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Enrollment Management Conference Presentations

February 23, 2011, University of Oklahoma
February 26, 2009, Redlands Community College
February 28, 2008, University of Central Oklahoma

February 23, 2011, University of Oklahoma

Conference Program (PDF, 690k)

Access to Success: Completing College (external link)
Stanley G. Jones, President, Complete College America
Americans can take pride in the great progress made in ensuring access to college. A majority of our young people start some kind of advanced training or education within two years of receiving a high school diploma. Yet for too many, the journey ends long before graduation day. They become college dropouts. Not enough attention has been paid to education after high school. States have the power and responsibility to demand more from higher education and have an obligation to do so. After all, between direct financial support to schools and financial aid to students, state taxpayers are the majority investors in public colleges and universities. We should give them more of what they want: college graduates. Complete College America is a national nonprofit organization that is working with states to significantly increase the number of Americans with a college degree or credential of value and to close attainment gaps for traditionally underrepresented populations.

Keys to Thriving Enrollments in the New Economy (PPT, 4.4m)
Jay W. Goff, Vice Provost and Dean of Enrollment Management, Missouri University of Science and Technology, Rolla
Due to the current economic and demographic downturns, higher education is facing profound and pervasive changes in its basic business models and planning assumptions. These changes affect most of the primary factors that influence student enrollments: pricing and institutional aid, student loans, philanthropic support, investment strategies, curriculum delivery and design, international programs, enrollments and student support services, and government appropriations. Using a strategic enrollment management filter to identify solutions to the most challenging issues can be a key to ongoing student and institutional success in the coming years.


Prior Learning Assessment and Community College Projects (PPT, 600k)
Dr. Judith B. Wertheim, Vice President, Higher Education Services, Council for Adult and Experiential Learning (CAEL)
CAEL recently completed a comprehensive study of prior learning assessment (PLA) and learning outcomes. A follow-up study in spring 2010 focused on PLA, the community colleges and younger adults. Helping Community College Students Succeed will outline the results of those studies, as well as other initiatives identified by CAEL as valuable strategies that community colleges can implement to help ensure the academic success of students.

Transforming Lives Through Student Outreach in Academic Advisement (PPT, 991k)
Dr. Liz Largent, Dean of Student Development, Oklahoma City Community College
OCCC has endeavored to develop, implement and assess proactive practices within its Office of Academic Advising, in collaboration with numerous campus departments. This session reviewed four such practices: outreach to students on probation, live chat distance advising, a seminar to aid students in approaching entry-level assessment testing and outreach to students who withdraw from developmental reading and/or writing courses. Each practice has been found to be successful in aiding students in achieving their individual educational goals and may be adapted to any campus environment. Program design, materials, costs, staffing and assessment data were also discussed.

Service Excellence in Enrollment Management Services (PPT, 1.5m)
Service Excellence Values: NSUBA Enrollment Management Center (PDF, 71k)
Jerrett Phillips, Director of Enrollment Management, Northeastern State University
Brian Searcy, Coordinator of Student Success and Second Year Outreach, Northeastern State University

Emphasizing customer service, NSU has adopted service excellence values from the NSU Core Values that increase student satisfaction with enrollment services. NSU implemented this philosophy at all of its campuses and increased efficiency, accuracy and applicant-yield numbers. This presentation highlighted the service excellence values and provided practical examples of how the program was implemented in all phases of the enrollment management process: (1) Purpose & Commitment, (2) Communication and Responsiveness, (3) Problem Solving & Empowerment, (4) Accountability and (5) Transformative Assessment.

What’s Happening in Wagner Hall: Programs and Collaboration in the Lissa and Cy Wagner Student Academic Services Center (PPT, 17.2m)
Nicole Campbell, Associate Dean of University College, University of Oklahoma
Becky Heeney, Director of the Graduation Office, University of Oklahoma

The Lissa and Cy Wagner Student Academic Services Building opened at OU in January 2009 and is home to University College, the graduation office, the Writing Center and Project Threshold. This presentation described the history of the building resulting from the generosity of the Wagners and the vision and support of the President’s Graduation and Retention Task Force. The presenters described the programs housed in the building, discussed in more detail some of the collaborative efforts such as use of the Graduation Planner in the Freshman Summer Enrollment Program and in the freshman gateway to college learning course, and discussed data-driven efforts to assess the efficacy of student retention and success programs.

