1. Naviance for the Novice Ah Young Chi College Counselor Malibu High School Erin Garland Lead Training Specialist Naviance

2. Introductions Before we get started:  Ah Young Chi  Erin Garland  Overview of Agenda

3. Naviance for Novices Overview of the Naviance Succeed Solution Working with Naviance Succeed Data Management Collaborative Tools Reporting Working with Family Connection

4. 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.

5. 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

6. Intro to Naviance Succeed: Benefits of Naviance Succeed Success Planning Career Planning Course Planning College Planning 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

7. Students: Create goals Complete tasks Create “to-do” lists Comment on goals and tasks School Set Up: Create goal categories Build task libraries Group tasks into programs Assign tasks and programs to students Intro to Naviance Succeed: Success Planning Schools: Comment on goals and tasks Monitor task activity Report on goal and task completion  Success Planning:

8. Students: Complete personality and interest assessments Research career clusters, pathways and careers Build career lists Link results to course & college planning School Set Up: Set up Family Connection Optional Features to activate assessments Intro to Naviance Succeed: Career Planning Schools: Access career research tools & assessment results Track student career interests Report on career interests and trends  Career Planning

9. Students: Browse course catalog Create course plans View alerts Scan plans to measure rigor School Set Up: Import course catalog Import student course history Build Plans of Study Intro to Naviance Succeed: Course Planning Schools: Review & approve plans Comment on plans Report on course plan status and trends  Course Planning:

10. Students: Research colleges Build college lists Request application documents from counselors and teachers Track college applications School Set Up: Import scholarship lists Import college application history Configure research tools Set up college visits Prepare to use eDocs Intro to Naviance Succeed: College Planning Schools: Access college research tools Track student applications Prepare and submit application documents Generate reports  College Planning:

11. Data Import

12. Data Import: Process Overview  Consult the Guide to Importing and Exporting Data  Enlist IT resource  Enlist Naviance Support  Prepare data files  Import data  Update data regularly

13. Data Import: Automation and File Format Data can be automatically imported and updated from existing electronic files or your SIS –Importing saves you time –Works with your SIS: key once, use the data many times Templates are also available in the help menu

14. Data Import: Data Import Options Data Import Options:  Student personal data  Student test scores  Student course history  Parent data  Teacher lists  Course catalog  College application data  Scholarship data  National Student Clearinghouse Data

15. Student Profile

16. Student Profile: Student Folder Overview How do you track student information? Student Folder Benefits: Quick access to data allows more time for MEANINGFUL student engagement Improve accountability Gain visibility to student activity Student Folder Features: Organized and accessible data Tracking and accountability tools Year to year history

17. Collaborative Tools and Reports

18. Collaborative Tools: Journals Students: Create shared or private journal entries to record reflections and track progress View journal entries from school staff Schools: Create shared or private journal entries to record student activities such as meetings, correspondence & counseling notes Track student year to year progress

19. Collaborative Tools: Surveys Students: Complete surveys View survey history Schools & Districts: Create surveys to gather student & alumni interest and goals View and report on survey results Link surveys to Success Planning task completion

20. Collaborative Tools: Messaging Tools Students & Parents: View emails sent by school staff in FC inbox as well as through email Respond to school-generated email Schools: Create email templates Send mass emails to targeted students, parents & college contacts Track status of sent messages

21. Collaborative Tools: Documents Students & Parents: View & print individual and shared documents Schools: Upload documents Create and use folders for document management Share folders with staff, students & parents

22. Collaborative Tools: Reports The data is in Naviance…. but how do schools make the most of the data? Reporting Benefits: Track & ensure compliance Improve accountability Monitor trends & outcomes Gain visibility to student activity Reporting Features: Customization options Varied print formats Email capabilities

23. Collaborative Tools : Reports Naviance Succeed has over 65+ reports for your school or district to use Most reports are customizable Reports can be emailed or printed

24. Collaborative Tools: Reports Report categories include: –Student Reports –Course Reports –Planner Reports –Scholarship Reports –Career Reports –College Reports –Survey Reports –Score Reports

25. Family Connection Overview

26. 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 Build course plans

27. Welcome Page Family Connection Overview: Navigation - Welcome Page

28. The Welcome page on Family Connection contains key information and links to features such as: –Email messages and comments sent from counselors –Email 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 –Email notification digests to inform students when a task or program deadline is approaching or due Family Connection Overview: Navigation - Welcome Page

29. Courses Family Connection Overview: Navigation - Courses

30. My Course Records: Shows what courses students have enrolled in (only shown if school has imported course enrollment data and activated this feature for students) Interests and Ideas: A place for students to mark down courses that interest them and to give thoughts on their plan of study My Course Plans: A place for students to manage course plans and view how they fit in their multi-year plan Family Connection Overview: Navigation - Courses

31. Colleges Family Connection Overview: Navigation - Colleges

32. 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) Family Connection Overview: Navigation - Colleges

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

34. Family Connection Overview: Navigation – Search Tools

35. Family Connection Overview: Navigation - Scattergrams

36. 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 Family Connection Overview: Navigation - Colleges

37. Careers Family Connection Overview: Navigation - Careers

38. 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 Family Connection Overview: Navigation - Careers

39. 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. Family Connection Overview: Navigation - Careers

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

41. Surveys Resume Profile Account Information Test Scores Family Connection Overview: Navigation – About Me

42. My Planner Family Connection Overview: Navigation – My Planner

43. Overview: View list of upcoming and overdue tasks and activities Goals: Set goals and relate to-do’s to goals To-do: Create personalized to-do list Tasks: View and complete tasks assigned by school / district Family Connection Overview: Navigation – My Planner

44. Family Connection Overview: Configuration and Set Up Family Connection Set Up Process: Access Family Connection Set Up: Connections > Family Connection Consult Overview link Set up Optional Features Customize Settings Activate Students & Parents Distribute Registration Codes Activate Website

45. Professional Services

46. Naviance Succeed Support Services Professional Development Consulting Services Success Management SUPPORT SERVICES –Telephone and email –Ensures satisfaction PROFESSIONAL DEVELOPMENT –Instructor-led courses –Product proficiency CONSULTING SERVICES –Best practices and guidance –Implementation for maximum productivity SUCCESS MANAGEMENT –Ongoing communications –Recognize value Professional Services: Overview

47. Networking

48. Naviance provides ways for Succeed users to connect with other K-12 educators, including: Naviance Network Idea Exchange Naviance Summer Institute Networking: Overview

49. Naviance Network is the largest on-line professional community of counselors, including not only domestic but many international counselors. You receive free membership in the Naviance Network with your subscription to Naviance Succeed. Networking: Naviance Network

50. Idea Exchange: Share ideas, vote on suggestions and hear from Naviance. Naviance’s product development team uses this exchange to gauge where future development of the product is needed. Your feedback helps us decide the future of Naviance. Networking: Idea Exchange

51. High school pricing basics: Enrollment based There are minimums per school Varies depending on service level For more information, contact Michael Thompson, Territory Sales Manager michael.thompson@naviance.commichael.thompson@naviance.com, 866-337- 0080, ext. 7412 Sales Information

52. Questions