Coherent teams are necessary for companies and projects to be successful. Having the opportunity to work with many teams in their implementation of Slate, I’ve had the chance to see what teams work well and where teams can be improved. While not every institution has the staff resources to build a large team, and some implementations fall entirely to one person, I’ve found that implementation teams excel with the right combination of personas, as well…Read more
Tag: Slate
Using Slate Reports to Prepare for Board Meetings
Spring has sprung. High schoolers are tweeting offers of acceptance. Current college students are on break. If you don’t live in the Northeast, flowers are blooming. And…board meetings are on the horizon! As you prepare for those meetings, you’re likely thinking about the various data points you’ll want to discuss and how you will incorporate…Read more
The 5Ws of Slate Implementation for Colleges and Universities
Implementing any new tool on campus can be a daunting task. The team. The timeline. The configuration. The misconfiguration. The reconfiguration. A lot goes into getting a system up-and-running. While many institutions focus exclusively on the “how,” taking the time to think about all five of the Ws (Who? What? Where? When? Why? And then, how?) can help you execute implementation more efficiently and effectively. Substantive research and discovery through the 5Ws enables a team to take a more holistic view of the project prior to implementation. Indeed, approaching implementation like a research project and breaking these questions down at institutional, departmental and individual levels can pay dividends in getting the “how” of the project off to a fantastic start…Read more
Using Your CRM to Own Prospect Relationships
Many firms close the gap between client and student by keeping the implementation and measurement on the vendor side. An example of this is traditional (they wouldn’t describe themselves this way) student search firms…Read more