www.semworks.net
Graduate Strategic Enrollment
Management
Presented by Dr. Jim Black
President & CEO, SEM Works
www.semworks.net
Agenda
 Strategic Enrollment Intelligence
 Integrated Enrollment Planning
 The Graduate Student Lifecycle
 Graduate Student Marketing and Recruitment Practices
 Graduate Student Persistence, Progression, and Completion Practices
 Graduate School Capacity
www.semworks.net
Strategic Enrollment Intelligence
Graduate Strategic Enrollment Management
www.semworks.net
Goal Setting Construct
www.semworks.net
Manage
Enrollments
Target
Opportunities
Risk/Reward
Assessment
Market
Research
Enrollment
Goals
• Quantity
• Quality
• Diversity
• Credential Mix
• Retention
• Completion
• Market Demand Analysis
• Enrollment Opportunity Analysis
• Competitor Student Funding
Analysis
• Environmental Scan
• Admit/Decline Study
• Market Size
• Market Saturation
• Competitive Positioning
• Risks of Market Entry
• High Demand/Available
Capacity Programs
• Niche Offerings
• Low Cost/High ROI
• Support Research Agenda
• Prospects
• Inquiries
• Applicants
• Admits/Declined
• New Enrolled Students
• Returning Students
Strategic Enrollment Intelligence
www.semworks.net
Resource
Management
ROIOutcomes/
Affinity
Student
Experience
Current
Student Flow
• Persistence Rates
• Progression Rates
• Academic Performance
• Success/At-Risk Profiles
• Course Supply & Demand
• Graduation Rates
• Expectations vs Reality
• Student Satisfaction
• Student Engagement
• Service Impact
• Attrition Causation
• Learner Objectives Met
• Relevant Employment
• Further Education
• Institutional Loyalty
• Program Cost/Value
• Marketing Metrics
• Recruitment Metrics
• Retention Program
Evaluation
• Space Utilization
• Faculty Workload
• Service Capacity
• Technology Optimization
• Budget Allocations
Strategic Enrollment Intelligence
www.semworks.net
Integrated Enrollment Planning
Graduate Strategic Enrollment Management
www.semworks.net
Integrated Plan
Elements
Background
Enrollment
Context
Planning
Construct
and
Principles
Enrollment
Goals
Demographic
Trends
Economic
Trends
Political
Trends
Social
Environment/Te
chnology
Trends
Market and
Competition
in PSE
Competitive
Advantage
Internal
Strengths &
Weaknesses
External
Opportunities
and Threats
Provisional
Admits
Master’s
Students
Doctoral
Students
Online
Learners
Graduate
Certificate
Students
International
Students
Key
Performance
Indicators
Metrics
Internal
Engagement &
Communication
Strategic
Intelligence
Strategic
Enrollment
Growth
Programs
Integrated
Recruitment &
Marketing
Student
Experience
and Success
Student Awards
www.semworks.net
Integrated Planning Cycle
STANDARD TIMEFRAME Ongoing1-3 Years3 months3 months 3 months
Current Reality
Strategic
Issues
Plan
Development
Implementation Evaluation
Identify and answer
key research
questions
Use data as
actionable
intelligence
Target significant
strategic issues
Audit complete
and priorities
established
Strategic issues
identified on the
basis of data
PLANNING
MILESTONES
PROCESS STEPS
PLANNING PROCESS
ACTIVITIES
Conduct a self-
assessment/external
audit of existing
practices and
strategic issues
Report on findings
and related
recommendations
Decide which
recommendations
require action and
become an
institutional priority
Identify goals and
objectives related
to each strategic
issue
Design strategies
to achieve stated
goals and
objectives
Define the action
steps required to
complete each
strategy
Build a business
case for additional
resources (if
required)
Grab the “low
hanging fruit” and
look for quick
“wins”
Ensure needed
antecedents of
success are in
place (e.g.,
training,
technology, space,
funding, incentives)
Execute at the
highest level of
quality possible
Engage in “proof of
concept” pilots for
large-scale
initiatives
Measure the
effectiveness of
each major
initiative
Continuously
improve
implementation
efforts based on
effectiveness
measure findings
Assess the degree
to which goals and
objectives were
met
Plan written along
with action steps
Implementation
following an
agreed upon
timeline
Evaluation and
continuous
improvement
Phase 1 Phase 2 Phase 3 Phase 4 Phase 5
www.semworks.net
Information
Sharing
Communication
Collaboration
Fusion
Integration
www.semworks.net
The Graduate Student Lifecycle
Graduate Strategic Enrollment Management
www.semworks.net
AlumGraduateThesis/
Dissertation
2+ Years1st YearEnrolledAdmitAppInquiry
Inquiry
Generation
& Cultivation
Admit
Conversion
Application
Completion
Student Success
Behaviors,
Academic & Social
Integration
Mentoring
Relationships,
Career Guidance,
Completion
