Preview Released of the 2017 NMC Horizon Report

I am continuously surprised how far behind too many academics are with respect to digital learning environments, strategies, innovations, and influence on curriculum design, development, deployment toward the emergence of High Performance Learning Environments. This is not by any means everyone but the community is slow compared to the pace of change and the rapidity with which a new global digital learning environment is taking shape. The emerging global digital environment and learning resources, are changing all of the rules, driving new metrics, pushing innovation and pulling disciplines and curricula. It was with great anticipation we await the release of the 2017 NMC Horizon Report outlining 18 Trends, Challenges and Developments shaping Higher Education today. The preview is available now, put it on you radar and share it with your colleagues.

This edition is a collaboration between the New Media Consortium (NMC) and the EDUCAUSE Learning Initiative (ELI). Learn more at http://www.nmc.org and http://www.educause.edu/el

While you are waiting for the 2017 full report to be released read the 2016 Report

nmc-horizion-report-2016The NMC Horizon Report > 2016 Higher Education Edition is a collaborative effort between the NMC and the EDUCAUSE Learning Initiative (ELI). This 13th edition describes annual findings from the NMC Horizon Project, an ongoing research project designed to identify and describe emerging technologies likely to have an impact on learning, teaching, and creative inquiry in education. Six key trends, six significant challenges, and six important developments in educational technology are placed directly in the context of their likely impact on the core missions of universities and colleges, and detailed in succinct, non-technical, and unbiased presentations. Each has been tied to essential questions of relevance, policy, leadership, and practice. The three key sections of this report constitute a reference and straightforward technology-planning guide for educators, higher education leaders, administrators, policymakers, and technologists. It is our hope that this research will help to inform the choices that institutions are making about technology to improve, support, or extend teaching, learning, and creative inquiry in higher education across the globe. All of the topics were selected by an expert panel that represented a range of backgrounds and perspectives.”

About NMC

“The NMC was founded October 17, 1993 by a group of hardware manufacturers, software developers, and publishers who realized that the ultimate success of their multimedia-capable products depended upon their widespread acceptance by the higher education community in a way that had never been achieved before.”

About the EDUCAUSE Learning Initiative (ELI)

“ELI is a community of higher education institutions and organizations committed to the advancement of learning through the innovative application of technology.”

Overview of MGDA Curriculum Projects

MGDA works with curriculum across the entire spectrum of institutional types (see Carnegie Classifications) to enhance curriculum design, development, market value, learning experience, and competitiveness. A few examples are outlined below.

MGDA Curriculum Projects

In our engagements with clients, we use a variety of methods, tools, and models we have developed over the years to understand and enhance curriculum architecture, program of study design, course design, assessments, and learning experiences. The Seven Tier Curriculum Architecture Model (aka Proficiency Based Curriculum Architecture Model) depicted above is an example. Our blog contains numerous refrences to the tools and methods we us and we encourage you to explore the various blog posts on the subject of Academic SEM, Academic Strategy, and Strategic Planning.

 

Boosting Program Enrollments: Curriculum Development & Revitalization Workshop, October 2015

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October 19-21, 2015, Claremont California

“The first and most important step in fixing sagging program enrollments.”

The Academic SEM Curriculum Development & Revitalization Workshop  (view agenda) recognizes that enrollment performance and the quality of the curriculum can both be significantly enhanced when curriculum is prepared, aligned, reengineered, or tweaked with enrollment markets in mind. The workshop articulates methods to recalibrate fundamental curriculum design and content to better align with the enrollment marketplace. The workshop is designed to help academics and enrollment managers to better position curriculum and programs of study in the complex global learning marketplace and improving enrollment performance.

Eventbrite - Academic SEM: Curriculum Development & Revitalization Workshop 2015

Session Summaries

  • Session I: Introduction to Principles of Academic SEM
    Reviews the foundational tenets of Academic SEM. Introduces strategic variables and options of competitive academic program strategies.
  • Session II: Academic Strategies, Tactics and Capacities 
    Introduces a structured approach to designing, developing and implementing academic strategies and developing new capacities required to meet the challenges of the learning age powered by a global digital learning ecosystem.
  • Session III: Curriculum Architecture and Specifications 
    Reviews the basics of curriculum architecture and assesses the strengths, weaknesses, opportunities and threats emanating from the degree of alignment between architecture, program design, course options, assessment strategies, and curriculum-learner optimization pathways.
  • Session IV: Integrating the 5 Workflows of Academic SEM
    Reviews the basics of integrating curriculum and enrollment strategies by focusing upon synchronizing the five fundamental workflows of Academic Strategic Enrollment Management.
  • Session V: Curriculum Options and Optimization
    Examines the principles of sustainability and applies them to various curricular scenarios. Focuses on innovating from where you are with what you have.
  • Session VI: Program of Study Strategies
    Programs of Study are the lifeblood of academic institutions. The fundamentals of effective program design, emergent models and methods of embedding marketable value into a program of study are examined and evaluated.
  • Session VII: Curriculum Prototyping and Modeling I
    Examines basic principles of effective academic management and the fit and friction points encountered in academic collaboration, strategy development and implementation. Developing synergy between academic missions, visions, perspectives, calendars and workflow cycles.
  • Session VIII: Curriculum Prototyping and Modeling II
    Examines basic principles of effective academic management and the fit and friction points encountered in academic collaboration, strategy development and implementation. Developing synergy between academic missions, visions, perspectives, calendars and workflow cycles.

Developing Academic SEM Strategies

Academic Strategy Illustrated

The Five Workflows of Academic Strategic Enrollment Management

SEM-Cycle-Poster-512

What participants say about our Institutes.

I just completed a 3 day Institute for Academic Strategic Enrollment Management and Sustainability (December 2014) with Michael and it was tremendously helpful. Not only did my enrollment VP and I gain a better understanding of the impact that the curriculum has on enrollment’s ability to recruit students but we learned many very practical examples of what works and what doesn’t in designing curriculum and attracting students. I think the Program of Study plan is very helpful in helping faculty design narratives that enrollment can use to sell programs. I would recommend Michael and his workshops to anyone who is open-minded enough to believe that higher ed needs to change and we have to get in front of that change if we are to survive and thrive! – Christine Pharr, Ph.D., Vice President for Academic Affairs, College of Saint Mary, Omaha, NE

 

I had the opportunity to attend Michael’s first institute of this series on Academic Strategic Enrollment Management and Sustainability. As a former Chief Academic Officer who thought she had a pretty reasonable grasp of enrollment management strategies and their critical integration with academic affairs planning – I was astonished about how much I learned not just from MGD in his presentations and discussions, but from those enrollment management leaders in attendance . The institute served to crystallize in just 2 days an approach, a way of thinking and resources that all provide a pathway for the work we need to do for our own institutions. Based upon the postings already offered to us on https://mgdolence.com/, this next institute appears to be a very logical next step – especially for academic leadership – to fully grasp what is involved in a academic planning for meeting our enrollment challenges in this new learning age. – Margaret K. McLaughlin, Ph.D., Carlow University, Pittsburgh, PA

