Transcript President’s Self Assessment of Performance for AY05-06

President’s Self-Assessment of
Performance for AY08-09
Presented by
Dr. H. Jeffrey Rafn, President
Northeast Wisconsin Technical College
to
NWTC Board of Trustees
May 13, 2009
Executive Limitations - Students
• The primary means of collecting, reviewing, transmitting, and storing
customer information is electronic.
–
–
–
–
–
–
–
An intrusion prevention and detection system has been installed on the network to monitor
and defend against hacking attempts.
The College continues to expand the use of electronic imaging.
The new scholarship management system allowed the Foundation office to collect, review,
transmit and store scholarship applications electronically.
Respondus Lockdown Browser has been added to the computers in the testing labs. This
software prevents students from accessing the internet or emailing others while taking tests.
The software has been linked to Blackboard to ensure further security.
Enhancements have been made to the Bookstore software package so students can more
easily order books on line.
Enhancements have been made to allow a seamless interconnection between ITV and VC
classes creating greater flexibility in NWTC’s remote delivery.
ITV and VC scheduling is now fully electronic and centralized in LSS.
• Facilities are safe and secure
–
–
–
–
–
–
No major crimes were committed on any of our campuses .
A Gymnasium Security Station was completed and is staffed by students during key hours.
Lockers with keyed locks have been added to the Assessment Center. Students are able to
lock all valuables including electronic devices during testing procedures.
Emergency Parking Lot phones, cameras, and panic buttons were expanded to Marinette
and Sturgeon Bay Campuses.
Expansion of Student Security to Sturgeon Bay Campus.
Completed WDNR mandated Mercury inventory district wide (“Green and Healthy Schools”
initiative).
2
Students
• Safety & Security (Continued)
– EOC/NIMS training to be completed by ELT and various other college
management by 6/30/09.
– A web site logging package has been installed, giving NWTC access to view
where people are going on the Internet.
– New monitoring tools have been implemented to alert IIT staff of any existing
threats on the NWTC computer network.
• Students are provided means to express and resolve disputes with
the College
– 19 written complaints were received compared to 23 during the same time period
of the previous year.
– 4 students took grade appeals to the Appeals Committee compared to six the
previous year.
• Students are provided a student handbook outlining their rights and
school policy relative to treatment of students.
• No EEOC complaints have been filed in 08-09 by any student
regarding alleged racial or sexual discrimination.
• Customers are provided mechanisms to provide feedback
– College Advancement has received survey responses from 3,056 individuals
regarding customer satisfaction and need.
3
Executive Limitations – Employee Relations
• Written personnel procedures and collective bargaining agreements
exist
– All three union collective bargaining agreements were completed by the
beginning of the fiscal and academic year before expiration of the previous
agreement.
– Year 1 of the Instructor Preparation Academy began in fall and will successfully
end May 21 with 14 new faculty moving onto year 2. We are evaluating the
program and implementing continuous improvement measures. We anticipate
approximately 10 new faculty to join the program in fall 2009.
– An All Staff Employee Handbook is on the Intranet for all employees along with
the College’s policies and procedures.
• No grievances have been filed alleging discrimination against first
amendment rights, race, gender, age, or sexual orientation.
• 3 grievances were filed by the Educational Support Specialist (ESS)
union in FY09. No other grievances were filed by the other unions.
– The College denied all three ESS complaints, and no further action was taken by
the union.
• One EEOC complaint was filed in 08-09 by an ESS member alleging
disability discrimination. The matter was dismissed by the EEOC after
mediation and settlement. The College agreed to remedial ADA (disability) training
and paid $1,828 in attorney fees as part of the settlement.
4
Employee Relations
•
•
•
•
•
Have promoted and valued diversity in the workplace
– Have made consistent effort, yet have not met goal of 10% of benefit-eligible new
hires being minority. 5.4% of benefit-eligible hires were minority while 14.4% of
all hires (including part-time) were minority.
– Recruitment policies are in place that assure an adequate diverse applicant pool.
Measurements have been added to track the diversity of applicants.
