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How to set your university’s executive transition up for success

August 15, 2025, By Paul Gunther, Principal Strategic Leader, Office of the President and Anushka Mehta, Director

Every summer higher education institutions across the country welcome a wave of new leaders. For college presidents and provosts, the months of June through August represent a season of significant change and an opportunity to set the tone for the years ahead.

For these individual leaders, the first 90 days often focus on acclimating to campus culture, building relationships, and setting strategic priorities. But from EAB’s work with hundreds of colleges and universities, we know that the success of the first 90 days rests with the advance work cabinet leaders undertake to tailor onboarding based on the new leader’s prior experience.

In this blog, we’ll explore how executive onboarding should differ based on four common leadership profiles. We’ll also share the institutional insights these leaders need to hit the ground running and build early momentum.

Four new executive profiles and how to support them

When onboarding a new president, provost, or other senior leader, one of the most important questions a cabinet can ask is: What is their background, and how does it shape their existing knowledge and needs? Below, we outline four common leadership profiles and how institutions can adapt onboarding accordingly.

  • 1

    Experienced executive, new to the institution

    Common challenge:

    • Understanding and leveraging the new institution’s culture, identity, and differentiators.

     

    Onboarding tip:

    • Provide targeted briefings on decision-making norms, cultural sensitivities, and what makes your institution unique, especially areas that differ from the leader’s previous campus.

     

    Cabinet to-do:

    • Identify one to two promising initiatives from the new leader and help tailor them for your campus context. This will help the new executive build credibility and achieve early wins.
  • 2

    First-time executive, new to the institution

    Common challenge:

    • Structuring an effective listening tour that captures timely, strategic feedback.
    • Becoming familiar with executive functions like budget processes, institutional accreditation and compliance, etc.

     

    Onboarding tip:

    • Anchor the listening tour around strategic priorities and areas of high investment.
    • Focus on financial knowledge first, the most common gap among first-time executives.

     

    Cabinet to-do:

    • Don’t stop work on initiatives while waiting for the new leader to get up to speed, especially for work that doesn’t require their oversight.
    • Brief the new executive early on urgent initiatives that require strategic decisions in first 90 days.
    • Separate but related, provide context on finance and budget mechanisms that may be required for near-term decisions.
  • 3

    Experienced executive, familiar with the institution

    Common challenge:

    • Accounting for institutional changes and new emerging challenges since their prior tenure.

     

    Onboarding tip:

    • Conduct a focused audit of changes in leadership, finances, and institutional culture to surface blind spots. Even familiar ground may have shifted.

     

    Cabinet to-do:

    • Don’t assume knowledge. Provide a clear-eyed summary of new dynamics, emerging challenges, and recent cultural shifts.
  • 4

    First-time executive, familiar with the institution

    Common challenge:

    • Understanding new financial and governance responsibilities.
    • Balancing established relationships with newfound authority.

     

    Onboarding tip:

    • Encourage the new leader to name tough trade-offs early and make visible, values-driven decisions that demonstrate decisive leadership.
    • Help them set clear boundaries with colleagues who might still relate to them as if they were in their previous role.

     

    Cabinet to-do:

    • Avoid under-supporting the new leader based on assumptions about their institutional knowledge. Offer proactive guidance on areas outside their prior role’s scope, such as financial planning and governance structures.

Start with the right questions: A guide for listening tours and strategic planning

A thoughtfully designed listening tour is one of the most valuable tools a new executive can use in their first 90 days. More than a series of introductions, it’s a strategic opportunity to build trust, surface key insights, and lay the groundwork for early credibility, not by announcing a vision, but by listening to the voices that shape the institution.

To maximize impact and avoid becoming a series of vague meet-and-greets, listening tours should be anchored to the institution’s top priorities and areas of major investment, such as enrollment, research, fundraising, and student success. This focus ensures that conversations yield actionable insight and help the new leader understand where their attention and influence are most needed. Alongside formal meetings, leaders should tap into often-overlooked sources (like board agendas, strategic plans, executive assistants, or even student media) to round out their understanding of campus culture and context.

Finally, effective listening tours close the loop. Sharing back what was heard and how it will inform leadership decisions helps establish transparency, signal momentum, and align the campus around shared priorities. Whether through a campus memo or early strategy outline, this communication demonstrates that listening was not just symbolic—it was strategic.

  • “”

    Consult with a senior research advisor

    Get help structuring your listening tour and communicating results back to campus by contacting [email protected] or your Strategic Leader.

     

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Conclusion

Executive transitions in higher ed will always be complex, but they don’t need to be chaotic. The place to spend the most time with an incoming or new executive is effectively grounding them in institutional context. If they are new to your institution, emphasize institutional context like the budget and decision-making norms. For internal candidates, focus on building understanding of new-to-them parts of the institution and their new positional role in decision-making.

EAB offers reports and analysis to provide this contextualization in key areas like enrollment (Market Insights and Enrollment Analytics Portfolio), operational efficiency (Administrative Effectiveness Index), and advancement (Advancement Benchmarking) (AIPI).

To request any of the above analyses, or schedule time to discuss support for upcoming executive transitions, email your Strategic Leader or [email protected].

Paul Gunther

Principal Strategic Leader, Office of the President

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Anushka Mehta

Director

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