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Rio Salado College
Welcome Center
The Wave of the Future
Student Affairs & Advancement
August 2014
 Will assists students and visitors to
the college in a modified approach
 Will provide a dynamic first point of
entry to the college
 Will greet hospitably, cordially, and
with courtesy on the phone, web,
email, chat and in-person
The Welcome Center
Structure • Space • Technology • Training • Communication
To provide timely and accurate information and
appropriate services about college programs,
services and procedures to students, faculty, staff
and the community at large in a manner that is
pleasant and inviting in-person, on the phone,
and through the public website.
 Efficiently and effectively support students
 Engage supplemental, program-seeking & special
population students
 Strengthening the student experience
The Welcome Center Vision
 To evolve the “One Stop” approach into tiered levels of guided support.
 To strengthen the student experience – provide/anticipate student
needs at the point of first contact.
 To maximize resources to be more efficient and effective centered on
the type of student (supplemental or program seeker)
 To support SSE, SSI, IMOR2, and SEM initiatives
 To redirect resources by establishing a targeted process flow
 To provide better overall student and employee experience
The Welcome Center Concept
Strategic Plan Goals
 Goal 1: Teaching & Learning - enrollment processes & resources
 Goal 2: Student Success - requirements, retention & goal attainment
 Goal 3: People Development & Communication - standard tools & training
 Goal 4: Blue Ocean & Innovation – support & engage students
Governing Board Outcomes
 1.1: University Transfer Education & General Education
 1.2: Workforce & Economic Development
 1.3: Developmental Education
 1.4: Community Development and Civic and Global Engagement
The Welcome Center Connection
 During non-peak and peak times, we average 50-200
calls per hour, respectively.
 Formula was used to determine the staffing needs for
the triage model structure.
 36% of calls are handled by 3rd party vendor & the
Outreach Center for the general phone line which
Tier 1 would handle.
 64% of calls being new/continuing students that
would be handled by the Welcome Center and then
warm transferred to Academic Advisement (program
seekers).
The Data
1) Reduce the rate of transfer calls throughout the college.
2) Improve customer dissatisfaction with services and
information provided.
3) Improve phone structure and reporting to better analyze
how phones are being used.
4) Improve training and assessment to ensure better
customer service
5) Improve structure to more adequately support the
diversity of our student population.
Business Needs & Challenges
 Create a “One Phone Line” approach to better route calls
 Enhance the student experience through a tiered approach
 Reorganization of the public website
 1st floor physical location
 Formalized training structure
 Incorporate quality assurance measures
 Improve customer service and employee engagement
 Leverage existing technologies and resources
The Welcome Center Ideals
Students
Tier 1
Tier 2
Tier 3
Tier 4
The Tiers of Service
Tier 1 – First Point of Contact & Triage
Tier 2 – New & Supplemental Students
Tier 3 – Program Seekers
Tier 4 – Judicial Affairs & Resolution Center
 Greet/welcome all students, staff and visitors to the college
 25 part-time staff (existing, new & work study students)
 High customer service; friendly; responsive; professional
 First-point of contact
 Quick Response (~ 3 minutes)
 Qualify/switchboard
 If General Info – Triage Handles
 Directions, Hours, Locations, Services, etc.
 Contact Information
 If Transfer
 Continuing student; Public /General Questions; Direct Line Transfer
 If program seeker or non-program seeker
 If a new Lead, New or Continuing student, General student inquiry
 Lead, New, General will go to Welcome Center (Tier 2)
The Welcome Center – Tier 1
 Transferred from Tier 1
 Call duration ~8-10 minutes
 Grade 8, 9 & 10’s
 Determine student type – only actual students will go here.
