Student Success Collaborative Navigate · ©2016 The Advisory Board Company • eab.com 9 Generate...

©2016 The Advisory Board Company • eab.com

Student Success CollaborativeTM

Introduction to Navigate

Navigate


ROOTED IN RESEARCH

Peer-tested

best practices7,500+

Enrollment innovations

tested annually500+

ADVANTAGE OF SCALE

Institutions

served1,500+

Students supported

by our SSMS3.7 M+

WE DELIVER RESULTS

Of our partners continue

with us year after year, reflecting the goals we

achieve together

95%

We help schools

support students

from enrollment to

graduation and beyond

K-12 | Community Colleges | Four-Year Colleges and Universities | Graduate and Adult Learning

› Find and enroll your

right-fit students

› Support and graduate

more students

› Prepare your institution

for the future


3A Single System with Two Interfaces

Advanced search

Referrals and case management

Appointment reports and shared notes

Early alerts

Intervention Campaigns

Front desk management

Student Engagement Tools in Navigate Student empower students to take ownership of their college experience through timely, customized mobile interventions, and ability to proactively reach out for support

Appointment scheduling by students

Intake, Favorites, Path from Navigate Student displayed in Navigate

Connect Network links student to their support team

Academic Plans created by student accessible to advisor

Personalized student path

Intake survey

Quick polls

"Nudges” via push notifications

Student calendar

Holds Center

Major Selection Guidance

Connect to campus resources

Analytics, Interaction, and Workflow Tools in Navigate facilitate the work and collaboration of advisors, academic leaders and support providers behind the scenes of the student experience

Navigate

Student

Navigate

Designed for: Student Support Services, Academic Leaders, Administration

Designed for: Students


4

Workflow Tools Enable Targeted Interventions and a Network of Support

Navigate: for Faculty, Advisors, and Staff

Campaign Management

Improve advisor efficiency and

promote proactive advising with targeted mass outreach to students,

including responsive scheduling and

tools to monitor campaign results.

Coordinated Care Network

Coordinate campus-wide student

support through observational early

alerts, case referrals, closed-loop reporting, and centralized

interaction records like notes, documents, and customizable

permissions.

Appointment Scheduling

Provide faculty and staff with

flexible appointment scheduling and

tools to promote better planning and availability management.

Smart Student Profile

We provide a 360-degree view of

the most actionable student data to support holistic and strategic

student care. The Smart Student Profile includes:

Multi-Modal Student Communications

Engage with individual and groups

of students through email, text, or click-to-call directly through

the platform.

• Personal information

• Key academic indicators including predicted risk

• Unofficial transcript and class information

• GPA and credit trends by term

• Alerts and cases

• Assigned advisors and tutors

• Mobile app engagement data

Staff Embedding Strategic Care Tools into Their Daily Work—Leading to Impressive Results

100%Of full-time advisors using

the system daily

BOWLING GREEN STATE UNIVERISTY

22Percentage point increase in

student satisfaction with advising

UNIVERSITY OF SOUTH CAROLINA

8Percentage point increase in

four-year graduation rate

VIRGINIA COMMONWEALTH UNVIERSITY

$674KIn additional tuition revenue

with zero increase in staff

SAMFORD UNIVERSITY


5

Mobile Platform Provides Tailored Guidance to Help Students Succeed

Navigate App for Students

Guided Onboarding

A timeline of to-dos helps

students navigate the

transition to college with timely, customized support.

Alert notifications remind students about important

deadlines and overdue tasks.

The experience is customized based on student SIS and

intake survey data; the timeline dynamically updates

based on student progress and in-app activity.

Pivotal Moments Path and Term-to-Term Tools

Post-onboarding, students can

see important college milestones disaggregated into tasks and alerts

to help them plan their term.

Self-service tools allow students to connect with their personal success

team, schedule their week, and receive customized guidance.

