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Birds of a Feather:
Using Geodemography
in Student Search

May 3, 2012
IACAC

Marc Geslani
Educational Manager
Opening Discussion

•   Introductions
•   What are your enrollment goals, challenges?
•   How well does your communication plan help you
    achieve your enrollment goals?
•   What do you know about students when you get
    their information at a college night or when you
    buy their name from Student Search?
Lurching at Personalization

•   Current consumer marketing efforts are focused
    on hyper-targeting of individuals
•   Some type of learned information or tracked
    behavior triggers an event
•   Colleges generally don’t have the type and
    •   frequency of transactional data
    •   the analytical capabilities
    •   or communication budget/flexibility
to achieve commercial levels of hyper-targeting
What If?

•   What would you want to know about students…
•   …when they are prospects/suspects?
•   …when they are juniors, sophomores or
    younger?
•   How would you communicate/travel/recruit
    differently if you knew these things about
    students?
College Board Enrollment Planning Tools

•   Descriptor Plus
    •   Geodemographic Segmentation Service
    •   Clusters contain Descriptions of Students and
        Behaviors
    •   Individual Students are Tagged-
    •   Can use to segment messages and actions

•   Enrollment Planning Service
    •   Comprehensive Database
    •   Reports on your markets, your position in those
        markets, and your competition
Geodemography: Birds of a Feather Flock Together




 In Geodemography,
 neighborhoods can be
 defined by a ZIP+4 Code or
 a Census Tract Code.
Geodemography: People Emulate Their Neighbors

Geodemography helps              College expectations are
companies analyze                formed in-part by where
communities.                     the neighbors are
                                 sending their kids.
Thus, different stores
appear in different              College-going patterns in
neighborhoods.                   different communities
-OR-                             can be analyzed and
                                 categorized using
A chain store stocks             Geodemography.
different items in different
stores.
Definition of Geodemography

•   Geodemography is the art and science of profiling
    people based on where they live
    •   Commercial services most often profile consumer
        behavior

•   Descriptor PLUS profiles students college choice
    behavior based upon where they live AND where
    they go to school.
    •   Factor Analysis and Profiling led by people with
        extensive experience in Enrollment Management.
YOU are the target of Geodemography

•   Claritas PRIZM introduced in 1979 the first
    commercially successful geodemographic service
    in the United States (incidentally, around the time
    College Board introduced Student Search and
    Enrollment Planning Service)
•   Acxiom PersonicX is another major player in the
    consumer segmentation space.
•   Let’s take a look at how these companies look at
    us!
Is There A Link To What We Do?

•   Does consumer-based, household
    geodemographic segmentation services tell us
    anything about college choice behavior of
    traditional students?
•   What critical data is missing from these services?
Educationally-Relevant Geodemography


   Individual student test
                                                              Data from College      Extrapolated data from the
  performance results and          Questions asked on
                                                            Board high school and        U.S. Census and
individual student test score   assessment questionnaires
                                                                 college files      American Community Survey
      sending patterns




                                               Attributes


                                 33 Educational             29 High School
                                 Neighborhood                Clusters (HS)
                                  Clusters (EN)
Key Cluster Attributes…

Educational Neighborhood Clusters                High School Clusters
•   Mean SAT Critical Reading Score              •   Mean SAT Critical Reading Score
•   Mean SAT Math Score                          •   Mean SAT Math Score
•   Mean SAT Writing Score                       •   Mean SAT Writing Score
•   % of Students 1st Generation                 •   Avg Number of Advanced Courses Taken
•   % of Students Likely to Apply Out-of-state   •   Avg Number of AP Exams per Student
•   % of Population college-aged                 •   Avg Admit Rate at Targeted Colleges
•   Avg Cost of Targeted Colleges                •   Avg Cost of Targeted Colleges
•   % of Population non-White                    •   % of Students non-White
•   Median family income                         •   % of Students 1st Generation
•   % Speaking English only                      •   % of Families below Poverty Level
•   % of Adults in Professional Jobs             •   % of Students Likely to Apply Out-of-state
•   % Interested in Financial Aid                •   % Interested in Financial Aid
How it works…



      Prospects    •   Descriptor PLUS helps
                       you to know more
      Applicants       about your prospects
                       so that you can
       Admits          maneuver them
                       through “the funnel”.
       Enrolls
How it works…



      Prospects    •   But you need to start
                       here…
      Applicants
                       A historical tagging of
                       students that have moved
       Admits          past the prospect stage is
                       absolutely necessary!
       Enrolls
Historical Report

To begin the process of considering or using
Descriptor Plus, we conduct an historical tagging
and analysis.

