2009
Goal Actual Goal Actual
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Hawailsquoirsquos Educational Capital
To increase the educational capital of the state by increasing the participation and completion of students particularly Native Hawaiians low-income students and those from underserved regions
APP|Sep09 43
42
0
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Disbursement of PELL Grants GOAL INCREASE 5 PER YEAR
Number of Recipients $ million
Going Rates of Public and Private High Schools UH System GOAL INCREASE 3 PER YEAR
11701 12000
8316 8732
9168 9627
10108 10614
11144
8670
9769
$217 $228
$240 $252
$264 $277
$291 $306
$227
$284
Goal Actual Goal Actual
$40
$30 9000
$20 6000
$10 3000
$0
50
40
30
20
10
0
346 356 367 378 389 401 413 426
378
Goal Actual
2008 2009 2010 2011 2012 2013 2014 2015 2008 2009 2010 2011 2012 2013 2014 2015 Academic Year
Fall Semester
APP|Sep09
Number of PELL Recipients Total PELL Disbursed
Notes AY09 figures are preliminary Average amount awarded AY04 $2471 AY05 $2488 AY06 $2437 AY07 $2477 AY08 $2614 AY09 $2906 Source Office of Student Affairs for actual data 45 APP|Sep09
Notes The going rate is the percentage of Hawailsquoi high school graduates entering the University of Hawailsquoi without delay upon graduation from high school Fall 2009 data available December 2009
Source UH Institutional Research Office for actual data 46
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Economic Contribution
To contribute to the statersquos economy and provide a solid return on its investment in higher education through research and training
UHs Strategic Planning Overview 2005ndash09
UH Extramural Fund Support GOAL INCREASE 3 PER YEAR
$ million 500
400
300
200
100
0
339 368
349
414
359 370 381 393 404 417
Actual Goal Actual Goal
2008 2009 2010 2011 2012 2013 2014 2015 Fiscal Year
Research Non-Research
Note Non-research includes training instrumentation building improvements conferences centers boat operations art and dance performances etc APP|Sep09 Source Office of Research Services for actual data APP|Sep09 47 48
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Patents Invention Disclosures and Licenses Strategic OutcomeGOAL INCREASE 5ndash15 PER YEAR
70
60
50
40
30
20
10
0 Goal Actual Goal Actual 2010 2011 2012 2013 2014 2015
2008 2009 Fiscal Year
Invention Disclosures Received US Patents Issued LicenseOption Agreements Executed
Notes Projections Invention disclosures received = 5 US patents issued = 10 licenseoption agreements executed = 15 APP|Sep09 Source Office of Technology Transfer and Economic Development (OTTED) for actual data 49
UHs Strategic Planning Overview 2005ndash09
UH Degrees in STEM Fields GOAL INCREASE 3 PER YEAR
Globally Competitive Workforce
Address critical workforce shortages and prepare students (undergraduate graduate and professional) for effective engagement and leadership in a global environment
APP|Sep09
UHs Strategic Planning Overview 2005ndash09
Projected Annual Vacancies in Shortage Areas Statewide 2006ndash17 and Total UH Output 2008ndash09
2400 GOAL INCREASE 5 PER YEAR 1500
2000
1200 1600
900 1200
600800
400 300
0 0
1682 1724 1732 1733 1784 1838 1893 1950 2008 2069
Actual Goal Actual Goal
1222
487
297 335389
310 204
518
355
101124129 7478 69
2008 2009 2010 2011 2012 2013 2014 2015 Teachers Nurses (RN) ComputingIT Social Workers Hospitality (CC) Fiscal Year (Bachelors) (MSW)
AssociateCertificate Bachelors Masters Doctoral1st Professional Projected Annual Vacancies Goal (FY 2014ndash15) UH Output (FY 2008ndash09) Notes The UH System defines its STEM majors for its strategic outcomeperformance measure goal as those included in the
following Classification of Instructional Program (CIP) categories 01 03 11 14 15 26 27 40 and 51 Note Annual teacher vacancies has been revised since May 2008 Goals have been revised since May 2008 Source Economic Modeling Specialist Inc (EMSI) April 2007
