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SanDiegoandImperialCountiesStudentSuccessTechnologySummaryReport
PreparedbyTheAdaCenterforWestEdOctober25,2018
TheAdaCenterBackground
• Foundedonthebeliefthattechnologyisnotasilverbullettoanyproblem,butwiththerightplanningandimplementation,softwarecanplayanimportantroleinadvancingstudentsuccess
• SupportsnationalinitiativessuchastheBill&MelindaGatesFoundation,AchievingtheDream,theAspenInstituteCollegeExcellenceProgram,AACCPathways,developingopen-accessresourcesforthefield.
• Workdirectlywithcollegesandstatesystemsinneedoftechnologyevaluation,implementation,andintegrationsupport.Institutionsparticipatethroughacohortmodeltakingplaceinthewinter,spring,andfall.
AdaLovelace
FounderofScientificComputing
MeetTheAdaCenter’sNamesakeHigher Education Technology and Process Support
Learn more at theadacenter.org
AcrossSeptember– October2018TheAdaCenterconductedapreliminaryassessmentoftheSanDiegoandImperialCounties(SDIC)studentsuccesstechnologylandscape.Thiswasaccomplishedthrougha‘TechnologyMapping’workshopwithrepresentativecollegeteamsonSeptember27,2018andahandfuloffollow-upinterviewswithcollegestaff.Informationincludedinthisassessmentisself-reportedfromstaffatthefollowinginstitutions:
ThegoalofthispreliminaryreportistosupportSDICindetermininghowitcanbetterleveragetechnologytosupportguidedpathwaysgoals.TheAdaCenterwasunabletoreachImperialValleyCollegeforparticipationinthisexercise.
ProjectGoalsandMethodology
TableofContents
I. SummaryofFindings– ThemesAcrossInstitutions
II. PreliminaryCollegeandDistrictTechnologyMaps
III. CollegeandDistrictOpportunityAreasandSuggestedNextSteps
IV. Appendix:DeeperOverviewofCollegeandDistrictChallengeAreas
3
• PalomarCollege• MiraCostaCollege• GrossmontCollege• SanDiegoCityCollege• SanDiegoContinuingEducation
• SanDiegoMesaCollege• SanDiegoMiramarCollege• SouthwesternCollege• CuyamacaCollege
SummaryofFindingsSDICinstitutionshopetocreateaclearstudentcasemanagementframeworkacrossthestudentjourney.Insuchastructure,informationaboutanindividualstudentiscontinuallycollected,andthenusedtopersonalizethatstudent’spath.Staffandfacultycontinuallyaddtoeachstudent’sprofilesuchthatstudentsaren’trequiredto“telltheirstory”manytimestodifferentoffices,andit’spossibletodiscernwhenastudentisat-riskofgoingoffpath.
Institutionsacrosstheregionareindifferentplaceswithexecutingonthisvision.PalomarCollegehasbeenalong-timeuserofHobsons– Starfish,acasemanagementandearlyalerttool.Today,they’refocusedonengagingfacultyinStarfishreporting,anddelineatingwhichcommunicationscomefromStarfishvs.theLMSvs.ConstantContactvs.othersources.TheteamsatMiraCostaandSouthwesternareactivelyexploringcasemanagementtools,suchasEAB,Starfish,Aviso,Salesforce,andothers.Grossmontisdevelopingahomegrownearlyalerttool,andtheSanDiegoCommunityCollegeDistrictistryingtobecreativewiththetoolsattheirdisposal,likeSARS appointmentschedulingandExcel.
Asinstitutionsintheregionactivelyrefinetheirstudentonboardingandcareerexplorationapproaches,there’sanopportunitytothinkdeeplyabouthowinformationcollectedaboutastudent’sinterestsandcareergoalscanbeusedtoguidetherestoftheirjourneyattheinstitution.Gettingcasemanagementrightduringonboardingiskeytosuccessfullypersonalizingthestudentexperienceforeverythingthatfollows.
Institutionswhohavesuccessfullyimplementedcasemanagementsystems,likeNortheastWisconsinTechnicalCollegeandtheCommunityCollegesofPhiladelphia,haveexperiencedsignificantretentiongainsfromtheirtechnology-mediatedadvisingapproach.Theseinstitutions,andotherswhohaveexperiencedcomparablegains,havefocusedonthesurroundingbusinessprocesses,configuration,andmomentum-buildingcommunicationthat’sessentialtomakingcasemanagementtoolseffective.