Findings From the Noel-Levitz E-Expectations Research (PDF, 1.7m)
Kevin W. Crockett, President/CEO and Principal, Noel-Levitz
For the past six years, Noel-Levitz and its research partners have conducted ongoing survey research among prospective students and their parents to better understand their communication preferences in the digital age. This session reviewed major findings from this longitudinal research with an emphasis on the 2010 report, "Focusing Your E-Recruitment Efforts to Meet the Expectations of College-Bound Students."

Student Success Initiative Results and Lessons Learned (PPT, 1.3m)
Isabelle Billen, Director of Information Systems/Institutional Research, Rose State College
Jason Charlow, Director of Student Success/Retention Initiatives, Rose State College

In association with the national initiative, Achieving the Dream: Community Colleges Count, RSC studied data indicating where the highest propensity to drop out or stop out was and developed strategies designed to enhance persistence and retention rates among student populations. This session described the process of uncovering the needs of the students via quantitative and qualitative data analysis, developing the ensuing strategies, and evaluating the effectiveness of aspects of the Student Success Center strategies. Three primary initiatives were highlighted as evidence of the impact of data analysis in driving program improvement at RSC. The Student Success Center was created to provide a central location for all faculty, staff and students to connect with academic support services. The Academic Success Plan provides individualized
academic advisement and degree discussion to students enrolled in STSR 1102, Educational Planning. Finally, procedures related to the college’s Early Alert System were shared along with data highlighting the impact of this program on student persistence and retention

Early Detection of and Intervention With Financially At-Risk Students (EDIFAR) (PPT, 363k)
Brad Burnett, Executive Director of Financial Aid Services, University of Oklahoma
Difficulty in paying for college by families is caused by several factors including the economic climate affecting a family’s ability to pay, price and the lack of increased funding for college students. The goal of the EDIFAR Program is to decrease the escalation in outstanding receivables, while providing students with the tools and information they need to manage their financial obligations. The issue of student retention is a significant one. Diversity, enrollment load, employment hours and finances are just a few of the major components of a student’s ability to persist. While partnering with various offices to include the academic and social aspects of retention, this presentation focuses on the financial aspects of retaining students.

Blueprints for Retention: Broncho and Sooner Strategies for Graduation Success (PPT, 409k)
Becky Heeney, Director, University of Oklahoma Graduation Office
Casey Partridge, Senior Graduation Counselor, University of Oklahoma Graduation Office
Autumn Brinegar, Coordinator, University of Central Oklahoma Learning Communities
Jay Corwin, Associate Vice President, University of Central Oklahoma Enrollment Management

Everyone talks about how much cheaper it is to retain a student than recruit a new one. Graduation and retention specialists from OU and UCO offered an interactive view of some best practices and asked attendees to share theirs. OU presented the Sooner Success Program founded in research that suggests that students persist and graduate at higher rates when they are able to establish an enduring relationship with a staff or faculty mentor. UCO presented the Compass Learning Community, a unique living/learning community for students who were challenged academically.

A Framework for Course Redesign and Lessons Learned (PPT, 3.9m)
Dr. Sally Search, Dean for Academic Support Programs, Tallahassee Community College
Course redesign presents a myriad of opportunities and challenges for administrators, faculty, staff and students. Learn how Tallahassee Community College redesigned freshman composition with the support of the National Center for Academic Transformation (NCAT) and has now redesigned the developmental studies program, including English, reading and mathematics, to improve student learning and access. (PPT, 1.2m)
Dr. Judith B. Wertheim, Vice President, Higher Education Services, Council for Adult and Experiential Learning (CAEL)
CAEL has recently launched to help adults attain their degrees by earning college credits for skills and knowledge obtained outside the college classroom (prior learning assessment). This session discussed, focusing on the value of prior learning assessments to multiple sectors of our society, the components of the initiative and the goals for the two-year pilot phase.

