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March 8, 2017
SUNY Initiatives Supporting Online Learning
Early Alerts
Michele Forte, Open SUNY and Empire State
College
Recruitment for Online Programs
Meghan Dinan, SUNY Enrollment Services
Cross Registration Automation
Tara Conrad, Genesee Community College
Panel
SUNY – The Goal
3
150,000 DEGREES
by 2025
(up from 93,000)
A C S I E
Access Completion Success Inquiry Engagement
D I V E R S I T Y A N D I N C L U S I O N
C O M P L E T I O N A G E N D A I M P A C T O N
C H A L L E N G E S
SUNY Excels
Open SUNY Vision
Open SUNY aims to provide students
with the nation’s leading online
learning experience. Open SUNY
aims to draw on the Power of SUNY
and support campuses and faculty to:
▪  Dramatically expand access to
higher education
▪  Raise completion rates
▪  Prepare students for success in
their lives and careers, and
contribute to the economic success
of New York State and beyond
Open SUNY Scale
500+ Online Programs from 43 Campuses
Open SUNY Scale
Students taking 50%
or more of their
courses online
annually is increasing
Open SUNY Scale
# of course
sections offered
online is
increasing
annually
Open SUNY Initiatives Take Three Forms
▪  Open SUNY team is
responsible for setting
strategic direction and
project managing/
executing the work
Description
Examples ▪  COTE Community of
Practice
▪  Early Alerts
▪  Institutional Readiness
Open SUNY
Role
Define initiative and provide
leadership and resources
for execution with input from
stakeholders
▪  Open SUNY team works
closely on shared
initiative with other Sys
Admin or campus
group(s)
▪  OERs
▪  Enrollment marketing
▪  State Authorization
Reciprocity
▪  Work in collaboration with
partners to determine the
path forward and share
execution
▪  Open SUNY team
provides targeted insights
and contributions to
System and/or campus-
led initiatives
▪  Cross-campus credits
and financial aid
▪  Non-NYS Resident
Online Tuition Rate
▪  PLA
▪  Inform overall strategy
and identify ways in which
Open SUNY can help/
support/reinforce solution
Leadership Partnership Support
Michele Forte
Project Manager for Student Supports, Open SUNY
Assistant Professor, Empire State College
Early Alerts
Project Overview
Goals
Timeline
Status
Next Steps
Implications for SUNY system and campuses:
Work flow – adjustments, lessons learned
Technology - infrastructure and implications
Professional development
Early Alerts Project
•  Performance Improvement Plans (2016 PIP) >
System investment in Early Alert tool Starfish
•  Rethink how the funds are distributed and utilized
•  Alignment with EXCELS
•  Mentor/ Cohort experiment: scalable, duplicable
Early Alerts Project: Context
•  Establishment of new shared service
•  Enhanced guidance for new campuses
•  Support to build capability of mentor campuses
•  Building the community of practice
High Level Goals: New Model
•  Dutchess County Community College
•  Finger Lakes Community College
•  Mohawk Valley Community College
•  Monroe Community College
•  SUNY Broome
•  SUNY Oswego
Campuses Partners: Mentors
•  Buffalo State College
•  Fulton-Montgomery CC
•  Herkimer CC
•  Jefferson CC
•  Morrisville State College
•  Schenectady CCC
•  Sullivan CCC
Campuses Partners: Cohort 1
•  Build cross-system collaboration
•  Increase efficiencies
•  Capture and scale success
•  Support new mentor campus model
Systemness: Enhanced Guidance and Mentoring Model
•  The Commons
– SUNY/Starfish Team
– Mentor campuses
– New campuses
•  Basecamp
– Individual campus teams with Starfish
CoP: Tools
Challenge: SUNY campuses are diverse and the use of EA is equally
diverse. To measure, we need to identify supported cohorts
and understand current stats on items we’re trying to impact
so SUNY can - keep in mind these supported cohort will be
different per campus.
Need: Demonstrate efficacy of tool for improving completion and
value of investment in scaling best practices via new shared
services model
Our charge: Define metrics to speak to system level goals of improved
retention and completion, identify baseline to understand
impact of EA over time, and produce project deliverables/
outcomes to help inform project
Project Metrics: Testing New Model
•  Ease of implementation – this model versus regular timeline
•  How Starfish is utilized
•  Use of recommended minimum standard configurations
•  Stepped implementation process
•  Number of campuses active in CoP
•  Number of best practices/resources shared in CoP
•  Testing efficacy of “shared services” mentoring model – Is this model better?
Draft metrics: Project
•  Faculty/ staff use of reports, data
•  Adoption rates
•  Student learning outcomes
•  Student initiated usage
•  Retention: year-to-year and semester-to-
semester
Draft metrics: Impact of Starfish
Cohort 1:
February 2017 through July 2017 campuses
licensed for up to 750 students.
August 2017 through July 2018> all students.
Project Timeline
•  Starfish provided timeline
•  Connect Mentors and Cohort 1
•  Populate CoP Commons
•  CIT presentation
•  Metrics refresh
Next Steps:
•  Team based effort
•  Faculty advisory piece
•  March meeting RSVP list reflects number os
stakeholders
•  Need for executive or administrative sponsorship
•  Data integration necessary
•  Mentoring work began almost right away
Work Flow: Observations to date
Meghan Dinan
Assistant Director, Recruitment Response Center
SUNY Enrollment Services
Recruitment for Online Programs
CampusConnect Demo
August	
  2016	
  