– Continued to provide professional development credit to employees for attending
cultural awareness events sponsored by Student Life. Seven such events were
held this year.
Staff turnover for the current year (to date) is 4.3% (28) compared to 4.5% (29) the
previous year. 15 individuals left or are leaving due to retirement, three individuals
did not return from a long-term disability leave, three separations were initiated by the
College, with seven (1.1%) individuals who voluntarily terminated.
The Communication Team, a cross-section of employees throughout the College,
continues to meet on a regular basis to explore and develop tools/methods to ensure
that effective communication among all staff is being utilized and upgraded. They
also implement new ways to improve communication.
We are promoting a culture of wellness with our educational classes and our on-site
health and wellness services. More employees have taken Health Risk Assessments
(HRAs) and scores have increased.
Worker compensation mod factor history:
5
Executive Limitations - Fiscal
•
•
•
•
•
•
•
In FY02 the operating cost per FTE was $11,189 compared to $11,296 in FY08
(unadjusted for inflation).
Taxpayer support per FTE has fallen in actual dollars from $10,494 per FTE in
FY 2002 to $9,984 per FTE in FY 2008. Adjusting for inflation, costs per FTE
are less than they were in FY 2002 ($10,494 vs $8,340) despite having funded
a $46,000,000 capital building project during that time.
The College will stay within the parameters of the FY09 budget. Early
projections are for a surplus of $394,000 that will be added to the General
Fund Balance. The amount of surplus has been positively impacted by
engaging the State of Wisconsin T.R.I.P. (Tax Receipt Interception Program) in
collecting past due accounts, as well as fringe benefit spending (particularly
health insurance) less than budget.
T.R.I.P. dollars collected in FY08 was $1,031,400 and $718,700 so far in
FY09.
The Board approved an FY09 budget with an unreserved general fund balance
that was 19.5% (slightly below the 20% target) of the general fund operating
budget.
We project to start the FY10 budget with a general fund balance that is 19.3%
of the expenditure budget (19.7% if the projected surplus from FY09 is
realized).
Our financial projections for the purpose of calculating end of the budget year
balance have been within 2% of the actual for the last three years.
6
Fiscal
•
•
•
•
•
•
•
Cost savings measures in the area of health & dental benefits took place. The
College experienced over $350,000 in savings as a result of the changes –
including moving the Non-Unit Professional employees to a high deductible
Health Savings Account (consumer-driven plan). Employees are also paying
a greater share of the health insurance premium and have increased
deductibles. The College also realized a savings of approximately $1,000,000
as a result of a change in Preferred Provider Organization (PPO). As a result,
the medical and prescription claims cost per employee per year has
decreased.
Actual utility expense expected to decrease from $1,763,700 in FY08 to
$1,685,300 for FY09. Reduced MMBTU/SqFt/DD from 13.01 in FY07 to 11.6
in FY08.
The annual audit was completed by Clifton Gunderson LLP, and no major
findings were made. The College was found in compliance with Federal,
State, and its own policies and regulations.
Adequate stop-loss insurance is in place for the College’s medical self insurance fund. One health plan participant exceeded the $160,000 stop-loss
level compared to three in the prior year.
The College continues to enjoy an AA1 bond rating – the highest possible
given the geographic region in which the College is located.
The College conducted ten Operational Productivity events leading to process
improvements and increased efficiencies in operation.
The new scholarship management system is a paperless system; this
eliminated the printing of over 6,000 pages of scholarship applications.
7
End Statements:
Because NWTC Exists…
Addresses Metrics Approved by
the Board and in Place at NWTC
A Vibrant Workforce that Receives Good
Paying Jobs will Exist
•
•
•
•
•
•
Projected FTE is 6,663 (+2.5%) +67.9% since June 30, 1997 (tenure of current
president). This is at goal for the year.
Projected unduplicated headcount is 40,928.
AY07-08 saw a record 2,244 (+5%) students receive an associate degree, technical
diploma, or certificate.
93% of AY07-08 graduates available for work were employed. 78% of the graduates
are working in jobs related to their chosen career.
