Are You Ready to
 Weather the Admissions
     Perfect Storm?
       Florida Higher Education Summit
Jeff Kallay, VP Consulting, “Apostle of Authenticity” TargetX
Managing Expectation
          Overwhelm you with information
 I don’t have all the answers, you won’t agree with me
You’re educated and smart; take what is relevant to you
                  The Perfect Storm
              How to weather and thrive
                Questions and Answers
   Download PDF at in www.targetx.com/slideshare
There is no
  magic
  bullet!
Recruitment and
   retention is
 everyone’s job!
The Perfect Storm
Student
Demographics
4,300,000
18-year olds
  in 2010
White            2,480,000   58%
Latino             820,000   19%
African-American 640,000     15%
Asian              190,000    4%
Other              170,000    4%
Under $25K     940,000   22%
$25K to $50K 1,030,000   24%
$50K to $75K   860,000   20%
$75K to $100K 560,000    13%
$100K to $150K 520,000   12%
Over $150K     390,000    9%
Didn’t Finish High School 740,000 17%
HS Grad-Not in School     1,070,000 25%
HS Grad-Military Service    180,000 4%
HS Grad-Going to College 2,310,000 54%
4-Year Public Colleges     860,000 37%
4-Year Private Colleges    450,000 20%
4-Year Proprietary Colleges 70,000 3%
2-Year Colleges            810,000 35%
Other Schools              120,000 5%
High School or Less 1,540,000 36%
Some College         1,380,000 32%
One Bachelors Degree 690,000 16%
Two Bachelors Degrees 350,000 8%
Advanced Degree        340,000 8%
Questions We’re Asking
  How have you prepared for the decline?
  Have you prioritized the adult market?
GI Generation (’01-’24)
Silent Generation (’25-’42)
 Baby-Boomers (’43-’60)
   Generation X (’61-’81)
    Millennials (’82-’00)
 Homeland or iGeneration
     (’00/’01-current)
Millennial
Largest, most wanted, most watched over and
most diverse generation in American history.

              Howe and Strauss “Millennials Rising”
76
              Million Millennials
(vs. 72 million Boomers and 42 million Xers)

              Howe and Strauss “Millennials Rising”
The Three “Kaitlins”




Kaitlin   Caitlin   Kate Lynn
2nd Cohort Millennial
Millennials Rebooted
            Regonize 2nd Cohort.
            Post Great Recession.
 Shift from Boomer Helicopter to Xer Stealth.
              Parents want ROI.
        Financial Aid knowledge is key!
            Cut through the hype.
Online and In-Person support work in tandem.
Parental
Influences
GI Generation (’01-’24)
Silent Generation (’25-’42)
 Baby-Boomers (’43-’60)
   Generation X (’61-’81)
    Millennials (’82-’00)
     Homeland or iGen
       (2000-current)
Boomer Parents                               GenX Parents

Born in 1982

Graduate


                  College


                            High School


                                          Elementary School


                                                         “New Silent Generation”
“A generation that can sneakily trump boomer
                                             X
   narcissism and millennial entitlement.”

 Jeff Gordiner, “X Saves the World: How Generation X Got the Shaft but Can Still Keep Everything from Sucking”
About Generation X
   Born and raised as independent latch-key kids.
      Sexual Revolution, Watergate, Vietnam,
   Gay Rights, High Divorce Rate, Recession and
     Woman’s Movement peppered their youth.

    Demonized by Hollywood: Rosemary’s Baby,
The Exorcist, Taxi Driver, Pretty Baby and The Omen.
About Generation X
   Playing to win by half expecting to lose.

    Accepting wide gaps between personal
           outcomes and sex roles.

Proud of their ability to cut through the hype.
About Generation X
Becoming cautious in family life and gradually
         mellowing in personality.

