Category: Leadership & Strategy

  • Next Steps: A Practical Guide for Ensuring Access and Opportunity for All Employees

    Next Steps: A Practical Guide for Ensuring Access and Opportunity for All Employees

    by Julie Burrell | February 19, 2025

    The wave of new executive orders on DEI, immigration and gender identity has already significantly impacted the higher ed workplace. While the pace of change may feel overwhelming, HR departments are taking a leading role — just as they did during the COVID-19 pandemic — in navigating change and making sure all employees feel valued and supported at work.

    As CUPA-HR President and CEO Andy Brantley affirmed in his message about the recent executive orders, higher ed workplaces can still:

    • Promote equitable work and career pathing opportunities and pay for all employees.
    • Cultivate inclusive learning and working communities.
    • Create a workplace culture that embraces respect and civil discourse.
    • Level the playing field for everyone by working to remove bias, reviewing outdated policies, and creating transparency.
    • Reinforce institutional values by ensuring that all employees feel connected and supported.

    As you strategize your response to changes taking place on your campus, here are some considerations for ensuring that you are providing equal access and opportunity for all.

    Conduct an Audit of Your Institution’s DEI Efforts

    If you haven’t started already, conducting an audit of programs, policies and procedures can help identify areas of concern. Design a simple spreadsheet to help you organize and track your findings in areas such as training and development, hiring, performance management, communications and website content. For each item, indicate where it falls on the legal spectrum. Does it violate the law? Is it in compliance but in need of adjustments? Is it in compliance and effective as it stands?

    When reviewing your programs and processes, the central question to ask is, do they provide equal access and opportunity to all employees without giving special advantages to any one person or group?

    Here’s one example. The language of the recent DEI-focused executive orders emphasizes merit. Merit has always been critical to hiring, reviewing performance and making promotion decisions. Do your policies around hiring and promotion reflect that focus on merit? Are hiring and promotion processes fair and transparent? Are hiring and promotion decisions documented, and do they reflect those policies and processes?

    Connect with Campus Partners

    Your institution’s general counsel can help ensure any changes made to policies and procedures are in compliance with the new executive orders and mitigate risk for your institution.

    If you’re undertaking a website audit, consult your chief information officer. Is there AI-enabled software that might help identify noncompliant wording or outdated programs?

    Is your institution a federal contractor or subcontractor? If so, you may face additional oversight, including new contract terms certifying that your institution is following federal antidiscrimination laws. If your status is unclear, first check with the office of research.

    Consider creating a neutral body of campus stakeholders to help suggest, implement and communicate changes in response to the executive orders, but also expect that employees and administrators will have strong opinions and feelings about these changes.

    Reframe Inclusion

    As you review policies and communications to ensure compliance, take the opportunity to make your workplace even more welcoming and accessible.

    Align with your institution’s values. What are your institution’s core values and mission? It’s likely they involve respecting diversity of thought and perspective, creating a welcoming environment, and providing equal access and opportunity to all regardless of identity. Affirming and communicating these values can be an important way to stay focused on what matters during times of change.

    Consider accessibility. When revising programs and processes to be more inclusive, envision accessibility for all. For example, if your goal is to make career development programs accessible to all employees, look for gaps in access across your employee population. Just as holding trainings in non-ADA compliant buildings may limit the ability of some people to participate in career development, so might neglecting the needs of groups like non-exempt employees and working parents and caregivers. Are there more flexible options? Can you support supervisors to make it easier for an employee to take time away from regular duties?

    Ensure clarity and transparency. Equity in compensation, hiring and promotion is an effective way to bolster recruitment and retention. For example, hiring and promotion practices that are not transparent, written down, and consistently followed can negatively affect the workforce. Women are less likely than men to be promoted if clear, fair criteria aren’t used. Neurodivergent candidates are disadvantaged when job interviews rely on indirect measures like succeeding at small talk rather than a skills-based assessment. In both of these instances, vague criteria such as “culture” and “fit” may prevent qualified, highly skilled employees from being hired and from moving up the ladder. Finally, be sure that your institution’s job descriptions and job requirements are up to date and are being used as the basis for decisions related to hiring and pay.

    Focus on purpose. To avoid misinterpretation, your efforts at creating an inclusive workplace should be characterized in ways that are purpose driven. For example:

    • Communities of people with varied backgrounds and life experiences create opportunities for community members to grow personally and professionally. When employees thrive, institutions thrive.
    • Parity and equity, in opportunity and pay, support job satisfaction, recruitment and retention.
    • A safe and welcoming work environment fosters community and collaboration.

    Emphasize outcomes. Lily Zheng, author of the book DEI Deconstructed, encourages those invested in fair and healthy workplaces to strengthen outcomes. Zheng recommends an outcomes-based approach “focusing on measurable results like pay equity, physical and psychological safety, wellness, and promotion rates, rather than … a one-time training, posting on social media, or other behaviors that signal commitment without demonstrating results.”

    Take Steps to Educate Employees

    Review the ways managers and senior leadership are implementing the policies and processes that are in place. Is additional training required? If you have made changes to policies and processes, how will you communicate those to supervisors and other campus leaders?

    Be sure to evaluate anti-harassment and antidiscrimination trainings you have in place. These trainings should continue, although they may need to be adjusted to emphasize even more strongly the importance of opportunity and respect for all.

    Know That You’re Not Alone

    The higher ed HR community has been through challenging times before, most recently as the pandemic reshaped the workplace. If you have resources or ideas to share with other CUPA-HR members regarding ways that you and your HR colleagues are creating and sustaining an inclusive campus community, please email them to [email protected]. Your submission will be treated as confidential and, if shared, will be described in terms that will not identify your institution.

    Related CUPA-HR Resources

    Recent DEI-Focused Executive Orders: Next Steps for Higher Ed HR — This CUPA-HR webinar, recorded on February 13, offers excellent insights into steps institutions can take to ensure they are in compliance.

    Recent Executive Orders and Higher Ed HR’s Role in Creating and Sustaining an Inclusive Campus Community — A message from CUPA-HR President and CEO Andy Brantley.