 

As a newly appointed Academic Vice-President for an institution of higher education, I enrolled in the Academic Strategies and Master Academic Planning Institute hoping to obtain the necessary elements to begin my new role with a clear understanding of my role. Given the current trends in education and in society in general, the Institute delivered clear guidance and exposure to excellent resources for my toolbox. However, what was most valuable for me was the outstanding balance between strategic vision and nuts-and-bolts advise that Dr. Dolence provided. It was an opportunity to obtain information and inspiration. I would certainly recommend this Institute to anyone facing the challenge of leading a higher education institution in today’s learner-centered and dynamic environment. – Tricia Penniecook, MD, MPH

Eventbrite - Academic SEM: Curriculum Development & Revitalization Workshop 2015

Future Proofing Your Strategic Plan (10 urgent initiatives that should not be delayed)

There is mounting evidence that the condition of higher education grows more ominous. (Higher Education: Apocalypse Now?) One thing has become crystal clear — no more business or planning as usual. (I considered titling this post “Sins of Omission: 10 urgent things you should do now, but probably will delay, and deeply regret it.”)

Strategic plans developed under a 20th century paradigm and context do not adequately prepare institutions for the realities of the emerging global digital learning ecosystem. As competition for enrollment increases, yield decreases, budgets tighten, and the outlook for higher education grows more perilous.

Higher Education generally appears to be languishing in a static, moribund routine, perpetuating the past while a few focus upon inventing the future. The current fiscal/enrollment malaise is not just a cyclical downturn in students and funding driven by demographics and economic bad times (although these are certainly the case), but rather a permanent shift to learning in a new paradigm.

Excuses and approaches bounce back and fourth between needing quick easy to implement ideas to stimulate enrollment, to firing people for not achieving enrollment, to being too busy to engineer a solid strategy and persist in its implementation, to just being too busy to do anything different. Failing approaches are generally myopic, underfunded, launched too late, or just ill conceived opinions of something that someone in authority believes should work.

While we need not fly into oblivion on autopilot, I fear some will, based upon all too often refrains such as: “we can’t do that-politics-you know,” “show me a strategy guaranteed to work and I am all in,” “that is too complex, I need simple solutions that require no time, no budget, and no talent,” “we have decided to wait until the future is clearer so we are not on the bleeding edge.” For more see 50 Losing SEM Strategies. One always has the option of just sitting by and waiting for the tide of the future to wash them away. If that is not the chosen option, then we must move beyond the debilitating, nagging, internal dialog resisting the forces that are shaping the future and get on with it.

Here are ten critical initiatives required to prepare for the future and acheive fiscal and enrollment sustainability.

  1. Future Proof your Strategic Plan
  2. Revitalize the Academic Master Plan
  3. Engage Academic SEM Integrated Planning
  4. Develop and Implement Academic Program SEM Initiatives
  5. Revitalize CORE/GE Curriculum
  6. Refocus and enhance Strategic Position Strategies
  7. Optimize Resources
  8. Develop Capacity
  9. Solidify an Institutional Effectiveness System to Inculcate an Integrated IE Quality Culture
  10. Accelerate action, make room for the work

Let’s examine each of these in a little more detail.

Future Proofing your Strategic Plan

Many strategic plans fulfill the need for a plan but focus on a paradigm that is rapidly being overtaken by a digital reality. Such a strategic plan, built upon the old paradigm, can completely miss the entire point of having one. A strategic plan is an opportunity to visualize the future of the academic enterprise and set it on a course toward what will be. For this reason, we suggest a curriculum-centered strategic plan designed to inculcate a learner-centered curriculum. Looking to the future requires that a plan set a strategic course that recognizes and optimizes the paradigm shift to a global digital learning ecosystem. The new paradigm connects the curriculum to the learner rather than requiring the learner to come to the curriculum. This fundamental change in strategic relationships establishes new competitive rules, alters the scale of enrollments achievable in a course or program, eliminates geographic boundaries, and creates global markets. A strategic plan must deal with increased competition for students and resources, and the pressure to reduce the cost of a credential. It must advance strategies for institutional effectiveness as well as reference market awareness and alignment. These are huge challenges made more complex by campus politics and distracting calls to return to the last millennium and the ‘rules’ of that playing field. The plain fact is that higher education has never received adequate public funding and the shift in burden has been steadily to the learner. Some call that approach the house that student debt built, racking up a whopping $1.2 Trillion in students loans. So above all, a future proofed strategic plan must chart a course toward sustainability.  The first step is to frame a prototype Learning Age Strategic Plan  that helps visualize the pathway forward and articulate the various options.

One option is to develop a rapid prototype strategic plan designed specifically for the 21st century as a preparatory and learning step to developing your strategic plan. The following graphic depicts a development model for constructing a prototype, much of which will form the strategic plan that follows.

Figure 1: A Model Prototype Strategic Plan

Prototype 3

Recalibration of an academic culture of the magnitude required to align with the emerging global digital learning ecosystem, takes time. Time at this stage is in short supply and demands are growing more intense. A rapid prototype provides a means to rapidly run through scenarios that help remove the scariness from the future and get a sketch of what a future focused strategic plan looks like. Further, multiple scenarios can generate more than one prototype so various entities can follow their logic and ideas to a complete concept articulated in their prototype. A Prototype is just that and not a final plan so participants focus upon the scenario and not politics first.  The result can be one or several competing prototypes that articulate different approaches and interpretations of the forces through an institutional lens. The graphic above depicts an approach we developed to illicit a framed prototype providing more detail of an approach. A great example of a pre strategic planning preparatory and learning process is captured in the Future of MIT report. Another great resource is The American Association of Community Colleges (AACC) 21st Century Commission’s report, Reclaiming the American Dream: Community Colleges and the Nation’s Future. As you examine these resources be aware the entire process is anchored in Mission and Vision.

Revitalizing the Academic Master Plan (AMP)

In order to future proof a strategic plan, serious attention must be given to academic strategies and that means the Academic Master Plan or as some prefer the Master Academic Plan.  A revitalized AMP examines the scope of the curriculum, as well as program of study design models and emerging options for curriculum. The AMP should articulate a forward looking curriculum architecture that enables the institution to embrace the emerging  global digital learning ecosystem, such as the seven tier proficiency based model. A future focused planning process assesses different curricula generas such as, scholar practitioner, community of practice, proficiency/competency/outcomes based, optimized core/GE, and all the permutations they engender. The AMP must provide meaningful assurance through curriculum, learning, and learner assessments. The assessment processes and the use of what is learned from them must be embedded in both the curriculum review/revision process and learner engagement strategies. Above all, the AMP must be developed as a holistic approach to the new learning paradigm. This means tempering politics with reason and a restoration of civility as academic options and approaches are identified, reviewed, discussed, adopted or rejected, adapted and implemented. In the end, it is the curriculum that determines sustainability.

