what we learned
ADD AND EVOLVE James Campbell • Daniel Hocutt • Phil Melita
#mems15
#add
DESIGN AND DEVELOP AN EXECUTIVE DASHBOARD What we considered and learned when developing our reporting dashboard.
1 3
BACKGROUND DESIGN & DISTRIBUTION
2 4
DATA COLLECTION WHAT WE LEARNED
LET’S GET STARTED
LET’S BUILD OUR OWN DASHBOARD
LET’S GET STARTED
0-2 years 2-5 years 5+ years
EXPERIENCE
01
02 SIZE Small Medium Large
Credit Noncredit Osher Summer
PROGRAMS
03
04 MKTG & EM Are marketing and enrollment management integrated or separated?
Do you have formal or written marketing plans?
PLANS
05
06 UPCEA Are you a first time UPCEA MEMS attendee?
LET’S GET STARTED
WHY USE A DASHBOARD?
Choose and contextualize metrics
Visualize and share data
Valuable communication tool
BACKGROUND
BACKGROUND
START WITH RESEARCH What value will the dashboard bring?
What kind of dashboard do you need?
In what context was the dashboard first discussed?
BACKGROUND
DEFINE YOUR AUDIENCE Who requested the dashboard?
Who will use the dashboard?
What decisions do they need to make?
BACKGROUND
DEFINE YOUR KPMs
Work across departments to define your KPMs.
KPMs should measure ongoing performance.
KPMs may vary depending on the snapshot you’re showing.
QUESTIONS COMMENTS OR CLARIFICATIONS #mems15
#add
DATA COLLECTION
DATA COLLECTION
FUNCTIONALITY DATA
TIMING
CONTEXT
Consider the challenges and practicality of live data vs. static data.
How often will you prepare and distribute the data?
Providing analysis and context is a critical part of the process.
DATA COLLECTION
COLLABORATION CHAMPION
COLLECTION TOOLS
QUALITY
Who takes the lead to coordinate the data collection across different units?
Make it easy for partners to share the data with the project lead.
Engage power data users to ensure the highest quality data.
DATA COLLECTION
DATA TOOLS ANALYTICS
CRM
SIS
Google Analytics Adobe Marketing Cloud IBM Marketing Operations OnDemand
Radius Salesforce Target X
Banner PeopleSoft Jenzabar
QUESTIONS COMMENTS OR CLARIFICATIONS #mems15
#add
DESIGN & DISTRIBUTION
DESIGN & DISTRIBUTION
DELIVERY METHOD
PAPER Is confidentiality a concern?
EMAIL
CLOUD
Does your audience have a preference?
Consider the technological skill of your audience.
DESIGN & DISTRIBUTION
DESIGN TIPS COLOR Color can bring meaning. Color can direct the reader. Color can be used to display data.
TYPE
LAYOUT
Typeface Point size Kerning and tracking Leading Formatting and color
Place the most important data top and left. Think grid for clean and effective design. Don’t be afraid of white space.
Keep it simple. Stay KPM driven. Engage your designer.
WHAT WE LEARNED
WHAT WE LEARNED
THE PROCESS Define and compare against a “real” average.
This is a continual improvement process.
The dashboard can help drive change.
Report dashboard data in context.
REMEMBER THIS?
0-2 years 2-5 years 5+ years
EXPERIENCE
01
02 SIZE Small Medium Large
Credit Noncredit Osher Summer
PROGRAMS
03
04 MKTG & EM Are marketing and enrollment management integrated or separated?
Do you have formal or written marketing plans?
