Leadership Development Resource Center
Materials for developing and supporting academic leaders
This resource center shares a collection of leadership development materials, compiled during over 100 research interviews with senior academic leaders, association heads, and directors of on-campus and external programs. The materials—documents, templates, samples, and tools developed at colleges and universities across the country—are organized in two ways: 1) by sub-topic area and 2) according to the role (e.g. chair, dean) that the materials support.
Because creating effective leadership development programming often requires a substantial time investment, this resource center can be used as a starting point, or it can serve to build on existing on-campus programming.
EAB Resources
These resources were compiled through EAB interviews and analysis.
- Selected readings on leadership development: Publications and articles recommended most often and most strongly by research contacts.
- Guide to assessment instruments: Guidance on self-assessment tools, the 360-degree assessment process, and a list of assessments commonly used for leadership development purposes.
Institution-Provided Resources: Tools for Developing On-Campus Programming and Support
The resources below were provided by research contacts at colleges, universities, and state systems. You can explore resources by topic or by role.
Tools By Topic
Action learning projects
Action learning projects are typically included as a component of programs for high-potential leaders. Projects provide participants with “stretch roles,” which allow them to apply their skills to an unfamiliar functional area and/or to build new skills. Project topics often focus on an area of strategic importance, thereby contributing to an institution-wide initiative while also providing a development opportunity for participants. Action learning projects are usually completed in small groups of four to eight participants, facilitating interaction between individuals from various departments and functional areas of the college or university.
Senior administrators are often assigned to action learning groups as “project sponsors,” providing contextual information and guidance on project scope and progress. Some institutions also designate one member of each action learning group as a participant-coach. Participant-coaches create time and space for group members to reflect on the action learning project process, suggest course corrections, and recognize lessons-learned.
- Guide for Action Learning Project Participants and Sponsors Covering Responsibilities, Project Purpose, and Outcomes
(Minnesota State Colleges and Universities) - Project Proposal Form Completed by Senior-Level Executive Sponsors
(Minnesota State Colleges and Universities - Outline of Executive Sponsor’s Role and Responsibilities
(Minnesota State Colleges and Universities) - Participant-Coach Self-Reflection Framework
(Minnesota State Colleges and Universities)
Case studies
Case studies or “business cases” are learning tools used to teach analytic skills such as problem-solving and decision-making in particular contexts. Often, case study analysis is not focused on participants reaching a “correct” answer or recognizing clear cause-and-effect relationships; instead, the aim is for participants to explore each situation, hypothesizing various approaches to addressing the issues presented in the case scenario.
Case study exercises can be particularly effective when conducted in small groups of six to ten participants. This setting allows participants to practice skills related to teamwork, communication, and consensus-building, while also honing their analytical skills. Some institutions have had success creating home-grown case studies based on real-life scenarios that campus leaders have faced.
- Home-Grown Case Studies for Mock Executive Meeting
(Centralia College) - Case Studies for New Chair Training
(Michigan State University) - Case Studies Targeting Institutional and Departmental Culture
(University of Washington) - EAB Summary of In-Basket Team-Building and Prioritization Exercise
(Committee for Institutional Cooperation) - Education Case Study Exercises for Purchase
(Harvard Graduate School of Education)
Choosing external partners
External consultants and partner organizations can be useful resources for institutions in developing and delivering on-campus leadership development programming. However, because external partners lack institutional knowledge and context, program leaders should ensure that the topics and skills being taught by external partners align with the objectives of the leadership programming and with institutional goals. Also important is selecting programming that is carefully structured and incorporates adult learning techniques.
- One-Page Selection Guidelines for Vetting External Vendors and Programs
(University of Texas System)
Development planning
Development planning is focused on helping employees cultivate strengths and new skills that will be useful in both current and future leadership roles. Fundamentally, development planning involves three steps: 1) identifying development objectives; 2) determining relevant internal or external development opportunities; and 3) reflection on training, progress, and appropriate next steps.
Development planning resources include templates for individual development plans and also tools that assist faculty or staff with their own development planning, such as self-guided questionnaires.
