TargetX presented on student retention tools and their future plans. Their current tools, Engage and Student Success Center, help institutions manage student meetings and track student progress. Research found students want personalized support tailored to their journeys. TargetX's new product will offer configurable tiers to support varying institution sizes and maturity levels. It aims to improve advising at scale, identify at-risk students, and automate communications. An early adopter program will help develop the solution to meet institutional needs.

1. #TargetXSummit
TargetX Retention: Now and the Future

2. #TargetXSummit
TargetX Retention: Now and the Future
Sunil Singh
Sr. Director of Product Management
TargetX
DJ Jagannathan
Product Manager
TargetX

3. #TargetXSummit

4. Graduation Rates
The six-year completion rate includes transfers to other four-year and two-year institutions. Six-year
completion rates for first-time, degree-seeking students. The most recent cohort (2018) began
postsecondary studies in the fall of 2012. Source: National Student Clearing House
58.3 %
%Graduationrate

5. Higher Education provides so many benefits ...
Higher
wages
Better
health
Promotes
equality
Higher
quality
of life
More home
ownership
Higher
community
involvement

6. … yet too many are left behind.
60%
of adults have
either partial or no
postsecondary
education

7. Why Retention, Why Now?
1. Student Success: 6 out of 10 first-time, full-time, 4-yr degree seeking college
freshmen graduate in six years
2. Declining or flat enrollments
(1.7% drop, National Student Clearinghouse Research Center - WSJ 30 May 2019)
3. Student success and engagement are priority for institution presidents
(Gartner, 2017)
4. Retention solutions have under delivered - too simple or too complex,
price-performance misalignment
5. Opportunity - meet the schools where they are, at the right price points

8. #TargetXSummit
A comprehensive lifecycle solution
Help students discover if
your school is a good fit
for them
Help them succeed in their
student journey and build
lifelong relationships

9. Agenda
● TargetX Retention Tools Today
○ Engage
○ Student Success Center
● Future of TargetX Retention & Student Success
○ Our Research & Findings
○ TargetX Student Success & Retention
○ Sneak Preview
○ Early Adopters

10. TargetX Retention Tools Today

11. Engage
● Manage appointments and
walk-in meetings to efficiently
address student concerns
● Streamline your one-stop-shop
● Gather context ahead of your
meetings to provide the best
possible student experience by
diving right in
TargetX
Retention Tools
Today

12. #TargetXSummit
Engage
John Smith, 20
TargetX University

13. #TargetXSummit
Engage

14. #TargetXSummit
Engage

15. Student Success Center
● Understand your students and
the progress they are making in
their journeys at your institution
● Intervene at the right times:
when a student misses multiple
classes, fails an exam, or
otherwise needs help
TargetX
Retention Tools
Today

16. #TargetXSummit
Student Success Center

17. #TargetXSummit
Student Success Center

18. #TargetXSummit
Student Success Center

19. #TargetXSummit
Usage
● Engage
○ Over 20,000 meetings run
○ Using statistics to better understand the pathways of different student
populations and inform staffing decisions
● Student Success Center
○ One central data source means improved organizational efficiency
○ Underlying data model makes tracking student progress easier

20. #TargetXSummit
● Best practices
○ Content and strategies to maximize student success with existing
products
● Enhancements
○ New features
■ Filtering list of students in SSC
○ UI enhancements
Roadmap

21. The Future of
TargetX Retention & Student Success
TargetX Succeed

22. Our plan to significantly
expand Retention solution
● Our Research & Findings
● TargetX Retention Solution
● A Sneak Preview
● Early Adopter Program
TargetX Succeed
Product + Best Practices

23. Our Research & Findings
1. Student Journeys
2. Interviews with Schools + Survey
3. Apply Jobs Theory - Jobs to be done
(Clayton Christensen, professor at Harvard Business School)
“People don't buy
products... they hire
solutions that get jobs
done.”
Clayton Christensen

24. #TargetXSummit
Maria Lopez, 19
University of La Verne, CA
Demographics
Latina, Southern California
Other Profile Details
First Generation
Strong academics
One of 6 siblings
Motivations
Wants to graduate in four years
Wants to get a good job (field is not yet determined)
Challenges
High financial need
Does not want to accumulate student debt (will work and
get scholarship funding)
Mike Hamilton, 20
Diablo Valley Community College, CA
Demographics
White, SF East Bay
Other Profile Details
Average academics
Middle-class family
Athlete
Motivations
Wants to transfer to UC Berkeley (general ed at
community college is cheaper)
Wants to pursue career in medicine or sciences
Challenges
High Financial need
Acquiring credits that will transfer
Applying to real dream school while at community college
Student Journeys - tale of two Students

