Late at night last July, I was with my Millennial son when he stopped at a gas station to fill up. As he got out of his car, a supposedly down on his luck stranger approached him and asked for some money for gas. Deciding to pump a couple of gallons of gas in the guy’s car, he put his ATM/credit card into the gas pump. But nothing happened. He then gave him a couple of bucks, but the guy looked suspicious and wasn’t either pumping the gas or leaving the station.
Concerned that his credit card may be vulnerable, I watched my son, in about 5 minutes time, use his BlackBerry to go online with his bank, transfer all money out of vulnerable accounts, cancel the card and order a new one. It was amazing to watch him do all of that so quickly. It was fascinating to watch a digital native at work.
Fast forward to the World Series. After instant replay had exposed terrible performances by Major League Baseball umpires during the playoffs, technology again points out glaring mistakes by umpires in the World Series. Asked about implementing instant replay to correct mistakes, Commissioner Bud Selig, says, “Yes, we had some incidents that certainly need to be looked at…But do I believe in instant replay? No, I do not. Human Error is part of our sport.”

Umpire calls runner safe
Amazing. While this statement could have been stated 30 or 40 years ago without controversy, it’s simply an unacceptable statement today. And the audience baseball isn’t reaching–the under-35 market–isn’t buying it. It may sound right to Selig, but it doesn’t ring true for any brand in today’s market–you’re not going to get it right when you have the ability to do so?
It’s not just that those umpiring mistakes become viral, it’s that the world is different now. We are changing. Or more accurately said, those of us who are not digital natives are changing. Digital natives aren’t changing. They are by definition, connected.
While Selig and others may see technology as an add-on to life as usual, technology is becoming a way of life. It is changing how life is experienced.
What’s this mean for marketing higher education?
1. It is the chief marketing officer’s role in leading his/her team to educate the president, administrative colleagues, and faculty leadership on how and how much technology is changing people and the marketing environment.
3. Your primary consumers–your students–are on mobile devices constantly. What do they see when they visit your website? Your marketing plan needs to include a mobile strategy, beginning with adapting your website for mobile devices. Your students and prospective students shouldn’t have to go online with their Mac or PC in order to navigate your site.
All of us make mistakes, just like major league umpires. But when you’re responsible for marketing strategy for your college or university, don’t pull a Bud Selig and underestimate the significant sea changes happening in the marketing environment that impact your ability to connect with your students, constituents and communities.
In 2005, when I was a university chief marketing officer, we made search engine optimization (SEO) a priority in our marketing plan and became more competitive online. Our web team did a great job improving our ranking and getting our name in front of more people who were searching for college. It was an important move on our part, perhaps ahead of the curve in marketing higher education at that time. But it no longer should be. There are significant sea changes happening in the marketing environment, and SEO needs to be a priority for any college or university marketing plan.
That’s why I’ve asked David Dalka to be a guest author regarding SEO. David is presently a web analytics marketing strategy consultant and marketing keynote speaker. In the following guest blog post, David makes the case as to why SEO is vital to effective University Marketing and Content Success…
_____________________________

David Dalka
In my post, How University Vice President of Communications and Content Strategy Leadership Roles Are Likely To Change, I discussed the need for the VP of Communications and Content Strategy to have new skills. I stated, the “Individual Will Have World Class Search Engine Optimization Skills.” Put simply, content constructed to meet the way people search is the best way to meet the relevant needs of a customer. Relevancy is the superior, but highly misunderstood currency that Internet search engines provide. Make no mistake, we live in times where mass marketing mediums are declining in relevancy and pricing power, as increasingly relevant and micro-targeted methods emerge. Realizing that you need to think differently–as search is about relevancy/pull and not push marketing–is step one. It requires significant retraining, especially for marketers with traditional skills. First, you have to start to comprehend why search marketing is a strategic leadership issue. Go ahead, please do that now, it’s why you are here. Got it? Good.
It’s time for the “Cult of Volume” to embrace relevancy and better success metrics. Some even go far as to suggest “The False Religion of Branding” is coming close to its final time of worship in response to Augustine Fou’s recent post, “Branding Today: Why It’s Ineffective, Irrelevant, Irritating, and Impotent.”
In these times of lowering marketing budgets, universities need to create more marketing impact with less monetary resources and staff. Currently there is a lot of buzz around social media, but even fans of the medium know that social media can be hard and resource intensive!
In addition to existing perceived value in society, universities currently have a strong portfolio of unique assets when it comes to creating and optimizing content for search engine optimization (SEO):
Quantity of Students — Most universities have thousands of students! All of them are creating content ranging from random user generated content photos on a mobile phone to research projects taking dozens of years. You should not only be leveraging this content to enable and position their personal brands for success, you should be doing it to index useful attribute based content that will be relevant to people using search engines.
Classroom Activities — Don’t have a movie studio in town? No sweat! Use increasingly low cost video cameras to create your video content to give people valuable experience and to enable the creation of personal branding content for entrepreneur enablement.
Alumni and History — This is an almost untouched, but highly fertile area. Alumni stories and lives show prospective students what their potential outcomes are in reality. More importantly, this activity can create value for alumni throughout their lifetimes and change the paradigm from endless offers of secondary education or increasingly insensitive requests for donations from alumni not in a position to give.
