Our strategic planning and policy projects cover a broad spectrum and often include components of review, assessment, and evaluation while working to assist the administration and stakeholders in formulating their long-term vision for the institution. We devote our resources toward fully understanding the mission, vision, and role of the institution in the community it serves and provides solutions that align with their mission. Our comprehensive approach involves soliciting input from all stakeholders, administration, faculty, students, general public and donors.

Strategic Planning

& Policy

Performance Reviews

& Assessments

The university environment with its many cost centers and academic units are being called upon, and sometimes even mandated, to be more efficient with the limited resources that are often available. Federal and state funding is being cut across the nation and the concept of return on investment, whether human or financial, is on the minds of many administrators and managers. An objective, external review and assessment of these areas will promote accountability and improve the effectiveness and efficiency of the desired outcomes. Our team of consultants is well versed in the areas of internal audit, risk assessment and management and resource allocation methods.


Development & Training

Staying abreast of recent trends and training opportunities in education is no longer an option but a necessity. To cite one example, changes in the delivery options for the educational institution has gone from the traditional classroom of brick and mortar to a proliferation of online opportunities for the potential student. As a result, administration,  faculty and staff are now called upon to interact with students in different ways than they have in the past. We stay abreast of these changes in this space and provide workshops or other professional development and training experiences tailored for faculty, professional staff, or other institutional groups. These experiences may be organized as free-standing events, as parts of a series of workshops, or as components of other activities, such as faculty or staff orientation.

Senior Executive Search

& Consultation Services

Choosing the right leaders for key positions in all colleges and universities is, in our view, the most critical component to the institution’s success in achieving its goals. However, the interest in these positions is typically robust and the process of screening and selecting the best qualified people for these positions can be time consuming for administrators and also faculty search committees. Our founders have over 80 years of firsthand experience working in various executive capacities in academia, from Department Head to President, which makes us uniquely qualified to evaluate applicants for these high level positions. We can streamline this process dramatically by working with the university requirements and bring an objective perspective to an often cumbersome and lengthy process.

Student Retention & Recruitment

Strategy Services

Developing effective programs to enhance student retention, recruitment and graduation rates is a constant agenda item in many executive meetings of university personnel. The changing demographic, from traditional to non-traditional, online degree programs and funding cuts and other variables, all converge to force the development of retention and student recruitment programs that work. Regardless of how an institution measures its success; by graduation rates, the time it takes a student to get a degree or some other measure, institutions have never been more conscious of their responsibility to provide students with the support they need to achieve their goals than they are now. Heritage can assist school officials, public and private, with proven strategies that work, tailored to the institution’s role, scope and mission in their region or market.

Branding & Market

Analytics Services

All colleges and universities know their student profile. The raw data of where they came from, their GPA, SAT or ACT score, and other related information depending on how the university gives a picture of the student. However, at Heritage, we believe that is only the tip of the iceberg. Why students come to a particular college or university is just as important as their SAT score. At Heritage, we explore the reasons “why” these kinds of decisions are made through surveys, focus groups, and one on one interviews. The result of these activities can be very enlightening. Sometimes the “brand” that the university thinks it is projecting to the public can be very different from how it is perceived in the minds of potential students. Knowing your market thoroughly and targeting it appropriately can reap benefits far beyond increased enrollments. For those institutions that have not cultivated or considered “branding”, we can offer strategies that can strengthen the awareness of the institution in the public sphere.


& Community Affairs

Colleges and universities do not operate in a vacuum. Although they are often self-contained “cities within a city”, their success depends heavily on how they cultivate relationships outside of the campus. Often, because of limited resources and time, college administrators, faculty and staff are not effective in fostering relationships outside of their work environment. The critical areas of concern are: board relationships, endowment and fundraising activities, community relations, business partnerships (both public and private) and alumni relations and development. Each of these activities has its own unique set of challenges that demand a proven strategy that will deliver the desired outcome. Heritage creates mission specific solutions designed to be efficient and effective in each of these areas while maintaining a close relationship with those stakeholders involved.