Presentation from Salesforce.org Higher Ed Summit 2017 by: Katie Connor of the University of Colorado Boulder
Since 2012, the job placement rate for Leeds graduates has increased from an average of 59% to over 90%. Student email click rates are up over 20%, career advising appointments have doubled, and the overall response rate to placement surveys has exceeded 99% in the past 2 years. These numbers were achieved, in part, due to leveraging technology to effectively capture data, analyze it and act on it. The use of Salesforce and Qualtrics, as the technological backbone for Leeds Career Development, combined with strong school-wide partnerships, have enabled us to increase operating efficiency and improve stakeholder engagement to drive student success.
Leveraging Salesforce to Drive Career Center Success
1. Leveraging Salesforce to
Drive Career Center Success
Katie Connor
Executive Director, Career Development
Leeds School of Business
University of Colorado Boulder
Katie.Connor@Colorado.edu ~ 303-492-9052 ~ www.linkedin.com/in/katieconnor
2. Leeds At-a-Glance
4 Areas of
Emphasis
7 Certificate
Programs
400 M.S., MBA, and
PhD. Candidates
3,400 Undergraduates
1,600 undergraduates and MBAs are
engaged in mentoring with
over
1,100 professional and alumni
mentors
over
90+%
positive placement within 3 months
of graduation for all programs
among all U.S. undergraduate
business programs, US News &
World Report (2016)
# 35 among all public university MBA
programs, Bloomberg (2015)
$51.3Kaverage undergraduate salary
27% start their career with one of
Leeds’ top corporate partners
3. Leeds Career Development Office
Undergraduate Career
Development
Operations &
Analytics
Mentoring
Employer
Engagement
Career
Readiness
Industry
Experiences
4. Background & Context
Where We Started: (2013)
32% response rate to Senior
Outcomes survey
138 of 603 graduates reporting
placement opportunities
Low Student Satisfaction, as
reported by Business Week
(#114) and EBI surveys
75% don’t know their Career
Advisor is
69% need help utilizing the
online job board, Career Buffs
(CSO)
Goals:
Responsiveness – Improve data
collection and utilization.
Target 90% Knowledge Rate of
Senior Outcomes
Recognition – Increase student
awareness of and engagement
with Career Development.
Target 80% of Seniors
Engaged with Career office
Results – Improve student
placement.
Target 90% Placement within 3
months of graduation.
6. Strategy: Integrated Data Collection
Keys to Success:
Strategic approach to surveying
Beyond outcomes
Beyond seniors
Create a culture of responding & responsiveness
Tools & Tactics:
Engage the “whole school” in data collection
Use technology “at hand” to start, Google docs/Excel, paper forms
Leverage course “requirements” and assignments to increase response
Integration with TimeTrade, Qualtrics, Conga
Insights:
99% response/knowledge rate is attainable
Technology allows scalability and ability to track individual students
Students respond to those they have a personal relationship with
Invest time in training staff/faculty
7. Multi-Purpose Document: Personal Business Plan
Reflect on progress and set
goals
Report needs and interests
Required in 1st & 2nd-year
courses
Impact student outreach and
planning for future
Used to identify and attract new
employers
8. Example: Identify Trends in Student Interests
Student interests by
industry:
Based on responses from
2,397 current students
Over 20,000 company-interest
records in 2016-17
Use for company feedback and
engagement
Use to target new
industries/companies for
outreach
0 200 400 600 800 1000 1200 1400
Construction
Transportation
Education
Healthcare/Medical
Government
Professional Services
Energy
Food & Beverage
Consumer Products
Clothing/Fashion
Technology
Accounting
Consulting
Real Estate
Entertainment/Leisure
Financial Services
Media/Marketing
# of Students
9. Strategy: Customize Communication
Keys to Success:
Continually update career interest data for all class levels
Use interest/engagement data to drive outreach and intervention
Share employer feedback with faculty and students
Tools & Tactics:
Build out extensive tracking in Salesforce.com
Allow students to indicate interest in specific companies
Leverage self-reported and system data about students
Communicate to students in targeted approach (D2L, Email)
Utilize Campaigns, Soapbox Mailer
Insights:
Personalized attention matters
Better understanding of factors impacting satisfaction and placement
Improved communication and data raises awareness and office image
10. Example: Targeted Student Communication
Sent to targeted
population:
Sophomores and Juniors
Looking for a spring 2016
internship
Interested in Digital
Marketing
Area of Emphasis in
Marketing
12. Strategy: Drive Engagement & Alignment
Keys to Success:
Create feedback loops for continuous improvement
Use data to support changes/new programs
Share changes with students/employers
Approach/Tools:
Track all student and employer engagement
Swipe-in to EVERYTHING!