APP|Sep09 Source UH Institutional Research Office for actual data 51 APP|Sep09 52UH Institutional Research Office for actual data
50
Goal
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Resources and Stewardship
To acquire allocate and manage public and private revenue streams and exercise exemplary stewardship over all of the Universityrsquos resources for a sustainable future
APP|Sep09 53
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 54
Annual Investment Required to Eliminate Deferred Maintenance Backlog by 2015
Note Goals have been revised since May 2008 Source The Facilities Renewal Reinvestment Study by the Pacific Partners Consulting Group April 2009
368
307
246
184
123
61
0 0
50
100
150
200
250
300
350
400
2009 2010 2011 2012 2013 2014 2015
$ million
Effect on backlog Projected capital renewal Required to reduce backlog
Required annual $61m investment
Projected capital renewal
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Funding Sources GOAL INCREASE NON-STATE REVENUE STREAMS For More Information 3ndash15 PER YEAR
$ million 971 Website wwwhawaiieduovpppuhplan
bull Strategic Outcomes and Performance Measures brochure
bull Dashboards brochure
2008 2009 2010 2011 2012 2013 2014 2015 Fiscal Year
681 697 725 769
813 859
894 932
0
200
400
600
800
1000
Actual Goal
Federal Tuition amp Fees SalesServices Private Giving (UHF)
Notes Goals Federal increase 3 per year Tuition and Fees 5ndash15 SalesServices 5 Private Giving (UHF) increase to $50m by 2015 APP|Sep09 Source General Accounting and Loan Collection Office and UH Foundation for actual data 55 APP|Sep09 56
0
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Disbursement of PELL Grants GOAL INCREASE 5 PER YEAR
Number of Recipients $ million
Going Rates of Public and Private High Schools UH System GOAL INCREASE 3 PER YEAR
11701 12000
8316 8732
9168 9627
10108 10614
11144
8670
9769
$217 $228
$240 $252
$264 $277
$291 $306
$227
$284
Goal Actual Goal Actual
$40
$30 9000
$20 6000
$10 3000
$0
50
40
30
20
10
0
346 356 367 378 389 401 413 426
378
Goal Actual
2008 2009 2010 2011 2012 2013 2014 2015 2008 2009 2010 2011 2012 2013 2014 2015 Academic Year
Fall Semester
APP|Sep09
Number of PELL Recipients Total PELL Disbursed
Notes AY09 figures are preliminary Average amount awarded AY04 $2471 AY05 $2488 AY06 $2437 AY07 $2477 AY08 $2614 AY09 $2906 Source Office of Student Affairs for actual data 45 APP|Sep09
Notes The going rate is the percentage of Hawailsquoi high school graduates entering the University of Hawailsquoi without delay upon graduation from high school Fall 2009 data available December 2009
Source UH Institutional Research Office for actual data 46
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Economic Contribution
To contribute to the statersquos economy and provide a solid return on its investment in higher education through research and training
UHs Strategic Planning Overview 2005ndash09
UH Extramural Fund Support GOAL INCREASE 3 PER YEAR
$ million 500
400
300
200
100
0
339 368
349
414
359 370 381 393 404 417
Actual Goal Actual Goal
2008 2009 2010 2011 2012 2013 2014 2015 Fiscal Year
Research Non-Research
Note Non-research includes training instrumentation building improvements conferences centers boat operations art and dance performances etc APP|Sep09 Source Office of Research Services for actual data APP|Sep09 47 48
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Patents Invention Disclosures and Licenses Strategic OutcomeGOAL INCREASE 5ndash15 PER YEAR
70
60
50
40
30
20
10
0 Goal Actual Goal Actual 2010 2011 2012 2013 2014 2015
2008 2009 Fiscal Year
Invention Disclosures Received US Patents Issued LicenseOption Agreements Executed
Notes Projections Invention disclosures received = 5 US patents issued = 10 licenseoption agreements executed = 15 APP|Sep09 Source Office of Technology Transfer and Economic Development (OTTED) for actual data 49
