SPRING 2024 STRATEGIC ENROLLMENT MANAGEMENT (SEM) SUMMIT

March 13, 9 a.m.-3 p.m. | PAC Pavilion & Founders Room 

We look forward to seeing you at our spring summit! Please review the session information below, and after clicking register for the summit, you’ll be able to select the sessions you’d like to attend from an à la carte menu. Session attendance is required to register for lunch, and if you register for workshops, please remember to bring your laptop.

Spring SEM Summit Welcome

9:10 - 9:40 a.m. 

Terrance Harris, Vice President 

Learn how Cal Poly compares to state and national higher-education trends, and why it matters.

Enrollment 101

Enrollment Targets

9:45 - 10:20 a.m. 

Joe Borzellino, Associate Vice President 

Learn about what goes into determining university, college and program-level enrollment targets.

Enrollment Dashboards

10:30 - 11 a.m. 

Tyler Machado, Analyst
Daniel Parsons, Associate Registrar

Join us to learn about enrollment dashboards such as expected academic progress, change of major, course demand, enrollment monitoring, grade analysis, student list and many more.

Data Management

Slate Introduction

11:10 - 11:50 a.m. (11:50 - 12 Q&A) 

This session will provide an update on Slate — our new Customer Relationship Management (CRM) tool. You'll learn about what's been accomplished so far and how we're planning to move forward with implementation.

Lunch

12 - 1 p.m. 

Keep the questions coming and conversations going while enjoying a delicious sandwich with your colleagues!

Admissions and Recruitment

The Campus Visit Experience & Student Engagement Opportunities

1:10 - 1:50 p.m. (1:50 - 2 Q&A) 

Mandy Blackburn, Assistant Director of Student Engagement and Poly Rep Co-Advisor
Lauren Hansen, Welcome Center and Student Engagement Lead amd Poly Reps Co-Advisor 

Learn more about the campus visit experience and how our Welcome Center team, Poly Reps and Admissions team engage with prospective students. You’ll also have the opportunity to knowledge-share, connect with other campus partners and learn how to connect with prospective students who visit campus (via offering Learn by Doing workshops, presentations, department or college-based tours, etc.).

Financial Aid

Continuing Student Scholarships

2:10 - 2:45 p.m. (2:45 - 3 Q&A) 

Delifina Medina, Assistant Director for Scholarships
Brandon Stieler, Scholarship Analyst

This session includes a broad overview of the scholarship process for continuing students — including scholarship software and how it can help with scholarship selection at the department level.

Founders Room Workshops

Data Cookbook Requests

9:45 - 10:20 a.m. 

The Institutional Research Team 

In addition to a Data Cookbook workflow overview, you'll learn (on your own laptop) how to: access the Data Cookbook, communicate within Data Cookbook requests, find information about variables used by Institutional Research in reporting.

Persistence Dashboard

10:30 - 11:10 a.m. 

The Institutional Research Team 

All faculty and staff have access to a persistence and graduation dashboard through PolyData Dashboards — bring your laptop and learn how to access the data to gain a better understanding of our students' persistence.

Power BI Dashboards

11:20 - 11:55 a.m. 

The Institutional Research Team 

This session is all about data access — bring your laptop and learn how to dive deeper into data through Institutional Research's interactive dashboards.

Data Q&A Working Sessions

1 - 3 p.m. 

The Data Management, Institutional Research and Institutional Effectiveness Teams 

Bring your laptop and join our data experts anytime between 1-3 p.m. for one-on-one sessions dedicated to helping you access and understand data (the teams are also looking for feedback/ideas around desired data and its delivery to end users).