Academic Strategy Illustrated

Engaging in Academic SEM Integrated Planning

Even the best Academic Master Plan will under yield if the jagged rift between Academic Culture and Strategic Enrollment Management is not eliminated and a vibrant Academic SEM culture nurtured. That means that a quality curriculum must be informed by market realities and aligned with the tenets of academic excellence, public good and learner needs. Academic quality and demonstrable value are essential. The concept of perceived and real value must be understood, examined, and developed as a tool of recruitment and retention. New programmatic design models must be embraced as they emerge in a new paradigm. Academic programs and initiatives must connect inspirationally to the prospect’s decisions and choices. Deeper more connected programmatic narratives must emerge to undergird and advance institutional strategic position. In the process, the concept of geographic reach and service area must be reexamined and interpreted through a new, more global academic lens. Academics and SEM professionals must explore and optimize the social media tools and methods to engage potential enrollees. Academic SEM is, in fact, an approach that nurtures a community of scholars and practitioners engaged in extending institutional reach, strategic position and enrollment health. Understanding the complex cycles, interdependent timelines, integrated operational realities and managing them is an essential element of future proofing a strategic plan.

Figure 2: Academic SEM Cycles and Processes

SEMCycle-Steps

Developing and Implementing Academic Program SEM Initiatives

Academic SEM initiatives are fed by two factors, academic program development/revitalization, and strategic positioning strategies. Planning is essential but it is fruitless without tangible Academic SEM initiatives. These two sometimes dispirit communities come together most tangibly in a recruitment campaign (paradoxically often the most under designed aspect of a recruitment program). This means that campaigns must translate academic value into terms that can be understood, that are inspirational, that connect to campus visits, and that illustrate student engagement and reveal outcomes. Campaigns must provoke interest, capture imagination, open a dialog, intrigue the viewer and engage the curious. New program launches are not just an academic triumph but a significant SEM campaign challenge that requires expert timing, careful preplanning, and meticulous attention to detail. Existing programs must also be positioned and that does not mean just marketing and promotion it means the systematic development of competitive narrative that compels interest and drives enrollment. Every aspect of the curriculum and academic life must be examined and considered for use in achieving a competitive position in the enrollment marketplace.

Revitalizing CORE/GE Curriculum

Virtually every institution must take a critical look at their core/GE curriculum strategy. Given that it consumes 30% to 40% of the courses in an undergraduate program of study and accounts for 30% to 40% of the cost of an undergraduate credential, it must deliver value that is understood by students and their families. Contention is needless since the evidence is strong of the long term value but few tell the story well and even fewer optimize the design of their Core/GE for market value. Regardless of approach, core curriculum or distribution requirements, the basic tenets naturally align with core employability skills.  One only need review What Work Requires of Schools (aka the SCAN Skills Report) commissioned by the U.S. Secretary of Labor to see the relationship between employability outcomes and those of foundational programs such as Core/GE curricula, co-curricular and first year experience programs. Design must enhance a narrative about the curriculum’s value. The narrative must describe and explain the value and the curriculum must deliver the outcomes required.

Refocusing and enhancing Strategic Position Strategies

Strategic Position is defined as the sum of the competitive characteristics an institution or program possesses when compared to other institutions or programs in the global learning ecosystem or specific market segments. The concept comprises both marketing and branding and extends the efforts of competitiveness to a holistic, proactive, cohesive process defining, developing and implementing a strategy of sustainability. The roots of strategic positioning lie in the academic master plan and the academic culture and curriculum it defines, builds and sustains. The most effective enrollment management strategies are designed to build and sustain strategic market position. The process begins with institutional strategy emanating from mission and vision.

Strategic position is the term we use to sum the competitive position an academic entity has in a defined learning market. Strategic positioning requires a deep understanding of the emerging competitive market dynamics and institutional strengths and weaknesses with respect to attracting, enrolling, and retaining students. Strategic position is not branding, marketing, advertising or public relations, although all of these are tools used to help develop and sustain a strategic position.  The impact of strategic positioning strategies are the result of research, analysis, campaign design and implementation efforts along six interrelated dimensions. Enhancing strategic position requires assessing where an institution is with respect to what prospective students are looking for in an educational opportunity and what other providers in its competitive sphere offer. The assessment of strategic position is informed through at least six lenses.

  • The demographics lens examines enrollment strategy and performance against geographic scope, reach and yield. Scope assesses and defines target populations, reach details tactics to engage target populations and yield measures enrollment performance.
  • The learning outcomes lens examines the metrics and perceptions of the benefit and value added through the learning experience.
  • The academic programs lens examines the scope and focus of the academic program mix requiring an evaluation of saturation and opportunity against market dynamics.
  • The research and scholarship lens examines the comparative scholarly performance of the institution against competitors.
  • The employment domains and discipline spheres lens examine the requirements of employers, contemporary realities in academic communities and the performance and success of alums.
  • The community of practice lens examines academic strategies tied to emerging trans-disciplinary communities of practice that require a collaborative academic background to join.

Figure 3: Six Dimensions of Strategic Position

 

Strategic Position Diagram

Strategic Position can be defined as the sum of the competitive characteristics an institution or program possesses when compared to other institutions or programs in the global learning sphere or its specific market segments.

Optimizing Resources

Optimizing resources means aligning the allocation of time, money, and human capital with the evolving challenges facing higher education. It means building capacity and managing strategic effort, and the creative development  of resources to support the initiatives necessary to achieve the desired strategic position. Before one can optimize a resource one must first have it. This means the first step in optimizing requires assessing one’s strategic assets against future needs and challenges. The guiding principle in the process is found in the prototype strategic plan strategy (above) ‘Make Everything Count,’ toward the ultimate goal of sustainability. Inevitably this means making tradeoffs and it is here that many efforts fail. Success in optimizing resources means developing a keen sense of keeping things on the critical path forward and not letting artifact processes of the status quo derail the move forward.

Developing Capacity

Capacity is defined by the resources available that align with and support the initiatives necessary to achieve the desired strategic position. Capacity includes knowledge, skills, systems, methods, organizational strengths, and time. Time means room in appropriate work plans, schedules and projects. Knowledge, skills and methods means we must invest in people and recognize that apprenticing in the old paradigm and acculturating to old memes is insufficient to meet the demands of the future.  For example, after helping a client get budget approval for a social networking person we were disappointed to learn a road warrior had been hired instead crippling the social networking strategy.

Developing capacity also means getting the most out of institutional systems. We have experienced decades of implementing sub optimized systems. Choosing to install or engage only the minimum required to get a system to work, leaving till later the realization of a system’s true potential. We have seen this sub optimized approach in every institution we have evaluated.  Well, it’s later, and time to bite the bullet and drive toward true systems optimization. It is time to demand full systems implementation and full utilization of systems performance. Time to rectify bad decisions of the past and get on with getting the most out of the institution’s systems infrastructure. This does not mean just start implementing old or antiquated systems that were never optimized. It means take a fresh look, determine where optimization contributes to the critical path toward sustainability and move forward.

