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Integrated Marketing,
Outreach, Recruitment,
and Retention Initiative (IMOR2)
Advisory Committee Meeting Kick-Off
August 30, 2013
by Kevin Bilder & Project Leads
Welcome
Thank you for being a part of this initiative.
We truly appreciate your willingness to serve
as an Advisory Committee Member.
Ice Breaker
XXX
Ground Rules: Critical for Success
• Advocacy for students and employees
• Appreciation and support of ONE Maricopa
• Critical thinking
• Problem solving
• Support for process efficiency
• Systems thinking
• Understanding how multiple colleges operate
• Willingness to change
ONE Maricopa and IMOR2
It is our commitment to do our part in creating an
even better Maricopa.
• Helping students succeed
• Using public resources efficiently and effectively
• Working together as “ONE”
ONE Maricopa and IMOR2
• Collaborating more to provide better service
• Thinking differently, creatively, and outside the box
• Embracing doing things differently
• Moving towards a new and better tomorrow
The Changing Landscape
Focus on student success…
 Governing Board Outcomes
 MCCCD Strategic Plan
 System-wide Enrollment Management (SEM)
The Changing Landscape(con’t)
 Seamless Student Experience (SSE)
• Single financial aid process, single transcript,
single student record, single admissions
application, etc.
 Student Success Initiative (SSI)
• Assessment, placement testing, orientation,
advising, college success course, tutoring, etc.
 Students and the community do not see us as a
unified entity but as separate institutions.
The New Student Experience
As a system, we are changing the way students
experience our colleges from their first point of
contact to transferring, graduating, and
completing their goals.
The Student Experience: Ideal State
DRAFT - 5/29/2013
IMOR2 Leadership
Executive Sponsors
Dr. Maria Harper-Marinick Dr. Chris Bustamante
Dr. Linda Lujan Dr. Shari Olson
Steering Team Members
Dr. Linda Lujan Dr. Felicia Ganther
Tom Gariepy
Core Team
Kevin Bilder Ralph Campbell
Jesus Chaidez-Hernandez Genesis Toole
IMOR2 Plan Development
Business Teams
IMOR2 Stakeholder Groups
Achieving a College Education
(ACE)
Institutional Research Council
Athletics Council Occupational Deans Council
Career Services Council One Maricopa Marketing Directors
Council
Counseling Instructional Council New Student Orientation Council
District Academic Advisement
Council,
Seamless Student Experience Core
Team
Deans of Students Council SOAR Council
District Division of Academic and
Student Affairs
Directors of Student Life
Hoop of Learning Veterans Services Council
IMOR2 Vision
• To review, replace, and improve the brand
identity and to shift towards a retention-based
culture.
• To re-define, re-examine, and re-evaluate:
• who we are
• where we are going
• what we want to be
• how others see us in the community
• To re-tool our brand and re-focus on retention.
IMOR2 Vision
Connect students to the resources they need
to be successful.
• Branding
• Marketing
• Outreach
• Recruitment
• Retention
IMOR2 Initiative Perspective
• A paradigm shift that will strengthen our internal and
external brand by connecting students to the resources
they need to complete their goals.
• An ambitious District-wide undertaking that needs to
occur in tandem with SSE, SSI, and SEM implementations
• A paradigm shift of this magnitude will create certain
risks and challenges some can be anticipated and others
will not.
• As specific areas are being addressed by SSE, SSI and the
SEM initiatives, IMOR2 will need to address related
aspects of the challenges and obstacles in a systemic and
collective manner.
Purpose
IMOR2, in support of the Seamless Student Experience,
Student Success Initiative, and other District-wide initiatives,
will facilitate access, retention, and student success through
integrated marketing, outreach, recruitment, and retention
efforts.
This will be accomplished by:
• Implementing a student-centric and outcome-oriented plan.
• Emphasizing the promotion of enrollment and strategies for
retaining students.
