1. Increasing the Impact of Integrated Planning and Advising Services (IPAS2) Today’s webinar will begin at 4:00 p.m. ET. Audio will be provided through your computer speakers. Nancy Millichap, EDUCAUSE Carrie Henderson, Achieving the Dream Melinda Karp, Community College Research Center Greg Ratliff, Bill & Melinda Gates Foundation Ryan Kelsey, Leona M. and Harry B. Helmsley Charitable Trust

2. Agenda About Us EDUCAUSE and Partners Comments from the Funders What are IPAS? The RFP Goals Intended Outcomes STEM Challenge What Winners Receive Eligibility and Selection Criteria Applying How to decide about applying How to apply What to do when questions arise Timeline Attendee questions

3. About Us: EDUCAUSE and Partners

4. Partners in IPAS2  EDUCAUSE EDUCAUSE  The Bill & Melinda Gates Foundation The Bill & Melinda Gates Foundation  The Leona M. and Harry B. Helmsley Charitable Trust The Leona M. and Harry B. Helmsley Charitable Trust  Achieving the Dream Achieving the Dream  The Community College Research Center at Columbia University The Community College Research Center at Columbia University

5. EDUCAUSE  A professional membership association  An international membership of 2300+ colleges, universities, and educational organizations  A mission of advancing higher education through the use of information technology  A recent history of grant-making in higher education and K12 education through the Next Generation Learning Challenges initiative, with funding primarily from the Bill & Melinda Gates Foundation

6. Community College Research Center, Teachers College, Columbia University  CCRC conducts research on the issues affecting community colleges and broad access universities.  We work with colleges and states to improve student success and institutional performance.  CCRC engages in rigorous quantitative, qualitative, and mixed-methods academic research.  We take a knowledge development approach, gathering information that can be used to guide decision-makers and provide strategic assistance to colleges.

7. Achieving the Dream  National Reform Network with more than 200 institutions, 100 coaches, and 15 state policy teams in 34 states and DC  Goal to help community colleges meet the challenge of building social and economic mobility, sustainable communities, and a skilled workforce for the 21st century  ATD facilitates effective peer learning opportunities and connects colleges with national higher education experts

8. Comments from the IPAS2 funders  Greg Ratliff Bill & Melinda Gates Foundation  Ryan Kelsey Leona M. and Harry B. Helmsley Charitable Trust

9. What are IPAS?

10. IPAS: Integrated Planning and Advising Services What?  Utilization of technology to enhance and streamline course advising, course selection, course registration, tracking of student progress, and targeting of support services Why?  To improve student academic decision making  To improve institutional strategies to help students stay on track to degree attainment

11. What IPAS Are Targeted in This Program? These three student-facing functions are the focus in IPAS2:  Education planning: guiding students to select efficient, relevant courses and programs of study that will lead to completion of a degree or credential  Counseling and coaching: connecting students to resources and enabling advisors and students to monitor progress and create personalized plans  Targeting risk and intervention: providing advisors, faculty, administrators, and students themselves ability to better predict course failure or withdrawal so that interventions can occur in time

12. The RFP

13. The Goals of This Program  Identify 24 college and university partners  Fund those institutions for three years to further their pursuit of IPAS solutions  Carry out a project to adapt and use new technologies that will enable institutions’ staff, faculty, and administrators to improve advising  Examine the practices, business process impacts, and technology and culture challenges that arise  Study early outcomes

14. Intended Outcomes  24 institutions will deploy redesigned approaches to advising coordinated and enabled by IPAS technologies  250,000 low-income and disadvantaged learners will experience improved educational outcomes  Individual course completion, time to degree, retention, and cost per completion will all improve at each institution (at least 10% over the grant period)