Solidify an Institutional Effectiveness System to Inculcate an Integrated IE Quality Culture

Yes, a system and it must integrate with the management culture and operations, planning, and decision making. Too often these elements are ad-hoc and not connected. A checklist of words are evaluated to determine we have that and that. But in fact, they are just isolated elements that do not contribute to decisions and operations. When key elements are isolated and fragmented they give the illusion that the bases are covered, when in fact, they are not. Time to close the loop and make sure that the assessments that are conducted inform the decisions of the future.

Accelerate action, make room for the work

Finally, comes the accelerating the processes and pace of work. Work is a combination of effective asset and resource management, optimizing tools and systems and removing what gets in the way. I am frequently reminded by clients that a meetings culture in their institution gets in the way of their work. Attention to the amount of time administrators and staff spend in meetings is valuable discipline. Where it exists, a very serious effort must be made to restrain runaway meeting syndrome and reign in the unrestricted claim on work time allocated to meetings that do not contribute to sustainability. A colleague describes a meeting subculture in higher education that has led to individuals defining their role by the meetings they call, attend, and require with little or no attention to the unintended cost in unrealized goals.

One of the biggest barriers to strategic planning success is that nothing happens because the plan or critical parts of it are not implemented. Room for the work must be carved out of the business as usual routine. Leaders who just keep heaping on items and expecting the human system to just continue to absorb the new demands have crippled many institutions. If willingness, ability, or understanding of the work to performed is the issue then that must be dealt with as well. This is a management function and in our experience poor management is an Achilles heal for higher education. Specifically, attention needs to be paid to strategic plan implementation. It requires more disciplined calendaring, time management, project management, resource allocation, and monitoring.

In Closing

Future proofing your Strategic Plan is not just a box to tick during accreditation review processes or a chore to be done because the Board of Trustees requires one. It is an essential element in making enrollment goals and achieving a sustainable position in an increasingly global, highly competitive, enrollment  marketplace. A strategic plan is not just a SWOT (strengths, weaknesses, opportunities and threats) Analysis, nor is it just a table of SGO’s (strategies, goals, and objectives).  A strategic plan, if done well, articulates the pathway to sustainability. If it does not then it needs to be ‘Future Proofed.’

 

Academic SEM Strategy: The iMBA at the University of Illinois at Urbana Champaign College of Business

The UIUC iMBA is expected to launch in 2016, and be priced at $20,000 or so. The digital curriculum architecture is designed to serve learners in a MBA degree program of study, as well as, individuals seeking advanced practice standing in seven contemporary business communities of practice. [Coursera iMBA page]
courselogo-_1_
Using a strategy of interweaving Coursera MOOC courses with embedded specializations/certifications either in parallel or as precursor to the College of Business MBA, UIUC has optimized its digital curricula for multiple markets. There are seven specializations with embedded certifications anticipated with at least one available now, including:

  1. Digital Marketing (available now)
  2. Global Business Strategy and Economics
  3. Healthcare Management
  4. Entrepreneurship and Innovation
  5. Business Analytics
  6. Innovation and Technology
  7. Advanced topics in Finance and Accounting

Each specialization and their corresponding certification packages discrete ‘Community of Practice’ portions of UIUC CoB digital MBA and positions them firmly in both advanced practice and collegiate degree markets. Between now and 2016, the school will put all the courses required for its traditional MBA program on Coursera and they will be available free of charge. Students can explore, experience and digest courses selected to meet their interest or need or they can take the program curriculum. If no credit or certificates are of interest, the program is free. However, to earn a degree one must apply, be accepted, enroll, complete with satisfactory grades and pay an estimated $20K (other comparable MBAs cost $75K to 100+K). If one wishes to earn a certificate, such as, the Digital Marketing specialization, which is available now, the cost is $474. The DM Certificate curriculum consists of 5 courses plus a capstone. Learners can pay as they go or all at once.

Conclusion

The UIUC iMBA is designed and intended to be disruptive. It is built upon the next generation curriculum architecture. It optimizes the emerging digital learning ecosystem, connecting the curriculum directly to learners everywhere. It embeds assessment in the design, and provides certificates of achievement for high value course sequences as standalone or stacked credentials. It, combined with, Georgia Tech / Udacity / ATT $7K Masters in Computer Science are signs that large scale (MOOC/SOOC type) curricula are moving beyond proof of concept. It is reasonable to expect that monetizing large scale curricula will continue to evolve.

Note: also see

Evolve to Academic SEM

If you’re not thinking Academic SEM, you are not thinking about the future. To explore Academic SEM strategies, join us by attending:

Academic SEM Posters Available

Academic SEM Funnel [MGDA01]

SEM-Poster-512

Academic SEM Cycles [MGDA02]

SEM-Cycle-Poster-512

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A Primer on Academic Strategies

What is Academic Strategy?

There are a number of perspectives from which this question can be approached. We will focus on only one in this brief.

The purposeful development of academic initiative(s) designed to secure an institution’s, school’s, college’s, or program’s strategic position in the competitive global digital learning marketplace.

Why are academic strategies important?

Academic strategy is essential in developing quality, effectiveness, efficiency and sustainability in colleges and universities.

Academic Strategy Illustrated

Figure 1: Academic Strategy Illustrated

Another major reason in today’s world is the massive paradigm shift to a Global Digital Learning Ecosystem. The new learning ecosystem is ubiquitous (everywhere), content rich (has everything), and is available to the learner at precisely the time when they need or want it (convenient). The new ecosystem provides unprecedented learning access to digital native populations (by definition under 35 years of age, but significantly broader than that). Digital communications provides unprecedented access to information, thought leaders, knowledge providers, learning communities, curricula, creative tools and tutorials. The new learning ecosystem changes all of the academic rules of engagement.

What are the implications of the paradigm shift and its impacts on colleges and universities?

Because the new paradigm and the new global digital learning ecosystem changes all of the academic rules of engagement, planning must focus first and foremost upon the master academic plan for the future. This means the MASTER ACADEMIC PLAN assumes primacy in the institutional planning hierarchy. Serving as a Master Plan it guides the other plans and nurtures the institution’s energies toward the new paradigm.

Are academic cultures too parochial and focused upon self-interest to make the transition?

Certainly some are, but by no means all. There are a host of academic visionaries that lead the transition into the future. Further, we must remember that not all resistance is due to parochial self-interest. A great deal of consternation occurs over concern for the best interest of the learner and what is believed to be the holy grail of quality undergraduate education—small class size. Legitimate concern sets off a myriad of myopic arguments fed by beliefs of what is coming rather than deep reflection about what should a college or university look like in the new global digital learning ecosystem. MIT faculty have taken a very deep look at that very question. Certainly the founders of EdX, Harvard, MIT, Stanford, their 38 charter members, 27 members and 7 national and regional consortia adopting the EdX platform. The founding of Western Governors University is testament to the transformation. Georgia Tech’s new OMSCS in partnership with Udacity and ATT is a great example that academic cultures, programs and institutions can move judiciously toward optimizing the emerging global digital learning ecosystem.