Strategies
Initial
Enrollment
Transition
Student
Engagement,
Student Resilience
Transition,
Loyalty
Loyalty,
Employment,
Advanced Education
Former
Students
Current
Students
Future
Students
www.semworks.net
AlumGraduateThesis/
Dissertation
2+ Years1st YearEnrolledAdmitAppInquiry
Outreach,
Advertising,
GRE Search,
Website, Events,
Fulfillment
Program
Marketing,
Process/$ Comm,
Social Media,
Events
Application
Completion
Success Comm,
Early Intervention,
Supervision/
Advising
Mentoring
Interactions,
Completion Comm
Orientation,
Registration
Success Comm,
Early Intervention,
Supervision/
Advising
Transition,
Loyalty
Loyalty Comm,
Referral
Campaign,
Social Media
Former
Students
Current
Students
Future
Students
www.semworks.net
Targeted outreach,
communications,
events,
yield activities,
and wayfinding.
By program
of study
By credential
type
By student
type
By learning
modality
Target Segments
www.semworks.net
Audience Messaging
Relevant Brand
Attributes
Related Proof
Points
Audience-based
Messages
Calls to Action
Process-
Oriented
Marketing-
Oriented
Relationship-
Oriented
Success-
Oriented
www.semworks.net
Multichannel Communications
Personalized
Viewbook!
!
Texting!
!
Nurturing!
E-mail!
Out-going&!
In-comingcalls!
Cross-media!
Search!
Social !
Networks!
Personal!
Notecards!
On-Campus!
Visits/Openhouse!
SearchEngine
Marketing!
! PrivateSocial
Network!
!
Cross-Media!
YieldPrograms!
Online !
Application!
OnlinePersonalizedPortal !
!
Prospect!
!
www.semworks.net
Enough Frequency to Influence Choice
www.semworks.net
YOUR COMPETITIVE ADVANTAGE IS NOT IN
THE CRM SYSTEM. IT IS HOW YOU
LEVERAGE IT THAT MATTERS.
www.semworks.net
Execution is Everything!
CRM Lite
CRM Basics
CRM Stars
www.semworks.net
Prospective Student Communications
Plan
 An automated acknowledgement of interest
 An invitation to visit and/or attend an information session
 A message from the dean
 Assistantship, GA, TA opportunities
 Call from current student/graduate assistant
 Missing info
 Notification of acceptance (Enrollment Handbook)
 Call from graduate program faculty
 Program-based selling points
 Graduate faculty profiles
 Residence (if applicable)
www.semworks.net
Current Student Success
Communications
Relationship
Management
Student
Communications
Delivering on the
institution’s
promise
Deadlines, support
services, service tutorials,
degree completion
Proactive connections
with faculty, graduate
supervisors, engagement
opportunities
Missed deadlines,
early intervention,
policy implications
Awareness of
services offered,
service hours,
service benefits
www.semworks.net
Graduate Student Marketing and
Recruitment Practices
Graduate Strategic Enrollment Management
www.semworks.net
Assistantships and Waivers
www.semworks.net
Strategic Program Development
www.semworks.net
Recruitment Elements
www.semworks.net
Lead Generation
 Fairs
 Purchase GRE and GMAT lists
 Recruit your current undergraduates
 International agents
www.semworks.net
Website Best Practices
 Marketing-oriented external focus
 Visual impact
 Responsive design
 Value proposition
 Selling points
 Audience segmentation and relevance
 Audience engagement
 Calls to action
www.semworks.net
www.semworks.net
www.semworks.net
www.semworks.net
www.semworks.net
Audience Channels
Process-oriented information
Infuse a marketing orientation into all channels
 Audience-relevant selling points
 Success stories and “exceptional outcomes”
 Testimonials
 Factoids
 Relevant opportunities
 Visual images (photography and video)
Drive audience traffic to relevant pages
www.semworks.net
www.semworks.net
www.semworks.net
www.semworks.net
www.semworks.net
www.semworks.net
Introducing the New Class
www.semworks.net
Viral Media
www.semworks.net
Student Blogs—An Authentic Source
www.semworks.net
Advocates Model
Social Media
Manager
Current Students
Alumni
Industry
Experts
Staff
Faculty
Graduate
Supervisors
www.semworks.net
Recommended Practices
 Focus first and foremost on graduate program web pages
 Program description
 Program requirements
 Program selling points
 Availability of funding
 Career options
 Research and scholarship/assistantship opportunities
 Faculty profiles
 Student and alumni testimonials
 Bring the program to life through multimedia and social media
www.semworks.net
www.semworks.net
www.semworks.net
www.semworks.net
www.semworks.net
www.semworks.net
www.semworks.net
www.semworks.net
www.semworks.net
www.semworks.net
Engineer the Campus Visit Experience
Consider everything a student experiences when visiting--
then engineer every detail of the student’s experience.
