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Social Strategies for Successful Student
Engagement
James Davidson
VP Digital and Community Strategy
7Summits
@jdavidson | #hesummit
“A new class of company is emerging – one that
uses collaborative technologies intensively to
connect the internal efforts of employees and to
extend the organization’s reach to customers,
partners and suppliers....”
Social Media is Disrupting Business
McKinsey Global Institute
“The Social Economy: Unlocking value and productivity through Social Technologies” July 2012
Where Value is being Created
Today’s agenda
• Introduction
• Social Business and Community Concepts
• Group Brainstorming
• Wrap Up
First Last Name
Title
Introduction
7Summits At A Glance
COMPREHENSIVE CAPABILITIESSOCIAL BUSINESS SOLUTIONS
EXTERNAL AND INSIDETHE ENTERPRISE
INDUSTRY FOCUS
Select Education Clients
Social Business and
Community Concepts
From:	
  
•  Hoarding	
  Informa-on	
  
•  Web	
  Sites/Portals	
  
•  Management	
  
•  Email	
  /	
  Newsle;ers	
  
•  CRM	
  
•  Baby	
  Boomers	
  
•  User	
  Interfaces	
  
•  Noise	
  
•  Desktop	
  
To:	
  
•  Informa-on	
  Sharing	
  
•  Integrated	
  Social	
  Sites	
  
•  Engagement	
  
•  Collabora-on	
  
•  Social	
  CRM	
  +	
  Communi-es	
  
•  Gen	
  X	
  /	
  Millennials	
  
•  User	
  Experience	
  
•  Insights	
  
•  Mobile	
  /	
  Access	
  Anywhere	
  
The biggest from to shift in a generation
Re-shaping the way you engage students, faculty, staff and partners
• Social media is the default state 1
• Rely on user-generated content to
make life decisions 1
• They absorb and manage
information differently than other
generations1
• Universities that create their own
open communities have a much
greater degree of credibility 2
Millennials / GenX Insights
Sources: 1Bazaarvoice. 2 Onlinecolleges.net
Higher Education Trends
Recruitment / Admissions
• A typical prospective student
now receives 12-18 emails
from 2-4 year public/
private institutions. 1
• CRM is a top priority for
4-year public/private
schools1
• 75-90% of 2-4 year
institutions spend less than
25k annually on their
institutions website1
Student Success / Faculty
• 4-year universities are
experiencing very high
attrition — up to 50% in
some cases. 2
• Higher Ed IT is seeking
to consolidate platforms
(Intranet, websites, portals,
etc). 2
• Classroom delivery models
are shifting to incorporate
more online/digital
Alumni / Advancement Mgt
• Use of accurate data to
drive alumni outreach
strategies is one of the
biggest needs to improving
Alumni Relations 3
• Alumni Relations frequently
find themselves without
the support, resources or
staff needed to perform
effectively 4
Sources: Noel Levitz 1 ACT 2 Hartford 3 Council for Aid to Education 4
Communications Misaligned
Prospects	
  /	
  Students	
  /	
  Alumni	
  
E-­‐mail	
  Print	
   Phone	
   Social	
  Media	
   Mobile	
  
Communica=on	
  Channels	
  
Academic	
  Ins=tu=on	
  
Decrease	
  in	
  effec-veness	
  
The Gap and Opportunity
Online
Community
Opportunity?
Facebook LinkedIn
Student lifecycle continuum
Prospective Student Qualified Prospect Accepted Student Enrolled Student Graduate Alumni
Personally Social Professionally SocialAcademically Social
Online Communities 101
Social Networks vs. Online Communities
The	
  primary	
  purpose	
  of	
  social	
  networks	
  &	
  online	
  communi-es	
  is	
  different	
  
Social	
  Network	
   	
  Online	
  Community
Business
Objectives
Primary Purpose
Relationships
E.g.	
  Facebook	
   E.g.	
  Rate	
  My	
  Professor	
  
