1. 2016
Rowing Career
Connect
A SCU CREW DATABASE FOR ALUMNI NETWORKING
KARLSEN TERMINI

2. 7825b841-6215-4ca2-9a2d-be789f093936-160908175659 2
Table of Contents
Project Overview .............................................................................................................3
Gannt Chart.......................................................................................................................5
Personas............................................................................................................................ 7
Value Recruitment............................................................................................................................................7
College Career......................................................................................................................................................9
Early Career.......................................................................................................................................................13
Career Pivots/Grad School........................................................................................................................14
Mid-Career..........................................................................................................................................................16
Senior Executive/Business Owner.......................................................................................................17
Late Career/Advisors...................................................................................................................................18
Custom Field Names and Rationale...........................................................................19
Organization Chart........................................................................................................21
Annual Calendar of Events ..........................................................................................23
Strategy for Data Acquisition......................................................................................24
Data Capture Flow Chart..............................................................................................25

3. 7825b841-6215-4ca2-9a2d-be789f093936-160908175659 3
Project Overview
PROJECT MISSION
The purpose of this project is to help connect current rowers and alumni who share
common career interests.
CURRENT DATABASE PLATFORM: http://www.salesforce.com (2016 – Present)
DATABASE DEFINITIONS
 Field – A field is part of a record and contains a single piece of data for the
subject of the record.
 Record – Data is stored in records. A record is composed of fields and contains all
the data about one particular person, company, or item in a database.
o Account – Offers details about company information
o Contact – Contacts are the people associated with Accounts that you
market to, sell to, support, etc. (work primarily in this area for field input)
o
 Layout – A general term for how a record is laid out or displayed in a given
system.
 Report – The formatted result of database queries and contains useful data for
decision-making and analysis.
PROGRAMS USED
(Google Drive - SCU Account)
(LinkedIn – Personal Account)
(Facebook – Personal Account)

4. 7825b841-6215-4ca2-9a2d-be789f093936-160908175659 4
(Salesforce – RCC Account)
Google Documents used:
 SCU Crew Database – Salesforce Contact Edits
o This will be used for troubleshooting picklists
 SCU Rowing Alumni Checklist
o This will be used to keep track of completed contacts with fellow
researchers

5. Gannt Chart
7/4/16 7/14/16 7/24/16 8/3/16 8/13/16 8/23/16 9/2/16 9/12/16 9/22/16 10/2/16
Field/Report Association
Finalize Fiscal Sponsorship Agreement
Organize Alumni Information
1st Round of Fields
Access to Salesforce
Implement Salesforce Fields with Pick Lists/Inputs
Upload/Confirm Excel Records
Modify Layouts
Assemble Team for Record Acquisition
Begin Advanced Data Entry
Recruit Additional Team Members
Assign Team Records
Account Name Information Input
Team Assisting with Record Acquisition
50% of Alumni Records Accounted For
Implement Reports
Train/Brief Additional Members
100% of Alumni Records Accounted For
Maintenance of Reports
Assemble Maintenance Team
Sustainable Database Utilization
Market RCC to Rowing Team
Alert Alumni of General Reports

6. TASK DOER MANAGER
Field/ReportAssociation Karlsen Michael
Finalize Fiscal SponsorshipAgreement Karlsen Michael
Organize Alumni Information Logan, Brandon Karlsen
1st Round of Fields Karlsen Michael
Accessto Salesforce Michael Pace
ImplementSalesforce FieldswithPick
Lists/Inputs
Karlsen
Karlsen
Michael
Michael
Upload/ConfirmExcel Records Karlsen Michael
ModifyLayouts Karlsen Michael
Assemble TeamforRecordAcquisition Karlsen Karlsen
BeginAdvancedDataEntry Logan, Brandon,
Fionn
Karlsen
RecruitAdditional TeamMembers Karlsen Karlsen
AssignTeamRecords Logan, Brandon,
Fionn
Karlsen
AccountName InformationInput Peter Karlsen
Team AssistingwithRecordAcquisition Logan, Brandon,
Fionn,Nick,Peter,
Frankie
Karlsen
50% of Alumni Records AccountedFor Logan, Brandon,
Fionn,Nick,Peter,
Frankie
Karlsen
ImplementReports Karlsen Michael
Train/Brief AdditionalMembers Karlsen Karlsen
100% of Alumni RecordsAccountedFor Logan, Brandon,
Fionn,Nick,Peter,
Frankie
Karlsen
Maintenance of Reports Logan, Brandon Karlsen
Assemble Maintenance Team Karlsen Karlsen
Sustainable Database Utilization CURATORS Karlsen
Market RCC to RowingTeam Karlsen,Logan,
Brandon,Peter,Fionn
Karlsen
AlertAlumni of General Reports CURATORS Karlsen