72% of the graduates are employed in the district, and 93% are employed in the
state.
The median entry level wage rose from $14.37/hour to $15.00/hour.
–
–
–
•
•
•
•
$31, 202/year (-7%) for associate degree graduates
$31, 202/year (+6%) for technical diploma graduates
$21,525/year (+1%) for less than one year program graduates
57% (+10%) of the 2007 graduates reported that the reason for attending NWTC was
to change careers or in preparation for a job.
5-year follow-up indicates that 83% (+6%) of the respondents felt that NWTC was
important or very important in starting their career.
71% (-2%) of the graduates lived in the same county from which they entered NWTC
10 years ago.
In FY08 – to date, a total of 135 entrepreneurs have been served by the Center for
Entrepreneurship.
9
Incumbent Workers Will Have the Ability to Gain New Skills That Help
Them Progress in Their Chosen Career or Retrain for a New Career
•
•
•
•
•
•
8.5% of the 2008 graduates reported that the reason for attending NWTC was to improve existing
job skills. Another 19.5% said their reason for attending was to change careers.
Of the 41,382 persons taking courses in AY07-08, 33,142 were in non-credit courses – most of
which were related to incumbent worker training.
Corporate Training and Economic Development (formerly Workplace Learning Services) continues
to grow and provide training to foster economic growth.
– In FY07-08, 56 new businesses were served.
– In FY08-09, to date, contracts have been written with 59 new companies.
– Actual Revenue in FY07-08 is $3,515,704.
– Projected revenue for FY08-09 is $4,400,000 (at goal)
In 07-08 staff responded to 8 plant closings or layoffs affecting approximately 550 workers at the
following companies: Krispy Kreme, Excel Direct Trucking, Unilever/Good Humor Breyer, New
Page, LDI Composites, Bon Ton Distributing, KI, and BelGioioso Cheese.
In 08-09 staff responded to 13 plant closings or mass lay-offs affecting approximately 835 workers
at the following companies: Quality Logistics, Com Air, Marinette Marine, Karl Schmidt Unisia,
Carver Yachts, Cruisers Yachts, Circuit City, Ansul, Meg Tec, Komatsu, Winsert, Sportsman’s
Warehouse, American Express. Also assisted with the Fox Valley Workforce Board’s response to
the New Page closing in Kimberly. 10 of the 13 plant closings or layoffs have occurred between
January 2009 and now. We continue to receive calls from individuals who were affected by smaller
layoffs.
67.5% of respondents to the 6-month follow-up survey reported that they felt their NWTC degree
was very important or important to their ability to retain their position or receive a promotion .
10
People Who do not Meet College Entry-Level Benchmarks
or are Under-prepared Learners will be Able to Achieve the
Benchmarks and the Level of Preparedness Needed to
Succeed at NWTC
•
•
•
•
•
•
•
The success of students in Basic Education has significantly improved over last year.
– 68.26% (compared to 67.19% the previous year) of the students in AY07-08 who had the goal of entering
post-secondary education did so, above the target of 62%.
– 68.93% (compared to 40.20% the previous year) who had the goal of getting a secondary school diploma
did so.
– Students with the goal of achieving educational gains were successful in each category, averaging 11.5%
increases for each target level.
– 18 sites throughout the district provide Basic Education.
In 07-08 375 students received their GED (this was projected to 340 in last year’s performance report)
It is projected that 340 students in 08-09 will receive their GED, a decrease of 9% from the previous year.
3,183 enrollments are projected to occur in ELL in AY08-09.
– ELL students in levels 1-3 and level 6 have met or exceeded the AY07-08 targets (levels 4 & 5 did not meet
AY07-08 targets.
– 35.71% (compared to 60% in the previous year) of the ELL students in the ELL Intermediate/High level
achieved their goal.
– 8 (compared to 8 in AY07-08) sites provided ELL.
NWTC provides Alternative High School at 5 locations
– 76 (compared to 119) students were served.
– 50 received their HSED and 4 are returning.
