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Building a highly effective coaching 
and mentoring program at scale 
Confidential © InsideTrack 
1
The effectiveness of success coaching for students is well 
documented in higher education literature 
Tinto’s theory of student departure - Coaching facilitates students’ smooth 
transition from separation à transition à incorporation 
Astin’s theory of involvement aligns with coaching’s efforts to facilitate student 
action 
Rendon – coaching provides space for student validation, helping to improve 
confidence and reduce self-doubt 
Sanford – coaching assesses student readiness, and aims to provide 
appropriate mix of challenge and support for student 
Kuh – coaching promotes student engagement in high impact practices and 
educationally purposeful activities 
Confidential © InsideTrack 2
Longitudinal data shows the impact of coaching on 
retention and graduation rates 
Coaching impact persists through graduation 
Coaching period Residual impact period 
9% 
12% 
15% 
14% 
6-month 12-month 18-month 24-month Graduation 
Data source: Bettinger, E. P., & Baker, R. (2011). The effects of student coaching in college: An evaluation of a randomized 
experiment in student mentoring (Working Paper No. 16881). 
13% 
Confidential © InsideTrack 3
Coaching also has a positive impact on student 
engagement and satisfaction 
Percentage of students who reported they 
were very satisfied with the following areas of college life: 
Being an effective college student 
Staying healthy and mentally positive 
Managing competing commitments 
Academic success 
Commitment to graduating 
Budgeting, finances, covering 
educational and living costs 
Involvement in the campus community 
(i.e. friends, organizations, etc.) 
0% 20% 40% 60% 80% 
Control 
Coached 
Data source: Florida State University and InsideTrack, “Coaching enhances the student experience and increases enrollment, 
retention and graduation rates,” January, 2011. 
Confidential © InsideTrack 4
Numerous controlled studies have verified the impact and 
cost-effectiveness of coaching 
“The results are clear: retention rates were greater in the coached group and the 
results do not change when we control for key demographic factors. Moreover, the 
expenditure is much smaller than that which would be required under an alternative 
policy.” 
Professor Eric Bettinger, Associate Professor, Stanford University 
“ This mentoring program for college students was found in a well-conducted 
randomized controlled trial to produce a 14% increase in 
college persistence two years after random assignment, and a 13% 
increase in likelihood of graduating college four years after random 
assignment.” 
Confidential © InsideTrack 5
Coaching programs can be tailored to various students and 
points in the student lifecycle 
Prospective Students Enrolled Students Graduating Students 
Enrollment growth and diversity 
Competitive differentiation 
Improved efficiency 
Market insights 
Enrollment Coaching 
• Conversion (from app or admit) 
• Yield (admit/registration to start) 
• Strong Start (prep for success) 
Higher retention and completion 
Tailored student experience 
Improved operational effectiveness 
Student experience insights 
Better career readiness 
Stronger employer relations 
Stronger alumni relations 
Success Coaching 
• Transition (first 2 terms/semesters) 
• Continuation (on-demand) 
• Special populations (military, non-resident, first-gen, etc.) 
• Special situations (probation, transfer, etc.) 
