ºÚ¹Ï³ÔÁÏÍø VITALITY PLAN
Collaborative process for ºÚ¹Ï³ÔÁÏÍø to sustain its presence and impact for students and the region
Recommendations and Proposals for ºÚ¹Ï³ÔÁÏÍø
Thank you for taking the time to share actionable and implementable ideas and frameworks for the implementation of the Vitality Plan. We welcome submissions from students, staff, trustees, community members and leaders, alumni, donors and government leaders. Objectives to consider are:
- Meets the Target in achieving the cost savings of $20M per year of an approximately $100M organization
- ²Ñ¾±²Ô»å´Ú³Ü±ôÌýof current and future environment for higher education
- Urgent and actionable for implementation in a year or less.
- ³§³Ù³Ü»å±ð²Ô³ÙÌýcentered
- ±«²Ô¾±±ç³Ü±ðÌýidentity and values reflection of ºÚ¹Ï³ÔÁÏÍø and southern Oregon region
- °Õ°ù²¹²Ô²õ´Ú´Ç°ù³¾²¹³Ù¾±´Ç²Ô²¹±ôÌýand frame-breaking
- ±õ²Ô³Ù±ð²µ°ù²¹³Ù±ð»åÌýwith community employers and stakeholders more than ever before
- ³§±ð±ô´Ú±ô±ð²õ²õ²Ô±ð²õ²õÌýand focused on university preservation
Key guidelines used to evaluate thoughtful proposals and recommendations are:Â
- Is it truly helping us to meet the target of fiscal sustainability by summer 2027?
- Does it reflect our identity as an institution and our values?
- Does it truly transform us in ways that will help us to thrive into the future?
Materials
Monthly Reporting
This reporting is produced for the Oregon Higher Education Coordinating Commission. It is also shared with the ºÚ¹Ï³ÔÁÏÍø Board of Trustees, then posted here.
June 2026
as of 6/30/2026
Monthly Report
Education & General Fund and All Funds
Fiscal Year 2026-2029 Cash Flow Projection
May 2026
as of 5/31/2026
Monthly Report
Education & General Fund and All Funds
Fiscal Year 2026-2029 Cash Flow Projection
April 2026
as of 4/30/2026
Deloitte Option Path
Presentation on Option for Path to Sustainability – prepared by Deloitte Consulting
View the options document here. Watch back the recording .
May 4th Webinar PresentationÂ
Financial and Strategic Assessment – prepared by Deloitte Consulting
View the Option Path Implementation Plan here.
Plan Preview, Themes and Key Findings – prepared by Deloitte Consulting
View slides here (footnotes and change log located at the end). View the recording and presentation .
April 28th Board of Trustees Meeting
Project Kickoff Memorandum
Confirmed scope, data request, project timeline, and partner engagement plan.
FAQ and Resources
Background
Structural defects in ºÚ¹Ï³ÔÁÏÍø’s day-to-day and year-to-year funding formula have been apparent for the past several years, and the university took aggressive action to address those problems with its and Resiliency Plan cost-cutting and restructuring initiatives of 2023 and 2025. However, the depth of those underlying structural flaws – which had been obscured by a combination of one-time funding infusions, a difficult Workday transition and other factors – became apparent through a new round of financial modeling early this year.
Fundamentally, ºÚ¹Ï³ÔÁÏÍø’s ongoing financial challenges are the same as those facing all eight of Oregon’s public universities: revenue from enrollment has continued to decline over time, state funding remains insufficient and operational costs – many of them determined at the state level – have steadily climbed. But ºÚ¹Ï³ÔÁÏÍø’s immediate issue is acute – its most recent cash-flow projections anticipated financial insolvency later in 2026.
ºÚ¹Ï³ÔÁÏÍø took immediate steps, implementing protective measures such as hiring and travel freezes, limits on services and supplies spending, and an evaluation of how to best leverage current one-time funds. But much more substantial action was required, and the governor, legislative leaders, the Higher Education Coordinating Commission and local legislators acknowledged ºÚ¹Ï³ÔÁÏÍø’s regional and statewide importance by pushing a one-time appropriation through the Oregon Legislature’s 2026 short session that will resolve short-term cash-flow issues through June 2027.
That legislation also included an appropriation to the HECC, to contract with a consultant and help ºÚ¹Ï³ÔÁÏÍø develop a plan for long-term stability, through the 2027-29 biennium and beyond. Deloitte Consulting LLC, a global consulting firm with substantial experience in higher education, has been hired to collaborate with ºÚ¹Ï³ÔÁÏÍø, the HECC and others on that detailed, long-term operational plan that must be completed by April 30 (now May 4 as negotiated by Higher Education Coordinating Commission and Deloitte).
Timeline and Key Dates
View the decision timeline model in visual format. The written detailed timeline is below:
April 17, 2026, 5:00 pm – 7:00 pm
April 28, 2026, 5:00 pm – 7:00 pm
Plan Preview, Themes and Key Findings
May 4, 2026, morning
Option for Path to Sustainability – plan issuance
Full Written Plan in Slide Form
May 4, 2026, 3:00 pm – 5:00 pm
Public online webinar
May 5, 2025, 5:00 pm – 7:00 pm
Board Listening Session (invited and public testimony)
May 8, 2026, 5:00 pm – 7:00 pm
Deloitte Presentation & Board of Trustees Decision (invited testimony only)
May 11, 2026
Higher Education Coordinating Commission (HECC) Letter to Legislative Fiscal Office (LFO) for June Emergency-Board
Deadline for LFO Emergency Board requests for June 2026 meeting
May 21, 2026, 10:00 am – 11:30 am
Transformation Advisory Committee
View the . View the meeting .