In AY07-08, 211 (-30%) high school students were awarded 972 credits (-16%) of advanced standing.
In AY07-08, 721 (-60%) transcripted credits (262 unduplicated students) were granted to high school students.
11
Learners Will be Able to Successfully Transfer to Another
Two or Four-Year Institution of Higher Education
•
•
•
•
•
•
•
28% (-1.5% points) of 2008 graduates indicated that the reason for doing so was in
preparation for further education.
NWTC has 227 transfer agreements with 29 baccalaureate degree and 4 AAS or other
degree granting institutions (total 33 partners).
326 students transferred to UWGB in 08-09 compared to 302 the year before. 796
students that previously attended NWTC are currently enrolled at UWGB.
The General Studies Certificate with UWGB was implemented in January 2006 as part
of a 1+3 program. In AY06-07, 213 FTE were enrolled with 500 students taking classes.
AY07-08 had 412 FTE with 896 students. In AY08-09 306 FTE were enrolled with 737
students taking classes.
The General Studies Certificate with UWO was implemented in 2007 as an additional
part of the 1+3 program. In AY07-08 6 FTE were enrolled with 11 students taking
classes. In AY08-09 6 FTE were enrolled with 12 students taking classes.
UWGB reports that at the end of spring 2008 95 students had applied to the Bachelor of
Applied Studies. By the end of April 2009 186 prior NWTC students were enrolled.
NWTC, in cooperation with UW-Stout & UWGB, implemented a Manufacturing
Engineering degree program that includes a 2+2 agreement to be offered on the NWTC
campus. 20 students were accepted for fall 2008 and to date an additional 19 students
have been accepted fall 2009.
12
District Residents Can Enroll in Enrichment
Courses that Improve Their Quality of Life
• Continue to provide avocational courses in the outlying regional
learning centers.
• AY07-08 had an enrollment of 632 (994 in AY06-07) which
generated 7.65 FTEs (11 in AY06-07). This is 1.1 tenth of a percent
of the FTE enrollment.
• Intent is to make these courses cost recovery, although the statutory
limit on tuition for senior citizens sometimes results in a minor
financial loss.
• Courses offered are largely determined by customer interest and
instructor request.
• NWTC hosts and provides support to the Learning in Retirement
program in Door County.
13
President/Board Relationship
•
•
•
•
•
•
The Board embarked on a series of discussions which culminated in a set of
strategic directions (Future 2013) that will guide the College for the next four
years as it nears its 100th anniversary.
The President’s annual report continues to report progress on achieving end
statements using the metrics determined by the Board.
The Budget presentation included an early look in February of all the
requests that the Executive Leadership Team presented to the President.
This allowed the Board to get a feel for what was and was not
recommended by the President. It also provided the Board a sense of the
overall budget needs of the College.
The staff began presenting “Edubytes” to the Board. These are short (15
minute) presentations designed to educate the Board on various topics of its
interest regarding programs, services, and operations at the College.
The Board developed a calendar that included the discussion topics on
major policy areas related to Future 2013 and the Edubyte topics for the
2009 calendar year.
An annual scorecard with key data that described the College’s activities
and performance was provided for FY08.
14
President’s Leadership Development
• Addressed significant personnel issue relative to the Vice President
of Learning
• Acted as formal mentor to two WTC presidents as well as mentored
an associate dean and a dean who have or are participating in the
Wisconsin Leadership Development Institute
• In response to suggested areas to improve, I instituted the following
strategies:
–
–
–
–
–
Scheduled weekly walkabouts (moderately successful in doing)
Attended team meetings of divisional leadership
Attended student project demonstrations and activities
Held monthly meetings with union leadership
Encouraged faculty teams to invite the president to a team meeting (this was not
successful – will work with new VP of Learning to re-devise this strategy)
– A communication blog is under development
• Began “brown bag” monthly discussions on selected leadership
topics with Executive Leadership Team
• Engaged in and attend the monthly meetings of professional
development group TEC: Chief Executives Working Together. The
group is made up of CEOs from around New North.
