1. Naviance for the Novice
Guidance Department
Bishop Stang High School

2. Intro to Naviance Succeed:
What is Naviance Succeed?
Naviance Succeed is a fully integrated solution designed to help raise student accountability and performance across a number of key indicators leading to increased engagement, improvements in academic performance and overall workplace and college readiness.
It is important to note that Naviance is a
FULLY INTEGRATED
SOLUTION designed to
ENGAGE STUDENTS in meaningful activities
To ENSURE that all students are
WORKPLACE and COLLEGE READY

3. Intro to Naviance Succeed: What is Naviance Succeed?
Success Planning
Career Planning
Course Planning
College Planning
Family Connection
for Students and Parents
Succeed
for School Staff
This diagram illustrates our integrated web based solution.
At the heart of our solution lies our success, career, college, course planning tools
We have two sides to our our solution:
We have one website called FC where students and families access our planning tools.
We also have a website called Naviance Succeed where you as school staff access the planning tools.
Bringing it all together are also powerful collaborative tools that allow for open communication, information sharing and reporting capabilities.

4. Intro to Naviance Succeed: Benefits of Naviance Succeed
Benefits for Students
Provides single source for personal research, tracking and communication tools
Provides structured approach
Enables students to explore interests strengths and goals.
Links career, college and course planning tools enabling maximum post-secondary success
Benefits for School Staff
Provides single source for research, tracking and communication tools for all students
Streamlines counseling process to make time for more meaningful student engagement
Provides robust analytics for student activity reporting
Success Planning
Career Planning
Course Planning
College Planning
In terms of benefits it is important to note that your STUDENTS:
Have one source to access career and college tools
Are able to explore interests and conduct research
Link key concepts within our planning tools to create meaningful connections
And it is important to understand that for you as SCHOOL STAFF:
Also have one source to access career and college tools
You can access information for all students helping you to streamlines your workflows so you can spend valuable time meeting with students
Can make data informed decisions with access to our reporting framework

5. Intro to Naviance Succeed: Career Planning
School Set Up:
Set up Family Connection Optional
Features to activate assessments
Students:
Complete personality and interest assessments
Research career clusters, pathways and careers
Build career lists
Link results to course & college planning
Schools:
Access career research tools & assessment results
Track student career interests
Report on career interests and trends
Career Planning:
For set up, you will just need to turn on the career assessments and give your students access to the CP search functions.
In FC your students will be able to:
Complete assessments
Research careers
Build favorites lists
And discover course requirements and colleges that align with careers of interest
Just like in SP you have transparency on the school side to view:
You can view and report on assessment results
View lists of careers across all students– you can run a report for most popular careers to aid in planning guests for Career Day
And you have the ability to pull it all together within our reporting framework

6. Intro to Naviance Succeed: College Planning
School Set Up:
Import scholarship lists
Import college application history
Configure research tools
Set up college visits
Prepare to use eDocs
Students:
Research colleges
Build college lists
Request application documents from counselors and teachers
Track college applications
Schools:
Access college research tools
Track student applications
Prepare and submit application documents
Generate reports
When you start using college planning you will want to:
If available, Import scholarship lists as well college application history for previous class years to populate historical data for use in scattergrams
Then you will need to set up a few of the research tools such as quicklists and college groups to make it easier to research colleges
You will also want to set up your college visit schedule so your students can begin to view the schedule and sign up for visits scheduled at your school.
When students start using CP….
They will be able to research colleges and build favorites list
They can also request documents from teachers and counselors such as teacher recommendation forms and transcripts
Students can also update status of college applications and view status of their document requests
Schools can……
Access the same research tools as the students
And greatly streamline the college and scholarship application process using Naviance’s management tools.
Pending requests can be tracked using our application management tools
And if your school plans to use eDocs you can actually prepare and submit many of the application documents directly to colleges that accept electronic submissions including all of the Common App schools.
Our reporting feature allows you to report on college statistics and data.
Our clients have told us that having access to our college planning reports have saved them tons of time when reporting on things like matriculation lists and scholarship awards for end of the year reporting.

