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THE STRATEGI C PLAN FOR

THE UNI VERSI TY OF MONTANA
UM 2020:
Building a University
for the Global Century
Second Edition
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PRESIDENTS MESSAGE
Any complex organization especially a university needs a clear statement of
strategic direction for growth and prosperity. This updated second edition of UM
2020: Building a University for the Global Century sets forth the major directions
for The University of Montana in Missoula for the next five to 10 years. UM 2020
resulted from intensive strategic planning involving people from across campus
and beyond. It serves as the foundation for our decision-making and as the vehicle
through which we assess our progress and success.
What are the characteristics of the Global Century, how do they influence how
this University operates and, specifically, what do those characteristics mean for
UM? One characteristic of the Global Century is that technology has an impact on
communications barriers across geographic and political boundaries. We realize
that the scope of our activities actions taken at UM have effects around the
world. Yet another is the complexity of the opportunities and challenges before
us. Education from every conceivable discipline will be needed to address these
challenges and capitalize on those opportunities. We dont have the luxury of sitting
back and waiting for someone else to solve problems or open doors for us, either as
individuals or societies. We all must be active participants in this global economy.
We have made significant progress since launching our strategic plan in 2011. UM
partnered with the Montana Office of Public Education to create and expand the
Montana Digital Academy to make an advanced high school curriculum available to
every Montana student. The Global Leadership Initiative enrolled the first cohort
of entering freshmen. They are participating in an exciting program that ensures
strong foundations for critical thinking and problem-solving skills, preparing
these students to become leaders in the Global Century. The first of several tech
lounges opened in the University Center to provide a place for students to interact
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CONTENTS
Mission, Vision, Core Values
Strategic Issues
1. Partnering for Student Success
2. Education for the Global Century
3. Discovery and Creativity to
Serve Montana and the World
4. Dynamic Learning Environment
5. The Planning-Assessment
Continuum
UM 2020:
Building a University
for the Global Century
Second Edition
www.umt.edu/2020
and sharpen presentations using the latest technology. We began to identify outstanding,
distinctive graduate programs that are poised for greater visibility and prominence
and hosted representatives from funding agencies to work with faculty to enhance
applications for scholarship, research and creative work.
Higher education has a central responsibility in the Global Century. The traditional foci of
a university teaching, research and service all take on a greater urgency today. Our
educational programs must prepare citizens, workers and leaders to make contributions
and influence todays world. Our discoveries and creative works must have relevance
to the challenges and opportunities before us. Our outreach efforts must bring creative
solutions to our communities, both local and global.
UM 2020: Building a University for the Global Century includes five major strategic
issues, each described in detail in this booklet. Each sets forth specific objectives and key
metrics. The plan builds on the strengths we have achieved as one of the nations premier
institutions of higher learning, on the traditions that we have embraced at the University
since its inception and on the commitment to serving future citizens of Montana, the
nation and the world.
Working together, we can build a University for the Global Century.
Sincerely,

Royce C. Engstrom
President
The University of Montana
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UM Vision Statement
The University of Montana will lead as a globally
focused public research university that serves the
state, nation and world. Intrinsic to this mission are
the underlying values of leadership, engagement,
diversity and sustainability. These essential values
underpin our preparation of graduates and our
contributions to society in the 21st century through
high-impact teaching, research, creative scholarship
and service. The University of Montana will be
recognized as a place of opportunity for those who
study and work in a dynamic learning environment.
It will be a place of vitality through its academic,
cultural and athletic performance. We will realize our
mission and vision through continuous, intentional
integration of planning, budgeting, implementation
and assessment. The University of Montana will drive
economic, cultural and social development of Montana
and the Northern Rockies.
UM Mission Statement
The University of Montana pursues academic
excellence as demonstrated by the quality of
curriculum and instruction, student performance, and
faculty professional accomplishments. The University
accomplishes this mission, in part, by providing unique
educational experiences through the integration of the
liberal arts, graduate study, and professional training
with international and interdisciplinary emphases.
The University also educates competent and humane
professionals and informed, ethical, and engaged
citizens of local and global communities; and provides
basic and applied research, technology transfer,
cultural outreach, and service benefiting the local
community, region, State, nation and the world.