Brand differentiation 
Career coaching 
• Structured/Comprehensive 
• On-Demand/Tactical 
Confidential © InsideTrack 6
Developing an effective, scalable coaching program 
requires cross-functional commitment 
Core functions 
Program Director 
Serves as liaison to 
academic advising, 
financial aid, career 
and other services 
Prospective 
Student Coaches 
Enrolled Student 
Coaches 
Coaching 
Managers 
Mentor coaches and 
facilitate development 
of best practices 
Work one-on-one with prospective and enrolled 
students through regular, structured phone 
conversations and ad-hoc online communication 
Organizational support 
Quality Control Pedagogy Communications Research/ Analytics 
Evaluate coaching calls; 
measure performance on 
broad range of metrics 
Improve and develop new 
coaching methodologies 
and incorporate into best 
practices 
Develop student-facing 
coaching materials and 
drive student adoption 
Operational 
Consulting Recruiting IT/Systems 
Development 
Prepare detailed 
quantitative and qualitative 
reports for administrative 
decision making 
Professional 
Development 
Executive Sponsor 
Guides program 
director and serves as 
liaison to other senior 
administrators 
Support functional leaders 
in operationalizing changes 
based on student 
experiences and feedback 
Extensively screen and 
evaluate coach 
candidates to ensure 
highest quality hiring 
Develop and administer 
systems used for coaching, 
data management and 
reporting 
Train and certify coaches 
through multiple levels of 
mastery in various 
subjects 
Confidential © InsideTrack 7
Success requires clear and realistic goals, based on 
current realities 
First-year retention 
(first-time-full-time freshman at semi-selective private 
university campus) 
89.0% 90.1% 
88.5% 
84.6% 85.1% 85.5% 
Cohort A Cohort B Cohort C 
Coached Control 
Graduation 
(first-time-full-time freshman at semi-selective private 
university campus) 
75.4% 68.9% 
54.5% 
63.2% 65.2% 
50.2% 
6-year 5-year 4-year 
Coached Control 
Inquiry conversion 
(all inquiries at semi-selective online program) 
10.8% 12.4% 11.2% 
9.2% 8.4% 8.1% 8.3% 
September January March June 
Coached Control 
Dropout resumption 
5.9% 
(post-traditional students at low selectivity online program) 
21% 
34% 32% 31% 
12% 
20% 20% 15% 
1st Term 
Drops 
2nd Term 
Drops 
3rd Term 
Drops 
4th Term 
Drops 
Coached Control 
Confidential © InsideTrack 8
Great coaching begins with great coaches and great 
candidates come from rigorous selection 
Voice 
Screener 
• Tone 
of 
voice 
• Ability 
to 
respond 
under 
pressure 
• Comfort 
with 
technology 
• Strong 
Comm 
Skills 
• Strong 
interpersonal 
Skills 
Second 
Round 
• In 
depth 
raw 
coaching 
skill 
• Ability 
to 
implement 
feedback 
• Performance-­‐oriented 
• Dig 
into 
any 
areas 
of 
PXT 
out 
of 
pa>ern 
• All 
a7ributes 
ü Full 
HR 
interview 
Phone 
Interview 
• InvitaAon 
to 
interview 
Confirm 
salary 
range 
fit 
• Strong 
Comm. 
Skills 
• Strong 
interpersonal 
Skills 
• Fit 
with 
InsideTrack 
• Drive 
for 
Success 
Campus 
Director 
Interview 
• Campus 
fit 
• Possible 
addiAonal 
role 
play 
• Curiosity 
• Tone 
of 
voice 
• Drive 
for 
Success 
• Fit 
with 
Campus 
Top-­‐Quality 
Coaches 
Profiles 
XT 
• Falls 
within 
70% 
hit 
of 
benchmark 
pa>ern 
• Learning, 
Behavior, 
Job 
Fit 
Reference 
and 
Background 
Check 
• Talk 
with 
most 
recent 
supervisor 
where 
possible 
Resume 
and 
Cover 
Le7er 
Screen 
• Bachelor’s 
• Relevant 
prof. 
experience 
• Interest 
in 
ITK 
• Fit 
with 
InsideTrack 
Group 
Interview 
• Raw 
coaching 
• Listening 
• Interpersonal 
skills 
• Commitment 
to 
mission 
• All 
A7ributes 
Confidential © InsideTrack 9
Great coaches are developed, not born 
In his/her first year alone, a new coach should receive 100+ hours 
of professional development 
ü New coach training / 
orientation 
ü Ongoing certification – 
multiple levels of mastery, 
multiple disciplines 
ü Routine quality assessment/ 
developmental observations 
ü Individual professional 
development meetings 
ü Team training 
Coaching 
Methodology Meeting 
Student 
Impact 
Structure 
Confidential © InsideTrack 10
Great coaching also requires a methodology that addresses 
all areas of student success 
Clarify where student wants to be after 
graduation 
Connect to what student needs to 
accomplish every week 
Help organize student’s commitments to 
get work done 
Motivate student to overcome obstacles 
Reaffirm value of the institution 
LONG-TERM GOAL 
School 
Community 
Academics 
Career 
Managing 
Commitments 
Effectiveness 
Commitment 
to Graduation 
Finances 
Health & 
Support 
Confidential © InsideTrack 11
Coaching works best when closely aligned with other 
student support functions 
Coaching supports: 
• Higher contact rates 
• Better student preparedness 
• Consistency in messages and service delivery 
• Proactivity / issue prevention 
Coaching 
Academic Advising 
Financial Aid 
Career Services 
Other Support Services 
Confidential © InsideTrack 12
A “Success Creation” mindset is critical to an effective 
