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What’s So Relational in 
Today’s Adult Relational 
Market?
Tammy Stewart, M. Ed. 
Associate Vice President, 
Concordia University Texas 
as 
• 17 Years in Adult Higher Education 
• Academic, Admissions, and Marketing 
• Proprietary and Private Non-profit 
• Vice Chair – CAP 
• Board Member Texas Women in Higher 
Education 
• B.A.-Speech- The University of Texas 
• M.Ed.- Curriculum and Instruction-CTX 
• Doctorial Student-Concordia University 
Chicago
Background of CTX 
• Founded in 1926 
• Accredited by SACS-COC 
• 22 undergraduate majors 
• 5 ADP bachelor degree options 
• 2 graduate program online, 5 undergraduate 
• 2 graduate degree options 
• Student-to-faculty ratio is 18:1 on the main 
campus 
• Four remote center locations
Adult Student Recruitment Past 
• Plan a program, open the doors 
• Higher education has barriers that are 
complicated to navigate 
• Not a system for access 
• At their age they will decide for themselves if 
this is right for them or not 
• We aren’t really for you, but if you must, 
please come at night, in the basement, and 
don’t disturb 
• Why should we let you come?
Adult Recruitment Today 
• Highly competitive market 
• Due to the busy lives that adults live, higher 
education is being required to push the limits of 
convenience and flexibility 
• Increased competition has led us all to engage 
adult students in a much more intentional way 
• Expanded access to higher education 
• National initiatives to increase the academic 
credentials of adults across the country 
• Adult students are taking center stage in the 
conversation surrounding the crisis in higher 
education
Today’s Adult Student 
• No clear definition 
– 19–year-old single mom working full-time 
– 35-year-old widow returning to college full-time 
– 30-year-old veteran wanting to take advantage of 
his educational benefits 
– 42-year-old earning a certificate through the local 
college for work 
– 47-year-old professional earning a master’s 
degree via an evening program 
– 68-year-old taking classes for personal 
enrichment
Relational Marketing 
• Going for the one person who can enroll 
today. Not the 100. 
• Spending time to get to know their goals 
• Learning information to incorporate into 
your communication plan (interests, family 
information, goals 
• Meet students where they are
What Does “I am not a number” 
Really Mean 
• Coffee with Concordia 
• Customized Plans of Study 
• Customized Deliveries 
• Access to Counselors after Enrollment 
• Learning preferred communication 
• Flex time for ACs 
• Business to Business
The Nordstrom’s Way 
Nordstrom’s – A high end department store that was 
built with the concept of service as its foundation. 
They sell – clothes, shoes, cosmetics, accessories 
(things you can buy at a million places) 
Claim to fame – liberal return policy 
What really sets them apart - SERVICE
The Concordia Way 
• How does this translate at Concordia? 
• What areas do we know that are 
problematic that we can do some work 
on? 
• Where do our opportunities exist to really 
wow our students? 
• How do we get ourselves into the shoes of 
OUR customers
Consider Our Students 
Higher Education is: 
• A big piece of the American Dream 
• A path to a better future, better job, better 
salary, more stability for my family, etc. 
• A major life goal – something most people 
have thought about since they were young 
• A personal goal – one that most people 
hold somewhere pretty deep in their heart
Why is This So Important? 
• Students as consumers 
• Need for increased enrollment 
• Focus on retention (SSCs) 
• Changing expectations in higher education 
• Cost sensitivity at an all time high 
• Our students deserve it
So What Does this Look Like at 
Your Campus
Determination of Enrollment Goals 
• These facts and figures will allow you to 
leverage for: 
– Marketing dollars to generate leads 
– Financially supporting current staff 
– Hiring of new staff if enrollment goals are met 
– Expansion of programs 
– Allocation of physical space
Determination of Enrollment Goals 
• If you want to be a part of the conversation 
regarding enrollment goals, your tracking 
of data must be spot on, reviewed 
constantly with your staff, and support 
your point. 
• If you are not willing to track this carefully, 
you will more than likely not have a voice 
in relation to enrollment goals.