Members Seeing Rapid Adoption and Robust Usage Among Their Students

86%Of first-time freshmen downloaded

the mobile platform at orientation

ABILENE CHRISTIAN UNIVERSITY

93%Of freshmen downloaded the mobile

platform in first-year seminars

ROBERT MORRIS UNIVERISTY

80%Of steps completed by students in

the mobile platform on average

METROPOLITAN STATE UNIVERISTY OF DENVER

+13KSteps completed in the mobile

platform during orientation

UNIVERSITY OF MARY WASHINGTON

Program Explorer

The Program Explorer mobile tool simplifies the

major selection process, allowing students to

make simpler, smarter decisions early in their college experience.

After capturing students’ interests and career preferences, the Program Explorer generates a

customized a list of best-fit programs and job

recommendations.


6

Collaborative Academic Plan Building, Scheduling, and Registration within a Single Platform

Academic Planning for Students

Course and Term Planning

The planning tool helps students to build

academic plans to optimize for on-time graduation by co-locating degree maps,

program requirements, and completed coursework in one intuitive platform.

Automated guardrails alert students to common planning errors and inefficiencies

like out-of-sequence courses and unproductive credits.

Shared Workspace

The shared workspace fosters ongoing

collaboration between advisor and student and encourages meaningful interactions.

Advisors can edit student plans, add comments, flag courses, and send messages

explaining the changes. Using Advanced Search, advisors can easily identify students

with planning errors, and then contact those students through targeted campaigns.

Academic Planning Efficiencies Improve Enrollment Conversion While Saving Advisor Time

34.9% 20 hrsEstimated advisor time savings per

month with use of academic planning and strategic care tools

$79KAdditional revenue from higher applicant

enrollment rate through optimized advising

WIREGRASS COMMUNITY COLLEGE

Best-Fit Scheduling and One-Click Registration

The advanced scheduling tool quickly

builds course schedules that align with students’ availability, preferred course

format, and location preferences.

Students can register for courses directly

in the platform (at schools with access to APIs for registration).

Percent increase in applicant conversion

due to streamlined academic scheduling

CERRO COSO COMMUNITY COLLEGE


7

Feature Previews: Navigate for Staff


8

Comprehensive View of Student Risk and Progress

Student Profile

*Interactions with Intake Survey, Quick Polls, Major Explorer, Journey progress, and Favorited Resources will be shown

Key Takeaways

• “Smart View” of academic factors to assess student’s progress

• Shared notes and reporting to centralize documentation on students

• Progress indicatorsand key academic metrics identify if student may be at risk

• Student-generated data from the mobile application will be visible in student profiles*

“Previously, we were advising based primarily on gut instinct. Now, we have all the data to give them an

objective sense of where they are and what they can do to improve. The conversation has changed dramatically.”

Navigate Advisor


9

Generate Lists of Students for Strategic Use or Day to Day Work

Advanced Search

Key Takeaways

• Layer multiple search filters for easy list generation and student identification

• Flexible filters provide each advisor with the ability to build lists to segment for at-risk students or prioritize students they work with on a daily basis

• Individual users can save dynamic and static lists of students to access later on

• Take immediate action from your Advanced Search by selecting applicable students. Message, initiate an Appointment Campaign, or take Notes on a group of students.


10

Track Details of Student Interactions to Facilitate Coordinated Care Network

Advising Summary Reports & Notes

Key Takeaways

• Advisors and Faculty may take notes on students after specific interactions, or to track need-to-know information about students

• Notes and Appointment Reports are saved on the Student Profile, and other staff may view them (based off of institution specific permissions)

• Notes facilitate knowledge-sharing across advisors and other Care Units.

• Administrators can view Note details in aggregate via Reporting built in to Navigate.


11

Target and Track At-Risk Students for Advising Appointments

Appointment Campaigns

Key Takeaways

• Create outreach campaigns targeting specific studentcohorts to schedule advisingappointments with dedicated link

• Individual advisors can monitor and track the progress of their campaigns,view which students responded, and send follow-up reminders for those who haven’t

• Flexible filters provide each advisor with the ability to build lists to segment for at-risk students or prioritize students they work with on a daily basis


12

Tools for Centrally Tracked and Flexible Communication with Students

Email and Text Messaging with Students

Key Takeaways

• Advisors and support staff can have two-way conversations with students via email or text