 Dedicated to starting and maintaining stable
  families, something their Silent generation
                parents did not.
They are Stealthy
Questions We’re Asking
   Have you actively engaged parents?
       Have you promoted the ROI?
 Are graduate & continuing studies ready?
Economy
“Loan crisis goes to college.”
                     CNN Money.com, May 2010


“College loans are the new subprime crisis”
 New York Times, June 2010 (TargetX’s Trent Gilbert said this in April)


    “Credit crisis hits student borrowers.”
                     The Boston Globe, April 2010
46%
Colleges with Students Stopping Out
 Impact of Economy on Enrollment, NAICU, October 2009
22%
Enrolling Fewer Returning Students
 Impact of Economy on Enrollment, NAICU, October 2009
29%
Smaller Freshman Classes than Expected
    Impact of Economy on Enrollment, NAICU, May 2010
Meeting Operating Expenses
            The Common Fund Freezes
    Paying Off or Pausing Capital Improvements
              Increased Discount Rate
      Largest Increase from Employee Benefits
  Frozen or Cut Professional Development Expenses
                  Staff Reduction
How much of what
schools are offering can
  be called education?
“College should be a cultural
   journey, an intellectual
     expedition, a voyage
 confronting new ideas and
    information, together
expanding and deepening our
 understanding of ourselves
       and our world.”
Questions We’re Asking
   Will students go to school closer to home?
         Will they “go away” to college?
     How will you encourage them to visit?
  How is your financial aid strategy adjusting?
Are you prepared to answer cost questions earlier?
  How well trained are you (recruiters) on aid?
Questions We’re Asking
   Are you in Growth or Retreat Mode?
    What are you doing to cut costs?
  Will you (recruiting staff) travel less?
Weathering the
    Storm
3
3 Ways to Weather and Thrive
      1. Overthrow Dead Culture
       2. Embrace Authenticity
  3. The Experience IS the Marketing
1. Overthrow Dead Culture




     overthrowingdeadculture.com
Change Adverse
Embrace the Tipping Point
Traditional Recruiting
      Undergraduate Recruiting in Junior Year
           Direct Mail Search Campaigns
     Letter Series-Based Communication Plans
   Viewbooks, Roadpieces, Department Brochures
 Large Open Houses, Info Sessions and Group Tours
High School/Company Visits & College/Graduate Fairs
Where Most
Colleges Are Today




 Special Thanks to Bob McCullough, Case-Western Reserve University
The New
Communication
     Plan
81%
Started their College Search Before their Junior Year
                       Eduventures, 2009
50%
PSAT Takers Were in the 10th Grade or Earlier (2% in 8th Grade)
                            College Board, 2008
19%
Started their College Search in Eighth Grade or Earlier!
                         Eduventures, 2009
>45%
First Point of Contact was the Admissions Application
       Informal TargetX Survey of Undergraduate Admissions Clients & Noel-Levitz E-Recruiting Practices Report, April 2010
84%
Students Spend Researching Colleges Online
                 Harris Interactive, 2009
84%
Use the College’s Website Most Heavily in their Research
                         Eduventures, 2008
Rethink the Budget
   Distribution Print vs. Web, On-Campus vs. Off
Stop the “have to” Activities (hint: start with travel)
 Avoid the many online marketing fads - calc ROI!
Focus on what WILL work - Not what ALWAYS worked
   Doesn’t necessarily mean additional funding
Takeaway
 Preference for Electronic Communication
  Want Details on Cost and Financial Aid
Desire to Connect with Students and Faculty
    Use “New” Communication Tools
2. Embrace Authenticity

            “We are searching to get a
             grip on what counts for
             people in their personal
               and business lives.”
                  Pine and Gilmore’s website




      authenticitybook.com
Marketing Immunity
 3,000-5,000 Daily Messages
       Neurological Blockades
90%
Trust Word-of-Mouth vs. Traditional Advertising
                 Consumers 18-65 years old, Ad Age 2009
64%
Believe Advertising is “Dishonest” or “Unrealistic”
                  Consumers 18-65 years old, Ad Age 2009
You are not in
   control
History of Higher Education
     Recruiting Trends

 1980’s        Marketing

 1990’s        Branding

 2010’s       Authenticity
I’m an OK lover, but
afterwards I like to
                                      Me too!
snuggle and talk.