IMOR2 Initiative Scope
• Strengthen the District’s brand
• Focus on image management and student success
• Promote our educational opportunities
• Focus on specialized and targeted populations
• Increase student access to programs and services
IMOR2 Initiative Scope (con’t)
• Align the use of system-wide tools and websites
• Unify communication efforts throughout student
lifecycle
• Keep in mind that retention begins at the first
point of contact
• Measure and increase the efficiency and
effectiveness of efforts
IMOR2 Status Update Highlights
• CEC and Governing Board have endorsed the initiative
• Non-negotiables approved by the Chancellor, Provost,
and CEC
• Executive Sponsors and Steering Team members
determined
• Core team member participation extended for 1 year
• Advisory Committee established
• Written plan drafted and being reviewed
• First-year deliverables are being finalized
IMOR2 Non-Negotiables
• Single Brand Identity
• Unified Messaging and Naming Conventions
• Unified Website Architecture
• Common Communication Tactics and Tracking Mechanisms
• Unified Retention-Based Employee Training
• One System to Monitor Plan Execution
Initiative Alignment
Student Success DNA:
How initiatives align and work together to help students achieve their goals.
Integrated Marketing,
Outreach, and Retention (IMOR2)
(Cell Membrane – controls information
going in and out, maintains the public
integrity of processes, and ultimately
guides students through the experience)
Single Brand Identity
Unified Messagingand Naming Conventions
Unified Website Architecture
Common CommunicationTactics and Tracking
Unified Retention-Based Employee Training
One System to Monitor Plan Execution
Student Success Initiatives (SSI)
(Chromatin - strengthens our students
foundational elements and prepares
them for the future)
Placement Testing
Academic Advisement
Placement of Developmental
Education Classes
New Student Orientation
Student Success Courses
Seamless Student Experience (SSE)
(Golgi Body – sorts and processes
student information)
Single Admissions and Point of Registration
Single Process Admissions and Records
Single Transcript
Single Student Record
Single Financial Aid Application and Process
System-wide Enrollment Management (SEM)
(Nucleus – regulates student activity)
Programsand Product Mix
Targets
Retention
Population Ups and Downs
Corporate College
Funding Formula
Developmental Education
Unifying Tools
(Cytoplasm – initiative activities will be
conducted utilizing these tools)
Campus Solutions 9, Student Portal, CRM,
eAdvisor, Maxient, Enrollment
ManagementCall Center, and Training
Image © 2010 Nature Education - All rights reserved: May be used for non-commercial purposes for non-commercial use in an educational environment. 5/22/13
Goals and Strategies
Foundational Strategies
1. Research and implement best practices.
2. Standardize terminology, language, and definitions with
a student-centric focus.
3. Evaluate staffing and financial resources in support of
marketing, recruitment, outreach, and retention.
4. Coordinate with the SSE on required and continuous
standardized training.
5. Develop a system of checks and balances to ensure
implementation and continuation of recommendations.
Goal 1
Strengthen the District’s brand to increase student
enrollments, persistence, and success.
• Unify brand approach
• Focus on student lifecycle
Goal 2
DRAFT - 5/29/2013
Utilize system-wide tools for better communication
and use data for decision-making to increase
enrollments, persistence, and success.
• Facilitate communication
• Utilize a customer relationship management
system to standardize communication
• Align websites
Goal 3
DRAFT - 5/29/2013
Develop, strengthen, and implement coordinated
and consistent marketing, outreach, and recruitment
efforts and activities.
• Integrate new brand identifier model
• Coordinate promotional efforts
• Create consistent service delivery standards for
outreach and recruitment efforts
Goal 4
DRAFT - 5/29/2013
Develop, strengthen, and communicate coordinated
retention efforts and strategies.
• Expand current retention efforts
Help students…
• Set high expectations
• Establish and complete goals
• Connect to support services
• Participate in activities for more engagement
1st Year Projects
• Inventory, Research, and Gather Information (overarching)
• Single Brand Identity
• Consistence Service Delivery Standards for Outreach and
Recruitment
• Student Retention and Completion Campaign
• Unified Messaging and Naming Conventions
• Consistent Recruitment and Retention Approach
• Collaborative Advertising and Media Buying
Advisory Committee
IMOR2 Structure Overview
SSE
IMOR2 Advisory Committee Purpose
To provide vision and advisory roles for the design and
implementation of an inclusive approach to promote
enrollment and retention through common
communication efforts and other strategies
determined by the non-negotiables.