Mi ssi on, Vi si on, Core Values
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Leadership
Engagement
Core Values
Diversity
Sustainability
www.umt.edu/2020
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PARTNERING FOR
STUDENT SUCCESS
Partnering for Student Success, a program launched in
2008 that emphasizes student learning and engagement,
has increased UMs freshman retention rate. Through
intentional, incremental steps, the program enhances student
experiences and advances student success. Strategies include
helping high school students prepare for college-level work, assisting
entering freshmen with the transition to college, improving the
early curriculum and getting students meaningfully involved in
college life. The Montana Digital Academy, in collaboration with the
Montana Office of Public Instruction, has served more than 10,000
enrollments of Montana high school students in more than 120
courses since fall 2010, preparing the enrolled students to enter
the University college-ready. For freshmen, seminars focused on
complex, global questions were introduced to expand students
knowledge and interdisciplinary perspectives. For all students,
stricter enforcement of prerequisites enables improved performance
in upper-division coursework. National survey results demonstrate
the attention faculty provide for students, including help with
academic and personal difficulties. As part of the plan to advance
students engagement, UM faculty facilitate student involvement in
service learning, addressing local and global issues and embarking
on research. To evaluate gains made by Partnering for Student
Success, the University continuously monitors changes in student
grade-point averages, retention, graduation rates and number of
graduates, as well as the effectiveness of support services.
Strategi c I ssue 1
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KEY STRATEGIES
Prepare K-12 students
Help students transition to college
Integrate early college curriculum
Engage students
Strengthen student support
Emphasize faculty and staff development
INDICATORS OF SUCCESS
Current 2020 Target
Freshman retention
(baccalaureate) 72% 83%
Six-year
graduation rate 49% 60%
Number of graduates 3,165 3,500
www.umt.edu/2020
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EDUCATION FOR THE
GLOBAL CENTURY
UM offers an educational experience at all degree levels that
provides graduates the foundation to make positive impacts
and become engaged citizens in a world that is increasingly
interconnected. Foundational academic programs offer students
the tools to advance economic, cultural and social change. Two-year
education focuses on practical experience aligned with regional,
national and global needs. This past year, students constructed a
solar vehicle for a national competition that reflects this emphasis.
Enrollment, progression toward graduation and transfer rates to
four-year institutions track success. At the four-year level, a new
program, the Global Leadership Initiative, models a framework
that encourages students to contemplate their overall education
and focus on significant interdisciplinary questions and grand
challenges faced by a global society. Speakers at the inaugural event
represented federal and state leaders, business leaders and peers
who emphasized the importance of such education. Campus Career
Services, Internship Services and study-abroad programs offer all
students opportunities to interact globally. To measure success, UM
evaluates participation in co-curricular, study abroad and service
learning, as well as student involvement related to global issues.
For graduate students, UM capitalizes on its unique location and
intellectual and cultural resources to develop interdisciplinary
collaboration and inspired scholarship. Data related to number of
programs, enrollment, advanced degrees awarded and graduate
research indicate progress.
Strategi c I ssue 2
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KEY STRATEGIES
Strengthen foundational academic programs
Generate responsive two-year programming
Promote global engagement and leadership
at the baccalaureate level
Enhance discovery and innovation through
two-year, baccalaureate and graduate
education
INDICATORS OF SUCCESS
Current 2020
Global Leadership Initiative enrollment 160 800

Hands-on research experiences 23% 30%
Study-abroad experiences 336 550
Internships 560 950
Funded graduate assistants 496 1,000
www.umt.edu/2020
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The University transforms discovery and creativity into
applications and experiences in ways that benefit the state,
region, nation and world. Scholarship, research and creative
work are essential to campus life and academic programming at UM.
Faculty members are expected to engage in leading research and
scholarship that results in publications, exhibitions, performances
and presentations. Strong faculty and student scholarship are integral
to the Universitys ability to offer top educational programs. By
fostering an entrepreneurial spirit in research and technology, UM
transforms discovery into applications that benefit everyone. The
Universitys business incubator, the Montana Technology Enterprise
Center, helps foster companies generated by UM research such as
Rivertop Renewables, an environmentally friendly chemical company.
UM works to advance todays discoveries to produce tomorrows
products, contributing to innovation, job creation and business
opportunities. To measure success in this arena, UM monitors the
number of publications and patents produced, as well as new business
startups, spin-off companies and jobs created. In non-research
creative scholarship, the University gauges success by the number and
stature of publications, performances, presentations and exhibitions.
Campus also monitors the number of national and international
awards and recognitions in all areas to help track progress. UM
continues to provide regular and systematic evaluation of faculty
performance to measure productivity, quality and impact. Campus
also offers students multiple venues to share their creative work.