However, many universities have unique hurdles that make the above advantages difficult to achieve:
Department Silos — Student acquisition, career services, alumni, sports, and faculty all have different agendas and aren’t managed to mutual goals that make sense for students, alumni, and other stakeholders.
President’s Office Can’t Successfully Lead the Change (Even If It Wants To) — Put simply, there is usually a lack of understanding of content strategy and technology preventing content strategy success in the President’s office. Generation gap issues also play a role. Ultimately, this makes it difficult to visualize the drivers of the proper future state, and difficult to lead the organizational, budget, and organizational silos and content process flow mapping necessary to create the success. It’s a severe bottleneck. New leadership needs to be mixed into the President’s office either full-time or via management consulting.
Cat Herding — Many universities have faculty and departments that are allowed to do whatever they’d like with research, and this mentality often carries over to their department’s web site and web content. Universities need a clear, well thought out and consistent content strategy like MIT, Harvard, or Stanford which average more than a million unique visitors a month. Such strategies and universities are few and far between. This needs to change, yet history shows that universities don’t change well or quickly.
The potential to create a search engine optimization (SEO) savvy organization with optimal web site structure that can successfully leverage additional content is quite clear for those organizations determined to put the right leadership in place to capture the change in the way that Tom Peters would. We are moving from a primarily paid media economy to a primarily content strategy driven economy due to the effects of search marketing and social media, and the resulting weakening of traditional media monopolies. The magnitude of this change is obviously large, but it’s still in its early phases. Embrace and explore the possibilities to build meaningful long tail search marketing differentiation from peer institutions. The web often rewards first movers, and it likely will in this situation as it plays out.
The preceding was a guest blog post by David Dalka. David is a web analytics marketing strategy consultant and marketing keynote speaker available to assist the President’s Office or for profit businesses in creating effective content and community strategies. David was scheduled to give a keynote speech in October at the 2009 EMG Brand Manager’s Summit, however it was put on hold until Fall 2010.

CONSUMER OR STUDENT?
This is Part Three of a series called, Marketing in the Wonderful and Wacky World of Higher Education.
What a special time of year this is on college campuses nationwide. Student leaders and fall student athletes have returned to campus. The fall term draws near. While summer on college campuses is a welcome break after a long year, by the time August arrives, I’ve always been ready for our students to return. Or, should I say, our consumers? It’s actually both.
In higher education, we have more than just consumers. Importantly and beautifully, we also have students. It is a difference with a distinction–a distinction that produces student learning, but ends up causing some confusion on our campuses.
Our consumers enter college life as students who are expecting to be intensely challenged. The role of colleges and universities is to push these students to think critically and act responsibly, to grow up and think beyond themselves, to listen to different viewpoints, to think through the issues of our world, to find their voice, to excel. Not exactly “the customer is always right” stuff.
In this academic process, students have a power role on campus as they are (should be) the most important part of the core product of the university: student learning.
Students are also involved in education outside of the classroom where they hopefully mature and leave the university as responsible adults and citizens as a result of the community in which they lived and learned. Martin Luther King said, “the function of education is to teach one to think intensively and to think critically…intelligence plus character-that is the goal of true education.”
And true education is vital for society. As Robert Franklin, president of Morehouse College, said on CNN talking about teaching students scripts for success in life, “if the village elders don’t do it, the village idiots will.”
In the case of higher education, the village elders are largely interested and caring professors and student affairs mentors who challenge students to get it right, think it through again, be responsible, so on and so forth. (I’ll let you figure out who the village idiots are.)
But should our consumers be treated like students by everyone on our campus? This is where it gets confusing for our staff.
While it is clear that students have signed up to be challenged by professors and student affairs mentors, they haven’t signed up for others to do the same. Unfortunately, each of our campuses have certain staff who challenge their customers to be more responsible as if their customers are their students and their office is their classroom. These staff members perceive their customers as being just students, who unfortunately are near the bottom of the food chain when they are outside the classroom.
Think about your most customer service challenged departments on campus. While these departments employ many wonderfully committed individuals, a few don’t even think of students as customers. So, with attitude, they challenge them to grow up and be responsible. And why not? Students are immature. They don’t read instructions. They want exceptions. They don’t meet deadlines. They violate our rules. Etc, etc., etc.
In addition to the negative effect on student retention, this behavior becomes a problem as the university desires a long-term relationship with its customers. When we call them, some of our alumni think, “Now you care? What’s changed? Oh, you want a donation from me now?”
In our wonderful and wacky world of higher education, customers are also students, and students are also customers. As leaders in marketing higher education, one of our many roles is to help our university community realize the difference between the two.
Previously in this series:
Marketing Used to be a Dirty Word. Now It’s a Necessary Evil.

I walked my daughter down the aisle last Sunday evening. She married the love of her life. It was an event that she had been looking forward to for months, and well, for her entire life. It was an emotional day for all of us. The wedding held meaning. We were different because of it. It was a rite of passage.
In order to grasp it, our daughter laid aside conventional wisdom turning down an opportunity to go pro in women’s soccer. She was an All American last year at UCLA, and was projected to be a late first round or early second round selection in the Women’s Professional Soccer league draft.
We were stunned to hear that she had backed out of the draft. How could she pass up such a rare opportunity? But our daughter’s decision was driven by a strong internal sense of what she wanted to do and what was right for her. She wanted to get married and finish her degree this year. And we are so happy for her.
