Blueprint for Changing or Adopting Technology
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The document outlines a blueprint for adopting new technology in educational consulting, detailing a structured six-stage process that includes identifying needs, exploring and vetting providers, and conducting usability tests. It emphasizes the importance of finding a balance between desired workflows and software limitations while also encouraging feature requests. Additional resources and support options are provided to assist users in navigating the technology adoption process.
Blueprint for Changing or Adopting Technology
- 1. Blueprint for Changing or Adopting New Technology 2023 Cyndy McDonald
- 2. Cyndy McDonald • BS in Behavioral Science and MA in Education • UCLA instructor in College Counseling Certificate Program • College Counseling Professional for over 30 years: Helped start Higher Education Consultants Association (HECA). • Female Entrepreneur: started 1 consulting company, 1 technology company, 1 coaching company • Reside and Practice in Central California • Member/leadership experience in NACAC, WACAC, IECA, HECA, NCAG, and former commissioner for AICEP • Offering Business|Professional Coaching as the College Counselor’s Coach
- 3. Look familiar? This Photo by Unknown Author is licensed under CC BY-NC-ND
- 4. Why? Brings flexibility Save Time Save Money Help your practice grow Operate in same space as students
- 5. Iterative Process Stage 1 •Identify your needs Stage 2 •Prioritize Needs Stage 3 •Explore providers •Vet providers Stage 4 •Ask for demonstration •Set up a trial Stage 5 •Conduct usability Test •Evaluate results Stage 6 •Select the standout •Get started •Celebrate • No software package will meet 100% of your needs • Find the balance between the way you want to work and the way the software forces you to work • Don’t be afraid to make feature requests
- 6. STAGE 1 1. Your WHY Business College Process Communication Organization
- 7. STAGE 2 2. Prioritize MUST HAVE NICE TO HAVE DON'T CARE Use Blueprint for Adopting Technology Chart
- 8. STAGE 2 2. Prioritize Use Blueprint for Adopting Technology Chart
- 9. STAGE 3 3. Explore Market Offer One Function Multiple Function Ease of Use Price
- 10. 4. Vet the Providers No more than 5 companies Company History Support Compatibility
- 11. STAGE 4 5. Show & Tell Ask hard questions Use spreadsheet Share MUST HAVE priorities Pricing
- 12. 6. Give it a Spin as a Trial Prospect Journey Client Journey Consultant Journey Organization’s Journey Coupon Codes CollegePlanner Pro: CYNDYCPP 360Planner: Cyndy CounselMore: coach-cyndy CollegeAidPro: Book a meeting
- 13. Counseling Process Management Inputs •Student background •Surveys •Transcript •SAT/ACT Scores •Major/Career Assessments •Financial Assessment •College Preferences Research •College Search •List building •Evaluate college fit •Prioritize and assign admissions expectation Application Management •Application requirements •Application deadlines (ED, EA, Regular, Rolling) •Honors College, Portfolio, Supplement •Essays •Letters of Recommendation •Transcript (high school, CC, online) •Test scores •FAFSA/CSS Profile •Scholarships •Interviews •Admissions results CONSIDERATION • How do you like to work? ADMINISTRATION Email, Appointments, Reminders, Summaries, To Do Lists, Payment
- 14. Technology Reports Prospect Journey Client Journey Consultant Journey Organization’s Journey Coupon Codes CollegePlanner Pro: CYNDYCPP 360Planner: Cyndy CounselMore: coach-cyndy CollegeAidPro: Book a meeting
- 15. STAGE 5 7. Conduct Usability Test Create test Create a Rubric for evaluation of results Have students, parents, team members use it Record & Compare results to priorities Coupon Codes CollegePlanner Pro: CYNDYCPP 360Planner: Cyndy CounselMore: coach-cyndy CollegeAidPro: Book a meeting
- 17. Review results Discuss Solicit Recommendations Prepare for Next Step Coupon Coes CollegePlanner Pro: CYNDYCPP 360Planner: Book a Demo CollegeAidPro: Book a meeting 8. Review Results Coupon Codes CollegePlanner Pro: CYNDYCPP 360Planner: Cyndy CounselMore: coach-cyndy CollegeAidPro: Book a meeting
- 18. STAGE 6 9. And the Winner is? Select the one that stands Out the most to you.
- 19. 10. Getting Started Schedule time to learn new system
- 20. 11. Celebrate!
- 21. Available • Detailed Article: 11 Steps to Choosing A Technology • Comparison Spreadsheet • 2022 Technology Report • Today’s presentation Chat with Cyndy: https://cyndy-coach.youcanbook.me/ View user stories: @cyndymcdonaldchannel Contact me: cyndy@cyndymcdonald.com
- 22. Questions?