Key Community Elements
Philosophy: “Bottom Up” vs. “Top Down”
Profiles: managing identities
(organizational and individual)
Relationships: following/
connecting with others
Presence: knowing when
others are available
Reputation: identifying experts
and advocates
Curated: administratively
controlled content libraries,
reference materials
User-Generated: organically
created content; appropriate for
more dynamic behaviors
Collaborative: collaboration
around specific cases /
initiatives
•  Content types:
•  Discussions, Documents,
Polls, Ideas, Cases, Files
•  Web 2.0/3.0 Effects:
•  Comments, Sharing,
Thanking, Liking, Tagging,
Rating, etc.
X
People Places Content
To Drive Student Loyalty
•  Call deflection and reduce call center costs
•  Students support each other
•  Help students / staff find answers
•  Create a feedback loop
To Drive Productivity and Performance
• Increase transparency
• Streamline communication
• Improve collaboration
• Find talent and expertise
• Enable knowledge sharing
• Reduce emails / unnecessary meetings
To Amplify Brand Message
•  Enhance advocacy
•  Enhance marketing channels
•  Targeted campaigns
•  Launch new degree programs
To Deepen Relationships
•  Nurture competitive intelligence
•  Admissions enablement
•  Engage customers in curriculum development
•  Enable institutional programs
Institutions are adopting online communities across the
institution to achieve measureable business results…
Common Use Cases for Online Communities
Collaborate on
documents/initiatives
Stay informed –
relevant campus
news and updates
Make connections with
content and peers
Share and
discuss
Tap into collective experience of
the students and faculty (Q&A)
Generate and exchange ideas
ENGAGE
CONNECT
SHARE
Find and connect with faculty
and student - perspectives
and content
Online Community Case Studies
18
Student lifecycle continuum
Admission Community Student Support Community Learning Enablement Community Alumni Community
Admissions Community Demo
Video	
  URL:	
  h;ps://www.youtube.com/watch?v=ANJ4ZjuEUhU	
  	
  
Business  Value  &  Results  

SOURCE:	
  Jive	
  customer	
  survey,	
  
(November	
  2012)	
  
30%	
  
Admissions	
  team	
  
produc=vity	
  
Admission	
  counselors	
  spent	
  less	
  =me	
  chasing	
  the	
  student	
  and	
  more	
  
=me	
  interac=ng	
  with	
  them	
  increasing	
  produc=vity	
  30%.	
  
Deposit	
  Melt	
   Overall	
  accepted	
  student	
  summer	
  melt	
  decreased	
  by	
  5%	
  	
  5%	
  
Electrical	
  engineering	
  saw	
  almost	
  double	
  enrollment	
  2X	
  
Enrollment	
  
Numbers	
  
Outbound	
  
Call	
  volume	
  
Admission	
  counselors	
  reduced	
  outbound	
  calls	
  by	
  66%	
  	
  freeing	
  up	
  =me	
  
to	
  interact	
  with	
  prospec=ve	
  students	
  in	
  community.	
  
66%	
  
Reached	
  ‘13	
  applica=on	
  goal	
  nine	
  months	
  early	
  and	
  acceptance	
  goal	
  five	
  
months	
  early.	
  7000+	
  registered	
  members	
  and	
  growing!	
  
Applica=on	
  and	
  
acceptance	
  goal	
  
Applica=on	
  
turnaround	
  =me	
  
Admission	
  counselors	
  spent	
  less	
  =me	
  chasing	
  documents	
  down.	
  We	
  
went	
  from	
  months	
  to	
  weeks!	
  