                       AUTHENTICITY
Brands are
          Mirrors.
     Branding only works when it’s authentic.
We purchase on the basis of conforming to self-image.
Brand Analogy
      Car;
 Restaurant; or
    Retailer
Inauthenticity
That is the fundamental problem
with advertising: it’s a phoniness
      generating machine.
Inauthenticity
The easiest way to be perceived
as phony is to advertise things
         you are not.
Rendering
 Authenticity
   “Stop saying what your offerings
   are through advertising and start
    creating places--permanent or
    temporary, physical or virtual,
   fee-based or free--where people
      can experience what those
       offerings, as well as your
       enterprise, actually are.”
6
Six steps towards
    rendering
   authenticity
1. Know who you are
Don’t try to be all things to all people




             The Ohio State University
2. Say who you are/declare something
          Draw a line in the sand




                 Baylor University
3. Hop on the Cluetrain (talk with, not at)
                "Markets are conversations.
Markets consist of human beings, not demographic sectors.
  Conversations among human beings sound human.
          They are conducted in a human voice.




          University of Texas        American University
4. If you’re afraid to say it, say it

“Average Students Thrive Here!”

“80% of what I learned happened
     outside of the classroom.”
5. Keep it real
      SACAC 2008 Survey of 200+ high school seniors
“I believe that imperfections show character. That's what I was looking for
   in a college. A school that seemingly has no flaws during a one hour
      information session (and tour) not only stands out negatively,
                 but it comes off as bland and ordinary.”




                Read the complete survey results   Password: sacac
6. Champion stories (not statistics)




         St. Edward’s University
3. The Experience IS the Marketing

              1. Repelling commodization
              2. Charging a premium price
              3. Persuading consumers to pay
                 when they never did before
              4. Selling “Memories”
“The experience is the marketing.”




Arts & Science Group Student Poll 2004
The experience is higher
       education marketing
- 84% use the web most heavily in
  researching colleges
- 71% say the campus visit is the
  most trusted source of information
Eduventures 2007 Survey of 7,867 High school junior and seniors.
Reported in The Chronicle of Higher Education “Prospective Students Rely on Campus Visits and Web Sites to Learn About Colleges, Report Says”
“Effectiveness”




Noel-Levitz 2009
Campus Visit in Record #’s




      In Step with tradition: Campus Tours thriving
It’s all about the experience!




        Read the New York Times Article
Unique (and Authentic)




    Read the US News and World Report Article
Tour Guides Matter




   Read the St. Louis Post Dispatch Article
Campus Tour Go Disney




    Read the Washington Monthly Magazine
“I visited campus and it felt right!”




  LA Times Article: On vacation -- at a college campus   Read Trent’s blog post
“I visited campus and it felt right!”


                                                          But most college tour
                                                          scripts are numbingly
                                                          similar, and information is
                                                          not really the point.
                                                          Students and their families
                                                          are looking for the ineffable
                                                          moment when, through
                                                          some alchemy of
                                                          atmosphere, setting or
                                                          vibe, they suddenly know
                                                          this is the place for them.




  LA Times Article: On vacation -- at a college campus   Read Trent’s blog post
Word of Mouth


      Text
“I visited campus
and it felt right!”
Connect with best fit students




            Hendrix College
Let go
        Remember, you’re not in control.
      Remember, they don’t trust marketers.
 Remember, they are talking about you anyways.
   Remember, they want to figure out the truth.
Remember, their parents are talking about you too.
Be a change agent!
Don’t lead change because it makes sense.
  Lead change because you believe you
   must get ahead of an approaching
   “discontinuity” in order to survive.