UHs Strategic Planning Overview 2005ndash09
UH Degrees in STEM Fields GOAL INCREASE 3 PER YEAR
Globally Competitive Workforce
Address critical workforce shortages and prepare students (undergraduate graduate and professional) for effective engagement and leadership in a global environment
APP|Sep09
UHs Strategic Planning Overview 2005ndash09
Projected Annual Vacancies in Shortage Areas Statewide 2006ndash17 and Total UH Output 2008ndash09
2400 GOAL INCREASE 5 PER YEAR 1500
2000
1200 1600
900 1200
600800
400 300
0 0
1682 1724 1732 1733 1784 1838 1893 1950 2008 2069
Actual Goal Actual Goal
1222
487
297 335389
310 204
518
355
101124129 7478 69
2008 2009 2010 2011 2012 2013 2014 2015 Teachers Nurses (RN) ComputingIT Social Workers Hospitality (CC) Fiscal Year (Bachelors) (MSW)
AssociateCertificate Bachelors Masters Doctoral1st Professional Projected Annual Vacancies Goal (FY 2014ndash15) UH Output (FY 2008ndash09) Notes The UH System defines its STEM majors for its strategic outcomeperformance measure goal as those included in the
following Classification of Instructional Program (CIP) categories 01 03 11 14 15 26 27 40 and 51 Note Annual teacher vacancies has been revised since May 2008 Goals have been revised since May 2008 Source Economic Modeling Specialist Inc (EMSI) April 2007
APP|Sep09 Source UH Institutional Research Office for actual data 51 APP|Sep09 52UH Institutional Research Office for actual data
50
Goal
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Resources and Stewardship
To acquire allocate and manage public and private revenue streams and exercise exemplary stewardship over all of the Universityrsquos resources for a sustainable future
APP|Sep09 53
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 54
Annual Investment Required to Eliminate Deferred Maintenance Backlog by 2015
Note Goals have been revised since May 2008 Source The Facilities Renewal Reinvestment Study by the Pacific Partners Consulting Group April 2009
368
307
246
184
123
61
0 0
50
100
150
200
250
300
350
400
2009 2010 2011 2012 2013 2014 2015
$ million
Effect on backlog Projected capital renewal Required to reduce backlog
Required annual $61m investment
Projected capital renewal
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Funding Sources GOAL INCREASE NON-STATE REVENUE STREAMS For More Information 3ndash15 PER YEAR
$ million 971 Website wwwhawaiieduovpppuhplan
bull Strategic Outcomes and Performance Measures brochure
bull Dashboards brochure
2008 2009 2010 2011 2012 2013 2014 2015 Fiscal Year
681 697 725 769
813 859
894 932
0
200
400
600
800
1000
Actual Goal
Federal Tuition amp Fees SalesServices Private Giving (UHF)
Notes Goals Federal increase 3 per year Tuition and Fees 5ndash15 SalesServices 5 Private Giving (UHF) increase to $50m by 2015 APP|Sep09 Source General Accounting and Loan Collection Office and UH Foundation for actual data 55 APP|Sep09 56
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Patents Invention Disclosures and Licenses Strategic OutcomeGOAL INCREASE 5ndash15 PER YEAR
70
60
50
40
30
20
10
0 Goal Actual Goal Actual 2010 2011 2012 2013 2014 2015
2008 2009 Fiscal Year
Invention Disclosures Received US Patents Issued LicenseOption Agreements Executed
Notes Projections Invention disclosures received = 5 US patents issued = 10 licenseoption agreements executed = 15 APP|Sep09 Source Office of Technology Transfer and Economic Development (OTTED) for actual data 49
UHs Strategic Planning Overview 2005ndash09
UH Degrees in STEM Fields GOAL INCREASE 3 PER YEAR
Globally Competitive Workforce
Address critical workforce shortages and prepare students (undergraduate graduate and professional) for effective engagement and leadership in a global environment
APP|Sep09
UHs Strategic Planning Overview 2005ndash09
Projected Annual Vacancies in Shortage Areas Statewide 2006ndash17 and Total UH Output 2008ndash09
2400 GOAL INCREASE 5 PER YEAR 1500
2000
1200 1600
900 1200