Reten=on	
  rate	
  from	
  accepted	
  to	
  deposit	
  jumped	
  from	
  30%	
  to	
  38%	
  in	
  
one	
  year	
  	
  
Accepted	
  to	
  Deposit	
  	
  8%	
  
Representative Business Value for Online Communities
Online
Community
Opportunity?
Facebook LinkedIn
Student lifecycle continuum
Prospective Student Qualified Prospect Accepted Student Enrolled Student Graduate Alumni
Personally Social Professionally SocialAcademically Social
Admissions
• Increase qualified students
• Reduce traditional media spend
• Enhance referrals / WOM
• Streamline enrollment processes
• Enhance reputation / perception
• Increase enrollment (fill seats)
• Reduce application processing time
• Increase students starts
Students and Faculty
•  Improve student retention
•  Improve grades and satisfaction
•  Streamlined student onboarding
•  Improved graduation rates
•  Reduced support costs (self-serve)
•  Facilitate student / faculty
collaboration
•  Enable virtual study groups / peer
support
•  Crowdsource research and ideas
Alumni
•  Improved alumni engagement
•  Increased donations
•  Drive event participation
•  Drive student referrals
•  Facilitate student mentoring
•  Capture student success stories
•  Support professional networking
Group Brainstorming
Online Communities - Group Exercise Scenario
Scenario: Your institution is looking to launch an initiative to leverage an online
community to improve engagement and collaboration with 1) Admissions
2) Students 3) Faculty / Staff and 4) Alumni audience(s)
Top goals for your online community initiative are to:
1.  Streamline communication / facilitate sharing of information
2.  Enable self-service and peer support
3.  Streamline institutional processes and operations
As the project team, it is your job to begin the planning process and ensure your
institution has thought through the strategy and plan to implement your online
community
Today’s group breakout will focus on defining “who” we are targeting, and then prioritizing
“what” the critical objectives are. Once defined, these objectives will provide the basis to
identify “how” those objectives can be met (via online communities).
Strategies: HOW can social technologies engage your
audience(s) while meeting your objectives?
Business Objectives: WHAT are the goals of your business?
Audience:
WHO is the
audience
being
targeted?
StakeholderValue:Myneeds
andinterestsare
Technology: WHICH use cases, features and capabilities will
enable you to accomplish your strategies, while meeting your
goals, and engaging your target audience?
Focus on “What” first, “Who” and then “How”
12
3
Group Exercise #1 – Objectives / Opportunities
1.  Identify WHAT specific "improvement
opportunities" exist for your assigned
area
2.  Based on the initial list, prioritize them
based on potential business impact
–  Target 3 to 5 “overarching”
themes
Examples:
• Increase number of applications
• Decrease marketing costs
• Grow number of referrals
• Increase school preference (#1 choice)
• Improve faculty / staff productivity
• Reduce student support costs
• Grow revenue
• Retain students
• Decrease operation costs
• Improve operation efficiency
10
Min
Group Exercise #2 - Audience Value
1.  Based on the improvement opportunities/challenges, identify WHO are the key
"audiences" that are impacted by that area, e.g.:
•  Group 1# - Admissions: Prospective Students, Applicants, Parents, Influencers etc.
•  Group #2 - Students: Undergraduate, Graduate Students, Adult Learners etc.
•  Group #3 - Faculty / Staff: Professors, Advisors, Operational Staff
•  Group #4 - Alumni: Undergraduate, MBA’s
2.  Brainstorm specific value statements for each targeted participant. E.g.:
•  “As a prospective student I can … Ask current students a question about
my preferred degree program”
10
Min
3. Group Exercise #3 Strategies
1.  Review Objectives and Audience(s) & value statements
2.  Identify specific strategies and ways that "social technologies" could be
leveraged to drive value.
Examples:
•  Get questions answered quickly
•  Network with students easily
•  Connect with faculty and staff
•  Engage two-way communications between peers
10
Min
Group Exercise #4 Tactics / Technology
•  Review Objectives, Audiences and Strategies
•  Brainstorm ways you as a program owner can help implement your
proposed strategies using an online community
•  Brainstorm technology and community features that might address
their needs
–  High-level use cases
–  Feature sets
•  Prioritize key features / requirements – what is most important?
10
Min
Wrap Up
Groundswell Book Giveaway
Mention @7summitsagency with hashtag
#hesummit to win a copy of Groundswell.
And
Need more help or a copy of the deck?
@jdavidson
james@7summitsagency.com
7summitsagency.com
ü Full-service implementation partner
strategy, user experience design,
build
ü Experienced across the academic
lifecycle – admissions, student and
faculty engagement, and alumni
relations
ü Deep community experience
ü Over 100+ communities delivered
ü Salesforce community experience
ü Award-winning work
ü Forrester Groundswell award
winner for our work Higher
Education
ü Design awards in Higher Education
ü Measurable business impact:
• MSOE Case Study
• Penn Foster Case Study
7Summits Highlights
Social Strategies for Successful Student Engagement