UniversalNeedforTechnology-SupportedCaseManagementFramework
SummaryofFindings
ThetencommunitycollegesintheSanDiegoandImperialCountyregionalconsortiafaceauniquesetofchallengesandopportunitieswithleveragingtechnologytosupportpathwaysefforts.Theseinstitutionsnotonlyhaveuniquegovernancestructuresforinformationtechnology,theyalsohavedifferenttechnologystacksandsoftwareprocessmaturity.
Thisdiversityofcircumstanceisgreatnewsforpeerlearningacrosstheconsortia,however,itposesachallengetocentralizedpurchasingintheconsortia.TheprimaryStudentInformationSystems(SISs)usedacrosstheconsortiaincludeOraclePeoplesoftandEllucianColleague.Further,severalinstitutions—includingtheSanDiegoCommunityCollegeDistrict—arecurrentlyinthemidstofimplementinganewERPorupgradingtheirSIS.WithoutaconsistentStudentInformationSystemacrosstheregion,thereareintegrationlimitswithathird-partysoftwaretooldesignedtocreateaunifiedpathwaysexperienceintheregion.ShouldtheSDICregionbeinterestedinaunifiedguidedpathwaystool,theHoustonGPSprojectistheclosestproxyforaregionwithuniqueSISs.
OnehelpfulaspectofStudentInformationSystemdiversityisthatthere’sanopportunityforimpactfulpeersharingacrosstheconsortia.Inparticular,theSanDiegoCommunityCollegeswouldbenefitfromaPeoplesoftdemonstrationfrompractitionersateitherMiraCostaCollegeorPalomarCollege.BothMiraCostaandPalomarhavesuccessfullyusedPeoplesofttoimprovethestudentexperience,andareinapositiontohelpbuildmomentumforstaffintheSanDiegoCommunityCollegeDistrict.ForteamsacrossSanDiegoCityCollege,SanDiegoMesaCollege,SanDiegoMiramarCollege,andSanDiegoContinuingEducation,itwouldbemeaningfultoseethelightattheendofthePeoplesoftimplementationtunnel.
UniqueStudentInformationSystemsPoseObstacleforRegionalITApproachButEnableImpactfulSharing
SummaryofFindings
WiththeexceptionofCuyamacaandGrossmont,institutionsintheregionalconsortiasharedtheyhavenotheavilyfocusedonstudent-facingtechnologytools.CuyamacaandGrossmontuseamobileapplicationcalledGradGuru thathasthecapacitytosupportstudentonboardingand“nudge”studentstowardpersonalizedinterventionsandresources.Aswithcasemanagementandearlyalerttools,thesemobileapplicationsareonlyassuccessfulastheimplementation,configuration,andcommunicationprocessesthatsurroundthem.Butforinstitutionsthathaveeffectivelyimplementedmobileapplications,studentsprovideglowingfeedback.
AmongTheAdaCenter’sstudentinterviewsatinstitutionsthathaveimplementedamobileapplicationtoconnectstudentswithcampusresources,thecampusmobileapplication—alongwiththeLMSmobileapplicationandthestudentportal—arerankedthetoolsthat“mostcontributedtohelpingmereachmygoals”.Mobileapplicationsthathelpstudentsnavigatecollegearetakingoffasanewvendorcategoryinhighereducationtechnology.InadditiontoGradGuru,therearedozensofsoftwarevendorsthatofferinstitutionstheabilitytocreatemobileapplicationsandnudgingframeworks.ToolsrangeintheirabilitiesandITrequirements,however,manybasictoolscanbeimplementedwithoutaheavyliftfromcollegeIT.
Asinstitutionsintheregionpartnertocreateaneffectivestudentonboardingplan,itwouldbehelpfultodiscusstherole oftechnologieslikemobileapplications,careerexplorationtools,andacademicplanningtools.ItwouldalsobehelpfultolearnabouttheGradGuruexperiencefromGrossmontandCuyamaca.Designingastudentmobileapplicationtosupportstudentonboardingandconnectstudentswithcareerresourcescouldbeanexcellentuseofconsortiaprofessionaldevelopment.
