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The Transfer Playbook: Essential Practices for Two- and Four-Year Colleges

By Joshua Wyner, KC Deane, Davis Jenkins & John Fink

A second edition of The Transfer Playbook was released in March 2025.


Most students entering community college aim to earn a bachelor’s degree. But, as shown in a study released by CCRC, The Aspen Institute, and the National Student Clearinghouse Research Center earlier in 2016 (see: Tracking Transfer: New Measures of Institutional and State Effectiveness in Helping College Students Attain Bachelor’s Degrees), a relatively small portion of these students transfer and earn a bachelor’s degree within six years.

This playbook is a practical guide to designing and implementing a key set of practices that will help community colleges and their four-year college partners improve transfer outcomes. The playbook is based on the practices of six sets of community colleges and universities that together serve transfer students well. These institutions have higher than expected rates of bachelor’s degree attainment for degree-seeking students who start at community college and transfer to a four-year institution—after accounting for their student demographics and institutional characteristics.

The playbook is organized around three broad strategies observed in these partnerships:

  1. Make transfer student success a priority.
  2. Create clear programmatic pathways with aligned high-quality instruction.
  3. Provide tailored transfer student advising.

Included in the playbook are essential practices underlying each of these three strategies, a discussion of the next frontiers of practice, and a list of activities for community colleges and four-year colleges to undertake in order to implement the strategies.

  • Tackling Transfer

Download Links

Download report
May 2016
View infographic
May 2016
Essential Community College Practices Summary
July 2016
Essential Four-Year College Practices Summary
July 2016
Tool for Assessing Progress Toward Adoption of Essential Transfer Practices for Community Colleges
May 2017
Tool for Assessing Progress Toward Adoption of Essential Transfer Practices for Four-Year Colleges
May 2017
View press release
May 2016

Related Publications

July 2021

Community College Transfer

June 2018

Strengthening Transfer Paths to a Bachelor’s Degree: Identifying Effective Two-Year to Four-Year College Partnerships

February 2018

Using Data Mining to Explore Why Community College Transfer Students Earn Bachelor’s Degrees With Excess Credits

Related Presentations

February 2018

Takes Two to Tango: Applying Insights From Highly Effective Transfer Partnerships

January 2018

What We Know About Transfer Outcomes and How Colleges Can Improve Them

December 2017

What We Know About Transfer Outcomes and How Colleges Can Improve Them

Additional Resources

For more policy briefs and fact sheets, visit CCRC’s Policy Resources page.

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