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Washington & Lee
   University
     CASE STUDY

   SARAH CROCKETT
   LAUREN HOWARD
    DENNIS PRIEBE
     JASON SCOTT
Special Guests
History of Washington & Lee

George Washington       Robert E. Lee
Learning Outcomes

 Following this presentation colleagues will be able
 to:
    Articulate key events of Washington & Lee history

    Express the major student organizations on campus

    Describe the characteristics of a Washington & Lee applicant

    Explain how development initiatives support the strategic plan
Presentation Overview

 Quick Glance

 Governance

 Academics

 Student Life & Activities

 Admissions & Access

 Development

 Common Themes
A Quick Glance of W&L

 Location: Lexington, VA    Majors: 40
 Founded: 1749              Minors: 20
 Undergraduate              Courses: 1,000+
  Enrollment: 1,759
                             Clubs & Organizations:
 Law Enrollment: 394        120+
 Full-time Faculty: 173     Women Admitted to
                             Undergraduate Divisions:
 Women Admitted to
                             1985
  School of Law: 1972
 Division III Athletics
  Program
Governance
Mission Statement

Washington and Lee University provides a liberal arts
education that develops students' capacity to think
freely, critically, and humanely and to conduct themselves
with honor, integrity, and civility. Graduates will be
prepared for life-long learning, personal
achievement, responsible leadership, service to others, and
engaged citizenship in a global and diverse society.
Governance




Board of                President’s
            President
Trustees                 Cabinet
President’s Role in Governance

 Dr. Kenneth Ruscio          W&L ’s Strategic Plan
    Who is he?                  Continue Strengths of the
    What does he do?             Past
                                 Recruit & Support
                                  Exceptional Students
                                 Recruit, Retain, & Develop
                                  Faculty and Staff
                                 Establish & Enhance
                                  Academic Programs
                                 Create a Campus of 21st
 President’s Cabinet
                                  Century
    Who makes it up, why?
Board of Trustees & Governance


 Level of Involvement

 Where do they come from & cultivation

 Responsibilities

 Committees

 Aspects of shared governance
Faculty Roles in Governance

 6 Types of Committees
  • Created by the Board of Trustees

  • Administer Faculty Responsibilities

  • Joining with Administrative Staff

  • Ad Hoc for a time and purpose

  • Academic-Program Advisory

  • Administrative



 American Association of University Professors
   36 Indicators of Sound Governance
Academics
Academics

                            W&L
                          Academics


        Undergraduate                  Graduate
          Education                    Education



The College-       The Williams
                                      School of Law
Liberal Arts          School
Graduate Education

 School of Law

 What makes it unique?

 Sticker Shock

 New strategy: Application fee

 Faculty

 Employment prospects
Undergraduate Education

 The College - Liberal Arts
     Departmental initiatives and priorities
     2 years of general requirements

 The Williams School of Commerce, Economics, &
  Politics
     Providing a strong balance with the liberal arts spirit
     All students can enroll in courses offered, 40% of the student
      body are majors
     Reputation and Intimacy

 Interdisciplinary Cross-College Offerings
Student Life & Activities
Student Activities

 Greek Life

 Executive Committee

 Honor System



 “At Washington & Lee you have three types of students: the Greeks who like to
 drink, the black students who only hang out with black students, and how do I
 say this the smart kids who aren’t social”

 - Jason Rodocker, Director of Campus Activities & Leadership Development
Greek Life

 Greek Governing Bodies
   16 Fraternities in IFC
   6 Sororities in PHC
   4 NPHC Fraternities and Sororities

 79% of W&L students participate in Greek
  Life.
 Problems that arise:
   Alcohol and drug consumption
   Hazing policy
   Sexual violence
   Concepts of Greek Life
Executive Committee

 Student Governing Body


 Responsibilities include:
   Allocating funds to student organizations

   Amending the Student Body Constitution

   Honor violation meetings and investigations.
Honor System

“On my honor, I have neither given nor received
any unacknowledged aid on this
(exam, test, paper, etc.).”

 Student administered

 “White Book”, guidelines about Honor System

 Extends the tradition of trust
Oops You’ve Been CAUGHT! :
         Honor System Violations

                              2009-2010 Academic
       ANY W&L                Year
        student
                                 8 investigations
                                 4 closed hearings
                                   3 students found NOT
       Executive                    guilty
       Committee                   1 student chose to
                                    withdraw


               Hearing in
Withdraw         front of
              Student Body
Gillian, from
   Hawaii
Class of 2013




                Why students choose
                      W&L?
Nathaniel, from
   Chicago
 Class of 2014
 “I chose W&L
for the support.
  The teachers
       are
supportive, the
  students are
  supportive…
Overall it was a
 good choice.”
Ted DeLaney, Ph.D.

