Culture & Innovation

112: The Challenges of Implementation with Unimarket’s Brian Sweeney

Joining us on the show this week, special guest Brian Sweeney, head of US Operations for Unimarket. Brian offers unique experience in software project implementation in higher education and shares his insights into the cultural change that comes with technological innovation across campuses.

108: Choose YOU — The Importance of Vacations & Downtime in Delivering Great Work

Listen to The Importance of Vacations on Navigating Change The Education Podcast

It’s a show of a different color this week as we take on a debilitating challenge faced by so many of our colleagues: we are terrible at disconnecting, recharging, and prioritizing ourselves over our work. The idea for this show started as a chance to talk about how we’re pledging to take smarter vacations, but it doesn’t take long before we veer into culture and the demands of communication, technology, and stress. No, this isn’t about higher ed, but if you work in this field with us, you know where we’re coming from. As we transition into summer, join us — Howard Teibel and Pete Wright — in our pledge to choose health, reduce stress, and recharge. 

Links & Notes

101: The Danger of Thinking in Projects

Listen to The Danger of Thinking in Projects on Navigating Change The Education Podcast

We talk often about the importance of senior leadership alignment around mission, vision, and strategic goals for the institution. But once you define this strategic direction, how do you translate it into the day to day activities that move the institution forward? This week, Howard Teibel and Pete Wright discuss the importance of making the leap from “project thinking” to framing change around transformation, dodging the stagnation that comes with the return to business as usual, once change projects close. 

100: Jesuit lessons on leading cultural change from AJCU 2015

Listen to Jesuit lessons on leading cultural change from AJCU 2015 on Navigating Change The Education Podcast
Howard Teibel

Howard Teibel

The Association of Jesuit Colleges and Universities just wrapped up their annual conference at Fordham University in New York City and Howard Teibel was on hand with our friends from Loyola to discuss "A New Way of Proceeding," Loyola's administrative and academic review. You've heard us talk about this project before on the podcast in our series on Loyola's work. This week, we're looking back on the project as Howard and the Loyola leadership team take the stage to present the results of their work and the ongoing transformation they're seeing at the institution. 


96: Uncovering the Best Place to Work with Ron Friedman, PhD

Listen to Ron Friedman on Navigating Change The Education Podcast

The challenge and complexity around audacious change projects continues to grow in our institutions. This week on the show, we take on the impact of culture and environment on our ability to drive complex change projects.

Ron Friedman is an award-winning psychologist and author of “The Best Place to Work,” a book that offers a view of the latest research in management, motivation, behavior and beyond, to illuminate what really makes us successful on the job.

We’ve invited Ron to join us for a conversation around the design of workplaces that cultivate engagement and creativity and, as an academic himself, to share his insights into what education can learn and apply toward a stronger work environment that is ready to embrace change.

Links & Notes

About Ron Friedman, Ph.D.

Ron Friedman, Ph.D., is an award-winning social psychologist who specializes in human motivation.

He has served on the faculty of the University of Rochester, Nazareth College, and Hobart and William Smith Colleges, and has consulted for some of the world’s most successful organizations. Popular accounts of his research have appeared on NPR and in major newspapers, including the New York Times, Washington Post, Boston Globe, The Globe and Mail, The Guardian, as well as magazines such as Men’s Health, Shape, and Allure.

He is a frequent contributor to Harvard Business Review, Fast Company, Forbes, and Psychology Today.

94: The Story of UMass Lowell — Change, Agility, and Growth with Joanne Yestramski & Lauren Turner

Listen to The Story of UMass Lowell on Navigating Change The Education Podcast

Teibel, Inc. has been working with UMass Lowell as part of a structural review of the finance and operations division. Today on the show, we’re going to discuss that  project with our special guests from UML, Joanne Yestramski and Lauren Turner.  We’ll focus on this work in the context of the institution’s success in cementing a culture of organizational agility in this challenging education market. 

UML’s nimbleness has fostered year over year growth in quality education, service, and enrollment. Joanne and Lauren join Gail Gregory and Pete Wright for the story of UMass Lowell, from a transformation in top leadership, to a culture of sustained growth and progress. 

Our conversation today is a prelude to their presentation next week at the EACUBO Annual Workshop in Washington DC. Join Gail, Joanne, and Lauren as they showcase their work, and the evolving UMass Lowell organizational structure that has served them so well. 

