Penn State Mont Alto 2008-2013 Strategic PlanUpdate for Goal #5Review Team Members:Randall Ackerman, Holly Cieri, Diane Chamberlin, Mike Ray, John Rotz, Ron Swope, Craig Wagner

Goal 5: Continue to enhance the financial stability, organizational efficiency, and operational effectiveness of the campus.

ENHANCE FINANCIAL STABILITY, ORGANIZATIONAL EFFICIENCY, & OPERATIONAL EFFECTIVENESS

Continuing Education

Technologies ENROLLMENT

Recycling &

Sustainability

Scholarships

Risk Management

Strategic Plan?#$%^*#(@(@

Objective #1Identify and develop new sources of income

and increase existing revenue streams This goal should be keptThe objective as moderately metCampus grant writer looks for various research

and external funding opportunitiesInitially objective targeted large grants but was

re-visited and revised to include smaller grants

Objective #2Utilize new technologies to reduce costs

while improving the delivery of services (DBS, DIT)This objective was metInstalled our first key card system Increased our use of Virtual Machine (VM)

Server infrastructureInstalled exterior Town Commons, LED lighting

fixtures in order to provide better illumination and reduced energy consumption.

Objective #3Increase total enrollment to 1300 students by

2013 (DEM)This objective was “not met” Objective should be continued but re-defined Admission has taken advantage of strategic

opportunities to recruit outside its traditional service area, and is looked to as a model campus regarding out-of-state recruitment.

A 10 month “Road Runner position was hired to help with recruitment in Maryland, Virginia, Washington DC, and West Virginia.

Objective #4Develop “green” initiatives that promote

responsible use of resources (DBS, GP)This objective was “not met”Objective should be continued but re-defined The committee should be restructured

Objective #5Develop a campus capital purchasing plan

(CHA, DBS)This objective was “not met”University Park and Mont Alto evaluates needs

but central makes the final decisionMajor capital initiatives are solely directed by

University ParkThis objective should be discontinued

Objective #6Increase the number of conferences and

summer camps by 50% (DCE)This objective was “not met”CE is partnering with areas across campus to

determine needs academically and campsThis objective should be continued but under a

different goal

Objective #7Identify potential risks that affect the campus

(RMC)This objective was “successfully met”Table top, interactive and full scale training is

providedMont Alto is a model for other PSU campuses

Objective #8Increase the scholarship endowment by four

million dollars (DOD)This objective was “not met”Objective was written prior to Campaign goalsPriorities shifted to the campaign and not the

objectiveOverly ambitiousCampaign objective was met

Objective #9Increase endowment to program support by

1.5 million dollars (DOD)This objective was “moderately met”Objective was written prior to Campaign goalsPriorities shifted to the campaign and not the

objectiveOverly ambitiousCampaign objective was met

Objective #10Continue to recycle permanent funds

consistent with University policy This objective was “met”There is not a choice the University does this

automaticRecycling percentage is set by University Park

MetricsThe increase in the scholarship endowment by 2013

The PSMA scholarship endowment increased 47%The increase in the program support endowment dollars by 2013

The PSMA program endowment increased 12%; Number of students receiving external scholarships Number of state/federal funding sources used for tuition-assistance

VA funding, Yellow Ribbon, Pell, job retraining programNumber of dollars spent and number of building and grounds projects

completed by 2013 Ongoing, we try to leverage our campus fund by matching UP funds

Number of new baccalaureate programs offered by 2013Number of off-campus credit courses and total enrollment in off-

campus credit courses on an annual basis CE has developed a conference proposal template in preparation for more

proactively responding to conference opportunities

MetricsNumber of partnerships with local Chambers of Commerce

and press releases published in their newsletters Number of full-time equivalent staff dedicated to

maintaining the websiteOne person

Number of conferences and summer camps on campus, annuallyAdventures in Learning Program , Schatz Tree Genetics

Colloquium, Mushroom conference, Delone Band, Athletics for summer 2013, sports camps or clinics were

conducted for cheerleading, baseball, softball, wrestling and golf.

MetricsThe increase in the number of labeled recycling

containers on campus by 2013.An increase of approximately 13 containers. We recycle

copier toner, batteries, lights, carpet, etc Number of departmental capital requests by March/April

from campus departments on an annual basisExistence of an on-going risk management program and

the number of annual training sessions for campus citizensRegular fire drills, fire extinguisher training, table top

exercise for EMG, AD 72 training, EPA<DEP and OSHATotal dollars recycled annually

Strategies/Tactics Appoint and support the Campus Capital Campaign committee by 2008

The Development office set up the capital campaign committee Locate and promote scholarship opportunities from new and existing

sources The Development office raised $1,733,440

Identify community funding sources for tuition assistance None were developed, this one should be removed from this goal

Maintain and enhance campus facilities and grounds We have spent over the Strategic Plan time frame a total of $4,644,597

Identify new academic programs to be offered by 2013 Increase off-campus credit course offerings

This should be moved to goal #1 or #4 Partner with local Chambers of Commerce to promote Penn State Mont

Alto PSMA belongs to many of the area Chambers

Strategies/TacticsImprove Penn State Mont Alto on the Internet

One person has been hired as of September 2013Increase the number of summer conferences by

50% by 2013Promote campus involvement in sustainability

and recycling effortsWe recycle copier toner, batteries, lights, carpet,

ballast,etc.Single stream recycling

Strategies/TacticsDevelop an annual reporting process of capital

needs for each departmentReviewed every March/April

Develop, identify, and monitor strategies for managing risks and train the campus community in crisis management and disaster preparedness Regular fire drills, fire extinguisher training, table

top exercise for EMG, AD 72 training, EPA, DEP and OSHA

Increased the awareness of Risk Management issues and continue to be a model for other campuses

What have we done well?Increase the campus scholarships and

endowments in accordance with the campaign goals

Investing in new technologies in the physical plant, academic and IT areas

Leveraging the available fund from University Park to accomplish campus improvements

What do we need to continue?Developing new sources of income through

grants (TRIO grant)Positioning ourselves to better recruit out of

state and international students. Promoting and offering off-campus credit

classes for traditional and non-traditional students.

Developing Risk Management training scenarios and tabletop exercises