15
Demonstrated Effective
Leadership in the Community
•
•
•
•
•
Led the New North Technical Colleges (previously known as the 4 Amigos)
in submitting the only regional plan to request additional state funding for
FY10-FY11
Accepted the lead to develop a NEW ERA-sponsored New North
Sustainability Center
Appointed to the governing board of Global Corporate College
Finalist for the American Foundation of Counseling Services, 2009 Brown
County Ethics in Business Award
Chaired New North Educational Attainment Committee pursuing the
following strategic initiatives:
–
–
–
–
–
•
Eliminating the achievement gap PK-3
Increasing access and aspirations to attend post-secondary education
Building a business case for continued public investment in education
Overcoming educational barriers in rural locations
Implementing 21st Century Skills in PK-16 curriculum
Opening of dental restoration clinic and authorization to be a Medicare
provider has provided service to un and under-insured dental patients
16
External Leadership
•
Local
- Advisory Council for St. Vincent’s Hospital, Green Bay
- Board of Greater Green Bay Chamber of Commerce
- Member & Past-Chair of Partners in Education
- Executive Board of Advance
-Business Assistance Center Governance Council
- Green Bay Public Schools Strategic Planning Council
•
Regional
- NEW NORTH Technical Colleges (formerly the Four Amigos)
- Member of NEW NORTH Executive Committee
- Member of NEW NORTH Board of Directors
- Co-Chair of NEW NORTH Educational Attainment Committee
- Member of Northeast Wisconsin Educational Resource Alliance (NEW ERA)
•
State
- Member of WTCS President Association
•
National
- Member of the Trans-Atlantic Alliance (TA3)
- Member of AACC Commission on Learning and Community Development
- Member of CCRC at Teachers College at Columbia University
- Member of the Educational Leadership & Policy Analysis Council – UW Madison
- Member of Board of Directors of Global Corporate College
17
Under the President’s Leadership the College Has
Engaged in Productivity Improvement Events
•
The following ten operational productivity projects utilizing Lean techniques were
undertaken and completed or are in process:
–
–
–
–
–
–
–
–
–
–
•
•
Off Campus High School Recruiting
Basic Ed Student Tracking
IIT Resource and Capacity Planning
Tutoring Process
Graduate Petition Services
Team Action Plan Reporting Process
Non-Wait List Program Admission Process
Unplanned Capital Construction Projects Process
Process to Review Collected Development Ideas
Student Life Accounting Functions
Operational Productivity project metrics are in place. They consist of a three-part
measurement including 1) hard savings, readily identified; 2) soft savings, resources
freed up or reassigned to other value-added work; and 3) tangible savings.
6 Learning Projects were undertaken
–
–
–
–
–
–
Adjunct Faculty Engagement in Learning – in progress
Alternative Course Delivery Methods – in progress
Course and Program Marketing – in progress
Course Scheduling and Cancellation Processes (carry over from FY2007-08) – in progress
Program Waitlist (carry over from FY2007-08) – in progress
Review and Improve Course Policies – in progress
18
Under the President’s Leadership the College Has:
•
•
•
•
•
•
•
•
Substantially met the goals outlined in the Executive Leadership Action Plan
for the 2008-2009 academic year
Completed Future 2013: We Deliver the Future which outlines the strategic
directions for the College over the next four years
Received the NEW NORTH Diversity Award – 2009
Addressed a significant personnel issue relative to the continued tenure of
the Vice President of Learning
Completed initial development of the business intelligence system
(EDWare)
Positioned College to aggressively meet the education and training needs of
the growing dislocated workforce
Established working relationships with interim chancellor of UWGB, new
president of St. Norbert College, Superintendent of Green Bay Schools, and
new CESA 7 Director. Joint planning and project development is underway
with each of these institutions
Converted email system from Lotus Notes to Outlook, saving $40,000 in
annual maintenance fees
19
•
Over the FY08 and FY09 have received over $3,300,000 in competitive
grants
–
–
–
•
•
Received the largest single bequest of $500,000 this past year for student
scholarships
Five certificates and one associate degree have been developed and
implemented in the renewable and sustainable practices arena. Another
associate degree is under development
–
–
–
–
•
In partnership with LTC, $987,904 award from US Department of Labor to grow the Nuclear
Technician program and develop/deliver the Utility Engineering Technology program at
NWTC
“Day for NWTC” fund raising campaign raised $79,345 in FY09 compared to $55,000 in
FY08
$100,000 Wal-Mart/AACC planning and implementation grant to develop regional network
which will maintain and enhance the economic vitality of manufacturing in Florence and
Marinette counties
Utilities Engineering Technician Associate Degree – development and implementation
funded by Federal grant
Renewable energy certificates in solar, wind, sustainable design, and biofuels. Exceeded
planned FTE goal (10) by ten (20 total)
Sustainable Food Supply Certificate was developed under a federal grant received from the
USDA
Under development is an associate degree in energy management – tentative start date is
fall 2010
The first courses in gerontology were developed with 10 students enrolled
in the first course offered.