25. #TargetXSummit
Student Journeys at Community College
Education Goals
Transfer to 4 year
2-year Degree
Personal Enrichment
Dual Enrollment
First Generation
Veteran
Mature/2nd Career
High Financial Need
Life Situations / Groups

26. Our Findings 1/2
Student first - student journeys
● Adapt strategy and tactics to support student journeys
Ease of use
● Most solutions are databases with complex user interfaces.
Workload: advising at scale
● Lack of resources, advisors deal with high workload. Median caseload ~300*
● Interventions/personalized communications at scale is critical to success
360 view of students
● System integration (degree planning/audit tools, SIS, LMS, CRM)
● Coordination/workflow and transparency across departments
*NACADA 2011 National Survey of Academic Advising (Carlstrom, 2013)

27. Our Findings 2/2
Communication & Engagement Tools
● In person and Text are preferred modalities, both requiring personalized
messaging/communications
At Risk Students / Early Alerts
● Difficult to identify at-risk students and act in timely manner
● Faculty plays an integral role since large portion of advising is Academic.
Adoption is a big challenge
Best Practices
● How and when to intervene? Many are craving for guidance on where to
begin

28. TargetX
Product Definition: Building Blocks of Student Retention that
offer competitive opportunity
28
Easily process and
understand the
performance and
risk profiles of all
your students at a
high level.
Manage workload
and optimize
advisor
performance at
scale to facilitate
more effective
student
interactions.
Track staff and student
performance to
understand the real
impact of their
interactions and where
improvements can be
made.
Trigger relevant
outreach to
students through
the most effective
avenues at exactly
the right time.
Understand the
maturity of your
institution’s retention
practices and track
your progress towards
improvement goals.
Student Profile
Data
Advising and
Caseload
Management
Measurement
and
Monitoring
Proactive and
Reactive
Intervention
Maturity
Diagnostics
and Goal
Setting

29. #TargetXSummit
Retain Success Outcomes
Student Profile Data
Feature 1 ✔ ✔ ✔
Feature 2 ✔ ✔ ✔
Feature 3 ✔
Advising and Caseload Management
Feature 1 ✔ ✔ ✔
Feature 2 ✔ ✔ ✔
Feature 3 ✔ ✔
Proactive and Reactive Intervention
Feature 1 ✔ ✔ ✔
Feature 2 ✔ ✔ ✔
Feature 3 ✔ ✔
Measurement and Monitoring
Feature 1 ✔ ✔ ✔
Feature 2 ✔ ✔
Feature 3 ✔
Maturity-level Diagnostics and Goal-setting
Feature 1 ✔
Feature 2 ✔
Feature 3 ✔
● Student first - support and
leverage Student Journeys
● Serve needs of institutions of
varying size and maturity level
● Provide a simple product at
“no-brainer” price point
● Provide product that is
designed for 3rd party add-ons
and integrations (SIS, CRM,
LMS, etc)
TargetX Student Success
& Retention

30. #TargetXSummit
TargetX Student Success & Retention - 3 tiers
Retain Success Outcomes
Starter package Includes Retain Includes Retain & Success
Advising & Case
Management
Identify at-risk students,
ability to manually flag
students and tools for
interventions with case
management.
Interventions at Scale
Automation for raising
alerts and managing
highly personalized
communications, student
self-help mobile app, and
caseload management.
Closing the Loop - tie
the efforts to outcomes
Institutional goal setting,
analytics, trends,
predictive modelling,
insights and maturity-level
diagnostics.

31. A Sneak Preview

36. #TargetXSummit
1. Student-centric - starting with the outcomes first to student journeys
2. Configured easily, meeting schools where they are
○ Based school’s needs, ready to go with content, best practices and guidelines
3. Advising at scale that enables meaningful and timely interactions
○ Caseload management - Where to focus?
○ Break the silos - systems, teams, people
○ Identify at-risk cohorts based on student journeys.
○ Automation to reduce advisement workload
○ Enable meaningful and timely human interactions
4. Easy and intuitive user experience for students, advisors and faculty
Product Principles

37. Early Adopter
Program
● Looking to partner with
institutions to develop the
product
● Small, large institutions
offering 4-year or 2-year
degrees
● Benefits
○ Influence solution direction
○ Solutions that work for your
school
○ Preferred pricing

38. Let’s talk...
● Come visit us to learn
more about the solution
& share your thoughts
● Let us know if you may
be interested in Early
Adopter Program
Join us at the
Product Lab

39. Q&A
TargetX Retention: Now and the Future
Sunil Singh DJ Jagannathan
sunil.singh@targetx.com dj.jagannathan@targetx.com

40. Thank You!
Sunil Singh DJ Jagannathan
sunil.singh@targetx.com dj.jagannathan@targetx.com