IMOR2 Advisory Committee
Team Members Areas of Expertise
AVC Student Affairs Institutional Research
VP Student Affairs District Marketing
VP Academic Affairs College Marketing
SSE Vice President SOAR Council
Dean of Students Early Outreach
Faculty Representative Academic Advisement
MAT Representative Student Life
PSA Representative College Public Affairs and Advancement
College IT Cashiers’ and Student Financials
Membership consists of high level stakeholders and experts who
provide guidance on key issues and projects. The roles and
responsibilities of advisory committee members are based on
individual background, experience, and expertise.
IMOR2 Advisory Committee Members
Team Members Areas of Expertise
AVC Student Affairs
VP Student Affairs
VP Academic Affairs
SSE Vice President
Dean of Students
Faculty Representative
MAT Representative
PSA Representative
Financial Aid
College IT
Public Affairs and Advancement
DO Marketing
College Marketing
Institutional Research
Team Members Areas of Expertise
SOAR Council
Early Outreach
Student Life
Advisement
Enrollment Services
Student Success
Cashiers’ and Student Financials
IMOR2 Advisory Committee Scope
• To help broaden sphere of influence
• To create collaborations within MCCCD
business teams, educational units, and
employee groups
• To provide advice on organizational
development issues to ensure efficiency
and effectiveness.
While the purpose of the Advisory Committee
should remain the same over time, goals,
priorities, and members of the committee may
shift to meet particular needs.
IMOR2 Advisory Committee Expectations
1. Support IMOR2’s vision, purpose, and leadership
2. Endorse the initiative and projects
3. Participate in voting as requested
4. Advise on matters relating to the development,
implementation, and evaluation of IMOR2’s projects
5. Advise on matters relating to organizational development
and improving effectiveness and enhancing the
organization’s efficiency
IMOR2 Advisory Committee Expectations
6. Assist in the assessment of the use of resources,
including human, financial, and material resources
7. Encourage interest in the initiative by identifying and
helping educate stakeholders and the general public
regarding the initiative (as needed)
8. Assist in increasing awareness of the benefits of the
IMOR2 initiative by acting as champions/advocates
9. Provide representative insight and assistance on matters
related to the organization’s capabilities or capacity
Solution Approach Process
The Adopted SSE Approach for IMOR2
• Systemic Solution - a collaborative systemic approach for project
management to bring the “people” part of project activity into focus to
get earlier insight into problems.
• Designed to be flexible, not static, and to be efficient.
Generate,
Define, and
Evaluate Ideas
Definition Planning
Execution
Deployment
and
Transition
Close-Out and
Measurement
IMOR2 Planning Phase
Generate, Define, and Evaluate Ideas
• IMOR2 Planning Phase (February – July)
• 3-Year Plan
• 5 Foundational Strategies
• 4 Goals
• All leading to projects and deliverables
Project Management
• TeamworkPM – project management software
• Program Managers
• Project Leads
• Project Teams Program
Manager
Team Member Team Member Team Member
Project Lead
Brand Identity Project
ONE Maricopa and IMOR2
 http://www.youtube.com/watch?v=JKIAOZZritk
Current Brand Identifier Model
Models Considered
Models Considered
Models Considered
Hybrid Model
Brand Identifier Project Process
• Project start – 8/26
• Advisory Committee Update - 8/30
• Call for college participation – 9/2 (each college to submit 1-2
entries based on criteria provided through their president’s
office/marketing departments)
• Submissions due – 10/4
• Student input – 10/9
Brand Identifier Project Process (con’t)
• Executive team review – 10/14
• Chancellor provided voting designs – 10/16
• Voting begins – 10/21
• Voting ends – 10/25
• DO Announcement – 11/8
• Design confirmed and implementation with style guide
begins – 11/15
Brand Identifier – Next Steps
• Develop identifier models internally (Sept. to Oct. 2013)
• Student, community, and employee input and vote (Late Oct. 2013)
• Announcement (Nov. 2013)
• Implementation (Spring 2014)
Thank you!