Let’s take a look at a sample report.
(Sample report only shown at presentation.)
Geodemography and Predictive Modeling

•   Predictive modeling is the use of past data to predict
    future results.
•   Geodemographic Segmentation and Predictive Modeling
    aren’t the same things.
•   They are not in contention with one another in regards to
    their effectiveness for student recruitment.
•   Schools consistently find that Descriptor PLUS tags are
    amongst the most predictive factors in their models.
What Is and Isn’t Geodemography

•   Geodemographic segmentation is based on a
    rigorous statistical analysis of multiple variables.
•   But eventually, they are artfully crafted to group
    people who behave similarly in a particular
    context for a specific purpose.
•   Categorizing behavior based on individual
    variables (zip code, income) may be significant
    factors in a predictive model, but that shouldn’t be
    equated to using Descriptor Plus or
    Geodemography.
What is Delivered with Descriptor PLUS?

•   A service that enhances student records with descriptive data
    •   The data describes prospective students’ characteristics – milieu,
        performance, needs, and likely behavior
    •   Extremely useful when you know very little about a student –
        maybe only an address or high school
•   Descriptor Plus features
    •   Comprehensive cluster description guide
    •   Data Analysis in the form of Historical Reports
    •   Enhanced Student Search Service ordering capabilities
    •   Unlimited student record tagging
How Can We Use This Data?

•   Load Tags Into Database
    •   Conduct analyses by school, ethnicity, gender, etc.

•   Refine Outreach & Messaging
    •   Who are we successful in recruiting and how does our
        outreach & messaging match to those clusters?
    •   Who AREN’T we recruiting well (but want to) and does
        our outreach & message hinder or help?

•   Purchase by EN/HS Cluster in SSS
•   Staff development, territory orientation
How Else Can We Use This Data?

•   Admission decisions
•   Financial aid prioritizing
•   Admissions tie breaking
•   Waitlist prioritizing
•   Profile for campus audiences
•   Persistence/retention analysis
Use Descriptor PLUS and EPS to:

•   Find students who have characteristics like those
    you are enrolling (those sending scores) (EPS)
•   Find students who have characteristics that you
    would like to enhance (EPS)
•   Use D+ descriptions to target content of letters
    when you know little about a student
•   Enhance predictive modeling. Then target your
    efforts where they will likely make the most
    difference
Next Steps…

•   Additional questions?
•   How can we assist?
Contact Information

Marc Geslani
Higher Educational Manager
Midwestern Regional Office
mgeslani@collegeboard.org
847-653-4507

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F44 Birds of a Feather: Using Geodemography in Student Search