- Individual Development Assessment Tool for Rising Community College Leaders
(Houston Community College) - Self-Guided Interview Questions for New Chairs
(University of Nebraska Kearny) - Informational Interview Plan for New Administrators
(Fayetteville Technical Community College)
Examples of just-in-time support resources
In addition to a year-long skills-focused curriculum, new chairs can be supported through easy access to policy and procedural information which is available on a “just-in-time” basis—as soon as an issue or question arises. Such support resources can include detailed guidance for frequently asked questions, commonly used communication templates, sample readings, and administrator handbooks.
- Comprehensive Resource Portal for Chairs
(Kansas State University)
Example chair handbooks
- Links to important forms
(Ohio State University)
Labor-saving leadership communication templates, embedded in online administrators’ handbook (Florida State University)
Executive coaching
Different than in decades past, executive coaches are commonly used in the corporate world to support already high-performing leaders and encourage speed-to-readiness in a new role, rather than for remediation purposes. A number of higher education institutions have started offering coaching services as a benefit to senior leaders such as deans. Within higher education, it is critical to “norm” senior leaders to the practice of using executive coaches to support already high-performing staff. One approach that institutions have used to smooth transitions, and to signal that coaching is not solely for remedial use, is to offer “transition coaches” as standard practice when individuals step into a new senior leadership role.
Institutions can further support executive coach use by putting into place a structure which makes it easy for leaders to identify and contract with a local executive coach. Institutions that have worked with executive coaches strongly recommend that coaches have familiarity working in the higher education setting.
- Starter-Kit for Establishing an In-House Transition Coaching Program
(Ohio State University) - Overview Document on In-House Transition Coaching Process for Deans
(Ohio State University) - Brochure on Executive Coaching Program
(Ohio State University)
Hiring and performance management
Progressive institutions are making additional investments during pre-existing hiring and performance review processes to support academic leaders in their development. These additional efforts assess faculty candidates with potential for future leadership in mind, or provide current leaders with comprehensive feedback from a broad range of stakeholders.
- Decanal Review Form from Open-Participation Feedback Process
(University of Texas at San Antonio) - Pre-Hire Screening Rubric for Tenure Track Faculty
(Loyola University Chicago)
Marketing and program promotion
Email alerts and informational flyers inform and remind the campus community about leadership development opportunities. When such reminders are sent by senior academic affairs officials (e.g. provost or president), in-house leadership programs garner greater credibility with faculty members and potential participants.
- Informational Flyer
(Itawamba Community College) - Invitation Letter from College President
(Itawamba Community College) - Introductory Marketing Email for Consortium Program
(Centralia College)
Program evaluation
Periodic program evaluations assess the topic relevance and delivery efficacy of leadership development programming. In addition to end-of-year evaluations, post-session evaluations assess particular speakers or exercises.
- Survey of Supervisors of Leadership Development Program Participants
(Houston Community College) - Post-Session Program Evaluation Survey
(University of Texas at San Antonio)
Sample application forms
Applications screen interested participants for appropriate levels of experience and commitment to development; they also allow program directors to craft a cohort of participants most likely to learn from each other.
The sample applications provided below include varying components, including participant contracts and essay requirements. Some leadership development programs allow for two types of applications: self-nominations and supervisor recommendations. Forms may also state the time commitment required of program participants, and/or require supervisor approval, in order to ensure that participants and their supervisors are aware of program requirements.
- Application Form with Participant Contract
(Itawamba Community College)
Session facilitation
Designing leadership development content that is skills-focused and relevant is necessary, but not sufficient, for providing effective training and support to academic leaders; development must also be skillfully facilitated. Day-long modules should be interactive and broken up into “lecturettes,” with frequent discussion periods that prevent delivery from being overly didactic. Program leaders can help ensure that small group discussion is constructive and aligned with learning objectives by pre-establishing rules and norms.
- Ground Rules for Small Group Meeting Sessions
(University of North Carolina at Chapel Hill) - Guide for Administering Day-Long Leadership Modules
(University of Texas at San Antonio)
Tools By Role
Additionally, the above resource center materials have been organized into role-specific categories; members looking to develop specific constituencies within their institution will find this organizational structure useful.
