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HEA 610 Milestone Three Guidelines and Rubric
An effective enrollment plan cannot be successful without
considering the product offering, customer success, and
financial implications. The product (courses)
and customers (students) are what drives an enrollment plan.
The courses and programs offered by an institution define what
the institution values and how it
responds to market demand. In most institutions, the product
mix is a factor of the institution’s brand, the economic
opportunities, and the forces that influence
student enrollment decisions. Nothing is without cost.
If a program or major is discontinued, that will affect the
faculty and staff associated with that program. If majors are
added, then new resources must be
committed to support them. In both cases, the product mix
requires that the institution can respond to student demand.
Keep in mind that sometimes programs
are kept, even with small enrollments, in order to ensure a
diverse and robust general education offering, or to meet
accreditation or other regulatory
requirements. None of these decisions should be made lightly
and all will require compelling evidence to support them one
way or another.
For this milestone, you will submit a robust projected outcomes
analysis that considers the product mix, customer demands, and
financial implications of those
decisions. The institution will be committing significant
resources to the enrollment plan, so these decisions must be
made with the best possible evidence of
value and return on investment. The projected outcomes provide
the framework by which the institution will measure progress
toward achieving its goals. Some
elements for the outcomes can include key performance
indicators (KPIs) or specific and measurable metrics that
indicate achievement of a business goal. You
should consider the costs for each step of the recruitment
process and weigh them against the potential revenue. Generally
speaking, the institution’s revenue
goals are maximized with graduates, not student starts.
Specifically, the following critical elements must be addressed:
I. Recommend programmatic changes in program offerings
necessitated by indicators from your enrollment marketplace
analysis and your strategic
enrollment management plan. Consider the following
programmatic issues you could address, in addition to other
issues germane to your institution:
challenge?
are projected as promising in the
near future (based upon feedback and projections from advisory
boards,
employment agencies, career services, market analysis, etc.)?
pass, which programs are logical candidates to be discontinued?
Which programs
that are not currently offered are viable candidates for inclusion
or addition?
II. Analyze the impact on student achievement. Recommend
policies and procedures to improve student persistence and
retention, in relation to the
institution’s mission and goals. Explain how these policies and
procedures address the issues identified in the strategic
enrollment plan. Describe how
they will impact the quality of student life and student
achievement. Consider the following programmatic issues you
could address, in addition to other
issues germane to your institution:
your institution’s enrollment management effort?
lity of student life be impacted by the
success of your plan?
-year student persistence and student
retention be affected as a result of your plan?
III. Defend the financial implications of the plan in relation to
your institution’s strategic plan. Note that it is not necessary to
create a budget or know the
exact dollar amount the plan would cost. Rather, you should
discuss the types of costs and revenues in general based on the
KPIs, and defend them as
necessary costs and benefits of plan implementation. Consider
the following in your defense, in addition to other relevant
information that will enhance
your position:
enrollment outreach initiatives and why these costs are
necessary in relation to
the institution’s mission and strategic plan. Explain how the
program changes will impact expenditures. Identify what
resources might be
required. Consider the factors that would predict any unintended
costs that might accrue. Identify any mitigating factors, such as
accreditation
criteria or state regulations that merit consideration.
strategic enrollment outreach initiatives in relation to the
institution’s mission and
strategic plan. Identify how these changes will positively impact
retention, attrition, and persistence. Be aware of any potential
revenue streams
that might result.
Guidelines for Submission: This assignment should be a four- to
seven-page (not including title page and references) Microsoft
Word document with double
spacing, 12-point Times New Roman font, one-inch margins,
and compliance with APA style.
Critical Elements Proficient (100%) Needs Improvement (75%)
Not Evident (0%) Value
Programmatic Changes Recommends changes in program
offerings necessitated by indicators from
the enrollment marketplace analysis
Recommends changes in program
offerings that are not necessitated by
indicators from enrollment marketplace
analysis, or that are cursory or inaccurate
Does not recommend changes in
program offerings
20
Student Achievement Recommends policies and procedures to
improve student persistence and
retention explaining them in relation to
the institution’s mission and goals
Recommends policies and procedures to
improve student persistence and
retention that do not address the
institution’s mission and goals, or are
cursory or inaccurate
Does not recommend policies and
procedures to improve student
persistence and retention
20
Financial Implications:
Costs
Defends the types of costs that should
accompany the marketplace outreach
initiatives and why they are necessary in
relation to the institution’s strategic plan
Discusses the types of costs that should
accompany the marketplace outreach
initiatives, but does not defend them as
necessary or does not relate them to the
institution’s strategic plan, or discussion
is cursory or inaccurate
Does not discuss the types of costs that
should accompany the marketplace
outreach initiatives
20
Financial Implications:
Revenue
Defends the types of revenue that should
accompany the outreach initiatives in
relation to the institution’s strategic plan
Discusses the types of revenue that
should accompany the outreach
initiatives but does not relate them to
the institution’s strategic plan, or
discussion is cursory or inaccurate
Does not discuss the types of revenue
that should accompany the outreach
initiatives
20
Articulation of Response Submission has no major errors related
to citations, grammar, spelling, or syntax
Submission has major errors related to
citations, grammar, spelling, or syntax
that negatively impact readability and
articulation of main ideas
Submission has critical errors related to
citations, grammar, spelling, or syntax
that prevent understanding of ideas
20
Earned Total 100%