Links & Notes


About Joanne Yestramski
Vice Chancellor for Finance and Operations

Joanne Yestramksi has a long and accomplished career in financial management, administration and information technology services.  She has spent nearly two decades working in the field of higher education, at both public and private institutions in New England. As Vice Chancellor for Finance and Operations at UMass Lowell, she is also a member of the Chancellor's Executive Cabinet.

About Lauren Turner
Associate Vice Chancellor for Human Resources and Equal Opportunity and Outreach

The Associate Vice Chancellor for Human Resources and Equal Opportunity and Outreach is Lauren Turner.  She is responsible for the oversight of all aspects of campus human resources management including recruitment and outreach, position classification and compensation, labor relations, compliance with all federal and state regulations which govern employment, complaint investigation, employee safety and workers' compensation, benefits administration, workplace learning and development, payroll, management of the University's Human Resource Information System with PeopleSoft, employee engagement, and diversity and inclusion.

91: Governance — AGB President Rick Legon on Breaking Norms to Build Great Boards

Listen to Building Great Boards with Rick Legon on Navigating Change The Education Podcast

In part two of our series on governance, we turn to Rick Legon. In his role as president of the Association of Governing Boards, Legon has worked with institutions around the world, helping to strengthen board relationships and further the dialog for change.

The challenge lies in creating a shared dialog, according to Legon. “Cultural norms exist to keep stakeholders in their place. We can’t continue that way, but the behavior is entrenched."

This week on the show, Howard Teibel and Rick Legon discuss the challenges in fostering strong board leadership to help institutions face their collective crises ahead. 

90: Governance — Leadership, Strategy, & Creativity at the Top

Listen to Governance Leadership Creativity in Boards on Navigating Change The Education Podcast
Howard Teibel

Howard Teibel

The forces impacting higher education add complexity to a carefully balanced system of leadership in our institutions. Unique issues face boards, administrators, and faculty, and finding alignment between them is key in demonstrating progress toward strategic goals.

Today we begin a series exploring governance in higher education from the perspective of leaders across the institution. In a series of conversations with trustees, presidents, faculty and beyond, Howard Teibel and Pete Wright host a dialog around authority, accountability, and responsibility for leadership. 

This week, we set the stage for our conversations to come and introduce the big questions we’ll attempt to answer as we take on governance—leadership, strategy, and creativity at the top.

See our complete Governance series.

87: Incentives for Innovation and Navigation with guest Roger L. Martin

Listen to Roger L. Martin on Navigating Change The Education Podcast

"In tasks of the mind, monetary incentives don't improve performance."

So says today's guest Roger L. Martin, and in doing so he provides the foundation for our conversation on the role of incentives in delivering powerful creative solutions to our institutions' most challenging problems. 

Much of the work we do in facing the new normal in higher ed involves financial objectives. Shared services? Tenure? Consolidation? Program expansions or cuts? Whether you're in senior administration, staff, or academics, you're likely addressing these challenges (and more) through the lens of a financial goal. 

Professor Martin's latest work in Harvard Business Review, "The Rise — and Likely Fall — of the Talent Economy," lays out the case for the disconnect of high salaries to performance in knowledge work. But can the same case be made for the impact of significant financial goals on cultivating our best creative solutions from our teams? 

From Howard Teibel's work with institutions in administrative and academic reviews, and Professor Martin's work as an academic and business leader, comes a conversation that addresses the competencies of our teams, and inspiring our best players to do their best work in the face of great challenge before them.

Links & Notes

About Roger L. Martin

Roger Martin is Premier’s Chair in Productivity & Competitiveness and Academic Director of the Martin Prosperity Institute at the Rotman School of Management.  From 1998 to 2013, he served as Dean.  Previously, he spent 13 years as a Director of Monitor Company, a global strategy consulting firm based in Cambridge, Massachusetts, where he served as co-head of the firm for two years.