Managing the Funnel 
• Non-traditional Funnel 
• Admission Funnel Meetings 
– Weekly 
– Student by student 
– Conversion rate 
– The story it tells
THE FUNNELL 
• Example 
Total M.Ed. 
Fall 2014 
YTD 
Fall 2014 
Goal 
Fall 2013 
YTD 
Fall 2013 
Final 
Fall 2012 
YTD 
Fall 2012 
Final 
Applications 376 461 350 346 385 347 
% 68.62% 72.89% 68.57% 74.57% 57.66% 80.12% 
Completes/Accepts 258 336 240 258 222 278 
% 0.78% 0.00% 0.00% 0.00% 0.00% 0.36% 
Denied 2 - - 1 
% 77% 82% 0% 81% 0% 83% 
Registered 199 277 209 231 
A registered MED student is one who is enrolled in Banner for a course, in a term within the semester, and is counted at time of census. 
Census date for MED ground students is the first night of class.
CRM and Communication Plans 
• Get everyone involved 
• What needs to be communicated when 
• Remember to personalize
Sample Communication Plan 
• Adult inquiries day 1 
• Thank you and how can I help, immediately if online, same day if not 
• Personal connection (email, phone, personal note) within 24 hours 
• Follow-up contact (e mail, call) - day 5 
• Follow-up contact ( e mail, call) – day 12 
• Follow-up contact (e mail, call) – day 17 
• Follow-up contact (e mail, call) – day 21 
• Follow-up contact (e mail, call) – day 30 
• Follow-up contact (e mail, call) – day 60 
• Follow-up contact (e mail, call) – day 90 
• Follow-up contact (e mail, call) – holiday/newsletter 
Special note: If at any point after day 21 the prospect reconnects, start 
the process again.
Cont. 
• Personal Connection (e mail, phone, 
personal note) within 24 hours 
– Goals 
• Thank then again 
• Acknowledge that you understand how busy they 
are 
• Acknowledge how important the possibility of 
returning to higher education is to them 
• Establish next step
Questions?
THANK YOU 
Tammy Stewart, M. Ed. 
Associate Vice President for Enrollment, Concordia University Texas 
512-657-4732 
Tammy.stewart@concordia.edu

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Converge 2014: What's So Relational in Today's Adult Relational Market? - Stewart

  • 1. What’s So Relational in Today’s Adult Relational Market?
  • 2. Tammy Stewart, M. Ed. Associate Vice President, Concordia University Texas as • 17 Years in Adult Higher Education • Academic, Admissions, and Marketing • Proprietary and Private Non-profit • Vice Chair – CAP • Board Member Texas Women in Higher Education • B.A.-Speech- The University of Texas • M.Ed.- Curriculum and Instruction-CTX • Doctorial Student-Concordia University Chicago
  • 3. Background of CTX • Founded in 1926 • Accredited by SACS-COC • 22 undergraduate majors • 5 ADP bachelor degree options • 2 graduate program online, 5 undergraduate • 2 graduate degree options • Student-to-faculty ratio is 18:1 on the main campus • Four remote center locations
  • 4. Adult Student Recruitment Past • Plan a program, open the doors • Higher education has barriers that are complicated to navigate • Not a system for access • At their age they will decide for themselves if this is right for them or not • We aren’t really for you, but if you must, please come at night, in the basement, and don’t disturb • Why should we let you come?