coaching program 
A “Failure Prevention” mindset results in wasted resources and 
lost opportunities 
Success Creation 
Failure Prevention 
How students are 
introduced to coaching 
“Get to know you” call from coach 
Orientation / information packet 
When students hear 
from coaches 
At regularly scheduled meetings 
designed to keep them on track 
toward their goals 
Missed a class, failed a test or 
otherwise triggered a “flag” in the 
early alert system 
Why students might 
reach out to coaches 
Want to brainstorm a challenge or 
celebrate a recent win 
Facing significant hardships, on 
the verge of failing, dropping out 
Confidential © InsideTrack 13
Coaching cost-effectiveness is maximized by assessing 
likelihood of impact by student type 
Coach to enhance 
experience, optimize 
learning outcomes 
Coach to 
maximize chances 
of completion 
Leverage other means 
to enhance experience, 
optimize learning 
outcomes 
Leverage other means 
to maximize chances 
of completion 
Risk of Attrition 
Likely Impact of 
Coaching 
Low 
High 
Low 
High 
Confidential © InsideTrack 14
Maximizing the impact of coaching requires investment in 
technology and analytics 
Both to manage the delivery of coaching and to generate the 
insights that guide operational and executive decision making 
Confidential © InsideTrack 15
Many institutions choose to partner with a coaching 
services provider 
The reasons for partnering vary: 
Focus: Partnering enables institutions to focus on their core competencies and 
simultaneously address a larger number of competing priorities 
Time-to-Benefit: It takes many years to develop a coaching program to the point where it 
consistently delivers significant impact 
Economies of Scale/Scope: Coaching services providers work with a broad range of 
institutions and students, enabling them to better amortize the costs of specialized expertise 
and technology 
Variable Expense vs Capital Investment: By contracting for coaching services, 
institutions can turn a capital investment into an expense that varies directly with enrollment 
Risk Management: Implementing an established program avoids the financial, brand, 
regulatory and other risks associated with a steep learning curve 
Confidential © InsideTrack 16
The keys to selecting the right partner are expertise and fit 
Before engaging a coaching services provider, consider the following: 
Mission/Values: Does the organization share your core beliefs? 
Brand/Reputation: Are they known for operating with integrity, as a trusted 
partner? 
Effectiveness: Do they have a strong, well-documented history of success? 
Accountability: Are they committed to measurement, transparency and 
accountability? 
Focus: Is enhancing student engagement and success their core purpose? 
Confidential © InsideTrack 17
InsideTrack works with you to implement a system for 
continuous improvement 
Increase enrollment, retention and graduation by 15%. 
• 1:1 coaching for prospective and enrolled students 
• Actionable insights on student perceptions and needs 
• Systems to ensure measurement and accountability 
InsideTrack is the only college dropout 
prevention initiative to meet WWC evidence 
standards 
Confidential © InsideTrack 18
Unlocking human potential since 2001 
insidetrack.com programs@insidetrack.com 
@insidetrack linkedin.com/company/insidetrack 
Confidential © InsideTrack 19

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Building a Highly Effective Coaching and Mentoring Program at Scale

  • 1. Building a highly effective coaching and mentoring program at scale Confidential © InsideTrack 1
  • 2. The effectiveness of success coaching for students is well documented in higher education literature Tinto’s theory of student departure - Coaching facilitates students’ smooth transition from separation à transition à incorporation Astin’s theory of involvement aligns with coaching’s efforts to facilitate student action Rendon – coaching provides space for student validation, helping to improve confidence and reduce self-doubt Sanford – coaching assesses student readiness, and aims to provide appropriate mix of challenge and support for student Kuh – coaching promotes student engagement in high impact practices and educationally purposeful activities Confidential © InsideTrack 2
  • 3. Longitudinal data shows the impact of coaching on retention and graduation rates Coaching impact persists through graduation Coaching period Residual impact period 9% 12% 15% 14% 6-month 12-month 18-month 24-month Graduation Data source: Bettinger, E. P., & Baker, R. (2011). The effects of student coaching in college: An evaluation of a randomized experiment in student mentoring (Working Paper No. 16881). 13% Confidential © InsideTrack 3