OpportunityforCollectiveImpactbyFocusingonStudent-FacingTechnologies
MiraCostaCollegeSoftwareToolInventoryAcrossGuidedPathways
HelpStudentsChooseandGetonaPath
SupportStudentLearning
ContinuallyImprovetheStudentExperience
EngageandPrepareProspectiveStudents
HelpStudentsStayontheirPath
ClarifythePathtoStudentEndGoals
PeoplesoftCampusSolutions
Canvas
Blackboard
CareerCoach(EMSI)
DegreeWorksandEducationPlanner(Ellucian)
CollegeScheduler(Civitas)
SARS
DataWarehouse
Tableau
Maxient
I-Link
CraniumCafe
CampusLabs
currIQunet
TES
Assist.Org JAIN,GradLeader,careerresources
PearsonMyMathLab,hostdigitallearningtools
SURF(Peoplesoft)
Sling
MiraCostaCollegeOpportunityAreasandRecommendedNextSteps
TheAdaCenterconductedaTechnologyOpportunityAssessmentatMiraCostaCollegeinSpringof2018.Asaresult,TheAdaCenterhasamoregranularsenseofMiraCostaCollege’sgreatestopportunityareas.
LikemanyofMiraCosta’speers,MCislookingtocreateacohesivecasemanagementandearlyalertsystemframework.Aspartofevaluatingacasemanagementtool,TheAdaCenterrecommendsthatMCconductathoroughneedsassessmentacrossstudent-facingdepartments– advising,enrollment,financialaid,careerservices,tutoring,andothers– exploringthespecificcasemanagementcapabilitiesthesedepartmentsarelookingfor.Aspartofthisexercise,TheAdaCenteralsorecommendsthatMCconductastudentcommunicationsaudit,mappingwho,how,andwhendifferentindividualsandsystemscommunicatewithstudentsthroughouttheirjourneyatMC.
Onastrategiclevel,TheAdaCenterrecommendsthatMCcreatea3-yeartechnologyplanthat’scontinuallyreviewed.Tocreatethisplan,TheAdaCenterrecommendsforminga‘DataStewardCommittee’withleadershiprepresentativesacrossfunctionalareas,institutionalresearch,andIT.TheserecommendationsweresharedwithMiraCostainSpringof2018.
PalomarCollegeSoftwareToolInventoryAcrossGuidedPathways
HelpStudentsChooseandGetonaPath
SupportStudentLearning
ContinuallyImprovetheStudentExperience
EngageandPrepareProspectiveStudents
HelpStudentsStayontheirPath
ClarifythePathtoStudentEndGoals
Peoplesoft
CanvasComevo
SARS
AdAstra
ConstantContact
HobsonsDegreePlanner
HobsonsDegreePlanner
StarfishEarlyAlert
OnBase
PalomarCollegeOpportunityAreasandRecommendedNextSteps
PalomarCollegehasmadegooduseofthesoftwaretoolsattheirdisposal,suchasConstantContact.UsingHobsons,ConstantContact,andPeoplesoft,they’vecreatedacasemanagementsystemthatcanpersonalizestudentcommunications,monitorstudentprogression,andsendbatchmessagestoprospectiveandenrolledstudentsthatmeetaparticularcriteria.
TheCollegeishopingtodeepenitsuseofHobsons,scalingthetool’salertingand‘kudos’capabilitiesacrossfaculty.WhileTheAdaCenterhasn’thadachancetoexplorePalomarCollege’sutilizationofHobsonsDegreePlannerandAdAstra,manyofPC’speercollegeshaverunintochallengeswithimplementingthesepathwaystoolstoscale.BothofthesetoolsarerelativelynewtoPalomar.
Additionaltechnology-relatedopportunityareasforPCmayincludeembeddingcareerexplorationandtransferplanningtoolsthroughoutthestudentjourney,LMSbestpracticeutilizationamongfaculty,andcreatinga‘systemsdelineation’mapofwhichactivitiesareaccomplishedinvariousinformationmanagementsystems.