How can an institution proceed using small steps that build toward a larger transformation?

The development of academic strategies is a complex undertaking. The first assumption centers on the principle that “Curriculum drives enrollment, enrollment drives revenue, revenues drive everything else!” This principle of sustainability translates into two primary focal points for academic strategy, the curriculum, and the learner. The economic challenges of sustainability are not counter to academic quality they must be synergistic with academic excellence. Focusing upon learners first provides a clearer perspective of the individuals who seek, find and enroll in programs of study. The learner-centric approach must simultaneously focus on the tenets of academic quality and effective learning. To foster this focus, we have developed the Learner Centered Curriculum Framework around seven strategic questions guiding academic planning.

The questions for higher education are a matter of Academic Strategy and are learner-centric in nature. Seven framing questions focus attention on the learner and learning:

  1. Who are the learners?
  2. What objectives do the learners seek?
  3. What learning provider models are available to the learners?
  4. What learning theories and methods are appropriate for specific learners and the objectives they seek?
  5. What is the optimum curriculum architecture for an institution or educational entity?
  6. What specific curriculum can be configured to meet the learning needs of the learner population(s) an institution has chosen or been charged to serve?
  7. What support services are necessary to enable specific learner population(s) to successfully complete the curriculum and meet their objectives?
The Learner-Centered Curriculum Framework

Figure 2: The Learner-Centered Curriculum Framework – The Learner-Centered Curriculum Framework developed by Michael G. Dolence as an integrating concept linking Enrollment Management, Strategic Planning, and Curriculum Design, Development and Delivery

Answers to the seven questions orient the planning and analysis discussion on an integrated array of factors that must be considered as institutions ponder pathways to sustainability. Each of the seven questions must inform and be informed by the institution’s overarching strategy for sustainability, strategic position in the academic marketplace, and performance in terms of utilization of resources and educational outcomes. Answers to each question help inform and build the master academic plan. The master academic plan informs and sets the strategic framework for recruitment, retention and operational portfolios and performance. Policy enables and assures effectiveness, efficiency and overall quality of the enterprise. Analytics informs all aspects of strategic and operational functions.

The Strategic Enrollment Management Matrix

Figure 3: The Strategic Enrollment Management Matrix

The intersections in the matrix establish deep queries and framed analysis of the relationship of the institution and its master academic plan to the global learning marketplace. One fundamental element of that analysis is the strategic analysis and evaluation of the institution’s curriculum architecture.  The task of assessing the existing curriculum architecture against the seven dimensions of strategic enrollment management has resulted in the formulation of a proficiency based curriculum architecture model.

Proficiency Based Curriculum Architecture Model

Figure 4: Proficiency Based Curriculum Architecture Model

The new model is built from the IMS chassis of Reusable Learning Objects and Modules existing courses and programs, and the recognition that communities of practice are beginning to drive new program planning and expanded views of the value of state-of-the-art curriculum. The proficiency based curriculum architecture model provides for the design, development and implementation of more granular curriculum, that can be assembled and reassembled into programs that address credit bearing curricular applications as well as practice based applied learning requirements. The model expands the usefulness and application of curriculum to a much broader educational marketplace. The new expanded view of curriculum provided by the proficiency based curriculum architecture model opens new options for higher education.

Introduction to Academic Strategic Variables

The development of academic strategies involves manipulation of variables within an educational entity (e.g. institution, college, school, program, or department) in order to gain strategic position in the global learning marketplace. The development of academic strategies is both art and science and is enhanced by the depth and breadth of knowledge of the options available to an academic strategist. Academic strategy development requires both systems thinking and contemporary knowledge of cognitive research and learning strategy. The following, while not exhaustive provides a foundation for understanding the roots of academic strategy development.

  • Curriculum Architecture Strategies (using variables strategically to align curriculum with market segments)
    • Term Variables: adjust enrollment periods to align with market segments requirements or shorten time to course completion. Examples include 4 week term, 8 week term, 15/16 week term or open term.
    • Schedule Variables: adjusts synchronous learning engagements to align with market segments requirements. Examples include traditional day schedules, weekend colleges, and evening schedules.
    • Granularity Variable (see proficiency based curriculum architecture model, above,  with 7 Tiers rather than 2): adjusts curriculum content, courses, and engagements into smaller components permitting deeper assessment, application across multiple programs of study, and access for necessary developmental coursework.
  • Content Strategies
    • Curriculum Scope: defines the breadth and depth of academic programs in an institution’s portfolio.
    • Community of Practice Focus: identifies trans-disciplinary, interdisciplinary and multidisciplinary programs of study designed to address emerging needs of society and concomitant interests of learners.
    • Discipline Focus: provides a clear definition of specific elements of content for promotion and consideration by learners, employers, faculty, and philanthropy.
  • Assessment Strategies
    • Integrated Assessment: allows the assessment of learning and curriculum, including the collection of data associated with it, to occur routinely within the curricular engagement process.
    • Digital Assessment Support Systems include a wide range of digital formative assessment tools as well as systems for learning outcomes management (i.e. Canvas, Angel Learning).
  •  Learning Environment
    • Campus Master Plan: provides a rational design view of a campus and the strategies to create an effective, efficient learning environment supporting the academic community.
    • Academic Facilities Portfolio enhances specific academic facilities to highlight their design features that promote effective learning and scholarship.
    • Learning Management Systems (LMS): is a software application for the administration, documentation, tracking, reporting and delivery of digital courses. The use of LMS as a strategic element provides unprecedented information and control over digital curricula and learner assessment and engagement.
    • Digital Learning Environment (serving synchronous and asynchronous learning engagements) recognizes the ubiquitous critical mass of digitized information and resources, creative tools and communications options open to learners, scholars and academic leaders.
  • Strategic Positioning Strategies
    • Packaging (See Georgia Tech, Western Governor’s links above) push the boundaries of existing portfolios by combining the pieces in creative and effective ways.
    • Transformational efforts redefine the rules of engagement to optimize position and performance in a new paradigm.
    • Preeminence defines efforts to achieve the acknowledged status of best of breed.

In closing

The need for forward thinking academic strategies is demonstrated daily across higher education. Institutions considering changes to their core curricula, departments developing new programs, schools and colleges developing strategic plans or Master Academic Plans, institutions developing academic enrollment management initiatives, institutions approaching accreditation review, re-accreditation processes or responding to findings from a review are just a few of the prompts for deep thoughtful reflection on academic strategy.

Note: This brief Primer is designed to illustrate the elements of academic strategy and how they relate to each other. It is neither complete nor exhaustive.