  • 4. Coaching also has a positive impact on student engagement and satisfaction Percentage of students who reported they were very satisfied with the following areas of college life: Being an effective college student Staying healthy and mentally positive Managing competing commitments Academic success Commitment to graduating Budgeting, finances, covering educational and living costs Involvement in the campus community (i.e. friends, organizations, etc.) 0% 20% 40% 60% 80% Control Coached Data source: Florida State University and InsideTrack, “Coaching enhances the student experience and increases enrollment, retention and graduation rates,” January, 2011. Confidential © InsideTrack 4
  • 5. Numerous controlled studies have verified the impact and cost-effectiveness of coaching “The results are clear: retention rates were greater in the coached group and the results do not change when we control for key demographic factors. Moreover, the expenditure is much smaller than that which would be required under an alternative policy.” Professor Eric Bettinger, Associate Professor, Stanford University “ This mentoring program for college students was found in a well-conducted randomized controlled trial to produce a 14% increase in college persistence two years after random assignment, and a 13% increase in likelihood of graduating college four years after random assignment.” Confidential © InsideTrack 5
  • 6. Coaching programs can be tailored to various students and points in the student lifecycle Prospective Students Enrolled Students Graduating Students Enrollment growth and diversity Competitive differentiation Improved efficiency Market insights Enrollment Coaching • Conversion (from app or admit) • Yield (admit/registration to start) • Strong Start (prep for success) Higher retention and completion Tailored student experience Improved operational effectiveness Student experience insights Better career readiness Stronger employer relations Stronger alumni relations Success Coaching • Transition (first 2 terms/semesters) • Continuation (on-demand) • Special populations (military, non-resident, first-gen, etc.) • Special situations (probation, transfer, etc.) Brand differentiation Career coaching • Structured/Comprehensive • On-Demand/Tactical Confidential © InsideTrack 6
  • 7. Developing an effective, scalable coaching program requires cross-functional commitment Core functions Program Director Serves as liaison to academic advising, financial aid, career and other services Prospective Student Coaches Enrolled Student Coaches Coaching Managers Mentor coaches and facilitate development of best practices Work one-on-one with prospective and enrolled students through regular, structured phone conversations and ad-hoc online communication Organizational support Quality Control Pedagogy Communications Research/ Analytics Evaluate coaching calls; measure performance on broad range of metrics Improve and develop new coaching methodologies and incorporate into best practices Develop student-facing coaching materials and drive student adoption Operational Consulting Recruiting IT/Systems Development Prepare detailed quantitative and qualitative reports for administrative decision making Professional Development Executive Sponsor Guides program director and serves as liaison to other senior administrators Support functional leaders in operationalizing changes based on student experiences and feedback Extensively screen and evaluate coach candidates to ensure highest quality hiring Develop and administer systems used for coaching, data management and reporting Train and certify coaches through multiple levels of mastery in various subjects Confidential © InsideTrack 7
  • 8. Success requires clear and realistic goals, based on current realities First-year retention (first-time-full-time freshman at semi-selective private university campus) 89.0% 90.1% 88.5% 84.6% 85.1% 85.5% Cohort A Cohort B Cohort C Coached Control Graduation (first-time-full-time freshman at semi-selective private university campus) 75.4% 68.9% 54.5% 63.2% 65.2% 50.2% 6-year 5-year 4-year Coached Control Inquiry conversion (all inquiries at semi-selective online program) 10.8% 12.4% 11.2% 9.2% 8.4% 8.1% 8.3% September January March June Coached Control Dropout resumption 5.9% (post-traditional students at low selectivity online program) 21% 34% 32% 31% 12% 20% 20% 15% 1st Term Drops 2nd Term Drops 3rd Term Drops 4th Term Drops Coached Control Confidential © InsideTrack 8
  • 9. Great coaching begins with great coaches and great candidates come from rigorous selection Voice Screener • Tone of voice • Ability to respond under pressure • Comfort with technology • Strong Comm Skills • Strong interpersonal Skills Second Round • In depth raw coaching skill • Ability to implement feedback • Performance-­‐oriented • Dig into any areas of PXT out of pa>ern • All a7ributes ü Full HR interview Phone Interview • InvitaAon to interview Confirm salary range fit • Strong Comm. Skills • Strong interpersonal Skills • Fit with InsideTrack • Drive for Success Campus Director Interview • Campus fit • Possible addiAonal role play • Curiosity • Tone of voice • Drive for Success • Fit with Campus Top-­‐Quality Coaches Profiles XT • Falls within 70% hit of benchmark pa>ern • Learning, Behavior, Job Fit Reference and Background Check • Talk with most recent supervisor where possible Resume and Cover Le7er Screen • Bachelor’s • Relevant prof. experience • Interest in ITK • Fit with InsideTrack Group Interview • Raw coaching • Listening • Interpersonal skills • Commitment to mission • All A7ributes Confidential © InsideTrack 9
