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Creating a Sustainable Adult
Recruitment Pool at the University of
        Wisconsin System

Ruth Joyce, Director of UW HELP/Student Services
   Randy Parvin, Student Services Coordinator


                      WCET
                    10/22/2009
                  10:45-12:00 pm
                    Denver, CO
Creating a Sustainable Adult
           Recruitment Pool
•UW System and CEOEL
•Original Concept
•Building the Process
•Integrated Marketing Approach
•Results
•Future
•Discussion
2        The University of Wisconsin System


UW System at a Glance:
  • 175,000+ students
  • 8th largest enrollment of any U.S. public
    university system
   Institutions:
     • 13 four-year campuses
     • 13 freshman-sophomore UW Colleges
     campuses
     • UW-Extension
   $10 billion economic impact annually
2   The University of Wisconsin System
UW-Extension
                                         UW-Extension

                                                      Continuing Education,       Entrepreneurship &
                           Broadcasting & Media
Cooperative Extension                                      Outreach &                  Economic
                               Innovations
                                                            E-Learning               Development


• Agriculture &            • Wisconsin Public         • Continuing Education,   12 Small Business
  Natural Resources          Television                 Credit Outreach, &      Development Centers
                                                        Distance Education at   (SBDC) at the 4-year
• Community, Natural       • Wisconsin Public Radio     26 UW campuses          campuses, including
  Resources & Economic                                                          4 specialty centers:
  Development              • Instructional            • School for Workers       • Center for Advanced
                             Communication
• Family Living                                                                    Technology &
                             Systems                  • Higher Education
                                                                                   Innovation
                                                        Location Program
• 4-H & Youth              • National Center for                                 • Center for Innovation
                                                        (HELP)
  Development                Media Engagement                                      & Development
                                                                                 • Wisconsin Business
• Wisconsin Geological &                                                           AnswerLine
  Natural History Survey                                                         • Wisconsin Innovation
                                                                                   Service Center
• Leadership Wisconsin
                                                                                Wisconsin
                                                                                Entrepreneurs’ Network
                                                                                (WEN)
Continuing Education, Outreach and E-Learning
                  (CEOEL)

Budget:        $89.4M

FTE:           75 in CEOEL; 512 across UW System

Scope:         Statewide, national, and international

Major focus: Adult Student Initiative, Lifelong Learning,
        Online Course Development, Independent Learning,
        UW-HELP, Eapp, Diversity Grants,
        Economic Development Grants, Adult Services Grants

Current paths: New degree development, increased student services,
       high-tech/high-touch connection and engagement
UW HELP
One-Stop-Shop for UWS
  •Students
  •Parents
  •School Counselors
  •UWS Faculty & Staff

Support & Promote All 26 Campuses
UW HELP
Communications
   Publications
   UW HELP Online
   E-Line
      e-mail announcement service
Electronic Services
   E-Application
   UW HELP Online
   Supporting databases
UW HELP
Advising
  •Phone
  •E-mail
Outreach
  •High School Presentations
  •Fall Workshops
  •College Fairs
Building the Pool
Memorandum of Understanding (MOU)

Creating a common student database
      LRMS
      FERPA
      Other Challenges
Memorandum of Understanding
Why write one?
• To clarify communication
• To reach mutual understanding of the
  purpose and scope of the project
• To reach mutual understanding of the
  roles to be played by each participant
Memorandum of Understanding
How to create one:
• Develop a simple written document that
  outlines the purpose and timeline
• Include the agreed upon expectations of
  each participant
• Outline the legal ramifications and
  boundaries, such as FERPA
• Explain the guidelines for cancellation
Memorandum of Understanding
When?
• Created, distributed, signed by the
  appropriate parties and returned prior to
  the any sharing of data.
• Copies should be distributed back to the
  office at each campus of the person who
  signed the MOU
Recruitment Pool
  Create a Common Format
       Duplicates
       Out layers
  Initial Database was 14,266
  Where did these student go?
       Move?
       Work?
       Re-enroll?
Recruitment Pool-Next Steps
Tools
 The Clearinghouse
 OPAR’s CDR (1,956)
 Melissadata (23)
 NCOA (1,426+156)
 Operation Iraqi Freedom (3)
Planning Your Communications Strategy
 •What needs to happen
 •Carefully define your target customers
 •Think like a customer
 •Establish a creative platform
 •Develop an integrated media strategy &schedule
 •Establish an acceptable budget
 •Execute the plan
 •Evaluate results
What needs to happen?
•   Change attitude, preference
•   Strengthen brand identity
•   Change behavior
•   Convert prospects to customers
•   Clarify needs
Define target customers
• Create descriptions of attitudes, opinions,
  lifestyle to help be creative.
• Research/Create a demographic
  description to assist with media strategy
  and media selection.
What does a profile look like?
Versus
Versus
Versus
Versus
Versus
Versus
Think like a Customer
•   Who is going back to school?
•   Why do they go back to school
•   Where are they going
•   What will your product do for me?
•   How will I do this?
•   Why is it better than the competition?
UWIN WEB SITE
Develop and integrated media
strategy and schedule
• How many potential viewers of the
  message exist?
• Advantages and Disadvantages of the
  various media relative to your message,
  market and objectives?
• How can you obtain the best reach and
  frequency within the budget?
Finally
Establish a budget
Execute the plan
Evaluate results
 Micro evaluation
 Did the tools achieve their objective?
Invitation from President Reilly
Response Options
UWin Web site, call toll-free or e-mail, online
 chat
WisCareers
      •   aggregate info on top careers searched
      •   occupational information
      •   projections of job openings/salary
      •   resume builder
Personalized outreach
• Postcards – multiple mailings
• Personalized call
     • Student Support, UW HELP, Statewide
       Advising Network
• Track all student interactions
• Pathway to enrollment at UW campuses
Recruitment Pool