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Social Strategies for Successful Student Engagement

  • 1. Social Strategies for Successful Student Engagement James Davidson VP Digital and Community Strategy 7Summits @jdavidson | #hesummit
  • 2. “A new class of company is emerging – one that uses collaborative technologies intensively to connect the internal efforts of employees and to extend the organization’s reach to customers, partners and suppliers....” Social Media is Disrupting Business McKinsey Global Institute “The Social Economy: Unlocking value and productivity through Social Technologies” July 2012
  • 3. Where Value is being Created
  • 4. Today’s agenda • Introduction • Social Business and Community Concepts • Group Brainstorming • Wrap Up First Last Name Title
  • 6. 7Summits At A Glance COMPREHENSIVE CAPABILITIESSOCIAL BUSINESS SOLUTIONS EXTERNAL AND INSIDETHE ENTERPRISE INDUSTRY FOCUS
  • 9. From:   •  Hoarding  Informa-on   •  Web  Sites/Portals   •  Management   •  Email  /  Newsle;ers   •  CRM   •  Baby  Boomers   •  User  Interfaces   •  Noise   •  Desktop   To:   •  Informa-on  Sharing   •  Integrated  Social  Sites   •  Engagement   •  Collabora-on   •  Social  CRM  +  Communi-es   •  Gen  X  /  Millennials   •  User  Experience   •  Insights   •  Mobile  /  Access  Anywhere   The biggest from to shift in a generation Re-shaping the way you engage students, faculty, staff and partners
  • 10. • Social media is the default state 1 • Rely on user-generated content to make life decisions 1 • They absorb and manage information differently than other generations1 • Universities that create their own open communities have a much greater degree of credibility 2 Millennials / GenX Insights Sources: 1Bazaarvoice. 2 Onlinecolleges.net
  • 11. Higher Education Trends Recruitment / Admissions • A typical prospective student now receives 12-18 emails from 2-4 year public/ private institutions. 1 • CRM is a top priority for 4-year public/private schools1 • 75-90% of 2-4 year institutions spend less than 25k annually on their institutions website1 Student Success / Faculty • 4-year universities are experiencing very high attrition — up to 50% in some cases. 2 • Higher Ed IT is seeking to consolidate platforms (Intranet, websites, portals, etc). 2 • Classroom delivery models are shifting to incorporate more online/digital Alumni / Advancement Mgt • Use of accurate data to drive alumni outreach strategies is one of the biggest needs to improving Alumni Relations 3 • Alumni Relations frequently find themselves without the support, resources or staff needed to perform effectively 4 Sources: Noel Levitz 1 ACT 2 Hartford 3 Council for Aid to Education 4
  • 12. Communications Misaligned Prospects  /  Students  /  Alumni   E-­‐mail  Print   Phone   Social  Media   Mobile   Communica=on  Channels   Academic  Ins=tu=on   Decrease  in  effec-veness  
  • 13. The Gap and Opportunity Online Community Opportunity? Facebook LinkedIn Student lifecycle continuum Prospective Student Qualified Prospect Accepted Student Enrolled Student Graduate Alumni Personally Social Professionally SocialAcademically Social
  • 14. Online Communities 101 Social Networks vs. Online Communities The  primary  purpose  of  social  networks  &  online  communi-es  is  different   Social  Network    Online  Community Business Objectives Primary Purpose Relationships E.g.  Facebook   E.g.  Rate  My  Professor  
  • 15. Key Community Elements Philosophy: “Bottom Up” vs. “Top Down” Profiles: managing identities (organizational and individual) Relationships: following/ connecting with others Presence: knowing when others are available Reputation: identifying experts and advocates Curated: administratively controlled content libraries, reference materials User-Generated: organically created content; appropriate for more dynamic behaviors Collaborative: collaboration around specific cases / initiatives •  Content types: •  Discussions, Documents, Polls, Ideas, Cases, Files •  Web 2.0/3.0 Effects: •  Comments, Sharing, Thanking, Liking, Tagging, Rating, etc. X People Places Content