    CUPA-HR Data — CUPA-HR is the premier source of higher ed workforce and workplace data.

    Compensation Toolkit — This HR toolkit includes resources to help ensure that compensation plans are fair and transparent.

    Recruitment Toolkit and Interviewing Toolkit — These HR toolkits include resources to help ensure that hiring practices are fair and transparent.

    Performance Management Toolkit — This HR toolkit includes resources to help ensure that performance management practices are fair and transparent.

    Layoffs/RIF/Furloughs Toolkit — This HR toolkit includes valuable resources for managing workforce reductions.

    Resilience in the Workplace — This CUPA-HR webinar, recorded in 2021, was designed to serve as resilience training for attendees, as well as a model that could easily be replicated at your institution for HR teams and other employees.

     



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  • HR Book Recommendations for Winter Break

    HR Book Recommendations for Winter Break

    by Julie Burrell | December 4, 2024

    The holiday break is a perfect time for leveling up your knowledge, igniting your HR spark, and collecting wisdom to share with your team. These book recommendations have been hand-picked by CUPA-HR colleagues for their insights into topics like change management, inclusion and belonging, and daring leadership. They make great team book club reads, too!

    Grab a warm beverage and cozy up with one of these HR reads.

    For bold leaders…

    Vulnerability might not spring to mind as the most important trait in a leader, but in Dare to Lead, Brené Brown encourages leaders to tune into their hearts as much as their minds.

    For the everyday superstar…

    In Hidden Potential, Adam Grant, a Wharton School of Business professor, says that we all have the ability to improve. You don’t have to be a prodigy or work yourself to the point of burnout, but instead be willing to learn and develop your character.

    For the inventor…   

    If you’ve ever pondered creative ways to do more with less, check out A Beautiful Constraint by Adam Morgan and Mark Barden. Jay Stephens, vice president of people and culture at the University of Montana, says “it’s a great book for higher ed, where we tend to live with a scarcity mindset.”

    For the team leader who’s always learning…

    The Five Dysfunctions of a Team by Patrick Lencioni is a perennially popular book. Written in the form of a fable, it addresses some common team issues, like lack of trust, fear of conflict, and avoidance of accountability.

    For those looking to stress less…

    Jennifer Moss, a keynote speaker at the 2024 CUPA-HR Annual Conference and Expo, is a leading voice in fighting burnout. The Burnout Epidemic argues that organizations must take the lead in developing an anti-burnout strategy that moves beyond apps, wellness programs, and perks.

    For out-of-the-box thinkers…

    Miranda Arjona, assistant director of HR at Rollins College, encourages embracing the qualities that make children special (and that we tend to forget when we’re all grown up). Oh, the Places You’ll Go by Dr. Seuss “encourages readers to embrace new experiences, face obstacles with courage, and keep moving forward,” while Curious George by H.A. Rey and Margret Rey “emphasizes the importance of curiosity, exploration, and learning from one’s mistakes.” Winnie-the-Pooh by A.A. Milne “offers insights into the importance of enjoying the present moment, valuing simple pleasures, and appreciating the quirks of those around us.”

    Bonus tips for the book club leader (no required reading!)…

    As the content specialist in training and development, Corrie Grint hosts two different book clubs at the University of Utah. Here are her tips for success.

    • Vary book choices. Grint chooses a mix of classic leadership books, new and popular books, and untraditional books.
    • Build in flexible participation. Grint bases her questions on the general principles of books like Atomic Habits, “so anyone can participate, even if they haven’t read the book.”
    • Structure clubs inclusively. Participation is virtual and capped at one hour.
    • Offer pre-session and during-session support. A week before, Grant emails out other options to supplement or replace the reading, such as a book summary PDF or YouTube video. She also provides questions similar to the ones they’ll discuss. During the meeting, she provides a summary of the principles taught, along with quotes, and asks questions along the way.

     

    Here’s the full list of recommendations, chosen by CUPA-HR colleagues:

    An Astronaut’s Guide to Life on Earth: What Going to Space Taught Me About Ingenuity, Determination, and Being Prepared for Anything by Chris Hadfield

    Atomic Habits: An Easy and Proven Way to Build Good Habits and Break Bad Ones by James Clear

    A Beautiful Constraint: How To Transform Your Limitations Into Advantages, and Why It’s Everyone’s Business by Adam Morgan and Mark Barden

    Big Feelings: How to Be Okay When Things Are Not Okay by Liz Fosslien and Molly West Duffy

    The Burnout Epidemic: The Rise of Chronic Stress and How We Can Fix It by Jennifer Moss

    Career Self-Care: Find Your Happiness, Success, and Fulfillment at Work by Minda Zetlin

    Crucial Conversations: Tools for Talking When Stakes are High by Joseph Grenny and others

    Curious George by H.A. and Margaret Rey

    Dare to Lead: Brave Work. Tough Conversations. Whole Hearts. by Brené Brown

    Daring Greatly: How the Courage to Be Vulnerable Transforms the Way We Live, Love, Parent, and Lead by Brené Brown

    Do Better: Spiritual Activism for Fighting and Healing from White Supremacy by Rachel Ricketts

    The Dream Manager: The Secret to Attracting, Engaging, and Retaining Talent by Matthew Kelly

    Emotional Intelligence 2.0 by Travis Bradberry and Jean Greaves

    Endurance: A Year in Space and a Lifetime of Discovery by Scott Kelly

    The Energy Bus: 10 Rules to Fuel Your Life, Work, and Team with Positive Energy by Jon Gordon

    First, Break All the Rules: What the World’s Greatest Managers Do Differently by Marcus Buckingham

    Fish!: A Proven Way to Boost Morale and Improve Results by Lundin, Christensen, and Paul

    The Five Dysfunctions of a Team: A Leadership Fable by Patrick M. Lencioni

    The 5 Languages of Appreciation in the Workplace: Empowering Organizations by Encouraging People by Gary Chapman and Paul White

