UMass Boston

Strategic Plan Progress Dashboard

The Strategic Plan Progress Dashboard tracks progress against a set of key performance indicators (KPIs). The key performance indicators are designed to track progress against the major priorities of the Strategic Plan. The plan is a 10-year plan, launched in September 2022. Three years of baseline data (FY20-FY22) are included in the table below. Some KPIs continue to be under development.

Strategic Priority 1: Holistic Student Success

Key Performance
Indicator		 FY20 FY21 FY22 FY23 FY24 FY25
Persistence Rates
First Year
Full Time 1 Year
Retention Rate
(Fall Starters)		 75.9% 74.8% 72.3% 73.1% 70.4% 72.1%
Transfer 1 Year
Retention Rate
(Fall Starters)		 79.1% 77.4% 77.1% 76.0% 78.5% 79.3%
Graduation Statistics
6 Year Graduation
Rate (First Year Full
Time Fall Starters)		 50.4% 50.0% 52.2% 51.7% 50.2% 50.3%

6 Year Graduation
Rate (Transfers)

 61.5% 63.0% 60.1% 61.8% 61.2% 63.0%
3 Year Graduation
Rate (Masters)		   70% 72% 69% 73%  
Time to Degree
(Doctoral)		 6.39 5.66 5.67 5.99 6.28  
Degrees Awarded
# of Degrees
Awarded
(All Levels)		 3,679 3,824 3,747 3,484 3,682 3,646

Strategic Priority 2: Impactful Research & Scholarship

Key Performance
Indicator		 FY20 FY21 FY22 FY23 FY24 FY25
Sponsored
Research Awards
($M)		 $56.0 $58.2 $67.7 $78.2 $81.1  
Research
Expenditures
($M)		     $51.7 $63.1 $71.3  
Research Trust Fund
(RTF) Generated
($M)		 $7.30 $6.06 $6.98 $8.95 $10.65  
# of Doctoral
Degrees Awarded		 116 94 103 108 124 108
Carnegie
Classification		 R2 R2 R2 R2 R2 R1

Strategic Priority 3: For the City

Key Performance
Indicator		 FY20 FY21 FY22 FY23 FY24 FY25
% of New First Year
Students from
Boston High Schools		     17.7% 17.6% 19.0% 20.5%
Carnegie Social &
Economic Mobility
Classification		 NA NA NA NA NA High Access;
Medium Earnings
% of Graduated
(Undergrads),
All Time,
Living & Working
in Massachusetts		 74% 71% 72% 72% 71%  

Strategic Priority 4: Enriching the Human Core

Key Performance
Indicator		 FY20 FY21 FY22 FY23 FY24 FY25
# of Wellbeing
Initiatives
Completed		            
# of Service
Improvement
Initiatives
Completed		            
Faculty and
Staff Giving
(%)		 21.7% 29.7% 19.0% 19.5% 22.4% 18.7%

 

Strategic Priority 5: Reimagining Campus Space

Key Performance
Indicator		 FY20 FY21 FY22 FY23 FY24 FY25
Finalize & Publish
the Campus
Master Plan		         Yes Yes
(FY24)
Finalize & Publish
the Carbon &
Energy Master Plan		         Yes Yes
(FY24)
# of UMBA Capital
Projects Underway
($2M+)		     8 7 7 6
$M for UMBA
Capital Projects
Underway		     $33.59 $27.95 $24.81 $15.32
# of UMB Capital
Projects Underway
(<$2M)		 17 18 36 30 44 52
$M for UMB
Capital Projects
Underway		 $5.02 $26.84 $7.63 $13.00 $20.81 $29.84
Greenhouse Gas
Emissions
(Scope 1 & 2)		 22,279 14,571 17,917 20,334 19,148  

Admissions & Enrollment

Key Performance
Indicator		 FY20 FY21 FY22 FY23 FY24 FY25
Enrollment
(Fall - Headcount)		 16,173 16,459 15,796 15,674 15,859 15,768
Enrollment
(Fall - Full Time
Equivalents)		 13,249 13,571 12,959 12,855 13,088 13,085

Budget & Finance

Key Performance
Indicator		 FY20 FY21 FY22 FY23 FY24 FY25
Revenue $474.5 $509.8 $478.5 $519.7 $566.7  
Gross Tuition
Revenue		 $252.6 $256.2 $244.9 $262.6 $276.6  
Operating Margin
(%)		 1.1% 5.8% 0.9% 2.9% 3.9%  

Advancement

Key Performance
Indicator		 FY20 FY21 FY22 FY23 FY24 FY25
Total Philanthropic
Achievement
($M)		 $24.2 $35.0 $40.6 $37.4 $30.5 $31.4
Total
Endowment-Market
Value
($M)		 $92.3 $126.0 $126.4 $147.5 $171.3 $199.3

Data Sources

  • Strategic Priority 1: Holistic Student Success
    • HelioCampus
    • UMass Boston Institutional Research
  • Strategic Priority 2: Impactful Research & Scholarship
    • UMass Boston Institutional Research
    • UMass Boston Budget & Financial Planning
    • Carnegie Foundation
  • Strategic Priority 3: For the City
    • UMass Boston Admissions Office
    • Carnegie Foundation
    • UMass Boston Alumni Affairs
  • Strategic Priority 4: Enriching Our Human Core (Metrics still under development)
    • UMass Boston Alumni Affairs
  • Strategic Priority 5: Reimagining Campus Space
    • UMass Boston Facilities
    • UMass Boston Budget & Financial Planning
  • Admissions & Enrollment
    • UMass Boston Institutional Research
  • Budget & Finance
    • UMass Boston Budget & Financial Planning
  • Advancement
    • UMass Boston University Advancement