Proposals for enrollment plan changes should be accompanied by a
pro forma that shows the expected revenues and costs related to the
There is no specific, standard format for an enrollment pro
forma, as each enrollment change proposal is unique. However,
it is recommended that each pro forma consider several factors,
outlined below. It is recommended that you work with your
resource analyst when deveoping an enrollment pro
The following factors should be considered and incorporated into
your pro forma:
- Magnitude of enrollment change -- headcount and credit
- Enrollment mix -- residency, program, FT/PT
- Demand -- student interest and employment
- Phase-in of enrollment changes -- by cohort
- Effect of the change on tuition revenue -- net and compared to
- Breakout of tuition revenue changes -- attributed to unit vs.
- Expected tuition rate increases over the life of the
- Impact of changes on your unit AND other units -- academic and
- Instruction and support staffing needs -- current capacity vs.
- Startup associated with any required hires
- Equipment and space needs
- Impact on indirect costs
All assumptions should be clearly documented.