• The platform captures all conversations automatically for a complete digital record of all communications through the platform

• Students can receive push notifications to remind them of deadlines and priorities from their “Path” timeline


13Progress Reports

Key Takeaways

• Solicit feedback from faculty to understand individual student performance in each course

• Collect information on a student’s likelihood of failing a class, their current or anticipated grade, absences, and the need for intervention

• Based on feedback, studentsupport staff can intervene with students early and understand the reasons for risk, manage a Case for thorough follow-up from another office, and guide students to relevant resources


14

Campus-Wide Alerts, Referrals, and Documentation for Case Management

Alerts & Cases

Key Takeaways

• Faculty, tutors, and other support specialists can submit one-click alerts on struggling students to notify advisors that they might be at risk

• Advisors can also solicit information directly from faculty through Progress Report campaigns sent directly to faculty email

• Case system allows users to generate cross-campus referrals for at-risk students right from the platform and assign them to appropriate support staff

• Advisors can see a complete digital history for each student—including advising reports, notes, and cases—thereby closing the loop for maximum effectiveness


15

Online Appointment Scheduling and Availability Management

Student Initiated Appointment Scheduling

Key Takeaways

• Appointment management allows advisors and students to schedule sessions based on both parties’ availability, with the option to send reminders for upcoming appointments

• Real-time scheduling by various user types enables easy access to advisor and tutor services

• Students can access appointment scheduling from their desktops and smartphones


16

Feature Previews: Navigate for Students (Academic Planning)


17

Build Personal Academic Plans Optimized for On-Time Graduation

Course and Term Planning

Key Takeaways

• Helps students build academic plans optimized for on-time graduation

• Students can search the course catalog based on a variety of filters and add courses to their plan

• The platform co-locates degree maps, program requirements, and completed coursework for easy reference

• Automated guardrails alert students to common planning errors and inefficiencies like out-of-sequence courses


18

Supporting Ongoing Collaboration Between Students and Advisors

Shared Workspace

Key Takeaways

• Fosters ongoing collaboration between advisor and student and encourages meaningful interactions

• Advisors can edit student plans, flag courses, and add comments explaining the changes

• Using Advanced Search, advisors can easily identify students with planning errors, and then contact those students through targeted campaigns


19

Quickly Build Schedules and Register for Courses

Best-Fit Scheduling and Registration

Key Takeaways

• Advanced scheduling tool quickly builds course schedules aligning with students’ availability, preferred course format, and location preferences

• Students can register for courses directly in the platform (at schools with access to APIs for registration)


20

Feature Previews: Navigate for Students (Mobile App)


21

Self-Service Tools and Notifications Empower Students to Stay on Course

Navigate Student App / Desktop Site

Key Takeaways

• The mobile app eases students’ transition to college with a customized timeline that displays key deadlines and priorities based on student intake and SIS data

• Students can see large milestones disaggregated into discrete, actionable tasks to plan their term

• Self-service tools allow students to complete tasks like bursar hold resolution, appointment scheduling, and health insurance verification directly from their smartphones

• The Resource Directory and My Network allow students to see campus resources and designated advisors at a glance


22

Online Appointment Scheduling and Availability Management

Student Initiated Appointment Scheduling

Key Takeaways

• Appointment management allows advisors and students to schedule sessions based on both parties’ availability, with the option to send reminders for upcoming appointments

• Real-time scheduling by various user types enables easy access to advisor and tutor services

• Students can access appointment scheduling from their desktops and smartphones


23

Instantly Create and Edit Student-Facing Content

Content Administration Tool

Key Takeaways

• Provides approved administrators with the ability to create, customize, and manage the content that students see in both Smart Guidance and Academic Planning modules

• Allows administrators to continuously create, edit, and publish content in real time, without the need to request or consult EAB personnel. This includes content in the app and academic plan templates by program


Intake: Understanding who your students are

A quick survey that captures new information about the student to customize content

Capabilities

Allow students to provide information (ex: belonging to a

special populations) that would not be evident from the Student

Information System

Provide more ways to customize and target content for

students (e.g., quick polls directed only at first-generation

students)