600800
400 300
0 0
1682 1724 1732 1733 1784 1838 1893 1950 2008 2069
Actual Goal Actual Goal
1222
487
297 335389
310 204
518
355
101124129 7478 69
2008 2009 2010 2011 2012 2013 2014 2015 Teachers Nurses (RN) ComputingIT Social Workers Hospitality (CC) Fiscal Year (Bachelors) (MSW)
AssociateCertificate Bachelors Masters Doctoral1st Professional Projected Annual Vacancies Goal (FY 2014ndash15) UH Output (FY 2008ndash09) Notes The UH System defines its STEM majors for its strategic outcomeperformance measure goal as those included in the
following Classification of Instructional Program (CIP) categories 01 03 11 14 15 26 27 40 and 51 Note Annual teacher vacancies has been revised since May 2008 Goals have been revised since May 2008 Source Economic Modeling Specialist Inc (EMSI) April 2007
APP|Sep09 Source UH Institutional Research Office for actual data 51 APP|Sep09 52UH Institutional Research Office for actual data
50
Goal
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Resources and Stewardship
To acquire allocate and manage public and private revenue streams and exercise exemplary stewardship over all of the Universityrsquos resources for a sustainable future
APP|Sep09 53
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 54
Annual Investment Required to Eliminate Deferred Maintenance Backlog by 2015
Note Goals have been revised since May 2008 Source The Facilities Renewal Reinvestment Study by the Pacific Partners Consulting Group April 2009
368
307
246
184
123
61
0 0
50
100
150
200
250
300
350
400
2009 2010 2011 2012 2013 2014 2015
$ million
Effect on backlog Projected capital renewal Required to reduce backlog
Required annual $61m investment
Projected capital renewal
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Funding Sources GOAL INCREASE NON-STATE REVENUE STREAMS For More Information 3ndash15 PER YEAR
$ million 971 Website wwwhawaiieduovpppuhplan
bull Strategic Outcomes and Performance Measures brochure
bull Dashboards brochure
2008 2009 2010 2011 2012 2013 2014 2015 Fiscal Year
681 697 725 769
813 859
894 932
0
200
400
600
800
1000
Actual Goal
Federal Tuition amp Fees SalesServices Private Giving (UHF)
Notes Goals Federal increase 3 per year Tuition and Fees 5ndash15 SalesServices 5 Private Giving (UHF) increase to $50m by 2015 APP|Sep09 Source General Accounting and Loan Collection Office and UH Foundation for actual data 55 APP|Sep09 56
Goal
UHs Strategic Planning Overview 2005ndash09
Strategic Outcome Resources and Stewardship
To acquire allocate and manage public and private revenue streams and exercise exemplary stewardship over all of the Universityrsquos resources for a sustainable future
APP|Sep09 53
UHs Strategic Planning Overview 2005ndash09
APP|Sep09 54
Annual Investment Required to Eliminate Deferred Maintenance Backlog by 2015
Note Goals have been revised since May 2008 Source The Facilities Renewal Reinvestment Study by the Pacific Partners Consulting Group April 2009
368
307
246
184
123
61
0 0
50
100
150
200
250
300
350
400
2009 2010 2011 2012 2013 2014 2015
$ million
Effect on backlog Projected capital renewal Required to reduce backlog
Required annual $61m investment
Projected capital renewal
UHs Strategic Planning Overview 2005ndash09 UHs Strategic Planning Overview 2005ndash09
UH Funding Sources GOAL INCREASE NON-STATE REVENUE STREAMS For More Information 3ndash15 PER YEAR
$ million 971 Website wwwhawaiieduovpppuhplan
bull Strategic Outcomes and Performance Measures brochure
bull Dashboards brochure
2008 2009 2010 2011 2012 2013 2014 2015 Fiscal Year
681 697 725 769
813 859
894 932
0
200
400
600
800
1000
Actual Goal
Federal Tuition amp Fees SalesServices Private Giving (UHF)
Notes Goals Federal increase 3 per year Tuition and Fees 5ndash15 SalesServices 5 Private Giving (UHF) increase to $50m by 2015 APP|Sep09 Source General Accounting and Loan Collection Office and UH Foundation for actual data 55 APP|Sep09 56