Essentials of Enrolment Management and Planned Organizational Change

1. Essentials of Enrolment Management and Planned Organizational Change Presentation to the National Conference of the RCCFC November 3, 2006 Victoria J. LaFore, Vice President, Consulting Services

2. Who we are • A firm specializing in higher education marketing, student recruitment, student retention, financial aid services, market research, Web and e-communications, student recruitment publications, and professional development for enrolment managers • Employ 93 full-time consultants, analysts, support staff, and enrolment management specialists, plus over 60 part-time associates who are currently among the best enrolment management practitioners at colleges and universities nationally • Offices are currently in Iowa City, Iowa; Centennial, Colorado; and Braintree, Massachusetts

3. Who we are • Have partnered with over 1,700 colleges and universities, public and private, two-year, four-year, and graduate/professional, in all 50 states, all Canadian provinces, and six countries abroad • Over 300 institutions, draw upon our consulting services annually • More than 700 institutions use our retention products and services annually to reduce student attrition

4. Who we are • More than 2,500 educators attend our conferences, institutes, and workshops annually. This includes the Noel-Levitz National Conference on Student Recruitment, Marketing, and Retention and regional best practice workshops.

5. Noel-Levitz mission • As the industry leader, to provide strategic enrolment solutions to our college and university partners so they fully realize their institutional missions

6. Noel-Levitz values • Mission-oriented: We are proud that our work supports the important mission of higher education • Integrity: We maintain our reputation and good name with our high ethical standards and by doing what is right for our clients and each other • Teamwork: We embrace teamwork and collaboration to achieve superior results for the company and our clients • Individual responsibility: We reward a strong work ethic, standards of excellence, and individual performance • Individual growth: We develop talent from within and embrace continuous learning among our staff

7. Noel-Levitz values • Communication: We share extensive information on company performance because we want every staff member to understand an embrace our organizational goals. • Responsive: We create industry-leading solutions by improving existing services and developing new solutions in response to market needs • Fiscally responsible: We meet or exceed our annual financial performance goals • Impact: We deliver exceptional service resulting in high levels of client satisfaction, customer retention, and measurable client results • Workplace environment: We value our employees and strive to create a positive environment in which to work.

8. Enrolment management consulting: recruitment, financial aid, and student retention Market research Financial aid impact analyses Predictive modeling for recruitment Publications and Web site development Student satisfaction assessment Quality service training programs Staff and advisor development programs Early-alert retention program National surveys Workshops, conferences, and institutes Profile of Noel-Levitz

9. Understanding enrolment management … • Enrolment management is more than the recruitment of new students

10. Planned organizational change Desired Enrolment State Formulating Strategies for Long-Term Success Developing the Essentials Creating an Information Driven Culture Present Enrolment State

11. Developing the essentials of enrolment management • Exceptional enrolment leadership • A comprehensive strategic enrolment management plan • Development of annual recruitment and retention plans • Clear and realistic goals – annual and strategic • An effective organizational structure • Engaging the entire institutional community and constituents • A trained and talented enrolment team • Adequate resources

12. Developing the essentials of enrolment management • Effective operational processes • Efficiently building and managing the enrolment funnel for new and continuing students • Proactive positioning and relationship building with new and continuing students • Aligning financial aid to institutional goals • An institutional service philosophy with student-centered policies and procedures

13. Developing the essentials of enrolment management • Delivery of quality academic programs • Course offerings that facilitate student progression and graduation • Quality and availability of student support services • Faculty engagement in student success • Proactive developmental advising programs • Intervention programs

14. Creating an Information Driven Culture • Developing of a comprehensive prospective and continuing student information system and database • Creating relevant reports • Making decisions based on information analysis

15. Formulating strategies for long-term success • Reaffirming institutional mission • Shaping the institutional image and competitive position • Formulating long-term pricing strategies • Changing the student profile • Evaluating programs, services and delivery methods • Cultivating the institution's constituents involvement in and commitment to strategic directions

16. Formulating strategies for long-term success • Developing appropriate growth strategies • Identifying potential strategic alliances and creative revenue streams

17. Enrolment growth strategy matrix Existing Programs/Services New Programs/Services Existing Markets Market Penetration Product Development New Markets Market Development Diversification

18. Questions/discussion