Milestone 1

HEA 690 Milestone One: Overview of the Institution & Analysis of Need for Change Guidelines and Rubric

Overview: In the first milestone leading to the successful completion of your first capstone component, provide an overview of the hypothetical institution that
you have selected/designed based on the provided criteria, including your version of that institution’s vision, mission, and goals. In addition, describe the need for
the change that you will propose in subsequent milestones and the overall capstone.

Prompt: In this milestone, you will submit the Overview of the Institution & Analysis of Need for Change portion of your change initiative proposal in the form of
a 2–3 page paper. This milestone should:

A. Provide an overview of the institution. At a minimum, you should identify its level, control, instructional program, enrollment, undergraduate profile,
size, and setting. Include other information that you feel is necessary to establish a solid foundation for understanding the institution you have
designed.

B. Provide a vision, mission, and goals for the institution you have designed that is in alignment with, and supportive of, the Carnegie Classification that
you have selected.

C. Describe the need for the change at the institution. At a minimum, you should specify with relevant data, the need that your change initiative will
address within the context of the institution’s mission, vision, and goals. It is also important to discuss the urgency of the change or time
implications, and describe the impact if the change initiative is not undertaken.

You will base the hypothetical institution on your choice of characteristics from the provided list below that address Institution Type, Type of Change and
Intended Goal, and Source of Change. The combination of the three will be the foundation of the hypothetical institution that you will use for Milestone One and
your capstone. You are encouraged and expected to add additional details and nuances to your selected Institution Type, Type of Change and Intended Goal, and
Source of Change, all in line with your particular areas of interest and expertise.

Institution Type
Institution Type presents institutions with differing characteristics based on the Carnegie Classification. The Carnegie Classification system offers higher education
researchers and policy makers a framework for referencing and grouping roughly comparable institutions. The classifications are time-specific snapshots of
institutional characteristics and activities based on national data. Please consult the Carnegie Classification website for a definition of each of the characteristics
and categories included in the table below.

Institution Type

Inst. Level &
Control

Instructional Program Enrollment
Profile

Undergraduate
Profile

Size &
Setting

1 4-year or
above
Private not-
for profit

Undergraduate: A&S-
F/NGC

ExU4

FT4/MS/LTI

S4/HR

http://carnegieclassifications.iu.edu/classification_descriptions/basic.php

2 4-year or
above
Public

Graduate:
CompDoc/NMedVet

HU

MFT4/S/HTI

L4/NR

3 4-year or
above
Public

Graduate:
CompDoc/NMedVet

HU

FT4/MS/LTI or

FT4/S/LTI

L4/R

4 2-year
Public

Assoc. ExU2

Mix2

L2

5 4-year or
above
Private

Any VHU or HU or
MU

PT4 M4/NR or
L4/NR

6 Your choice – please specify in the Overview of the Institution & Analysis of the Need
for Change section of your Proposal–

Type of Change and Intended Goal

1. Curricular change–to incorporate new technology and accommodate diverse learning styles
2. Administrative change–to improve efficiency, effectiveness, and service to the customer
3. Academic support change–to systemically improve retention and completion rates
4. Academic program change–to connect academic offerings (and graduates) to the needs of the economy
5. Mode of delivery change–to systematically change mode of delivery options for a diverse student audience from traditional bricks-and-mortar settings

to a completely asynchronous environment
6. Academic philosophy change–to shift the academic enterprise to a competency-based model
7. Your choice–please specify in the Overview of the Institution & Analysis of the Need for Change section of your proposal

Source of Change

1. Internal: An internal group of stakeholders or leaders is requesting change. These might include faculty, administrators, or staff.
2. External: An external group of stakeholders or leaders are requesting change. These might include parents, lawmakers, a governing board, influential

funders, or accrediting bodies, among others.
3. Internal and External: Forces are such that the request or need for change are coming from both internal and external forces.

If you have any questions after reading through the feedback on this milestone, reach out to your instructor. Remember that your instructor is a resource you
should utilize throughout the course.

Make sure to include the following critical elements in your paper:

Critical Elements

Provide an overview of the selected hypothetical institution based on characteristics
from the provided list that address Institution Type, Type of Change and Intended
Goal, and Source of Change

Provide vision, mission, and goals statements for the institution that align with its
Carnegie Classification

Describe need for change

Analyze data to build a case for change

Identify the urgency of the change or time implications

Assess impact if change not undertaken

Submission has no major errors related to citations, grammar, spelling, syntax, or
organization

Guidelines for Submission: Your paper must be submitted as a 2–3 page Microsoft Word document with double spacing, 12-point Times New Roman font, one-
inch margins, and sources cited in APA format. There is no minimum number of sources required. Utilize tables, figures, and graphs to the extent that you deem
appropriate, and incorporate these tables, figures and graphs into the document to improve readability.

Rubric
Critical Elements Proficient (100%) Not Proficient (0%) Value

Overview Provides an overview of the selected
hypothetical institution based on
characteristics from the provided list
that address Institution Type, Type of
Change and Intended Goal, and
Source of Change

Does not provide an overview of the
selected hypothetical institution based
on characteristics from the provided list
that address Institution Type, Type of
Change and Intended Goal, and Source
of Change

25

Vision, Mission, and
Goals Statements

Provides vision, mission, and goals
statements for the institution that
align with its Carnegie Classification

Does not provide vision, mission, and
goals statements for the institution that
align with its Carnegie Classification

25

Need for Change Describes need for change Does not describe need for change 10

Case for Change Analyzes data to build a case for
change

Does not analyze data to build a case
for change

10

Urgency of Change Identifies the urgency of the change
or time implications

Does not identify the urgency of the
change or time implications

10

Impact of No Change Assesses impact if change not
undertaken

Does not assess impact if change not
undertaken

10

Writing Mechanics Submission has no major errors
related to citations, grammar,
spelling, syntax, or organization

Submission has major errors related to
citations, grammar, spelling, syntax, or
organization

10

Earned Total 100%

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