The PTM Managing Transitions Models
The Mission Statement for Proactive Transition Management is two-fold:
1) To provide the most creative, results-oriented, and cost-effective advice and assistance in strategic planning, branding, fundraising, enrollment management, community relations and executive compensation and evaluation for colleges and universities.
2) To conduct a comprehensive executive search that engages and invigorates the entire campus community and key external stakeholders and that results in hiring a new president, vice president, or dean whose skills and leadership style align with the needs, ethos, and strategic direction of the college or university and to provide results-oriented executive coaching.
Aligning Expertise with Ethos
To support these two areas of expertise, PTM has designed four models to maximize effectiveness in balancing order and change; each model is grounded in diffusion and adoption of planned change theory and in systems theory. The four PTM Models are Strategic Planning (click on Strategic Planning), Executive Search (click on Executive Search), Managing Change (click on Managing Change), Retention Strategies (click on Retention Strategies) and Executive Compensation and Evaluation (click on Compensation and Evaluation ). Each model has four integrated components:
Assessment: Whether the focus is strategic planning, managing change, retention, executive searches, or professional coaching, PTM models begin with an assessment – reviewing planning documents, budgets, fund raising reports, and enrollment data and conducting focus group interviews with senior administrators, faculty, staff, students, trustees, alumni, and community leaders to evaluate current strengths and weaknesses for colleges and reviewing planning documents, financial statements, marketing strategies and operations plans; as well as conducting focus group interviews with senior management for privately-owned businesses.
Strategy: The assessment will be followed up by additional focus group interviews to identify opportunities for strategic initiatives or to envision diverse scenarios for future growth for the college or universityas well as to focus on a specific project. PTM will submit a detailed document reviewing assessment data and synthesizing the envisioning scenarios into strategic directions for the organization.
Management: The strategic plan with its assessment and scenarios will serve as a basis for PTM consulting on specific projects, addressing specific problems, conducting an executive search, developing a rentetion strategy, or designing an executive compensation matrix or evaluation process. PTM utilizes best practices adapted from business and corporate models for managing transitions which produce transformational change.
Renewal: Organizations have dynamic and interactive qualities which makes it essential that responses to internal or external changes be rooted in their core values and corporate culture. The PTM Models integrate what some systems theory scholars term “autopoiesis.” Autopoiesis is the characteristic of living systems and organizations to adapt to a constantly changing environment by continuously renewing themselves and regulating this process so that the integrity of their structure is maintained. Pursuing strategic initiatives, searching for a new executive, or providing professional coaching should be an act of institutional renewal and should be regulated and guided by the ethos and ethical underpinnings of the institution. When viewed as a systemic response to internal or external change, managing transitions becomes a necessary, exciting, and productive way to enable organizations to seize new opportunities, to pursue their destiny and to fulfill their mission.