Pulling It All Together:

Integrating Events, Interviews, Trips, and Organizations

Reilly Johnson, Admissions Counselor

Zach McAuley, Assistant Director of Student Communications

UAB: A Snapshot

“Work Smarter—Not Harder”

“Work Smarter and Harder”

“Work Smarter and Harder and Prove It”

An Evolving Ethos

The Problem

“Planning, tracking and evaluating ALL recruitment and outreach initiatives was inefficient, incomplete

and decentralized.”

What Does It Take To Plan and Evaluate Your Recruitment Initiatives?

Shared Outlook

Calendar

?

Data on a Hard Drive

AccessDatabase

Binders

Oracle Reports

“Judy”

Saved Emails

Files on Shared Drive

GoogleDocs

• How easy is it to pull a comprehensive list of outreach activities over the last year—College Fairs, High School Visits, Daily Campus Visits, Off-Campus Events, etc.?

• Is it easy to compare to previous years?

• Can you easily overlay attendee data from these events to other important data that lives in Connect?

• Can you easily evaluate the costs of these initiatives to the returns (however that is defined)?

• Does all of this information live in a place that is easily accessible and secure?

Rhetorical Questions

How Do We Solve the Problem

The Solution

Organizations + Events + Trips = Success

Week of VisitsWeek of FairsConferencesEtc.

HS VisitsCollege FairsCampus ToursPreview DaysEtc.

High SchoolsChurchesCivic OrganizationsEtc.

The Solution

Plan and track travel in a more effective and efficient way.

• View all interactions with schools• Gain instant access to data on effectiveness of

events• Calculate easy ROI for all outreach initiatives• Capture historical recruitment efforts in one

place• Make travel planning easier for counselors

Using Organizations

Organizations: Overview

Organizations: Details

Organizations: Contacts

Organizations: Events

Using Events

Events: Overview

Events: Creating the Event

Events: Creating the Event

Events: Creating the Event

Events: Creating the Event

Events: Inviting Groups

The filter acts as a double check:

Using Trips

Trips: Overview

Trips: Creation

Trips: Adding to Itinerary

Trips: Additional Information Included

Trips: Additional Information Included

Trips: Reimbursements – Old Way

Trips: Reimbursements – New Way

Recap and Best Practices

• Organizations• Arrange ACT import• Make sure contacts are added properly

• Events• Don’t forget to add both organizations and filter• Add counselor as presenter• Copy—Don’t Recreate Repeating Events

• Trips• Develop a naming system• Require everything to be put in

Questions?