                                           Went from university
                                           janitor to head of the
                                           History Department

                                              Lexington, VA native

                                              B.A. Washington & Lee

                                              Ph.D. William & Mary

                                              Founded African American
“But my greatest joy, as always, will be
      working with the students.”              Studies Program at W&L
           - Ted DeLaney
Admissions & Financial Aid
Admissions Visibility

 Inquiry Pool of 36,000       Traditional, yet cutting
 40 states visited             edge

 W & L is a “four year        Law School, Science
  experience”                   Facilities, & Mass
                                Communication
 LIVE, LEARN, ENGAGE,
  EXPLORE
 Liberal Arts?

 Interdisciplinary Studies
Admissions Selectivity

 Competitive admissions
                                          Average Entering Class
  process
     Program, Performance, Potenti           19% Admit Rate
      al for
      college, Participation, Personal        50% Early Decision
      ity
                                              10% of class are legacy
 Facts from 2010-2011 class:                 Gender Balance in Applicant
     6,222 applied
                                               Pool
     1,181 accepted
     473 enrolled
     81% in top 10th of Class
     First Generation Students: 44
Tuition Comparison
                2010-2011 Tuition of Peer Institutions

                                                                         $56,634
$60,000                                             $50,980
                               $50,630
            $46,219
$50,000



$40,000



$30,000



$20,000



$10,000



    $0
          UVA               W &L             Wake Forest      Vanderbilt University

           *Out of State Tuition, Room, and Board
Accessibility

 $50,630 Tuition Room & Board             Johnson Scholarship Program
  (2010-2011 school year)                      Largest portion of endowment
                                               Full scholarship offered to
 Quantifying Education Argument                incoming students
                                               3,500-4,000 applications
                                                annually received prior to
 Financial Aid (Class of 2014)                 Johnson Scholarship NOW
     Average grant to students                 averages over 6,000
      receiving aid: $35,520
     25 Students receiving Pell Grant
     49 Students from families earning
      under $50,000 annually
     Over $29 million in financial
      assistance was offered to 65% of
      Student Body in 2009-2010
DEVELOPMENT
“Endowment makes all the
difference” – Dr. Dawn Watkins

“The level of resources changes the
game” – Jason Rodocker

  Asking students why they choose
        Washington & Lee:
Dean Futrell: “Don’t say the money”

Students: “The money”
Development at W&L

 Office reports to Vice President for University
 Advancement



 4 Main Fundraising Offices
   Annual Fund

   Major Gifts

   Planned Giving

   Law School Advancement
Endowment and Giving

 Top Institution in Alumni Support
 per student - $21,670

 One of the Top 30 Largest Endowments
 per student - $416,887

 The Annual Fund received
 $7,014,000 during 2009-2010
Honor Our Past, Build Our Future:
               Fundraising Campaign

 $500 Million Campaign

 Launched campaign on October 22nd, 2010

 Goals of Campaign
   $160 million for recruiting and supporting students
   $122 million for recruiting, retaining and developing faculty
    and staff
   $120.5 million for creating a campus for the 21st century
   $37.5 million for new academic programs and enhancing
    existing ones
   $60 million for creating financial flexibility through the
    Annual Fund
Trivial Pursuit:
Washington & Lee Edition
1. Which Founding Father helped W&L survive with
the schools first major endowment of $20,000?


  1. Benjamin Franklin


  2. George Washington


  3. John Adams


  4. Thomas Jefferson
                           0%    0%   0%    0% 10
                           1     2     3     4
2. Which of these did George Washington bring
to campus when he was president?

 1. The Honor Code
 2. The Speaking
    Tradition
 3. The Law School
 4. The School’s Motto
 5. None of the above -
    (He wasn’t
    President, it was all
    Bobby Lee)
                            0%   0%   0%   0%   0%
                                                     10
                            1    2    3     4    5
3. What is an initiative the strategic plan calls for?


 1. To becoming a top tier
    research institution
 2. To establish and enrich
    academic experiences
    and offerings
 3. To revert campus to a
    religiously affiliated
    institution
 4. To double enrollment to
    3500 so more students
    can experience W&L         0%     0%    0%     0%
                                                         10
                               1      2      3      4
4. What is the current sticker price of tuition at
Washington & Lee?



1. $10K – 20K


2. $20K – 30K


3. $30K - 60K


4. Too rich for my blood
                               0%    0%    0%        0%
                                                          10
                               1      2     3         4
5. Who controls the Honor System?


1. Students
2. SCHEV
3. Faculty & Staff
4. Dr. Ellen Plummer
5. Parents



                          0%   0%   0%   0%   0%
                                                   10
                          1    2    3     4    5
6. Who was the better looking historian?



