Pulling It All Together:Integrating Events, Interviews, Trips, and Organizations
•Download as PPTX, PDF•
0 likes•306 views
Pulling It All Together:Integrating Events, Interviews, Trips, and Organizations Presented by Reilly Johnson and Zach McAuley Hobsons University 2015
Recommended
Recommended
More Related Content
What's hot
What's hot (13)
Viewers also liked
Viewers also liked (16)
Similar to Pulling It All Together:Integrating Events, Interviews, Trips, and Organizations
Similar to Pulling It All Together:Integrating Events, Interviews, Trips, and Organizations (20)
More from Hobsons
More from Hobsons (20)
Recently uploaded
Recently uploaded (20)
Pulling It All Together:Integrating Events, Interviews, Trips, and Organizations
- 2. Pulling It All Together: Integrating Events, Interviews, Trips, and Organizations Reilly Johnson, Admissions Counselor Zach McAuley, Assistant Director of Student Communications
- 4. “Work Smarter—Not Harder” “Work Smarter and Harder” “Work Smarter and Harder and Prove It” An Evolving Ethos
- 5. The Problem “Planning, tracking and evaluating ALL recruitment and outreach initiatives was inefficient, incomplete and decentralized.”
- 6. What Does It Take To Plan and Evaluate Your Recruitment Initiatives? Shared Outlook Calendar ? Data on a Hard Drive Access Database Binders Oracle Reports “Judy” Saved Emails Files on Shared Drive Google Docs
- 7. • 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
- 8. How Do We Solve the Problem
- 9. The Solution Organizations + Events + Trips = Success Week of Visits Week of Fairs Conferences Etc. HS Visits College Fairs Campus Tours Preview Days Etc. High Schools Churches Civic Organizations Etc.
- 10. 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
- 16. Using Events
- 17. Events: Overview
- 18. Events: Creating the Event
- 19. Events: Creating the Event
- 20. Events: Creating the Event
- 21. Events: Creating the Event
- 22. Events: Inviting Groups The filter acts as a double check:
- 23. Using Trips
- 24. Trips: Overview
- 25. Trips: Creation
- 26. Trips: Adding to Itinerary
- 27. Trips: Additional Information Included
- 28. Trips: Additional Information Included
- 29. Trips: Reimbursements – Old Way
- 30. Trips: Reimbursements – New Way
- 31. 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
- 32. Questions?
Editor's Notes
- Have Hobson’s set up ACT import for organizations.
- Different information for each address based on what is needed and what is helpful.
- Adding Counselors to Organizations. Import as non students and bulk edit to counselor relationship You can add people as the primary contact or as a non primary contact.
- You can see all of the events in the organizations tab that the organization has been too for the year. And grab quick attendance data for each of those events.
- Mandated that all events be put in to Hobsons by a certain date. This is used for both approval and for help making sure they are in and tracked.
- Had to create separate Categories and Groups for each event Guidance Counselors are added as presenters Events are private so that people don’t see other school visits and so that tours stay prevalent. Create separate folders for each type of event.
- The Organization is added at this step as a first help for Invitations. In addition we use a specific registration form that allows us to make gather the information needed for each visit. The form consists of the minimum information without being too much information for students to give. Data entry is small and only consist of linking to event.
- If you have more organizations, you can add them to the list of organizations.
- Special emails for each counselors reminding them of the event. We set these up to go 3 days before the event so that there would always be emails before the weekend.
- Created overall grad year filter. By having both the filter and the organizations you can run a double check to make certain that you don’t send to the wrong people.
- By creating trips you are able to group travel together.
- Had to create new naming nomenclature for trips and made sure that the destinations reflected what was true in real world experiences and not just a general thing for everyone.
- By creating trips you are able to group travel together. We create additional items such as fuel, food, and car rental as reservations in order to track those.
- You can then rate the different events and the entire trip altogether. And see who attended each trip.
- You can grab quick ROIs by seeing how many students were reached in the trip and how much it cost.
- Organizations, Events, and Trips are a way to centralize travel.