Such is the power of love, and the power of a rite of passage that creates a pathway for life.
Such a rite of passage has been the promise of higher education. For decades now, this idea that college is a rite of passage to adulthood has been a tremendous advantage in marketing higher education. We haven’t had to sell the dream. We haven’t had to create the need.
In marketing higher education, we facilitate the college search process. Prospective students and parents come to us to see if we are able to deliver on the dream. We try to distinguish ourselves from one another while the media and college football, March Madness and all the other mythic rituals of college life reinforce what a wonderful rite of passage it is that we offer.
So, it should not be surprising that students and families have been willing to go deeply into debt to experience what they hope will be their rite of passage to adulthood. No matter how much we’ve raised tuition, many have continued to chase the college dream. But the dream’s been fading. And truth is, it’s been fading for sometime now.
The number of students in this country who can afford a four-year degree is diminishing. For years, the college dream has been financed by credit. But fewer are now willing to go into debt. And for those willing, the recession has taken away their options for doing so. In a much more racially and ethnically diverse country, more and more high school graduates don’t look to expensive colleges and universities for their future. It’s no longer seen by as many as a rite of passage.
Now it looks as though the government may no longer oblige four-year institutions to the degree it has in the past. With a realization that the four-year higher education enterprise cannot possibly educate all, and that job training will be vital for our country, a new community college initiative is being pushed by the president (which I’ll leave for another post).
I wonder how these sea changes will affect higher education marketing and enrollment management. What happens when job training becomes a legitimate higher education pathway for many?
How will we successfully make our case for expensive higher education to markets that aren’t chasing the dream? In spite of all the wonderful programs to reach into the community to traditionally under-represented student groups, higher education has failed to make the college rite of passage a compelling dream and a financial reality for all students.
What’s clear is that the marketing environment for higher education is changing and will become more competitive. Strategies like predictive modeling that tell us who is most likely to enroll will continue be important, but we’ll need to find ways to be successful in bringing others into the fold. Our branding will need to be well thought out and executed for a broader audience. Collaborative efforts with other colleges and by higher education associations may need to be developed to try to keep four-year higher education as the ideal.
Higher education marketing will require even more finely tuned leadership as institutions look for their share of students, new revenue streams and more fundraising in a market that may be absent a national sense that a four year degree is a rite of passage for everyone.
My point with this video series is that even today in this environment of videos designed for websites and viewed on computer screens and hand-held devices, taking advantage of the power of the visual media would help colleges and universities communicate more effectively. And while my emphasis has been on visual storytelling, certainly interviews, narration, script, acting, music, visuals, etc. should all work in tandem to tell your story. The best videos and films are very strong in one or more of these categories, and take advantage of the inherent visual dynamics at play.
So, let’s take a look at a few college videos. The first four were produced either for the college’s website or for a television commercial. The last two were created for fundraising campaigns. I’ll comment on each briefly.
The first is an award-winning spot for Robert Morris College.
Well done, but pretty traditional in its production. The spot was designed to be very energetic and uses moving and hand-held shots, as well as students leaning into the camera, to communicate that energy. It gives you an impression that there’s a lot going on at RMC. While it is a television commercial, it would also work well on their website.
Compare that to this: a 2:00 student production that won a video competition at DePaul University. I found this video on Twitter from @debmaue.
I love this video! In only two minutes, you really come to feel like you know what the DePaul community is about. It is heartfelt and the connection with the students grows as the production continues. It does this through great performances by the students, and importantly, tight close-ups for every single shot. Alfred Hitchcock had a rule about visual storytelling that is broken all the time by filmmakers. The closer in you get with a shot, the more energy there is until you pull out again. If you want to increase the energy, feeling, emotion, etc., stay on the close-up. If you want to dissipate it, loosen the framing up. Here, the director of this student production maintained the emotion of the students by never leaving the close-up. The students, framing, and editing took it from there. Very well done.
Next up: Here. Now. UCLA. You may have seen this on television at halftime of a UCLA football game. Having had a daughter at UCLA, I think the spot captures UCLA very well. It was produced by UCLA’s School of Theatre, Film and Television.
The magic here is in the writing and in the diversity of student actors and scenes. There’s really nothing special visually about the spot, except for what they have chosen to show. But the result of the words, actors, and scenes give you the feeling that UCLA is a big-time university near the beach in sunny, entertainment-rich southern California, the university California owns where “nobody at UCLA keeps score on who you are, they just want to see what you do.” To me, that quote (and skate park scene) is a shot at arch rival USC.
The following video for West Point takes a very different approach to telling its story: Developing Leaders for a Lifetime.
West Point uses beautiful visuals along with a very left brain script and narrator. If you are patriotic, it may appeal to your emotions, but mostly this video is logical, which one would expect from a military academy. It’s heavy on words and contains a lot of information for prospective students. The main message definitely comes through that it’s a special place unlike just about any other institution of higher learning.
These last two videos take different approaches for fundraising campaigns. This first one is from Dartmouth, and was produced for their annual fund campaign. I found it on Karlyn Morissette’s website.