Exemplary Service Is More Than a Smile (PDF, 7.6m)
Joyce Allman, Ph.D., Associate Provost for Academic Advising Oversight, University of Oklahoma
Service is an element of enrollment management that is sometimes overlooked; yet attention to this area is important in addressing issues facing our students. Using an analogy of a fine-dining experience, we see that it is possible to have a sense of style, refinement and sophistication in our interaction with students. How we present our offices, our services and ourselves, as well as offering “little things” to give students stellar service, can make a big difference in a student’s college experience. The models
and tips are easily duplicated at any institution, as the communication concepts are basic, but thoughtful.

ACT Executive Update – Everything You Have Always Wanted to Know About ACT’s Assessments and Enrollment Management Services! (PPT, 1.7m)
Sue Wheeler, Director of Postsecondary Services, ACT
Don Pitchford, Consultant for Assessment Services, ACT

ACT Southwest Region staff provided a program and services update. All secondary and postsecondary programs were presented. Staff also provided "best practices" on how these programs and services are used both nationally and in Oklahoma schools and colleges. Participants received specific information regarding the utility of ACT’s College Readiness System and enrollment management services.

Lessons Learned – Retention Alert (PDF, 225k)
Mary Turner, Learning Support Specialist, Oklahoma City Community College
E.J. Warren, Director of E-Student Services, Oklahoma City Community College
Pat Stowe, Director of Student Support Services, Oklahoma City Community College

"Early Alert" systems come in a variety of forms, but the purpose is the same... retaining students. This presentation shared the evolution of a system from a paper/electronic form to automated integrated software primarily for retention, but also its use for other tracking functions. Additionally, lessons learned along the way were shared in the hopes of assisting others when searching for an automated mechanism for notification and data retrieval.

UC Action: Academic Assistance Using Faculty Involvement to Increase Retention at the University of Oklahoma (PPT, 9m)
Mark E. Walvoord, Interim Director for Student Learning Center, University College, University of Oklahoma
The University College Action program seeks to increase student retention through offering academic assistance in higher-enrollment, high-D/F/W courses across departments. One major feature of this program is recruiting faculty and instructors to use two or more of their office hours to host an Action session. This provides a venue for students in large-enrollment courses to directly interact with their instructors. The program provides skilled, undergraduate peer learning assistants with 12 hours per semester of training in educational theory and tutoring techniques, so that they can assist instructors in their sessions or be paired with another peer learning assistant in a non-faculty session.


February 26, 2009, Redlands Community College

Access and Success in Higher Education: Can We Do More? (PPT, 6m)
Kati Haycock, President, The Education Trust
Haycock shared national data on access and success in higher education, especially for low-income students and students of color. She described some of the problems contributing to different patterns of success and shared what some institutions are doing to increase opportunities for low-income and minority students.

Adult Learning in Focus: The National Landscape and a Picture of Oklahoma (PPT, 434k)
Pamela Tate, President and CEO, The Council for Adult & Experiential Learning (CAEL)
As seen through the lens of CAEL's Adult Learning in Focus report, Tate described where higher education needs to improve to better meet workforce needs.


Course Redesign (PPT, 5.1m)
Phoebe Rouse, Precalculus Mathematics Coordinator, Louisiana State University
This presentation described the planning and implementing of a successful, sustainable college algebra course redesign using technology that increases student success rates, retention rates and graduation rates while reducing instructional costs.

Call to Action: How to Use the ALFI Data (PPT, 766k)
Dr. Judith B. Wertheim, Vice President, Higher Education Services, The Council for Adult and Experiential Learning (CAEL)
Data from the Adult Learning Focused Institution (ALFI) Toolkit will show how your institution is performing on the nine essential principles of effectively serving adult learners. But what can you do with the data? This session focused on the toolkit and reviewed some steps ALFI schools have already taken using the data to help attract and retain adult learners.

Using Higher Education Data Sources
Dr. Houston Davis, Vice Chancellor for Academic Affairs, Oklahoma State Regents for Higher Education
Patrick Kelly, Senior Associate/Director of National Center for Higher Education Management Systems (NCHEMS)
This presentation will introduce the Educational Needs Index (ENI) project and as valuable tools in better understanding the complexities and challenges of local regions and their peers.  Presenters will demonstrate the utility of these resources in comparing regional educational attainment, labor and earnings statistics, and population growth variables.