Grossmont-CuyamacaDistrictSoftwareToolInventoryAcrossGuidedPathways
HelpStudentsChooseandGetonaPath
SupportStudentLearning
ContinuallyImprovetheStudentExperience
EngageandPrepareProspectiveStudents
HelpStudentsStayontheirPath
ClarifythePathtoStudentEndGoals
CareerCruising
GoogleDocs
GradGuru
EllucianColleague
CollegeCentralNetwork
Blackboard Nuventive
SARS
CollegeSource
EllucianColleague
Grossmont-CuyamacaDistrictOpportunityAreasandRecommendedNextSteps
Grossmont-CuyamacaCommunityCollegeDistricthasanextensiveengagementwithStrataInformationSystemstosupporttheconfigurationandimplementationofEllucianColleague’sself-servicesuite.Inadditiontothedistrict’sfocusoneffectiveSISimplementation,theyarepilotinganumberoftechnology-relatedinitiativessuchasCollegeCentralNetworkandahomegrownearlyalertsystem.
TheteamatGrossmontCollegesharedadesireforabettercasemanagementsystem.Asoftoday,uniquedepartmentshavetheirownprocessesfornote-takingaboutstudentinteractions,andcommunicationwithstudentsisoccurringthroughmultiplesystemsandprocesses.
Inaddition,staffatGrossmontsharedadesiretomoreintentionallylinkcareerandtransferplanningconversationswithprogramandcourseselection.Aswithmanyinstitutions,technologiesthatmanagetheseactivitiesaren’tintegrated.Thecollegecareercentershaveawealthofcareerplanningresources,however,manyofthemaren’tfullyutilizedacrossthestudentbody.
ForTheAdaCentertofullyunderstandtechnologyopportunityareasatGrossmont–Cuyamaca,itwouldneedtohavemoreextensiveconversationswithdistrictandcollegestaffrepresentingadvising,IT,institutionalresearch,andenrollmentdepartments.
SouthwesternCollegeSoftwareToolInventoryAcrossGuidedPathways
HelpStudentsChooseandGetonaPath
SupportStudentLearning
ContinuallyImprovetheStudentExperience
EngageandPrepareProspectiveStudents
HelpStudentsStayontheirPath
ClarifythePathtoStudentEndGoals
EllucianColleague
Canvas
MyLearningPlan
ExcelEdPlansalongwithE-SEP
CareerCruising
Jobspeaker
SARS
AdAstraCraniumCafeComevo
MBTI
VirtualJobShadow
Homegrownprogramreport
SouthwesternCollegeOpportunityAreasandRecommendedNextSteps
SouthwesternCollegehasthekeybuildingblockstoeffectivelyimplementacasemanagementtooltosupporttheirguidedpathwaysefforts– theyhaveacross-functionalteamengagedintheirguidedpathwayswork,commitmentfromITandcollegeleadership,astabletechnologystackinCanvasandEllucianColleague,andalackofexisting,entrenchedcasemanagementpracticeswithinindividualdepartments.
StaffatSouthwesternareexcitedaboutatechnologyresourcethatcouldhelpthemgathera360-degreeviewofastudent, enableintegratedacademicandcareerplanning,andbettermanageprospectivestudentinteractions.TheAdaCenterandSouthwesternspokeabouttheprosandconsofseveralofthemarket-leadingcasemanagementtoolslikeSalesforce,EAB,Aviso,Civitas,Hobsons,andothersduringtheSeptembertechnologyworkshop.However,adeeperneeds,technologyreadiness,andbusinessprocessassessmentwouldlikelyhelpSouthwesterndiscernwhichtechnologycapabilitieswouldbestsupporttheirstudentsuccessandequityefforts.
SanDiegoCommunityCollegeDistrictSoftwareToolInventoryAcrossGuidedPathways
HelpStudentsChooseandGetonaPath
SupportStudentLearning
ContinuallyImprovetheStudentExperience
EngageandPrepareProspectiveStudents
HelpStudentsStayontheirPath
ClarifythePathtoStudentEndGoals
PeoplesoftImplementation*
Canvas
SARS
Excel HomegrownfacultyearlyalertportalthroughISIS
Homegrowneducation
planningtoolthroughISIS
CareerCruising
SanDiegoCommunityCollegeDistrictOpportunityAreasandRecommendedNextSteps
ThefourinstitutionsthatcomprisetheSanDiegoCommunityCollegeDistrictareinthemidstofamulti-yearOraclePeoplesoftimplementation,atransitionfromahomegrownSIScalledISIS.ThePeoplesoftprojectisbeingmanagedatadistrict-level,andtheexactimplementationandrolloutplanhasyettobesharedwiththefunctionalarealeadsateachoftheinstitutionsinthedistrict.