  • 16. To Drive Student Loyalty •  Call deflection and reduce call center costs •  Students support each other •  Help students / staff find answers •  Create a feedback loop To Drive Productivity and Performance • Increase transparency • Streamline communication • Improve collaboration • Find talent and expertise • Enable knowledge sharing • Reduce emails / unnecessary meetings To Amplify Brand Message •  Enhance advocacy •  Enhance marketing channels •  Targeted campaigns •  Launch new degree programs To Deepen Relationships •  Nurture competitive intelligence •  Admissions enablement •  Engage customers in curriculum development •  Enable institutional programs Institutions are adopting online communities across the institution to achieve measureable business results…
  • 17. Common Use Cases for Online Communities Collaborate on documents/initiatives Stay informed – relevant campus news and updates Make connections with content and peers Share and discuss Tap into collective experience of the students and faculty (Q&A) Generate and exchange ideas ENGAGE CONNECT SHARE Find and connect with faculty and student - perspectives and content
  • 18. Online Community Case Studies 18 Student lifecycle continuum Admission Community Student Support Community Learning Enablement Community Alumni Community
  • 19.
  • 20. Admissions Community Demo Video  URL:  h;ps://www.youtube.com/watch?v=ANJ4ZjuEUhU    
  • 21. Business  Value  &  Results   SOURCE:  Jive  customer  survey,   (November  2012)   30%   Admissions  team   produc=vity   Admission  counselors  spent  less  =me  chasing  the  student  and  more   =me  interac=ng  with  them  increasing  produc=vity  30%.   Deposit  Melt   Overall  accepted  student  summer  melt  decreased  by  5%    5%   Electrical  engineering  saw  almost  double  enrollment  2X   Enrollment   Numbers   Outbound   Call  volume   Admission  counselors  reduced  outbound  calls  by  66%    freeing  up  =me   to  interact  with  prospec=ve  students  in  community.   66%   Reached  ‘13  applica=on  goal  nine  months  early  and  acceptance  goal  five   months  early.  7000+  registered  members  and  growing!   Applica=on  and   acceptance  goal   Applica=on   turnaround  =me   Admission  counselors  spent  less  =me  chasing  documents  down.  We   went  from  months  to  weeks!   Reten=on  rate  from  accepted  to  deposit  jumped  from  30%  to  38%  in   one  year     Accepted  to  Deposit    8%  
  • 22. Representative Business Value for Online Communities Online Community Opportunity? Facebook LinkedIn Student lifecycle continuum Prospective Student Qualified Prospect Accepted Student Enrolled Student Graduate Alumni Personally Social Professionally SocialAcademically Social Admissions • Increase qualified students • Reduce traditional media spend • Enhance referrals / WOM • Streamline enrollment processes • Enhance reputation / perception • Increase enrollment (fill seats) • Reduce application processing time • Increase students starts Students and Faculty •  Improve student retention •  Improve grades and satisfaction •  Streamlined student onboarding •  Improved graduation rates •  Reduced support costs (self-serve) •  Facilitate student / faculty collaboration •  Enable virtual study groups / peer support •  Crowdsource research and ideas Alumni •  Improved alumni engagement •  Increased donations •  Drive event participation •  Drive student referrals •  Facilitate student mentoring •  Capture student success stories •  Support professional networking