New	
  Website	
  Launch	
  
The Status of Online Recruitment
CampusConnect Demo
11,417	
  Leads	
  	
  
8,291	
  Unique	
  Prospects	
  
The Status of Online Recruitment
Lead Management
Web Request for
Information
SUNY System CRM
Individual Response
from SUNY System
Call Center
Distribution to
Campus
29
Auto-responder
Response from
Campus
Recruitment Workflow
Student	
  Experience	
  
Use Case
Lead Management
Web Request for
Information
Individual Response
from SUNY System
Call Center
33
Auto-responder
Response from
Campus
Student Experience
Call	
  Center	
  Agent	
  Experience	
  
Use Case
Lead Management
Web Request for
Information
SUNY System CRM
Individual Response
from SUNY System
Call Center
36
Call Center Agent Experience
Campus	
  Experience	
  
Use Case
Lead Management
Web Request for
Information
SUNY System CRM
Distribution to
Campus
41
Response from
Campus
Campus Experience
Modifying Lead Distribution
December	
  2016	
  
•  New	
  tab	
  in	
  CampusConnect	
  and	
  a	
  new	
  
permission	
  that	
  allows	
  access	
  to	
  only	
  Open	
  
SUNY	
  leads	
  
•  Data	
  available	
  within	
  24	
  hours	
  of	
  
submission	
  
•  Sending	
  raw	
  data	
  vs	
  tradiNonal	
  lead	
  data	
  
	
  
Request for Proposal
Next	
  Steps	
  
	
  
•  ConNnued	
  lead	
  generaNon	
  
•  More	
  detailed	
  program	
  informaNon	
  
•  Enhanced	
  course	
  search	
  capability	
  
	
  
Request for Proposal
Timeline	
  
	
  
•  February	
  2017,	
  posted	
  
•  March	
  2017,	
  submission	
  deadline	
  
•  August	
  2017,	
  anNcipated	
  start	
  
	
  
Tara Conrad
Assistant Registrar, Genesee Community College
Cross-Registration Automation
SUNY  System  Electronic  Cross  
Registra6on  Request  
Automa6on  Project
Cross  Registra6on  Ini6a6ve  Progress
•  SUNY	
  Board	
  of	
  Trustees	
  approved	
  resoluNon	
  on	
  
11/2/2016	
  
•  MTP	
  is	
  currently	
  being	
  draTed	
  
•  Financial	
  Aid	
  ConsorNum	
  Agreement	
  is	
  in	
  the	
  final	
  
stages	
  of	
  being	
  revised	
  
•  Electronic	
  Request	
  Form	
  is	
  being	
  created	
  	
  
Design  Team  Representa6on
Campuses	
  	
  
•  Suffolk	
  
•  Albany	
  
•  Brockport	
  
•  Nassau	
  
•  Broome	
  
•  Farmingdale	
  
•  Mohawk	
  Valley	
  
Offices	
  
•  Records	
  
•  Student	
  Accounts	
  
•  Financial	
  Aid	
  
•  Academic	
  Advisement	
  
Design  Team  Tasks
	
  
Create	
  An	
  Electronic	
  Version	
  An	
  ExisNng	
  Paper	
  Form	
  
•  DraT	
  requirements	
  
•  Test	
  the	
  new	
  tool	
  
•  Create	
  documentaNon	
  and	
  training	
  materials	
  
SUNY  Cross  Registra6on  Form  1.0  

Not	
  Included:	
  