Chairs
Department chairs play a major role in making decisions that ultimately impact whether institutions meet major, longer-term strategic goals; one study concluded that 80 percent of institutional decisions take place at the departmental level.
Despite the number and magnitude of decisions that chairs make on a daily basis, most receive surprisingly little preparation for their new role, when contrasted with the preparation provided to managers with a similar level of responsibility in other sectors. Outside of academia, those in leadership roles typically begin getting supervisory experience early on in their careers; new leaders also receive ongoing, formal support and feedback to assist them in developing as managers. In contrast, faculty often spend decades in academia before becoming chair, and frequently the position is the first time they have assumed major management responsibilities.
While only a small fraction of chairs receive any formal training before moving into their role, progressive institutions provide ongoing development to chairs through a year-long curriculum focused on building management skills, rather than a one-time training at the beginning of the year. Training sessions are most effective when content delivery is grounded in the tenets of adult learning theory; interactive sessions that use case studies and simulations are more likely to have a lasting impact on participants.
Best-practice institutions also make policy and procedural information available to chairs on a “just-in-time” basis, rather than conveying it all at once through a didactic orientation. Online resource portals for chairs—including answers to frequently asked questions, key dates and events, and templates for common correspondence—provide critical information to chairs when they need it, and in a format that is easy to access and navigate.
Session facilitation
- Ground Rules for Small Group Meeting Sessions
(University of North Carolina at Chapel Hill) - Guide for Administering Day-Long Leadership Modules
(University of Texas at San Antonio)
Case studies
- EAB Summary of In-Basket Team-Building and Prioritization Exercise
(Committee for Institutional Cooperation) - Case Studies Focused on Institutional and Departmental Culture
(University of Washington) - Case Studies for New Chair Training
(Michigan State University) - Education Case Study Exercises for Purchase
(Harvard Graduate School of Education)
Program evaluation
- Survey of Supervisors of Leadership Development Program Participants
(Houston Community College) - Post-Session Program Evaluation Survey
(University of Texas at San Antonio)
Examples of just-in-time support resource
- Comprehensive Resource Portal for Chairs
(Kansas State University)
Example chair handbooks
- Links to important forms
(Ohio State University)
Labor-Saving Leadership Communication Templates, Embedded in Online Administrators’ Handbook (Florida State University)
Development planning
- Individual Development Assessment Tool for Rising Community College Leaders
(Houston Community College) - Self-Guided Interview Questions for New Chairs
(University of Nebraska Kearny) - Informational Interview Plan for New Administrators
(Fayetteville Technical Community College)
Deans
For a variety of reasons, the leadership development approaches that work best for chairs—such as classroom-based instruction and peer mentoring—are not the best strategies for developing deans. New deans usually step into the role with significant prior academic leadership experience, and thus their strengths and development needs tend to be less uniform than those of new chairs. The dean role can also vary significantly from college to college, even within the same institution. Further, even at a large university, only a few new deans assume leadership each year, which makes developing and sustaining a cohort-based program for new deans logistically untenable. For all of these reasons, deans require development approaches that are more individualized and self-directed.
To provide individualized development support for deans, progressive higher education institutions are making “transition coaches” available to new deans as standard practice. These institutions know that it is critical to educate senior leaders about the practice of using executive coaches to support staff who are already high-performers, and to contract with executive coaches that have significant experience working in the higher education setting.
In the dean role, direct and specific development feedback becomes potentially more important, but also more infrequent and unreliable. By implementing a focused feedback system that allows a range of department stakeholder to submit upward feedback, progressive institutions provide deans with actionable, constructive criticism that is aligned with the dean’s scope of responsibilities and the strategic goals of the college.
Executive coaching
- Starter-Kit for Establishing an In-House Transition Coaching Program
(Ohio State University) - Overview Document on In-House Transition Coaching Process for Deans
(Ohio State University)
Hiring and performance management
- Decanal Review Explanation and Questions for Open-Participation Feedback Process
(University of Texas at San Antonio)
Hi-Potential leaders (Hi-Pos)
Cohort-based programs designed specifically to develop a cadre of faculty and staff leaders at the institution who are ready to move into senior leadership roles are known as high-potential development programs or “Hi-Po” programs. Hi-Po programs are aimed at accelerating the development of a small group of already high-performing leaders; best-practice institutions reserve participation in their Hi-Po program for only the top five to ten percent of the institution’s emerging leaders.
