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Strategic Search: How Oregon Tech Launched a Search Program and Grew Applications November 2018

Strategic Search: How Oregon Tech Launched a Search ... · Strategic Search: How Oregon Tech Launched a Search Program and Grew Applications November 2018. Today’s Presenters Mark

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Page 1: Strategic Search: How Oregon Tech Launched a Search ... · Strategic Search: How Oregon Tech Launched a Search Program and Grew Applications November 2018. Today’s Presenters Mark

Strategic Search: How Oregon Tech Launched a Search Program and Grew Applications

November 2018

Page 2: Strategic Search: How Oregon Tech Launched a Search ... · Strategic Search: How Oregon Tech Launched a Search Program and Grew Applications November 2018. Today’s Presenters Mark

Today’s Presenters

Mark G. BarrettThe College Board

Erik JohnsonDirector of Admissions

Oregon Institute of Technology

Carolyn Noll SorgThe College Board

Page 3: Strategic Search: How Oregon Tech Launched a Search ... · Strategic Search: How Oregon Tech Launched a Search Program and Grew Applications November 2018. Today’s Presenters Mark

• Largest database of college bound students in the country. Nearly 6.7 million students in the classes of 2018-2022

• College Board Search includes: • Student Search Service

• Enrollment Planning Service (EPS)

• Segment Analysis Service

• Fifteen data loads per year

• To date in 2018, we’ve added over 1,700,000 new students to the database

• 1,900 institutions use College Board Search

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College Board Search

Carolyn Noll SorgDirector, Enrollment Programs & Services, The College Board

Page 4: Strategic Search: How Oregon Tech Launched a Search ... · Strategic Search: How Oregon Tech Launched a Search Program and Grew Applications November 2018. Today’s Presenters Mark

• Oregon’s Public Polytechnic University

• Founded in 1947 as a vocational school; now offering Bachelor’s and Master’s degrees

• 5,300 undergraduate students

• Nationally ranked programs

• 97% post-graduate success rate

• Small but mighty institution, a “hidden gem”

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Oregon Institute of TechnologyErik Johnson, Director of Admissions

• Arrived at Oregon Tech in April 2018

• Ten years of experience in Admissions

• No prior experience with data science or business intelligence

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Oregon Tech Freshmen, 1995-2018

Series 1

Page 5: Strategic Search: How Oregon Tech Launched a Search ... · Strategic Search: How Oregon Tech Launched a Search Program and Grew Applications November 2018. Today’s Presenters Mark

• New president and senior administrative staff

• Ambitious goal to grow enrollment by 2,000 students in ten years (+37%)

• Lack of awareness about Oregon Tech in primary markets

• Given STEM demand, value, and strong outcomes, enrollment growth goal is expected to be attainable

• Budget Uncertainty

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A Changing PictureAmbitious goals for enrollment growth.

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Fall19

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Fall22

Fall23

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Oregon Tech Freshmen, 2018-2028

Page 6: Strategic Search: How Oregon Tech Launched a Search ... · Strategic Search: How Oregon Tech Launched a Search Program and Grew Applications November 2018. Today’s Presenters Mark

• CRM and operational challenges

• Adoption of College Board Search suite of services, including:

• Segment Analysis Service

• Enrollment Planning Service

• Student Search Service

• Data analysis of various populations

• Understanding in-state and out-of-state markets

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Foundation BuildingStrategy development begins with data.

Page 7: Strategic Search: How Oregon Tech Launched a Search ... · Strategic Search: How Oregon Tech Launched a Search Program and Grew Applications November 2018. Today’s Presenters Mark

• Using high school cluster data to focus resources appropriately in-state

• Using educational neighborhood cluster data in developing markets

• Effort to find underserved students in OR

• Using program-focused criteria

• Mindful of filters that limit volume – we want to be talking with every qualified student who meets our criteria

• Searching Sophomores - Seniors

• Building dynamic campaigns

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Launching a Search StrategyFinding all the right students through strategic decisions in the Search database.