  • 10. Great coaches are developed, not born In his/her first year alone, a new coach should receive 100+ hours of professional development ü New coach training / orientation ü Ongoing certification – multiple levels of mastery, multiple disciplines ü Routine quality assessment/ developmental observations ü Individual professional development meetings ü Team training Coaching Methodology Meeting Student Impact Structure Confidential © InsideTrack 10
  • 11. Great coaching also requires a methodology that addresses all areas of student success Clarify where student wants to be after graduation Connect to what student needs to accomplish every week Help organize student’s commitments to get work done Motivate student to overcome obstacles Reaffirm value of the institution LONG-TERM GOAL School Community Academics Career Managing Commitments Effectiveness Commitment to Graduation Finances Health & Support Confidential © InsideTrack 11
  • 12. Coaching works best when closely aligned with other student support functions Coaching supports: • Higher contact rates • Better student preparedness • Consistency in messages and service delivery • Proactivity / issue prevention Coaching Academic Advising Financial Aid Career Services Other Support Services Confidential © InsideTrack 12
  • 13. A “Success Creation” mindset is critical to an effective coaching program A “Failure Prevention” mindset results in wasted resources and lost opportunities Success Creation Failure Prevention How students are introduced to coaching “Get to know you” call from coach Orientation / information packet When students hear from coaches At regularly scheduled meetings designed to keep them on track toward their goals Missed a class, failed a test or otherwise triggered a “flag” in the early alert system Why students might reach out to coaches Want to brainstorm a challenge or celebrate a recent win Facing significant hardships, on the verge of failing, dropping out Confidential © InsideTrack 13
  • 14. Coaching cost-effectiveness is maximized by assessing likelihood of impact by student type Coach to enhance experience, optimize learning outcomes Coach to maximize chances of completion Leverage other means to enhance experience, optimize learning outcomes Leverage other means to maximize chances of completion Risk of Attrition Likely Impact of Coaching Low High Low High Confidential © InsideTrack 14
  • 15. Maximizing the impact of coaching requires investment in technology and analytics Both to manage the delivery of coaching and to generate the insights that guide operational and executive decision making Confidential © InsideTrack 15
  • 16. Many institutions choose to partner with a coaching services provider The reasons for partnering vary: Focus: Partnering enables institutions to focus on their core competencies and simultaneously address a larger number of competing priorities Time-to-Benefit: It takes many years to develop a coaching program to the point where it consistently delivers significant impact Economies of Scale/Scope: Coaching services providers work with a broad range of institutions and students, enabling them to better amortize the costs of specialized expertise and technology Variable Expense vs Capital Investment: By contracting for coaching services, institutions can turn a capital investment into an expense that varies directly with enrollment Risk Management: Implementing an established program avoids the financial, brand, regulatory and other risks associated with a steep learning curve Confidential © InsideTrack 16
  • 17. The keys to selecting the right partner are expertise and fit Before engaging a coaching services provider, consider the following: Mission/Values: Does the organization share your core beliefs? Brand/Reputation: Are they known for operating with integrity, as a trusted partner? Effectiveness: Do they have a strong, well-documented history of success? Accountability: Are they committed to measurement, transparency and accountability? Focus: Is enhancing student engagement and success their core purpose? Confidential © InsideTrack 17
  • 18. InsideTrack works with you to implement a system for continuous improvement Increase enrollment, retention and graduation by 15%. • 1:1 coaching for prospective and enrolled students • Actionable insights on student perceptions and needs • Systems to ensure measurement and accountability InsideTrack is the only college dropout prevention initiative to meet WWC evidence standards Confidential © InsideTrack 18
  • 19. Unlocking human potential since 2001 insidetrack.com programs@insidetrack.com @insidetrack linkedin.com/company/insidetrack Confidential © InsideTrack 19