  • 5. Adult Recruitment Today • Highly competitive market • Due to the busy lives that adults live, higher education is being required to push the limits of convenience and flexibility • Increased competition has led us all to engage adult students in a much more intentional way • Expanded access to higher education • National initiatives to increase the academic credentials of adults across the country • Adult students are taking center stage in the conversation surrounding the crisis in higher education
  • 6. Today’s Adult Student • No clear definition – 19–year-old single mom working full-time – 35-year-old widow returning to college full-time – 30-year-old veteran wanting to take advantage of his educational benefits – 42-year-old earning a certificate through the local college for work – 47-year-old professional earning a master’s degree via an evening program – 68-year-old taking classes for personal enrichment
  • 7. Relational Marketing • Going for the one person who can enroll today. Not the 100. • Spending time to get to know their goals • Learning information to incorporate into your communication plan (interests, family information, goals • Meet students where they are
  • 8. What Does “I am not a number” Really Mean • Coffee with Concordia • Customized Plans of Study • Customized Deliveries • Access to Counselors after Enrollment • Learning preferred communication • Flex time for ACs • Business to Business
  • 9. The Nordstrom’s Way Nordstrom’s – A high end department store that was built with the concept of service as its foundation. They sell – clothes, shoes, cosmetics, accessories (things you can buy at a million places) Claim to fame – liberal return policy What really sets them apart - SERVICE
  • 10. The Concordia Way • How does this translate at Concordia? • What areas do we know that are problematic that we can do some work on? • Where do our opportunities exist to really wow our students? • How do we get ourselves into the shoes of OUR customers
  • 11. Consider Our Students Higher Education is: • A big piece of the American Dream • A path to a better future, better job, better salary, more stability for my family, etc. • A major life goal – something most people have thought about since they were young • A personal goal – one that most people hold somewhere pretty deep in their heart
  • 12. Why is This So Important? • Students as consumers • Need for increased enrollment • Focus on retention (SSCs) • Changing expectations in higher education • Cost sensitivity at an all time high • Our students deserve it
  • 13. So What Does this Look Like at Your Campus
  • 14. Determination of Enrollment Goals • These facts and figures will allow you to leverage for: – Marketing dollars to generate leads – Financially supporting current staff – Hiring of new staff if enrollment goals are met – Expansion of programs – Allocation of physical space
  • 15. Determination of Enrollment Goals • If you want to be a part of the conversation regarding enrollment goals, your tracking of data must be spot on, reviewed constantly with your staff, and support your point. • If you are not willing to track this carefully, you will more than likely not have a voice in relation to enrollment goals.
  • 16. Managing the Funnel • Non-traditional Funnel • Admission Funnel Meetings – Weekly – Student by student – Conversion rate – The story it tells
  • 17. THE FUNNELL • Example Total M.Ed. Fall 2014 YTD Fall 2014 Goal Fall 2013 YTD Fall 2013 Final Fall 2012 YTD Fall 2012 Final Applications 376 461 350 346 385 347 % 68.62% 72.89% 68.57% 74.57% 57.66% 80.12% Completes/Accepts 258 336 240 258 222 278 % 0.78% 0.00% 0.00% 0.00% 0.00% 0.36% Denied 2 - - 1 % 77% 82% 0% 81% 0% 83% Registered 199 277 209 231 A registered MED student is one who is enrolled in Banner for a course, in a term within the semester, and is counted at time of census. Census date for MED ground students is the first night of class.
  • 18. CRM and Communication Plans • Get everyone involved • What needs to be communicated when • Remember to personalize
  • 19. Sample Communication Plan • Adult inquiries day 1 • Thank you and how can I help, immediately if online, same day if not • Personal connection (email, phone, personal note) within 24 hours • Follow-up contact (e mail, call) - day 5 • Follow-up contact ( e mail, call) – day 12 • Follow-up contact (e mail, call) – day 17 • Follow-up contact (e mail, call) – day 21 • Follow-up contact (e mail, call) – day 30 • Follow-up contact (e mail, call) – day 60 • Follow-up contact (e mail, call) – day 90 • Follow-up contact (e mail, call) – holiday/newsletter Special note: If at any point after day 21 the prospect reconnects, start the process again.
  • 20. Cont. • Personal Connection (e mail, phone, personal note) within 24 hours – Goals • Thank then again • Acknowledge that you understand how busy they are • Acknowledge how important the possibility of returning to higher education is to them • Establish next step
  • 22. THANK YOU Tammy Stewart, M. Ed. Associate Vice President for Enrollment, Concordia University Texas 512-657-4732 Tammy.stewart@concordia.edu