          Jack and Suzy Welch, BusinessWeek, October 2008
Want More? Read Our Blogs:




        TargetX Blog at www.targetx.com/ithink/
Free on Friday Webcasts




     Free On Friday Webcasts   Watch Past Webcasts
Are You Ready to Weather the
  Admission Perfect Storm?
       Florida Higher Education Summit
              targetx.com/slideshare
Jeff Kallay, VP Consulting, “Apostle of Authenticity” TargetX
                    kallay@targetx.com

FHES/FACRAO Perfect Storm

  • 1.
    Are You Readyto Weather the Admissions Perfect Storm? Florida Higher Education Summit Jeff Kallay, VP Consulting, “Apostle of Authenticity” TargetX
  • 2.
    Managing Expectation Overwhelm you with information I don’t have all the answers, you won’t agree with me You’re educated and smart; take what is relevant to you The Perfect Storm How to weather and thrive Questions and Answers Download PDF at in www.targetx.com/slideshare
  • 12.
    There is no magic bullet!
  • 13.
    Recruitment and retention is everyone’s job!
  • 14.
  • 16.
  • 18.
  • 19.
    White 2,480,000 58% Latino 820,000 19% African-American 640,000 15% Asian 190,000 4% Other 170,000 4%
  • 20.
    Under $25K 940,000 22% $25K to $50K 1,030,000 24% $50K to $75K 860,000 20% $75K to $100K 560,000 13% $100K to $150K 520,000 12% Over $150K 390,000 9%
  • 21.
    Didn’t Finish HighSchool 740,000 17% HS Grad-Not in School 1,070,000 25% HS Grad-Military Service 180,000 4% HS Grad-Going to College 2,310,000 54%
  • 22.
    4-Year Public Colleges 860,000 37% 4-Year Private Colleges 450,000 20% 4-Year Proprietary Colleges 70,000 3% 2-Year Colleges 810,000 35% Other Schools 120,000 5%
  • 23.
    High School orLess 1,540,000 36% Some College 1,380,000 32% One Bachelors Degree 690,000 16% Two Bachelors Degrees 350,000 8% Advanced Degree 340,000 8%
  • 24.
    Questions We’re Asking How have you prepared for the decline? Have you prioritized the adult market?
  • 25.
    GI Generation (’01-’24) SilentGeneration (’25-’42) Baby-Boomers (’43-’60) Generation X (’61-’81) Millennials (’82-’00) Homeland or iGeneration (’00/’01-current)
  • 26.
    Millennial Largest, most wanted,most watched over and most diverse generation in American history. Howe and Strauss “Millennials Rising”
  • 27.
    76 Million Millennials (vs. 72 million Boomers and 42 million Xers) Howe and Strauss “Millennials Rising”
  • 28.
  • 30.
  • 31.
    Millennials Rebooted Regonize 2nd Cohort. Post Great Recession. Shift from Boomer Helicopter to Xer Stealth. Parents want ROI. Financial Aid knowledge is key! Cut through the hype. Online and In-Person support work in tandem.
  • 32.
  • 33.
    GI Generation (’01-’24) SilentGeneration (’25-’42) Baby-Boomers (’43-’60) Generation X (’61-’81) Millennials (’82-’00) Homeland or iGen (2000-current)
  • 34.
    Boomer Parents GenX Parents Born in 1982 Graduate College High School Elementary School “New Silent Generation”
  • 35.
    “A generation thatcan sneakily trump boomer X narcissism and millennial entitlement.” Jeff Gordiner, “X Saves the World: How Generation X Got the Shaft but Can Still Keep Everything from Sucking”
  • 38.
    About Generation X Born and raised as independent latch-key kids. Sexual Revolution, Watergate, Vietnam, Gay Rights, High Divorce Rate, Recession and Woman’s Movement peppered their youth. Demonized by Hollywood: Rosemary’s Baby, The Exorcist, Taxi Driver, Pretty Baby and The Omen.
  • 39.
    About Generation X Playing to win by half expecting to lose. Accepting wide gaps between personal outcomes and sex roles. Proud of their ability to cut through the hype.
  • 40.
    About Generation X Becomingcautious in family life and gradually mellowing in personality. Dedicated to starting and maintaining stable families, something their Silent generation parents did not.
  • 41.
  • 42.
    Questions We’re Asking Have you actively engaged parents? Have you promoted the ROI? Are graduate & continuing studies ready?
  • 43.
  • 44.