  • 24. Online Communities - Group Exercise Scenario Scenario: Your institution is looking to launch an initiative to leverage an online community to improve engagement and collaboration with 1) Admissions 2) Students 3) Faculty / Staff and 4) Alumni audience(s) Top goals for your online community initiative are to: 1.  Streamline communication / facilitate sharing of information 2.  Enable self-service and peer support 3.  Streamline institutional processes and operations As the project team, it is your job to begin the planning process and ensure your institution has thought through the strategy and plan to implement your online community
  • 25. Today’s group breakout will focus on defining “who” we are targeting, and then prioritizing “what” the critical objectives are. Once defined, these objectives will provide the basis to identify “how” those objectives can be met (via online communities). Strategies: HOW can social technologies engage your audience(s) while meeting your objectives? Business Objectives: WHAT are the goals of your business? Audience: WHO is the audience being targeted? StakeholderValue:Myneeds andinterestsare Technology: WHICH use cases, features and capabilities will enable you to accomplish your strategies, while meeting your goals, and engaging your target audience? Focus on “What” first, “Who” and then “How” 12 3
  • 26. Group Exercise #1 – Objectives / Opportunities 1.  Identify WHAT specific "improvement opportunities" exist for your assigned area 2.  Based on the initial list, prioritize them based on potential business impact –  Target 3 to 5 “overarching” themes Examples: • Increase number of applications • Decrease marketing costs • Grow number of referrals • Increase school preference (#1 choice) • Improve faculty / staff productivity • Reduce student support costs • Grow revenue • Retain students • Decrease operation costs • Improve operation efficiency 10 Min
  • 27. Group Exercise #2 - Audience Value 1.  Based on the improvement opportunities/challenges, identify WHO are the key "audiences" that are impacted by that area, e.g.: •  Group 1# - Admissions: Prospective Students, Applicants, Parents, Influencers etc. •  Group #2 - Students: Undergraduate, Graduate Students, Adult Learners etc. •  Group #3 - Faculty / Staff: Professors, Advisors, Operational Staff •  Group #4 - Alumni: Undergraduate, MBA’s 2.  Brainstorm specific value statements for each targeted participant. E.g.: •  “As a prospective student I can … Ask current students a question about my preferred degree program” 10 Min
  • 28. 3. Group Exercise #3 Strategies 1.  Review Objectives and Audience(s) & value statements 2.  Identify specific strategies and ways that "social technologies" could be leveraged to drive value. Examples: •  Get questions answered quickly •  Network with students easily •  Connect with faculty and staff •  Engage two-way communications between peers 10 Min
  • 29. Group Exercise #4 Tactics / Technology •  Review Objectives, Audiences and Strategies •  Brainstorm ways you as a program owner can help implement your proposed strategies using an online community •  Brainstorm technology and community features that might address their needs –  High-level use cases –  Feature sets •  Prioritize key features / requirements – what is most important? 10 Min
  • 31. Groundswell Book Giveaway Mention @7summitsagency with hashtag #hesummit to win a copy of Groundswell. And Need more help or a copy of the deck? @jdavidson james@7summitsagency.com 7summitsagency.com
  • 32. ü Full-service implementation partner strategy, user experience design, build ü Experienced across the academic lifecycle – admissions, student and faculty engagement, and alumni relations ü Deep community experience ü Over 100+ communities delivered ü Salesforce community experience ü Award-winning work ü Forrester Groundswell award winner for our work Higher Education ü Design awards in Higher Education ü Measurable business impact: • MSOE Case Study • Penn Foster Case Study 7Summits Highlights