7. 7825b841-6215-4ca2-9a2d-be789f093936-160908175659 7
Personas
Value Recruitment
ProspectiveParent- Parent wants to make sure that son is appropriately challenged,
happy at school,appreciated by crew program and teammates. Parents benefit from an
opinion fromsomeone with experience withthe program they someone they know/grew
up with.
 Parent will see value in a trusted reference fromcurrent crew/alumni from a shared
hometown or high school
Pain Points
 High price of schooling as it relates to diminishing academic excellence due to time
commitments of rowing
 Return on time commitment away from academics – benefits of a Santa Clara
education/rowing on the crew team
Databasecanproducefollowingreports
 Alumni in recruit geography
 Alumni with shared career interest
 Showcase benefits of alumni community and network
o Ease to actually reach out and talk to alumni
 Parents of current rowers and recent alumni
o Get parents perspective on what it means to row at SCU
Key ReportFields
Hometown Academic
(UG)
Academic
(Grad)
Location
(Current)
Work
(Current)
Work
(Past)
Social
Media
Grad
Year
Parent
Info
x x x x

8. 7825b841-6215-4ca2-9a2d-be789f093936-160908175659 8
Nervous Student-need to talk to trusted peers they can relate to in order to find out more
about the college experience
 Make an informed decision based on the opinions of trusted individuals/resources
Pain Points
 Nervous about new school
o Classes at SCU
 Difficulty of classes compared to high school
 Managing the workload with time burden of rowing
 Study habits needed to be employed
 Class sign up – making a balanced class schedule with practice (early
registration)
o Social
 Approachability of the student body
 Living in the dorms (whichone is best?)
 The party/leisure scene – activities to do on and around campus
Valueof RCC
 Ability to contactcurrent and alumni rowers based on geological location – get a
trusted opinion/viewpoint based on common experiences (high school,hometown)
o Answer any questions incoming student may have that a non-crew affiliated
student/orientation leader is not qualified to accurately respond to
o Insider opinion and point of view
 Providing sources to contact
Key ReportFields
Hometown Academic
(UG)
Academic
(Grad)
Location
(Current)
Work
(Current)
Work
(Past)
Social
Media
Grad
Year
Parent
Info
x x x

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College Career
SummerTask- Freshman - New to college experience
 Still does not have a handle of what they want major in/do fora career
o Will be knowledgeable about the database and have a better idea of their
major choice/career interests
Interests –Career/Professional Goals
 Find a major to pursue in school
 Know how to network research
 Establish good habits forjob market – email proficiency,resume building,
situational awareness
 Workon database
Pain Points
 No real shot of landing substantial internship/work experience unless they are an
exceptional candidate or have a strong network
 Still developing practical skills to market to employer (besides a limited network)
ValuesofRCC
 Tasked with updating contacts and fields over the summer
o Serves as a feedbackloop to help keep data updated in the event that the
information for the contacthas changed
o Leads to informational interviews with alumni
 Leveraged/assigned a junior career mentor on the team – a resource to provide
resume tune up/advice about school studies
o Pass knowledge and experience to younger team members
o One on one informational sessions to find better matches for
mentor/mentees
Key ReportFields
Hometown Academic
(UG)
Academic
(Grad)
Location
(Current)
Work
(Current)
Work
(Past)
Social
Media
Grad
Year
Parent
Info
x x x x x x x x

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Career Explorer - Sophomore - 1st internship
 Needs career direction and workexperience
 Gain career insight to an industry/field (possible workexperience)
Interests –Career/Professional Goals
 First internship that offers insight into career/industry interests
o Gain some practical workskills (i.e. MicrosoftOffice)
 Start expanding network
 Have a strong marketable resume
 Start seeking alumni mentor in field of interest
Pain Points
 May still need help deciding a major
 Do not know where to start networking
 Interviewing skills lacking
 Need to develop professional skills (communicationskills)
ValuesofRCC
 Tasked with updating contacts and fields over the summer when not working (less
than freshman year)
o Leads to informational interviews with alumni
 Upper classman rower mentor remains a resource forresume building, professional
edict
 Meet with local alumni in hometown for informational interviews (Holiday Season)
Key ReportFields
Hometown Academic
(UG)
Academic
(Grad)
Location
(Current)
Work
(Current)
Work
(Past)
Social
Media
Grad
Year
Parent
Info
x x x x x x x