His research work is in Integrative Thinking, Business Design, Strategy, Corporate Social Responsibility and Country Competitiveness. He writes extensively and is a regular contributor to: Harvard Business Review’s The Conversation blog, the Financial Times’ Judgment Call column, and Washington Post’s On Leadership blog. He has written eighteen Harvard Business Review articles and published eight books: Playing to Win (with A.G. Lafley) (Harvard Business Review Press (HBRP), 2013), Fixing the Game (HBRP, 2011), The Design of Business (HBRP, 2009); The Opposable Mind (HBRP, 2007); The Responsibility Virus (Basic Books, 2002); Canada: What It Is, What It Can Be (with Jim Milway, Rotman-UTP Publishing, 2012); and Diaminds (with Mihnea Moldoveanu, University of Toronto Press, 2009), and The Future of the MBA (with Mihnea Moldoveanu, Oxford University Press, 2008). In addition, he co-edited Rotman on Design (with Karen Christensen, Rotman-UTP Publishing, 2013).


Photo Credit: Jacob Bøtter

77: Strategic Leadership at EACUBO 2014 with Marta Perez Drake and Lynne Schaefer

This week on Navigating Change we’re coming to you from the EACUBO 2014 Annual Meeting in Orlando, Florida. Speakers at the conference have been taking on some of the most challenging issues facing chief business officers in higher education. We’re kicking off our EACUBO series with two people who serve as leaders in the effort to prepare CBOs for the demands of tomorrow’s institutions. 

Marta Perez Drake, Vice President for Professional Development — NACUBO

Marta Perez Drake, Vice President for Professional Development — NACUBO

Lynne Schaefer, Vice President for Administration — University of Maryland Baltimore County

Lynne Schaefer, Vice President for Administration — University of Maryland Baltimore County

Lynne Schaefer is vice president for finance and administration at University of Maryland, Baltimore County, and currently serves as EACUBO vice chair. Marta Perez Drake serves as vice president for professional development for NACUBO. This week on the show, Lynne and Marta join Howard Teibel and Pete Wright to share their work in developing CBOs as strategic leaders prepared for broader challenges beyond the typical expectations of the office.

Our special thanks to all who turned out to join us at this special live event in Orlando, and to the EACUBO team that helped to make this happen!

About Lynne C. Schaefer

Lynn Schaefer has served as Vice President for Finance and Administration at University of Maryland, Baltimore County (UMBC) since 2005. In her role as chief business officer at UMBC, she is responsible for financial management, budget, reporting and control for annual operations exceeding $390 million. She also provides leadership for facilities planning, construction and operations, human resources, environmental safety and health, dining services, the bookstore, campus police, and general business services. Ms. Schaefer previously served as Vice President for Finance and Administration at Oakland University in Rochester, Michigan, and as Budget Director and Vice President for Administrative Services at Wayne State University in Detroit. Ms. Schaefer began her career in state government in Michigan, and worked in the Governor’s Office, Departments of Management and Budget and Treasury, and as President of the Michigan Education Trust. She holds an M.B.A. in Finance from Wayne State University, and a B.A. from Michigan State University.

Marta Perez Drake, NACUBO

Marta Perez Drake has served as vice president for professional development of the National Association of College and University Business Officers (NACUBO) since 2010. Prior to assuming this position, Perez Drake served NACUBO for six years as Director of Constituent Programs. Before joining NACUBO, Perez Drake worked at Duke University, Georgetown University and three higher education associations: the Council of Graduate Schools (CGS), the American Council on Education (ACE), and the American Association for Higher Education (AAHE). Perez Drake has served on several boards in the higher education, K-12, and non-profit sectors. She received her bachelor's degree from Duke University and master’s degree from the University of North Carolina–Chapel Hill. 

67: The Future of Education with Grant Lichtman — Part 2

Part two in our Grant Lichtman interview picks up with the political challenges that erupt in districts across the country. In the face of these challenges are schools making the change required to live up to the promise of true innovation in education. We reflect on the shared challenges of broken business models — both in K-12 and higher education — and the responsibility leaders have in owning positive change in the classroom.

66: The Future of Education with Grant Lichtman — Part 1

Grant Lichtman has quickly become one of the foremost thinkers and advocates for innovation in the classroom. His latest book, #EdJourney: A Roadmap to the Future of Education, documents his 3-month journey across the United States, interviewing teachers, administrators, students, parents, and trustees to examine innovation in the K-12 classroom.

62: Cultivating Organizational Excellence with UW's Ruth Johnston

Ruth Johnston , Ph.D — Associate Vice Provost, Organizational Excellence, University of Washington

Ruth Johnston, Ph.D — Associate Vice Provost, Organizational Excellence, University of Washington

University of Washington has become a beacon for organizational effectiveness in higher education. The work of building strength through communication and collaboration across the institution has helped to drive capacity for new projects and greater effectiveness in existing operations. 