Lots of short surveys for student and employer feedback
Use Salesforce for event management and communication – Campaigns,
Qualtrics, Soapbox Mailer
Insights:
Student data valuable for driving ER strategy and Company ROI
Employer feedback and student outcomes can influence programs and
curriculum
Centralizing communication and event management facilitates tracking
Need strong employee engagement for success!
13. Example: Student Engagement
0 500 1000 1500 2000 2500
2011
2012
2013
2014
2015
Total Career Advising Appointments (by calendar year)
Fresh/Soph Students Upperclass Students
14. Example: Company Engagement Dashboard
Insights:
Charles Schwab is the Top partner company of interest at Leeds
Close to 400 students interested in Schwab, with a strong interest from Finance
students
Broadly Engaged in events & mentoring
Track recruiting funnel from interviews to offers and acceptances
15. Example: Placement Dashboard
Report Includes:
Breakdown by industry, functional area, geographic region, GPA, etc.
Salary averages and breakdown
Top hiring companies, top companies giving out offers, and top companies for internships
What percent of student go to work for corporate partners (27%)
16. Results: School-Wide Progress
150+%
Increase in career
advising appointments
in 3 years; 5-fold
increase in 1st- & 2nd-
year visits
65%
Increase in Career Fair
Attendance
40%
Increase in number of
employers engaged
with our office
More than 20,000
student interest records
captured in
Salesforce.com
18. Salesforce Implementation: Timeline & Results
Career
Development Goals
• Increase Engagement
• Increase Response Rate
• Improve Outcomes
• 90% Placement
• 100% Response Rate
• Better Opportunities
• Increase Internships
• Drive Satisfaction
• Sustain Success
Data & Tools • Senior needs & outcomes
• Multiple platforms
• SF Launch Jan. 2014
• Limited outside input
• Junior & Senior career interests &
progress
• Track student engagement
• Consolidation of platforms
• School-wide input
• Career interests for All years
• Personal Business Plans (PBP)
• Single platform for data collection, tracking
& communication
• Employer engagement data
• School-wide input
Communication &
Feedback
• Email blasts
• Limited communication by AOE
• No ongoing feedback
• Targeted Emails
• Monthly Newsletters
• Communication via SF
• Program & event surveys
• Targeted Emails
• Feedback on PBPs
• Employer updates & ROI
• Continuous feedback
Results • 69% of Students Engaged
• 75% don’t know Career Advisor
• 49% Avg. Response Rate
• 59% Avg. Placement
• 80% of Students Engaged
• 80% of Seniors Satisfied
• 99% Response Rate
• 80% Internship Participation
• 94% Placement
• 90%+ Engagement
• BW top 50% in student satisfaction &
salaries
• 90%+ Response
• 80%+ Internship Rate
• 90%+ Placement
Launch: 2014 Learn: 2015 Love!: 2016+
19. Tips for Success!
Partnerships
Find internal champions to work with
Use data and comparisons to get buy-in
Make it easy to collaborate!
Data Collection
SF goals in everyone’s Job Description
Help others to help you
Leverage existing technology
Technology
Simple things make a Big difference
Need a “power-user” or dedicated champion
Start with the end in mind – what story do you
want to tell?
Integration is never easy!
Be patient….
Katie
Leeds School of Business houses ALL BUSINESS DEGREES on the U of Colorado’s Boulder campus
Part of 4-campus system, total enrollment of 66,000
Flagship Campus: 30,000 currently enrolled
LEEDS:
8th oldest B-school in U.S.
3400 students TOTAL – bulk Undergraduate
#’s, AOE’s, Certificates – Eship, RE, SRE, Quant Fin, International Bus, OPIM and BOS
Experiential learning opps via Career Treks and growing Global initiative
Unique continuum of mentoring engaging over 1,600 students in formal programs
ONLY College on campus with Career Offc for Undergraduates – Work closely with our colleagues in Campus Career Svcs.
CURRENT OFFICE FORMED in Fall 2013
Pillars include:
Career Readiness – Advising, classroom integration
Employer Engagement – recruiting and partnerships
Mentoring – 4-year continuum of programs
Industry Experiences – internships, Treks, & shadow days
Operations & Analytics – Data gathering & analysis, communication, tracking of all engagement w/office
FIRST YEAR – Focus on 3 THINGS:
Improving RECOGNITION (Branding) - Student Awareness and Engagement – in order to do this, need Better understanding of Student Perspective
Early DATA COLLECTION focused primarily on seniors for both REPORTING & UNDERSTANDING interests & needs
Use data to help DRIVE RESULTS – IMPROVE BOTH Opportunities & Placement
Last FALL, NEW INITIATIVE
90% placement goal across the school – 5 yr Avg 59%!
100% Response Rate
“School-wide” Collaboration – blessing & a curse! – Everybody now in the “placement” business!
HAVE to start with good DATA!