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IMOR2 Advisory Committee Kick Off Presentation August 2013

  • 1. Integrated Marketing, Outreach, Recruitment, and Retention Initiative (IMOR2) Advisory Committee Meeting Kick-Off August 30, 2013 by Kevin Bilder & Project Leads
  • 2. Welcome Thank you for being a part of this initiative. We truly appreciate your willingness to serve as an Advisory Committee Member.
  • 4. Ground Rules: Critical for Success • Advocacy for students and employees • Appreciation and support of ONE Maricopa • Critical thinking • Problem solving • Support for process efficiency • Systems thinking • Understanding how multiple colleges operate • Willingness to change
  • 5. ONE Maricopa and IMOR2 It is our commitment to do our part in creating an even better Maricopa. • Helping students succeed • Using public resources efficiently and effectively • Working together as “ONE”
  • 6. ONE Maricopa and IMOR2 • Collaborating more to provide better service • Thinking differently, creatively, and outside the box • Embracing doing things differently • Moving towards a new and better tomorrow
  • 7. The Changing Landscape Focus on student success…  Governing Board Outcomes  MCCCD Strategic Plan  System-wide Enrollment Management (SEM)
  • 8. The Changing Landscape(con’t)  Seamless Student Experience (SSE) • Single financial aid process, single transcript, single student record, single admissions application, etc.  Student Success Initiative (SSI) • Assessment, placement testing, orientation, advising, college success course, tutoring, etc.  Students and the community do not see us as a unified entity but as separate institutions.
  • 9. The New Student Experience As a system, we are changing the way students experience our colleges from their first point of contact to transferring, graduating, and completing their goals.
  • 10. The Student Experience: Ideal State DRAFT - 5/29/2013
  • 11. IMOR2 Leadership Executive Sponsors Dr. Maria Harper-Marinick Dr. Chris Bustamante Dr. Linda Lujan Dr. Shari Olson Steering Team Members Dr. Linda Lujan Dr. Felicia Ganther Tom Gariepy Core Team Kevin Bilder Ralph Campbell Jesus Chaidez-Hernandez Genesis Toole
  • 13. IMOR2 Stakeholder Groups Achieving a College Education (ACE) Institutional Research Council Athletics Council Occupational Deans Council Career Services Council One Maricopa Marketing Directors Council Counseling Instructional Council New Student Orientation Council District Academic Advisement Council, Seamless Student Experience Core Team Deans of Students Council SOAR Council District Division of Academic and Student Affairs Directors of Student Life Hoop of Learning Veterans Services Council
  • 14. IMOR2 Vision • To review, replace, and improve the brand identity and to shift towards a retention-based culture. • To re-define, re-examine, and re-evaluate: • who we are • where we are going • what we want to be • how others see us in the community • To re-tool our brand and re-focus on retention.
  • 15. IMOR2 Vision Connect students to the resources they need to be successful. • Branding • Marketing • Outreach • Recruitment • Retention
  • 16. IMOR2 Initiative Perspective • A paradigm shift that will strengthen our internal and external brand by connecting students to the resources they need to complete their goals. • An ambitious District-wide undertaking that needs to occur in tandem with SSE, SSI, and SEM implementations • A paradigm shift of this magnitude will create certain risks and challenges some can be anticipated and others will not. • As specific areas are being addressed by SSE, SSI and the SEM initiatives, IMOR2 will need to address related aspects of the challenges and obstacles in a systemic and collective manner.
  • 17. Purpose IMOR2, in support of the Seamless Student Experience, Student Success Initiative, and other District-wide initiatives, will facilitate access, retention, and student success through integrated marketing, outreach, recruitment, and retention efforts. This will be accomplished by: • Implementing a student-centric and outcome-oriented plan. • Emphasizing the promotion of enrollment and strategies for retaining students.