This week on the show, UW’s Ruth Johnston joins us to share insights on developing a best-in-class program around organizational excellence. Her team is behind the upcoming workshop, Effective Group Decision-Making & Communicating Strategically. Led by our own Howard Teibel, this workshop is designed for UW deans, senior administrators, and staff involved in organizational change. 

Listen in for a unique perspective on driving change in higher education from a recognized leader the field. 

Ruth Johnston, Ph.D

Ruth Johnston has spent her career studying organizational development and higher education. As Associate Vice Provost, Organizational Excellence at University of Washington, she works across the university leading and facilitating strategic planning, process improvements (using Lean and other technologies), developing leaders and staff, creating metrics and measuring performance, and helping to manage change. 

61: How to get the most out of the NACUBO 2014 Annual Meeting

Listen to How to get the most out of the NACUBO 2014 Annual Meeting on Navigating Change The Education Podcast

We’re gearing up for the NACUBO 2014 Annual Meeting in Seattle coming July 19-22. As usual, the NACUBO team has built an incredible catalog of events and learning opportunities and we’re trilled to be a presenting part of it. This week on the show, Howard Teibel and Pete Wright walk through the key strengths of the event, from developing new business officers and helping to cultivate a culture of collaboration across campuses, to their leading voice in public policy around higher eduction. 

This year, Howard will be co-facilitating a presentation on strategic communication with past Navigating Change guests Kelly Fox and Greg Lovins. Together, they’ll lead a discussion on the power of not only sharing a deep understanding of complex financial information, but sharing that information with campus stakeholders in a way that drives strategy across the institution.  

59: NACUBO 2014 Annual Meeting — Preparing for the New Business Officer Program!

Howard Teibel  President Teibel Education Consulting

Howard Teibel
Teibel Education Consulting

Howard Teibel has joined the speaker line-up of this year’s NACUBO New Business Officers Program with his presentation, “Leading, Managing, and Surviving Change.” In this week’s episode of Navigating Change, Howard and Pete Wright explore the program and NACUBO’s aim to help those new to the CBO role develop skills they’ll need to lead in today’s institution.

The role of the chief business officer is evolving. New demands for the CBO call for involvement across the institution to influence and drive change, and these demands call for new skills in leadership, communication, and strategy. Now that exemplary understanding of the complexities of finance is a foregone conclusion, how can those new to this role develop skills for which they may have been heretofore untried? NACUBO has built a rich schedule of speakers and experts to help those new to the CBO role get acquainted to the new demands of finance leadership. 

The New Business Officers Program will be held July 18-19 in the Metropolitan Ballroom of the Sheraton Seattle Hotel. The program is limited to chief business officers and financial officers who report directly to the president and who have been in their current positions for less than three years. For information on the program, please visit NACUBO

58: Balancing Culture and Innovation Part 2

Listen to Balancing Culture and Innovation at Chautauqua with Deborah Sunya Moore on Navigating Change The Education Podcast

Following up on our conversation with Deborah Sunya Moore from The Chautauqua Institution last week, we’re picking up this conversation around the constant balancing act between building and celebrating a strong culture, and innovating in new areas and directions. The big question: no matter how much we personally celebrate the importance of change, how do you cultivate a culture of change when members of your community do not share your beliefs? This week on the show, Howard Teibel and Pete Wright share insights around building a culture that anticipates and celebrates change and innovation while embracing the legacy of their institutions.


57: Balancing Culture and Innovation at Chautauqua with Deborah Sunya Moore

Listen to Balancing Culture and Innovation at Chautauqua with Deborah Sunya Moore on Navigating Change The Education Podcast

Taking on new challenges forces us to re-evaluate existing processes in new ways. This shake-up can introduce discomfort and confusion, par for the course in a change initiative, ultimately all for the reward of greater efficiency, productivity, and affinity. These challenges are magnified when your institution boasts a legacy over 100 years strong. Our guest, Deborah Sunya Moore, serves as associate director of programming with The Chautauqua Institution, an arts and education community in New York on a consistent march to balance innovation and change with the expectations of guests who have been attending Chautauqua for generations. This week on the show, Deborah Sunya Moore joins Howard Teibel and Pete Wright to share how the Chautauqua Institution balances change with culture year after year.