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Career Tester - Junior - Last Internship
 Substantial internship that provides insight into a particular field
 WorkExperience and serve as a resource to offeradvice (begin to give back thru
mentorship)
Interests –Career/Professional Goals
 Internship that reflectscareer interests – able to decide whether internship will lead
to career pursuits
o Continue to build and develop industry skills and practices
 Strong workresume padded with workexperience and acquired industry skills
o Job market ready
 Prepared to fill role of a full time position
 Continue to build networkin field of interest
 Begin to mentor younger members of rowing team
 Find a mentor in alumni network
Pain Points
 Hates internship and realizes a mistake has been made in career/industry choice
 Dead end position and learning no applicable job/position skills
ValuesofRCC
 Mentor freshman - offeradvice and foster a relationship with younger oarsmen
o Same Major – have same interests and offersuggestion about career
moves/internship opportunities
o Have freshman shadow at career fairs, networking opportunities etc. – learn
from observation
 Salesforce database generates reports based on rower’s professional/career
interests to find a good alumni mentor match
Key ReportFields
Hometown Academic
(UG)
Academic
(Grad)
Location
(Current)
Work
(Current)
Work
(Past)
Social
Media
Grad
Year
Parent
Info
x x x x x x

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Career Decider - Senior - Full Time Job
 Looking to find the right fit fortheir career – still early in job market as this willbe
their first position
 More employment opportunities
Interests –Career/Professional Goals
 A job with a decent salary at a good company withroom for career advancement
 Serve as a new member of the alumni database – available to answer questions for
prospective students and parents
 Settle on an industry – grow network in industry
Pain Points
 Finding a job that interests them and leaves room for professional growth
 Lackof industry contacts/network
 Cannot affordto live on their ownright out college – moveback home or different
part of the country
ValuesofRCC
 Salesforce database generates reports based on rower’s current interests in order to
find professional relationships
o Current Region field can find alumni specific to the rower’s current location
 Easily accessible to database for information input and upload to Salesforce
Fields of Interest
Hometown Academic
(UG)
Academic
(Grad)
Location
(Current)
Work
(Current)
Work
(Past)
Social
Media
Grad
Year
Parent
Info
x x x x x x x

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Early Career
Bounce House/Firsties - user bouncing from job to job/landed first job (characteristic of
millennials)
 Future job satisfaction - finding the right fit
Interests –Career/Professional Goals
 A job that is engaging and offers fair compensation – a position they are happy
with
 Strengthen industry network
 Stable living situation – become independent
 Find the right company
Pain Points
 Cannot settle at a comfortable job
 Not satisfied with industry/position choice
 Current positon offers little upward mobility
 Living in wrong part of the country – not where job opportunities are located
ValuesofRCC
 Connect contact with other contacts in desired industry or position to facilitate
networking
o Find out about other positions/job opportunities/companies thru
informational interviews
 Facilitate networking outside of the contacts current region – can contact alumni
who are in other parts of the country/world
Fieldsof Interest
Hometown Academic
(UG)
Academic
(Grad)
Location
(Current)
Work
(Current)
Work
(Past)
Social
Media
Grad
Year
Parent
Info
x x x x x

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Career Pivots/Grad School
Career Advancement - satisfied in initial career choice and want to advance their
position at company
 Furthering one’s value thru extended industry connections
 Letters of recommendation
Interests – Career/ProfessionalGoals
 Further education thru graduate school– become an expert in the field
 Advance one’s position at company
o Found the right fit and wants to make the most of the opportunity
 Expand industry network
 Find a mentor whowill guide through professional career
Pain Points
 Do not know where to go forgrad school
 Cannot affordgraduate school
 Is dissatisfied withcurrent job and wants to pivotcareer paths
Valueof RCC
 Contact alumni whohave wentto graduate schoolto obtain further insight
o Ask for letters of recommendation
 Networkwith alumni whohave great experience in a given industry to expand
industry contacts (network)
 Alumni available formentoring
Hometown Academic
(UG)
Academic
(Grad)
Location
(Current)
Work
(Current)
Work
(Past)
Social
Media
Grad
Year
Parent
Info
x x x x x x

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Career Change - dissatisfied with initial career choice and is looking for something
else
 Future jobsatisfaction - finding the right fit
Interests – Career/ProfessionalGoals
 Become an expert in new field thru graduate school
 Networkwithin new field and gain industry contacts
 Find a career that willsatisfy them financially and engage them professionally
Pain Points
 Giving up a position that is financially rewarding
o Start losing money
 Unsure of how or where to pivotto
 Not networkin desired field
Valueof RCC
 Connect with contacts whohave changed careers in the past and seek their advice
 Ask contacts about their graduate experience and determine the right school to
attend
o Ask for letters of recommendation
 Carry out informational interviews withalumni to better gauge what industry or
position the interviewer wants to pursue
Hometown Academic
(UG)
Academic
(Grad)
Location
(Current)
Work
(Current)
Work
(Past)
Social
Media
Grad
Year
Parent
Info
x x x x x x

