Case Studies

Institutional Growth Architecture in practice.

Selected case studies showing how Stephen connects system architecture, financial performance, digital visibility, student behavior, and cross-functional institutional execution.

Outcomes reflect specific cross-functional engagements and do not imply guaranteed future results.

Case Study / 01

Naropa Growth Phase and 2025 Strategic Pivot

Cross-functional alignment across Admissions, Financial Aid, Faculty, and Marketing.

Institutional Headwind
A specialized higher-education institution needed to diversify revenue streams, expand market share, and protect enrollment resilience inside a tightening demographic landscape. Online and digital program delivery needed to scale quickly while underperforming PR contracts and legacy communication spend obscured the real growth signal.
Strategic Intervention
During the Growth Phase between 2021 and 2024, Stephen partnered across Admissions, Financial Aid, Faculty, and Marketing to translate high-intent, program-specific digital targeting into measurable enrollment movement. The 2025 Strategic Pivot reallocated legacy PR investment into a Video-First ecosystem distributed through YouTube Education and short-form social, while a Summer Summit aligned the Provost, CFO, and Admissions around priority programs.
Architecture Built
  • Growth Phase, 2021 to 2024
  • 2025 Strategic Pivot
  • Elimination of underperforming PR contracts
  • Video-First ecosystem on YouTube Education and short-form social
  • Remote leadership of a 6-person on-site team
  • Marketing automation and social management systems
  • Summer Summit with Provost, CFO, and Admissions
Outcome
Contributed to a 30% enrollment increase and helped exceed tuition revenue projections by $300K through targeted growth and enrollment alignment.
Strategic Lesson
Growth does not come only from finding new students. It also comes from repairing the institutional systems that lose them, and from reallocating budgets away from legacy spend that no longer earns its place.
Case Study / 02

Wheelock Institution-Wide Enrollment Framework

Marketing Director and Acting CMO. Largest incoming class in college history.

Institutional Headwind
Wheelock College needed an institution-wide enrollment framework that unified admissions data, digital marketing assets, content, and storytelling around a clear strategic narrative.
Strategic Intervention
As Marketing Director and Acting CMO, Stephen architected an institution-wide enrollment framework that connected admissions intelligence with disciplined digital visibility, video, and brand content. The result was a unified system in which marketing investment was no longer separated from enrollment outcomes.
Architecture Built
  • Institution-wide enrollment framework
  • Admissions data integration with digital assets
  • Content systems and editorial cadence
  • Video infrastructure at scale
  • Search and content visibility program
  • Brand and institutional storytelling
Outcome
Contributed to the largest incoming class in Wheelock College history through a framework that achieved 587% ROI, a 73% organic search traffic increase over three years, and 80+ videos produced annually.
Strategic Lesson
Sustainable enrollment growth requires the integration of admissions data, digital visibility, content systems, and institutional storytelling under one architecture.
Case Study / 03

MassBay Emergency Response and Digital Recruitment Pivot

Director of Marketing and Communications during the COVID-19 transition.

Institutional Headwind
MassBay Community College faced a sudden transition to remote operations during the early months of the COVID-19 pandemic. Recruitment infrastructure, student communications, and institutional visibility all had to be reoriented within weeks.
Strategic Intervention
As Director of Marketing and Communications, Stephen served on the President's Cabinet and the Emergency Response Team. He led a rapid pivot to digital advertising and SEO systems, established lead generation infrastructure, and educated the campus on the strategic role of marketing during institutional disruption.
Architecture Built
  • President's Cabinet participation
  • Emergency Response Team contribution
  • Digital advertising pivot
  • SEO systems for recruitment visibility
  • Lead-generation infrastructure
  • Campus education on the strategic role of marketing
Outcome
Stabilized recruitment visibility and communications continuity during institutional disruption.
Strategic Lesson
Institutional growth architecture becomes most valuable when operating conditions change quickly. The structure that exists before the shock determines what is possible during it.
Case Study / 04

Cottey College Marketing Department Build

Special Assistant to the President for Marketing.

Institutional Headwind
Cottey College needed to create a marketing department from a near-zero baseline, hire staff, implement systems, establish brand governance, and align external partners with institutional standards.
Strategic Intervention
As Special Assistant to the President for Marketing, Stephen architected the marketing department, hired staff, established Salesforce and CRM protocols, selected the marketing agency of record, and trained the campus community on brand usage and governance. A core formative action involved walking the newly formed Marketing team alongside the Admissions staff through the entire longitudinal lifecycle of prospective student interactions — beginning as early as age 14. From this comprehensive timeline, Stephen developed sequential engagement themes and mapped targeted emails, regional events, and custom video content to multiple touchpoints along the multi-year journey toward matriculation. By systematically increasing message frequency and intensity as candidates approached high school graduation, and hard-wiring these dependencies directly into Salesforce marketing automation, the team created a synchronized enterprise timeline that successfully captured and sustained global mindshare.
Architecture Built
  • Marketing department creation
  • Staff hiring and structure
  • Longitudinal prospect lifecycle map starting at age 14
  • Sequential engagement themes mapped to multi-year touchpoints
  • Targeted email, regional events, and custom video content cadence
  • Salesforce and CRM protocols with hard-wired dependencies
  • Marketing agency selection
  • Campus-wide brand usage training
  • Brand governance framework
Outcome
Established the operational infrastructure and synchronized enterprise timeline that captured and sustained global mindshare across a multi-year matriculation journey.
Strategic Lesson
Growth architecture must often begin with operational infrastructure before it can produce enrollment outcomes — and the most durable systems track candidates years before they are ever 'prospects' on a CRM dashboard.

Most systems benefit from routine assessments and optimization. In the last year, have your staff teams held a table exercise to examine all their interdependencies and resulting actions?