  • 18. IMOR2 Initiative Scope • Strengthen the District’s brand • Focus on image management and student success • Promote our educational opportunities • Focus on specialized and targeted populations • Increase student access to programs and services
  • 19. IMOR2 Initiative Scope (con’t) • Align the use of system-wide tools and websites • Unify communication efforts throughout student lifecycle • Keep in mind that retention begins at the first point of contact • Measure and increase the efficiency and effectiveness of efforts
  • 20. IMOR2 Status Update Highlights • CEC and Governing Board have endorsed the initiative • Non-negotiables approved by the Chancellor, Provost, and CEC • Executive Sponsors and Steering Team members determined • Core team member participation extended for 1 year • Advisory Committee established • Written plan drafted and being reviewed • First-year deliverables are being finalized
  • 21. IMOR2 Non-Negotiables • Single Brand Identity • Unified Messaging and Naming Conventions • Unified Website Architecture • Common Communication Tactics and Tracking Mechanisms • Unified Retention-Based Employee Training • One System to Monitor Plan Execution
  • 23. Student Success DNA: How initiatives align and work together to help students achieve their goals. Integrated Marketing, Outreach, and Retention (IMOR2) (Cell Membrane – controls information going in and out, maintains the public integrity of processes, and ultimately guides students through the experience) Single Brand Identity Unified Messagingand Naming Conventions Unified Website Architecture Common CommunicationTactics and Tracking Unified Retention-Based Employee Training One System to Monitor Plan Execution Student Success Initiatives (SSI) (Chromatin - strengthens our students foundational elements and prepares them for the future) Placement Testing Academic Advisement Placement of Developmental Education Classes New Student Orientation Student Success Courses Seamless Student Experience (SSE) (Golgi Body – sorts and processes student information) Single Admissions and Point of Registration Single Process Admissions and Records Single Transcript Single Student Record Single Financial Aid Application and Process System-wide Enrollment Management (SEM) (Nucleus – regulates student activity) Programsand Product Mix Targets Retention Population Ups and Downs Corporate College Funding Formula Developmental Education Unifying Tools (Cytoplasm – initiative activities will be conducted utilizing these tools) Campus Solutions 9, Student Portal, CRM, eAdvisor, Maxient, Enrollment ManagementCall Center, and Training Image © 2010 Nature Education - All rights reserved: May be used for non-commercial purposes for non-commercial use in an educational environment. 5/22/13
  • 25. Foundational Strategies 1. Research and implement best practices. 2. Standardize terminology, language, and definitions with a student-centric focus. 3. Evaluate staffing and financial resources in support of marketing, recruitment, outreach, and retention. 4. Coordinate with the SSE on required and continuous standardized training. 5. Develop a system of checks and balances to ensure implementation and continuation of recommendations.
  • 26. Goal 1 Strengthen the District’s brand to increase student enrollments, persistence, and success. • Unify brand approach • Focus on student lifecycle
  • 27. Goal 2 DRAFT - 5/29/2013 Utilize system-wide tools for better communication and use data for decision-making to increase enrollments, persistence, and success. • Facilitate communication • Utilize a customer relationship management system to standardize communication • Align websites
  • 28. Goal 3 DRAFT - 5/29/2013 Develop, strengthen, and implement coordinated and consistent marketing, outreach, and recruitment efforts and activities. • Integrate new brand identifier model • Coordinate promotional efforts • Create consistent service delivery standards for outreach and recruitment efforts
  • 29. Goal 4 DRAFT - 5/29/2013 Develop, strengthen, and communicate coordinated retention efforts and strategies. • Expand current retention efforts Help students… • Set high expectations • Establish and complete goals • Connect to support services • Participate in activities for more engagement
  • 30. 1st Year Projects • Inventory, Research, and Gather Information (overarching) • Single Brand Identity • Consistence Service Delivery Standards for Outreach and Recruitment • Student Retention and Completion Campaign • Unified Messaging and Naming Conventions • Consistent Recruitment and Retention Approach • Collaborative Advertising and Media Buying
  • 33. IMOR2 Advisory Committee Purpose To provide vision and advisory roles for the design and implementation of an inclusive approach to promote enrollment and retention through common communication efforts and other strategies determined by the non-negotiables.
