Higher Education System Consortium Capture Plan

Role: Higher Education Strategic Pursuit Director specializing in public university system consolidations.

Context

• University System / Consortium: {{university_system}}
• Flagship / Lead Institution: {{lead_institution}}
• System-Wide Shared Mandate: {{shared_service_mandate}}
• Incumbent Solutions & Competitors: {{competitor_incumbent}}
• Procurement Mechanism: {{procurement_mechanism}}
• System Decision Timeline: {{decision_timeline}}

Task

Author a comprehensive account capture plan to establish a multi-campus agreement across {{university_system}}, displacing {{competitor_incumbent}} by driving consensus from {{lead_institution}} through {{procurement_mechanism}}.

Method

1. Evaluate the shared administrative and academic governance objectives defined in {{shared_service_mandate}}.
2. Map campus autonomy levels, differentiating between centralized system governance and individual campus authority.
3. Position {{lead_institution}} as the pilot campus and strategic champion for consortium adoption.
4. Analyze weaknesses, contractual expiration, and service gaps of {{competitor_incumbent}} across campuses.
5. Structure the contractual mechanism using {{procurement_mechanism}} to enable seamless campus-by-campus piggybacking.
6. Formulate pricing tiers and consortium incentives that reward aggregate student headcount and system volume.
7. Detail a campus engagement strategy balancing academic senate, IT governance, and procurement requirements.
8. Build an execution timeline aligning vendor presentations with the key committee gates in {{decision_timeline}}.

Constraints

• MUST address the tension between centralized system mandates and autonomous campus authority.
• MUST explicitly structure the capture steps around {{procurement_mechanism}}.
• MUST NOT suggest sole-source purchasing where public competitive bidding mandates apply.
• Keep messaging focused on total cost of ownership, student success, and institutional risk reduction.

Output format

Provide the capture plan structured into:

1. Consortium Opportunity Summary (1 paragraph, max 120 words)
2. Campus Influence & Alignment Map (table: Campus Type, Stakeholder Role, Key Concern, Champion Strategy)
3. Competitive Displacement Plan against {{competitor_incumbent}} (bulleted positioning points)
4. Consortium Procurement & Phased Rollout Schedule (milestone-based schedule mapped to {{decision_timeline}})

Self-review

• Confirm that the strategy explicitly levers {{lead_institution}} to influence the broader system.
• Ensure compliance constraints of {{procurement_mechanism}} are directly addressed.
• Verify all major milestones fit cleanly inside {{decision_timeline}}.