1. 3R’s: Research, Retention and Repayment Predicting the Future by Understanding Current and Past Students

2. Ted Lannan Director of Market Research Ted began his career as a teacher and counselor working with an Upward Bound program. His primary focus was on college placement and career planning for the students. Then, Ted transitioned into market research where he then spent the span of his career. Now with Inceptia, he applies business analytics to higher education. 2 © 2013 Inceptia Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

3. Importance of data analysis on YOUR campus and how it links to greater retention, improved graduation rates and enhanced repayment. Objective 3 © 2013 Inceptia Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

4. WHAT IS ANALYTICS? 4 © 2013 Inceptia Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

5. “Analytics is the use of data, statistical analysis, and explanatory predictive models to gain insights and to act on complex issues.” 5 Analytics in Higher Education: Benefits, Barriers, Progress and Recommendations, August 2012 EDUCAUSE Center for Applied Research

6. CURRENT ENVIRONMENT 6

7. 1 in every 4 students leaves college 7 © 2013 Inceptia Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

8. ½ of freshmen drop out 8 © 2013 Inceptia Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

9. $13.3 Million Lost to Attrition 9 © 2013 Inceptia Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

10. $6.2 billion in state appropriated funds 10 © 2013 Inceptia Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

11. State allocations changing -- supporting graduation 11 © 2013 Inceptia Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

12. WASFAA Region 2009 - 3 Year Cohort Default Rates 12 © 2013 Inceptia Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

13. WASFAA Region Proprietary Schools - 2009 3 Year CDRs 13 Avg for sector = 20.6% Avg for sector = 24.0%

14. WASFAA Region Public Schools - 2009 3 Year CDRs 14

15. WASFAA Region Private Schools - 2009 3 Year CDRs 15 Avg for sector = 22.5%Avg for sector = 5.1%

16. Sound business principles emphasize higher education institutions much focus on retaining students to generate an acceptable rate of return to maintain financial viability. 16 © 2013 Inceptia Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

17. THE STARTING POINT … ANALYTICS 17 © 2013 Inceptia Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

18. Introducing… 18 © 2013 Inceptia Confidential. Do not copy or redistribute without expressed written permission from Inceptia. Tom And, Molly

19. What does the data say? Group1 = Above Average ACT / Above Average GPA Group 2 = Below Average ACT / Below Average GPA Group 3 = Above Average ACT / Below Average GPA Group 4 = Below Average ACT / Above Average GPA

20. Analytics: Evaluates data to determine patterns Helps mine and connect vast amounts of information Are being used a schools nation-wide Offer a predictive view of upcoming challenges Make available a means to target available resources What you should know about analytics 20 © 2013 Inceptia Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

21. Importance of data analysis on YOUR campus and how it links to greater retention, improved graduation rates and enhanced repayment. Objective 21 © 2013 Inceptia Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

22. DATA IS USED TO IDENTIFY TRENDS TO IMPROVE STUDENT SUCCESS 22 © 2013 Inceptia Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

23. Four Step Process 23 © 2013 Inceptia Confidential. Do not copy or redistribute without expressed written permission from Inceptia. Step 1 Build Data Warehouse Step 2 Define Research Questions Step 3 Modeling & Reports Step 4 Tracking

24. The process starts with organizing your student data STEP 1: Building a Data Warehouse of Student Information 24 © 2013 Inceptia Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

25. Turn raw data into meaningful information STEP 2: Define Your Research Project and Analyze Data 25 © 2013 Inceptia Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

26. What has been the impact of various recruiting strategies and/or policies on bringing students to campus? What are the best high schools, counties and states to target for producing graduates? What characteristics make up our recruiting efficiency profile? Where did students go who were admitted but did not matriculate? Which strategies have produced the most enrollees and graduates? What has happened to the "Trustee Admits"? How much does your institution spend in institutional aid to produce a successful graduate? How much is wasted on dropouts? What are the characteristics of successful graduates versus dropouts? What high school GPA and ACT levels does it really take to be successful at your institution? Which is more important? Which majors produce the most graduates? Your school’s data can help you answer important questions 26 © 2013 Inceptia Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

27. Who are the populations that you serve and how big are they? What does it mean to be successful with each population? What learn of “academic preparation” is really needed for each of your programs of study? Does remediation work? Are their better ways to promote academic success? Where do your students go after they leave your school? Questions for Community Colleges 27 © 2013 Inceptia Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

28. Custom reports that provide detail and analytics to make strategic decisions STEP 3: Benchmark Reports and Predictive Modeling 28 © 2013 Inceptia Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

29. Reporting Data 29 © 2013 Inceptia Confidential. Do not copy or redistribute without expressed written permission from Inceptia. Inceptia examples: Financial Aid Statistical Reports

30. Reporting Data 30 © 2013 Inceptia Confidential. Do not copy or redistribute without expressed written permission from Inceptia. Inceptia examples: Enrollment Management Reports

31. Predictive modeling uses past information to help predict the future Rank students by degree of risk and identify risk factors for each student – early intervention is key Effectively use your resources to ensure the greatest results with students Predictive Modeling 31 © 2013 Inceptia Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

32. Predictive Modeling 32 © 2013 Inceptia Confidential. Do not copy or redistribute without expressed written permission from Inceptia. Inceptia examples: Student Success Profile

33. Effective research and analytics is not “one and done” STEP 4: Ongoing Analysis to Measure Success 33 © 2013 Inceptia Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

34. Data Data quality, data ownership, data access and data standardization Affordability Expenses of staff, training and tools Demand on IR and IT resources Accountability requirements mean IR is focused on reporting Roadblocks 34 © 2013 Inceptia Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

35. Map out strategy and planning Find an advocate among senior administration Look for an early win Invest in people over tools Don’t wait for perfection Partnerships and communication are key Plan for an infrastructure that supports analytics Benchmark to provide context Creating Success 35 © 2013 Inceptia Confidential. Do not copy or redistribute without expressed written permission from Inceptia.

36. THANK YOU! 36