•  Auto	
  populate	
  student	
  
informaNon	
  
•  Address	
  scrubbing	
  
•  SIS	
  data	
  stream	
  
•  Course	
  catalog	
  informaNon	
  
•  Enrollment	
  informaNon	
  
•  Prerequisite	
  requirements	
  
•  Student	
  course	
  history	
  
•  Register	
  the	
  student	
  
Will	
  Feature:	
  
•  Building	
  off	
  of	
  the	
  Reverse	
  
Transfer	
  ApplicaNon	
  
•  Sit	
  behind	
  federaNon	
  
•  Campus	
  ability	
  to	
  update	
  
contacts	
  
•  3	
  views	
  
•  Administrator	
  
•  Campus	
  
•  Student	
  
•  Workflow	
  type	
  funcNonality	
  
Implementa6on  Timeframe
4	
  Phases	
  
•  Design:	
  	
  Fall	
  2016	
  
•  TesNng:	
  	
  Spring	
  2017	
  
•  Pilot:	
  	
  Summer	
  2017	
  
•  ImplementaNon:	
  	
  Late	
  Summer	
  2017-­‐Fall	
  2017	
  
Working	
  in	
  tandem	
  with	
  policy	
  and	
  procedure	
  updates	
  
•  Take	
  advantage	
  of	
  technology	
  now	
  
•  Update	
  an	
  electronic	
  form	
  as	
  opposed	
  to	
  updaNng	
  the	
  paper	
  form	
  
and	
  then	
  creaNng	
  an	
  electronic	
  version	
  
Possible  Campus  Level  Ac6ons
•  InvesNgate	
  and	
  foster	
  opportuniNes	
  for	
  Cross	
  RegistraNon	
  
•  IdenNfy	
  campus	
  contacts	
  in	
  various	
  student	
  administraNve	
  offices	
  
•  Review	
  Cross	
  RegistraNon	
  procedures	
  	
  
•  Adapt	
  office	
  processes	
  that	
  foster	
  paperless	
  cross	
  registraNon	
  requests	
  
Thank  You
•  QuesNons	
  
•  Concerns	
  
•  Comments	
  
Michele Forte - michele.forte@suny.edu
Meghan Dinan – meghan.dinan@suny.edu
Tara Conrad – teconrad@genesee.edu
Kim Scalzo – kim.scalzo@suny.edu
Questions

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SUNY Initiatives Supporting Online Learning Panel

