The LRM Primer

Learning Relationship Management (LRM)

Everything you need to help every student succeed.

Pathways

Help students define a clear purpose for their education and a firm plan to achieve it.

Coaching Hub

Make it easier to advise and manage hundreds of students with a comprehensive dashboard

Learning Communities

Help your students find peers who share their passions and deepen their engagement

Flags

Get customized alerts whenever a student is straying off course – or if they’ve achieved something notable

Profile

Give your students a portfolio to show off their passions and accomplishments to peers and employers

Analytics

Get actionable insights into your students’ progress so you can continually improve their experience

Badges - Microcredentials

Help students define and demonstrate their competencies with badges tagged to each of their core skills

Communications Hub

Connect with your students the way they prefer - online and via SMS

Mentor Network

Recruit alumni to give back to the next generation and let students search for the perfect mentor

Learning Apps

Build or borrow bite-sized courses to help your students quickly develop critical academic and career skills

Executive Summary

For StaffFor Students

Learning Relationship Management (LRM) is a new category of learning technology that gives you

the ability to make sure that all your people have the core relationships they need to achieve great

things. Unlike SIS and LMS tools that ignore relationships, LRM recognizes that, at its core, learning is

a fundamentally relational endeavor. LRM gives you the tools to make sure that all your learners have

mentors and coaches, that they belong to learning communities, that they have a strong purpose for

their education, and have a clear learning pathway to pursue that purpose.

When all your students have those core assets, they'll surprise you with how far they'll go.

LRM

P E O P L E | P U R P O S E | PAT H W A Y S

Your best students have most of these assets

✓ Strong preparation ✓ Extracurriculars

✓ Support at home ✓ Mentors

✓ Intrinsic motivation ✓ Networks

✓ Grit ✓ Resources

✓ Positive peer relationships ✓ Social capital

LRMs take an asset-based approach to learning and achievement rather than an interventionist

approach to failure prevention.

The core idea is that people who have the following assets are much more likely to succeed in

school, in work and in life.

Students who have a clear purpose for their life and education, who can visualize a path to that

purpose, and who have the right support from people along the way are much more likely to

succeed. And even when they fail, they are able to pick themselves up and keep going.

So the big idea here is to be Proactive. Don’t wait for students to fail and then try to intervene.

Instead, proactively help everyone in your organization to build the assets that they need to

pursue a meaningful purpose for their lives.

LRM's Big Idea

We learn in context of:

1. People who support us and provide us with accountability

2. Goals - a long term purpose and a pathway to reach that purpose

The landscape according to LRM:

Where Does LRM Fit?

There are 3 major systems that most schools and companies use to manage the education and

training of their people: 1. SIS/HR2. LMSs3. CRMs

Physical Equivalent Description

SIS/HR Systems Canonical source of data, manages transactions

LMS Where people assemble for traditional classes

CRM Sales tool

We believe that LRM is the fourth and most important system system because it recognizes that,

at its core, learning and achievement are fundamentally relational activities.

The Experience of LRM For Students

LRM helps you prepare every student with the three major predictors of success:

� Purpose Successful students have clear goals for their educations. LRM helps every student set goals and track their progress towards achieving them.

� PathsSuccessful students have a concrete plan to achieve their goals. LRM helps every student build a plan and stay focused on achieving it.

� PeopleSuccessful students have strong relationships. LRM gives every student access to a personal coach, a network of mentors, and a community of peers.

LRM equips advisors with solutions to their biggest challenges:

� Too much data to track LRM puts information for every student and every past conversation at their fingertips.

� Too many students to support LRM flags the students who need their help the most right now.

� Too few resources to help LRM lets them recommend skill-building apps and mentors, tailored to each student.

� Too siloedLRM connects them with faculty, staff, and mentors across your community to collaborate on serving students effectively.

The Experience of LRM For Advisors

FIDELIS Learning App Platform

Fidelis provides all the tools you need to build engrossing learning experiences Learning Apps can be moderated or unmoderated

We think the market of LMSs and MOOCs is crowded because many think that if you build a good enough course, students will learn. In our view though, learning is a fundamentally goal-oriented social endeavor where -- with the right motivation, mentoring, coaching and community -- a decent library and internet connection are enough for most students to learn. So the focus of our platform is primarily on outcomes and learning relationships.

That being said, our customers need good, simple tools with which to build classes. So that's what we've developed. With an emphasis on simplicity, Fidelis's learning app authoring tools are template-based and take only 2-3 minutes to get started building.

