Strategic Planning & Financial Sustainability Services

Higher education institutions are under the microscope of public opinion. They are criticized for graduates lacking relevance in a dynamic, highly competitive job market; for the rising cost of a degree and burdensome student debt; for being slow to change and adopt new approaches and technologies. Institutions often respond to these challenges with strategic plans that are packed with familiar, antiquated methods and focus more on the planning process than the actual strategy. This results in a strategy that lacks innovation and has minimum market differentiation. Developing a clear, evidence-based strategic plan that is aligned with the mission and market position of an institution is critical for achieving short-term goals and long-term sustainability.

Many higher education institutions’ financial models are also failing – private institutions are overly dependent on tuition revenues, and state institutions are suffering from a steady decrease in funding.  Insights into financial health and market factors can help stabilize financially-stressed institutions and provide a plan for how resources should be invested in the future.


Our work in this area includes:

  • Comprehensive Strategic & Academic Planning
  • Financial Sustainability Analysis
    – Revenue Optimization & Net Tuition Revenue Modeling
    – Tuition Pricing & Structural Alternatives
    – Cost Analysis & Management
  • Budgeting Methodology Assessment & Strategy
  • Institutional Resource Assessment & Strategy
  • Market Research & Competitive Analysis
  • Rankings Assessment & Strategy

Ecosystem connectivity

  • Organizational & Operational Transformation
  • Academic Portfolio Strategy
  • Online Strategy
  • Leveraging CRM & Technology Solutions

Primary Customers

  • President/Chancellor/University-wide Initiatives
  • Deans & Senior Academic Leaders
  • Provost’s Office
  • Finance, Budgeting, & Administration