Give advisors a more complete view of students (for

Navigate members, advisors will see student intake survey

selections in student profile)


Home Screen: Providing students with tools to help them succeed

A navigable home screen allows students proactively explore tools to stay on track

Capabilities

Personalized Home Screen that “speaks” directly to student

using Navigate

Notifications of the most important To-Dos and Calendar

Events and information on how to follow through on related

action items

Notification of account Holds and information on how to

resolve

Explore tab with tools that that enable students to stay

organized and informed throughout their college experience


Appointment Scheduling: Connecting students with support staff

Allows students to easily ask for help from advisors and other support staff

Capabilities

Students can schedule appointments from a smartphone

with their advisors, rather than finding and calling the right

advising center

Prepare advisors for their appointments, by prompting

students to identify the purpose of their appointment

Calendar syncing with advisors’ calendars allows students to

schedule an appointment only when advisors have set

availability

Advisors can send appointment campaigns directly to

student path


To-Dos: Charting the paths to success

Personalized, step-by-step instructions help students navigate their college experience

Capabilities

Step-by-step paths to college success, breaking big goals

into manageable tasks

Provide the context, instructions, and resources for easy

completion of the most important tasks

Notifications nudge students week-by-week on their path,

ensuring they stay on track within the term

Ability for students to add their own To-Do items proactively


Calendar Events: Informing students of what is happening on campus

A calendar of important campus events and deadlines

Capabilities

Keep students notified about important events for your

institution, including holiday breaks, orientation events, job

fairs, etc.

Selectively market events to the students who are most likely

to attend (ex: “First-Generation Welcome Day” only to first-

generation students)

Connect students to event-related content (ex: event page,

list of summer activities on campus)


Resources: Connecting students to the right locations and information

A catalog of the physical and digital resources that students can access at your institution

Capabilities

A centralized compiled directory of important resources

Physical resources are linked to address or GPS coordinates

that students can navigate to

Contact information (phone, email) as weblinks for additional

information and hours of operation.

Ability to favorite resources for recurring easy access


Quick polls: Gaining intra-term data on your students

Micro-surveys provide a pulse check for your campus and connect students to relevant resources

Capabilities

Identify a specific, timely need and provide the relevant

campus resource

Provide staff with student insights and the ability to follow-up

with students who need help

Share aggregated responses from other students to establish

social norming and communicate they are not alone in feeling

a certain way


Notifications: Nudging students back on track

Timely nudges keep students on-track and notify them immediately if they missed something

Capabilities

Short, actionable push notifications to complete critical To-Do

items

Directs students to the steps and resources needed to act on

the notification

Identify at-risk students who are still in need of help,

escalating staff action

Relieve staff from time-consuming task of chasing down

students with unresolved issues and tasks


My Schedule: Keeping students organized

A digital class & personal schedule

Capabilities

Easy-to-read student course schedule, pulled directly from

the Student Information System

Courses are mapped to locations and viewable on map, able

to navigate to location with default map app (ex: Google Maps)

Calendar integration lets students sync their class schedule

with smartphone, helping them manage their time in one

place


Major Explorer: Enabling self-service exploration of majors and careers

Uses student interests and skills to recommend potential majors and careers

Capabilities

Automated recommendations for major and career based on

student’s own interests and skill sets

Catalog of institution-specific majors with in-depth major

descriptions

Detailed information on career and salary data drawn from

the US Department of Labor

Showing the potential paths from major to career


Study Buddies: Connecting students with study groups

A feature that allows students to opt in to participating in a study group with their peers

Capabilities

Supports student success in their courses by connecting

them to peers for collaboration

Students can opt in to meet with other students in their course,

and email the group to set up a time to meet

Course rosters automated from your Student Information

System for most up-to-date class listing

Education Advisory Board

2445 M Street NW, Washington DC 20037

P 202.266.6400 | F 202.266.5700 | eab.com

Student Success Collaborative Navigate · ©2016 The Advisory Board Company • eab.com 9 Generate...

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Transcript of Student Success Collaborative Navigate · ©2016 The Advisory Board Company • eab.com 9 Generate...