1

CAMPUS FORUM

October 13, 2009

2

Vision for 2035:

World Class Research University

3

Strategic Plan

• Approved by Board of Control on July 16, 2009

Major Goals Remain SamePeopleDistinctive EducationResearch/Scholarship/Creativity

• http://www.mtu.edu/stratplan/

4

UNIVERSITY METRICS

5

6

7

8

9

ENROLLMENT

10

19701971

19721973

19741975

19761977

19781979

19801981

19821983

19841985

19861987

19881989

19901991

19921993

19941995

19961997

19981999

20002001

20022003

20042005

20062007

20082009

4,500

5,000

5,500

6,000

6,500

7,000

7,500

8,000

8,500

Michigan Tech Fall Enrollment History 1970-2009

Standard Learning On-Line Learning ESD Students*2009 figures are final prelimi-nary

7,1327,018

11

12

2004 2005 2006 2007 2008 20090

200

400

600

800

1000

1200

1400

1600

1800

2000

12271327

1169 12231365

1159

198

213

218229

216

236

151

156

169138

171

224

72

96

7773

72

106

New Student Enrollment by Student Type

Freshmen Transfer Masters Doctoral

1,6481,792 1,633 1,663 1,824 1,725

132002 2003 2004 2005 2006 2007 2008 2009

0

200

400

600

800

1000

1200

1400

Student Diversity 2002-2009

PacificIslanderAfrican American Non-HispanicHispanic AmericanAsian AmericanAmerican IndianMulti RacialInternational

142000 2001 2002 2003 2004 2005 2006 2007 2008 2009

19

20

21

22

23

24

25

26

27

28

26.5 26.426.8 26.6 26.5

26.2 26.326.8

26.526.9

25.3 25.3 25.5 25.4 25.425.1 25.2

25.6 25.626

23.8 23.7 23.7 23.7 23.8 23.723.9

24.224.4

24.8

20.7 20.7 20.7 20.6 20.7 20.7 20.821 21 2121 21 21

20.8 20.8 20.921.1 21.2 21.1

21.1

20.520.2 20.3 20.3 20.4 20.4

20.6 20.7 20.6 20.6

Freshman Michigan Tech vs. National ACT Scores 2000-2009

Michigan Tech ACT MathMichigan Tech ACT CompositeMichigan Tech ACT EnglishNational ACT MathNational ACT CompositeNational ACT English

ACT

Scor

e

15

FINANCIAL POSITION

Current Fund 2009(in Thousands)

16

Original

Projection Final

Revenue 232,008 228,829

Expense (231,536) (227,394)

Investment Gains (Losses) 550 (1,215)

Net Income (Loss) 1,022 220

Current Fund Balance 16,437 15,635

Note: Current Fund includes General Fund, Designated Fund, Auxiliaries,

Retirement and Insurance, and the Expendable Restricted Funds.

17

State Higher Education Budget

1819

6719

6919

7119

7319

7519

7719

7919

8119

8319

8519

8719

8919

9119

9319

9519

9719

9920

0120

0320

0520

0720

09$0

$10,000

$20,000

$30,000

$40,000

$50,000

$60,000

State Operation Appropriationsto Michigan Technological University

FY1965 through FY2009

Unadjusted Adjusted with CPI Adjusted with HEPI

Ap

pro

pri

atio

ns

(in

Th

ou

san

ds)

*FY 2007 EstimatedAdjusted to FY1984 Dollars

19

0

5000000

10000000

15000000

20000000

25000000

30000000

35000000

40000000

45000000CASH FLOW

2007,2008 & 2009 YTD(dollars in millions)