Worked with Market Research Class to better understand student needs and preferred communication methods
Create Virtuous Cycle – improved customer service, satisfaction and Results!
Holistic approach to when/where data can be captured
Do you want to collect while students are still in classes, high response, low placement OR after graduation low response, high placement – mix the two
Low-tech options to allow others to share information
Last year launched the Personal Business Plan to support data collection through all 4 years.
Living document – ask for periodic updates – ONLY need to fill in new info or changes.
Implemented using Qualtrics and Conga (for interface)
How we gather information: SURVEYING! Via the Personal Business Plan in all 4 years at Leeds. Students can indicate their needs and interests annually through this plan.
Sample of the type of data collected in PBP and how it can be used
Targeted communication based on interests/needs
Students provided about 25 industry options and then many sub-industries as well
Now 2 class levels are required to complete this survey
Additional questions asked about interests in specific companies, types of jobs, locations, etc.
Use data to drive outreach to students and share info from employers
Combine data with surveys w/ academic info in SF regarding major, certificates, hometown to provide personalized communication
Students want Amazon.com for jobs –
Encourages participation in surveys
Once students share their interests we use that information to develop targeted communication to them via email about jobs/internships and also events
The more targeted the emails are the higher the click rate on the email, proving our strategy is working!
Example of monthly placement update sent to all Leeds staff and faculty
Shows monthly progress and included fun facts for that specific month
This also included ALL Leeds student populations (MBA, MS, PhD)
Competition among Divisions – Schoolwide awareness and participation
Monthly updates with the ability to break out into data for specific populations helps leverage competition between groups
**OUTCOME: DirectEmployers, Google, Marketing Tracks, Reneging & no-show policies – IMPROVE CUSTOMER SERVICE!!
Get a better understanding of what’s working, and what’s not!
Used to rely on just survey responses to indicate outcomes, now MANY methods
This has been a process to continually refine data collection measures to become more automated and consistent
Continuous improvement of Office by identifying what factors impact placement
Must be able to identify EACH individual student to track their progress throughout the year – excel works great for this too!
Presence of data collection efforts also helps students realize that we want to help them and they have plenty of opportunities to receive help!
More intrusive intervention and targeted communication is increasing student awareness and utilization of services – Not just Advising, but huge increases there!
DOUBLED Career Advising appointments since 2013 (2457 vs. 1222); 92% increase in 1st & 2nd year appointments (242-466)
Instruction to over 600 seniors via Capstone Classes
84% of all Seniors worked with CD last year (2015)
Of those students reporting placement, 94% worked with CD
800 students in World of Business completed 1+ Career Labs; 3,000 total assignments completed by FIRST years
Huge growth in Trek participation and Connections
Help Employers improve their ROI by looking at success in branding on campus, growth in student interest, engagement relative to competitors
Identify gaps in engagement – e.g., operations majors or Diverse students
Example of overall reporting graphs in salesforce.com that we used and modified by each population to better understand where they were going to work, if they have jobs and other factors.
Shifts in interest and hiring trends, alignment with corporate partners – CHECK Daily!
Substantial IMPACTS school wide in very limited timeframe
More intrusive intervention and targeted communication is increasing student awareness and utilization of services – Not just Advising, but huge increases there!
DOUBLED Career Advising appointments since 2013 (2457 vs. 1222); 92% increase in 1st & 2nd year appointments (242-466)
Instruction to over 600 seniors via Capstone Classes
84% of all Seniors worked with CD last year
Of those students reporting placement, 94% worked with CD
800 students in World of Business completed 1+ Career Labs; 3,000 total assignments completed by FIRST years
Huge growth in Trek participation and Connections
To SUMMARIZE: Rome wasn’t built in a day!
Identify key GOALS or Areas you need to address
BUILD on what you have in ALL these AREAS
CREATE Feedback LOOPS to keep driving IMPROVEMENT
****Never would have imagined we could get to 90%, LOTS of small INCREMENTAL improvement (and some BIG ones, like SF) – but took CHANGE in ALL ARENAS
Process of ongoing learning and continuous feed back and improvement
PARTNERSHIPS
* Don’t need everyone, but need a strong core – Get them to be your CHAMPIONS!
***Be adaptable, engage YOUR whole team in various ways – e.g., Amanda HR Trek -
Take advantage of “high-touch” programs
DATA
* ***Understanding that Numbers demonstrate VALUE – help make case for resources, demonstrate improvement and needs
Engage others in Data collection – Partnerships aren’t just for ACCESS!
Look for SIMPLE Solutions – GOOGLE Doc, “Not so Scary CRM” - Colgate
TECHNOLOGY
* Recognize different levels of comfort with data/technology
Simple things, like 2 screens increase adoption
****TOOL is not a solution – doesn’t come with data, or insights!