The document outlines the strategic goals and structural changes for an education company in 2014, focusing on transitioning to a hybrid service model that enhances customer care and knowledge management. It emphasizes the need for a centralized system with subject experts managing services across campuses, leveraging technology for improved communication and document workflows. Key initiatives include realigning registrars’ roles, standardizing processes, and moving towards a paperless environment to ensure compliance and efficiency.

1. EDUcation Company
2014 Annual Planning Meeting
Centralized Education
• Strategy
• Timeline
• Expectations

2. WHAT IS THE ORGANIZATIONAL GOAL?
• Cultivate knowledge experts
• Establish frameworks of service
• Design scalable, replicable processes
STATEMENT OF PURPOSE
STATEMENT OF ACTION
Transition to a hybrid face-to-face, virtual environment.
Promote exceptional customer care.

3. FORM FUNCTION FLOW
STRATEGY

4. FORM (People)
So this means that you do not have
specific people assigned to an
individual campus but are working a
pool of registrars?
From a one-campus-one-registrar
model to a SUBJECT EXPERT MODEL
where one or two registrars are the
subject expert.

5. *NEW-IMPROVED*: Open System
• Subject experts manage single service
• Service is managed from beginning to end
• One framework, irrespective of campus
• Communication driven by technology
Now: Closed System
• One staff supports a single campus
• Begin new event once prior is complete
• Communication via email and voice
FUNCTION (Event/Task)

6. Now:
• Variable approaches on how’s, why’s
• Intended for 100% face-to-face
• Low threshold of document management
• Little to no standard conventions
*NEW* - IMPROVED:
• Re-write procedure to align with process
• Manage framework along timelines
• Leverage technology for document workflow
• Standard naming conventions
• Evolve from face-to-face to virtual
FLOW (Processes)

7. Knowledge
Transfer
New
Technology
Document
Processes
TIMELINE
• 8 Registrar Specialists
• Realign events to experts
• Educate experts, build
knowledge base
• Conduct staff interviews
• Restructure team around
strengths and skills
• Tailor and streamline data
• Engage in concise language
• Operate along agreed
timelines
• Toll free service number
• Registrar email address
• Webcam interface
• DocuSign Powerforms
• SchoolDocs
• Parchment Exchange
• Charter College “Compass”
• CampusVue workflows
• SharePoint resources
• AdAstraScheduling
• Forecasting Tools
• Map business process flows
• Evaluate if current methods
will meet expectations
• Paperless. Truly paperless.
• Electronic signatures
• Digitization of externship
timesheets
• Seamless document upload
• Maximize audit trail to ensure
and promote compliance

8. CENTRALIZED EDUCATION
QUESTIONS
Poised for excellence. Structured for success.
EDUcation Company
2014 Annual Planning Meeting