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Mid-Career
Diapers toDrivers/Parents - Struggling having to balance family responsibilities with new
career obligations (time constraints) – how to workaround time constraints
 Future jobsatisfaction - finding the right fit for time constrained parent
 Commute call – when they have time to talk on drive home
Interests – Career/ProfessionalGoals
 Advance position at one’s company – make more money to support their family
 Balance time between workand family – budget time better
 Performat optimum levels forpotential promotion
Pain Point
 Spending toomuch time at workaway from the family
 Not making enough money to support family adequately
 Career advancement couldinvolverelocating to a different part of the country
o Uprooting family and old network – need to establish a new one
Valueof RCC
 Find other contactsin the area to make friends/help out with family
 Continue to build networkingcontacts within industry
 Seek knowledgefrom fellow alumni/mentors to help advance career
Hometown Academic
(UG)
Academic
(Grad)
Location
(Current)
Work
(Current)
Work
(Past)
Social
Media
Grad
Year
Parent
Info
x x x x x

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Senior Executive/Business Owner
Stable Career – is established in their preferred field and must be strategic with
their schedule as they have a lot of responsibilities (have most likely advanced to
senior/executive positions at their firms)
Senior executive with time constraints
 Demands at work - travel, meetings
 Will invest time as long as connectionis mutually beneficial
 Furthering one’s value thru extended industry connections
Interests – Career/ProfessionalGoals
 Maintain/improve workperformance in order to maintain/advance position
 Continue to balance schedule between workand family as workbecomes more
demanding (more responsibility)
 Start to networkwith higher ups at other companies
Pain Points
 Cannot manage to find time forfamily
 Traveling too much for work – getting worn out
Valueof RCC
 Networkwith alumni living in area of workdestinations
o Find a way to network and let off some steam
 Continue to build networkconnections at a higher levelbased off contact’s
occupation/title
Hometown Academic
(UG)
Academic
(Grad)
Location
(Current)
Work
(Current)
Work
(Past)
Social
Media
Grad
Year
Parent
Info
x x x x

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Late Career/Advisors
Retired/Late Career - have concludedtheir careers or are slowly working their way out
 Time givers – have time/knowledge at their disposal
 Not only offerknowledge to those who seek it, but also get attention fromyoung
alumni checking in on/reaching out to them
Interests – Career/ProfessionalGoals
 Share knowledge with the next generation – pass on what they have learned
 Act as an advisor
Pain Points
 Not engaged/satisfied with retired life
o Want to be out in the workforceagain
 Lonely and not active
Value of RCC
 Gives alumni a chance to be engaged with rowing program community
 Mentorship is an opportunity to fill the time void
Hometown Academic
(UG)
Academic
(Grad)
Location
(Current)
Work
(Current)
Work
(Past)
Social
Media
Grad
Year
Parent
Info
x x x x x x

19. 7825b841-6215-4ca2-9a2d-be789f093936-160908175659 19
Custom Field Names and Rationale
Current Location
CurrentRegion[Multi-pickList] – A broader search field based on geographical area
 Connect rowers on a localized level
Hometown Contact Info
HometownZipCode[Number] – 5-digit zip code user/alumni grew up in
 Connect rowers to an old networkor find commonconnections
HometownCity[Input] – Search foralumni by where they grew up
 Useful forrecruitment measures
HometownRegion[SingleSelect] – Abroader search field based on geographical area
HighSchool [Input]– Tapintoa networkof older or younger professionals
 Connect rowers from a common high school
Work Experience
CurrentIndustry[Multi-pickList]– Thefield that alumni operates in (i.e. finance,
mechanical engineering, computer science etc.).
 Gives rowers access to alumni who have present experience in a certain industry
Past Industry [Multi-pickList] – Thefield that alumni used to operate in (i.e. finance,
mechanical engineering, computer science etc.).
 Gives rowers access to alumni who have past experience in a certain industry
WorkHistory (Company,Title,Timespan) [TextAreaLong] – Compile all of alumni’s
present and past occupations
 Allows user to see where alumni worked/see if they still have connections at
present/past organization
CurrentOccupation[Multi-pickList] – Whatposition does alumni hold at company
 Allows user to lookup an alumni based on a position they are interested in
CurrentCompany[TextArea] – Whatcompany does an alumnus currently workat
 Allows user to lookup an alumni based on a company they are interested in
Past Occupations [Multi-pick]– lookup alumni’s occupation history
Academic Experience
Entering Year[Number] – When alumni started school at SCU
 Shows who else was in freshman class
First YearRowing [Number] – Alumni did not necessarily row withpeople in their
graduating year
 Shows who did they rowed with(i.e. their noviceyear may have been sophomore
year thus forcingthem to row with first years)
GraduationYear[Number] – Thiswill indicate the age of the alumni and the year they left
SCU
 A way foralumni of the same class year to stay in touch
Studies UG [Multi-pickList] – See whatalumni studied undergraduate at SCU by major
and minor
Studies MA[PickList] – See whatalumni studied fortheir Master’s degree
School MA [Multi-pickList] – See where alumni studied to get their Master’s degree
Studies PHD [Multi-pickList] – See what alumni studied fortheir PHD
School PHD [Multi-pickList] – See where alumni studied to get their PHD