15. STEM Challenge  STEM jobs represent 20% of all jobs in the US and half of those jobs require sub-baccalaureate credentials  Community colleges are launching pad for individuals to access high-paying, quality careers in STEM  STEM challenge is open to active ATD Leader CollegesATD Leader Colleges  Four Leader Colleges will be selected to participate and implement IPAS for students on STEM pathways  Interested Leader College applicants should complete IPAS application plus the additional narrative specific to the STEM challenge

16. What Winners Will Receive  A grant of up to $225,000 over three years to offset some of the expenses of an IPAS2 implementation and/or expansion  Recognition for an institutional commitment to offering technology-enabled advising services  Connections to  other institutions that share this commitment  IPAS vendors  consultants in change management, technology integration, and business processes  Rigorous third-party analysis of student outcomes and return on investment

17. Eligibility and Criteria

18. Eligibility  Public or private nonprofit institutions that offer associate’s or bachelor’s degrees or both  Support from the institution’s president or chancellor, indicated by letter of support  Implementation of IPAS addressing these three student-facing needs:*  Education planning  Counseling and coaching  Risk targeting and intervention *Preference will be given to proposals that address all three areas

19. Selection Criteria  Evidence that plans and procedures exist now to improve student retention and completion  Evidence that departments can and do work together to improve student outcomes  Experience using IPAS systems combined with strong technology infrastructure and system capacity  Strong institutional motivation, across groups and departments, to drive reform in advising and student success by utilizing IPAS  Strong institutional culture marked by clarity of mission, effectiveness in decision-making, and effective communication  Ability to implement process of technology adoption including plans for end-user training and implementation across institution  Provision of work plan for this implementation within the project timetable  Clear cross-departmental vision for student advising reform that will reach the entire student body and drive retention improvement

20. Applying

21. How Can We Decide Whether to Apply?  The EDUCAUSE IPAS2 web page links to several important resources to aid your thinking:  Tyton Partners IPAS Institutional Self- Assessment Survey: interactive online survey to assess your readiness for IPAS Tyton Partners IPAS Institutional Self- Assessment Survey  CCRC’s “Evaluating Your College’s Readiness for Technology Adoption:” tool designed to encourage conversations within your institutionEvaluating Your College’s Readiness for Technology Adoption  ECAR’s Implementation Handbook, Data and Systems Integration Study, and Benchmarking Study: research on implementations during IPAS1Implementation HandbookData and Systems Integration StudyBenchmarking Study

22. How to Apply  Create account and use applicant portal linked from the EDUCAUSE IPAS2 PageEDUCAUSE IPAS2 Page  Core of the application: narratives from three departments:  Provost or CAO in partnership with head of student services/advising (lead) – up to 4 pages  CIO/IT leader – up to 2 pages  Institutional Research Officer – up to 2 pages  STEM challenge applicants (ATD Leader Colleges) will answer additional questions – up to 2 pages  Other key proposal components: budget (template provided in applicant portal), budget narrative (instructions in portal), bios for leads, support letter from the president or chancellor

23. What if we have questions as we proceed?  Review materials and utilize tools provided on the EDUCAUSE IPAS2 web page  Check the “Frequently Asked Questions” list on the web page, which will develop and expand as we receive your questions  Send email to Nancy Millichap, EDUCAUSE’s program officer for IPAS2 (nmillichap@educause.edu)nmillichap@educause.edu  If you encounter problems using the applicant portal, please contact program associate Silke Koester (skoester@educause.edu)skoester@educause.edu

24. Timeline  June 17, 2015 | 5:00 p.m. (PT) Applications due  July 10, 2015 (approximate) | Up to 20 grantees and up to 4 STEM grantees selected  August 3, 2015 (approximate) | Grants announced; project start date; first issue of funding (1/3 of total)  August 3, 2016 | First year (beta testing and piloting) concludes  July/August 2016 and July/August 2017 | second and third issuances of funding on receipt of progress report  September 6, 2016 | IPAS systems operational  August 4, 2018 | End of project

25. Your questions? Please type your question in the chat space.