We call courses on Fidelis's platform learning apps to signify that they don't have to be traditional classes. They can be anything from a 5 minute tutorial to a 500 hour degree. Most customers build learning apps to cover specific topics in depth, then modularly assemble apps into courses and learning plans.

Rich-Media Content Templates

We've tried to be exhaustive in providing customers with simple but powerful tools for rendering content for their members. If you need a template that you don't see, just ask, we've either got it ready now, are building it, or will build it on demand.

Learning App Marketplace

To avoid reinventing perfectly good wheels, Fidelis has developed a way for learning communities to both share and sell their courses to members of other learning communities and to other communities directly.

Career Advancement Apps

Mastering Your Elevator Pitch LinkedIn 101 Finding & Keeping a Mentor

Building Your Professional Reputation

Building Your Professional Network Career Choice Strategy

Career Strategic Mindset Personal Branding Resumes 101

Fidelis' platform comes with these core learning apps

Education Success Apps

Making the Most of College Study Skills College Major Strategy

College ROI Making the Most of an MBA Time Management

Personality Inventories

Enneagram Jung Typology Personality Test RIASEC Career Inventory

Basic Professional Skills

Business Lingo & Jargon Business Email Etiquette Interviewing Basics

Writing

20 Common Writing Errors Avoiding Plagiarism Evaluating Web Resources

FIDELIS Micro-Credentials & Digital Badges

Building better people search A 21st century education needs 21st century credentials

Demonstrate your skills in a simple, branded wayIt just doesn't cut it that after 16 years of school and over 32k hours studying, graduates have only four

pieces of data to describe their capabilities a) degree b) school c) year of graduation and d) GPA.

And resume's are even worse because although they allow people to make claims, they provide

almost no mechanism to validate or see evidence of claims.

Digital Badges are micro-credentials that solve problems for students, schools, and employers by

providing organizations with a way to vouch for people that they've mastered some combination of

capabilities. Students benefit because they can use badges to customize their educational pathways.

Employers benefit because badges make it easier to find appropriately trained and educated people.

And schools benefit because they get self-motivated students who are less likely to drop out.

Badges vs Apps

Learning Apps are formative learning experiences. Students don't earn badges for completion.

Badges instead are conferred by learning communities for mastery according to standards.

Badge exams can include all the assessment tools available in learning apps. But unlike Apps, they

are purely summative assessments -- with no intent to teach, just to determine what a student

knows and what they can do.Badges on Fidelis are real credentials exclusively for real achievements There is no place for badges for participation, conferred like so many trophies to make people feel

good or raise self-esteem. After all, self-esteem laid atop a superficial sheen, is a sorry substitute

for confidence built on real achievement.

Example Badges

� Biology

�Finance

�Chemistry

�Merger Management

�Computer Science

�Innovation Theory &

Practice

�History - Military

�Business Strategy

�Intelligence

�Economics - Development

Fidelis's platform improves badges in 7 critical ways

SearchIf a user learns something important, but can't be discovered through search as a result, it's a wasted opportunity

Brand Degrees are not all created equal and neither are badges. On Fidelis, the badge is the logo of the conferrer of the badge

LeveledThe idea that one is either certified or not is silly. Everyone's expertise lies along a spectrum and so to be trusted, all badges have to have levels that represent that spectrum.

SelectiveIf it's easy to get, it's not very valuable. On Fidelis badges have clear criteria that has to be met. And our badges go all the way from "Basically Familiar" to "Leading Expert".

TransparentIn 7 seconds on Fidelis, you can figure out if you think a badge is trustworthy, by noting the brand of the conferrer, quickly looking at the topics covered, and looking at the pass rate (selectivity). Additionally, you can see sample questions at the various levels.

Convenient Fidelis's tools make it a snap to build badge exams, to administer them, and to upload third party badges along with evidence that the user has earned that badge.

Employer focusBadges are all tagged with common keywords found in job requisitions and resumes, making it easy both for employers to identify the badges they're looking for, and for job seekers to find badges that will make them more competitive for the kinds of jobs they want.

What People are Saying about LRM

"LRM is not only an interesting product or integration option to watch, but also a movement any institution serious about academic innovation should join.”

- Brian Fleming Senior Analyst, Eduventures

What are the results?

“The biggest change for the coaches since introducing LRM is the type of conversations that are held with the students. The coaches have been able to move away from the ‘process’ and focus on the student’s goals and needs. This may sound simple, but it has made a huge a positive impact. Not only do our students love the individual attention, but it also empowers the coaches.”- Student Services Coach

“We found that LRM users completed the enrollmen and transfer credit processes at higher rate, had lower course withdrawals and drops, exhibited higher GPA in their initial courses and registered for subsequent classes earlier than those in the larger student population.”- American Public University System

“[LRM] is an emerging category that has the potential to solve critical problems – attrition, the skills gap, and lifelong learning."