www.semworks.net
 Design first impressions
 Create a “signature
moment”
 Personalize the visit
 Engender emotion
 Have visitors live your
institution through hands-on
experiences
 Surprise your visitors
 Graduate student tour
guides
Delivery a WOW
Experience!
The Campus Visit Experience
www.semworks.net
Recommended Practices
 Invest in program-based advertising
 New programs
 Programs with untapped demand, capacity, and the desire to grow
 Undersubscribed programs where a lack of promotion is at issue
 Adopt a hybrid model of graduate recruiting
 Centrally coordinated and supported
 Program content experts and relational connections
 Program-based recruitment plans
 Engage in by-country international recruitment strategies
www.semworks.net
Pan-Institutional By-Country Construct
www.semworks.net
International Student Segments
as Defined by WES
Source: World Education Services, 2015
www.semworks.net
44
13
33
15
11
29
20
30
23
34
16
25
19
16
8
11
42
19
46 47
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
China India Middle East Latin America Sub-Saharan
Africa
WES Segmentation by Country/Region
Strivers
Strugglers
Highfliers
Explorers
Source: World Education Services, 2015
www.semworks.net
University Decision Factors for
Chinese Students
Source: World Education Services, 2015
www.semworks.net
University Decision Factors for
Indian Students
Source: World Education Services, 2015
www.semworks.net
University Decision Factors for
Middle Eastern Students
Source: World Education Services, 2015
www.semworks.net
University Decision Factors for Latin
American Students
Source: World Education Services, 2015
www.semworks.net
University Decision Factors for Sub-
Saharan African Students
Source: World Education Services, 2015
www.semworks.net
International Strategy
www.semworks.net
Graduate Student Persistence,
Progression, and Completion
Practices
Graduate Strategic Enrollment Management
www.semworks.net
Recommended Methodologies
Connections
 Graduate Faculty
 Supervisors
 Researchers
 Peers
www.semworks.net
Recommended Methodologies
 Seamless and integrated services
 Institutional support and engagement opportunities
 Early alerts and interventions
 Gathering places
 Thesis and dissertation support
 Create innovative learning opportunities through inquiry-based learning,
blended learning and the use of technology
 Extend skill sets of graduate students in their development as
professionals
 Provide academic language skills and cultural integration programs for
international graduate students
www.semworks.net
www.semworks.net
Graduate School Capacity
Graduate Strategic Enrollment Management
www.semworks.net
Recommended Capacity
 Director of Graduate Enrollment Management
 Communications manager
 Marketing and communications support (e.g., content developer,
graphic designer, multimedia specialists, social media coordinator,
advertising agent)
 Dedicated web designer
 Domestic recruiters as school/divisional liaisons
 International recruitment managers, in-country representatives, and
quality agents
 Enrollment analyst
www.semworks.net
Sample Structure
Graduate
Enrollment
Champion
Direct Report to
Associate
Provost EM &
Indirect Report to
College Deans
Provides Market Research
Initial Application
Processing & Decision
Notification
Content Experts
www.semworks.net
Q&A
Thank you for attending.

Graduate Enrollment Management