A Partnership to Enhance Student On-boarding, Retention ...€¦ · Obstacles Hamper Student...

Student Success Collaborative TM

A Partnership to Enhance Student

On-boarding, Retention, and Success

Presentation to Houston Guided Pathways to Success Momentum Year Symposium March 29, 2017

College and university members

1,300+

Research interviews per year

10,000

Course records in our student success analytic models

250M+

Student interactions

1.2B

Start with best

practices research

› Research Forums for presidents,

provosts, chief business officers, and

key academic and administrative

leaders

› At the core of all we do

› Peer-tested best practices research

› Answers to the most pressing issues

Then hardwire those insights

into your organization using our

technology & services

Enrollment Management

Our Royall & Company division provides data-driven undergraduate and graduate solutions that target qualified prospective students; build relationships throughout the search, application, and yield process; and optimize financial aid resources.

Student Success

Members, including four- and two-year institutions, use the Student Success Collaborative™ combination of analytics, interaction and workflow technology, and consulting to support, retain and graduate more students.

Growth and Academic Operations

Our Academic Performance Solutions group partners with university academic and business leaders to help make smart resource trade-offs, improve academic efficiency, and grow academic program revenues.

©2016 The Advisory Board Company eab.com 3

Leveraging Technology, Research, and Consulting to Drive Outsized Improvements

Our Differentiated Three Part Approach

Research

Consulting Technology

Strategic, customized approach to implementations and support

Proven best practices to help leaders drive change management

Product innovation based in research, driven by members

At EAB, we imagine an intelligent

campus, deeply but invisibly wired

with analytics that empower

students and those who care for

them with the information and tools to

make smarter, more rewarding

decisions along the path to realizing

their full potential while having the

best possible education experience.


Obstacles Hamper Student Retention, Graduation, and Outcomes at Every Turn

“What Transfer Trends Mean for Access, Admission, and Success” – National Student Clearinghouse, 2016; “What We Know About Transfer” - CCRC, 2015; “ NACADA Professional Advisor Load, 2013. .

A Challenging Process for Students Navigating Higher Education

Two-year

56%

62%

60%

500+:1

of applicants lost before day one

of students report advising needs are not met

38% of 2-year students graduate or transfer within three-years

of four-year students graduate in six-years

median student to advisor ratio

16.5 average excess credits earned by bachelor’s completing students

Four-year

Transfer

30% of 2-year students who plan to transfer successfully do


Onboarding, Communication, Academic Planning and Access to Staff Critical At Pivotal Student Milestones

Key Challenges At Each Phase of the Student Life Cycle

Transfer Challenges Two-Year Challenges Four-Year Challenges

Guided onboarding with custom steps individualized to student needs

Smart academic planning matches students to best-fit careers, meta majors, relevant coursework

Student-facing application extends support through automated and personalized guidance

Comprehensive coordinated care network improves support effectiveness

Two-Year Solution

• Limited onboarding support results in students getting off track early

• Lack of support and structure in course selection leads to poor academic planning

• Large advising loads do not allow for personalized guidance and on-time interventions

Four-Year Solution

Automated credit evaluation estimates

Customized checklist of application to-dos ensures prospects stay on track

Major and career information student exploration

Transfer Solution

• Credit evaluations are typically not accessible prior to application and admission

• Limited resources to support prospective transfer questions and ensure documents in place for successful enrollment

• Missing connection between careers and academics. Degree plans in place are often too rigid or not structured enough

• Lack of personalized guidance and nudging decreases student engagement

• Difficulty in determining and predicting at risk students and populations

• Inability to track student progress and risk in real time delays intervention and course correction

Predictive ‘safety net’ finds and focuses support efforts on hidden early problems


Smart academic planning matches students to best-fit careers, relevant coursework



Onboarding, Communication, Academic Planning and Access to Staff Critical At Pivotal Student Milestones







Two-Year Solution




Four-Year Solution




Transfer Solution












Early Attrition Threatens Mission on All Three Fronts: Access, Affordability, and Completion

Just the Messenger

Leaky Pipeline Now Hemorrhaging Dropouts

8 Completers

100 Applicants

56 Applicants lost during onboarding¹ 11

Students drop out between the first and second terms

8

Remaining students drop before earning a credential

17 Students drop out between the first and second years

EAB data analysis across 156 two-year public community colleges for which application and enrollment data is available.