- Tom Vander Ark Founder and CEO, Getting Smart

Better

Conversations

Better

Outcomes

"The LRM will rise as a new category to make online and blended learning, competency-based learning, and the unbundling of the university far more fruitful and productive for learners, educational institutions, and employers.”

- Michael HornCo-Founder, Clayton Christensen Institute

Early Adopters of LRM

LRM is currently helping tens of thousands of students succeed at institutions across the country.

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What’s the big idea behind LRM?

Existing education platforms focus

on individual students and courses.

But everyone knows that students

learn best through relationships.

Just compare the impact of flash

cards or textbooks vs. a great

mentor or team. And thus, LRM is

the first platform that allows

institutions to centrally scale and

manage learning relationships

across campus.

Alumni Mentors

Alerts Communities

Peer Relationships

Coaching & Advising

Industry Connections

LRM Scales

Relationships

Collaboration Tools

In addition to complementing the above platforms, LRM is a complete substitute for the

following systems:

� Retention tools: LRM not only provides early alerts but solutions to help the students they

identify

� Badging platforms: LRM makes it easy to assess and award badges for specific

competencies

� Mentoring software: LRM has everything you need to start or support a mentoring

program out of the box

� SMS platform: LRM allows you to communicate with students both via app and text

message

And if you're launching a competency-based education (CBE) program, LRM even replace

your LMS since it's built for self-paced, always-available training on key competencies.

� CRM is the perfect tool to track the admissions process

but isn’t great for serving current students. So

it provides a natural handoff to LRM to

convert and retain admitted

students.

� SIS is the canonical source of

student data but can’t help build

relationships between your

students and campus

community. So it provides the

backbone for LRM to build

relationships on top of.

� LMS is essential for teaching courses but it’s not

well-suited to helping students succeed in them. So its

data serves as the basis for LRM to facilitate class

communities and academic support.

� Analytics tools are great for understanding the challenges

on campus but they can’t help you do anything about

them. So LRM lets you take action to solve the significant

issues facing your students.

In addition to complementing the above platforms, LRM is a complete substitute for

traditional Retention tools that merely provide alerts about struggling students. LRM not

only provides that functionality but a whole range of solutions for serving those students.

Where does LRM fit?

DataWarehouse

LRM is the perfect complement to your existing platforms. It fills in the holes left by existing

tools to provide relationships support at every stage of the student lifecycle:

Retention tools

API

Who else is in this space?

Eduventures noted that “Fidelis is the first true mover in this market.”

However, there's two other pure play LRM pioneers as well as several

retention tools that offer some of LRM’s functionality. Note that if you

have LRM, you don’t need a stand-alone Retention CRM since LRM does

everything they can do and much more.

Pure Play LRMs Retention Solutions

Feature

Personal Learning Plans

Yes Yes Yes Yes No No No

Advisor Dashboard Yes Yes Yes No Yes Yes Yes

Flags Yes ? Yes Yes Yes Yes Yes

Analytics Yes Yes Yes Yes Yes Yes Yes

Mentor Networks Yes Planned No No No No No

Learning Communities Yes Planned No No Yes No Yes

Learning Apps Yes Yes Yes No No No No

Portfolios + Badges Yes Planned No No No No No

Talent Search Yes Planned No No No No No

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Standard Flags Color Source

New Account Created LRM

Missed a goal LRM

No contact in 3 weeks LRM

No login in 1 week LRM

Objective Change LRM

Mentor Request Declined LRM

Completed first goal LRM

Completed first 5 goals LRM

Completed 5 goals in a row without missing LRM

Completed 10 Goals in a row without missing LRM

Invited a first mentor unprompted LRM

Added a first custom goal unprompted LRM

Joined a first community unprompted LRM

Added as a community admin LRM

Got a first mentee LRM

Added 4th Mentor LRM

Added 8th Mentor LRM

Got a 4th Mentee LRM

Got an 8th Mentee LRM

Failed Assignment/Quiz LMS

Cumulaitve GPA Went Down SIS

Missed 2 Classes in a Row LMS

Added/Changed a Milestone/Stacked Credential LRM

Financial Aid Hold SIS

Failed Class SIS

Academic Probation SIS

Didn't Enroll for Classes 3 Days Before Deadline SIS

Missed Tutoring Session SIS

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What data can we get from LRM?