PLANS
05
06 UPCEA Are you a first time UPCEA MEMS attendee?
WHAT WE LEARNED
THE DASHBOARD
WHAT WE LEARNED
SPCS MARKETING & ENROLLMENT UPDATE
Quick Facts – July 2O15
WEB VISITS
INQUIRIES
STARTED APPS
USERS: JULY 2015
NEW INQUIRIES: JULY 2015
FALL 2015
CHANGE VS. 2014
CHANGE VS. 2014
15,987 -6.6%
123
+25%
AS OF 3/15/14
AS OF 3/16/14
SUBMITTED APPS
NEW STUDENTS
206 FALL 2015
-30% CHANGE VS. FALL 2014
368 -10%
CHANGE VS. FALL 2014
TOTAL REGISTRATIONS
ADMITTED
ENROLLED
951
FALL 2015
FALL 2015
FALL 2015
-37%
-42%
CHANGE VS. 2014
CHANGE VS. 2014
104 76
+2%
CHANGE VS. FALL 2014
SPCS MARKETING & ENROLLMENT WHAT WE LEARNED UPDATE
Quick Facts – July 2
WEB VISITS
15,987 USERS: JULY 2015
-6.6% CHANGE VS. 2014 AS OF 3/15/14
1
INQUIRIES
123
External factors can impact KPM selection and NEW INQUIRIES: JULY 2015 reporting.
+25% CHANGE VS. 2014 AS OF 3/16/14
Quick Facts – July 2O15
TS
7
WHAT WE LEARNED
INQUIRIES
123
NEW INQUIRIES: JULY 2015
+25% CHANGE VS. 2014 AS OF 3/16/14
2
STARTED APPS
368
Take the time to define your terminology. FALL 2015
-10%
CHANGE VS. FALL 2014
– July 2O15
WHAT WE LEARNED
ES
STARTED APPS
015
FALL 2015
368 -10%
CHANGE VS. FALL 2014
3
Make sure your KPMs are audience specific.
-6.6%
+25%
AS OF 3/15/14
AS OF 3/16/14
SUBMITTED APPS
NEW STUDENTS
WHAT WE LEARNED CHANGE VS. 2014
206 FALL 2015
-30% CHANGE VS. FALL 2014
CHANGE VS. 2014
4
Recognize level ADMITTED ENROLLED of engagement of collaborators.
104 76 FALL 2015
FALL 2015
-37%
-42%
CHANGE VS. 2014
CHANGE VS. 2014
%
2014
D APPS
0
+3%
-11%
WHAT WE LEARNED
CHANGE VS. 2014
CHANGE VS. FALL 2014
AS OF 3/16/14
ADMITTED APPS
5
57
%
-42%
LL 2014
FALL 2015
NEW INQUIRIES: JUNE 2015
FALL 2015
CHANGE VS. FALL 2014
NEW PROGRAMS Be prepared to STARTED SUBMITTED ADMITTED APPS APPS APPS change or update NPS measurements 21 16 7 depending on PHIS 7 2 2 timing in the INFO enrollment cycle. 8 5 4 SEC
5
FALL 2015
APPS
4
+25%
-10%
WHAT WE LEARNED CHANGE VS. 2014
CHANGE VS. FALL 2014
AS OF 3/16/14
NEW STUDENTS ADMITTED
ENROLLED
FALL 2015
FALL 2015
-37%
-42%
CHANGE VS. 2014
CHANGE VS. 2014
104 76
5
TOTAL REGISTRATIONS
Be prepared to change or update measurements FALL 2015 depending on timing in the enrollment cycle. CHANGE VS. FALL 2014
951 +2%
%
014
APPS
7
% 2014
-11% WHAT WE LEARNED
CHANGE VS. FALL 2014
NEW PROGRAMS STARTED SUBMITTED ADMITTED APPS APPS APPS
NPS
21
16
7
PHIS
7
2
2
INFO SEC
8
5
4
FALL 2015
6
Keep your dashboard modular.
%
NTS
-10%
WHAT WE LEARNED CHANGE VS. FALL 2014
TOTAL REGISTRATIONS
OLLED
951
2015
FALL 2015
76
2%
E VS. 2014
+2%
CHANGE VS. FALL 2014
6
Keep your dashboard modular.