    Ghost Soldiers: The Epic Account of World War II’s Greatest Rescue Mission by Hampton Sides

    Goodnight Moon by Margaret Wise Brown

    The Guide to Good Leading series by Ari Weinzweig

    Hidden Potential: The Science of Achieving Greater Things by Adam Grant

    HR on Purpose: Developing Deliberate People Passion by Steve Browne

    I’m No Philosopher, But I Got Thoughts: Mini-Meditations for Saints, Sinners, and the Rest of Us by Kristen Chenoweth

    Invisible Women: Data Bias in a World Designed for Men by Caroline Criado-Perez

    Just Mercy: A Story of Justice and Redemption by Bryan Stevenson

    Leadership and Self-Deception, Fourth Edition: The Secret to Transforming Relationships and Unleashing Results by The Arbinger Institute

    The Life-Changing Magic of Tidying Up: The Japanese Art of Decluttering and Organizing by Marie Kondo

    The Long-Distance Teammate: Stay Engaged and Connected While Working Anywhere by Kevin Eikenberry and Wayne Turmel

    Managing Transitions: Making the Most of Change by William Bridges

    No Ego: How Leaders Can Cut the Cost of Workplace Drama, End Entitlement, and Drive Big Results by Cy Wakeman

    Oh, the Places You’ll Go! by Dr. Seuss

    The Outward Mindset: Seeing Beyond Ourselves by The Arbinger Institute

    Own Your Own Work Journey! The Path to Meaningful Work and Happiness in the Age of Smart Technology and Radical Change by Edward D. Hess

    The Power of Habit: Why We Do What We Do in Life and Business by Charles Duhigg

    Radical Candor: Be a Kick-Ass Boss Without Losing Your Humanity by Kim Scott

    Set Boundaries, Find Peace: A Guide to Reclaiming Yourself by Nedra Glover Tawwab

    The 7 Habits of Highly Effective People by Stephen R. Covey

    Smart Brevity: The Power of Saying More with Less by Jim VandeHei and others

    Supercommunicators: How to Unlock the Secret Language of Connection by Charles Duhigg

    Thanks for the Feedback: The Science and Art of Receiving Feedback Well by Douglas Stone and Sheila Heen

    Think Again: The Power of Knowing What You Don’t Know by Adam Grant

    Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect by Will Guidara

    When Everyone Leads: How The Toughest Challenges Get Seen and Solved by Ed O’Malley and Julia Fabris McBride

    Who Moved My Cheese? by Spencer Johnson

    Winnie-the-Pooh by A. A. Milne



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  • A Guide to Engagement and Climate Surveys That Inspire Action

    A Guide to Engagement and Climate Surveys That Inspire Action

    by Julie Burrell | October 30, 2024

    Surveys can be a powerful tool for improving workplace culture and employee satisfaction, but they can have unintended consequences if no action planning follows. In fact, the lack of tangible — and rapid — action planning often lead to a cycle of employee disengagement and eroded trust, which results in fewer employees taking future surveys, and ultimately weakens their effectiveness overall.

    But getting surveys right is possible. By implementing targeted surveys and following up with action planning, higher ed workplaces can earn a reputation for valuing employee insights. CUPA-HR’s recent webinar Turning Insights Into Action: Designing and Implementing Impactful Employee Climate/Engagement Surveys explains how to build, or regain, employee trust and confidence in surveys, increase response rates, and create a campus culture in which employees’ perspectives are prized.

    Ask These Two Questions First

    Before launching a survey, ask these critical questions: Does our institution need a survey? And, if the answer is yes, does our institution have the resources to act on the survey results?

    Without a solid “yes” to both questions, consider pausing survey efforts. It’s better not to conduct a survey at all than to conduct one and not follow it with action planning.

    Surveys should also focus on clear objectives, addressing one to three specific topics in depth. They should be topics the institution is ready to act promptly on once the survey is concluded. It’s also best to avoid questions with predictable answers. For example, you may already know that employees want parking that’s both closer and less expensive. Asking more refined or open-ended questions might lead to actionable results. In the case of employee satisfaction around parking, the right question might reveal that safety is a primary concern, something that can be addressed by installing more lighting in lots or strengthening security for employees using parking garages after dark.

    Increase Response Rates by Building Trust

    Effectively communicating the survey rollout and offering incentives can boost completion rates, but responses are ultimately determined by the trust employees have in your institution and the survey process itself.

    Make it anonymous. Clearly communicate how the survey will be kept anonymous and confidential. This is especially important for open-ended or text-based responses. If you’re not using an outside vendor, consider adding a survey analyst to your committee — you probably already have employees with these skills.

    Know that timing is everything. The survey should be sent out at the right time to avoid clashing with other surveys and to steer clear of any big campus plans or events that might skew results (for example, a recently announced capital project like a new stadium). A timely response from leadership is key, as are timelines in action planning. Any follow-up items should have target completion dates.

    Be clear on when and how employees will see the results. Don’t wait for a grand reveal when action items have been completed. This might take months, long after employees remember how they’ve answered survey questions. Instead, publicize the survey results as soon as possible and begin listening sessions to both refine results and include departments and divisions in planning.

    Build in accessibility and offer time to complete it. Consider if you need to translate the survey into multiple languages or if employees working outside of an office might benefit from a hard copy. Encourage supervisors to offer incentives like an early departure after completing the survey and ask them to send calendar invites to block off time for completion.

    Take Action. This is by far the most important way to build trust. The webinar offers concrete processes for building and planning a survey, impact planning (including templates to send to campus leadership for quarterly tracking), ideas for holding listening sessions, and proven employee engagement strategies.

    Discover More Resources for Data-Informed Decisions

    Read the article Employee Engagement/Satisfaction/Climate Assessment: Producing Actionable Results, which offers a six-step guide to creating and implementing effective surveys.

    Explore other webinars in CUPA-HR’s Data and HR series: Data You Can Count On: Using CUPA-HR’s Data Resources for Strategic Decision-Making and Data Visualization and Storytelling Tips and Tools for HR.