Dartmouth has taken a bit of a risk with this video because of its approach to the script, and choice of visuals to go along with it. There’s no doubt that Dartmouth’s alumni are a sophisticated group able to handle the logic of the message of the video. The risk it takes is that it gets away from the standard affective fundraising language, and focuses on the left brain in a logical appeal for funding given its “wacky business model.” What I wonder about is the effectiveness of the very right brain visuals. Because my right brain is trying to figure them out and is dazzled by them, am I fully hearing the appeal and logic of the narrator? Perhaps it will work. I do like this video a lot, and am curious as to how it’s been working. Kudos to Dartmouth for thinking outside the box.
Finally, a fundraising video from Vanguard University, where I was vice president for enrollment management and advancement, and assistant professor of television and film. Vanguard is a private university without a rich heritage of alumni and donors supporting it. And while it is a US News top five baccalaureate college in the West, it is a small college in need of capital improvements. This is a capital campaign video targeted to major donors who are very values-oriented.
doneThe video takes a standard approach to fundraising that went after the affective side of the brain. It was directed by Randy Argue, an independent video and feature film producer/director, and one of my former students. It is beautifully shot, uses music creatively, and takes advantage of very articulate testimonials. The video was well-received by major donors.
Well, that’s it for this post and series on how video can be more effective in marketing higher education.
Previously:
Video, Part 3: Deconstructing the Montage

Alfred Hitchcock's Rear Window
Film and video have a language of their own. It’s a visual language that combines the principles and aesthetics of shot composition with how individual shots are edited together. It’s a world in which images have power: 1) in and of themselves, and 2) because of where you place them in relation to each other.
One of the masters of visual storytelling was film director, Alfred Hitchcock. In French filmmaker and critic Francois Truffaut’s landmark book, Hitchcock/Truffaut, Truffaut asserts that “Hitchcock is one of the greatest innovators of form in the history of cinema,” and that with Hitchcock, “form does not merely embellish content, it actually creates it.”
In looking at Hitchcock’s body of work, he clearly created content through visual form. Hitchcock mastered the art of the montage in which meaning changes depending on how shots are juxtaposed. In Hitchcock/Truffaut, Hitchcock acknowledged his work in cinema grew out of foundational work on montage by Russian filmmakers, such as V.I. Pudovkin and Sergei Eisenstein, and describes how they were trained in the art of montage relating it to one of his films:
You see a close-up of the Russian actor, Ivan Mosjoukine. This is immediately followed by a shot of a dead baby. Back to Mosjoukine again and you read compassion on his face. Then you take away the dead baby and you show a plate of soup, and now when you go back to Mosjoukine, he looks hungry. Yet, in both cases, they used the same shot of the actor; his face was exactly the same.
In the same way, [referring to his film, Rear Window] let’s take a close-up of Stewart looking out of the window at a little dog that’s being lowered in a basket. Back to Stewart, who has a kindly smile. But if in the place of the little dog you show a half-naked girl exercising in front of her open window, and you go back to a smiling Stewart again, this time he’s seen as a dirty old man!
This is all right brain stuff talked about by author Daniel Pink in his book, A Whole New Mind, and made possible because our right brains make meaning out of what we see. Other directors have been brilliant in using the language of film to tap into our right brains and “connect seemingly unrelated ideas into something new,” as Daniel Pink puts it. In a recent post, High Concept, High Touch Marketing, I described how director Oliver Stone used the right brain of his audience members to contrast the beauty of nature with the nature of man in his film, Platoon. And Woody Allen, not known as a pure visual storyteller, combined all the elements of the visual language in his masterpiece, Interiors.
But it was Hitchcock who mastered the principles of the montage. And perhaps the greatest example of pure visual storytelling by Hitchcock is his film, Rear Window, a film in which the camera never leaves the apartment of Jimmy Stewart’s character until the end of the movie, but yet allows for all of us to become emotionally involved in the lives played out in the other apartments that we see through Stewart’s window. It’s simple visual storytelling at its best. Of course, as we look into those other apartments, we see evil in the heart of man acted out…or do we?
Hitchcock set up the story using purely visual means in the opening sequence, minus any dialogue or narration. Throughout the whole sequence our right and left brains are working in tandem interpreting what we’re seeing, making sense of it without any narration to distract us. Our minds are fully engaged thereby getting us connected to the story.
Now, let’s see how another filmmaker might have written and filmed this opening sequence using dialogue. I found this next video by whoiseyevan on YouTube. It’s great. It’s title is “How I Ruined Hitchcock’s Rear Window in Just Under 2 Minutes.” Notice how the words take away from the visuals and engage our brains less on interpreting what we’re seeing and hearing.
For those involved in marketing higher education and others, the lesson of visual storytelling is not that we shouldn’t use dialogue, narration, etc. to tell stories. It’s about the dynamics at play with the visual language. The best storytellers in film and video know how to tell powerful and touching stories visually in tandem with words, acting, and all the elements found within the visual media.
Next up: Video, Part 3: Deconstructing the Montage
Previously: Video, Part 1: Setting the Bar Higher Than Viral
In much of undergraduate education, enrollment management is where the heavy lifting for marketing takes place. It is the unit responsible for undergraduate enrollment revenue, which is usually the largest revenue stream for a private college or university. The marketing focus of enrollment management is on the “admissions funnel,” the model that visually describes moving prospects down through the admissions process and into the university’s enrollment.
Marketing as an organization in higher education provides branding and marketing leadership for the institution. While the functions of marketing may be decentralized, there typically is a central marketing department that is focused on supporting enrollment marketing units campus-wide, helping to drive prospects into and down the various admissions funnels at the institution through advertising, publications, and the Internet.