20. 7825b841-6215-4ca2-9a2d-be789f093936-160908175659 20
Social MediaLinks
LinkedIn[URL] – connect with alumni via LinkedIn
Facebook [URL] – connectwithalumni via Facebook
Twitter[URL] – connectwith alumni via Twitter
Hiring/MentoringOpportunities
HireConfirm[Radio List] – Indicateswhether or not positions are available at alumni’s
company
 See if alumni are open to hiring new talent
MentorConfirm[Radio List] – See if alumni are open to undertaking roweras a
mentee/advisor
 Offersa chancefor alumni to give back to the program by imparting their
knowledge to a new generation of business professionals
CurrentRower/YoungAlumniInformation
Parents in the crew program respect the workethic and commitment that their
son’s/daughter’s crewmates go thru. More often than not they are willing to help their
oarsman’s friends when it comes to career pursuits or advice.
Parent1 LinkedIn[URL] – connectwith young alumni/rower's parent LinkedIn
Parent2 LinkedIn[URL] – connectwith young alumni/rower's parent LinkedIn
Parent1 Past Industry[Multi-pick] – seewhat industry young alumni/rower parent
workedin
Parent2 Past Industry [Multi-pick] – seewhat industry young alumni/rower parent
workedin
Parent1 CurrentIndustry [Multi-pick]– see what industry young alumni/rower parent
currently worksin
Parent2 CurrentIndustry [Multi-pick]– see what industry young alumni/rower parent
currently worksin
SCUCrewRowing Bio [URL] – Lookup current rowers/young alumni by their SCU rowing
bio on the school’s athletic web page.

21. 7825b841-6215-4ca2-9a2d-be789f093936-160908175659 21
Organization Chart
Project Roles – Building Database
Project Roles – MaintainingDatabase
PROJECT ROLES
Modify
Fields
Modify
Layouts
Create
Reports
Reset
Passwords
Assign
Privileges
Navigate/Print
Reports
Database
Administrator
x x x x x x
Researcher x x
Curator x
Researcher
Database Administrator Karlsen
Termini '17
Logan Costa-
Smith '17
Peter Morton
'18
Brandon
Hillman'17
Fionn
Ruder'18
Frankie
Morales '13
Curator
Researcher
Database
Administrator
Captain
Upperclassman
Lowerclassman
Upperclassman
Lowerclassman
Upperclassman
Lowerclassman

22. 7825b841-6215-4ca2-9a2d-be789f093936-160908175659 22
Organization Roles
ORGANIZAITON ROLES
Outreach and Organizer
 Lead team in career development exercises and information
 Organize mentors and mentees
 Facilitate communication between current rowers and alumni
Mentor and Advisor
 Source of information and knowledge for underclassmen
o Help mentee with resume building, interviewing/professional skills
 Pick mentee/advisee based on common major/career interests
Mentee and Advisee
 Be open to listening to advise from mentor/advisor
Mentee and
Advisee
Mentor and
Advisor
Outreach and
Organizer
Captain(s)
Junior/Senior
Sophomore
Junior/Senior
Sophomore
Junior/Senior
Sophomore

23. Annual Calendar of Events

24. 7825b841-6215-4ca2-9a2d-be789f093936-160908175659 24
Strategy for Data Acquisition
Legend:
 R – Researcher
 T – Training
 x – Field populated

25. Data Capture Flow Chart
All
Records
Incomplete
Not started
Call/email
No reply Bad info
Use period
peers
No luck
Fail
Partial
Historical
data
Web data
Period
peer
Complete
Based on
Record
Goal: Move Record from Incomplete to Complete