Category: data analytics

In higher education, it’s easy to feel stuck.

You know something isn’t working — maybe enrollment processes are clunky, or student support services feel disconnected. You’ve tried new tools, updated systems, created initiatives to create change, and added staff, but the problem persists.  It’s like there’s a giant boulder in your way, and no matter how hard you push, it doesn’t budge.

It turns out, you don’t need a bulldozer – just a napkin sketch to start building momentum to move the boulder standing in the way.

It’s a surprisingly simple concept, using visual design thinking exercises to help colleges and universities get unstuck. Not with more tech, or a fancy AI solution, but with more clarity to understand how things work today to create a framework for change tomorrow.

Because real innovation in higher education doesn’t come from software or a technology — it starts with understanding the systems and the processes you already have so you can visualize what they could be.

What is a napkin sketch?

The napkin sketch is exactly what it sounds like: a back-of-the-napkin-style drawing that quickly maps out how a particular process actually works in your institution so it can be reimagined.

It’s low-tech, but high-impact.

Think of it as building a gameboard for players to play. Like a Monopoly board, everyone knows the players, the rules, and the steps. It makes the choices that need to be made for each player’s turn clear.  When these choices are laid out visually, it becomes much easier to pinpoint where the real opportunities (and challenges) are.

What does the napkin sketch exercise entail?

I usually start these sessions by asking one simple questions with a key follow-up

• What’s the opportunity for ‘impact’? (What are you trying to accomplish?)
• What’s preventing progress?

Then we get to work. Together, we sketch out the entire process: from first interaction to the final outcome. We account for every step, system, and stakeholder that’s involved. We highlight the costs, the tools and technology handoffs, potential delays, and where things might be falling through the cracks.

We typically conduct the sketch in a virtual drawing space, where we can collaborate in real time to map out the full process. It’s not about polished visuals — it’s about building a shared understanding of how things operate today.

And in about 60-90 minutes, we always have at least one person in the group say out loud “I didn’t realize that’s how it actually works.” And another will inevitably ask “You’re going to send us this napkin sketch, right? I want to print it out.”

What can the napkin sketch reveal?

In our experience working with hundreds of institutions of all shapes and sizes, we’ve found that many face surprisingly similar challenges. This exercise consistently shines a light on hidden opportunities, creating a blueprint for change.

Common things we uncover include:

• Manual, repetitive tasks that could be automated or streamlined
• Workarounds that have become permanent fixtures without anyone questioning them
• Disconnects between departments, systems, or technologies
• Operational silos that prevent teams from seeing the full picture or collaborating effectively
• Missed opportunities to better track, analyze, or act on data
• Unclear ownership of key steps in the process

In short, the napkin sketch helps institutions see what’s really going on — and what needs to change to move forward.

Why does it work?

Higher ed innovation often stalls because teams are too close to the problem or too deep in their own silo to see the bigger picture. The napkin sketch breaks through that by creating a space for everyone involved to step back and collaborate.

Here’s why it’s effective:

• It’s fast — most sessions take an hour or two.
• It’s visual — helping teams align quickly and clearly.
• It’s collaborative — bringing together voices from across departments.
• It’s actionable — revealing next steps that are grounded in reality.

Most importantly, it shifts the focus away from jumping to solutions and toward understanding the system. Once you understand the system, smart solutions become much more obvious — and effective.

Real examples of the napkin sketch in action

Whether it’s enrollment workflows, transcript processing, student communications, or data handoffs between systems or teams, the napkin sketch exercise can help untangle a wide variety of operational challenges. No two institutions are exactly alike, but many face similar complexities — manual processes, siloed teams, and unclear ownership that stall progress.

Here are a few discoveries we uncovered in recent napkin sketch sessions I’ve led:

• One institution realized how many steps were involved in processing transcripts — with staff toggling between platforms, uploading the same file in multiple places, and doing manual comparisons. Once the process was mapped, we explored how AI could handle the course match evaluations — saving hours of staff time each week.

• Another team sketched out their enrollment outreach process and discovered they were sending multiple conflicting messages to students at the same time. The sketch helped them realign their communications and reduce student confusion.
• A third school wanted to integrate a new tool into their tech stack, but the sketch revealed that the underlying workflow was broken — and that no tool would help until the foundational process was improved.

In each case, the aha moment didn’t come from buying something new — it came from clearly seeing what was already happening so it could be improved upon.

What could your napkin sketch uncover?

If you’re wrestling with outdated processes, disconnected systems, or unclear handoffs — you’re not alone. Many institutions are trying to drive higher ed innovation with limited resources and overwhelming complexity.

But you don’t need to have all the answers right now. You just need a clearer view of the problem so you can develop a thoughtful solution.

That’s what the napkin sketch offers: a simple, collaborative way to map your reality, uncover opportunity, and take a smarter next step forward.

Let’s sketch it out — and see what we find!