20
•
Continued investigation of Professional Artisans programs
– Seminars conducted in business principles in the artisan fields
– Surveys given
– Best practices investigated through field trips
•
•
•
•
•
•
As of the end of the third quarter, 9.9% of students in degree and diploma
programs were from minority populations
The NWTC Web Redesign Project will be implemented in July creating a
more intuitive and customer-driven website.
New annual plan development timeline implemented with plans down
through the individual team levels completed by July 1 (previously were
completed by September 30)
Began series of meetings and strategies with a Florence County
delegation to address specific needs of the local schools and economic
development initiatives
In the third year of the implementation of academic advising, a staff
survey was created and data will be available at the end of May 2009.
Student surveys and QRP program data have indicated that advising has
been very successful in meeting the needs of students.
National and International Presentations:
–
–
AACC WDI Conference Presentation, “Supporting Regional Innovation”, January 28-31, 2009, Newport
Beach, California
Served on Panel at NGA Experts Roundtable - Lexington, Kentucky, January 7-9, 2009
21
•
Expanded authentic service learning projects from 64 to a projected 90.
Some examples:
–
–
–
–
–
Communications Team. Students in Written Communications served as Writing
Buddies and Reading Tutors for St. Thomas More School in Green Bay.
Digital Media Technology. Students in the Digital Audio Overview course created
and presented radio spots for Crime Stoppers in Green Bay. The radio spots will begin
airing in June.
East Regional Learning Center. Students in Intro to Ethics and Intro to Sociology
organized a Back-to-School Health and Wellness Fair for families in the Kewaunee
County Area. Nine health-related services were available, including vision and hearing
and dental screening, fluoride varnishes and nutrition information. Each participant
received a hygiene kit and a healthy booyah dinner.
Financial Institutions Management. Students in Mortgage Lending and Servicing
created presentations to assist NeighborWorks with their Home Buyer Education
classes. Students presented information on mortgage points, HUD, Fanny Mae, title
insurance and PMI approval.
Apprenticeship Masonry. Student Apprentices in Bricklaying, Cement Finishing and
Tile Setting prepared, framed and leveled a 30x30 concrete slab for the Denmark High
School shop area, using concrete that would otherwise have been wasted. Our NWTC
students worked with the Denmark High School students to complete the project.
22
Targets of Opportunity and
Focus for FY10
•
•
•
•
•
•
•
•
•
•
Complete assessment of existing physical capacity and potential future needs
Implement micro-business education/training program in rural areas
Develop and execute strategies to assist rural schools in providing vocational education
opportunities
Complete planning, including funding strategies and grant applications, for a
comprehensive Sustainable Practices Center with the K-12 and university system
Funding and implementation of a mobile dental and/or health clinic
Plans for a Plus-50 initiative focused on encore careers will be finished and ready for
implementation
Aggregate FTE growth in regional learning centers is greater than overall growth of
College
Curriculum will be chunked and start date of courses and programs will be flexed to meet
needs of dislocated workers
Evidence of contextualization of some basic and general education courses exists
A comprehensive energy plan is in place that focuses on conservation and use of
renewable energy
23