While I am a believer in an integrated marketing program for colleges and universities that combines enrollment and marketing leadership–I led such a program as chief marketing and enrollment officer–it is not usually the case in higher education. Enrollment management has the leadership role of driving enrollment revenue, with support from marketing. This common model elevates the position of chief enrollment officer and makes it vital for a college or university to have a healthy and effective enrollment management program.
After 20 years as a chief enrollment officer, I’ve come to believe there are seven essentials for a successful enrollment management program:
- RESEARCH: on best practices, your competitive set, who you are as an institution (your dashboard plus dozens of other data), trends, SWOT, etc., etc., etc.
- PLAN: marketing plans that cover mission, SWOT, goals, target markets, marketing mix, and action plans. (See Planning for Changes in the Market. Marketing. It’s More than Promotion. The Marketing Plan: Navigating Your Way.)
- SYSTEMS: Your organizational charts have to make sense. Your admissions, retention, financial aid, and records systems have to be efficient and effective, and they have to allow for communication with each other and with other units outside the enrollment management division.
- PEOPLE: Quoting Jim Collins, “Do you have the right people on the bus, the right people in the right seats, and the wrong people off of the bus?”
- POLICIES AND PROCEDURES: You may have the right people in the right seats, and may have good systems in place in your departments, but if your policies and procedures are not student-oriented, your recruitment–and especially your retention efforts–will be impeded.
- PROMOTIONAL STRATEGIES: Do you have enough of a left brain to put into play the very best enrollment management, admissions, and marketing strategies, and enough creative right brain to find that something extra to put you ahead of the competition?
- STRONG LEADERSHIP: This is about being a strong leader on campus to represent enrollment management. It’s about securing resources for your team. Being a strong enrollment leader is more than just being effective with the six parts listed above. It’s about your enrollment leadership being more than the sum of those parts.
Of course, these seven essentials won’t be effective and productive if you have brand reputation problems, you have an inconsistent message and visual look, your academic programs are not competitive, your location is not appealing, etc. In the end, marketing higher education is much more than just promotional strategies, and is deeply impacted by the perceived quality of your institution, programs and people.
This is Part Two of a series called, Marketing in the Wonderful and Wacky World of Higher Education.
UCLA spends $1.2 million on an advertising campaign targeted to lawmakers in Washington, D.C., and the University of California system sets aside $4 million for a campaign to get the word out about the value of all the UC campuses. When questioned, a strategist for the UC President says,
“Marketing is not a dirty word.”
Wow. In just six words, the UC President’s office has summed up the history and status of marketing higher education; which leads me to title Part Two of Marketing in the Wonderful and Wacky World of Higher Education:
Marketing Used to be a Dirty Word. Now It’s a Necessary Evil.
In higher education it’s the faculty who hold the political power, or think they should. Historically, faculty members in the arts and sciences–the core of the university–are the ones who have had that power. They ruled absolutely when the academy was about a liberal arts education, not professional preparation; when a liberal arts education was an end to itself, preparing one for life. Colleges and their faculty held an attitude of “teach it and they will come.” There was little concern about market because there were plenty of students, especially with the GI Bill. But things began to change.
Over the years, because of societal changes and the increasing cost of a college education, professional preparation invaded universities, and liberal arts educational ideals were relegated to the core curriculum. Competition increased for sometimes dwindling numbers of prospective students, and colleges began to tap into marketing activities. Glossy viewbooks and videos became the norm; enrollment management began as a profession.
Now, competition on all levels is fierce, and marketing and branding activities are considered normal at universities. But these activities still aren’t always held in high regard by the academy which is by nature very slow to change.
It might be said that marketing is to faculty what American Idol may be to Kanye West: beneath him, but necessary to launch his new album. But this attitude raises issues of control. Faculty may see the need for marketing, but their beliefs about higher education (it’s their brand), coupled with their skepticism regarding marketing, may lead to policies and procedures requiring signficant input into marketing and branding decisions. On some campuses, this means committee approvals.
An internal marketing environment like this creates a need for a strong marketing leader who is able to help the university find its brand and to refine its marketing activities; define for the campus what marketing is (see earlier post, Marketing. It’s More Than Promotion); and help the institution develop a market perspective throughout the university. Importantly, it requires a marketing leader to create positive faculty relationships in order to successfully collaborate and navigate university systems.
The UC strategist was right. Marketing is no longer a dirty word. But because of its history and power structures, higher education remains a challenging profession for marketing leaders.
Part One of the series: Shared Govenance. Management is not strictly top-down.
It was one of those movie moments I will never forget. I was at the cinema watching the movie, Platoon. Director Oliver Stone had just put me through what seemed like hours of the hellacious climactic night battle with the Viet Cong, told ground-level in tight shots from the perspective of U.S. soldiers trying to hold off the enemy. The sequence was brutal, terrifying, and unrelenting.
Mercifully, the battle was over. It was morning. From ground level, the camera panned the landscape showing the carnage of what had taken place in the darkness. And then it happened. The camera revealed and held on a doe standing alert in the steamy jungle clearing looking like it was trying to figure out what this was all about. The innocence of that deer took my breath away as the shot contrasted the beauty of nature with what men had done to each other. In that moment, I comprehended in a new way the destructiveness of man compared to how things should be. It blew me away.