QUESTIONS COMMENTS OR CLARIFICATIONS #mems15
#add
CONTACT James Campbell: [email protected] Daniel Hocutt: [email protected] Phil Melita: [email protected] #mems15
#add
THANK YOU
#mems15
#add
DESIGN AND DEVELOP AN EXECUTIVE DASHBOARD What we considered and learned when developing our reporting dashboard.
1 3
BACKGROUND DESIGN & DISTRIBUTION
2 4
DATA COLLECTION WHAT WE LEARNED
LET’S GET STARTED
LET’S BUILD OUR OWN DASHBOARD
LET’S GET STARTED
0-2 years 2-5 years 5+ years
EXPERIENCE
01
02 SIZE Small Medium Large
Credit Noncredit Osher Summer
PROGRAMS
03
04 MKTG & EM Are marketing and enrollment management integrated or separated?
Do you have formal or written marketing plans?
PLANS
05
06 UPCEA Are you a first time UPCEA MEMS attendee?
LET’S GET STARTED
WHY USE A DASHBOARD?
Choose and contextualize metrics
Visualize and share data
Valuable communication tool
BACKGROUND
BACKGROUND
START WITH RESEARCH What value will the dashboard bring?
What kind of dashboard do you need?
In what context was the dashboard first discussed?
BACKGROUND
DEFINE YOUR AUDIENCE Who requested the dashboard?
Who will use the dashboard?
What decisions do they need to make?
BACKGROUND
DEFINE YOUR KPMs
Work across departments to define your KPMs.
KPMs should measure ongoing performance.
KPMs may vary depending on the snapshot you’re showing.
QUESTIONS COMMENTS OR CLARIFICATIONS #mems15
#add
DATA COLLECTION
DATA COLLECTION
FUNCTIONALITY DATA
TIMING
CONTEXT
Consider the challenges and practicality of live data vs. static data.
How often will you prepare and distribute the data?
Providing analysis and context is a critical part of the process.
DATA COLLECTION
COLLABORATION CHAMPION
COLLECTION TOOLS
QUALITY
Who takes the lead to coordinate the data collection across different units?
Make it easy for partners to share the data with the project lead.
Engage power data users to ensure the highest quality data.
DATA COLLECTION
DATA TOOLS ANALYTICS
CRM
SIS
Google Analytics Adobe Marketing Cloud IBM Marketing Operations OnDemand
Radius Salesforce Target X
Banner PeopleSoft Jenzabar
QUESTIONS COMMENTS OR CLARIFICATIONS #mems15
#add
DESIGN & DISTRIBUTION
DESIGN & DISTRIBUTION
DELIVERY METHOD
PAPER Is confidentiality a concern?
CLOUD
Does your audience have a preference?
Consider the technological skill of your audience.
DESIGN & DISTRIBUTION
DESIGN TIPS COLOR Color can bring meaning. Color can direct the reader. Color can be used to display data.
TYPE
LAYOUT
Typeface Point size Kerning and tracking Leading Formatting and color
Place the most important data top and left. Think grid for clean and effective design. Don’t be afraid of white space.
Keep it simple. Stay KPM driven. Engage your designer.
WHAT WE LEARNED
WHAT WE LEARNED
THE PROCESS Define and compare against a “real” average.
This is a continual improvement process.
The dashboard can help drive change.
Report dashboard data in context.
REMEMBER THIS?
0-2 years 2-5 years 5+ years
EXPERIENCE
01
02 SIZE Small Medium Large
Credit Noncredit Osher Summer
PROGRAMS
03
04 MKTG & EM Are marketing and enrollment management integrated or separated?
Do you have formal or written marketing plans?