Source: Complete College America, “Time is the Enemy,” Sept. 2011; Susie DePianto, “Helping prospective students make decisions about their future,” The Keyword, Google, Sept. 30, 2016; National Conference of State Legislatures, “Performance-Based Funding for Higher Education,” July 2015; EAB interviews and analysis.

Falling Down on

ACCESS Failing to Deliver on

AFFORDABILITY Missing the Mark on

COMPLETION


Student Research Reveals Greater Need for Organization in Experience Across Lifecycle

Free Advice from Your Students

Make More Sense, Not More Programs

Source: EAB interviews and analysis.

Help Me Find My Way

“The first few days are so overwhelming, I almost felt like quitting before I got started. I

just wish there was more help.”

I’m Struggling to Set Goals

“There are so many [program] choices, I don’t know which I’m supposed to pick. What if I pick

wrong? How would I know?”

My ‘Plan A’ Fell Through

“I thought I could do it all, but then I ran into money problems

and needed to pick up extra shifts at work. I felt desperate.”

Give Me What I Want

“The college bureaucracy is frustrating. But if I get what I

need from this experience when I need it, this will all be worth it.”

Smart Academic Planning

Sequenced Degree Maps

Real-time Alerts, Guidance

Guided Onboarding

Streamlined Onboarding Guidance

Progress Tracking

360º Advisor Interactions

Proactive Advising

Relevant Student Support Services

Data-Driven Administration

Optimized Course Schedules

Course Milestones

Incoming Student

On-Time Graduate

Anxiety in First Visit to

Campus

Delayed Introductory

Sequence

Repeat Course

Withdrawals

Locked Out of Critical Courses

Skipping Enrollment

Steps

Indecision Choosing a

Major

Life Gets in the Way of

Goals

What We Heard From Student Research

Common Roadblocks on Path to Graduation


A Real-Life Example – Student Onboarding Process Mapping -

BEFORE

Application through to ‘Day One’ – current day


Onboarding, Communication, and Access to Staff Critical At Pivotal Student Milestones







Two-Year Solution




Four-Year Solution




Transfer Solution












Transfer is a Large Market With Pressing Challenges

Sources: http://www.aacc.nche.edu/AboutCC/Documents/FactSheet2015.pdf, Davis Jenkins and John Fink, “What We Know About Transfer,” Community College Research Center, 2015; “What National Transfer Trends Mean for Access, Admission and Success,” National Clearing House 2015. EAB Analysis of IPEDS Data.

Transfer Portal Addresses Key Obstacles for Students and Institutions

• ~70% of 2-year students who intend to transfer don’t

• Lack of advising / information on transfer

• Large caseloads for transfer admissions counselors

• 4M potential 4-year transfers are lost annually

• Information around 4-year options lacking for prospective transfers

Inadequate Advising

• >50% of prospects call the transfer process “challenging”

• Long, complicated application process with poorly advertised deadlines

• Confusing credit equivalency process

Long, Confusing Admissions Process

Lack of Outreach and Engagement

The Transfer Market: Large and Growing

54% of students completing bachelors were previously enrolled at a 2-year 15% projected growth in full-time 2-year

enrollment between 2015 and 2025

Multiple Obstacles Exist in Transfer Process

Portal Addresses Key Challenges

Automated, Real-time Credit Estimation

• Prospects can explore majors and career paths and see how their coursework will transfer

• This enables them to assess time-to-degree and ensure they are taking courses that align with their target programs

Personalized Checklist to Guide Prospects to Enrollment

• Prospects receive a checklist with steps needed to apply and enroll

• Reminders keep prospects on track

Admissions-Facing Dashboard

• Admissions can track where prospects are in the funnel

• Identify equivalency issues

• Target specific populations

• Generate additional leads

http://www.aacc.nche.edu/AboutCC/Documents/FactSheet2015.pdf


Portal Results in Increased Yield and Enrollment While Freeing Up Admissions Staff

Portal User Flow and Impact

Student Portal

Admin

Automated, Real-time Credit Estimation

• Portal provides exploration of different majors and associated career paths

• Students enter prior coursework and AP, IB, and CLEP credit

• Credit estimation tool provides estimate of how courses will transfer for each program and suggests additional best-fit majors

Personalized Checklist to Enrollment

• Personalized checklist and reminders nudge students towards completing key steps to ensure on-time application completion and enrollment

Administrative Dashboard

• Portal utilization dashboard provides insight into profile completions, applications, and deposits

• Course equivalency analytics identify areas for improved curricular alignment and potential new transfer pathways

• Segmentation of portal users enables admission to identify strong fits and reach out directly to specific students or populations