     



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  • Finding Shared Purpose at the 2024 Annual Conference

    Finding Shared Purpose at the 2024 Annual Conference

    by Julie Burrell | October 9, 2024

    At the CUPA-HR Annual Conference and Expo 2024, the three keynote sessions offered insights on how higher ed can articulate its value proposition for employees. How can HR, campus leaders and other culture architects ensure their institutions are places where candidates want to work and where employees want to stay? And how can we bridge the cultural, political and intergenerational divides so many of us are experiencing on campus to help our communities thrive?

    There isn’t a one-size-fits-all solution to these challenges, but the keynote speakers reminded higher ed HR pros not to underestimate the value of a shared purpose. Here are a few of their insights into remaking workplace culture through deliberate community-building, connecting through traditions and reinforcing our collective values.

    Fighting Burnout and Finding Community

    Workplace culture strategist Jennifer Moss opened the conference in Orlando with a reminder that, while it’s been many years since the COVID-19 pandemic, its lessons still linger. During that time, many of us asked, is what I’m doing important? Does it make a difference?

    For so many in higher ed, the answer is yes. But Moss also shared a hard truth: the passion that leads people to work in higher ed may lead to burnout or passion fatigue. The solutions offered for burnout are often focused on the individual (“take a bath” or “meditate”), when they need to be systemic and even societal. Burnout isn’t about having a bad day — it’s chronic stress, classified as a disease by the World Health Organization. A strange irony is that burnout from overperforming at work often looks like underperformance (exhaustion, disengagement and cynicism).

    One solution that Moss proposed is to encourage employees to deliberately build stronger community and positive social connections, both essential to building bridges and combatting loneliness. According to the data Moss shared, eating just one lunch per week with coworkers, rather than alone at a desk, can aid employee happiness and performance. So can spreading positive gossip (saying nice things about others behind their backs), which subconsciously supports psychological safety.

    Takeaway: It’s key that workplaces tie efforts to reduce employee burnout to specific objectives and key results so that individuals aren’t responsible for solving the crisis on their own.

    Great Storytelling for a Shared Purpose

    Annual conference attendees experienced the magic of Disney firsthand during the closing night EPCOT excursion. But what makes Disney so magical? According to keynote speakers Jeff Williford and Jay Pyka of the Disney Institute, it’s all in the details. Disney excels in the finer points, with each park and resort providing a unique and immersive experience, from what music guests hear, to what smells are piped in, to the thatched roofs in Animal Kingdom made by South African artisans.

    How does Disney engage over 70,000 employees — aka, cast members — to ensure that the details are done right? While cast members’ jobs may be different, from serving food at EPCOT to directing riders on Space Mountain, they all share in one common goal: creating happiness. In their talk, Williford and Pyka emphasized that culture is defined by how people behave, and training is critical to achieving desired behaviors. Caring and communication are also vital elements of culture. The extent to which organizations genuinely care for their people is the extent to which those people will, in turn, care for customers and each other. And high-quality communication can reinforce culture as much as lack of communication will undermine it.

    Disney uses their expertise in storytelling to train and unite cast members in the common goal of creating happiness and embracing Disney culture. In fact, the first class new employees attend as part of their onboarding is one on Disney traditions because it helps them connect with the history and culture.

    Takeaway: Higher ed workplaces can create a powerful connection between employees and the institution’s mission, fostering a sense of belonging and commitment.

    Gen Z and the Future of Work

    In her closing keynote, Heather McGowan, a future-of-work expert, offered a hopeful vision of work — and of a society where more of us are united than divided. But she also admitted that “it’s difficult to be a human right now.” There’s a profound lack of connection among people, an uptick in loneliness and disconnection, and social divisions stemming from the pandemic, politics and social media.

    Why? One reason is that work has replaced what people once found in community, whether through church or bowling leagues or book clubs. McGowan said that’s why current and future generations entering the workforce seek jobs that reflect the totality of their values and personality.

    Gen Z is especially known for seeking greater meaning in work. They desire mentorship, they want to be part of something bigger than themselves (meaning), and they want to live their values through work (mission). They’re rejecting the work contract of previous generations, which promised job security in exchange for employee loyalty. Why, McGowan asked, are workplaces still demanding loyalty without offering the same security they did in previous generations?

    In asking for work to be meaningful, Gen Z is sending a critical lesson for the future of work, McGowan believes, one that workplaces need to take seriously to recruit new employees and retain existing ones. The data show that what employees want most in a job is growth, autonomy, achievement and respect.

    Takeaway: The future of work might just be in listening to what Gen Z is trying to convey: We all need a shared purpose and meaning in work.  

    Looking for More on Work Culture?

    Jennifer Moss’s new book, Why Are We Here?: Creating a Work Culture Everyone Wants, will be published in January. You can also check out these CUPA-HR articles and resources:



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  • Taking Steps Toward Equity on Juneteenth – CUPA-HR

    Taking Steps Toward Equity on Juneteenth – CUPA-HR

    by Julie Burrell | June 18, 2024

    Juneteenth commemorates the end of slavery in the United States and is now recognized as a federal holiday — Juneteenth National Independence Day. Observing Juneteenth’s historical significance is a meaningful step in understanding American history. But for its history to mean something in our present moment, its lessons must be translated into tangible action. CUPA-HR offers the following resources, tools and research data to help confront and change racial inequities in the higher ed workforce.

    Racial Composition and Compensation  

    Lingering historical inequities remain in higher ed’s current-day compensation, hiring and promotion practices. Juneteenth is a reminder that we need urgent solutions to these persistent inequities. Here’s a snapshot of the composition and pay for people of color in the higher ed workforce:

    • Progress in both representation and pay has been sluggish for people of color, according to our data on administrators, faculty, professionals and staff collected in CUPA-HR’s signature surveys. Our interactive graphics track gender and racial composition as well as pay of administrators, faculty, professional and staff roles. (Read the executive summary.)
    • Women of color have consistently been paid inequitably, with Black women paid 76 cents on the dollar in our most recent data.