 Supplemental and New, Welcome Center will Quick Admit
 Pre-requisite approval
 Basic Advising
 Payment info/options/FAFSA
 Enrollment
 Self-Serve process
 State Authorization
 Placement Testing/ Prior Learning/Transcripts
 Program Seeker, Welcome Center will Quick Admit
 After QA, warm transfer to Advisement
 HSE, CBW, Military, etc. – warm transfer
 If Lead, enter into CRM
The Welcome Center – Tier 2
 Academic Advisement
 Current staff
 Additional focus on program
seeking students
 RioAchieve Grant expansion
 Re-focused for academic advising
 Student advocate through student
life-cycle
 Supplemental support for
Welcome Center
The Welcome Center – Tier 3
The Welcome Center Flow
Incoming
Calls
Tier 1
(Triage Welcome Center)
Part Time (25)
· Greet Welcome
· High Customer Service
· Quick Response
· Transfer to appropriate line
Tier 2
(Welcome Center)
Grade 8 Fulltime (20)
1. Supplemental and New, Welcome Center will Quick
Admit
· Pre-req Approval
· Basic Advising
· Payment Info/Options
· Enrollment
· Self-Serve Process
· State Authorization
· Placement Testing
· Prior Learning/Transcripts
· FAFSA
2, Program Seeker, Welcome Center will Quick Admit
· After QA, warm transfer to Advisement
· Or follow-up by advisor if student has not completed
placement testing, etc.
3. HSE
4. CBW
5. If Lead enter into CRM
6. Military
Academic Advisement
New Student?YES
Program Seker YES
Transfer to
appropriate
department/party
NO
Dean of Enrollment
Services
Director or
Enrollment Services
Welcome Center
Manager/Supervisor
….. …..
Tier 1 Leads(2) Tier 2 Leads(2)
Division
Leader
Director
Judicial Affairs and Resolution Center
 Responsible for the interpretation and enforcement of the College’s Student
Code of Conduct and Regulations related to all alleged acts of academic and
non-academic student misconduct.
 Provides proactive programming and educational interventions in an effort to
foster the development of student responsibility and community-minded
behavior.
 Protects the rights of individuals accused of violating College rules and
regulations.
 Provides a fair, supportive, and timely hearing process to address instances of
alleged violations of College rules and policies.
 Establishes and enforces reasonable and clear limits designed to protect the
community and the rights of its members.
Judicial Affairs – Tier 4
1) Call Recording – implement system, standards & training
2) Phone System - “one phone line” & tiered approach
3) Physical Space – Tier 1 & Tier 2 co-located
4) Training Structure – online & in-person training; standards;
customer service & content specific
5) Quality Assurance – standards, dashboard & metrics
6) IVR System – IVR pop-ups, notes & training
7) Website Realignment – align to concept
The Welcome Center - 7 Projects
1) Physical Space - 1st floor location, related department restructuring,
front desk included with supplemental college safety support.
2) Technology - IVR pop-up system, telephone system restructuring, call
monitoring system, and related training development.
3) Structure - Tier 1, Tier 2, Tier 3, and Tier 4.
4) Training - development of training for the positions and Tiered levels
(the focus of the training elements for the pilot phase of the training team).
5) Website - creation of Welcome Center landing page and appropriate
restructuring of all related webpages to support the new model.
