Checklist for Strengthening Shared Governance While Leading Change

Introduction

Shared governance is a defining feature of higher education, but it can also complicate efforts to implement change. For CAOs, the challenge is to honor governance structures while maintaining momentum.

Clarity and transparency are essential. Clearly articulating the rationale for change, the criteria for decision-making, and the timeline for action can help build trust.

Early and meaningful engagement with faculty leaders is equally important. Involving governance bodies at the outset—rather than after decisions have been made—can lead to better outcomes and stronger buy-in.

At the same time, CAOs must recognize that not all decisions can be made by consensus. Leadership requires making difficult choices, even in the face of disagreement.

The key is balance: respecting the principles of shared governance while ensuring that the institution can adapt to changing circumstances.

Here is a practical, leadership-focused checklist to help you navigate shared governance while advancing change.


 

Shared Governance Checklist:
Leading Change with Trust and Momentum
 

1. Clarify What Shared Governance Means at Your Institution

Ensure there is a shared understanding of roles, responsibilities, and decision rights among faculty, administration, and governing boards.

2. Define the Case for Change Early

Clearly articulate the “why”—including data, external pressures, and institutional priorities—to establish urgency and context.

3. Engage Faculty Leadership at the Outset

Consult key governance bodies (e.g., faculty senate, committees) early in the process to shape direction, not just react to proposals.

4. Be Transparent About Decision-Making Processes

Communicate how decisions will be made, who is involved, and what input will be considered to reduce uncertainty and mistrust.

5. Distinguish Between Consultation and Decision Authority

Be explicit about which decisions are advisory, consultative, or administrative to avoid confusion and frustration.

6. Provide Timely and Accessible Information

Share relevant data, analyses, and constraints in clear formats so faculty can engage meaningfully and constructively.

7. Build Realistic Timelines for Input

Allow adequate time for governance review while maintaining forward momentum—avoiding both rushed processes and indefinite delays.

8. Listen Actively and Respond Thoughtfully

Demonstrate that faculty input is heard by acknowledging concerns, incorporating feedback where possible, and explaining when it is not.

9. Prepare to Make Difficult Decisions When Needed

Recognize that consensus is not always possible; exercise leadership by making informed decisions aligned with institutional priorities.

10. Close the Loop and Sustain Trust

After decisions are made, communicate outcomes, next steps, and how input influenced the result to reinforce credibility and shared purpose.

This checklist helps strike the essential balance: honoring shared governance as a core academic value while ensuring that necessary institutional change can move forward effectively.


 

Although the checklist is general and intended as a reminder, it provides you with information to help ensure institutional compliance and reduce risk. I hope you find the checklist helpful and I welcome your ideas and suggestions. Please be sure to consult with your legal counsel on matters requiring legal advice.  You can reach me at [email protected] 


By: Mary Kennard, Esq.
Senior Consultant, Academic Search.org
© Mary E. Kennard, 2026
Updated August 2026

 
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