7. Collaborative Tools: Messaging Tools Students & Parents:
View s sent by school staff in FC inbox as well as through
Respond to school-generated
Schools:
Create templates
Send mass s to targeted students, parents & college contacts
Track status of sent messages
Navigate to Connections >
Another time-saving collaborative piece to Succeed is our messaging tool.
This gives schools staff a way to engage students and families through batch options.
Show blank - show templates- show filters

8. Family Connection Overview: Navigation
The website for students and family members is called Family Connection.
Using Family Connection, students can:
Research careers and colleges
Take assessments and surveys
Create goals and to-dos
Navigate Connections > FC > customization screen
Navigate to student folder > family connection
I’m going to log in to FC to show you the view from a student perspective.

9. Welcome Page Family Connection Overview: Navigation - Welcome Page
The first thing students and families see when they log in to FC is the Welcome Page.
You can post news announcements, updates, notifications
This page is basically the students’ dashboard

10. Family Connection Overview:
Navigation - Welcome Page
The Welcome page on Family Connection contains key information and links to features such as:
messages and comments sent from counselors
messages and comments sent from teachers
Comments added to student goals and tasks
Documents uploaded to student goals and tasks
Updates to documents
Notifications when a task is assigned, completed, or waived
notification digests to inform students when a task or program deadline is approaching or due

11. Family Connection Overview:
Navigation - Colleges
Colleges

12. Family Connection Overview: Navigation - Colleges
My Colleges: A list of colleges the student is thinking about and applying to. Also a place to see upcoming college visits.
Students can add colleges to their “favorites” list in several ways.
Simplest is to click add to list from a college profile
It can also be done from the colleges I’m thinking about page (multiple colleges can be added at once this way)
Navigate to Colleges tab
Students can track colleges they are applying to or thinking about
Expand colleges I’m thinking about- remind that you as school staff can view on their side
Show college visit schedule
Research tools- we have 10 different research tools that you can make available to your students
Scholarship research tools- students can research scholarships to find $ to pay for college
you can add your own scholarship list for tracking purposes and make Salie Mae database available to your students

13. Family Connection Overview:
Navigation - Colleges
There are 10 tools in the college research area that students can use to find colleges

14. Family Connection Overview:
Navigation – Search Tools

15. Family Connection Overview:
Navigation - Scattergrams

16. Scholarship applications can also be tracked in Family Connection
Family Connection Overview:
Navigation - Colleges
Scholarship information is also on the colleges tab in Family Connection
There are three built-in tools to find scholarships: scholarship match, scholarship list, and national scholarship search
Scholarship applications can also be tracked in Family Connection

17. Family Connection Overview:
Navigation - Careers
Careers

18. Family Connection Overview: Navigation - Careers
Students can research careers & clusters on Family Connection from the careers tab.
Once a student has found a career, an information page with tabs will appear with description of the career, related majors, wage information, common tasks, knowledge and skills needed, et cetera
Navigate to Careers tab
Here is where students research careers and clusters and complete career assessments:
Personality Type- DWYA assessment good for 10-12th grade
Career Interest Profiler – based on Holland theory of vocation
Career Key- like CIP but geared toward 6-8 graders

19. Career assessments available:
Family Connection Overview:
Navigation - Careers
Career assessments available:
Career Cluster Finder: helps students find career clusters based on interests, personal qualities and subjects they enjoy.
Do What You Are™: uses the Myers-Briggs personality types to suggest careers & clusters
Career Interest Profiler and Career Key™: uses Holland Interest Codes to assess career profile. Career Key is aimed for middle school usage.

20. Family Connection Overview:
Navigation – About Me
About Me

21. Surveys Resume Profile Account Information Test Scores
Family Connection Overview:
Navigation – About Me
Surveys
Resume
Profile
Account Information
Test Scores
Navigate to About Me tab
Students can:
complete surveys
Review profile data
Build resumes
View test scores &
Manage their own account information