1. George Washington


2. Bobby E. Lee




                                0%         0%
                                                10
                                1           2
The Common Themes


 Sense of Community
 & Intimate Relationships
 Prestige

 Tradition and History

 Student Self-Governance &
 Autonomy
A few
  words
from our
 sponsor
Questions & Comments
References

Interviews with:
Robert Koch, Teri Cugliari, Jason Rodocker, Stephen
Sneed, Katherine Brinkley, Tammy Futrell, Jim Farrar, Dr.
Dawn Watkins, Nathaniel Hayes, Gillian Johnson, Jacob Elium

Special Thanks to Bobby Lee for our new sweatshirts!

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W&LCaseStudy-Fall2010

  • 1. Washington & Lee University CASE STUDY SARAH CROCKETT LAUREN HOWARD DENNIS PRIEBE JASON SCOTT
  • 3. History of Washington & Lee George Washington Robert E. Lee
  • 4. Learning Outcomes  Following this presentation colleagues will be able to:  Articulate key events of Washington & Lee history  Express the major student organizations on campus  Describe the characteristics of a Washington & Lee applicant  Explain how development initiatives support the strategic plan
  • 5. Presentation Overview  Quick Glance  Governance  Academics  Student Life & Activities  Admissions & Access  Development  Common Themes
  • 6. A Quick Glance of W&L  Location: Lexington, VA  Majors: 40  Founded: 1749  Minors: 20  Undergraduate  Courses: 1,000+ Enrollment: 1,759  Clubs & Organizations:  Law Enrollment: 394 120+  Full-time Faculty: 173  Women Admitted to Undergraduate Divisions:  Women Admitted to 1985 School of Law: 1972  Division III Athletics Program
  • 8. Mission Statement Washington and Lee University provides a liberal arts education that develops students' capacity to think freely, critically, and humanely and to conduct themselves with honor, integrity, and civility. Graduates will be prepared for life-long learning, personal achievement, responsible leadership, service to others, and engaged citizenship in a global and diverse society.
  • 9. Governance Board of President’s President Trustees Cabinet
  • 10. President’s Role in Governance  Dr. Kenneth Ruscio  W&L ’s Strategic Plan  Who is he?  Continue Strengths of the  What does he do? Past  Recruit & Support Exceptional Students  Recruit, Retain, & Develop Faculty and Staff  Establish & Enhance Academic Programs  Create a Campus of 21st  President’s Cabinet Century  Who makes it up, why?
  • 11. Board of Trustees & Governance  Level of Involvement  Where do they come from & cultivation  Responsibilities  Committees  Aspects of shared governance
  • 12. Faculty Roles in Governance  6 Types of Committees • Created by the Board of Trustees • Administer Faculty Responsibilities • Joining with Administrative Staff • Ad Hoc for a time and purpose • Academic-Program Advisory • Administrative  American Association of University Professors  36 Indicators of Sound Governance
  • 14. Academics W&L Academics Undergraduate Graduate Education Education The College- The Williams School of Law Liberal Arts School
  • 15. Graduate Education  School of Law  What makes it unique?  Sticker Shock  New strategy: Application fee  Faculty  Employment prospects
  • 16. Undergraduate Education  The College - Liberal Arts  Departmental initiatives and priorities  2 years of general requirements  The Williams School of Commerce, Economics, & Politics  Providing a strong balance with the liberal arts spirit  All students can enroll in courses offered, 40% of the student body are majors  Reputation and Intimacy  Interdisciplinary Cross-College Offerings
  • 17. Student Life & Activities
  • 18. Student Activities  Greek Life  Executive Committee  Honor System “At Washington & Lee you have three types of students: the Greeks who like to drink, the black students who only hang out with black students, and how do I say this the smart kids who aren’t social” - Jason Rodocker, Director of Campus Activities & Leadership Development
  • 19. Greek Life  Greek Governing Bodies  16 Fraternities in IFC  6 Sororities in PHC  4 NPHC Fraternities and Sororities  79% of W&L students participate in Greek Life.  Problems that arise:  Alcohol and drug consumption  Hazing policy  Sexual violence  Concepts of Greek Life
  • 20. Executive Committee  Student Governing Body  Responsibilities include:  Allocating funds to student organizations  Amending the Student Body Constitution  Honor violation meetings and investigations.
  • 21. Honor System “On my honor, I have neither given nor received any unacknowledged aid on this (exam, test, paper, etc.).”  Student administered  “White Book”, guidelines about Honor System  Extends the tradition of trust