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  • 1. HEA 610 Milestone Three Guidelines and Rubric An effective enrollment plan cannot be successful without considering the product offering, customer success, and financial implications. The product (courses) and customers (students) are what drives an enrollment plan. The courses and programs offered by an institution define what the institution values and how it responds to market demand. In most institutions, the product mix is a factor of the institution’s brand, the economic opportunities, and the forces that influence student enrollment decisions. Nothing is without cost. If a program or major is discontinued, that will affect the faculty and staff associated with that program. If majors are added, then new resources must be committed to support them. In both cases, the product mix requires that the institution can respond to student demand. Keep in mind that sometimes programs are kept, even with small enrollments, in order to ensure a diverse and robust general education offering, or to meet accreditation or other regulatory requirements. None of these decisions should be made lightly and all will require compelling evidence to support them one way or another. For this milestone, you will submit a robust projected outcomes analysis that considers the product mix, customer demands, and financial implications of those decisions. The institution will be committing significant resources to the enrollment plan, so these decisions must be
  • 2. made with the best possible evidence of value and return on investment. The projected outcomes provide the framework by which the institution will measure progress toward achieving its goals. Some elements for the outcomes can include key performance indicators (KPIs) or specific and measurable metrics that indicate achievement of a business goal. You should consider the costs for each step of the recruitment process and weigh them against the potential revenue. Generally speaking, the institution’s revenue goals are maximized with graduates, not student starts. Specifically, the following critical elements must be addressed: I. Recommend programmatic changes in program offerings necessitated by indicators from your enrollment marketplace analysis and your strategic enrollment management plan. Consider the following programmatic issues you could address, in addition to other issues germane to your institution: challenge? are projected as promising in the near future (based upon feedback and projections from advisory boards, employment agencies, career services, market analysis, etc.)? pass, which programs are logical candidates to be discontinued? Which programs that are not currently offered are viable candidates for inclusion or addition?
  • 3. II. Analyze the impact on student achievement. Recommend policies and procedures to improve student persistence and retention, in relation to the institution’s mission and goals. Explain how these policies and procedures address the issues identified in the strategic enrollment plan. Describe how they will impact the quality of student life and student achievement. Consider the following programmatic issues you could address, in addition to other issues germane to your institution: your institution’s enrollment management effort? lity of student life be impacted by the success of your plan? -year student persistence and student retention be affected as a result of your plan? III. Defend the financial implications of the plan in relation to your institution’s strategic plan. Note that it is not necessary to create a budget or know the exact dollar amount the plan would cost. Rather, you should discuss the types of costs and revenues in general based on the KPIs, and defend them as necessary costs and benefits of plan implementation. Consider the following in your defense, in addition to other relevant information that will enhance
  • 4. your position: enrollment outreach initiatives and why these costs are necessary in relation to the institution’s mission and strategic plan. Explain how the program changes will impact expenditures. Identify what resources might be required. Consider the factors that would predict any unintended costs that might accrue. Identify any mitigating factors, such as accreditation criteria or state regulations that merit consideration. strategic enrollment outreach initiatives in relation to the institution’s mission and strategic plan. Identify how these changes will positively impact retention, attrition, and persistence. Be aware of any potential revenue streams that might result. Guidelines for Submission: This assignment should be a four- to seven-page (not including title page and references) Microsoft Word document with double spacing, 12-point Times New Roman font, one-inch margins, and compliance with APA style. Critical Elements Proficient (100%) Needs Improvement (75%) Not Evident (0%) Value Programmatic Changes Recommends changes in program offerings necessitated by indicators from the enrollment marketplace analysis
  • 5. Recommends changes in program offerings that are not necessitated by indicators from enrollment marketplace analysis, or that are cursory or inaccurate Does not recommend changes in program offerings 20 Student Achievement Recommends policies and procedures to improve student persistence and retention explaining them in relation to the institution’s mission and goals Recommends policies and procedures to improve student persistence and retention that do not address the institution’s mission and goals, or are cursory or inaccurate Does not recommend policies and procedures to improve student persistence and retention 20 Financial Implications: Costs Defends the types of costs that should accompany the marketplace outreach initiatives and why they are necessary in relation to the institution’s strategic plan Discusses the types of costs that should
  • 6. accompany the marketplace outreach initiatives, but does not defend them as necessary or does not relate them to the institution’s strategic plan, or discussion is cursory or inaccurate Does not discuss the types of costs that should accompany the marketplace outreach initiatives 20 Financial Implications: Revenue Defends the types of revenue that should accompany the outreach initiatives in relation to the institution’s strategic plan Discusses the types of revenue that should accompany the outreach initiatives but does not relate them to the institution’s strategic plan, or discussion is cursory or inaccurate Does not discuss the types of revenue that should accompany the outreach initiatives 20 Articulation of Response Submission has no major errors related to citations, grammar, spelling, or syntax
  • 7. Submission has major errors related to citations, grammar, spelling, or syntax that negatively impact readability and articulation of main ideas Submission has critical errors related to citations, grammar, spelling, or syntax that prevent understanding of ideas 20 Earned Total 100%