This moment of clarity was a combination of the director’s brilliance and my brain comprehending it. It worked on a poetic level for me because the right side of my brain performed a “high concept” activity seeing not a literal doe standing in a field, but rather a statement that connected “seemingly unrelated ideas into something new.”
Such is the subject of the 2006 book that I read last year, A Whole New Mind: Why Right Brainers Will Rule The World, by Daniel H. Pink. Affirming and describing right brain functions, Pink talks about how we are leaving behind the Information Age and emerging into the Conceptual Age. He focuses on six essential aptitudes “on which professional success and personal satisfaction will increasingly depend: design, story, symphony, empathy, play, and meaning.” The book spends its time defining these senses and giving exercises for the reader to sharpen them.
It is an age animated by a different form of thinking and a new approach to life–one that prizes aptitudes that I call “high concept” and “high touch.” High concept involves the capacity to detect patterns and opportunities, to create artistic and emotional beauty, to craft a satisfying narrative, and to combine seemingly unrelated ideas into something new. High touch involves the ability to empathize with others, to understand the subtleties of human interaction, to find joy in one’s self and to elicit it in others, and to stretch beyond the quotidian in pursuit of purpose and meaning.–Pink
Since beginning this blog, I’ve been wanting to write about this book and this conceptual age when design and story become more important than ever. Think about what’s been happening in marketing. Think Target doing a brand makeover and becoming “Targét.” Think Kleenex setting up couches on busy street corners for people to tell their story. Think Chrysler selling the 300 as though it’s a work of art.
Think Ford. On April 4, in his blog, The Social Media Marketing Blog, Scott Monty, head of Social Media for The Ford Motor Company, wrote “Everyone’s Got a Story.” In this blog post, Monty describes Ford’s campaign, “Mustang Stories,” and includes the winning essay from a U.S. soldier in Iraq. Monty’s right on. Storytelling connects with people, just like cars connect with people. Having customers talk about their love affair with their car is more than effective, it’s meaningful.
I’ve found this to be true in affirming history and shared values in a university community. In revamping our quarterly magazine for alumni and friends, we determined that we would tell our university’s story through the stories of our alumni and students. Many university magazines talk issues and news. Some do it really well. Our decision to tell stories, however, created an award winning magazine that was a hit with alumni and friends. We told compelling stories and our readers made the connection that the university helped make that life story possible. We told stories of older alumni who sacrificed to make the world a better place, and we told stories of young alumni success. One of those stories was of BJ Birtwell, who was behind the marketing of the Chrysler 300.
I’ll be writing more about this book. For those of us marketing higher education, its messages are worth noting.

Photo courtesy of David Riley Associates
It’s the place I’ve called my career home, this wonderful and wacky world of marketing higher education. For the uninitiated, there’s another world behind the student experience curtain, and there are a few things you should know if you are interested in being a marketing and enrollment management leader in higher education.
Part 1: Shared Governance. Management is not strictly top down.
A college or university is an academic community. Faculty own the place. Well, at least that’s their perspective. While the degree of that perspective will vary by institution, make no mistake, it’s at play at every college or university. The political power of the organization lies with the faculty. They own the academic curriculum, the core product of the institution. This sense of ownership is made credible by accreditation associations that promote the idea of shared governance, which basically means the faculty should play a key role in the life of the university.
In that way, a college or university is less like a for-profit corporation and more like a hospital or news organization where there is a professional core that understand their role as being central to the mission of the organization. Think doctors, journalists and professors. Their roles at their institutions are really quite similar. They perform the core function of their organizations and they have to deal with administrators or editors whom they tolerate at best. I know. I’ve been on both sides as a faculty member and an administrator.
So, what’s this all mean for a marketing and enrollment management leader in higher education? You’re going to have to deal with committees–a lot of them–composed of faculty from across disciplines. At some colleges, there will be a shared governance expectation that a committee will sign off on your marketing and branding strategies. Implementing anything comprehensively on a university campus takes political savvy and a network of productive relationships with faculty leadership and administrative colleagues. Once you develop a solid network of leaders on campus, they’ll be your partners in the good times, and will be able to vouch for you during those challenging times.
So, excellent interpersonal skills are a huge plus. Use them as you develop those faculty relationships, which I’ve often found to be the most interesting. And here’s the positive in all of this…Where else in a work environment would you be able to have a conversation on Monday with an artist, on Tuesday with a political scientist, on Wednesday with an economics professor, on Thursday with a filmmaker, and on Friday with a psychologist? Of course, you may then have deal with the dynamics of having them all in the same room for your committee meeting.
If you don’t have good interpersonal skills to navigate shared governance? You may want to schedule more time with that psychologist…
Next in the series:
Marketing Used to be a Dirty Word. Now It’s a Necessary Evil.
Higher Ed. Where Consumers Are Also Students.

Photograph by Caleb Coppola (Flickr)
I often have to travel the freeways in southern California. This comes as no surprise to anyone who lives here. Traveling on So Cal freeways is a challenge. So I do two things. First, I do my research online to see what’s happening on the freeways since I have route choices to make along the way. Second, I bring all of my years of experience in navigating those highways with me. I know the shortcuts, detours, back roads, etc. in case there’s an accident, or traffic looks to be stop and go for awhile (the norm). Although I will prod along in traffic, I just don’t sit well there taking my lumps. I like to find a creative way out of the situation, if indeed there is another way to get to my destination. Planning and experience–a required combination for successfully navigating the freeways here in the greater LA area.