*Spring 07 CEOEL sent 9,824 letters and
  postcards.
*Spring 08 CEOEL sent 23,336 letters and
  postcards.
*Spring 09 CEOEL sent 11,299 letters and
  postcards.
Outcomes
Response to Invitation
    3.0% log into their account

Fall 07 and Fall 08 Eapp Stats
    38% applied as re-entry, 62% applied to new campus
    All UWS campuses received applications
Outcomes
Fall 07 through Fall 09
 2,732 new applications submitted to
 UW System campuses
Fall 07 through Spring 09
 1,263 submitted applications
 923 New enrollments (73%)
WisCareers Data
•Financial Counselor         •Athletic Trainer
•Environ. Engr.              •Ad Account Exec
•Pharmacist                  •Ad Layout Designer
•Alcohol/Drug Counselor      •Music Therapists
•Executive                   •Primary Care Physician
•Elec. Engr.                 •Medical Diagnostic
•Psychologist                •Optometrist
•Nurse                       •Health Care Admin
•Surgeon                     •Investment Advisor
•Radiological Technologist   •Literary Writer
Issues:
National Student Clearinghouse data

Data from all UW institutions
    Central source of data


FERPA issues
    Sharing compiled data with all UW institutions for further
     recruitment
Impacts
Increase knowledge of adult needs
    Enrollment patterns
    Need for adult focused programs/degrees
    62% of adults applied to new campus
    Value of recruiting students statewide

Increase baccalaureate degree holders
Future
• Look for innovative ways to continue to
  reach out to these groups…social media,
  mobile devices, etc
• Go back to the original years and send an
  additional mailing to those who didn’t
  respond initially?
• Other media campaigns? Ad campaign
  featuring Kevin Reilly?

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Creating A Sustainable Adult Recruitment Pool At The University Of Wisconsin System Joyce Parvin

