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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
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
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
​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
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
• 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
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

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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