    “Loan crisis goesto college.” CNN Money.com, May 2010 “College loans are the new subprime crisis” New York Times, June 2010 (TargetX’s Trent Gilbert said this in April) “Credit crisis hits student borrowers.” The Boston Globe, April 2010
  • 45.
    46% Colleges with StudentsStopping Out Impact of Economy on Enrollment, NAICU, October 2009
  • 46.
    22% Enrolling Fewer ReturningStudents Impact of Economy on Enrollment, NAICU, October 2009
  • 47.
    29% Smaller Freshman Classesthan Expected Impact of Economy on Enrollment, NAICU, May 2010
  • 48.
    Meeting Operating Expenses The Common Fund Freezes Paying Off or Pausing Capital Improvements Increased Discount Rate Largest Increase from Employee Benefits Frozen or Cut Professional Development Expenses Staff Reduction
  • 49.
    How much ofwhat schools are offering can be called education? “College should be a cultural journey, an intellectual expedition, a voyage confronting new ideas and information, together expanding and deepening our understanding of ourselves and our world.”
  • 50.
    Questions We’re Asking Will students go to school closer to home? Will they “go away” to college? How will you encourage them to visit? How is your financial aid strategy adjusting? Are you prepared to answer cost questions earlier? How well trained are you (recruiters) on aid?
  • 51.
    Questions We’re Asking Are you in Growth or Retreat Mode? What are you doing to cut costs? Will you (recruiting staff) travel less?
  • 52.
  • 53.
    3 3 Ways toWeather and Thrive 1. Overthrow Dead Culture 2. Embrace Authenticity 3. The Experience IS the Marketing
  • 54.
    1. Overthrow DeadCulture overthrowingdeadculture.com
  • 55.
  • 57.
  • 58.
    Traditional Recruiting Undergraduate Recruiting in Junior Year Direct Mail Search Campaigns Letter Series-Based Communication Plans Viewbooks, Roadpieces, Department Brochures Large Open Houses, Info Sessions and Group Tours High School/Company Visits & College/Graduate Fairs
  • 59.
    Where Most Colleges AreToday Special Thanks to Bob McCullough, Case-Western Reserve University
  • 60.
  • 61.
    81% Started their CollegeSearch Before their Junior Year Eduventures, 2009
  • 62.
    50% PSAT Takers Werein the 10th Grade or Earlier (2% in 8th Grade) College Board, 2008
  • 63.
    19% Started their CollegeSearch in Eighth Grade or Earlier! Eduventures, 2009
  • 64.
    >45% First Point ofContact was the Admissions Application Informal TargetX Survey of Undergraduate Admissions Clients & Noel-Levitz E-Recruiting Practices Report, April 2010
  • 65.
    84% Students Spend ResearchingColleges Online Harris Interactive, 2009
  • 66.
    84% Use the College’sWebsite Most Heavily in their Research Eduventures, 2008
  • 67.
    Rethink the Budget Distribution Print vs. Web, On-Campus vs. Off Stop the “have to” Activities (hint: start with travel) Avoid the many online marketing fads - calc ROI! Focus on what WILL work - Not what ALWAYS worked Doesn’t necessarily mean additional funding
  • 68.
    Takeaway Preference forElectronic Communication Want Details on Cost and Financial Aid Desire to Connect with Students and Faculty Use “New” Communication Tools
  • 69.
    2. Embrace Authenticity “We are searching to get a grip on what counts for people in their personal and business lives.” Pine and Gilmore’s website authenticitybook.com
  • 70.
    Marketing Immunity 3,000-5,000Daily Messages Neurological Blockades
  • 71.
    90% Trust Word-of-Mouth vs.Traditional Advertising Consumers 18-65 years old, Ad Age 2009
  • 72.
    64% Believe Advertising is“Dishonest” or “Unrealistic” Consumers 18-65 years old, Ad Age 2009
  • 73.
    You are notin control
  • 74.
    History of HigherEducation Recruiting Trends 1980’s Marketing 1990’s Branding 2010’s Authenticity
  • 76.
    I’m an OKlover, but afterwards I like to Me too! snuggle and talk. AUTHENTICITY
  • 77.
    Brands are Mirrors. Branding only works when it’s authentic. We purchase on the basis of conforming to self-image.
  • 78.
    Brand Analogy Car; Restaurant; or Retailer
  • 79.