SISimplementations,especiallyfromhomegrownsystemswithlotsofcustomizations,areextremelyintensiveundertakings.TheyconsumelargeamountsofITresources,butalsolotsoftimefromfunctionalareaslikeadvising,enrollment,financialaid,andtheregistrar’soffice.Eachofthesedepartmentsmustmanageextensivebusinessprocessretraining,systemsconfiguration,anddataauditing.LargesystemslikeSBCTCinWashingtonandMiamiDadeCollegeinFloridahaverecentlyundergonesimilarprojects– MiamiDadeCollegemovedawayfromtheirhomegrownSISandSBCTCisstilltransitioningfromtheSBCTC’shomegrownSIStoPeoplesoft.Alloftheseprojectstooklongerthanexpected.However,institutionsthathavesuccessfullyimplementedPeoplesoftarelargelyhappywiththemigration.Studentsfindcourseregistrationandpaymentfeaturestobefareasier,andPeoplesoftisinapositiontoeffectivelyintegratewiththird-partystudentsuccesstools.
ThegreatestopportunityforSanDiegoisgettingthePeoplesoftimplementationright.Todoso,itwillbeimportanttoengagecollegestaffinthevisionoftheproject,startingwitharelevantfeaturedemonstrationforeachfunctionalareathatwillbeimpactedbythePeoplesoftimplementation.
ImperialValleySoftwareToolInventoryAcrossGuidedPathways
HelpStudentsChooseandGetonaPath
SupportStudentLearning
ContinuallyImprovetheStudentExperience
EngageandPrepareProspectiveStudents
HelpStudentsStayontheirPath
ClarifythePathtoStudentEndGoals
EllucianDegreeWorks
StarfishEarlyAlert
CraniumCafe
*ImperialValleywasunabletoattendtheworkshopanddidnotrespondtoTheAdaCenter’sphoneoremailoutreach.TheaboveinformationwasgleamedfromwebsearchesandconversationswithotherorganizationsthathavevisitedImperialValley.
Appendix:StudentInteractionManagementaVeryThornyButWorthyChallengetoTackle
• Students‘tellingtheirstory’manytimestodifferentoffices
• Acrossadmissions,administrativeoffices,studentsupportoffices,andacademicdepartments,differentprocessesexistforcapturingstudentinteractions
• Historyofsendingstudentsmultipleemailsforthesame‘calltoaction’,withslightlydifferentinformation
• Hardtopersonalizethestudentexperiencewithoutaccessible,holisticviewofstudent
• Moststudentcommunicationisgeneralratherthanpersonalized
• Eachdepartment(andsometimeseachindividual)hasdifferentstrategiesforoutreachingtostudents
CurrentProcesses DocumentedChallenges CommonStudentReactions
• Confusionandsubsequentmistakesduringkeymilestones
• Disconnectfromcollegecommunicationsand,attimes,thecollegecommunity
• Surpriseandshockwhendiscover‘offtrack’,attimesfollowedbystop-outordrop-out
• Languageusedforstudentcommunication(e.g.,matriculationguide)isoftennotstudentfriendly
Appendix:CaseManagementandEarlyAlertSoftwareIsOnePieceofFixingthisStudentExperienceChallenge…
• Casemanagementandearlyalerttoolsenablefaculty,studentservicesstaff,andcounselorstomonitorstudentprogressandcoordinateinteractionswithstudents.Severaldozenvendorsoffercasemanagementandearlyalerttools,eachwithvariancesincapabilities,user-interface,andworkflow.
• Themostrobustcasemanagementandearlyalerttoolsaredesignedtomanageandcoordinateallstudentinteractionsacrossthecollege.Thetoolsincrementallybuildprofilesofeachenrolledstudentandlogstudents’interactionswithstaff,participationincampusactivities,andperformanceintheclassroom.
• Moresophisticatedtoolscreateautomaticnotificationsforstaffwhenastudentisdeemed‘atrisk’ofdroppingout.Manyofthesetoolsalsoincludebuilt-incommunicationsmechanismsthatenablestafftosendtargetedcommunicationstostudentswhocouldbenefitfromoutreach.