2007

2008

2009

Debt Per School 2008

Oaklan

d Universi

ty

Ferri

s Stat

e Unive

rsity

Michiga

n Tech

nological

Universi

ty

Centra

l Mich

igan Unive

rsity

Easte

rn M

ichiga

n Universi

ty

Virginia

Polytech

nic Insti

tute an

d State

Universi

ty

Missouri U

niversi

ty of S

cience

and Te

chnology

Grand Vall

ey St

ate Unive

rsity

Lake S

uperior S

tate U

niversi

ty

Universi

ty of W

isconsin

-Mad

ison

Northern

Mich

igan Unive

rsity

Michiga

n State

Universi

ty

Purdue U

niversi

ty-Main

Campus

West

ern M

ichiga

n Universi

ty

Sagin

aw Vall

ey St

ate Unive

rsity

Way

ne Stat

e Unive

rsity

Universi

ty of M

innesota-

Twin Cities

Universi

ty of Il

linois a

t Urb

ana-C

hampaig

n

Colorado Sc

hool of M

ines

Universi

ty of M

ichiga

n-Ann Arb

or

Georgi

a Insti

tute of T

echnology

-Main

Campus

0

5000

10000

15000

20000

25000

30000

35000

20

Source: IPEDS

21

FACULTY HIRING

22

Michigan Technological UniversityTenured/Tenure Track Faculty by Gender

2004-05 through 2009-10

2004-05 2005-06 2006-07 2007-08 2008-09 2009-10Male 251 241 235 239 241 245 Female 64 65 65 71 71 86

Total 315 306 300 310 312 331

Percent Female 20.3 21.2 21.7 22.9 22.8 26.0

Note: Figures include all tenured and tenure track instructional and research faculty. Also includes those faculty on sabbatical or on unpaid leave of absence. Deans, associate deans, department chairs, executives and professional staff w ith tenure are excluded.

23

25 - 29 30-35 36 - 39 40-45 46 - 49 50 - 55 56 - 59 60 - 65 66 - 69 70 - 75

0

5

10

15

20

25

30

35

40

4

25

19

15

8

3 3

01

00

2

8

2625

34

17 17

5

00 01

78

23

18

30

10

1

Tenured/Tenured-Track Faculty June 2007

Asst Professor Assoc Professor Professor

Years - Age of Faculty

Nu

mb

er

of

Fa

cu

lty

24

25 - 29 30-35 36-39 40-45 46-49 50-55 56-59 60 - 65 66 - 69 70 - 750

5

10

15

20

25

30

35

3

31 31

18

7

5

01

01

0

3

10

26

16

23

17 17

3

00 01

5

11

25

20

23

9

3

Tenured/Tenured-Track Faculty - 2008(does not include administrative faculty, i.e. deans, chairs)

Assistant Professor Associate Professor Professor

Years - Age of Faculty

Nu

mb

er o

f F

acu

lty

25

25-29 30-35 36-39 40-45 46-49 50-55 56-59 60-65 66-69 70-750

5

10

15

20

25

30

35

40

45

50

6

43

30

19

9

4

1 10

10

3

11

31

14

1920

18

2

00 0 0

5

12

26

22

24

5 5

Tenured/Tenured-Track Faculty as of 10/05/2009(does not include administrative faculty, i.e. deans, chairs)

Assistant Professor Associate Professor Professor

Years - Age of Faculty

Nu

mb

er o

f F

acu

lty

26

STRATEGIC FACULTY HIRING INITIATIVE

Sustainability– Seven Hires– Three Endowed Robbins Chairs

Computational Design & Innovation– Seven Hires– One to Start Next Fall– Jackson Endowed Professorship – Re-advertise– House Endowed Professorship – Candidate under Consideration

27

2009-10 SFHI:

Energy – next generation energy systems

Bruce Mork, Jeff Naber, co-chairs(Bill Predebon: Henes chair search)

Health – basic science, technologies, medical informatics

Greg Odegard, chairTransportation (2011)

Larry Sutter, chair

28

2007-08 SFHI Sustainability (7new faculty)

> Graduate Students (As of Spring, 2009) > Advised: 3 PhD Students > Committee Member: 5 PhD, 6 MS > Courses Taught (2008-09) > 3 Graduate, 5 Undergraduate > Proposals Submitted (as of Sept, 2009) > 50 [32 as Principal Investigators, 18 as co-PI] > Proposals Funded (as of Sept 2009) > $ 588,000 [total; 3 as PI, 2 as co-investigator]

> Publications [as of Spring 09]: > 8 Published in 2009; 7 accepted for publication

29

RESEARCH

30

FY08 NSF Research Rankings

• 163rd out of 679 Nationally

• 168th in Federal research based on $58.7M in science and engineering research expenditures.