Educational Needs Index:
NCHEMS Information Center for Higher Education Policymaking and Analysis:

Best Practices for Enrollment Management (coming soon)
Dr. Rosemary Hayes, Director, Consortium for Student Retention and Data Exchange (CSRDE), University of Oklahoma
This presentation examined best practices for enrollment management from around the country.

Oklahoma Strategic Enrollment Management Institute (OSEMI) (PPT, 1.4m)
Joe Evans, Registrar/Director of Enrollment and Records, University of Science and Arts of Oklahoma
Dr. Bill Nowlin, Dean of Enrollment Management/Registrar, Northeastern State University
Amy Ishmael, Vice President for Enrollment Management/Student Records, Northeastern Oklahoma A&M College

The Oklahoma Association of Collegiate Registrars and Admissions Officers (OACRAO) described the development of OSEMI, which fosters professional development in all areas included in and affected by enrollment management.

Using as an Enrollment Management Tool (PPT, 2.5m)
Dr. George Dixon, Senior Fellow, The Institute for College and Career Success (ICCS), working with Xap Inc.
This presentation offered suggestions on how to use the student information portal,, for recruiting students.

Leveraging Financial Aid and Maximizing the Impact of Scholarship and Financial Aid Programs (PDF, 422k)
Kevin W. Crockett, President/CEO and Principal of Noel-Levitz
Are you making the most of your institutional scholarships and financial aid to support your enrollment goals? This session reviewed financial aid leveraging concepts and principles and provided attendees with some tips for analyzing their own institutional data. Strategies for communicating your financial aid awards and cost of attendance were also explored.

Map Your Road to Enrollment Management Success — Using ACT’s Enrollment Management Services (PPT, 1.2m)
Dr. Don Pitchford, Postsecondary Consultant, ACT Southwest Region
ACT’s Enrollment Management Services provides institutions with data that can be used to enhance the quantity, quality and diversity of incoming freshman students. ACT staff presented ways in which enrollment managers can effectively and efficiently shape student prospect pools, develop targeted outreach strategies and predict student enrollment and retention.

Compiling and Interpreting Enrollment Management Data (PDF, 989k)
Kevin W. Crockett, President/CEO and Principal of Noel-Levitz
Are you tracking the right metrics to manage enrollments on your campus? This session reviewed the benefits of a data-driven operation and provided numerous data displays that attendees could take back to their offices to increase accountability and productivity.

The Role of Faculty in Student Retention: Tradeoff or Outreach? (PPT, 2.2m)
Dr. Larry G. Edwards, Vice President, Academic Affairs, OSU-Oklahoma City
Faculty members play a critical role in integrating students into both academic and social activities that bind the students to the campus. This presentation explored the faculty perspective and shared numerous ideas on how faculty members can enhance retention while maintaining academic standards.

Engaging the Campus in Enrollment Management (PPT, 412k)
Dr. Myron Pope, Vice President for Enrollment Management, University of Central Oklahoma
Jerry Legere, Associate Vice President/Registrar, Enrollment Management, University of Central Oklahoma
Drew Duke, Executive Director of Student Financial Services and Special Liaison to the Athletic Department, University of Central Oklahoma

This presentation described how the UCO Enrollment Management Team (EMT) was created, who was selected to participate and why, what progress has been made, what has worked and what has not, and how the concept of an EMT can be developed and maintained.


February 28, 2008, University of Central Oklahoma

A New Conversation: More Degrees for Every Dollar (PPT, 985k)
Travis Reindl, Program Director, Jobs for the Future
Over the past century, the nation’s colleges and universities have made tremendous strides in meeting the demands of a growing and diversifying population. This unprecedented expansion of college opportunity has paid enormous economic and social dividends.

Continuing this expansion is crucial. The nation faces rapidly growing workforce demands at home and intensifying competition abroad. Disparities in educational opportunity and success linger, even as more Americans than ever before see education beyond high school as essential to their economic and social well-being.

