1. Erin Webb, Deputy Registrar
Achieving with uAchieve Planner: An Implementation Journey
Erin Webb, Deputy Registrar

2. Session Agenda About University of California, Merced Preparation
Implementation
Launch
Reporting
Do’s, Don’ts, Tips, Tricks

3. Overall Enrollment
7967
Undergraduates
7375
Graduates
592

4. 7,967 UNDERGRADUATE STUDENTS99 %
of UC Merced students are from California
35%

5. uAchieve Planner Implementation
May 2016: Where we were
February 2017: Where are we now
Banner 8
uAchieve 4.3
Darwin Interactive Audit through Self- Service Banner (SSB)
Banner 8
uAchieve 4.3
Ellucian Cloud Services (AHS)
uAchieve Self-Service
uAchieve Planner

6. Preparation

7. Preparation
Meet with deans, directors, IT, academic advisors, and other interested parties
Form project implementation team
Create project timeline
Review and revise four-year plans—standardize across campus if possible!
Decide to use consulting services—or not
Develop detailed implementation plan—but be flexible enough to know it will change

8. Implementation
Decisions, Testing, and Ongoing Maintenance

9. Decisions Determine Implementation Team involvement
Who will build Roadmaps?
Where will you start?
Which naming convention standards will you follow?
What uAchieve Planner features will you release?
Correct & maintain Student Information System data

10. Testing Who will test? Schedule time to test
Review all types of output—let no stone go unturned, no button un-pressed
Create maintenance procedures as you implement
Update Documentation
Take more notes than you think you need

11. Ongoing Maintenance
Align with other curriculum update processes— yearly catalog updates
Execute maintenance procedures (use the lists you took the time to create!)
Pay attention to version releases
Continually update documentation

12. Launch
Marketing, Communication, and Training

13. Marketing Create a new name Take the time to develop a brand
old: myAudit
new: myDegreePath
Take the time to develop a brand
Use the brand on EVERYTHING
t-shirts, flyers, lanyards, magnets, lawn signs

16. Communication
Create Marketing strategy for students, but don’t forget about faculty and advisors
Campus marketing, training, and documentation
Website—registrar.ucmerced.edu/mydegreepath
Student workshops & tabling
Partnered with Schools to co-host major workshops
Celebrate!

17. Training Faculty, Academic Advisors, Curriculum Managers Students
Documentation—handouts and available online
Help them to understand it as a data source
Students
Required (soft) for Sophomores and First-Years
Instructions posted online—created a video
Introduced to new students during first semester

18. Reporting

19. Reporting
Graduation Clearance Report—who is ready to graduate and who is not
Extract Audit Data and Track Audit Use
Track Planner Usage
Working with Platinum Analytics

22. Total Plans Created
8357
Averaged about 100 plans per week, with peeks hitting about

25. Reporting
Graduation Clearance Report—who is ready to graduate and who is not
Extract Audit Data and Track Audit Use
Track Planner Usage
Future:
Working with Platinum Analytics
On Track Report

26. Do’s, Don’ts, Tips, Tricks

27. Do’s, Don’ts, Tips, Tricks
Really—it can be done in one year!
Be prepared to update your encoding
Understand the importance of accuracy—students will find the mistakes you didn’t know you made
Have student testers—soft launch to group of knowledgeable peer advisors
Take notes—document what you did and why!
Know your limits and be prepared to say “not yet”
Celebrate!

28. Questions?
UNIVERSITY OF CALIFORNIA, MERCED