The Welcome Center Projects
 Project Management – project charters, scope & requirements
 Forming of Project Teams – expertise needs, size & members
 Timeline of Projects – priority, dependency & alignment
Next Steps
Start
Fri 4/11/14
Finish
Wed
1/27/16
May11,
'14
Jul 27,
'14
Oct 12,
'14
Dec 28,
'14
Mar 15,
'15
May31,
'15
Aug 16,
'15
Nov 1,
'15
Jan 17,
'16
Call recording
Fri 4/11/14 - Wed 10/1/14
Update phone systems
Mon 7/28/14 -Mon 1/26/15
Reorganize physical layout of
department
Mon 7/28/14 -Mon 1/26/15
Develop and implement a
formalized training structure
Tue 1/27/15 - Tue 7/28/15
Quality assurance
Tue 1/27/15 - Tue 7/28/15
IVR and RioCompass
Wed 7/29/15 -Wed 1/27/16
Align website with Welcome
Center
Wed 7/29/15 -Wed 1/27/16
Today

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Welcome Center Overview DRAFT June 2014 (1)

  • 1. Rio Salado College Welcome Center The Wave of the Future Student Affairs & Advancement August 2014
  • 2.  Will assists students and visitors to the college in a modified approach  Will provide a dynamic first point of entry to the college  Will greet hospitably, cordially, and with courtesy on the phone, web, email, chat and in-person The Welcome Center Structure • Space • Technology • Training • Communication
  • 3. To provide timely and accurate information and appropriate services about college programs, services and procedures to students, faculty, staff and the community at large in a manner that is pleasant and inviting in-person, on the phone, and through the public website.  Efficiently and effectively support students  Engage supplemental, program-seeking & special population students  Strengthening the student experience The Welcome Center Vision
  • 4.  To evolve the “One Stop” approach into tiered levels of guided support.  To strengthen the student experience – provide/anticipate student needs at the point of first contact.  To maximize resources to be more efficient and effective centered on the type of student (supplemental or program seeker)  To support SSE, SSI, IMOR2, and SEM initiatives  To redirect resources by establishing a targeted process flow  To provide better overall student and employee experience The Welcome Center Concept
  • 5. Strategic Plan Goals  Goal 1: Teaching & Learning - enrollment processes & resources  Goal 2: Student Success - requirements, retention & goal attainment  Goal 3: People Development & Communication - standard tools & training  Goal 4: Blue Ocean & Innovation – support & engage students Governing Board Outcomes  1.1: University Transfer Education & General Education  1.2: Workforce & Economic Development  1.3: Developmental Education  1.4: Community Development and Civic and Global Engagement The Welcome Center Connection
  • 6.  During non-peak and peak times, we average 50-200 calls per hour, respectively.  Formula was used to determine the staffing needs for the triage model structure.  36% of calls are handled by 3rd party vendor & the Outreach Center for the general phone line which Tier 1 would handle.  64% of calls being new/continuing students that would be handled by the Welcome Center and then warm transferred to Academic Advisement (program seekers). The Data
  • 7. 1) Reduce the rate of transfer calls throughout the college. 2) Improve customer dissatisfaction with services and information provided. 3) Improve phone structure and reporting to better analyze how phones are being used. 4) Improve training and assessment to ensure better customer service 5) Improve structure to more adequately support the diversity of our student population. Business Needs & Challenges
  • 8.  Create a “One Phone Line” approach to better route calls  Enhance the student experience through a tiered approach  Reorganization of the public website  1st floor physical location  Formalized training structure  Incorporate quality assurance measures  Improve customer service and employee engagement  Leverage existing technologies and resources The Welcome Center Ideals
  • 9. Students Tier 1 Tier 2 Tier 3 Tier 4 The Tiers of Service Tier 1 – First Point of Contact & Triage Tier 2 – New & Supplemental Students Tier 3 – Program Seekers Tier 4 – Judicial Affairs & Resolution Center
  • 10.  Greet/welcome all students, staff and visitors to the college  25 part-time staff (existing, new & work study students)  High customer service; friendly; responsive; professional  First-point of contact  Quick Response (~ 3 minutes)  Qualify/switchboard  If General Info – Triage Handles  Directions, Hours, Locations, Services, etc.  Contact Information  If Transfer  Continuing student; Public /General Questions; Direct Line Transfer  If program seeker or non-program seeker  If a new Lead, New or Continuing student, General student inquiry  Lead, New, General will go to Welcome Center (Tier 2) The Welcome Center – Tier 1