    CUPA-HR research also digs down into sectors of the higher ed workforce in terms of composition and pay. Recent research reports include:

    • The Higher Education Financial Aid Workforce: Pay, Representation, Pay Equity, and Retention (read now)
    • Representation and Pay Equity in Higher Education Faculty: A Review and Call to Action (read now)
    • Higher Ed Administrators: Trends in Diversity and Pay Equity From 2002 to 2022 (read now)
    • The Higher Ed Admissions Workforce: Pay, Diversity, Equity, and Years in Position (read now)

    Fostering Inclusion

    Long-term solutions to a more representative and equitably compensated workforce include adopting inclusive hiring and retention strategies, analyzing and auditing both compensation and promotion practices, and enacting policies that support your employees’ well-being. In these resources, we offer best practices and data-driven recommendations for a more equitable future.



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  • My Aha Moments From the Spring Conference – CUPA-HR

    My Aha Moments From the Spring Conference – CUPA-HR

    by CUPA-HR | May 8, 2024

    This blog post was contributed by Jennifer Addleman, director of human resources at Rollins College and 2024-25 chair-elect for the CUPA-HR Southern Region board.

    Spring had sprung in Minneapolis, Minnesota, at the CUPA-HR Spring Conference, where more than 400 higher ed HR pros had the opportunity to connect with and learn from some of the brightest HR leaders in higher education. From three dynamic keynotes to 29 interactive concurrent sessions, the conference provided a platform to engage in meaningful discussions, network with peers and gain valuable knowledge to help navigate the dynamic profession of higher ed HR.

    The conference was full of aha moments, and here are some of my key takeaways:

    • Kris McGuigan, founder and principal owner of Professional Courage, kicked off the conference by sharing tips on leading with purpose and confidence. During her keynote, we had the opportunity to reflect on our own personal values and how they align with change, and reviewed the principle of A.C.E.: acknowledge change, connect to change and embrace failure. Reminding us that there is no perfect time to start, Kris stressed that not changing is still choosing.
    • During the first concurrent session, Washington State University’s Paul Fleming McCullagh and Laura Hamilton shared how they created a professional development program for all employees. “If you can dream it, do it!”
    • Kevin McClure, Murphy distinguished scholar of education and associate professor of higher education at the University of North Carolina Wilmington, gave a thought-provoking keynote on creating the “caring university.” He warned against toxic positivity and emphasized that creating a culture of care is a shared responsibility of the entire institution, and we reviewed the U.S. Surgeon General’s framework for mental well-being in the workplace. Kevin also suggested that institutions should humanize policies for real people and not ideal worker norms.
    • The affinity group lunch provided an opportunity for folks to connect with HR professionals who have similar interests and skills. I met HRIS colleagues who shared their challenges and best practices with systems. Data, data, data!
    • Andy Brantley (president and CEO of CUPA-HR), Jazzmine Clarke-Glover (vice president of workplace culture and inclusion at Wagner College), and Helena Rodrigues (senior vice president and chief human resources officer at the University of Arizona) led a roundtable discussion regarding HR’s role in creating inclusive campus communities. How do we reinforce our institutional values by ensuring all employees feel connected and supported? Some comments shared by the group included focusing on outcomes, making your institution a great place to work for everyone, fostering a safe space for challenging conversations, encouraging employees to build relationships, and developing inclusive policies.
    • We had the opportunity to network, connect and sing karaoke at the Punch Bowl Social reception, where I learned that we have some talented singers among our profession!
    • Keynote speaker Amy Wrzesniewski, William and Jacalyn Egan Professor at the Wharton School of the University of Pennsylvania, shared her research findings on job crafting and what makes our work meaningful. We were able to take a quiz to determine our career, calling, and job scores and how they impact our job satisfaction. Amy also shared that job crafting is an employee-driven activity but should be supported by managers. I left the session reflecting on the question, how I do I make the job my own?
    • John Whelan, vice president and CHRO at Yale University, and Michael Rask of Aon described the importance of a strategic plan for HR and how it’s like the sails on the organizational sailboat. They warned against committing to things we can’t deliver and shared that folks appreciate change when it is for them and through them, not to them.
    • This was my first time visiting Minneapolis, and I was pleasantly surprised by the art, culture and walkability. Thank you for the hospitality!
    • CUPA-HR continues to provide invaluable resources and conference experiences where everyone is willing to help each other and share their expertise. I feel energized catching up with friends I have come to know over the years and meeting new colleagues who share passion for what we do. Thank you to the CUPA-HR team, sponsors and presenters for a great event.
    • Finally, Andy Brantley summed up the Spring Conference well: “Your work matters. You matter more.”



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  • Living Our Values: Courage, Care and Calling at CUPA-HR’s Spring Conference – CUPA-HR

    Living Our Values: Courage, Care and Calling at CUPA-HR’s Spring Conference – CUPA-HR

    by Julie Burrell | May 2, 2024

    “Wherever we go, we are CUPA-HR.” That’s what CUPA-HR President Andy Brantley reminded members at the recent Spring Conference in Minneapolis. Though institutions differ in mission and scope and despite daily crises that threaten to divert attention from long-term goals, CUPA-HR members live their values every day.

    The keynote speakers struck a similar theme, encouraging attendees to align their internal values with work, tapping into courage, care and a sense of calling.

    The Courage to Embrace Failure

    In her opening keynote, Kris McGuigan, an author, executive coach and corporate trainer, emphasized the power of authenticity in helping to overcome fear. At some point in our lives, we have all allowed our fears — including of failure, inadequacy and uncertainty — to dictate our future. “How often do we identify that a path is not serving us, but we stay the course, we cling to the status quo?” But clinging to the status quo out of fear can lead to apathy and disengagement. This lack of motivation and confidence can be tied to the engagement crisis at work.

    Facing Down Fear of Failure

    McGuigan believes courageously embracing failure can help move employees past apathy and disengagement. One way to start embracing failure is by taking a cue from tech. In their relentless testing and pushing out new releases, tech adopts a model of “perpetual beta.” This allows for constant innovation, with failure built into the model. If something doesn’t work, it’s scrapped and fixed — think of your smart phone’s frequent software updates. McGuigan asked, how can higher ed leaders bring this model of embracing failure to their teams?