2x increase in yield among Portal users

13%+ increase in transfer enrollment

50% reduction in admissions staff time

Views Actions Impact


Onboarding, Communication, and Access to Staff Critical At Pivotal Student Milestones







Two-Year Solution




Four-Year Solution




Transfer Solution












Even the Most Well-Resourced Advising Offices Can’t Catch All the Problems Before They Escalate

14

Traditional Approaches Costly, Difficult to Scale

Time

An All Too Familiar Story

Stu

den

t R

ete

nti

on

“H

ealt

h”

Starts Fine Finishes first year with 2.5 GPA

Makes a Mistake Forgets FAFSA, misses out on financial aid

Tries to Fix Works longer hours, neglects coursework

Spirals Lower Misses classes, does poorly on midterms Ends in Distress

Fails two courses and is placed on probation

Cost to Course-Correct

Low-Effort Early Intervention

• Nudge reminder and FAFSA process support

High-Effort Late Intervention

• Intensive tutoring to quickly improve GPA

• Emergency assistance to avoid bursar hold

• Counseling support to rebuild confidence

Advisors become aware of the problem

Well-resourced advising office 300:1 ratio

meetings per student per year 2.7 days between

meetings 61 20% No-shows for meetings

Why Can’t We Catch More Problems, Earlier? Even the Best Advising Offices Are Severely Constrained by Capacity

What might make capacity even tighter?

• Higher student-to-advisor ratios

• Heavy reliance on faculty advisors


Complexities in Navigating Degree Planning Lead to Unintended Delays

Which Factors Delay On-Time Graduation?

UW-Madison, 2014 Data Represents Average Time Added per Event

4.5 mo.

Discontinuous enrollment the greatest cause of delays

Per Part-Time Term

2.6 mo.

URM1 0

First-Gen1 0

Per Stop-Out 17 mo.

Uninformed degree planning adds time, regardless of ability

Under-loading

6 DWF Credits 4 mo.

College/School Change

2 mo.

Study Abroad 1.5 mo.

Double Major 1 mo.

High-demand majors take longer

STEM 2 mo.

Nursing

Engineering 2 mo.

Business 1 mo.

2 mo.

+1 Term +1 Term +1 Term +1 Term 4-Year Degree

Under-preparation Capacity

Constraints

Credit Underloads Unguided Choice + Co-Curricular Enrichment

The Slippery Slope to Six Years

$7,000+ added debt

2+ years missed salary

Source: University of Wisconsin-Madison, “Predictors of Time‐to‐Degree for Recent UW‐Madison Undergraduates,”

December 2014; EAB interviews and analysis.

1) Underrepresented minority and first-generation student status did not predict delays after controlling for other factors


Finding and Supporting These Students Requires a Risk “Safety Net” Built on Data Analytics

Most Schools Overlooking a Big Opportunity in the “Murky Middle”

1) Large Public University (69% Overall Graduation Rate)

Calculus Precalculus Introduction to Biology Introduction to Chemistry

63%

40%

23% 22%

A B C D/F

85% 78%

69%

24%

A B C D/F

83% 78% 67%

25%

A B C D/F

64%

52%

28% 21%

A B C D/F

High Risk Cases

Most do not return for a second year

Low Risk Cases

Vast majority will ultimately graduate

FIRST YEAR GPA 2.0

Murky Middle

Outcome difficult to predict without advanced data

Case in Point: Early Course Grades Can Pinpoint Who is Heading for Trouble Graduation Rate in Biology Major by Course Grade1

FIRST YEAR GPA 3.0

84%

48%

Return for a second year

Graduate within six years

(SSC national data)

70% of Murky Middle attrition occurs in the second year or later

Credit Progress

Course Grades

Course Timing

Academic Factors Predictive of Risk

©2016 The Advisory Board Company eab.com 17 ©2015 The Advisory Board Company • 32029 • eab.com

Bringing Guided Pathways to Life with the Student Success Collaborative

New Model Offers Transformative Promise, But Technology Crucial to Operationalize and Scale

Sources: American Association of Community Colleges; EAB interviews and analysis.