  • 34. IMOR2 Advisory Committee Team Members Areas of Expertise AVC Student Affairs Institutional Research VP Student Affairs District Marketing VP Academic Affairs College Marketing SSE Vice President SOAR Council Dean of Students Early Outreach Faculty Representative Academic Advisement MAT Representative Student Life PSA Representative College Public Affairs and Advancement College IT Cashiers’ and Student Financials Membership consists of high level stakeholders and experts who provide guidance on key issues and projects. The roles and responsibilities of advisory committee members are based on individual background, experience, and expertise.
  • 35. IMOR2 Advisory Committee Members Team Members Areas of Expertise AVC Student Affairs VP Student Affairs VP Academic Affairs SSE Vice President Dean of Students Faculty Representative MAT Representative PSA Representative Financial Aid College IT Public Affairs and Advancement DO Marketing College Marketing Institutional Research Team Members Areas of Expertise SOAR Council Early Outreach Student Life Advisement Enrollment Services Student Success Cashiers’ and Student Financials
  • 36. IMOR2 Advisory Committee Scope • To help broaden sphere of influence • To create collaborations within MCCCD business teams, educational units, and employee groups • To provide advice on organizational development issues to ensure efficiency and effectiveness. While the purpose of the Advisory Committee should remain the same over time, goals, priorities, and members of the committee may shift to meet particular needs.
  • 37. IMOR2 Advisory Committee Expectations 1. Support IMOR2’s vision, purpose, and leadership 2. Endorse the initiative and projects 3. Participate in voting as requested 4. Advise on matters relating to the development, implementation, and evaluation of IMOR2’s projects 5. Advise on matters relating to organizational development and improving effectiveness and enhancing the organization’s efficiency
  • 38. IMOR2 Advisory Committee Expectations 6. Assist in the assessment of the use of resources, including human, financial, and material resources 7. Encourage interest in the initiative by identifying and helping educate stakeholders and the general public regarding the initiative (as needed) 8. Assist in increasing awareness of the benefits of the IMOR2 initiative by acting as champions/advocates 9. Provide representative insight and assistance on matters related to the organization’s capabilities or capacity
  • 40. The Adopted SSE Approach for IMOR2 • Systemic Solution - a collaborative systemic approach for project management to bring the “people” part of project activity into focus to get earlier insight into problems. • Designed to be flexible, not static, and to be efficient. Generate, Define, and Evaluate Ideas Definition Planning Execution Deployment and Transition Close-Out and Measurement IMOR2 Planning Phase
  • 41. Generate, Define, and Evaluate Ideas • IMOR2 Planning Phase (February – July) • 3-Year Plan • 5 Foundational Strategies • 4 Goals • All leading to projects and deliverables
  • 42. Project Management • TeamworkPM – project management software • Program Managers • Project Leads • Project Teams Program Manager Team Member Team Member Team Member Project Lead
  • 44. ONE Maricopa and IMOR2  http://www.youtube.com/watch?v=JKIAOZZritk
  • 50. Brand Identifier Project Process • Project start – 8/26 • Advisory Committee Update - 8/30 • Call for college participation – 9/2 (each college to submit 1-2 entries based on criteria provided through their president’s office/marketing departments) • Submissions due – 10/4 • Student input – 10/9
  • 51. Brand Identifier Project Process (con’t) • Executive team review – 10/14 • Chancellor provided voting designs – 10/16 • Voting begins – 10/21 • Voting ends – 10/25 • DO Announcement – 11/8 • Design confirmed and implementation with style guide begins – 11/15
  • 52. Brand Identifier – Next Steps • Develop identifier models internally (Sept. to Oct. 2013) • Student, community, and employee input and vote (Late Oct. 2013) • Announcement (Nov. 2013) • Implementation (Spring 2014)
  • 53.