  • 1. Birds of a Feather: Using Geodemography in Student Search May 3, 2012 IACAC Marc Geslani Educational Manager
  • 2. Opening Discussion • Introductions • What are your enrollment goals, challenges? • How well does your communication plan help you achieve your enrollment goals? • What do you know about students when you get their information at a college night or when you buy their name from Student Search?
  • 3. Lurching at Personalization • Current consumer marketing efforts are focused on hyper-targeting of individuals • Some type of learned information or tracked behavior triggers an event • Colleges generally don’t have the type and • frequency of transactional data • the analytical capabilities • or communication budget/flexibility to achieve commercial levels of hyper-targeting
  • 4. What If? • What would you want to know about students… • …when they are prospects/suspects? • …when they are juniors, sophomores or younger? • How would you communicate/travel/recruit differently if you knew these things about students?
  • 5. College Board Enrollment Planning Tools • Descriptor Plus • Geodemographic Segmentation Service • Clusters contain Descriptions of Students and Behaviors • Individual Students are Tagged- • Can use to segment messages and actions • Enrollment Planning Service • Comprehensive Database • Reports on your markets, your position in those markets, and your competition
  • 6. Geodemography: Birds of a Feather Flock Together In Geodemography, neighborhoods can be defined by a ZIP+4 Code or a Census Tract Code.
  • 7. Geodemography: People Emulate Their Neighbors Geodemography helps College expectations are companies analyze formed in-part by where communities. the neighbors are sending their kids. Thus, different stores appear in different College-going patterns in neighborhoods. different communities -OR- can be analyzed and categorized using A chain store stocks Geodemography. different items in different stores.
  • 8. Definition of Geodemography • Geodemography is the art and science of profiling people based on where they live • Commercial services most often profile consumer behavior • Descriptor PLUS profiles students college choice behavior based upon where they live AND where they go to school. • Factor Analysis and Profiling led by people with extensive experience in Enrollment Management.
  • 9. YOU are the target of Geodemography • Claritas PRIZM introduced in 1979 the first commercially successful geodemographic service in the United States (incidentally, around the time College Board introduced Student Search and Enrollment Planning Service) • Acxiom PersonicX is another major player in the consumer segmentation space. • Let’s take a look at how these companies look at us!
  • 10. Is There A Link To What We Do? • Does consumer-based, household geodemographic segmentation services tell us anything about college choice behavior of traditional students? • What critical data is missing from these services?
  • 11. Educationally-Relevant Geodemography Individual student test Data from College Extrapolated data from the performance results and Questions asked on Board high school and U.S. Census and individual student test score assessment questionnaires college files American Community Survey sending patterns Attributes 33 Educational 29 High School Neighborhood Clusters (HS) Clusters (EN)
  • 12. Key Cluster Attributes… Educational Neighborhood Clusters High School Clusters • Mean SAT Critical Reading Score • Mean SAT Critical Reading Score • Mean SAT Math Score • Mean SAT Math Score • Mean SAT Writing Score • Mean SAT Writing Score • % of Students 1st Generation • Avg Number of Advanced Courses Taken • % of Students Likely to Apply Out-of-state • Avg Number of AP Exams per Student • % of Population college-aged • Avg Admit Rate at Targeted Colleges • Avg Cost of Targeted Colleges • Avg Cost of Targeted Colleges • % of Population non-White • % of Students non-White • Median family income • % of Students 1st Generation • % Speaking English only • % of Families below Poverty Level • % of Adults in Professional Jobs • % of Students Likely to Apply Out-of-state • % Interested in Financial Aid • % Interested in Financial Aid
  • 13. How it works… Prospects • Descriptor PLUS helps you to know more Applicants about your prospects so that you can Admits maneuver them through “the funnel”. Enrolls
  • 14. How it works… Prospects • But you need to start here… Applicants A historical tagging of students that have moved Admits past the prospect stage is absolutely necessary! Enrolls
  • 15. Historical Report To begin the process of considering or using Descriptor Plus, we conduct an historical tagging and analysis. Let’s take a look at a sample report. (Sample report only shown at presentation.)
  • 16.
  • 17.
  • 18. Geodemography and Predictive Modeling • Predictive modeling is the use of past data to predict future results. • Geodemographic Segmentation and Predictive Modeling aren’t the same things. • They are not in contention with one another in regards to their effectiveness for student recruitment. • Schools consistently find that Descriptor PLUS tags are amongst the most predictive factors in their models.
  • 19. What Is and Isn’t Geodemography • Geodemographic segmentation is based on a rigorous statistical analysis of multiple variables. • But eventually, they are artfully crafted to group people who behave similarly in a particular context for a specific purpose. • Categorizing behavior based on individual variables (zip code, income) may be significant factors in a predictive model, but that shouldn’t be equated to using Descriptor Plus or Geodemography.
  • 20. What is Delivered with Descriptor PLUS? • A service that enhances student records with descriptive data • The data describes prospective students’ characteristics – milieu, performance, needs, and likely behavior • Extremely useful when you know very little about a student – maybe only an address or high school • Descriptor Plus features • Comprehensive cluster description guide • Data Analysis in the form of Historical Reports • Enhanced Student Search Service ordering capabilities • Unlimited student record tagging
  • 21. How Can We Use This Data? • Load Tags Into Database • Conduct analyses by school, ethnicity, gender, etc. • Refine Outreach & Messaging • Who are we successful in recruiting and how does our outreach & messaging match to those clusters? • Who AREN’T we recruiting well (but want to) and does our outreach & message hinder or help? • Purchase by EN/HS Cluster in SSS • Staff development, territory orientation
  • 22. How Else Can We Use This Data? • Admission decisions • Financial aid prioritizing • Admissions tie breaking • Waitlist prioritizing • Profile for campus audiences • Persistence/retention analysis
  • 23. Use Descriptor PLUS and EPS to: • Find students who have characteristics like those you are enrolling (those sending scores) (EPS) • Find students who have characteristics that you would like to enhance (EPS) • Use D+ descriptions to target content of letters when you know little about a student • Enhance predictive modeling. Then target your efforts where they will likely make the most difference
  • 24. Next Steps… • Additional questions? • How can we assist?
  • 25. Contact Information Marc Geslani Higher Educational Manager Midwestern Regional Office mgeslani@collegeboard.org 847-653-4507