    Takeaway: Having the courage to embrace failure can increase engagement and satisfaction and decrease apathy and disengagement.

    Creating a Caring Campus

    In his keynote, Dr. Kevin R. McClure, Murphy distinguished scholar of education and associate professor of higher education at the University of North Carolina Wilmington, drew from his forthcoming book, The Caring University, for which he interviewed staff, faculty and administrators. What he found will likely sound familiar. Higher ed employees were working tirelessly and generously, and frequently sacrificed their physical and mental health for their jobs. Consistent with CUPA-HR’s findings, McClure cited higher ed employees’ primary concerns as overwork, inadequate compensation, lack of recognition for their contributions, and lack of career pathways, among others.

    The Work “Just Kept Coming”

    McClure interviewed one higher ed staff member who said the work “just kept coming.” Her campus leaders talked about care, but there was no structural change to her workload, so she started looking for a new job. Many of his interviewees felt they were required to be superhuman — a worker without a body or personal life — who “exists only for the job.”

    Structural changes are needed in policies and procedures, he emphasized. What happens when practices like service awards and merit pay reward only ideal workers and not real people, or when leave policies don’t account for people’s caregiving or health needs? Employees will disengage and look for jobs elsewhere. HR has a crucial role to play in transforming the workforce, he says, and institutions need to empower HR as experts.

    Takeaway: Structural change is urgently needed to transform higher education into a workplace that values the well-being of its employees.

    Living your Calling Through Job Crafting

    In the closing keynote, Dr. Amy Wrzesniewski shared insights into what makes work meaningful for the individual. In her research, Wrzesniewski, who is William and Jacalyn Egan professor at the Wharton School of the University of Pennsylvania, identifies three main ways people understand their work: as a job, career or calling.

    Out of these, it is people who see their work as a calling who are more satisfied with the work and with their lives, tending to be absent less and engaged more. So how do people come to treat their work as a calling? That’s where “job crafting” comes in.

    Finding Purpose in Work

    Wrzesniewski interviewed members of a cleaning crew in a university hospital. This work is often stigmatized as non-meaningful, but employees who found a calling in the work were engaged in job crafting, often doing a different job than their job description, while still completing their required duties. For example, one cleaning crew member said that she tailored the cleaning schedule around patients who might be sensitive to the smell of cleaning chemicals. She made a tangible difference in the lives of others, even though she risked getting written up for doing so.

    Wrzesniewski argues job crafting has several benefits. It can increase satisfaction and commitment to the job, intensify happiness at work, boost job mobility, and even maintain or increase performance.

    Takeaway: Job crafting — the practice of living out your values by making work your own — can help make a work a calling, not just a job.



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  • Embracing the Future of HR: Your AI Questions Answered – CUPA-HR

    Embracing the Future of HR: Your AI Questions Answered – CUPA-HR

    by Julie Burrell | April 16, 2024

    In his recent webinar for CUPA-HR, Rahul Thadani, senior executive director of HR information systems at the University of Alabama at Birmingham, answered some of the most frequently raised questions about AI in HR. He also spoke to the most prevalent worries, including concerns about data privacy and whether AI will compete with humans for jobs.

    In addition to covering the basics on AI and how it works, Thadani addressed questions about the risks and rewards of using AI in HR, including:

    • How can AI speed up productivity now?
    • What AI tools should HR be using?
    • How well is AI integrated into enterprise software?
    • What are the risks and downsides of using AI?
    • What role will AI play in the future of HR?

    Thadani also put to rest a common fear about AI: that it will replace human jobs. He believes that HR is too complex, too fundamentally human a role to be automated. AI only simulates human intelligence, but it can’t make human decisions. Thadani reminded HR pros, “you all know how complex humans are, how complex decision-making is for humans.” AI can’t understand “the many components that go into hiring somebody,” for example, or how to measure employee engagement.

    AI won’t replace skilled HR professionals, but HR can’t afford to ignore AI. Thadani and other AI leaders stress that HR has a critical role to play in how AI is used on campuses. As the people experts, HR must have a seat at the table in AI discussions, partnering with IT and leadership on decisions such as how employees’ data are used and which AI software to test and purchase.

    Take the First Step

    Most people are just getting started on their AI journey. As a first step for those new to AI, Thadani recommends signing up for a ChatGPT account or another chatbot, like Google’s Gemini. He suggests using your private email account in case you need to sign a privacy agreement that doesn’t align with your institution’s policies. Test out what these chatbots are capable of by using this quick guide to chatbots.

    For leaders and supervisors, Thadani proposes having ongoing conversations within your department, on your campus and with your leadership. Some questions to consider in these conversations: Does your campus have an AI governance council? If so, is HR taking part? Do you have internal AI guidelines in place to protect data and privacy, in your department or for your campus? If not, do you have a plan to develop them? (As a leader in the AI space, the University of Michigan has AI guidelines that provide a good model, and are broken down into staff, faculty and student guidance categories.) Have you identified thought leaders in AI in your office or on your campus who can spur discussions and recommend best practices?

    In HR, “there’s definitely an eagerness to be ready and be ahead of the curve” when it comes to AI, Thadani noted. AI will undoubtedly be central to the future of work, and it’s up to HR to proactively guide how AI can be leveraged in ethical and responsible ways.

    HR-Specific Resources on AI



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  • Three Essential AI Tools and Practical Tips for Automating HR Tasks – CUPA-HR

    Three Essential AI Tools and Practical Tips for Automating HR Tasks – CUPA-HR

    by Julie Burrell | March 27, 2024

    During his recent keynote at CUPA-HR’s Higher Ed HR Accelerator, Commissioner Keith Sonderling of the Equal Opportunity Employment Commission observed, “now, AI exists in HR in every single stage of employment,” from writing job descriptions, to sourcing candidates and scheduling interviews, and well into the career lifecycle of employees.

