How to take the ‘value lens’ approach to higher education

Jayson Boyers
Jayson Boyershttps://jaysonboyers.com/
Jayson Boyers is executive vice president, business model transformation, at Core Education.

In any successful organization, the mission is not merely a statement; it is the very core from which all strategies emanate and against which all outcomes are measured. It serves as the foundation upon which the organization’s vision is built and its goals are set.

For small to medium-sized nonprofit higher education institutions, the mission is especially critical as they navigate an increasingly challenging environment. The reliance on tuition revenue and student enrollment for institutional sustainability is becoming more precarious due to fluctuating enrollment numbers, shifting demographics and the urgent need to innovate in educational delivery. As these institutions strive to remain competitive, leaders are under immense pressure to develop and implement strategies that align with their core distinctions—those unique aspects that define their mission and create value for their stakeholders—while fostering long-term sustainability.

The Value Lens Approach is a strategic tool designed to assist higher education leaders in aligning institutional actions and resource allocations with their core distinctions. Through a combination of empirical research and data-driven methodologies, the value lens offers three domains—mission, impacts and levers—which provide a structured approach to enhancing institutional resilience and success.

Value lens is all about alignment

Small to medium-sized nonprofit institutions operate in a highly competitive environment where financial and operational pressures are compounded by external challenges such as declining enrollment rates, demographic shift, and increasing demands for digital education. These institutions are particularly vulnerable due to their heavy reliance on tuition revenue, which fluctuates with enrollment numbers. The summer months, in particular, pose a significant challenge as they often result in reduced enrollment and subsequently lower revenue, exacerbating financial strain.

Existing strategic resource planning models, while beneficial, often fail to provide actionable day-to-day guidance that aligns with an institution’s core mission and distinctions. This misalignment can lead to inefficient resource allocation and strategic initiatives that do not fully support the institution’s long-term goals. Therefore, there is a pressing need for a framework that not only addresses immediate financial and operational challenges but also fosters long-term strategic coherence and sustainability.

The Value Lens Approach was developed to fill this gap. Rooted in the institution’s mission and core distinctions, the value lens provides a structured methodology for aligning institutional decisions with mission-centric goals, thereby enhancing the institution’s overall value and competitive positioning.

3 domains of the value lens

The Value Lens Approach serves as a comprehensive strategic tool designed to help higher education leaders align their actions and resource allocations with the institution’s mission and core distinctions. This alignment is crucial for ensuring that all institutional initiatives contribute to the long-term sustainability and success of the organization. The value lens is built around three core components:

  1. Mission: The foundation is the institution’s mission, which encompasses its brand distinctiveness, areas of excellence and primary values. By grounding all decisions in the core mission, the framework ensures that the institution remains focused on its unique strengths and competitive advantages.
  2. Impact: This component involves identifying and prioritizing initiatives that have the most significant strategic impact. Leaders are encouraged to concentrate their efforts on areas that align with the institution’s mission and offer the greatest return on investment.
  3. Levers: The final component focuses on the specific actions and investments needed to achieve the desired impact. This includes strategic resource allocation and the effective implementation of initiatives that drive mission-aligned outcomes.

The process begins by defining clear impact objectives—specific, measurable outcomes that directly contribute to the mission’s success. These objectives must be rooted in the institution’s mission and informed by a deep understanding of its strengths and the needs of its stakeholders. In the context of higher education, impact objectives might include improving student retention rates, enhancing the quality of academic programs or increasing community engagement.


President’s corner: How ‘presence’ unlocks a powerful enrollment strategy


Once impact objectives are established, the next step involves identifying and leveraging the right levers—strategic tools and actions that propel the institution toward its desired outcomes. These levers could include investments in innovations in educational technology, shifts in organizational culture or enhancements in operational efficiency. The synergy between a mission-focused approach, strategic impact objectives and the adept use of levers forms the backbone of a thriving institution, guiding it from vision to reality.

Positive outcomes in key areas

The value lens has been empirically validated through a study that analyzed key institutional metrics such as student retention and graduation rates. By integrating machine learning techniques, particularly the Random Forest model, the study assessed the impact of the mission, impact and levers of the Value Lens Approach on institutional performance.

The results demonstrated that the value lens significantly improved alignment between institutional actions and core mission objectives, leading to positive outcomes in key areas such as student retention and enrollment.

Benefits of the approach

  • Strategic alignment: The value lens ensures that all institutional actions promote coherence and strategic focus across the organization.
  • Enhanced resource management: By aligning resource allocations with the institution’s core distinctions, the value lens helps optimize financial performance and minimize costs.
  • Long-term sustainability: The framework fosters long-term resilience by guiding institutions through complex challenges with a clear and unified direction.
  • Data-driven decision-making: The integration of machine learning techniques provides a robust foundation for making informed, data-driven decisions that enhance institutional performance.

Strategic clarity and resilience

The Value Lens Approach represents a transformative approach to strategic management in higher education. It offers small to medium-sized nonprofit institutions a powerful tool to navigate the complexities of the current educational landscape. By aligning institutional actions with core distinctions, the value lens promotes strategic coherence, optimized resource management and long-term sustainability.

As higher education institutions continue to face unprecedented challenges, the adoption of the Value Lens Approach can provide the strategic clarity and resilience necessary for sustained growth and success. Through ongoing refinement and empirical validation, the Value Lens Approach has the potential to serve as a critical resource for educational leaders, positioning their institutions to thrive in a dynamic and competitive environment.

Most Popular