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Resources & Planning Committee

President’s Accountability MeasuresAugust 20, 2009

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Strategic Directions

• A roadmap for strengthening and enhancing• teaching and learning• research and discovery• service and engagement• economic development • the administrative functions that support these strategic

themes• Nine goals with detailed enabling strategies• Aligned with campus strategic plans• Report on campus and system office actions during

2009

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Efficiency & Effectiveness Report FY 2009

• Commitment to responsible stewardship of University assets and resources

• Cost management $ 37.6 million• Cost avoidance $ 26.6• Revenue enhancement $ 27.0• Strategic reallocation $ 7.1

Total Impact $ 98.3 million• +Build America Bonds 40.0 million• +Benefit changes 12.0 million

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Funding/FTE Student FTE Enrollment

University of MissouriEfficiency Measures

FY2001-2009

2001 2002 2003 2004 2005 2006 2007 2008 2009$0

$4,000

$8,000

$12,000

$16,000

$20,000

$24,000

0

10,000

20,000

30,000

40,000

50,000

State Appr./FTE Net Tuition/FTE Funding/FTE Adj. for Inflation (HEPI) Total Funding/FTE Adj. for Inflation(CPI)FTE Enrollment

25% Efficiency

Est.

11% Efficiency

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President’s Accountability Measures

Background

• President’s initiative to promote transparency and accountability regarding the University’s overall performance

• “A Strategic Direction for the University System” outlined first draft of the measures (October 2008)

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President’s Accountability Measures

Measures Aligned with Strategic Directions Five Themes

• Teaching & Learning• Economic Development• Research & Discovery• Community Service & Engagement• Developing & Managing Human, Financial &

Physical Resources

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President’s Accountability Measures

Principles of Identifying Measures

• Most meaningful measures under each theme• Common data sources & definitions across

campuses• Externally-validated sources• Comparator peer data availability• Include measures from CBHE Coordinated Plan

and from the Voluntary System of Accountability

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President’s Accountability Measures

Process of Developing Measures

• Task Force began in August 2008• Four campuses and UM System represented• UM System IR maintained the official report template• Report template & core measures finished March

2009• Historical data, benchmarks, & comparator peer averages populated

April 2009 & revised July/August 2009• Campuses given option to add campus-specific measures• Campus targets in August 2009

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President’s Accountability Measures

Components of Notebook

1. Guide to the President’s Accountability Measures

2. Campus reports: historical data, benchmarks, comparator peer averages, targets, indicators, source

3. Campus comparator peer groups4. Operational definitions and complete data

sources

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President’s Accountability MeasuresComponents of the Report

• Three years of historical data• Indicator: green, yellow, red• Campus three-year target• Benchmark (best in class)• Comparator peer average• Source• Voluntary System of Accountability or Coordinated

Plan component • Data definition/notes

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President’s Accountability Measures

• Next Step: Outside “audit” of measures• Validity and reasonableness of measures, targets,

benchmarks and peer comparisons

• Annual Process• In collaboration with the campuses, UM System IR

responsible for maintaining & updating report• Annual update shared with Board of Curators at

December meeting• Considered dynamic document