31

FY09 Sponsored Program Award Update

1994 1996 1998 2000 2002 2004 2006 2008 20100

10,000,000

20,000,000

30,000,000

40,000,000

50,000,000

60,000,000

32

FY2009 UpdateSponsored Program Awards

• Awards for FY09 totaled $53.1 million, an increase of 29% over FY08.

33

First Quarter FY2009 UpdateSponsored Program Awards

2004 2005 2006 2007 2008 2009 2010 20118,000,000

9,000,000

10,000,000

11,000,000

12,000,000

13,000,000

14,000,000

15,000,000

34

CAPITAL PROJECTS

35

36RESIDENTIAL APARTMENTS - Preliminary Design

37

Residential Apartments

38

Rozsa ArtGallery Lakeshore Center

39

Library Cafe Hockey Skybox

40

CAPITAL CAMPAIGN

41

MICHIGAN TECHNOLOGICAL UNIVERSITY Generations of Discovery

Campaign Progress Summary as of September 30, 2009

Alumni & Friends $ 71,542,443Corporations 27,064,021Private Foundations 2,028,032Gifts-in-Kind 4,270,159Grand Total $104,904,656

42

The Power of “One”

• EcoCAR• Peace Corps Masters International Program• Outdoor Adventure Program• Crew• Reading Program

43

The Power of “One”

• EcoCAR• Peace Corps Masters International Program• Outdoor Adventure Program• Crew• Reading Program• Women’s Soccer

44

Compensation Changes

• Salary

• Retirement – Compensation Shift (Defined Contribution Participants)

• Health Care

45

Compensation Strategy Task ForceFinal ReportJune 1, 2008

• Increase Promotional Adjustment for Faculty

• Fringe Rate is High and Salaries are Low– Median 34-36% Michigan Tech 45% (FY08)

46

Last YearBenefits Liaison Group Recommended:

Change in Insurer

Change in Health PlanPPOHSAFlexibility

1.45% Salary Adjustment

47

This Year

Benefits Liaison Group Charge:

Offer More Flexibility on Retirement SavingsCurrent – 10.55% University Contribution 2 + 2 Matching Program

Reduce Fringe Benefit Rate

48

New Flexible Retirement Plans (Defined Contribution)

5-5-5 (5% University Contribution; 5-5 Match Program; +2% Salary

Adjustment on January 1)

OR

0-7.5-7.5 Matching Program (+4.5% Salary Adjustment on January 1)

IRREVOCABLE DECISION

49

Major Health Care Plan Updates

• HSA – Increase Out-of-Pocket Maximum by Single-$500; Family-$1,000

• PPO – Premium Increase from 10% to 15%

Open Enrollment Forum ScheduleDATE TIME PLACE

Wednesday, October 14 5:30pm Special Meeting of the University Senate

Monday, October 19 2:00 - 4:00pm MUB - Ballroom A2

Thursday, October 22 9:00am – 11:00am MUB – Alumni Lounge

Tuesday, October 27 10:00 - Noon MUB - Ballroom A-1

Wednesday, October 28 2:00 – 4:00 pm MUB – Ballroom A2

Monday, November 2 2:00 – 4:00pm MUB- Alumni Lounge

Thursday, November 5 10:00am - Noon MUB – Ballroom A1

Wednesday, November 11th TBD MTRI - Ann Arbor MI

Thursday, November 12th 5:30pm - 7pm MUB – Ballroom A2

Friday, November 13th 10am - Noon MUB - Ballroom A2

Monday, November 16 10:00 am - Noon MUB Ballroom B

Thursday, November 19 2:00 – 4:00 pm MUB – Ballroom A2

Tuesday, November 24th 10:00am – Noon MUB – Ballroom A2

51

QUESTIONS