Faculty Increasing Use of Learner-Centered Education Practices

Faculty have steadily increased their use of Learner-Centered Pedagogies according to a comparison of faculty reported teaching and learning methods deployed in their classrooms. “The Undergraduate Teaching Faculty: The 2013-2014 HERI Faculty Survey,” a triennial national survey of college and university faculty has been conducted since 1989 by the Cooperative Institutional Research Program, by the Higher Education Research Institute at UCLA’s Graduate School of Education and Information Studies.

Learner-Centered Pedagogy

The concept of Learner-Centered pedagogy has deep historic roots in the work of Dewey, Piaget, Rogers’ Gardner and Bloom (and many others) as well as the innovative models of Maria Montessori and the Reggio Emilia approach. Faculty in higher education have begun to adopt and adapt Learner-Centered pedagogies in such efforts as the flipped classroom and a host of in class and in course methods. The HERI Faculty Survey has been tracking progress in the use of these pedagogies since 1989-1990.

Changes in Faculty Teaching Practices, 1989 to 2014

Changes in Faculty Teaching Practices, 1989 to 2014

 

Class Discussions

In 1989-90 69.6% of faculty reported using class discussions in “all” or “most” of their courses increasing to 88.2% in 2008 and leveling off at just over 82% in 2011 and 2014.

Cooperative Learning

Cooperative learning is the use of small groups through which students work together to accomplish shared goals and to maximize their own and others’ potential.” – Johnson, Johnson and Holubec (ASCD 1994)

In 1989-90 20.6% of faculty reported using cooperative learning strategies increasing to a peak of 73.2% in 2008-2009 and settling to 60.7% in 2013–2014.

Group Projects

The use of group projects was reported by 15.7% in 1989-1990 growing to just under half (45.5%) in 2013-2014.

Student-Selected Topics

Incorporating the use of student-selected topics within a course has increased 8.5% in 1989–1990 to 26.3% in 2013–2014

Student Evaluations of each others work

The use student evaluations of each other’s work in “all” or “most” of their courses has nearly tripled from 10% in 1989–1990 to 28% in 2013–2014.

Table 1: Faculty Reported Teaching and Learning Methods 1990 to 2014

Comparing the reported use of specific pedagogies over a period of fifteen years.

Method 1990 1993 1996 1999 2002 2005 2008 2011 2014
Class discussions 69.6 69.8 67.7 68.4 72.3 81.8 82.2 82.2 82.8
Community service as optional part of course 0.0 0.0 2.2 0.0 0.0 0.0 0.0 0.0 0.0
Community service as part of coursework 0.0 0.0 2.5 0.0 5.1 7.1 8.1 5.9 8.9
Competency-based grading 52.4 55.7 48.4 48.4 49.3 0.0 53.0 47.6 0.0
Computer or machine-aided instruction 13.2 16.0 18.5 21.5 29.7 0.0 0.0 0.0 0.0
Cooperative learning (small groups) 26.0 32.5 35.0 37.1 41.3 47.8 59.1 56.7 60.7
Electronic quizzes with immediate feedback in class 0.0 0.0 0.0 0.0 0.0 0.0 6.8 7.4 15.2
Essay exams 40.6 41.7 40.1 40.9 42.2 57.6 44.3 41.3 0.0
Experiential learning/Field studies 18.8 19.8 19.3 19.3 22.3 0.0 30.0 25.6 31.0
Extensive lecturing 55.7 53.6 48.5 47.2 46.9 55.2 46.4 45.0 50.6
Grading on a curve 22.9 18.2 18.5 17.5 16.8 19.1 16.8 17.3 21.2
Graduate Teaching
Assistants
8.3 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Group projects 15.7 20.9 22.8 23.4 26.8 33.3 35.8 32.0 45.5
Independent Projects 34.1 37.1 33.1 33.1 35.0 0.0 0.0 0.0 0.0
“Learn before lecture” through multimedia tools (e.g., flipping the classroom) 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 21.8
Multiple drafts of written work 12.4 14.1 15.5 16.8 18.5 0.0 24.9 23.9 34.2
Multiple-choice exams 33.7 35.4 30.8 30.8 32.5 32.3 33.1 29.3 0.0
Multiple-choice quizzes 16.7 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
On-line instruction 0.0 0.0 0.0 0.0 0.0 13.9 0.0 0.0 0.0
Performance/Demonstrations 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 34.8
Quizzes 0.0 40.9 36.1 36.7 38.7 0.0 39.8 38.9 0.0
Readings on racial and ethnic issues 11.1 15.2 15.6 16.7 18.6 19.9 23.9 0.0 26.1
Readings on women and gender issues 10.6 14.2 15.0 15.9 17.4 18.2 21.1 0.0 22.3
Recitals/Demonstrations 0.0 20.1 19.2 18.0 18.4 21.4 21.9 19.0 0.0
Reflective writing/journaling 0.0 0.0 0.0 0.0 0.0 18.1 21.7 17.6 25.2
Rubric-based assessment 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 55.9
Short-answer exams 34.0 36.7 32.9 33.8 36.4 36.9 45.5 44.9 0.0
Short-answer quizzes 24.3 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Starting class with a question that engages students 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 49.5
Student evaluations of each other’s work 10.0 12.0 12.9 13.1 14.6 19.4 23.5 21.0 28.0
Student evaluations of teaching 83.3 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Student presentations 25.5 29.8 30.9 32.7 36.0 44.7 46.7 43.8 52.4
Student-developed activities (assignments, exams, etc) 15.3 17.1 13.1 13.3 14.4 0.0 26.7 0.0 0.0
Student-selected topics for course content 8.5 9.8 8.0 8.6 10.2 15.0 17.0 19.8 26.3
Supplemental instruction that is outside of class and office hours 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 36.1
Teaching assistants 0.0 7.9 9.5 9.4 9.2 10.1 11.8 12.7 0.0
Techniques to create an inclusive classroom environment for diverse students 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 56.5
Term/research papers 31.9 32.1 32.8 34.7 36.7 34.7 44.3 43.3 0.0
Undergraduate Teaching Assistants 2.9 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Using real-life problems 0.0 0.0 0.0 0.0 0.0 0.0 55.7 55.4 69.8
Using student inquiry to drive learning 0.0 0.0 0.0 0.0 0.0 0.0 47.1 45.8 56.4
Weekly essay assignments 14.2 17.6 15.9 17.9 19.0 0.0 21.7 20.2 0.0

While the advances in the use of learner-centered pedagogies maybe laudable, faculty efforts tell only part of the story of the transformation of the learning ecosystem. While faculty are engineering and re-engineering their curricula, courses, teaching and classroom instructional methods, students are busy optimizing their access to the emerging global digital learning ecosystem. These are not competing efforts but transformations on parallel development tracks and trajectories. They are neither integrated with each other nor cohesive in a unifying purposeful design but rather opportunistic initiatives.

