Mission Statement

The Higher Education Advisory Council will collaborate with Salesforce and

industry partners to make Salesforce work for Higher Ed.

We fulfill this mission by: • Leveraging our collective higher ed, IT, and Salesforce expertise to make a difference on our campuses

• Maintaining a collaborative community that shares code, best practices, and documentation

• Identifying needs and advocating for solutions

• Connecting with new and prospective Salesforce Foundation higher ed customers

• Participating in outreach efforts through webinars, blogs, Higher Ed Summit presentations, Force For

Change Grant applications, etc.

• Recognizing the diversity of functionalities and needs of higher ed institutions

Benefits of Council Membership

Work and network with

diverse and talented peers

Participate in committees

and initiatives with schools

from across the nation

• Higher Ed Office Hours

• Higher Ed User Group

• Force for Change Grant

committee

• Foundation and partner

webinars,

• and more!

Connect Collaborate Lead Share

Share professional

expertise, insights and

experiences

Serve as go-to reference in

SME area

Contribute/”give back” to

the higher education

community

Membership in private

LinkedIn group to display

on professional profile

Help inform product

development and

roadmaps

Access Salesforce

leadership at meetings

and throughout the year

Connect Collaborate Lead Share

Duties and Responsibilities of Council Members

Attend at least one of the

following annual events:

Dreamforce, Higher

Education Summit

Actively participate in

Council calls/meetings

• Participate in 50% of

calls/ meetings

(extenuating

circumstances may be

approved by the

executive committee)

Provide product

feedback to

Salesforce about

needs/concerns of

Higher Ed clients

Other

duties/responsibiliti

es as defined

Actively participate

in/volunteer for Council

initiatives/Committees,

including Higher Ed

Office Hours, User

Group, etc.

Presentations, Blogs,

Posting in “Power of Us”

Hub

Collaborative efforts like

the Force for Change

Grant initiative

OFFICERS Chair Rebecca Joffrey Cornell University Vice Chair Jennifer Walker, Georgetown University Secretary Colleen Whelan Yale University Committees Chair Nicholas Zinser Northeastern University Salesforce Foundation Liaison Kathleen Lueckeman

MEMBERS

Amjad Ayoubi, Tulane University

Stephanie Brooks, Ivey Business School

Laura Campbell, Algonquin College

Chris Coppa, USC Marshall School of Business

Renee Fawcett, University of Minnesota

James Gilbert, George Mason University

Vadim Gorelik, UT-Austin McCombs School of Business

John Henry, Oregon State University

Roger Lurie, Arizona State University

Dave Perry, Western Governors University

Amanda Rosales, Wayne State University

Terri Shafer, Arizona State University

Erin Smith, Western Governors University

Doug Wotherspoon, Algonquin College

2014-15 Officers and Members

Member Committee

Chair Secretary Vice Chair Chair

Immediate Past Chair

Officer Succession Model

All nominees are considered for member status in the council

Membership is for one year

With the exception of officers, current members need to submit nominations each year just as new

members do

Nominees may designate their interest in becoming an officer

With the exception of the founding officers, all officers will begin as the Committee Chair and proceed

through each office, serving for one year in each position

• Current Salesforce.com client at a higher education institution

• Senior-level higher ed subject matter expert (administration, IT, teaching) using Salesforce

• Active in “Power of Us Hub” and/or “Success” Community

• Frequent reference for prospective Higher Ed clients

• Resource for best practices

• Foundation Guest Blog contributor

• Presenter/speaker at Foundation events and webinars

• Presenter/speaker at higher ed conferences

• Leader of notable Salesforce initiatives on their campus

• Willingness/motivation to actively volunteer and participate

• Thought leader willing to give feedback on customer experience, product and roadmap

• Volunteer participant in council initiatives

Example Attributes of Council Members

Council Nominations Process

Nominations must be submitted via the nomination

form at https://getfeedback.com/r/K98C6OrN

Nominations may be submitted via the form

through June 30

A member of the executive committee will interview

each nominee

The executive committee will vote on all

nominations between July 1 and September 30

Terms of approved nominees will begin on

October 1 annually

New members will be invited to the meeting the day before Dreamforce

Note: Membership is person-oriented, not school-oriented. Schools can have only two members, one of

which is the voting member unless the second member is an officer