  • 1. March 8, 2017 SUNY Initiatives Supporting Online Learning
  • 2. Early Alerts Michele Forte, Open SUNY and Empire State College Recruitment for Online Programs Meghan Dinan, SUNY Enrollment Services Cross Registration Automation Tara Conrad, Genesee Community College Panel
  • 3. SUNY – The Goal 3 150,000 DEGREES by 2025 (up from 93,000)
  • 4. A C S I E Access Completion Success Inquiry Engagement D I V E R S I T Y A N D I N C L U S I O N C O M P L E T I O N A G E N D A I M P A C T O N C H A L L E N G E S SUNY Excels
  • 5. Open SUNY Vision Open SUNY aims to provide students with the nation’s leading online learning experience. Open SUNY aims to draw on the Power of SUNY and support campuses and faculty to: ▪  Dramatically expand access to higher education ▪  Raise completion rates ▪  Prepare students for success in their lives and careers, and contribute to the economic success of New York State and beyond
  • 6. Open SUNY Scale 500+ Online Programs from 43 Campuses
  • 7. Open SUNY Scale Students taking 50% or more of their courses online annually is increasing
  • 8. Open SUNY Scale # of course sections offered online is increasing annually
  • 9. Open SUNY Initiatives Take Three Forms ▪  Open SUNY team is responsible for setting strategic direction and project managing/ executing the work Description Examples ▪  COTE Community of Practice ▪  Early Alerts ▪  Institutional Readiness Open SUNY Role Define initiative and provide leadership and resources for execution with input from stakeholders ▪  Open SUNY team works closely on shared initiative with other Sys Admin or campus group(s) ▪  OERs ▪  Enrollment marketing ▪  State Authorization Reciprocity ▪  Work in collaboration with partners to determine the path forward and share execution ▪  Open SUNY team provides targeted insights and contributions to System and/or campus- led initiatives ▪  Cross-campus credits and financial aid ▪  Non-NYS Resident Online Tuition Rate ▪  PLA ▪  Inform overall strategy and identify ways in which Open SUNY can help/ support/reinforce solution Leadership Partnership Support
  • 10. Michele Forte Project Manager for Student Supports, Open SUNY Assistant Professor, Empire State College Early Alerts
  • 11. Project Overview Goals Timeline Status Next Steps Implications for SUNY system and campuses: Work flow – adjustments, lessons learned Technology - infrastructure and implications Professional development Early Alerts Project
  • 12. •  Performance Improvement Plans (2016 PIP) > System investment in Early Alert tool Starfish •  Rethink how the funds are distributed and utilized •  Alignment with EXCELS •  Mentor/ Cohort experiment: scalable, duplicable Early Alerts Project: Context
  • 13. •  Establishment of new shared service •  Enhanced guidance for new campuses •  Support to build capability of mentor campuses •  Building the community of practice High Level Goals: New Model
  • 14. •  Dutchess County Community College •  Finger Lakes Community College •  Mohawk Valley Community College •  Monroe Community College •  SUNY Broome •  SUNY Oswego Campuses Partners: Mentors
  • 15. •  Buffalo State College •  Fulton-Montgomery CC •  Herkimer CC •  Jefferson CC •  Morrisville State College •  Schenectady CCC •  Sullivan CCC Campuses Partners: Cohort 1
  • 16. •  Build cross-system collaboration •  Increase efficiencies •  Capture and scale success •  Support new mentor campus model Systemness: Enhanced Guidance and Mentoring Model
  • 17. •  The Commons – SUNY/Starfish Team – Mentor campuses – New campuses •  Basecamp – Individual campus teams with Starfish CoP: Tools
  • 18. Challenge: SUNY campuses are diverse and the use of EA is equally diverse. To measure, we need to identify supported cohorts and understand current stats on items we’re trying to impact so SUNY can - keep in mind these supported cohort will be different per campus. Need: Demonstrate efficacy of tool for improving completion and value of investment in scaling best practices via new shared services model Our charge: Define metrics to speak to system level goals of improved retention and completion, identify baseline to understand impact of EA over time, and produce project deliverables/ outcomes to help inform project Project Metrics: Testing New Model
  • 19. •  Ease of implementation – this model versus regular timeline •  How Starfish is utilized •  Use of recommended minimum standard configurations •  Stepped implementation process •  Number of campuses active in CoP •  Number of best practices/resources shared in CoP •  Testing efficacy of “shared services” mentoring model – Is this model better? Draft metrics: Project