17

Guided Onboarding with Custom Enrollment Steps Individualized to Each Incoming Students’ Needs

Smart Academic Planning Matches Students to Best-Fit Careers and Relevant Courses

360º Advisor Dashboard empowers frontline staff to meaningfully reach cohort

Actionable Administrator View gives leaders relevant data to serve students and report on outcomes

Clarify Paths to End Goals

Help Students Choose and Enter a Pathway

Help Students Stay on Path

Ensure All Students Are Learning

Balancing structure with flexibility for part-timers to…

Empowering advisors as completion coaches to…

Highlighting the most relevant data for leaders to…

Providing personalized support at entry for all students to…

Pathways Project Pillars Platform Features


But Universities Must First Learn How to Fully Leverage Next-Gen Modalities

Direct to Student Platform Can Help More Students Stay on Path

Define a Customized Path

Proactively Prompt Actions

Connect with Resources

Escalate to Specialists

Validate When Back On Path

Notify When Off Path

• Onboarding and Orientation

• Campus Engagement

• Academic Support

• Major Exploration

• Career Preparation

• Student Finances

• Logistics and Paperwork

Today’s Students Demand Support That Is Proactive, Customized, and Delivered Just in Time

8 years of research 250 student interviews 9,000 student surveys

Blunt Approaches to Digital Communications Miss the Mark with Students

Online portals are passive and organized around budget lines, not student needs

Generic e-mails are easy to ignore and often use an cold, administrational tone

Existing College apps are often just mobile versions of the passive portal


A Personalized Solution to Encourage Meaningful Exploration

Next Generation Academic Planning - Student Education Plans (SEPs)

Analyze Trends

Best-Fit Scheduling

Built-in scheduling and registration help students create plans that fit their unique needs

Campus Integration

Facilitated advisor interactions through Campus, including ability for advisor to view, edit, and approve student plans

Smart Templates

Program templates based on source system degree rules and historical analyses (success markers) or existing degree maps

Guided Course Exploration

Student planning tools that incorporate time-to-degree, degree milestones, student interests, and academic exploration


Networked Support Expands Capacity for High-Risk Cases and Ultimately Serves All Students Better

A Collaborative Approach to High-Touch Care

The Coordinated Care Network

Academic Support

Front-line Staff

• Advisors • Faculty • Specialists

Career Center

Effectiveness Feedback Loop

Leadership

Utilization reports

Impact analyses

Financial Aid

Case Referrals Proactive

Intervention

SSC

SSC

Front-line staff collaborate with support offices on cases

More precise identification of risk

Better targeted advice and support

Greater return on retention investments

Risk analytics classify high, med, and low risk students

Leadership continuously improves the system 1 2 3

High-Touch Care

Self- Referral

Shared Notes

High-Touch Care Improves Outcomes for High-Risk Students

• 13,555 students

• 8 institutions

High-touch care:

• Personalized attention

• Basic skills coaching

• Frequent contact

• Facilitated connection to support services

12-month retention

Degree completion

+5.3% +4.0%

Bettinger and Baker (2011) The Effects of Student Coaching in College: An Evaluation of a Randomized Experiment in Student Mentoring. https://cepa.stanford.edu/sites/default/files/bettinger_baker_030711.pdf

https://cepa.stanford.edu/sites/default/files/bettinger_baker_030711.pdf


Swept Up in the Analytics “Gold Rush,” Most Schools Now Wondering If They Can Turn Insight Into Action

Student Success Collaborative|Campus

Source: Gartner (2013)

The Promise (and Perils) of Student Success Analytics

Descriptive What happened?

Prescriptive What should I do?

Decisions

Diagnostic Why did it happen?

Predictive What will happen? Actions

1

2

3

4

Degree of Human Interpretation

Effort

Analytics Types

Student Success Analytics Are Much More Than Just a Predictive Model

Descriptive Diagnostic Predictive Prescriptive

Student-Generated Data

Institutional Data

How Do We Make Use of Analytics?

Which of our majors have the lowest graduation rates?

Do these majors have unusually high DFW rates?

Which students are unlikely to complete in this major?

Are there majors where they are more likely to succeed?


Scenario Planning

Academic Pathway Builder

Course Scheduling & Registration

Advisor View & Template

Builder

Plan-Driven Analytics

Major Explorer

Non-Curricular Pathways

Appointment Scheduling

Nudging & Reminders

Success Marker Courses

(4 Year only)

Indicated on Academic Planning template builder and throughout course recommendations

Risk Analytics

Incorporated into Major Explorer, What-if Scenarios; Informed by Academic Planning Advisor

Workflow Dashboard

Integrated Academic Planning view, augmented reporting and campaign functionality

Academic

Planning

Student

Facing

Platform

Advisor and

Staff Solution

Major & Career Exploration

Comprehensive Pathways

Term-Over-Term Support

Administrative Applications

Combining Academic Planning, Student and Advisor/Staff Solutions


Consistent Infrastructure and Approach For Student Success Across the Lifecycle Achieves Outsized Results

“What Transfer Trends Mean for Access, Admission, and Success” – National Student Clearinghouse, 2016; “What We Know About Transfer” - CCRC, 2015; “ NACADA Professional Advisor Load, 2013. .

