Introduction to the Higher Education Advisory Council
1.
2. Mission Statement
The Higher Education Advisory Council will collaborate with Salesforce and
industry partners to make Salesforce work for Higher Ed.
We fulfill this mission by:
• Leveraging our collective higher ed, IT, and Salesforce expertise to make a difference on our campuses
• Maintaining a collaborative community that shares code, best practices, and documentation
• Identifying needs and advocating for solutions
• Connecting with new and prospective Salesforce Foundation higher ed customers
• Participating in outreach efforts through webinars, blogs, Higher Ed Summit presentations, Force For
Change Grant applications, etc.
• Recognizing the diversity of functionalities and needs of higher ed institutions
3. Benefits of Council Membership
Work and network with
diverse and talented peers
Participate in committees
and initiatives with schools
from across the nation
• Higher Ed Office Hours
• Higher Ed User Group
• Force for Change Grant
committee
• Foundation and partner
webinars,
• and more!
Connect Collaborate LeadShare
Share professional
expertise, insights and
experiences
Serve as go-to reference in
SME area
Contribute/”give back” to
the higher education
community
Membership in private
LinkedIn group to display
on professional profile
Help inform product
development and
roadmaps
Access Salesforce
leadership at meetings
and throughout the year
4. Connect Collaborate LeadShare
Duties and Responsibilities of Council Members
Attend at least one of the
following annual events:
Dreamforce, Higher
Education Summit
Actively participate in
Council calls/meetings
• Participate in 50% of
calls/ meetings
(extenuating
circumstances may be
approved by the
executive committee)
Provide product
feedback to
Salesforce about
needs/concerns of
Higher Ed clients
Other
duties/responsibiliti
es as defined
Actively participate
in/volunteer for Council
initiatives/Committees,
including Higher Ed
Office Hours, User
Group, etc.
Presentations, Blogs,
Posting in “Power of Us”
Hub
Collaborative efforts like
the Force for Change
Grant initiative
5. OFFICERS
Chair
Rebecca Joffrey
Cornell University
Vice Chair
Jennifer Walker,
Georgetown University
Secretary
Colleen Whelan
Yale University
Committees Chair
Nicholas Zinser
Northeastern University
Salesforce Foundation Liaison
Kathleen Lueckeman
MEMBERS
Amjad Ayoubi, Tulane University
Stephanie Brooks, Ivey Business School
Laura Campbell, Algonquin College
Chris Coppa, USC Marshall School of Business
Renee Fawcett, University of Minnesota
James Gilbert, George Mason University
Vadim Gorelik, UT-Austin McCombs School of Business
John Henry, Oregon State University
Roger Lurie, Arizona State University
Dave Perry, Western Governors University
Amanda Rosales, Wayne State University
Terri Shafer, Arizona State University
Erin Smith, Western Governors University
Doug Wotherspoon, Algonquin College
2014-15 Officers and Members
6. Member
Committee
Chair
Secretary Vice Chair Chair
Immediate
Past Chair
Officer Succession Model
All nominees are considered for member status in the council
Membership is for one year
With the exception of officers, current members need to submit nominations each year just as new
members do
Nominees may designate their interest in becoming an officer
With the exception of the founding officers, all officers will begin as the Committee Chair and proceed
through each office, serving for one year in each position
7. • Current Salesforce.com client at a higher education institution
• Senior-level higher ed subject matter expert (administration, IT, teaching)
using Salesforce
• Active in “Power of Us Hub” and/or “Success” Community
• Frequent reference for prospective Higher Ed clients
• Resource for best practices
• Foundation Guest Blog contributor
• Presenter/speaker at Foundation events and webinars
• Presenter/speaker at higher ed conferences
• Leader of notable Salesforce initiatives on their campus
• Willingness/motivation to actively volunteer and participate
• Thought leader willing to give feedback on customer
experience, product and roadmap
• Volunteer participant in council initiatives
Example Attributes of Council Members
8. Council Nominations Process
Nominations must be submitted via the nomination
form at https://getfeedback.com/r/K98C6OrN
Nominations may be submitted via the form
through June 30
A member of the executive committee will interview
each nominee
The executive committee will vote on all
nominations between July 1 and September 30
Terms of approved nominees will begin on
October 1 annually
New members will be invited to the meeting the day before Dreamforce
Note: Membership is person-oriented, not school-oriented. Schools can have only two members, one of
which is the voting member unless the second member is an officer