Did an analysis on another board and don't want to lose it so copying here for easier reference later and in case anybody here is interested in my idle musings. Context is somebody saying "I am not sure that long "rebuilding" efforts can work anymore, in the era of the transfer pandemic. I'm not even sure that most programs can be successful by primarily recruiting high school students, when their toughest competition recruits experienced and proven college-level winners. I hope, for Stanford's sake, that the traditional approach can be made to work at this one unique university, even if it is no longer the norm elsewhere."
To which I posted:
To what extent does your prediction account for the change in transfer rules now supposedly only allowing players to transfer without penalty once, barring extreme circumstances? That seems like it could be a fundamental change. Part of why the "transfer pandemic" has been so revolutionary is how efficient it makes the talent market. Going from essentially unlimited transfers to one transfer seems like it could change all that big time.
My brain isn't big enough to game out what this could mean for Stanford. I could see it benefiting us by making high school recruiting more important than it was for the 2022 and 2023 seasons. I could see it hurting us by making our players, who mostly are at their first school, very attractive to poaching by others. I could see it having impacts I can't predict. I could see if affecting the landscape one way one year and another the next.
My hunch is that regardless of how it plays out there will still be a place for high school recruiting, good coaching, culture....in other words the various models that have traditionally allowed for winning will still succeed to some degree. The norm may become transfer shopping but it won't be the exclusive model. Further, I would hypothesize that the combination of high school and transfer recruiting will matter more than who wins the transfer portal. To look into this, I thought I might look at this year, when the transfer landscape was at its peak and not regulated in the way it supposedly will be going forward. Here are the top 25 teams in Sagarin at the moment with two numbers listed, the On3 transfer portal ranking (ranking net inflow/outflow of transfer talent) and the 247 talent composite ranking (ranking teams based on their full rosters inclusive of high school recruits and transfers):
1. Alabama - 66, 1
2. Ohio State - 37, 3
3. Georgia - 62, 2
4. Oklahoma - 24, 9
5. Penn State - 44, 13
6. Texas - 36, 6
7. Michigan - 23, 14
8. Oregon - 16, 10
9. Washington - 17, 26
10. USC - 3, 8
11. Notre Dame - 50, 11
12. Texas A&M - 68, 4
13. Ole Miss - 6, 23
14. Kansas State - 29, 68
15. Florida State - 10, 20
16. Tennessee - 27, 16
17. LSU - 9, 7
18. Utah - 31, 33
19. Wisconsin - 8, 30
20. TCU - 18, 19
21. North Carolina - 33, 17
22. Clemson - 65, 5
23. Miami - 12, 12
24. Oregon State - 34, 56
25. UCLA - 4, 24
[For perspective: 102. Stanford - 69, 37]
Only 13 of the top 25 teams were top 25 in the transfer portal, which compares to 20 being top 25 in the talent rankings (anybody still think it's not Jessies and Joes when 80 percent of the top 25 can be predicted by recruiting rankings?).
The top 25 includes 8 teams that were below average in the transfer portal, all of whom were elite overall talent composite teams. The closest thing to an outlier in that respect is Oregon State, totally mediocre in the transfer portal and well below average in total on paper talent.
The Beavers are instructive outliers here. It is still possible to have a very good team based on Xs and Os and culture. Jonathan Smith is a hell of a coach. As you can see above, this model is also succeeding at Kansas State....and that's it. Smith and Chris Klieman are excellent coaches that should have a lot of suitors. But they're outliers. Only two of the top 25 programs don't belong in terms of on paper composite talent. RIP Xs and Os as the major explanation for success.
When I look at this - again, a year at the apex of transfer portal salience and chaos - it seems clear to me that the overriding factor in college football competitiveness is not the transfer portal at all but rather the blue bloods that always compete at the top are continuing to compete at the top, transfer portal be damned. Because it's extremely hard to break into that group if you're not already one of those programs, some look to inspired coaching hires to overcome talent deficits. But it's hard to identify the next Smith or Klieman, and even if you do it's tough to hold on to a coach like that.
To me the model to aspire to is something like what Utah, Washington, and Wisconsin are accomplishing. Be ambitious enough to demand good coaching and then pair it with good enough recruiting. If you can recruit in the upper half of Power Five football - even if just barely - and have enough pride in the program not to accept results worse than that, you can be a relevant program. Stanford had that going on for almost a decade but when the results slipped we didn't have any pride to demand better. I think we can and should do more to put ourselves in position to be like the Utah, Washington, and Wisconsin types of the world. But we don't act with that level of ambition. When Washington had an opening, they got a supernova Group of Five coach who had also won three NAIA national championships. When Wisconsin had an opening, they got one of the most proven and long-coveted coaches in the nation. When it was our turn, we went with a guy with three years of FCS coaching experience. We choose to roll the dice and hope to strike gold like the Oregon States and Kansas States of the world. Much lower probability of success, and I think that should be beneath the Home of Champions.
P.S. Not to say I'm anywhere close to giving up on Taylor being a home run. I liked him quite a bit as far as bargain hires go and I think we have a chance, just making a broader point and what I really wanted to do in this analysis is point out the narrow but plausible path to relevance for teams that don't have elite talent.