“Prominence and Promise”

State of the University Address2003

Harvey P. Weingarten

President & Vice-Chancellor

Outline

SpaceSpace

StaffStaff

StudentsStudents

FinancesFinances

Academic MissionAcademic Mission

What are we?

Where are we going?

How will we get there?

Acknowledgements

• Midge King, Executive Suite

• Rosie Haukenfrers, Executive Suite

• Sandy Repic, IMAG

• Doug Shale, Institutional Analysis

• Richard Roberts, Finance & Services

• Peggy Patterson, Student Affairs

U of C Campus 1959

What Are We?

StudentsStudents

University of CalgaryFull-time Student Enrolment

Full-Time Equivalent Students at Canadian Universities

% Postsecondary Growth Accommodated by Alberta Post Secondary Institutions between

1995-2000

Ranking of Number of Students per 1000 Winning National Awards

(Maclean’s)

15 15

1110

11

1314 14 14 14

13

1

3

5

7

9

11

13

15

1992(15)

1993(15)

1994(11)

1995(11)

1996(13)

1997(15)

1998(15)

1999(15)

2000(15)

2001(15)

2002(15)

Year(Universities Ranked)

What Are We?

StaffStaff

Faculty and Support Staff

0

500

1000

1500

2000

2500

3000

3500

1980-81 1985-86 1990-91 1995-96 2001-02

FTE FacultyFTE Staff

Numbers include faculty and staff funded from sponsored research and special projects/endowments funds as well as operating

Ranking of FT Professors per 1000 Winning National Awards

(Maclean’s)

9 98 8 8

12

14

12

14

1110

1

3

5

7

9

11

13

15

1992(15)

1993(15)

1994(11)

1995(11)

1996(13)

1997(15)

1998(15)

1999(15)

2000(15)

2001(15)

2002(15)

Year(Universities Ranked)

What Are We?

SpaceSpace

Total Space On Campus

0

50000

100000

150000

200000

250000

300000

350000

400000

450000

1982-83 1986-87 1990-91 1994-95 1998-99 2001-02

Selected Years

As

sig

na

ble

Sq

ua

re M

etr

es

Facility Condition IndexTotal Deferred Maintenance/Replacement Cost

2002

18.4%17.5%

27.2%

22.6%

16.1%

12.3%

29.4%

10%

15%

20%

25%

30%

AllAlberta

UofC UofA UofL AU BanffCentre

AllColleges

11.112.5 12.3

13.113.2

14.5

16.0

14.4

11.3

10.110.7

11.910.610.1

3.12.4 2.4 2.4 2.6 2.4 2.5

0.0

4.0

8.0

12.0

16.0

20.0

1978-79 1982-83 1986-87 1990-91 1994-95 1998-99 2001-02

Ass

ign

ab

le S

qu

are

Me

ters

pe

r F

TE

Stu

de

nt

Total Non-Residential Buildings

Academic Buildings

Residential Buildings

Space per FTE Student

ASSIGNABLE SPACE PER FTE STUDENTSelected Universities 2000-2001

13.4

16.8

17.9

20.7

21.5

Assignable Square Metres per FTE Student

University of Toronto

University of Calgary

University of Alberta

University of British Columbia

McGill University

0 5 10 15 20 25

The difference between the U of C and the U of A for2000-01 represents a shortfall of 25,891 square metres,an area equivalent to one Social Sciences building orthree Scurfield Halls.

What Are We?

Academic MissionAcademic Mission

OVERALL RANKINGMaclean’s

11

6

1011 11

1312

10

12 12

14

1

3

5

7

9

11

13

15

1992(15)

1993(15)

1994(11)

1995(11)

1996(13)

1997(15)

1998(15)

1999(15)

2000(15)

2001(15)

2002(15)

Year(Universities Ranked)

Reputation Ranking (Maclean’s)

12

56 6

7 78 8 8 8

11

1

3

5

7

9

11

13

15

1992(15)

1993(15)

1994(11)

1995(11)

1996(13)

1997(15)

1998(15)

1999(15)

2000(15)

2001(15)

2002(15)

Year(Universities Ranked)

Summary of Research Rankings2000-2001 Fiscal year

7

7

8

8

8

9

10

8

CIHR

Corporate

Total Sponsored

Total Granting Councils

SSHRC

NSERC

Rank $/FT Faculty

Overall Rank

What Are We?

FinancesFinances

Resources (2001-02)

0

100

200

300

400

500

600

2001-02

$ (

Mill

ion

s)

Academic Units$ 230

Central Services - $ 87

Ancillary - $ 51

Sponsored Research$ 173

Endowment, Fundraising Etc. - $28

Capital - $ 66

Earned Revenue - $ 11

Operating Budget

Capital Funds

Externally Generated Revenue

Government Grants and Tuition Revenue(Actual Dollars)

Operating Budget Per FTE Student(Maclean’s)

98 8

10

8 8

5

13

2

4

1

3

5

7

9

11

13

15

1992(15)

1993(15)

1994(11)

1995(11)

1996(13)

1997(15)

1998(15)

1999(15)

2000(15)

2001(15)

2002(15)

Year(Universities Ranked)

Gov’t Grant & Tuition per FTE Student

Rapid Rise in Research Revenue ($’s in 000’s)

What Are We?Conclusions

• We have grown rapidly – students, staff, space, budget -- and we continue to grow.

