Agenda - Data to Drive Strategy 2023

Day 1 | Wednesday, September 27

	Registration Opens
12 PM - 12:10 PM	Welcome and Opening Remarks
12:15 PM – 1:15 PM	An Overview of Data for School Leaders (DASL) and Introduction to Quick Reports Hilary LaMonte, Sr. VP Data and Analysis for School Leadership (DASL), NAIS Admission and Enrollment leaders need to know how to benchmark data, identify trends, and understand market demographics. These sessions will demonstrate the critical importance of data and how you can utilize it to drive strategy and exhibit leadership to your school and board. These sessions will be a hands-on, “real time” learning experience. You will learn how to access and use NAIS national and regional data to help identify questions and guide future enrollment planning at your school. The session will include a step-by-step guide on how to access and use DASL reports to make comparisons, answer questions, and use data to guide strategy. Working alongside the presenters, you will create customized benchmarking reports for your school. With just a few clicks, you can customize and save critical reports, including enrollment, financial operations, diversity, and advancement to show how your school stacks up against others in your area and across the country. Breakout rooms to practice and apply learning.
1:15 PM - 1:30 PM	Break
1:30 PM - 2:30 PM	Gain Insight into Your Market to Guide Future Enrollment Strategy Stephanie Wilkinson, Senior Director of Engineering, NAIS We will build upon our work with DASL reports and introduce Market View, NAIS’s data-visualization tool. We will teach you how to upload your own data to see trends in your area. You’ll learn how Market View's easy-to-use mapping technology and affordability algorithm overlay local demographic and traffic info, along with economic data. Breakout rooms to practice and apply learning.
2:30 PM - 2:45 PM	Break
2:45 PM - 3:45 PM	Fun with Spreadsheets James Eberhart, Director of Financial Aid & Associate Director of Admission, Chadwick School In today’s data-driven world, spreadsheet proficiency is a must have skill for admission and enrollment professionals. This session is designed to empower you with the knowledge and techniques you need to harness the full potential of Excel and Google Sheets. Using some more advanced formulae available in Excel and Google Sheets, this session will show you how to move your data from "data" through "sorted" and to "arranged." The session will show you how to use the data you pull from your database or the DASL reports, organize it into a standard layout, and then make use of some useful pipeline dashboard arrangements. Every participant will come away with a spreadsheet that they can use to import their own data as a starting point for their own school's data and the knowledge of some useful formulae to build their own dashboards and visualizations.

Day 2 | Thursday, September 28

12:00 PM - 12:05 PM	Welcome Back and Reflection
12:10 - 1:10 PM	Data Mosaic: Crafting a Recruitment Strategy with Overlapping Data Dana Nelson-Isaacs, Founder and President, DNI Consulting In today's landscape, strategic recruitment is paramount to identify and engage prospective students who align with your institution's values and culture. Leveraging surveys, demographic, and psychographic data provides a powerful edge in this process. This workshop will equip you with the insights and methodologies needed to harness the full potential of these data types for precise targeting and impactful outreach. You'll learn tips for effective surveys and focus groups, how to use demographic data for planning and recruitment strategy, and where psychographics fit into the picture. After this session, you'll be poised to take action on low-hanging fruit and be ready for longer term strategic recruitment planning.
1:15 PM - 1:30 PM	Break
1:30 PM - 3:00 PM	Unlocking Possibilities: Discovering Efficiency through Data and Online AI Tools Kathleen Steinman, Director of Institutional Research, New Canaan Country School Matt Clemmens, Principal Consultant, Clemmens Consulting LLC Explore three exciting and relevant use cases that showcase the power of your data in combination with free online tools to build unprecedented efficiencies in your office's day-to-day practices. These use cases will highlight the immense potential of leveraging data and tools in our daily work. Whether it's visualizing admission data with Power BI, transforming survey results, or streamlining marketing campaigns with AI, we have the opportunity to harness technology to make smarter, data-driven decisions and enhance our office and team’s efficiency. Use Case 1: Linking Power BI to Admission Data In this first use case, we'll explore how connecting Power BI to our admission data can transform how we analyze and visualize our admission & enrollment data. We will: Summarize essential admission data using interactive dashboards. Demonstrate how to link Power BI to Blackbaud and create interactive dashboards to gain insights into our admission process. Showcase sample dashboards that highlight key metrics, such as applicant demographics, enrollment trends, and geographic distribution. Use Case 2: Transforming Survey Data with Power BI In our second use case, we'll see how Power BI can revolutionize how we interpret survey data. We will: Analyze survey data with advanced visualization using Google Forms and Power BI Start by creating a simple Google Form with fun questions about likes and dislikes. Demonstrate how Power BI can turn survey data into insightful data visualizations—beyond anything Google can do. Show how Power BI can allow users to slice their survey data in much more meaningful ways. Use Case 3: AI-Powered Marketing Campaign with MailChimp In our final use case, we'll explore how AI can accelerate our marketing efforts using tools like ChatGPT and MailChimp. We will: Demonstrate how ChatGPT can help build the basic structure of a 5-email drip campaign. Show how how MailChimp's Creative AI Assistant can quickly design a captivating email banner.
3:05 PM - 3:50 PM	Shaping your 2023 Tuition and Enrollment Strategy Shana Abner, Sr. Product Manager and Christi Reece, K12 Customer Accounts Manager, Community Brands Walk through six questions to ask yourself when shaping your tuition and enrollment strategy. We will look at data for leading indicators of tuition health, net tuition best practices, and financial aid strategies to pair with competitive admissions. You will also learn new ways to view relationships between reports and trends. With an overwhelming sea of data, we will help you determine what is relevant for your school to leverage.