  • 11.  Transferred from Tier 1  Call duration ~8-10 minutes  Grade 8, 9 & 10’s  Determine student type – only actual students will go here.  Supplemental and New, Welcome Center will Quick Admit  Pre-requisite approval  Basic Advising  Payment info/options/FAFSA  Enrollment  Self-Serve process  State Authorization  Placement Testing/ Prior Learning/Transcripts  Program Seeker, Welcome Center will Quick Admit  After QA, warm transfer to Advisement  HSE, CBW, Military, etc. – warm transfer  If Lead, enter into CRM The Welcome Center – Tier 2
  • 12.  Academic Advisement  Current staff  Additional focus on program seeking students  RioAchieve Grant expansion  Re-focused for academic advising  Student advocate through student life-cycle  Supplemental support for Welcome Center The Welcome Center – Tier 3
  • 13. The Welcome Center Flow Incoming Calls Tier 1 (Triage Welcome Center) Part Time (25) · Greet Welcome · High Customer Service · Quick Response · Transfer to appropriate line Tier 2 (Welcome Center) Grade 8 Fulltime (20) 1. Supplemental and New, Welcome Center will Quick Admit · Pre-req Approval · Basic Advising · Payment Info/Options · Enrollment · Self-Serve Process · State Authorization · Placement Testing · Prior Learning/Transcripts · FAFSA 2, Program Seeker, Welcome Center will Quick Admit · After QA, warm transfer to Advisement · Or follow-up by advisor if student has not completed placement testing, etc. 3. HSE 4. CBW 5. If Lead enter into CRM 6. Military Academic Advisement New Student?YES Program Seker YES Transfer to appropriate department/party NO Dean of Enrollment Services Director or Enrollment Services Welcome Center Manager/Supervisor ….. ….. Tier 1 Leads(2) Tier 2 Leads(2) Division Leader Director
  • 14. Judicial Affairs and Resolution Center  Responsible for the interpretation and enforcement of the College’s Student Code of Conduct and Regulations related to all alleged acts of academic and non-academic student misconduct.  Provides proactive programming and educational interventions in an effort to foster the development of student responsibility and community-minded behavior.  Protects the rights of individuals accused of violating College rules and regulations.  Provides a fair, supportive, and timely hearing process to address instances of alleged violations of College rules and policies.  Establishes and enforces reasonable and clear limits designed to protect the community and the rights of its members. Judicial Affairs – Tier 4
  • 15. 1) Call Recording – implement system, standards & training 2) Phone System - “one phone line” & tiered approach 3) Physical Space – Tier 1 & Tier 2 co-located 4) Training Structure – online & in-person training; standards; customer service & content specific 5) Quality Assurance – standards, dashboard & metrics 6) IVR System – IVR pop-ups, notes & training 7) Website Realignment – align to concept The Welcome Center - 7 Projects
  • 16. 1) Physical Space - 1st floor location, related department restructuring, front desk included with supplemental college safety support. 2) Technology - IVR pop-up system, telephone system restructuring, call monitoring system, and related training development. 3) Structure - Tier 1, Tier 2, Tier 3, and Tier 4. 4) Training - development of training for the positions and Tiered levels (the focus of the training elements for the pilot phase of the training team). 5) Website - creation of Welcome Center landing page and appropriate restructuring of all related webpages to support the new model. The Welcome Center Projects
  • 17.  Project Management – project charters, scope & requirements  Forming of Project Teams – expertise needs, size & members  Timeline of Projects – priority, dependency & alignment Next Steps Start Fri 4/11/14 Finish Wed 1/27/16 May11, '14 Jul 27, '14 Oct 12, '14 Dec 28, '14 Mar 15, '15 May31, '15 Aug 16, '15 Nov 1, '15 Jan 17, '16 Call recording Fri 4/11/14 - Wed 10/1/14 Update phone systems Mon 7/28/14 -Mon 1/26/15 Reorganize physical layout of department Mon 7/28/14 -Mon 1/26/15 Develop and implement a formalized training structure Tue 1/27/15 - Tue 7/28/15 Quality assurance Tue 1/27/15 - Tue 7/28/15 IVR and RioCompass Wed 7/29/15 -Wed 1/27/16 Align website with Welcome Center Wed 7/29/15 -Wed 1/27/16 Today