Unfortunately, the percentage of adults with a college degree has leveled off, despite significant increases in spending by taxpayers and students and their families. This must change. While we must sustain investment in higher education, it will not be possible to award the number of degrees needed to be competitive by doing business as usual. We must focus on increasing productivity—more degrees for every dollar spent—to maintain our economic vitality and the promise of individual opportunity.

This interactive session outlined the productivity challenges facing Oklahoma and the nation and examined the role that retention plays in producing more degrees for every dollar spent.

Note: Video of the opening presentation is also available. To request a DVD, email

The State of Enrollment Management in Oklahoma and the Country (PPT, 4.2m)
Kevin W. Crockett, President and CEO, Noel-Levitz
This session provided the results of the enrollment management inventory that Oklahoma’s colleges and universities completed in preparation for the conference, specifically comparing the results of the 2007 assessment with the results from a similar instrument administered by Noel-Levitz in 2004. The session also covered emerging enrollment management trends and their potential impact on Oklahoma colleges and universities.


Predictive Modeling Applications in Enrollment Management (PPT, 2.2m)
Kevin W. Crockett, President and CEO, Noel-Levitz
A growing number of colleges and universities have been using advanced analytics to better manage their enrollment outcomes. This session explored the application of predictive modeling technology to impact both recruitment and retention results on college campuses across the country. Campus-based examples were used to illustrate the ways that colleges and universities have used predictive modeling in their enrollment programs.

The Adult Learning Focused Institution: Principles and Practices (PPT, 602k)
Dr. Judy Wertheim, Vice President for Higher Education Services, Council for Adult and Experiential Learning (CAEL)
Aware that helping adults learners earn a postsecondary degree is essential to the economic well-being of their state and the personal well-being of its citizens, many institutions are concerned about attracting and retaining adult students. To do so, they seek to meet their adult learners’ needs. But what are these needs? This session presented the essential principles of serving adult learners in higher education. The importance of the principles, tools for assessing them and concrete examples of how schools have used the tools were also discussed.

Untangling Wicked Problems: How to Maintain Hope When Dealing with Student Retention (PPT, 4.1m)
Dr. Rosemary Hayes, Director, Consortium for Student Retention Data Exchange (CSRDE), University of Oklahoma
The challenge of increasing student rates of retention and graduation is a complex and intractable one. A review of national statistics on student retention shows only small levels of improvement in comparison to the effort and resources focused on the issue. Could it be that there are problems so complex that they defy resolution? Or, is it possible that we could make headway if we used a different approach? There is hope. During this session, Dr. Hayes drew from her experience in decision support, systems engineering and organizational development to categorize the types of problems that confound higher education colleagues working on student retention. She also identified and provided examples of strategies that have been shown to work for each problem category. Participants came away from the session not only with the ability to distinguish between types of problems, but also with tips on how to customize their strategies to fit the problem type.

Note: The content of the following presentation is copyrighted by Noel-Levitz and may not be reused without permission.

Strategic Research: Give Your Enrollment Vision a Reality Check (PPT, 4.3m)
Strategic Enrollment Planning Research Checklist (PDF, 62k)
Ruth K. Sims, Senior Vice President, Noel-Levitz
Most institutions want to be bigger, better and brighter, or some combination thereof. But will the market support it? Market research is a powerful reality check for your strategic enrollment plan. Based on internal and external factors, it can tell you if your institution’s goals are within reach – or if there are opportunities you have overlooked. This session focused on the research-based strategic assessment forecasting required to develop an attainable strategic plan.

The Student Information Portal: An Implementation Update (PPT, 2.3m)
Armando Peña, Assistant Vice Chancellor for GEAR UP, Oklahoma State Regents for Higher Education
The one-year anniversary of the launch of the Student Information Portal is fast approaching, and its time for an update. What is the status of implementation? is a comprehensive Web-based information system for prospective and current college students. The Web site provides students with a "one-stop shop" for college planning and preparation. features online college applications and "campus tours" so that students can get the facts about Oklahoma colleges all in one place. The site also has various interactive tools that students can use to search for campuses that match any combination of selected criteria.