Comprehensive Approach to Student Success Critical to Meeting Goals

Two Year

Average Expected Results

Four Year

Average Expected Results

Transfer Average Expected Results

+4.5%

+5.1%

+4.3%

increase in application-to-enrollment rates

increase in 12-month retention rate

Increase in graduation rate

2x increase in yield

13% increase in transfer enrollment

+3.5% improvement over national fall-to-spring persistence rates for developmental students

©2016 The Advisory Board Company eab.com 25 ©2015 The Advisory Board Company • 32029 • eab.com

Our Network of Support Focused on Your Success

EAB Staff Serve as Trusted Advisors, Project Managers, and Ongoing Support Resource

Source: EAB interviews and analysis.

25

College Technical Support supports data and integration needs on ongoing basis

Data Scientists Analyzes successful student trajectories and student behaviors from your college

Research Team Identifies best practice process recommendations that fit with your college

Your Dedicated Consultant Serves as your single point of contact for the project, assembling a team to help your college achieve its goals

UX Design Team Designs a student-centric user experience based on field research and testing

An Extension of Your On-Campus Team

“Professional development occurs anytime you get EAB staff in the room with your college staff...Failure is not an option with EAB. The EAB staff bring tenacity and creativity to every problem we face. Unlike other vendors we work with, EAB is just as committed to the success of our students as we are.”

Vice President of Student Success Midwest Community College

An Indispensable Part of Your Strategic Plan

"If the Governor came to me today and said I had to cut budget, the last thing that I would cut before faculty lines is EAB. That's how much I believe in this project, that's how much I believe in this partnership."

President Northeast Community College

Supporting a Revolutionary Solution

"The more we work with EAB, the greater my enthusiasm for the platform and its ramifications for our students. I firmly believe that this product can revolutionize the student experience and help students attain success."

Director of Advising and Career Services Mid-Atlantic Community College

Dedicated Business Analyst Ensures comfort with and supports data and integration needs on ongoing basis

©2016 The Advisory Board Company eab.com 26 ©2015 The Advisory Board Company • eab.com

Dedicated Change Management Support

Our Dedicated Consulting Team Starts Working from Day One to Create a Self-Sustaining Student Success Initiative and Drive Continuous Progress at Your Institution

Student Success Collaborative|Campus

26

Sample Consulting Activities During SSC Implementation

Organizational Readiness Student Success Strategy

Your dedicated consultant collaborates with your team to drive initiative momentum through expectation setting, communicating value to stakeholders, building urgency, and securing campus buy-in.

Data-Driven Decision Making

To ensure a successful launch, your dedicated consultant will work with your team to identify the highest potential pilots, plan user training, and set utilization expectations and strategy.

Your dedicated consultant will work with you to evaluate your institution’s overall readiness for the SSC initiative, identify potential barriers, and develop a customized implementation strategy.

Resources:

• Organizational Readiness Assessment

Using discovery conversations and our technology auditing process, your dedicated consultant learns about your current advising and tutoring processes and recommends modifications that integrate SSC—Campus based on best practices.

Process Optimization

Resources:

• Advisor Survey

• Advising Technology Workflow Optimization

Resources:

• Communications Planning Toolkit

• Kickoff Onsite

Communications and Leadership Rollout and Training Strategy

Resources:

• Pilot Selection Data Analyses

• Best Practices and Case Studies

Leveraging extensive student success experience, we will work with you to set appropriate targets, identify key areas of focus, and outline a master plan based on your institution’s unique initiatives and goals.

Resources:

• Best Practice Research

Your dedicated consultant supports campus leadership in planning and taking action based on insights from current and historical SSC data, creating a campus culture that embraces data.

Resources:

• Opportunity Assessment Onsite

• Historical Analytics Trainings

2445 M Street NW, Washington DC 20037

P 202.266.6400 F 202.266.5700 eab.com

A Partnership to Enhance Student On-boarding, Retention ...€¦ · Obstacles Hamper Student...

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Transcript of A Partnership to Enhance Student On-boarding, Retention ...€¦ · Obstacles Hamper Student...