  • 1. Creating a Sustainable Adult Recruitment Pool at the University of Wisconsin System Ruth Joyce, Director of UW HELP/Student Services Randy Parvin, Student Services Coordinator WCET 10/22/2009 10:45-12:00 pm Denver, CO
  • 2. Creating a Sustainable Adult Recruitment Pool •UW System and CEOEL •Original Concept •Building the Process •Integrated Marketing Approach •Results •Future •Discussion
  • 3. 2 The University of Wisconsin System UW System at a Glance: • 175,000+ students • 8th largest enrollment of any U.S. public university system  Institutions: • 13 four-year campuses • 13 freshman-sophomore UW Colleges campuses • UW-Extension  $10 billion economic impact annually
  • 4. 2 The University of Wisconsin System
  • 5. UW-Extension UW-Extension Continuing Education, Entrepreneurship & Broadcasting & Media Cooperative Extension Outreach & Economic Innovations E-Learning Development • Agriculture & • Wisconsin Public • Continuing Education, 12 Small Business Natural Resources Television Credit Outreach, & Development Centers Distance Education at (SBDC) at the 4-year • Community, Natural • Wisconsin Public Radio 26 UW campuses campuses, including Resources & Economic 4 specialty centers: Development • Instructional • School for Workers • Center for Advanced Communication • Family Living Technology & Systems • Higher Education Innovation Location Program • 4-H & Youth • National Center for • Center for Innovation (HELP) Development Media Engagement & Development • Wisconsin Business • Wisconsin Geological & AnswerLine Natural History Survey • Wisconsin Innovation Service Center • Leadership Wisconsin Wisconsin Entrepreneurs’ Network (WEN)
  • 6. Continuing Education, Outreach and E-Learning (CEOEL) Budget: $89.4M FTE: 75 in CEOEL; 512 across UW System Scope: Statewide, national, and international Major focus: Adult Student Initiative, Lifelong Learning, Online Course Development, Independent Learning, UW-HELP, Eapp, Diversity Grants, Economic Development Grants, Adult Services Grants Current paths: New degree development, increased student services, high-tech/high-touch connection and engagement
  • 7. UW HELP One-Stop-Shop for UWS •Students •Parents •School Counselors •UWS Faculty & Staff Support & Promote All 26 Campuses
  • 8. UW HELP Communications Publications UW HELP Online E-Line e-mail announcement service Electronic Services E-Application UW HELP Online Supporting databases
  • 9. UW HELP Advising •Phone •E-mail Outreach •High School Presentations •Fall Workshops •College Fairs
  • 10. Building the Pool Memorandum of Understanding (MOU) Creating a common student database LRMS FERPA Other Challenges
  • 11. Memorandum of Understanding Why write one? • To clarify communication • To reach mutual understanding of the purpose and scope of the project • To reach mutual understanding of the roles to be played by each participant
  • 12. Memorandum of Understanding How to create one: • Develop a simple written document that outlines the purpose and timeline • Include the agreed upon expectations of each participant • Outline the legal ramifications and boundaries, such as FERPA • Explain the guidelines for cancellation
  • 13. Memorandum of Understanding When? • Created, distributed, signed by the appropriate parties and returned prior to the any sharing of data. • Copies should be distributed back to the office at each campus of the person who signed the MOU
  • 14. Recruitment Pool Create a Common Format Duplicates Out layers Initial Database was 14,266 Where did these student go? Move? Work? Re-enroll?
  • 15. Recruitment Pool-Next Steps Tools The Clearinghouse OPAR’s CDR (1,956) Melissadata (23) NCOA (1,426+156) Operation Iraqi Freedom (3)
  • 16. Planning Your Communications Strategy •What needs to happen •Carefully define your target customers •Think like a customer •Establish a creative platform •Develop an integrated media strategy &schedule •Establish an acceptable budget •Execute the plan •Evaluate results
  • 17. What needs to happen? • Change attitude, preference • Strengthen brand identity • Change behavior • Convert prospects to customers • Clarify needs
  • 18. Define target customers • Create descriptions of attitudes, opinions, lifestyle to help be creative. • Research/Create a demographic description to assist with media strategy and media selection.
  • 19. What does a profile look like?
  • 20.
  • 23.
  • 26.
  • 29. Think like a Customer • Who is going back to school? • Why do they go back to school • Where are they going • What will your product do for me? • How will I do this? • Why is it better than the competition?
  • 31. Develop and integrated media strategy and schedule • How many potential viewers of the message exist? • Advantages and Disadvantages of the various media relative to your message, market and objectives? • How can you obtain the best reach and frequency within the budget?
  • 32. Finally Establish a budget Execute the plan Evaluate results Micro evaluation Did the tools achieve their objective?
  • 33. Invitation from President Reilly Response Options UWin Web site, call toll-free or e-mail, online chat WisCareers • aggregate info on top careers searched • occupational information • projections of job openings/salary • resume builder
  • 34. Personalized outreach • Postcards – multiple mailings • Personalized call • Student Support, UW HELP, Statewide Advising Network • Track all student interactions • Pathway to enrollment at UW campuses
  • 35. Recruitment Pool *Spring 07 CEOEL sent 9,824 letters and postcards. *Spring 08 CEOEL sent 23,336 letters and postcards. *Spring 09 CEOEL sent 11,299 letters and postcards.
  • 36. Outcomes Response to Invitation  3.0% log into their account Fall 07 and Fall 08 Eapp Stats  38% applied as re-entry, 62% applied to new campus  All UWS campuses received applications
  • 37. Outcomes Fall 07 through Fall 09 2,732 new applications submitted to UW System campuses Fall 07 through Spring 09 1,263 submitted applications 923 New enrollments (73%)
  • 38. WisCareers Data •Financial Counselor •Athletic Trainer •Environ. Engr. •Ad Account Exec •Pharmacist •Ad Layout Designer •Alcohol/Drug Counselor •Music Therapists •Executive •Primary Care Physician •Elec. Engr. •Medical Diagnostic •Psychologist •Optometrist •Nurse •Health Care Admin •Surgeon •Investment Advisor •Radiological Technologist •Literary Writer
  • 39. Issues: National Student Clearinghouse data Data from all UW institutions  Central source of data FERPA issues  Sharing compiled data with all UW institutions for further recruitment
  • 40. Impacts Increase knowledge of adult needs  Enrollment patterns  Need for adult focused programs/degrees  62% of adults applied to new campus  Value of recruiting students statewide Increase baccalaureate degree holders
  • 41. Future • Look for innovative ways to continue to reach out to these groups…social media, mobile devices, etc • Go back to the original years and send an additional mailing to those who didn’t respond initially? • Other media campaigns? Ad campaign featuring Kevin Reilly?