Planning and experience are also vital for leading higher education marketing and enrollment management. My blog post on April 13 gave the basics on doing marketing plans for a college or university and its programs. Now, here’s one example of how it has worked for me.
Marketing teacher education programs in California during this decade has been similar to trying to get from point A to point B on southern California freeways. Education deans and marketing directors have had to navigate a turbulent teacher education market impacted by varying market conditions, changing teacher preparation requirements by the state, and demographic losses. For a chief enrollment officer, that creates a challenge to forecast enrollment and revenue numbers for the following year or for years to come.
When I took over as vice president for enrollment management and university advancement for Vanguard University of Southern California in 2001, my team and I began meeting with the dean of the graduate school and the director of the graduate education program to write the marketing plan for the education program. It was a small program, but growing in a market that was exploding with a need for teachers. The program had an excellent reputation with local school districts, one of which was one of the largest districts in the state. These districts loved our students. Additionally, the program was garnering a reputation as a leader in the state in being among the first to be accredited under new state requirements for teacher credentials. Enrollment rose by 46% to full capacity in two years. So, it was all good. For the moment.
Changing state requirements were only part of the market picture. In the midst of the growth, school districts were authorized by the state to grant emergency credentials to new teachers who had not been through a teacher education program. Then, the demand for teachers dissipated. The enrollment bubble that was going through our elementary schools was gone. (This is the same group of students that has been fueling enrollment growth at California colleges and universities–referred to as Tidal Wave II–that will exit undergraduate education in 2011.) Added to the end of this enrollment bubble was a movement of young families who were choosing either to leave the state or to move inland away from coastal communities because of cost of living.
Due to thorough planning, all of these changes were anticipated by the director of the grad education program. Thus, we were able to develop promotional strategies to address market shifts, the graduate program could shape their program to meet market needs, and the graduate education director and myself could accurately project enrollment and revenue for the university.
Our journey on that graduate education highway was much like my freeway travels, and it is a great example of teamwork between an academic program and marketing/enrollment management. We planned where we wanted to go, anticipated trouble, and had the experience to make adjustments along the way. As a result, the program’s enrollment dipped only one year. It held steady overall due to an excellent academic program and smart work by both the academic program and enrollment management/marketing.
Marketing plans aren’t academic exercises. They are collaborative, creative, illuminating and practical. They are absolutely necessary to be successful in marketing higher education.

The marketing world is abuzz about new media and how the marketing rules are changing. Did you anticipate these changes? Are you on the leading edge of adapting to these changes?
Are your enrollment management, marketing, public relations and university advancement organizations fluid enough to make changes to your strategies? Do you have the right people in the right seats on the bus for this new marketing world? How are you going to shift?
Do you have a plan–a marketing plan–that addresses these market shifts? Do you have multiple plans, i.e., plans for your programs?
Building marketing strategies for higher education is really the process of building marketing plans for a college or university and its academic programs. A marketing plan is a distinct planning document from the institution’s strategic plan. It flows from it. As chief marketing/enrollment officer, your stamp of approval should be on the marketing plan, because it will set the course for the coming year (and beyond), and will largely determine whether or not you will be successful.
Constructing the plan is an illuminating, step by step collaborative process. A marketing plan should not be written by one person at their computer. If we’re talking about an academic program’s marketing plan, academic leadership must weigh in and own the plan as well. If we indeed define marketing as being about both product and promotion, there’s just no way around it.
Informing the entire process is research–a lot of it about market forces, competition, and your customers, be they students, prospective students, alumni, donors, community leaders, etc. This research, if done thoroughly, will suggest many of the decisions you make in the plan.
The basic components:
- Mission Statements–keep marketing tethered to them
- Situation Analysis
- Background–what’s been going on with the program and the marketing of it?
- Normal Forecast–All things being equal, what may we expect to happen?
- Market Opportunities–anticipate current and future opportunities
- Market Threats–what threatens the program’s well-being?
- Institutional/Program Strengths–list them all
- Institutional/Program Weaknesses–be honest, but not politically naive
- Goals and Objectives
- Marketing Assumptions–e.g., tuition will increase by no more than 3%; predictive model will be tweaked
- Objectives–e.g., enrollment will increase by 2%
- Marketing Strategy
- Target Markets–primary, secondary, tertiary
- Marketing Mix
- Product–what are you going to do to create a better product for your students?
- Place–delivery systems: status quo or are changes being explored?
- Promotion–develop your strategies, list new ones, e.g., social media campaign?
- Price–tuition and financial aid: how much and how communicated?
- Action Plans
- Implementation–when, by whom, how much?
- Assessment–how and when will we know that the strategies were successful?
As you can tell, the traditional SWOT analysis has been turned upside down, per the recommendation from Robert A. Sevier in his 2001 book, Thinking Outside the Box: Think Strategically, Act Audaciously, Communicate aggressively. (What a great title!) Its principles and consideration of some of the systematic and organizational issues that affect higher education marketing set this book apart from others. Sevier’s belief that a SWOT analysis ought to begin with market opportunities and threats and then proceed to university or program strengths and weaknesses is a practical recommendation to keep us focused on shaping our institutions and programs to meet the needs and wants of the market. I think this reversal is helpful in marketing higher education.