Appendix:TheOtherEssentialPieceisProcess
Recommendation#1Forcasemanagementsoftwaretoimprovethestudentexperience,eachdepartmentmustcommittologgingstudentinteractionsinthetool,inastandardformat.Theymustalsocommittostreamliningandprioritizingstudentcommunications.
BecauseSDICinstitutionshavealargenumberofspecializedprocesses,implementingastudentinteractionandcommunicationsoftwarewillrequiresignificantdepartmentfeedback,businessprocessupdating,case-making,andtraining.
• Conductathoroughauditofstudentcommunications,documentingactivitiesinamastercommunicationsmatrix.
• Usingauditresults,determineaframeworkformanagingstudentcommunications
• ReviewstudentfriendlinessoflanguageonCollegeWebsite,andotherstudent-facingmaterials(RecommendGunningFogIndex)
• Solicitdetailedinputfromeachstudent-facingdepartmentaboutkeycomponentsofastudentinteractionstool,alongwiththeirperspectivesonpoliciesforensuringutilization.
• Documentingtrade-offsinthisprocessiscritical.Forexample,iftutorsareexpectedtotakenotesaboutstudentprogress,theymustshortentutoringsessionstoallowfornote-takingtimeonthepartofthetutor.
BestPracticeistoCompletetheFollowingActivitiesBeforePurchasingaCaseManagementTool
WhyProcessMatters Recommendation#2
Appendix:ProspectiveStudentCRMAPossible‘FirstStep’inComprehensiveStudentInteractionManagement
Duetonewcomplexityintoday’senrollmentclimateandafocusonstudentonboarding,manyofSDIC’speersareinvestinginCustomerRelationshipManagement(CRM)softwareforAdmissions.
TheseCRMstypicallymanagestudentinteractionsfromthefirstpointofcontactwithprospectivestudentsthroughapplicationandnewstudentenrollment.
AdmissionsCRMsperceived’ReturnonInvestment’currentlyoutpacesthe‘ReturnonInvestment’ofCRMsforotherstagesofthestudentlifecycle,andcanbeahelpfulfirststepinmovingacollegetowardamorecomprehensivestudentinteractionmanagementsystem.
MostCommonHigherEdCRMs:• EllucianRecruiter• Salesforce• HobsonsRadius• Symplicity(Ascend)• MicrosoftDynamics
Admissions-FocusedCRMs:• Liaison• TargetX
AdmissionsCRMAnticipatedImpact• IncreasedOverallConversionsand
TargetPopulationConversions• ImprovedStudentReadinessand
AttachmenttoInstitution
LicenseFeeEstimate:• $30,000through$80,000annual
StateoftheField
Collegeswhoaremosthappywiththeirvendorcontractstypicallyworkthroughaprocesssimilartothebelow:
Leadershipteamarticulatestheoryforhowsoftwarewillhelpthecollegemeetitsgoals
Inconsultwithdatastewardscommittee,leadershipteamcreatesasoftwareevaluationrubricandassignsasoftwareevaluationgroup
Softwareevaluationgroupexaminesatleastthreevendors,seekingbidsandleveragingtherubrictoformarecommendation
PresidentorChancellornegotiatesfinalvendorcontractwithsupportfromsoftwareevaluationteam
Appendix:IdealSoftwareDecision-MakingProcess
• Twotypesofcostsfromsoftwarevendors– implementationfeeandrecurringannualfee
• Dependingonthevendor,thefollowingfeesmaynotbeincludedinthequotedprice:• Necessaryintegrationwithyourexistingdatasystemsand/orthecostofmanuallyloadingpaper
informationintoanelectronicdatabase• Changemanagementsupporttoaligncollegebusinessprocesseswithtechnologyprocessrequirements• Trainingofkeyendusers
• Thestickerpriceneverincludesthecostofredeployingleadership,staff,andfacultytimetoimplementandintegratethenewtechnology
Appendix:AccountingfortheRealPriceofSoftware
Averageone-timeimplementationcostfor‘multi-solution’software
$60,000 $120,000Averagerecurringcostof‘multi-solution’studentsuccesssoftware
$40,000Averagerecurringcostof‘pointsolution’softwaresuchasanEarlyAlerttool
$800,000Averageyear1costofimplementinga‘multi-solution’
studentsuccesssoftware*