Relationship Data - Every time a student clicks in LRM, it's tracked. This means, you can easily find out:

� How often are your students connecting with the campus community?

� How many mentors do they have?

� How long has it been since they connected with their mentors and coach?

Outcome Data - In addition to tracking progress towards their goals, LRM integrates with other platforms to give you real-time alerts on:

� How many goals have students completed?

� How are they performing academically?

� Are they enrolled for next semester?

How long since your last checkin?

How’s their GPA looking?

Define based on your key metrics

An overview of all students

Pull data from your LMS + SIS

Get real-time alerts

How secure is LRM?How accessible is LRM?

"A text equivalent for every non-text element shall be provided (e.g., via ""alt"", ""longdesc"", or in element content)."

Equivalent alternatives for any multimedia presentation shall be synchronized with the presentation.

Web pages shall be designed so that all information conveyed with color is also available without color, for example from context or markup

Row and column headers shall be identified for data tables

Markup shall be used to associate data cells and header cells for data tables that have two or more logical levels of row or column headers.

LRM is built on industry-standard technology:

LRM has been thoroughly tested against 508 standards.

Hosted on Amazon Web Services (AWS) in a Virtual Private Cloud (VPC) environment

Multiple layers of firewall to ensure that all connections are fully authenticated and secure

Sensitive and personally identifiable data is encrypted using AES-256

Each user controls how much information is available to members of the community

Fully FERPA compliant

Bryan University

• Bryan University welcomes a new cohort every month

• In March 2015, they implemented a new coaching program powered by LRM

FIDELIS - Experimental Results

Assignment

Submission

Rate

10/14 11/14 1/15 2/15 3/15

72% 67% 69% 72% 91%

Pass

Rate

10/14 11/14 1/15 2/15 3/15

61% 64% 61% 77% 89%

American Public University

• APUS has tested LRM with 5K students for a year, achieving the following results

Quantitative

“In 2014, we completed a successful pilot of the new ClearPath Learning Relationship Management

(LRM) System, a social media tool that fosters engagement and collaboration. The results:

ClearPath users, on average, completed the enrollment and transfer credit process at a higher rate,

had lower withdrawals and drops, exhibited a higher GPA in their initial courses, and registered for

subsequent classes earlier than those in the larger student population.” -Annual Report Qualitative

“The biggest change for the coaches since introducing LRM is the type of conversations that are

held with the students. The coaches have been able to move away from the ‘process’ and focus on

the student’s goals and needs. This may sound simple, but it has made a huge a positive impact.

Not only do our students love the individual attention, but it also empowers the coaches (which is

the perfect term for describing what they do). I have always said that LRM would change the way

the university operates, and so far I have not been proven wrong.”

fideliseducation.com

©2015 Fidelis Education Inc.FIDELIS

FIDELIS EDUCATION

PILOTING LRM

Why do a pilot?Fidelis believes so strongly in the power of Learning Relationship

Management (LRM) that we prefer to begin new partnerships by proving

our impact. And there’s no better way to do that than running a pilot test

tao compare to your overall student population.

How does the pilot work?There are five simple steps

to initiate a pilot:

We’ll PROVIDE A FULL,

PREMIUM ONBOARDING

EXPERIENCE — from leadership

alignment to management

training

We’ll SET UP BASIC

INTEGRATIONS with your

SIS and LMS but won’t require

any heavy lifting from your

technology team

What does an ideal pilot look like?In our experience, the best pilots have the following characteristics:

Crystal clear objectives

All parties agree on what success looks like

Big and long enough to be statistically meaningful

We recommend at least 500 students, each with an

assigned coach, over the course of 9-15 months

Strong commitment to a fair test

Leadership and advisors are all bought-in to an apples-to-

apples comparison

“Goldilocks”-level implementation

Just enough integration with other platforms to get the

pilot off-the-ground but not so much as to drive your tech

team crazy

Start at the beginning

Applying LRM to newly admitted students provides the

cleanest read on the platform’s impact

Keep your eye on ROI

In addition to measuring LRM against objectives, make

sure that the platform pays for itself through increased

enrollment and retention

You’ll COMPARE THE

RESULTS of the sample

group against those of the

control group to determine

whether LRM is right for your

institution

Together, we’ll

CHOOSE A SAMPLE GROUP

to participate in LRM (e.g., 10%

of the incoming class) and a

control group (the other 90%)

We work together to

SET SHARED BENCHMARKS

for Conversion, Retention, and

Staff Satisfaction