June 2, 2026, 10:00 am – 11:30 am
Transformation Advisory Committee
View the . View the meeting
June 15, 2026, 11:30 am
Legislative Fiscal Office Education Subcommittee Emergency-Board Meeting
June 15, 2026, at the afternoon conclusion of the Education Subcommittee Emergency-Board Meeting
Release of Vitality Plan
June 16, 2026, 1:00 pm – 2:30 pm
Campus Conversation
Rogue River Room or watch online
June 16, 2026, 5:00 pm – 7:00 pm
Special Meeting of the Board of Trustees
Board’s Initial Review of the Provisional Vitality Plan
June 17, 2026
June 18, 2026, 12:00 pm – 5:00 pmÂ
Regular Board of Trustees Meeting
Action item/resolution on Provisional Vitality Plan
Overview on Applicable and Related Legislation
is a wide-ranging appropriations bill that includes a $15 million investment in one-time funding to assist ºÚ¹Ï³ÔÁÏÍø with cash flow through the biennium ending June 30, 2027. The bill also includes a $500,000 appropriation to the Higher Education Coordinating Commission (HECC) to contract with a consultant to help ºÚ¹Ï³ÔÁÏÍø develop a long-term stability plan.
- ºÚ¹Ï³ÔÁÏÍø must submit a detailed, long-term operational plan to the HECC by April 30 (now May 4 as negotiated by Higher Education Coordinating Commission and Deloitte). The plan, to be developed collaboratively with the consultant hired by the HECC, must show how ºÚ¹Ï³ÔÁÏÍø will achieve a balanced budget and fiscal stability for the 2027-29 biennium and beyond.
- ºÚ¹Ï³ÔÁÏÍø will be required to provide monthly financial statements and updated cash flow forecasts beginning in May of this year to the HECC, the Department of Administrative Services, and the Legislative Fiscal Office, ensuring that needs are accurately being predicted.
, sponsored by Rep. Marsh, requires the HECC to work with a private consultant to conduct an additional study on the future of higher education in the state. The study will examine all of Oregon’s seven public universities and 17 community colleges to identify potential long-term fiscal sustainability options for the state. A draft report is due to the state in mid-October of this year, with a final report in April 2027 – which will likely have implications for structural considerations and funding priorities of higher education institutions statewide.
What are the objectives and Statement of Work for the Deloitte Option Path analysis?
The charge of Deloitte is to, “conduct a strategic and financial assessment to help the Higher Education Coordinating Commission (HECC) and ºÚ¹Ï³ÔÁÏÍø (ºÚ¹Ï³ÔÁÏÍø) establish a fact-based, decision-ready path forward given ºÚ¹Ï³ÔÁÏÍø’s forecasted negative cash balance by spring 2027. Deloitte will work with HECC and ºÚ¹Ï³ÔÁÏÍø to develop a long-term structural financial model, including scenarios, key assumptions and sensitivity analyses, to define a practical path to a balanced budget consistent with legislative direction. In parallel, Deloitte will assess ºÚ¹Ï³ÔÁÏÍø programs and functions that are ‘specifically meaningful to southern Oregon or the state,’ evaluating sustainability and mission alignment and assisting HECC and ºÚ¹Ï³ÔÁÏÍø in their efforts to identify activities that may be preserved, consolidated, restructured or discontinued to support long-term delivery capacity.
“Deloitte will conduct an initial evaluation of how ºÚ¹Ï³ÔÁÏÍø can sustainably support higher education needs in Oregon, and specifically in the southern Oregon region. Deloitte will consider whether ºÚ¹Ï³ÔÁÏÍø can accomplish this goal as an independent, stand-alone institution, and will also consider alternative structures and partnership pathways. This analysis will be completed in collaboration with the ºÚ¹Ï³ÔÁÏÍø board and staff, HECC staff and, as appropriate, other Oregon higher education institutions. Deloitte will compare operational models and provide an initial view of feasibility informed by the financial model and program sustainability results, as determined by HECC and ºÚ¹Ï³ÔÁÏÍø.â€
Working and Decision Framework Structure during Deloitte Option Path project
This Organizational Structure was developed to frame the work and decision flows that must be completed by April 30 (now May 4 as negotiated by Higher Education Coordinating Commission and Deloitte). This incredibly fast timeline requires a structure that prioritizes ºÚ¹Ï³ÔÁÏÍø’s value on shared governance and collaboration while allowing movement with efficiency and speed.
Data Set ºÚ¹Ï³ÔÁÏÍø Provided for Deloitte Option Path analysis
You can view the the , along with a simple that was used in the Option Path project.Â
Was Artificial Intelligence used in the work on the Deloitte Option Plan?
In the Statement of Work, which serves as a contract between the Higher Education Coordinating Commission (client) and Deloitte Consulting (vendor), there is a specific assumption laid out that, “Deloitte shall not use any Artificial Intelligence tools in performing services under this Contract, without HECC’s prior written approval” (p. 8).
Contact the Office of the President
ºÚ¹Ï³ÔÁÏÍø Office of the President
1250 Siskiyou Blvd.
Ashland, OR 97520
Office: 541.552.6111
presidentsoffice@sou.edu