A Parallel Universe: Technology Enabled, Global Digital Learning Ecosystem

So where are the learners in their quest to nurture and support their own learning. Students tend not to classify technology as a learning approach but rather the use of digital tools to assist in their quest to master their course material. For students, the technology is largely taken for granted and not seen as either innovative nor at the expense of other methods and tools. Increasingly, being Learner-Centered means integrating the use of technology and the realities of the emerging Global Digital Learning Ecosystem into the curriculum and learner experiences. For a thorough understanding of the current technology status examine the Global Information Technology Report 2014.

EDUCAUSE 2014 Student and Faculty Technology Research Studies, October 2014

In 2014, ECAR collaborated with 151 institutions to collect responses from 17,451 faculty respondents across 13 countries about their technology experiences. ECAR also collaborated with 213 institutions to collect responses from 75,306 undergraduate students about their technology experiences. The research found:

  • Technology is embedded into students’ lives, and students are generally inclined to use and to have favorable attitudes toward technology. However, technology has only a moderate influence on students’ active involvement in particular courses or as a connector with other students and faculty.
  • Students’ academic use of technology is widespread but not deep. They are particularly interested in expanding the use of a few specific technologies.
  • Many students use mobile devices for academic purposes. Their in-class use is more likely when instructors encourage such use; however, both faculty and students are concerned about their potential for distraction.
  • More students than ever have experienced a digital learning environment. The majority say they learn best with a blend of online and face-to-face work.
  • Most students support institutional use of their data to advise them on academic progress in courses and programs. Many of the analytic functions students seek already exist in contemporary LMSs

Using Technology to Support At-Risk Students’ Learning, September 2014

The Stanford Center for Opportunity Policy in Education (SCOPE) founded in 2008 to address issues of educational opportunity, access, equity, and diversity in the United States and internationally published a report titled Using Technology to Support At-Risk Students’ Learning. It concluded:

  • Technology access policies should aim for one-to-one computer access.
  • Technology access policies should ensure that speedy internet connections are available to prevent user issues when implementing digital learning.
  • At-risk students benefit most from technology that is designed to promote high levels of interactivity and engagement with data and information in multiple forms.
  • Curriculum and instructional plans should enable students to use technology to create content as well as to learn material.
  • Policymakers and educators should plan for blended learning environments, characterized by significant levels of teacher support and opportunities for interactions among students, as companions to technology use.

Campus Technology: Report: Digital Use Up Among College Students, May 2012

Way back on May 25, 2012,  Campus Technology , in a story written by Tim Sohn, reported on a survey, conducted that year, by CourseSmart and fielded by Wakefield Research regarding the use of technology and social media by college students. Five-hundred college students between the ages 18 to 23 participated in an online survey. The survey found:

  • 96 Percent had taken traditional courses that included online elements.
  • 79 Percent had handed in assignments online.
  • 71 Percent had taken Web-based tests and quizzes.
  • 40 Percent used digital technology at least every 10 minutes, and
  • 67 Percent said they use technology at least every hour.
  • 68 Percent said they saved two or more hours daily, and 14 percent said they saved at least five hours using technology in their learning process.
  • 51 Percent said they were more likely to complete reading assignments on time if they used digital devices instead of print.
  • 79 Percent searched for information on a mobile device immediately before an exam.
  • 78 Percent said they had received updates from professors via learning management systems or student portals.
  • 84 Percent said they had access to their class syllabi online.

In Closing

Learning is the point. Technology, as enabling and essential as it is, is not the point. Neither is ‘On-Line.’ Faculty, generally, are not Luddites, but rather careful explorers and experimenters searching for effective pedagogical practices. Technology innovations and their application by scholars, educators and innovators, to building a Global Digital Learning Ecosystem are enabling learners, to transform their educational experience. The industrial model of the 20th century, while an extraordinarily powerful system then, does not align with either the power of, nor the potential of, the new 21st century constantly and rapidly evolving Ecosystem. We cannot ‘fix’ this fundamental misalignment by enhancing the efficiency or effectiveness of existing models. The elements of a comprehensive and cohesive new academic model are emerging. Higher education leaders, scholars, and policy makers must come together to shape the educational systems of the future that optimize the Global Digital Learning Ecosystem and its impact on learning.

In our continuing effort to support our clients managing the transitions through turbulent times, MGDA is offering a full schedule of Transformational Strategies Institutes for 2015. The curricula are focused on the development of academic strategies to cope with the rapid transitions and fundamental transformations now underway.

These topics and sessions are also available as workshops:

Higher Ed as a Business vs. the Business of Higher Ed

As the millennium pushes forward there remains a nagging drag on developing a future focus for higher education. In order to build such a focus there needs to be a better understanding of the difference between Higher Education as a Business and the Business of Higher Education. Few fail to recognize the basic differences between a pure product or service based business and an educational institution. Fewer still understand the variables involved in making current models sustainable. We must all accept that having a sustainable business model doesn’t make one a widget vendor.

It is essential that academic leaders move quickly to understand that the existing business model has strained sustainability to the breaking point. One only needs to follow the money trends such as, a trillion dollars in consumer’s education debt, downgrading bond ratings for the higher education sector, state budgets straining under the burden of competing social needs, rising deferred maintenance, and out of control discounting, to see the fractures in the current model.

On January 16, 2013 Moody’s Investment Services announced:

Moody’s: 2013 outlook for entire US Higher Education sector changed to negative

The 2013 outlook for the entire US higher education sector is negative, including the market-leading, research-driven colleges and universities, says Moody’s Investors Service in its annual industry outlook. Previously Moody’s had a stable outlook for these leading institutions and a negative outlook for the rest of the sector since 2009. Moody’s perceives mounting fiscal pressure on all key university revenue sources. “The US higher education sector has hit a critical juncture in the evolution of its business model,” says Eva Bogaty, the Moody’s Assistant Vice President — Analyst who is the lead author on the report “US Higher Education Outlook Negative in 2013.” “Even market-leading universities with diversified revenue streams are facing diminished prospects for revenue growth.”

In February 2013 Standard & Poor’s Ratings Services citing operating performance, deferred maintenance, and issues of balancing affordability with revenue demands advised:

The constrained operating margins is forcing many institutions to re-evaluate their business models.

What do you think?

Higher Ed as a Business vs. the Business of Higher Ed

These comments are not about Higher Educations becoming a business but about the Business of Higher Education. These bond rating actions expose more than an acknowledgment of the financial conditions of Higher Education. A condition characterized by inflation that consistently exceeds the consumer price index. A condition that is characterized by extreme client (student) debt. They expose a critical turning point in higher education and the need for the rapid evolution of new business models and new credentialing models.

So how’s that working?

The University of New England, in Australia, has discontinued its MOOC program, which let students take online classes free but charged them to take examinations and receive online tutoring. “While MOOCs will continue to be offered I am sure by some of the very big providers around the world, it’s not something that a university like UNE would go at alone,” —  Annabelle Duncan, the university’s vice chancellor, told The Australian Financial Review. (reported in the Chronicle of Higher Education, August 26, 2014)

Another example of a new business model is Georgia Tech’s new Online Master of Science in Computer Science degree (OMS CS) in partnership with Udacity, and AT&T delivered through a MOOC platform. The first fully accredited massive online MS in Computer Science structured around a total tuition for the program expected to be below $7,000. Enrollment for Spring cohort opened September 8, 2014.

