Work Session
May 23-24, 2002


Board Members:

On April 1, 2002, Ed wrote a letter to all of us asking for specific suggestions as to data the might appear in his proposed "Regent's Management Report." I reviewed what some other Systems and Institutions are doing and wish to forward this list for consideration during our discussion.

MSU-Bozeman has a document they call "Key Performance Indicators" which is composed of two reports. The "Focus on Student Funding" contains information concerning students and institutional expenditures aggregated by college. It also shows a mean for four years prior to the present year, and the percent change between the first and fifth year shown. The intent here was to address the question whether the University's allocation of institutional funding "follows the students."

The "Institutional Efficiency" report shows the ratio of institutional expenditures to student indicators such as student credit hours and majors aggregated by college. This report also shows a mean for the years shown and percent change between the first and fifth year. The objective of this report is to develop one measure of how efficiently colleges employ their allocation of instructional funding, in relation to the number of students that are taught.

This is just one set of measures used at one campus, and it may not completely fill our needs.

Some of the measures that are being used elsewhere include:

  • Instructional expenditure and Productivity by College (Instructional Expenditures, SCH, Student /Majors, Student FTE, and Degrees Conferred)
  • Financial Efficiency by College (Expenditures/FTE, Expenditures/Majors, SCH/Faculty FTE, and SFR)
  • Facility Deferred Maintenance as Percentage of Total Replacement Value
  • Rate of Retention for First Time Full Time Freshmen (Semester 1-2-3-4-5-6)
  • Graduation Rates (4,5, and 6 years)
  • Job Placement Rates by College
  • Average Starting Salary of Graduates by College
  • Percentage of Resident Graduates who stay in State
  • Revenue Trends (Percentage Share by Source)
  • Expenditure Trends (Percentage Share by Program).
  • Student FYFTE trends (Percentage Share by Division & Fee Status)
  • Autumn Student Headcount to FTE Ratio
  • Ratio of FTE Students to FTE Faculty
  • Tenure Status Distribution of FTE Faculty
  • Average H.S. GPA and ACT Score of First Time Full Time Freshmen
  • Percent of Classes, or Student Credit Hours, taught by Faculty Type
  • Tuition Rate Trends
  • Percent of Students Receiving Aid
  • Average Student (Financial Aid) Debt at Graduation
  • Average Faculty Salaries vs. Peers

Whatever indicators we choose, I hope they carry these attributes: realistic projections of institutional performance, serve as references for budget allocation decisions, provide an ability to analyze prior budget decisions and provide support for proposed strategies, and above all, provide accountability to the campus community and to the Legislature and public.


Richard Roehm