*Implementationactivitieslikelyincludeguidedpathwaysreformworksuchasupdatingacademicplansorimprovingstudentonboarding
Appendix:LeveragingProspectiveStudentDatatoEncourageEnrollmentandSuccess
StrategiestoMitigate:
• Increasingly,collegesarecollectingcriticalinformationaboutprospectivestudentsinaCRM,suchasdemographics,careergoals,andpossiblefinancialbarriers
• DuetolackofCRMintegrationwithothercollegetechnologies(e.g.,casemanagementsystems),thatinformationisnotbeingtransitionedtothenextstageofthestudentexperience,missinganopportunitytobettersetstudentsupforsuccess
Challenge
ThetopbarriertotransferingCRMdataintoacasemanagementsysteminvolveshowprospectivestudentinteractionsaretracked.LookintoassigningprospectivestudentsaproxyforanenrolledstudentIDnumber
Assembleaworkinggroupacrossenrollment,advising,IT,andIRtodeterminewhichCRMdataaremostcriticaltoongoingstudentadvising.ByusingtheSISasaconnector,it’softenpossibletotransferkeydatafromtheCRMtoaCaseManagementtool
Appendix:ImplementingAcademicPlanningTools
Challenge• Manycollegesareadoptingtechnologiestohelpstudentscreatesemester-by-semesteracademicplans,movingstudentsawayfromselectingcoursesadhocfromaclunkyregistrationsystem
• Butacademicplanningtechnologiesrequirecomplexintegrationwithacollege’sregistrationanddegreeauditsystem,andevenmorecomplexhumaninputs.Oftenthesesystemsdisplayinaccurateinformationtostudentsandrequireamajorongoingimplementationliftfromfacultyandadvisors
Beforepurchasinganacademicplanningtechnology,cleanupyourdegreeauditandensureyouhaverecommendedcoursesequencesarticulatedinexceloranotherwidelyusedelectronicformat
Ensureyouhaveabi-annualprocessforreviewingsuggestedcoursesequencesandstudentcourse-takingpatterns.Thisamajorcollege-wideinitiative,involvingfacultyacrossdepartments,advisors,IR,andscheduling.
StrategiestoMitigate:
Appendix:LinkingTransferandCareerPlanningToolswithCourseSelection
• Whilemostcollegeshavepurchasedatleastonecareerexplorationtool,theseresourcestypicallysitincareerservices,unusedbythevastmajorityofstudents
• Duetotherealitiesofthevendormarket,historictransferandcareerplanningtoolsarenotintegratedwithcourseselectionandregistrationsystems.Studentsoftenpickamajorwithouteveraccessingtheamazingcareerplanningtechnologiesavailableatthecollege.
Challenge StrategiestoMitigate:
Embedcareerplanningtechnologiesinyournewstudentorientationand/orinkiosksaroundnewstudentenrollmentandadvisingoffices.
Considerthemeritsoftechnicallylinkingcareerplanningandacademicplanningtools.Anewcategoryoftechnologymergesthesepreviouslyisolatedtechnologies.
Appendix:EncouragingFacultyandStaffAdoptionofCaseManagementandEarlyAlertTools
• Today’searlyalertandcasemanagementtoolsdependonfacultyandstaffengagementandinput.
• Withoutfacultyreportingonstudentchallengesintheclassroomandwithoutnote-takingacrossadvisingandstudentservicesfunctions,thesecarenetworksceasetoprovideaholisticviewofstudentneedsandinterventionopportunities
Challenge StrategiestoMitigate:
Preparetolaunch(orre-launch)amajorcommunicationcampaign withfacultyandstaffonthemeritsofearlyalertandcasemanagementsystems.Successfulcampaignsofteninclude:
• Explanationofthe‘why’behindthereformandhowcollegeinfrastructureisbeingsetuptoeffectivelyrespondtoinformationcapturedinthesystem
• Dataontheeffectivenessoftheseinterventions,especiallydataonhowtechnology-aidedinterventionscanhelpcloseachievementgaps
• Examplesofhowcoordinationacrossstudentservicesandfacultyhelpedaspecificstudentatthecollege
• Strategiesforclosingtheloopwithfacultyandstaff,andongoingevidencethatthesesystemsareeliminatinginequitiesratherthandeepeningthem