DISCOVERY AND
CREATIVITY TO SERVE
MONTANA AND THE
WORLD
Strategi c I ssue 3
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KEY STRATEGIES
Enhance contributions by faculty and
students through research
Expand knowledge and cultural richness
through creative scholarship
Advance todays discoveries to create
tomorrows products
INDICATORS OF SUCCESS
Current 2020
External grant funding $68 million $140 million
Annual scholarly
publications by UM faculty 598 750
Performances and
exhibitions 370 450
www.umt.edu/2020
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UM works to enhance its character as a place where people
are passionate about learning, discovery and growth.
Located in Missoula amid the mountains of western Montana, UM
consistently is recognized as one of the most attractive and enticing
campuses in the nation. People are drawn to UM by the richness
of experiences, scenic beauty, lifelong learning, and cultural and
entertainment opportunities. The University strives to ensure that
its surroundings are integrated into the campus curriculum. Beyond
traditional classroom lectures and seminars taught by renowned
faculty, campus offers Web- and video-based classes to rural and
place-bound learners. Campus also includes many outstanding
learning environments, such as The Payne Family Native American
Center the nations finest university building for Native studies
and students. Campus also has new tech lounges and houses the
Montana Digital Academy, which offers advanced, online high
school courses statewide. To sustain a world-class student-centered
campus, UM monitors student engagement survey results and the
percentage of facilities and learning spaces that are sustainable,
accessible and innovative. It also engages in partnerships locally and
worldwide, gauging the value of these programs through reviews,
program numbers and participation. Campus monitors success
in recruitment, retention and development and constantly works
to attract the highest-quality students, educators and employees.
UM also works to increase the number of diverse interdisciplinary
learning experiences and the participation levels of such offerings.
DYNAMIC LEARNING
ENVIRONMENT
Strategi c I ssue 4
Photo by Jonathan Crummett
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KEY STRATEGIES
People Lead in recruiting, retaining and developing the
highest-quality students, faculty and staff
Programs Provide programs of distinction, including
outstanding athletic, cultural and entertainment opportunities,
as well as engage local to worldwide partnerships and connect
programs to UMs unique location
Infrastructure Use technologies and practices that
optimize the learning experience while modeling sustainability
Culture Inspire an atmosphere where engagement and
passion for learning thrive
Place Integrate the character of the campus environment
into discovery and instruction
INDICATORS OF SUCCESS
Current 2020
Classroom technology 43% 100%
Montana Digital Academy
enrollment 6,636 15,000
Student-to-faculty ratio 20:1 18:1
Percent of seniors who rate
their educational experience
as good or excellent 88% 90%
UM first choice for new faculty 75% 100%
www.umt.edu/2020
NEW PHOTO?
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The University models transparency, systematic
communication and sound decision-making to ensure
that resources are marshaled to achieve UMs mission.
The University continually works to clarify its vision and mission
and demonstrate to internal and external stakeholders that the
best use is made of resources that campus does the right
things for the right reasons. The Planning-Assessment Continuum
is both top-down and bottom-up. Executive leadership provides
overarching mission-driven goals, equitable parameters
and accountability: all UM employees and students provide
new ideas, improve processes and contribute to innovation.
This structure ensures transparency, meaningful input and
participation, including advisory committees, implementation
teams and other groups. To track success of the continuum, UM
provides annual reporting of budget allocations by goals and
tracks funding of new initiatives. To ensure transparency, campus
evaluates committee representation so all groups have a voice. It
gauges the degree of public access to strategic plans, operating
plans and other budget materials. In addition, UM updates its
strategic plan and subsequent budget allocations annually.
Campus completes yearly updates of sector and program plans,
adjusting budgets as needed in response to enrollment, revenue
and expense variation. UM documents all outcomes with an
annual assessment report that is available online.
THE
PLANNING-ASSESSMENT
CONTINUUM
Strategi c I ssue 5
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KEY STRATEGIES
Link plans and resources
Engage transparent and participative
processes throughout the cycle
Use data-driven decisions and goal-setting
Gather objective and timely assessment of
outcomes
Current 2020
Alignment and
integration of plans in progress 100%
Percent of general funds
budget to instruction,
academic support and
student services 69% 70%
Percent of budget
allocated annually to
strategic initiatives 1.2% 1.5%
INDICATORS OF SUCCESS
www.umt.edu/2020
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UM 2020:
Building a University
for the Global Century
Second Edition