• Our challenges now are ones of managing growth.

• The management of growth requires choices that lead to strategic and selective growth and improved quality.

Do we have enough quality already?

“…do we not have enough quality already?…our lives would be… less complicated and… less demanding if we could accept this point of view.

…Excellence is not a quality we can preserve by…keeping things in place. It requires constant adaptation to changing realities, so that we can stay in the forefront of new ways of teaching, new fields of knowledge, new discoveries and insights, and new developments in the larger world. To stand still in the hope of preserving excellence is ultimately to stand by and watch it dissolve.”

Neil Rudenstine President, Harvard University

Where Are We Going?• Identifies core principles and

academic priorities to guide preferential development and investment.

• Builds upon past planning activities.

• Provides organizational framework to align communication, government relations and fundraising efforts.

• Approved by GFC in April 2002.

“Raising Our Sights”: Core Principles• Our paramount criterion for selective

allocation of resources is quality.• Meet the needs of learners. “The programs and

experiences we offer must be appropriate to the needs, aspirations and futures of our students and our society.”

• A research university. “The University is committed to the principles of research, discovery and creativity in all its forms.”

• Multidisciplinary inquiry. “Many of the major issues facing our society require multidisciplinary inquiry to be properly understood.”

• Return to the community. “As a public university, we welcome our service role as we attempt to respond to society’s needs.”

How the Academic Plan Drives Decisions

Staff

Space and Facilities

Budget Decisions

Academic Mission

Fundraising/ Government

Relations

Students

The Process of Change

• Our limitation is one of implementation (execution), not vision.

• “The most creative, visionary strategic planning is useless if it isn’t translated into action. Think simplicity, clarity, focus – and review your progress relentlessly” (Harvard Management Update, 2003)

• Respect the collegial governance of universities.

Implementation –Access

• Alberta ranks 8th among all provinces in university degrees granted on a per population basis.

• The accessibility problem is most acute in Calgary and Southern Alberta.

• The accessibility solution requires:– Postsecondary institutions working

together.– Increased investment in postsecondary

institutions to increase capacity.

StudentsStudents

Distribution of 2002 GraduatesGraduate and Undergraduate

Arts34%

Science13%

Other53%

11

14

15

16

17

17

17

17

18

18

20

20

Montreal

Saskatchewan

McMaster

McGill

Alberta

Laval

Toronto

UBC

Calgary

Western

Ottawa

Queen's

Source: Maclean’s for FT faculty (2001) and Statistics Canada for FT students (1999-2000).

Student to Faculty Ratios at Select Universities

SS SC HU EN HA CC FA SW KN NU LA EV0

5,000

10,000

15,000

20,000

25,000

Course Enrolment by Faculty(Fall 2001)

SS CC LA HA HU SC EN FA KN SW EV0

20

40

60

80

100

Course Enrolees per FTE Faculty(Fall 2001)

Implementation --Information Commons

SpaceSpace

Implementation

• Recognition that growth is increasingly funded by external funds, especially sponsored research.

• Increased external revenue generation.

StaffStaff

FinancesFinances

Percent of Staff Supported by Research Funds

10%

15%

20%

1999-2000 2000-2001 2001-2002

Faculty Non-Academic Staff

272458

312495

349528

544

EQUIPMENT

Reserves $3 M

Donations $2 M

Sponsored Research

$24 M

Operating $13 M

Asset Additions2001-2002

BUILDINGS

Donations $12 M

Sponsored Research

$23 M

Operating$22 M

Research fundsCanada's Top Ten Research Universities

0

100

200

300

400

500

600

700

800

900

1000

1998 2000 2002 2004 2006 2008 2010

$Mil

lio

ns

TorontoMontréal

McGillAlbertaLavalMcMasterBritish ColumbiaCalgaryOttawaWestern Ontario

Revenue Generation -- Fundraising

  

0

10

20

30

40

50

92 93 94 95 96 97 98 99 00 01 02 03 04 05 06

Mill

ion

s

actual projected

What is a Research University?

“…excellence in teaching and research is the centerpiece of…mission [of public research universities]; it is our raison d’etre and a powerful prescription for action.”

Adel Sedra, 2002Provost, University of Toronto

Student Satisfaction with Quality of TeachingUndergraduate

(Year 2000 Graduates, Surveyed in 2002)

50

60

70

80

90

100

Survey Ave. is combined average of UofA, UofC, UofL, AU, Concorida, Kings and Augustana

Senior Administrative Faculty as a Percentage of Total Full-time Teaching Faculty

Putting Students First

“…The University’s improvement must entail putting the students and their needs first. Once that is done, the rest falls into place…Putting students first is a simple design principle but it has great power.”

Donald Kennedy, 1997President, Stanford University

CFI Rankings

14

19

6

1

3

5

7

9

11

13

15

17

19

Round 1 (98/99) Round 2 (99/00) Round 3 (01/02)

Maclean’s RankingClass Size – (1st & 2nd year)

13

3

5

10

12

14 14 14 14 14

10

1

3

5

7

9

11

13

15

1992(15)

1993(15)

1994(11)

1995(11)

1996(13)

1997(15)

1998(15)

1999(15)

2000(15)

2001(15)

2002(15)

Year (Universities Ranked)

U of C Campus 1959