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Strength in Numbers: Welcome to WEST

Strength in Numbers: Welcome to WEST. September 7, 2011 Dessa Augsburger, Asst. Dir. Development & Communications. Saddle up, we’re going WEST. Overview & Orientation for New Admins and New Advisors. Welcome to WEST. Saddle up, we’re going WEST. Welcome to WEST. House. Track.

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Strength in Numbers: Welcome to WEST

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  1. Strength in Numbers: Welcome to WEST September 7, 2011 Dessa Augsburger, Asst. Dir. Development & Communications Saddle up, we’re going WEST

  2. Overview & Orientation for New Admins and New Advisors Welcome to WEST Saddle up, we’re going WEST

  3. Welcome to WEST House. Track. Don’t Break the Bank. Show & Tell. Saddle up, we’re going WEST

  4. Welcome to WEST House Relevant Student Information Track what you do to help students succeed Saddle up, we’re going WEST

  5. Welcome to WEST purpose is meaningful data correlation. Show & Tell the fruits of your labor indicated by students’ college enrollment, persistence & success Saddle up, we’re going WEST

  6. Welcome to WEST purpose is meaningful data correlation. Student Background: Demographic, Parental Info Current Academic Information College Path Information Standardized Test Info College Applications & Enrollment Status FAFSA Status and Award Info Post Secondary Enrollment Information National Student Clearinghouse data Access Program Data Saddle up, we’re going WEST

  7. Welcome to WEST Individual or Group Participation • Date, Duration, Location, Session Type • Services/Topics (All contain sub-categories) • Career Exploration • Academic Advising • Postsecondary Admissions • Postsecondary Entrance Exams • Financial Aid • Last Dollar Scholarship Saddle up, we’re going WEST

  8. Today’s Line Up I. Calendar II. Setup Your Login, Your Schools, Your Advisors, Your Services III. Pulling it Together Lay of the Land, Milestones, Data Input, Reporting IV. Lessons Learned V. Upcoming Saddle up, we’re going WEST

  9. Edit Settings Add Advisor Setup • Login • Schools • Advisors • Services/Programming Password Program Edit Schools Edit Services Custom Data Saddle up, we’re going WEST

  10. Setup Password Edit Schools Saddle up, we’re going WEST

  11. Setup Edit Services Saddle up, we’re going WEST

  12. Setup Custom Data Saddle up, we’re going WEST

  13. Saddle up, we’re going WEST

  14. Pulling it Together • Lay of the Land • Milestones • Reporting • Data Input Saddle up, we’re going WEST

  15. Testing Financial Profile Education College Postsecondary Lay of the Land: Tabs Profile: Demographic (Static) |Guardian (Multiple Records) Education: Overview | History Testing (Multiple Records) College (Multiple Records) Financial: Financial Info | Calculator (Multiple Records) Participation (Multiple Records – Ind. & Group Postsecondary: Overview | History

  16. Group Session Participation Testing Financial College Lay of the Land: Tabs Profile: Demographic (Static) |Guardian (Multiple Records) Education: Overview | History Testing (Multiple Records) College (Multiple Records) Financial: Financial Info | Calculator (Multiple Records) Participation (Multiple Records – Ind. & Group Postsecondary: Overview | History

  17. Participation Testing Financial College Milestones Milestones CAP Participation Completed Entrance Exams Completed Admissions Process Completed Financial Aid Process Selected for Last Dollar Scholarship

  18. Participation Testing Financial College Milestones Any Log Participation CAP Participation Completed Entrance Exams Test Score Testing Completed Admissions Process “Enrollment” College “Yes” Checkbox Completed Financial Aid Process Financial Financial “ “ Selected for Last Dollar Scholarship

  19. Go WEST Data Input Saddle up, we’re going WEST

  20. First things First We Are What We Eat: Input Quality & Consistency is Key Saddle up, we’re going WEST

  21. WEST and its Reporting tool has loads of potential but is only as good as • the data entered into the system • Knowing where that data’s stored • and knowing how it ties together Saddle up, we’re going WEST

  22. Go WEST Data Input • Bulk Data – Data Uploader • Advisor Input – Real Time or Back Log Saddle up, we’re going WEST

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  33. Go WEST Reporting Remember static vs. historic Saddle up, we’re going WEST

  34. Independent Report Builders: Individual Reports Aggregate Reports Canned Report Builders: Individual Reports – Filtered Lists Services Report – Aggregates of Services and their sub-topics Milestone Report Comparison Report Saddle up, we’re going WEST

  35. Lessons Learned Where’s my data, in know its in here!? Inserting/using fields on static vs. historical tabs Automated Milestones Don’t Show up, Why??? I know we had more sessions at the Y… There are 130 kids in grade 7 this year. WEST says there’re 3. There are so many service options…All I want is to know which of my middle school kids participated in the summer enrichment camp ABC, the other camp DEF, and which were in both...so I’ll just add them to the list Saddle up, we’re going WEST

  36. Lessons Learned Programming (Participation) Hierarchy Date, Location, Duration Service Program Session Type Services/Topics + Career Exploration + Academic Advising + Postsecondary Admissions + Postsecondary Entrance Exams + Financial Aid + Last Dollar Scholarship Saddle up, we’re going WEST

  37. New Tools to Decrease Data Entry Time and Increase Outreach Time Preview Applications of New Input Tools: • Participation Information • Last Dollar Grant Applications • New Student / Adult Learner in-take forms • Whatever fields match to WEST…. • Postsecondary History contact and information from Alumni • Self-Reported FAFSA / ACT / SAT Info • Updated Profile Information every time • Milestones: FAFSA Complete? ACT/SAT Score? Enrolled in College? FormStack Google Forms Survey Monkey Saddle up, we’re going WEST

  38. Put WEST to Work: Reporting Tool Preview Do I need more of a list? Saddle up, we’re going WEST

  39. Put WEST to Work: Reporting Tool Preview …or do I really need to compare and group information? Saddle up, we’re going WEST

  40. Put WEST to Work: Reporting Tool Preview Saddle up, we’re going WEST

  41. Put WEST to Work: Reporting Tool Preview Select Values Select Groupings Build Filters Run Report What pieces of information am I looking for? How do I want to classify that information? In terms of names of individual students? Of High Schools? Of Service Types? ? Does the information need to be narrowed down or filtered in any way? Saddle up, we’re going WEST

  42. Put WEST to Work: Reporting Tool Preview Select Values Select Groupings Build Filters Run Report How should the information be categorized or grouped? What pieces of information are you looking for? G R O U P I N G S V A L U E S Saddle up, we’re going WEST

  43. Put WEST to Work: Reporting Tool Preview Select Groupings Select Values Saddle up, we’re going WEST

  44. Go WEST Postsecondary Other Hot Topics National Student Clearinghouse SSN • SSN: • Not Required to use WEST • Encrypted if included in WEST • Last four visible on profile • Cannot be pulled in reports, except by Admin in a separate listing History Saddle up, we’re going WEST

  45. Q & A Contact: Dessa Augsburger Assistant Director, Development & Communications augsburgerd@ohiocan.org 614.947.3505 Saddle up, we’re going WEST

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