Zvi Galil, the dean of the university’s College of Computing, expects that in the coming years, the program could attract up to 10,000 students annually, many from outside the United States and some who would not complete the full master’s degree. “Online, there’s no visa problem,” he said. — NY Times

Just because a concept fails in one implementation doesn’t mean it is a failure. Conversely just because another model works for an institution doesn’t mean everyone can just clone it. New models don’t just fall out of the sky they are carefully crafted. Last fall EDUCAUSE published Higher Education: New Models, New Rules, September/October 2013, EDUCAUSE Review, pages 69-97. This cluster of three articles explores issues and options as the authors see them.

  • Creating an Environment for Learning Technologies: Toward a Generative Model of State Policy and Institutional Practice by Louis Soares, Vice President for Policy Research and Strategy at the American Council on Education (ACE);
  • A Quality Platform for Non-Institutional Higher Education by Judith S. Eaton President of the Council for Higher Education Accreditation (CHEA); and,
  • The “Perfect Market” Challenge to the Subsidy Structure of Higher Education by Burck Smith CEO and founder of StraighterLine.

Another resource for those new to the business of higher education is NACUBO’s, Strategic Review of Academic Portfolios, by Rick Staisloff. A succinct introduction to the interface between academic planning and fiscal sustainability.

A short list of immediate challenges include:

  1. Managing the academic enterprise with particular attention paid to margin
    (See “Curriculum drives enrollment, enrollment drives revenue, revenues drive everything else!”)
  2. Balancing services and constraining growth in expenditures,
  3. Curriculum revitalization and renewal resulting in Competitive Differentiated Curriculum requiring investments in academics, and
  4. Strategic improvements to learning performance.

The long term however is driven by current and future experiments in scalability of curricular and learning experiences (such as MOOCs), the promises and challenges of network learning and digital learning environments (Kahn Academy, Knewton + many more), the resilience of the economics of higher education models as indicated in Moody’s and Standard and Poor’s outlooks, and new and emerging visions outlining new structures and new models to forge a healthy future for both higher education as formal academic entities and learners seeking to optimize their own learning performance.

It is time to move beyond the knee jerk reactionary objection that higher education is not a business (I think this is better understood than is thought) and get to the deeper conversation of the business of higher education and how do we craft a healthy, sustainable economic future for colleges and universities.

 

“Curriculum drives enrollment, enrollment drives revenue, revenues drive everything else!”

There are numerous myths regarding the basics of managing an academic enterprise. Through them all shines one inexorable truth, “Curriculum drives enrollment, enrollment drives revenue, revenues drive everything else!” Because the curriculum generates the primary source of revenue, the relationship between revenue and expenditure per unit is the primary area of concern. In the case example below revenue are tallied by course section (as the primary unit of accounting), expenditures include direct section costs and the section share of overall institutional costs to sum to expenditure. The condition where revenue meets or exceeds expenditures, the difference between revenue and expenditure is called a margin. The difference is called a deficit when expenditures exceed revenue. When the average section size is lower than the break-even section size, the deficit is said to be structural.

Case study illustrating structural deficit and the principle of managing the margin. Shows impact of average section size on sustainability. This case example of margin is a highly distilled illustrative study from a client engagement.

Case study illustrating structural deficit and the principle of managing the margin. Shows impact of average section size on sustainability. This case example of the margin is a highly distilled illustrative study from a client engagement.

This case example of the margin is a highly distilled illustrative study from a client engagement. It shows that the actual revenue for the 5,000 enrollment institution was $44.3 million and could support for example 1,443 sections averaging 20.68 students per section. The actual expenditures for the institution were $57.4 million, the institution offered 1,871 sections and enrolled on average 15.96 students per section. This real scenario generated a structural deficit of $13.1 million offset by deferred maintenance, a suspension of non-essential travel, a hold on new hires, a reduction in staff, a reduction in benefits, the sale of real estate, increased cost recovery from grants and contracts, and creative cash management.

The curious element in this case study was a report to the Board of Trustees that mentioned a positive cycle developing in the economy and the potential for more favorable economic circumstances ahead. I offer Bill Gates observation on the subject,

 …the second biggest pot of money, which is the education pot, both K-12 and higher ed, gets raided. And, so, on a per student basis, that money has gone down, and there’s no likely prospect that it will go back up. Some people have thought of it as cyclical, but, in fact, if you look at the last several cycles, it goes down in the cycle and then, during the good years, it stays at that level, and then, as the next cycle is hit, it’s gone down again.  – Bill Gates, on The Future of College, NACUBO, August 8, 2014

Managing the margin requires massage of several variables including tuition, enrollment, the number of sections offered and average enrollment in each section. Every institution should calculate and know what their break-even sections size is given their other variables. Every academic should understand these basic relationships and the concepts of margin and structural deficit. Each institution is different in how revenues and expenditures are managed so talk to your Chief Financial Officer and get the facts.

 

Academic Strategy: Curriculum Driven Facility Optimization

MGDA specializes in strategic analysis guiding fundamental academic decisions that optimize resources, facilities, and revenue potential leading to increased margin. This type of analysis is particularly valuable when building a new University where there is no campus history, no patterns to accommodate, and not reference points to use to develop specifications. The simplest form of data one could use (and many do) is to just look at an existing institution about the size and clone it. There a number of reasons this is not advisable, some examples include:

  1. The current paradigm shift to a digital learning ecosystem is changing room utilization use patterns, room configuration requirements, capacity and technology requirements.
  2. Without some optimization analysis, low utilization artifacts can continue unrecognized and unabated.
  3. There are multiple sources of sub optimization. Low schedule utilization, inappropriate course or pedagogy for a room configuration, disruption of optimum schedule, …

To illustrate the magnitude of difference between optimization scenarios we offer the following real world example from our client experience.

Comparative Analysis Comprehensive University

MGDA assessed the curriculum of a comprehensive university and analyzed four growth scenarios and their impact on academic facility space. The university is committed to double its size and grow from its current 20,000 student enrollment to 40,000 students. This summary table shows the total room count across all 82 Programs of Study. The blue columns show total room counts at 20K enrollment, the orange shows the count at 30K enrollments and the grey columns show rooms required at 40K enrollment.

Room Count Comparison by Scenario and Schedule Model (Chart)

The Room Count by Scenario and Schedule Model chart is very revealing. Academic administrators and facility managers will immediately recognize very different perspectives and beliefs reflected in the scenarios and the politics of the institution. In the end funding agencies required some assessment of room utilization possible and an unambiguous and impartial view of capacity. The chart shows actual room counts by stage of enrollment growth for each of four facility ownership scenarios.