A methodological pathway for institutional transformation in Higher Education Institutions
VISION
The CATALISI framework offers a structured, adaptable and evidence-based approach that empowers Higher Education Institutions (HEIs) to lead systemic change in Research & Innovation (R&I).
PURPOSE
Support universities in embedding transformation into their strategy, governance and operations through a structured process and targeted acceleration services. In particular, it helps to:
- Embed institutional transformation strategically.
- Align with European Research Area (ERA) and European Education Area (EEA).
- Promote participatory and evidence-based decision-making.
- Foster peer learning and collaboration across HEIs.
| Not a one-size-fits-all model, but a modular and flexible approach tailored to each institution.
The methodological Pathway
WHY IT MATTERS
- Promotes systemic and sustainable change in R&I.
- Ensures alignment with EU policy priorities (ERA & EEA).
- Encourages participatory governance and cross-institutional collaboration.
- Tested in 7 European HEIs, proving its scalability and flexibility.
THE 5-STEP TRANSFORMATION PROCESS
- Define Strategic Intervention Areas
Purpose: identify the areas within the university that require targeted transformation to better align institutional strategies with ERA and EEA priorities.
- Conduct an institutional self-assessment to define a long-term vision, select key transformation areas (g. Open Science, Gender Equality, Sustainability), and engage leadership across all levels to ensure strategic alignment and commitment.
- Conduct an internal reflection and self-assessment using guided semi-structured tools.
- Define long-term institutional vision and commitment.
- Select Intervention Area(s) such as Open Science, Gender Equality, Public Engagement, Research Integrity, or Sustainability.
- Engage both academic and administrative leadership to ensure alignment and ownership.
Output: intervention areas for transformation identified; HEI ready to activate its Living Lab process.
- Co-create and design the Transformational Pathway on the selected area of change
Purpose: Build the shared foundation for institutional transformation.
- Activate a participatory Living Lab to co-create with key stakeholders, map needs and opportunities, and jointly design a Transformational Pathway and Action Plan grounded in a Theory of Change with measurable SMART KPIs.
- Activate an Acting Living Lab, a participatory space where key relevant stakeholders from academia, civil society, industry, and public authorities collaborate.
- Facilitate co-creation workshops to map needs, expectations, and opportunities for change.
- Co-design a Transformational Pathway – a living roadmap connecting goals, actions, and milestones.
- Develop an Action Plan supported by a Theory of Change and measurable SMART KPIs.
Output: Stakeholder mapping completed; tailored Action Plan designed.
- 1st Implementation cycle and formative evaluation
Purpose: Translate Action Plans into measurable progress.
- Launch the first implementation cycle with the support of modular acceleration services, applying the Theory of Change and formative evaluation to align and refine actions toward institutional goals.
- Launch the first implementation cycle, supported by modular acceleration services (e.g. mutual learning, counselling, trainings, peer exchanges).
- Conduct the 1st formative evaluation cycle involving key facilitators, governance units, and external experts.
- Apply the Theory of Change approach to ensure that actions are aligned with intended impacts and review and refine the Action Plan to maintain alignment with institutional goals and evolving priorities
Output: 1st cycle of implemented activities; validated Action Plan; Transformational Pathway under active review.
- 2nd Implementation cycle & institutional anchoring
Purpose: Anchor transformation in institutional governance and long-term vision.
- Implement the updated Action Plan and Transformational Pathway to embed transformation into governance and long-term strategies, while maintaining the Living Lab for reflection and scaling through cross-sector partnerships.
- Update the Action Plan based on the formative evaluation
- Implement the updated Action Plan that includes revised objectives, actions and timelines.
- Update the Transformational Pathway as a governance instrument and ensure the embedding of transformation actions into governance, policies and resource planning so they persist in the long-term.
- Keep the Acting Living Lab active for collective reflection and strengthen cross-sector and international partnerships to scale-up transformation.
Output: updated Transformational Pathway; refined Action Plan; strategic integration of the Transformational Pathway into HEI’s policy frameworks.
- Consolidation, sustainability and transfer
Purpose: Ensure sustainability and expand impact.
- Complete the second implementation cycle, consolidate results through evaluation, and build a sustainability roadmap leveraging the CATALYST Hub and Communities of Practice to replicate the model across HEIs.
- Complete the 2nd implementation cycle and stabilise internal changes.
- Conduct the 2nd formative evaluation cycle; produce recommendations for replicability and scalability.
- Build a sustainability roadmap identifying funding, partnerships, and long-term support mechanisms.
- Leverage the CATALYST Hub and Communities of Practice to transfer and replicate the model across other HEIs.
Output: final version of Transformational Pathway; Evaluation and recommendations for replication.
Acceleration services
7 INNOVATIVE ACCELERATION SERVICES
| Modular, replicable, and scalable innovative tools designed to accelerate change and adaptable to diverse contexts.
Impact & Message
IMPACT & TRANSFERABILITY
- Validated in 7 European universities.
- Ready for adoption by other universities across Europe, University alliances, national agencies and EU programmes.
- Promotes inclusive, open and sustainable innovation.
“CATALISI provides a replicable and scalable roadmap for universities to lead sustainable institutional transformation through co-creation, learning, and innovation.”