Utilizing the Unitized Data System (UDS): An Overview of the Data Access and Management Policy and Request Form
Michael Yeager, Director of Research and Analysis, Oklahoma State Regents for Higher Education
The Oklahoma State Regents for Higher Education's Division of Strategic Planning and Analysis collects and maintains a staggering amount of information from various sources, the main one being Oklahoma public institutions of higher education. Much of what is collected is available to those institutions for purposes such as tracking students. A discussion of the types of files, the levels of access and restrictions was followed with a presentation of procedures for obtaining information contained in those files.

Studies and Reports:
Data Management and Access Policy:
Oklahoma Education Information System (OEIS):

Lessons to Be Learned by All: My Experience With Achieving the Dream – Community Colleges Count (PPT, 3m)
Dr. Myron L. Pope, Vice President of Enrollment Management, University of Central Oklahoma
Achieving the Dream is a multi-year national initiative to help more community college students succeed (earn degrees, earn certificates or transfer to other institutions to continue their studies). One of the primary efforts of the initiative requires participating colleges to be open and straightforward about their current performance while taking bold actions to improve it. Dr. Pope has served as a data coach for two colleges since the initiative began in 2004. In this presentation, he described how this experience has provided him with lessons that have transformed his perspective on his daily work as a vice president of enrollment management.

Streamline Your Enrollment Management Program: Case Studies From UCO (PPT, 805k)
Drew Duke, Executive Director for Student Financial Services, University of Central Oklahoma
Susan Wortham, Assistant Vice-President for Enrollment Management, University of Central Oklahoma
Patti Neuhold, Process Improvement, University of Central Oklahoma
Karen Kusler, Center for Strategic Improvement, University of Central Oklahoma
Myron Pope, Vice-President for Enrollment Management, University of Central Oklahoma
Mark Moore, Director of Administrative Services, University of Central Oklahoma

Every day, organizations face the difficulty of making time to improve processes instead of simply addressing an issue with a “band-aid” fix. The University of Central Oklahoma has applied a process improvement method known as Transactional Lean to make improvements to broken processes in a quick and effective time period. The focus is to reduce wasted effort and improve efficiency of the process. The method was first used in the manufacturing world but now has been successfully implemented in education settings. In addition to a global view of Transactional Lean principles, UCO has three Lean processes to share in the enrollment management area.

Increasing Enrollment by Fulfilling Student Expectations through Community Partnerships (PPT, 3.7m)
Dr. Richard Rafes, President, East Central University
Dr. Diane Berty, Vice President for Student Development, East Central University
Dr. Delma Hall, Assistant Vice President for Academic Affairs, East Central University

The presenters discussed the effects of community partnerships on the recruiting and retention of students. The discussion highlighted the creation of venues that are attractive to students by forming community partnerships and opportunities that benefit the students, university and community. The presenters discussed a model of community partnerships that can be used by others to form like partnerships in their home communities.

Achieving the Dream: Using Data to Promote Student Success (PPT, 381k)
Dr. Jeanie Webb, Vice President for Student Affairs, Rose State College
Isabelle Billen, Director of Information Systems/Institutional Research, Rose State College
Lisa Kerr, Director of Student Success/Retention Initiatives, Rose State College
Linda Tucker, Coordinator of Math and Interim Associate Dean, Rose State College
Facilitator: Michelle Nutter, Student Affairs Specialist, Rose State College

In association with Achieving the Dream, a national initiative sponsored by the Lumina Foundation for Education, Rose State College has engaged in a data inquiry process intended to guide decision making processes to support student success. The purpose of the Achieving the Dream initiative is to integrate institutional policy and practices designed to reduce the achievement gaps among minorities and other underserved student populations. This presentation providec an overview regarding the data inquiry processes and initial involvements with the Achieving the Dream initiative and pending strategy implementation.

Going the Distance – Supporting Students from Beginning to End at a Regional University (PPT, 767k)
Bill Nowlin, Dean of Enrollment Management, Northeastern State University
Jeff Walker, Director of First-Year Experience and Enrollment Services, Northeastern State University
Brian Searcy, Coordinator of Second Year Programs, Northeastern State University

How can regional universities in Oklahoma retain and better support students from beginning to end? This presenation focused on getting students to the first day of classes, first- and second-year initiatives, major declaration and faculty advisement, career services, graduation, and alumni relations.