    Inauthenticity That is thefundamental problem with advertising: it’s a phoniness generating machine.
  • 80.
    Inauthenticity The easiest wayto be perceived as phony is to advertise things you are not.
  • 82.
    Rendering Authenticity “Stop saying what your offerings are through advertising and start creating places--permanent or temporary, physical or virtual, fee-based or free--where people can experience what those offerings, as well as your enterprise, actually are.”
  • 83.
    6 Six steps towards rendering authenticity
  • 84.
    1. Know whoyou are Don’t try to be all things to all people The Ohio State University
  • 85.
    2. Say whoyou are/declare something Draw a line in the sand Baylor University
  • 86.
    3. Hop onthe Cluetrain (talk with, not at) "Markets are conversations. Markets consist of human beings, not demographic sectors. Conversations among human beings sound human. They are conducted in a human voice. University of Texas American University
  • 87.
    4. If you’reafraid to say it, say it “Average Students Thrive Here!” “80% of what I learned happened outside of the classroom.”
  • 88.
    5. Keep itreal SACAC 2008 Survey of 200+ high school seniors “I believe that imperfections show character. That's what I was looking for in a college. A school that seemingly has no flaws during a one hour information session (and tour) not only stands out negatively, but it comes off as bland and ordinary.” Read the complete survey results Password: sacac
  • 89.
    6. Champion stories(not statistics) St. Edward’s University
  • 90.
    3. The ExperienceIS the Marketing 1. Repelling commodization 2. Charging a premium price 3. Persuading consumers to pay when they never did before 4. Selling “Memories”
  • 91.
    “The experience isthe marketing.” Arts & Science Group Student Poll 2004
  • 92.
    The experience ishigher education marketing - 84% use the web most heavily in researching colleges - 71% say the campus visit is the most trusted source of information Eduventures 2007 Survey of 7,867 High school junior and seniors. Reported in The Chronicle of Higher Education “Prospective Students Rely on Campus Visits and Web Sites to Learn About Colleges, Report Says”
  • 93.
  • 94.
    Campus Visit inRecord #’s In Step with tradition: Campus Tours thriving
  • 95.
    It’s all aboutthe experience! Read the New York Times Article
  • 96.
    Unique (and Authentic) Read the US News and World Report Article
  • 97.
    Tour Guides Matter Read the St. Louis Post Dispatch Article
  • 98.
    Campus Tour GoDisney Read the Washington Monthly Magazine
  • 99.
    “I visited campusand it felt right!” LA Times Article: On vacation -- at a college campus Read Trent’s blog post
  • 100.
    “I visited campusand it felt right!” But most college tour scripts are numbingly similar, and information is not really the point. Students and their families are looking for the ineffable moment when, through some alchemy of atmosphere, setting or vibe, they suddenly know this is the place for them. LA Times Article: On vacation -- at a college campus Read Trent’s blog post
  • 101.
  • 102.
    “I visited campus andit felt right!”
  • 103.
    Connect with bestfit students Hendrix College
  • 104.
    Let go Remember, you’re not in control. Remember, they don’t trust marketers. Remember, they are talking about you anyways. Remember, they want to figure out the truth. Remember, their parents are talking about you too.
  • 105.
    Be a changeagent! Don’t lead change because it makes sense. Lead change because you believe you must get ahead of an approaching “discontinuity” in order to survive. Jack and Suzy Welch, BusinessWeek, October 2008
  • 106.
    Want More? ReadOur Blogs: TargetX Blog at www.targetx.com/ithink/
  • 107.
    Free on FridayWebcasts Free On Friday Webcasts Watch Past Webcasts
  • 108.
    Are You Readyto Weather the Admission Perfect Storm? Florida Higher Education Summit targetx.com/slideshare Jeff Kallay, VP Consulting, “Apostle of Authenticity” TargetX kallay@targetx.com