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Advising Technology Procurement & Planning: A Practical Playbook for Higher Education Leaders

Full Publication, Tools, and Resources

Why do some technology-mediated advising efforts succeed, while others tread water or fail?

Research from The Ada Center and the Advising Success Network has revealed that products themselves are rarely the culprit of challenged initiatives. Instead, how institutions approach—or re-approach—advising technology initiatives is far more consequential. Advising Technology Procurement & Planning: A Practical Playbook for Higher Education Leaders is a research-based guide developed to help institutions strategically plan for and invest in advising technology. Explore the full publication and associated tools and resources below.

Cover of a book titled 'Advising Technology Procurement & Planning: A Practical Playbook for Higher Education Leaders' with a green background and faint grid and people image.
Cover of a book titled 'Advising Technology Procurement & Planning: A Practical Playbook for Higher Education Leaders' with a green background and faint grid and people image.

About the Playbook

Based on research from over 40 institutions that have implemented a wide range of advising technology tools, Advising Technology Procurement & Planning addresses how institutions can most effectively approach their advising technology investments to support and sustain student success at scale.

Leveraging select case studies, practical tools, and ready-to-use templates, the Playbook provides step-by-step guidance for leaders and teams seeking to procure new advising tools or hoping to get an ongoing technology-supported effort back on-track. The report is organized across four major phases of the advising technology planning and procurement process:

Four colored sections with titles outlining steps in a technology purchase process: Planning for an Advising Technology Purchase, Turning Vision into a Clearly Scoped Project, Evaluating Vendors and Products, Choosing the Right Technology.
Four colored sections with titles outlining steps in a technology purchase process: Planning for an Advising Technology Purchase, Turning Vision into a Clearly Scoped Project, Evaluating Vendors and Products, Choosing the Right Technology.

Advising Technology Procurement & Planning: A Practical Playbook for Higher Education Leaders was published in partnership with the Advising Success Network and through generous support from the Gates Foundation.

For more information about the Playbook, related tools, or The Ada Center, please fill out the inquiry form below.