Because the primary purpose of Hi-Po programs is to build the “bench” of leaders who are prepared to assume senior leadership, participant selection for these programs is based both on candidates’ current job performance and their potential for senior leadership. Institutions practiced in administering Hi-Po programs have also found that by allowing candidates to self-nominate they can surface strong candidates who may not be well known to recommenders.
Hi-Po programs can involve multiple components, such as action learning projects, off-campus seminars, and exposure to the institution’s senior leaders. A critical part of any Hi-Po program is the cohort component; regular meetings that bring together the group of eight to fifteen emerging leaders help participants to form ties that will last well beyond the year-long program.
Action learning projects
- Guide for Action Learning Project Participants and Sponsors Covering Responsibilities, Project Purpose, and Outcomes
(Minnesota State Colleges and Universities) - Project Proposal Form Completed by Senior-Level Executive Sponsors
(Minnesota State Colleges and Universities - Outline of Executive Sponsor’s Role and Responsibilities
(Minnesota State Colleges and Universities) - Participant-Coach Self-Reflection Framework
(Minnesota State Colleges and Universities)
Case studies
- Home-Grown Case Studies for Mock Executive Meeting
(Centralia College) - Education Case Study Exercises for Purchase
(Harvard Graduate School of Education)
Choosing external partners
- One-Page Selection Guidelines for Vetting External Vendors and Programs
(University of Texas System)
Development planning
- Individual Development Assessment Tool for Rising Community College Leaders
(Houston Community College)
Marketing and promoting programming
- Informational Flyer
(Itawamba Community College) - Invitation Letter from College President
(Itawamba Community College)
Program evaluation
- Post-Session Program Evaluation Survey
(University of Texas at San Antonio)
Session facilitation
- Ground Rules for Small Group Meeting Sessions
(University of North Carolina at Chapel Hill)
Faculty and staff managers
For a variety of reasons, institutions may choose to extend leadership development beyond academic affairs, to include current and emerging leaders from divisions such as student affairs and business affairs. Smaller institutions may need to expand beyond academic affairs to attain the quorum of participants necessary to form yearly cohorts. In other cases, institutions may want to assure that all leaders have basic management training for legal and compliance purposes. Administrators at institutions that are about to embark on major strategic initiative may find that, by extending development programming beyond academic affairs, they are able to get a critical mass of institutional leaders on board with new initiatives.
toctional development can be organized in a modular format, allowing participants to choose the development sessions best suited to their interests and schedule. Alternatively, cohort-based programs assist faculty and staff leaders in developing networks across the institution that help them to work more efficiently and effectively.
Sample application forms
- Application Form with Participant Contract
(Itawamba Community College)
Action learning projects
- Guide for Action Learning Project Participants and Sponsors Covering Responsibilities, Project Purpose, and Outcomes
(Minnesota State Colleges and Universities) - Project Proposal Form Completed by Senior-Level Executive Sponsors
(Minnesota State Colleges and Universities - Outline of Executive Sponsor’s Role and Responsibilities
(Minnesota State Colleges and Universities) - Participant-Coach Self-Reflection Framework
(Minnesota State Colleges and Universities)
Case studies
- EAB Summary of In-Basket Team-Building and Prioritization Exercise
(Committee for Institutional Cooperation) - Home-Grown Case Studies for Mock Executive Meeting
(Centralia College) - Education Case Study Exercises for Purchase
(Harvard Graduate School of Education)
Marketing and promoting programming
- Informational Flyer
(Itawamba Community College) - Invitation Letter from College President
(Itawamba Community College) - Introductory Marketing Email for Consortium Program
(Centralia College)
Program evaluation
- Post-Session Program Evaluation Survey
(University of Texas at San Antonio) - Survey of Supervisors of Leadership Development Program Participants
(Houston Community College)
Session facilitation
- Guide for Administering Day-Long Leadership Modules
(University of Texas at San Antonio)
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