    At some colleges and universities, AI is now a routine part of the HR workflow. At the University of North Texas at Dallas, for example, AI has significantly sped up the recruitment and hiring timeline. “It helped me staff a unit in an aggressive time frame,” says Tony Sanchez, chief human resources officer, who stresses that they use AI software with privacy protections. “AI parsed resumes, prescreened applicants, and allowed scheduling directly to the hiring manager’s calendar.”

    Even as AI literacy is becoming a critical skill, many institutions of higher education have not yet adopted AI as a part of their daily operations. But even if you don’t have your own custom AI like The University of Michigan, free AI tools can still be a powerful daily assistant. With some common-sense guardrails in place, AI can help you automate repetitive tasks, make software like Excel easier to use, analyze information and polish your writing.

    Three Free Chatbots to Use Now

    AI development is moving at a breakneck pace, which means that even the freely available tools below are more useful than they were just a few months ago. Try experimenting with multiple AI chatbots by having different browser windows open and asking each chatbot to do the same task. Just don’t pick a favorite yet. With AI companies constantly trying to outperform each other, one might work better depending on the day or the task. And before you start, be sure to read the section on AI guardrails below — you never want to input proprietary or private information into a public chatbot.

    ChatGPT, the AI trailblazer. The free version allows unlimited chats after signing up for an account. Right now, ChatGPT is text-based, which means it can help you with emails and communications, or even draft longer materials like reports. It can also solve math problems and answer questions (but beware of fabricated answers).

    You can customize ChatGPT to make it work better for you by clicking on your username in the bottom lefthand corner. For example, you can tell it that you’re an HR professional working in higher education, and it will tailor its responses to what it knows about your job.

    Google’s powerful AI chatbot, Gemini (formerly known as Bard). You’ll need to have or sign up for a free Google account, and it’s well worth it. Gemini can understand and interact with text just like ChatGPT does, but it’s also multimodal. You can drag and drop images and it will be able to interpret them. Gemini can also make tables, which can be exported to Google Sheets. And it generates images for free. For example, if you have an image you want your marketing team to design, you can get started by asking Gemini to create what you have in mind. But for now, Gemini won’t create images of people.

    Claude, often considered the best AI writer. Take Claude for a spin by asking it to write a job description or memo for you. Be warned that the free version of Claude has a daily usage limit, and you won’t know you’ve hit it until you hit it. According to Claude, your daily limit depends on demand, and your quota resets every morning.

    These free AI tools aren’t as powerful as their paid counterparts — all about $20 per month — but they do offer a sense of what AI can do.

    Practical Tips for Using AI in HR 

    For a recent Higher Ed HR Magazine article, I asked higher education HR professionals how they used AI to increase efficiency. Rhonda Beassie, associate vice president for people and procurement operations at Sam Houston State University, shared that she and her team are using AI for both increased productivity and upskilling, such as:

    • Creating first drafts of and benchmarking job descriptions.
    • Making flyers, announcements and other employee communications.
    • Designing training presentations, including images, text, flow and timing.
    • Training employees for deeper use of common software applications.
    • Providing instructions on developing and troubleshooting questions for macros and VLOOKUP in Microsoft Excel.
    • Troubleshooting software. Beassie noted that employees “can simply say to the AI, ‘I received an error message of X. How do I need to change the script to correct this?’ and options are provided.”
    • Creating reports pulled from their enterprise system.

    AI chatbots are also great at:

    • Being a thought partner. Ask a chatbot to help you respond to a tricky email, to find the flaws in your argument or to point out things you’ve missed in a piece of writing.
    • Revising the tone, formality or length of writing. You can ask chatbots to make something more or less formal or friendly (or whatever tone you’re trying to strike), remove the jargon from a piece of writing, or lengthen or shorten something.
    • Summarizing webpages, articles or book chapters. You can cut and paste a URL into a chatbot and ask it to summarize the page for you. You can also cut and paste a fairly large amount of text into chatbots and ask it for a summary. Try using parameters, such as “Summarize this into one sentence,” or “Please give me a bulleted list of the main takeaways.” The summaries aren’t always perfect, but will usually do in a pinch.
    • Summarizing YouTube videos. (Currently, the only free tool that can do this is Gemini.) Just cut and paste in the URL and ask it to summarize a video for you. Likewise, these summaries aren’t always exactly accurate.
    • Writing in your voice. Ask a chatbot to learn your voice and style by entering in things you’ve written. Ask it to compose a communication, like a memo or email you need to write, in your voice. This takes some time up front to train the AI, and it may not remember your voice from day-to-day or task-to-task.

    Practice Your Prompts

    Just 10 minutes a day can take you far in getting comfortable with these tools if you’re new to them. Learning prompting, which may take an upfront investment of more time, can unlock powerful capabilities in AI tools. The more complex the task you ask AI to do, the more time you need to spend crafting a prompt.

    The best prompts will ask a chatbot to assume a role and perform an action, using specific context. For example, “You are a human resources professional at a small, liberal arts college. You are writing a job description for an HR generalist. The position’s responsibilities include leading safety and compliance training; assisting with payroll; conducting background checks; troubleshooting employee questions in person and virtually. The qualifications for the job are one to two years in an HR office, preferably in higher education, and a BA.”

    Anthropic has provided a very helpful prompt library for Claude, which will also work with most AI chatbots.

    AI Guardrails

    There are real risks to using AI, especially the free tools listed above. You can read about them in detail here, or even ask AI to tell you, but the major dangers are:

    • Freely available AI will not protect your data privacy. Unless you have internal or enterprise software with a privacy agreement at your institution, assume everything you share with AI is public. Protected or confidential information should not be entered into a prompt.
    • AI fabricates, or hallucinates, as it’s sometimes called. It will make up facts that sound deceptively plausible. If you need accurate information, it’s best to consult an expert or trusted sources.
    • You don’t own copyright on AI-created work. In the United States, only human-produced work can be copyrighted.
    • Most of these tools are trained only up to a certain date, often a year or more ago for free chatbots. If you need up-to-the-minute information, use your favorite web browser.