  • 22. Oops You’ve Been CAUGHT! : Honor System Violations  2009-2010 Academic ANY W&L Year student  8 investigations  4 closed hearings  3 students found NOT Executive guilty Committee  1 student chose to withdraw Hearing in Withdraw front of Student Body
  • 23. Gillian, from Hawaii Class of 2013 Why students choose W&L?
  • 24. Nathaniel, from Chicago Class of 2014 “I chose W&L for the support. The teachers are supportive, the students are supportive… Overall it was a good choice.”
  • 25. Ted DeLaney, Ph.D. Went from university janitor to head of the History Department  Lexington, VA native  B.A. Washington & Lee  Ph.D. William & Mary  Founded African American “But my greatest joy, as always, will be working with the students.” Studies Program at W&L - Ted DeLaney
  • 27. Admissions Visibility  Inquiry Pool of 36,000  Traditional, yet cutting  40 states visited edge  W & L is a “four year  Law School, Science experience” Facilities, & Mass Communication  LIVE, LEARN, ENGAGE, EXPLORE  Liberal Arts?  Interdisciplinary Studies
  • 28. Admissions Selectivity  Competitive admissions  Average Entering Class process  Program, Performance, Potenti  19% Admit Rate al for college, Participation, Personal  50% Early Decision ity  10% of class are legacy  Facts from 2010-2011 class:  Gender Balance in Applicant  6,222 applied Pool  1,181 accepted  473 enrolled  81% in top 10th of Class  First Generation Students: 44
  • 29. Tuition Comparison 2010-2011 Tuition of Peer Institutions $56,634 $60,000 $50,980 $50,630 $46,219 $50,000 $40,000 $30,000 $20,000 $10,000 $0 UVA W &L Wake Forest Vanderbilt University *Out of State Tuition, Room, and Board
  • 30. Accessibility  $50,630 Tuition Room & Board  Johnson Scholarship Program (2010-2011 school year)  Largest portion of endowment  Full scholarship offered to  Quantifying Education Argument incoming students  3,500-4,000 applications annually received prior to  Financial Aid (Class of 2014) Johnson Scholarship NOW  Average grant to students averages over 6,000 receiving aid: $35,520  25 Students receiving Pell Grant  49 Students from families earning under $50,000 annually  Over $29 million in financial assistance was offered to 65% of Student Body in 2009-2010
  • 32. “Endowment makes all the difference” – Dr. Dawn Watkins “The level of resources changes the game” – Jason Rodocker Asking students why they choose Washington & Lee: Dean Futrell: “Don’t say the money” Students: “The money”
  • 33. Development at W&L  Office reports to Vice President for University Advancement  4 Main Fundraising Offices  Annual Fund  Major Gifts  Planned Giving  Law School Advancement
  • 34. Endowment and Giving  Top Institution in Alumni Support per student - $21,670  One of the Top 30 Largest Endowments per student - $416,887  The Annual Fund received $7,014,000 during 2009-2010
  • 35. Honor Our Past, Build Our Future: Fundraising Campaign  $500 Million Campaign  Launched campaign on October 22nd, 2010  Goals of Campaign  $160 million for recruiting and supporting students  $122 million for recruiting, retaining and developing faculty and staff  $120.5 million for creating a campus for the 21st century  $37.5 million for new academic programs and enhancing existing ones  $60 million for creating financial flexibility through the Annual Fund
  • 37. 1. Which Founding Father helped W&L survive with the schools first major endowment of $20,000? 1. Benjamin Franklin 2. George Washington 3. John Adams 4. Thomas Jefferson 0% 0% 0% 0% 10 1 2 3 4
  • 38. 2. Which of these did George Washington bring to campus when he was president? 1. The Honor Code 2. The Speaking Tradition 3. The Law School 4. The School’s Motto 5. None of the above - (He wasn’t President, it was all Bobby Lee) 0% 0% 0% 0% 0% 10 1 2 3 4 5
  • 39. 3. What is an initiative the strategic plan calls for? 1. To becoming a top tier research institution 2. To establish and enrich academic experiences and offerings 3. To revert campus to a religiously affiliated institution 4. To double enrollment to 3500 so more students can experience W&L 0% 0% 0% 0% 10 1 2 3 4
  • 40. 4. What is the current sticker price of tuition at Washington & Lee? 1. $10K – 20K 2. $20K – 30K 3. $30K - 60K 4. Too rich for my blood 0% 0% 0% 0% 10 1 2 3 4
  • 41. 5. Who controls the Honor System? 1. Students 2. SCHEV 3. Faculty & Staff 4. Dr. Ellen Plummer 5. Parents 0% 0% 0% 0% 0% 10 1 2 3 4 5
  • 42. 6. Who was the better looking historian? 1. George Washington 2. Bobby E. Lee 0% 0% 10 1 2
  • 43. The Common Themes  Sense of Community & Intimate Relationships  Prestige  Tradition and History  Student Self-Governance & Autonomy
  • 44. A few words from our sponsor
  • 46. References Interviews with: Robert Koch, Teri Cugliari, Jason Rodocker, Stephen Sneed, Katherine Brinkley, Tammy Futrell, Jim Farrar, Dr. Dawn Watkins, Nathaniel Hayes, Gillian Johnson, Jacob Elium Special Thanks to Bobby Lee for our new sweatshirts!