1. Education Planning Initiative ASCCC Fall 2015 Plenary November 5, 2015 David Shippen, Cynthia Rico, Sabra Sabio, Bernadette Flameno

2. Outcomes for today 1.Identify the Product Outcomes of EPI 2.Learn about the progress of the Statewide Student Portal 3.Identify the features of the Starfish Educational Planning tool, Connect and Early Alert 4.Identify the timeline for these products. 5.Identify the steps to participate in the next phase of the project CALIFORNIA COLLABORATIVE ACADEMIC ADVISING CONFERENCE

3. 3CBG/ CISOA 2015 CONFERENCE MONTEREY EPI Portal Apply Orientation EPT-DAS Education Plan Degree Audit Retention Articulation C-ID ASSIST Curriculum Inventory eTranscript EPI Product Characteristics - Faculty, Staff, and Students - Over a year in development - Hundreds of requirements

4. Project Summary System Wide Portal: uPortal scalable, accessible, “service layer” supporting application integration and student services accessed directly or through your college on a “mobile first” platform. Education Planning/Degree Audit: Hobsons integrated solution. Builds off of historical course offerings, term-by- term and degree layouts, requirement checklists for student to complete degree objective, ability to email, print, share education plan.

5. Project Summary Timeline: Piloting June through December 2015, begin open implementation January 2016 Pilot Colleges: 8 pilot Districts (13 Colleges) involving faculty, students, and staff, assessing and tuning all aspects of technology, accessibility, workflow, adoption, training, and analytics. (EPT)

6. 8 Pilot Districts (13 colleges)

7. UPDATE: Student Services Portal Current development has moved from infrastructure to features Portlet development ◦Smart Form ◦Checklist ◦Orientation work begins soon User Interface ◦Admin UI ◦Iconography

8. Working to eliminate duplication of systemwide accounts… CCCID ASX2456 Passed to the college to help eliminate local duplicates Helps tie student data together as students swirl Laying a Foundation – Federated Identity

9. Mobile First – And usable…

10. Student Services Portal

13. Accessible and Friendly User Design in Mind

14. Now initiating Portal Piloting Goals of the Pilot Technical Operational Human interface Perspectives from the field Lessons learned (the good, the bad, and the ugly)

15. STARFISH Degree Planner by Hobsons Builds from historical course offerings Term-by-term degree layouts Requirement checklists for student to complete degree objective Ability to email, print, share education plans Early Alert system to increase retention and reduce withdrawals Identify at-risk students, concerns and connect students with resources. Simple appoint tools that sync with calendars Capture notes, tasks, referrals and Success Plans

16. Student PortalPlanningArticulationC-IDE-transcripts

18. The Key: Student-Centered & Actionable Data

19. Instructor View – Progress Survey

20. Student Dashboard Embedded AccessStarfish appears in another container (such as an LMS or campus portal) with single sign-on Helpful ResourcesStudents see a personal Student Success Network – with online Appointment Scheduling Important Action ItemsStudents see new Alerts and Kudos, Referrals, To-Do tasks, Success Plans and Messages. EA CO

21. Students can schedule appointments 24/7

22. Counselor Dashboard

23. Counselor View-Student File

24. Staff can track students

25. Staff can manage flags

26. Counselor View – Case Management EA CO At-a-GlanceBe better prepared for student meetings with more information at your fingertips Action ShortcutsFewer clicks means more efficient outreach – and more time helping students Cohort SupportGrouping students for review and intervention is efficient and targeted

27. Focus & Prioritize EA CO End-User ReportingNo technical skills required to generate actionable lists of students, issues, etc. Multiple VariablesChoose from a wide variety of data points and variables to find what you want Custom AttributesUnique data from your unique institution to inform your unique efforts

28. Assign Flags, Referrals, and To-Dos EA CO Easily Route ConcernsManage your team’s workflow, reach out to specialists, cover for absences New NotificationsPrioritize items that are assigned to you so you can resolve those issues first Engagement ScoresSee who else in the campus community is involved with that student’s success

29. Document and share notes

30. Document & post outcomes

31. Utilize Speed Notes

32. Word from a Pilot College

33. How does your college get into the action? Watch for a letter through the listserv Participate in the upcoming webinar on November 16, 2015 http://www.onefortraining.org/node/788 http://www.onefortraining.org/node/788 Complete the survey Selections will be made before the end of the year for the next cohort

34. Thank You! www.cccedplan.org