  • 20. •  Faculty/ staff use of reports, data •  Adoption rates •  Student learning outcomes •  Student initiated usage •  Retention: year-to-year and semester-to- semester Draft metrics: Impact of Starfish
  • 21. Cohort 1: February 2017 through July 2017 campuses licensed for up to 750 students. August 2017 through July 2018> all students. Project Timeline
  • 22. •  Starfish provided timeline •  Connect Mentors and Cohort 1 •  Populate CoP Commons •  CIT presentation •  Metrics refresh Next Steps:
  • 23. •  Team based effort •  Faculty advisory piece •  March meeting RSVP list reflects number os stakeholders •  Need for executive or administrative sponsorship •  Data integration necessary •  Mentoring work began almost right away Work Flow: Observations to date
  • 24. Meghan Dinan Assistant Director, Recruitment Response Center SUNY Enrollment Services Recruitment for Online Programs
  • 25. CampusConnect Demo August  2016   New  Website  Launch   The Status of Online Recruitment
  • 26.
  • 27.
  • 28. CampusConnect Demo 11,417  Leads     8,291  Unique  Prospects   The Status of Online Recruitment
  • 29. Lead Management Web Request for Information SUNY System CRM Individual Response from SUNY System Call Center Distribution to Campus 29 Auto-responder Response from Campus Recruitment Workflow
  • 31.
  • 32.
  • 33. Lead Management Web Request for Information Individual Response from SUNY System Call Center 33 Auto-responder Response from Campus Student Experience
  • 34. Call  Center  Agent  Experience   Use Case
  • 35.
  • 36. Lead Management Web Request for Information SUNY System CRM Individual Response from SUNY System Call Center 36 Call Center Agent Experience
  • 37.
  • 38.
  • 40.
  • 41. Lead Management Web Request for Information SUNY System CRM Distribution to Campus 41 Response from Campus Campus Experience
  • 42.
  • 43. Modifying Lead Distribution December  2016   •  New  tab  in  CampusConnect  and  a  new   permission  that  allows  access  to  only  Open   SUNY  leads   •  Data  available  within  24  hours  of   submission   •  Sending  raw  data  vs  tradiNonal  lead  data    
  • 44.
  • 45. Request for Proposal Next  Steps     •  ConNnued  lead  generaNon   •  More  detailed  program  informaNon   •  Enhanced  course  search  capability    
  • 46. Request for Proposal Timeline     •  February  2017,  posted   •  March  2017,  submission  deadline   •  August  2017,  anNcipated  start    
  • 47. Tara Conrad Assistant Registrar, Genesee Community College Cross-Registration Automation
  • 48. SUNY  System  Electronic  Cross   Registra6on  Request   Automa6on  Project
  • 49. Cross  Registra6on  Ini6a6ve  Progress •  SUNY  Board  of  Trustees  approved  resoluNon  on   11/2/2016   •  MTP  is  currently  being  draTed   •  Financial  Aid  ConsorNum  Agreement  is  in  the  final   stages  of  being  revised   •  Electronic  Request  Form  is  being  created    
  • 50. Design  Team  Representa6on Campuses     •  Suffolk   •  Albany   •  Brockport   •  Nassau   •  Broome   •  Farmingdale   •  Mohawk  Valley   Offices   •  Records   •  Student  Accounts   •  Financial  Aid   •  Academic  Advisement  
  • 51. Design  Team  Tasks   Create  An  Electronic  Version  An  ExisNng  Paper  Form   •  DraT  requirements   •  Test  the  new  tool   •  Create  documentaNon  and  training  materials  
  • 52. SUNY  Cross  Registra6on  Form  1.0   Not  Included:   •  Auto  populate  student   informaNon   •  Address  scrubbing   •  SIS  data  stream   •  Course  catalog  informaNon   •  Enrollment  informaNon   •  Prerequisite  requirements   •  Student  course  history   •  Register  the  student   Will  Feature:   •  Building  off  of  the  Reverse   Transfer  ApplicaNon   •  Sit  behind  federaNon   •  Campus  ability  to  update   contacts   •  3  views   •  Administrator   •  Campus   •  Student   •  Workflow  type  funcNonality  
  • 53. Implementa6on  Timeframe 4  Phases   •  Design:    Fall  2016   •  TesNng:    Spring  2017   •  Pilot:    Summer  2017   •  ImplementaNon:    Late  Summer  2017-­‐Fall  2017   Working  in  tandem  with  policy  and  procedure  updates   •  Take  advantage  of  technology  now   •  Update  an  electronic  form  as  opposed  to  updaNng  the  paper  form   and  then  creaNng  an  electronic  version  
  • 54. Possible  Campus  Level  Ac6ons •  InvesNgate  and  foster  opportuniNes  for  Cross  RegistraNon   •  IdenNfy  campus  contacts  in  various  student  administraNve  offices   •  Review  Cross  RegistraNon  procedures     •  Adapt  office  processes  that  foster  paperless  cross  registraNon  requests  
  • 55. Thank  You •  QuesNons   •  Concerns   •  Comments  
  • 56. Michele Forte - michele.forte@suny.edu Meghan Dinan – meghan.dinan@suny.edu Tara Conrad – teconrad@genesee.edu Kim Scalzo – kim.scalzo@suny.edu Questions