PLANS
05
06 UPCEA Are you a first time UPCEA MEMS attendee?
WHAT WE LEARNED
THE DASHBOARD
WHAT WE LEARNED
SPCS MARKETING & ENROLLMENT UPDATE
Quick Facts – July 2O15
WEB VISITS
INQUIRIES
STARTED APPS
USERS: JULY 2015
NEW INQUIRIES: JULY 2015
FALL 2015
CHANGE VS. 2014
CHANGE VS. 2014
15,987 -6.6%
123
+25%
AS OF 3/15/14
AS OF 3/16/14
SUBMITTED APPS
NEW STUDENTS
206 FALL 2015
-30% CHANGE VS. FALL 2014
368 -10%
CHANGE VS. FALL 2014
TOTAL REGISTRATIONS
ADMITTED
ENROLLED
951
FALL 2015
FALL 2015
FALL 2015
-37%
-42%
CHANGE VS. 2014
CHANGE VS. 2014
104 76
+2%
CHANGE VS. FALL 2014
SPCS MARKETING & ENROLLMENT WHAT WE LEARNED UPDATE
Quick Facts – July 2
WEB VISITS
15,987 USERS: JULY 2015
-6.6% CHANGE VS. 2014 AS OF 3/15/14
1
INQUIRIES
123
External factors can impact KPM selection and NEW INQUIRIES: JULY 2015 reporting.
+25% CHANGE VS. 2014 AS OF 3/16/14
Quick Facts – July 2O15
TS
7
WHAT WE LEARNED
INQUIRIES
123
NEW INQUIRIES: JULY 2015
+25% CHANGE VS. 2014 AS OF 3/16/14
2
STARTED APPS
368
Take the time to define your terminology. FALL 2015
-10%
CHANGE VS. FALL 2014
– July 2O15
WHAT WE LEARNED
ES
STARTED APPS
015
FALL 2015
368 -10%
CHANGE VS. FALL 2014
3
Make sure your KPMs are audience specific.
-6.6%
+25%
AS OF 3/15/14
AS OF 3/16/14
SUBMITTED APPS
NEW STUDENTS
WHAT WE LEARNED CHANGE VS. 2014
206 FALL 2015
-30% CHANGE VS. FALL 2014
CHANGE VS. 2014
4
Recognize level ADMITTED ENROLLED of engagement of collaborators.
104 76 FALL 2015
FALL 2015
-37%
-42%
CHANGE VS. 2014
CHANGE VS. 2014
%
2014
D APPS
0
+3%
-11%
WHAT WE LEARNED
CHANGE VS. 2014
CHANGE VS. FALL 2014
AS OF 3/16/14
ADMITTED APPS
5
57
%
-42%
LL 2014
FALL 2015
NEW INQUIRIES: JUNE 2015
FALL 2015
CHANGE VS. FALL 2014
NEW PROGRAMS Be prepared to STARTED SUBMITTED ADMITTED APPS APPS APPS change or update NPS measurements 21 16 7 depending on PHIS 7 2 2 timing in the INFO enrollment cycle. 8 5 4 SEC
5
FALL 2015
APPS
4
+25%
-10%
WHAT WE LEARNED CHANGE VS. 2014
CHANGE VS. FALL 2014
AS OF 3/16/14
NEW STUDENTS ADMITTED
ENROLLED
FALL 2015
FALL 2015
-37%
-42%
CHANGE VS. 2014
CHANGE VS. 2014
104 76
5
TOTAL REGISTRATIONS
Be prepared to change or update measurements FALL 2015 depending on timing in the enrollment cycle. CHANGE VS. FALL 2014
951 +2%
%
014
APPS
7
% 2014
-11% WHAT WE LEARNED
CHANGE VS. FALL 2014
NEW PROGRAMS STARTED SUBMITTED ADMITTED APPS APPS APPS
NPS
21
16
7
PHIS
7
2
2
INFO SEC
8
5
4
FALL 2015
6
Keep your dashboard modular.
%
NTS
-10%
WHAT WE LEARNED CHANGE VS. FALL 2014
TOTAL REGISTRATIONS
OLLED
951
2015
FALL 2015
76
2%
E VS. 2014
+2%
CHANGE VS. FALL 2014
6
Keep your dashboard modular.
QUESTIONS COMMENTS OR CLARIFICATIONS #mems15
#add
CONTACT James Campbell: [email protected] Daniel Hocutt: [email protected] Phil Melita: [email protected] #mems15
#add
THANK YOU