    Further AI Resources



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  • Three Questions to Help You Build a Better Workplace Culture — Annual Conference Takeaways – CUPA-HR

    Three Questions to Help You Build a Better Workplace Culture — Annual Conference Takeaways – CUPA-HR

    by CUPA-HR | October 18, 2023

    Culture was at the heart of the three keynote events at CUPA-HR’s 2023 national conference, which took place recently in New Orleans. Our keynote speakers asked thought-provoking questions that resonate with higher ed HR’s mission. Engaging with these questions can help you boost employee engagement, promote a culture of inclusivity and strengthen collaboration with your campus colleagues.

    1. Are You Creating an Ecosystem of Opportunity?

    Organizations with strong learning cultures tend to have significantly higher retention rates.

    In her keynote presentation on employee retention, business strategist and author Erica Keswin pointed out that the days of climbing the same corporate ladder for 50 years are long gone. Organizations are flatter, which means you need to get creative to give people opportunities to move not only up, but sideways, helping them gain new skills and find new pathways for their careers. Instead of thinking “ladders,” Keswin said, think “lilypads.”

    She also encouraged attendees to talk about employee learning opportunities early and often, beginning with their onboarding programs! Managers should be talking regularly with employees about what skills they want to learn and giving them the opportunity to learn with no strings attached.

    The mission, values and priorities of higher education have learning at their core, and that culture of learning is a value proposition higher ed is uniquely positioned to provide as an employer. Make it work to your advantage by prioritizing learning and opportunity for all employees.

    Another key takeaway from Keswin’s presentation was the importance of being a “human professional” and checking in with your team on a regular basis. She shared the story of a company that starts team meetings with a quick check-in called “Pick Your Nic.” Referring to a popular meme of Nicolas Cage images representing different feelings (happy, relaxed, excited, focused, stressed, meh, etc.), each person picks the Nic that represents how they’re feeling that day. The goal isn’t to address the responses in the meeting, but rather to give the team leader the opportunity to take a pulse and to give team members the opportunity to be seen and heard.

    You’ll find more retention strategies in Keswin’s new book, The Retention Revolution: 7 Surprising (and Very Human!) Ways to Keep Employees Connected to Your Company. And be sure to check out the article “The Higher Ed Employee Retention Crisis — and What to Do About It” in the fall issue of Higher Ed HR Magazine.

    2. Are You Treating Diversity as a Problem to Be Managed or a Value to Be Cherished?

    When it comes to creating and sustaining a more inclusive culture, Princeton professor and religion scholar Dr. Eddie S. Glaude Jr. prompted attendees to consider a question: Do you view diversity as a problem to be managed or a value to be cherished?

    Through a problem-solving lens, we might see diversity as a series of goals to be met and obstacles to be overcome. Through the lens of a cherished value, on the other hand, we are more likely to see every situation as an opportunity to expand and celebrate diversity of people and ideas. A problem-solving lens divides “us” from “others,” while a value-based lens sees diversity as constitutive of who we are, as a people, a country and an institution. Instead of envisioning inclusion as something undertaken in response to a mandate or in compliance with a law, what if diversity was seen as key metric of an institution’s success?

    The data support the positive impact of diversity on metrics like productivity and creativity in the workplace, and Glaude urged higher education to also view diversity as an integral part of its core identity and a reflection of its regional or national reach.

    To see how your institution compares to others when it comes to composition of your workforce and pay equity for employees, see the results of CUPA-HR’s signature surveys.

    3. Are You Ramping Up Retention Efforts in Your Most Vulnerable Departments?

    Retention and recruitment were on everyone’s mind at CUPA-HR’s annual conference. The closing panel discussion brought together leaders in student affairs, campus facilities and IT and provided insights on how HR can partner with these campus constituencies to support a culture of belonging. Here are a few of their recommendations:

    Provide training opportunities.

    John O’Brien, president of EDUCAUSE, which represents IT professionals in higher ed, stressed the importance of career pathways to support employees’ desire to grow in their careers.

    Noting that “supervisors will make or break us,” Lander Medlin, president and CEO of APPA, which serves the needs of facilities professionals, stressed the critical role that supervisor training has on retention and workplace culture in facilities, where the aging of the skilled craft workforce has posed unique recruitment and retention challenges, and all areas.

    Ensure employees feel they belong and are valued.

    No matter their role on campus, employees want their opinions to be heard and valued.

    Kevin Kruger, president of NASPA, the association for student affairs administrators in higher education, noted that millennial and Generation Z employees especially want to feel cared about at work and to believe their opinions matter. Today, as all student affairs professionals find themselves on the front lines of the mental health crisis, they need supervisors who have the skills to meet them where they are and to create a culture of belonging.

    Medlin seconded the importance of feeling heard when it comes to job satisfaction. She would ask supervisors this question: Are you a coach and mentor, or are you a boss?

    Offer job flexibility.

    Some campus jobs don’t easily lend themselves to remote work, but that doesn’t mean institutions can’t build in flexibility, which CUPA-HR found is a key retention factor.

    For example, facilities employees might take advantage of a compressed workweek, with employees having the option to work four 10-hour shifts.

    Since student affairs professionals often work outside of a typical nine-to-five day, there’s room for remote work. In fact, students might prefer to meet with student affairs professionals remotely.

    If year-round remote work isn’t a possibility, seasonal flexibility might be. When students are off campus during holiday and summer break, your staff might be able to work from home.

    See employees as a strategic asset (and pay them accordingly).

    The three areas represented by the panel — IT, facilities and student affairs — are among the most vulnerable to turnover and recruitment challenges on most campuses. How can HR lead the way in creating a culture that positions these employees as strategic assets? The panel offered these suggestions, based on their unique perspectives:

    • O’Brien encouraged satisfaction surveys. Find what’s working well and replicate it.
    • Kruger recommended streamlining job searches, posting salary ranges, and focusing on internal pay equity and livable wages.
    • Medlin asked conference attendees to help us help you. How we treat people matters, and HR leads the way in building that culture of belonging.



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