University Interactive Simulation (UIS) is a powerful interactive simulation of a college or university that calculates outcomes and predicts the trends and results of strategic decisions.

1. University
Interactive
Simulation
A model for University
Strategic Planning and
Decision-making

2. What is UIS?
• A powerful interactive simulation of a college or
university that calculates outcomes and predicts
the trends and results of strategic decisions.
• UIS is used in UIS Seminar to predict outcomes for
a fictional university with characteristics and
issues typical of today’s era in higher education.
• UIS can also be adapted to a specific university
to provide an exceptionally useful predictive
management tool.
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3. Why University Interactive Simulation?
• Projects the short-and long-term effects of
strategic decisions
• Allows “what-if” analysis with variable
parameters
• Learning without “hard knocks”
• Avoidance of “crashes”
• Cost effective method to aid strategic planning
and decision-making
• Very supportive of new HLC Accreditation
Criteria
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4. Features of the Model
• Provides analysis and projection of financial
state of the University as well as prediction of
factors affecting student, faculty, Board, and
alumni satisfaction.
• Links operating fund, enrollment management,
cash flow, endowment, and capital investment
to display the University’s financial picture
• Allows change of multiple variables to predict
short-term and long-term effects of strategic
decisions.
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5. Building the UIS Model
• Assemble University Historical and Current Data
• Financial
• Admissions
• Retention
• Academic
• Staffing
• Capital Needs
• Advancement
• Determine sensitivity to change
• Create a list of the “big strategic decisions”
• Apply “decisions” and change parameters to Basic
Data to predict the next five years
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6. Predictive modeling of YOUR University
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Financials Students Academics Capital
Needs
Operating
Budget
Demographics Quality Maintenance
Cash Flow Admissions Programs New
Construction
Endowment Retention New Majors? Renovation
Staffing Unmet needs Faculty
Makeup
Expansion
Pay and
Benefits
Athletics Class Size Technology
Fundraising Projections? Distance
Learning

7. Financial Model
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Operating
Fund
Revenues
Expenses
Tuition and Fees
(Less Aid)
Other Revenue
Gifts, Grants, etc.
Investment
Salaries & Benefits
Faculty
Staff
Other Expenses
Operating
Debt, Depreciation
Endowment
Cash
Reserve
Capital
Investment

8. Calculated Outcomes
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ENROLLMENTS
OPERATING
BUDGET
SUMMARY
CASH BALANCE
ENDOWMENT
STAFF/FAC GAP
CAPITAL
PROJECTS
BASIC
DEFENSIVE
INTERVAL
TUITION/FEES
SALARIES &
BENEFITS
PAY GAP

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Subjective Outcomes and Factors Affecting Them
Student
Satisfaction
Faculty MoraleBoard Support
Alumni Support
Tuition
and fees
Tuition
Discount
Room and
Board Operating
Expense
# Faculty
# Staff
Pay
Capital
Expenditure
Facilities
Grounds
Cash
Balance
Surplus or
Deficit Student
Quality
Marketing
New
Initiatives
Student
Satisfaction
Faculty MoraleBoard Support
Alumni Support

10. 10
Typical Resource Allocation Sheet
Resource Allocation
Topic FY 0 FY +1 FY +2 FY +3 FY +4 FY +5
Enrollment Management Base
Tuition % Increase 5% 5% 5% 5% 5% 5% 5%
Budgeted Freshman TDR (%) 45% 45% 45% 45% 45% 45% 45%
Target ACT Average 24 24 24 24 24 24 24
Personnel and Pay Base
# Faculty Increase 0 0 0 0 0 0 0
Faculty Pay % Increase 3% 3% 3% 3% 3% 3% 3%
Adjunct Pay % Increase 3% 3% 3% 3% 3% 3% 3%
# Staff Increase 0 0 0 0 0 0 0
Staff Pay % Increase 3% 3% 3% 3% 3% 3% 3%
Retirement Benefits 10% 10% 10% 10% 10% 10% 10%
Operational Variables Base
Fees Increase 5% 5% 5% 5% 5% 5% 5%
Rm and Board Increase 5% 5% 5% 5% 5% 5% 5%
Average Students per Class 15.0 15.0 15.0 15.0 15.0 15.0 15.0
Operational expense % increase 5% 5% 5% 5% 5% 5% 5%
Marketing and Public Relations ($k) $200 $200 $200 $200 $200 $200 $200
Contingency 1.00% 1.00% 1.00% 1.00% 1.00% 1.00% 1.00%
Capital and New Initiative
Expenditures
10-yr Requirement
(Thousands of $) $2,000 $2,000 $2,000 $2,000 $2,000 $2,000
Annual Maintenance and Capital $20,000 $2,000 $2,000 $2,000 $2,000 $2,000 $2,000
Annual Capital $6,500 $650 $650 $650 $650 $650 $650
Major Maintenance $4,000 $400 $400 $400 $400 $400 $400
Access, Safety and Security $5,000 $500 $500 $500 $500 $500 $500
Information Technology $4,500 $450 $450 $450 $450 $450 $450
New Initiatives $64,050 $0 $0 $0 $0 $0 $0
Dormitory Renovation $2,000 $0 $0 $0 $0 $0 $0
Sci and Tech center $20,000 $0 $0 $0 $0 $0 $0
Grounds Improvements $2,000 $0 $0 $0 $0 $0 $0
Student Rec Center $6,000 $0 $0 $0 $0 $0 $0
Fine Arts Center $5,000 $0 $0 $0 $0 $0 $0
Athletic Center $6,000 $0 $0 $0 $0 $0 $0
New Student Dormitory $4,000 $0 $0 $0 $0 $0 $0
New Academic Building $15,000 $0 $0 $0 $0 $0 $0
New Campus Initiative $1,200 $0 $0 $0 $0 $0 $0
Online Learning Center $1,000 $0 $0 $0 $0 $0 $0
Emergency Management Major $750 $0 $0 $0 $0 $0 $0
Men's and Women's lacrosse $600 $0 $0 $0 $0 $0 $0
Hi Tech Laboratory $500 $0 $0 $0 $0 $0 $0
Graduate and Continuing Education Base
Graduate School Tuition Increase 3.60% 3.60% 3.60% 3.60% 3.60% 3.60% 3.60%
Graduate School Discount Rate 13.00% 13.00% 13.00% 13.00% 13.00% 13.00% 13.00%
Continuing Education Tuition Increase 3.50% 3.50% 3.50% 3.50% 3.50% 3.50% 3.50%
New Loan/bond $0 $0 $0 $0 $0 $0 $0

11. Operating Fund
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Strategic Dashboard

13. UIS Can Work for You
• Training and Certification of Leaders
• Transparent communications tool to
develop understanding among university
constituencies
• Aid to Strategic Planning
• Vital information and data for strategic
decision-making
• Very effective preparation for
accreditation
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14. K-D’s involvement with your University
• Engage key leaders in a series of one-day,
interactive seminars.
• Understand how university financial systems work
• Learn how the budget is linked to strategic plans
• Understand complex interactions, second and
third order effects, and unintended consequences
of strategic decisions.
• Learn how to use UIS
• Utilize UIS as an aid to strategic decision making
for your university.
• Build the Model using your university’s information
• Apply the model for planning and budgeting
• Refine and perfect the model and its use.
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Contact K-D Consultants for a free
consultation
Website: www.k-dconsultants.com
email: fletcherlamkin@icloud.com
Phone: 888-425-1112

16. Questions
or
Comments
Visit www.k-dconsultants.com