By the time you are finished with this research and planning process, you’ll have your marketing strategies for the coming year. The game will now shift to the important phase of executing your plans and managing them–a phase in which your interpersonal and political skills will be required for your plans to be successful.
Last week, I was tuned to the Los Angeles PBS radio station and was listening to Larry Mantle’s popular and well-respected morning show, AirTalk (Larry is a long-time friend and campus radio broadcasting partner from college days). Patt Morrison’s show followed, and I heard that one of her subjects was about college admissions during this recessionary period. I stayed tuned. Her guests were Katherine Harrington, dean of admission and financial aid at USC; Mae Brown, director of admissions at UC San Diego; and Rick Shaw, dean of admission and financial aid at Stanford. It’s an interesting discussion. All three institutions are in peak demand, and do not anticipate that the recession will negatively impact their final admissions numbers. On this point alone, they are unlike many institutions this year that have adjusted their tuition revenue numbers because of concerns about families’ abilities to pay for college right now.
Stanford offered admission to only 7% of its applicants this year. Their aggressive financial aid policies, announced in February 2009, almost guarantee that the recession will not have a negative impact on their freshman class. This from the Stanford website:
Zero Parent Contribution for Parents with Income Below $60,000. For parents with total annual income below $60,000 and typical assets for this income range, Stanford will not expect a parent contribution toward educational costs.
Tuition Charges Covered for Parents with Income Below $100,000. For parents with total annual income below $100,000 and typical assets for this income range, Stanford will ensure that all tuition charges are covered with need-based scholarship, federal and state grants, and/or outside scholarship funds.
More Generous Method for Determining Family Contributions. Our methodology for calculating the expected family contributions for all applicants has been revised to be significantly more generous, while remaining true to the principles of need-based, equitable distribution of funds. Changes include: capping the amount of home equity in the parent asset calculation at 1.2 times the amount of total annual income; increasing the portion of total parent assets that are protected against assessment, for most families; adjusting the parent income calculation to reflect the higher cost of living in certain parts of the country; dividing the total calculated parent contribution evenly among multiple siblings in college; decreasing the assessment rate for student assets from 25% to 5% per academic year.
Students Not Expected to Borrow to Meet Educational Costs. Students are no longer expected to borrow student loans as part of their financial aid packages. Instead, students can cover their expenses by working part-time during the academic year, with a standard earnings expectation of $2,500. The typical hourly wage for student part-time employment on campus is $11 per hour. At this rate, students would need to work an average of 7.5 hours per week to meet the earnings expectation.
Aggressive. Demands our respect. Great marketing move.
Even though this decision by Stanford to aggressively use its endowment and fundraising campaign to aid its students should be commended for its ethics and its higher education policy implications, it is a marketing power move by a major player in higher education. Long known as the Ivy League school on the west coast, Stanford gains all that positive press as a moral leader in the world of student financial aid, keeps in step with Harvard, Yale and Dartmouth; gains political points in government relations at a time when the cost of attending college has been gaining more government attention; becomes more appealing to the nation’s top prospective students; etc., etc., etc. In other words, a shrewd marketing strategy.
Obviously, financial aid is a major component and concern of any university’s CFO. But like Stanford and USC, over the last 15 years, more and more universities have placed their financial aid operations under the enrollment management umbrella because it is a key tool in marketing higher education. It is the most important piece of the recruitment game. It plays a huge role in how students make their decision on where to go to college.
Earlier in the adoption cycle, after much research on the subject, after multiple debates with colleagues at national conventions, and after persuading senior administrators and the finance committee of the board of trustees, I was able to get our university to shift to a financial aid leveraging program with a certain, well-known vendor. It was a controversial decision because of the program’s emphasis on students’ willingness to pay, which depends on where financial need and academic ability intersect. It’s also controversial because it takes a detour from the financial aid purist’s point of view that aid should be awarded for calculated financial need and not on merit alone; a view that is more easily held by those institutions that meet full need in their financial aid packages. However, in our situation, we actually offered more need-based aid–and more aid overall–with the financial aid leveraging program than we previously offered.
Since that decision to go to financial aid leveraging in the mid-1990s, we were able to grow the enrollment, raise the academic profile of the freshman class, more accurately project tuition revenue, and be much more competitive with our aid offers. The branding implications cascade from there. Since that time, many more institutions have followed suit and have adopted a leveraging model for financial aid. But that decision back then was a marketing decision. Sure, it had financial and educational policy implications. But it was at its core a marketing decision, and another example of the impact marketing decisions have on an institution of higher learning.


Even his examples of brands that do not need branding are evidence of brilliant branding (e.g. Apple). His claim that colors, logos, and the like (for instance, costumes and art direction in the I’m a Mac television commercials) don’t matter to consumers, or make a difference in branding campaigns, flies in the face of research on consumers, media, and on how our brains work. Only someone operating with half a brain (the left side) could make such a case.
I recently listened to an audio interview on the blog,
It was 1998 and I was directing the rollout campaign for Southern California College as it was changing to a new administrative model and a new name, Vanguard University of Southern California. The campaign was moving along well with good feedback overall from our constituencies, many of whom we had surveyed. 


In April, I wrote a post titled, 



My background includes media and the arts, so it occurred to me: a higher education marketing plan is not theatre. It’s more like film in how it’s executed.