Page 8: Strategic Search: How Oregon Tech Launched a Search ... · Strategic Search: How Oregon Tech Launched a Search Program and Grew Applications November 2018. Today’s Presenters Mark

• Used competitor analysis in EPS to understand developing markets with less internal data

• Travel planning within clusters using EPS

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Bringing it All TogetherHow EPS has helped us travel smarter and concentrate our limited resources strategically.

Page 9: Strategic Search: How Oregon Tech Launched a Search ... · Strategic Search: How Oregon Tech Launched a Search Program and Grew Applications November 2018. Today’s Presenters Mark

• 200% initial application increase YOY

• Strong response rate on sophomore and junior email and mail campaigns

• Nine successful “Discover Oregon Tech” regional receptions

• 15.9% increase in attendance for annual Fall Preview Day

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Initial Results

Bottom line: Search helped Oregon Tech improve student engagement and get more applications.

Page 10: Strategic Search: How Oregon Tech Launched a Search ... · Strategic Search: How Oregon Tech Launched a Search Program and Grew Applications November 2018. Today’s Presenters Mark

• Data tracking is important

• Include AP next time

• Be careful of over-segmenting

• Prepare the Admission team (and the campus) for a change in workflow

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Lessons Learned

As with any new process, learning from experience and optimizing for next time is critical.

Page 11: Strategic Search: How Oregon Tech Launched a Search ... · Strategic Search: How Oregon Tech Launched a Search Program and Grew Applications November 2018. Today’s Presenters Mark

• Increased budget after initial success

• Commit to strategy over multiple years to track ROI

• Set aside weekly time for periodic tagging in SAS to see how the class is building

• Moving to standing orders

• Building out more robust, multi-channel, dynamic campaigns

• Net fishing to spear fishing

• Comparing College Board results to other sources of data and refining

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Future Search at Oregon TechFuture plans include getting more names more often, refining strategy, and measuring results in new ways.

Page 12: Strategic Search: How Oregon Tech Launched a Search ... · Strategic Search: How Oregon Tech Launched a Search Program and Grew Applications November 2018. Today’s Presenters Mark

College Board Search VolumesVolumes on Oct. 29, 2018 includes 2019, 2020, 2021 and 2022 graduates.

OH

92KWV

14K VA

128K

PA

152K

NY

247K

ME

17K

NC 108K

SC

75KGA

205K

TN 38K

KY 34K

IN

125K

MI

166K

WI

32K

MN

33K

IL

225K

LA

29K

TX

560K

OK

26K

ID

28K

NV

34K

OR

48K

WA

85K

CA

593K

AZ

70K NM

28K

CO

80K

WY

2K

MT

5KND

2K

SD

3K

IA

15K

UT

21K

FL

358K

AR

30K

MO

26K

MS

15K

AL

37K

NE

10K

KS

19K

VT

5KNH

16K

RI 18K

CT 64K

DE 16K

AK

HI 13K

AK

5K

DC 6K

College Board Contract State

District Choice State

MD 97K

Historically SAT State

MA 91K

NJ 168K

Page 13: Strategic Search: How Oregon Tech Launched a Search ... · Strategic Search: How Oregon Tech Launched a Search Program and Grew Applications November 2018. Today’s Presenters Mark

15 Data Loads per Year• In Fall 2017 over 81,000

new-to-Search Senior names were added to the database during the Fall SAT administrations.

• Largest Data Load of the year, estimated 3 million students.

Page 14: Strategic Search: How Oregon Tech Launched a Search ... · Strategic Search: How Oregon Tech Launched a Search Program and Grew Applications November 2018. Today’s Presenters Mark

Erik Johnson

(541) 885-1151

[email protected]

For a Search Consultation please contact Mark or Carolyn:

Mark Barrett—College Board

(224) 724-1363

[email protected]

Carolyn Noll Sorg—College Board

(571) 318-2160

[email protected]

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Questions

We can customize a consultation to your needs and goals• Search Consultations are always

free and designed to help you get the most out of Search