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Project Phases
Pre-launch
Assessment and Planning
Design and Development
Implementation and Evaluation
The LAAP partners divided their student service projects into phases
to manage the workflow and expectations. These guidelines describe the
approaches and activities that proved most useful. Make sure you have
visited the overview section first to put
these phase guidelines in context.
Pre-launch
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Determine what you are trying
to achieve
Most institutions have information online about their student
services regardless of whether these services are available
online or not. The next step for the institution is to decide
whether to develop some new or improved online student services
or put existing student services online as-is. There is a huge
difference. Can you commit to the latter at this point or do
you need to take the interim step? Each institution will have
to make this fundamental choice based on their mission, campus
culture, and resources.
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Secure support from the top leadership
Without buy-in support from the top leadership — provost or
above — you should not proceed. This project will require campus-wide
cooperation and possibly changes to the technology infrastructure,
campus culture and structure, along with both a short- and long-term
financial commitment. It is unrealistic to think that these
changes will occur without the support of the top leadership.
The more emphatic that support, the faster the progress will
be.
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Take the time to do it right!
In developing new Web-based student services, technology is the
easier part. The hard part is identifying the key stakeholders,
sponsors, and champions; creating the new vision for campus services;
addressing the critical policy, political, turf, and procedural
issues that arise; achieving buy-in for the final vision; and
securing the funding. Depending on the scope of the project, this
can take several months or even years.
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It is important to resist the pressure to just get existing
services up on the Web quickly as-is. In the rush to do
so, it is likely that technology will be bolted on to existing
practices and inefficiencies and inadequacies will result.
Just as this approach often has failed for e-learning on
the academic side of the house, it is likely to fail on
the e-services side as well.
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In some cases, the campus culture and structure will be
affected. These changes take time and to rush them can be
devastating to the project.
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Select the “right” project director
Developing an array of Web-based student services is a complex
and long-term project that requires a project
director who is a creative thinker, understands the big
picture, and recognizes that “the devil is in the details.”
This individual should have the ability to motivate a “volunteer
workforce” of student services staff and others who, in most
cases, have full time jobs without this extra project. The project
director should understand the campus culture and politics and
be well respected by both the leadership and those in the trenches.
He or she should be a good communicator and able to set and
control realistic goals and timelines. It is critical that the
project director be given adequate release time to manage the
project. It is vital that this project director solicits opinions
in advance from students and strives to achieve student-based
and student-oriented services.
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Assemble a cross-functional vision
team to provide project oversight
The Web provides a platform for merging a wide range of student
services to provide more efficient, customized, and personal
services. This new “vision” requires changing the way the institution
has traditionally thought and operated. By assembling a cross-functional
team with wide representation from the campus community (including
students and staff), you set the stage for thinking about student
services in a new way. Critical players on this team should
include key campus leaders, the registrar, student services
staff, marketing, human resources, faculty, and IT representatives
– and, lest we forget, students as well. These individuals should
be open minded and creative thinkers who can help others see
the benefits of change and also identify staff with critical
expertise to serve on the more focused design and implementation
teams. To see the good composition of the LAAP campus vision
teams, go to the partners
section.
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Be inclusive
Good ideas come from many sources. Although the size of the
core vision team must be limited for management purposes, mechanisms
should be in place to receive input from others. Web-based suggestion
boxes, surveys, and focus groups help to ensure that all interested
parties have an opportunity to be involved.
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Approach the project in phases
All projects have their limitations and it is important to set
realistic expectations — internally and externally — from the
start. By approaching the project in phases (that is, through
staged implementation) — assessment and planning; design and
development; implementation and evaluation — the project becomes
more manageable. It is important to identify well-defined tasks
and a proper and achievable timeline for each stage and to publicize
your success when appropriate. This will help keep internal
participants motivated and others interested in the project.
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Communicate about the project
regularly
It is critical to inform to all constituents of your progress
along the way — those on the project teams as well as those
in the broader campus community. By providing regular updates
in newsletters and presentations to various constituencies,
you help prevent misunderstandings and unrealistic expectations
that can cause delays or even derail your project. For example,
to keep everyone informed of the project’s progress, Regis University
established a special Web
site.
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Engage an outside expert
Outside experts bring knowledge about best practices at other
institutions and outside organizations along with an objective
ear and voice to your project. By scheduling regular visits,
they can help you keep your project on track by providing the
incentive to accomplish certain tasks in advance of visits.
In some cases, staff may be more comfortable expressing their
concerns to an outsider who can ensure privacy while relaying
the critical information to the vision team.
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In the LAAP project, WCET scheduled visits by outside
experts to each of the campuses as the projects progressed.
Areas of expertise included institutional change, online
student services, accessibility for students with disabilities,
and technology. At the concluding partners’ meeting, project
directors identified this as one of the most critical components
to their successes.
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Assessment and Planning
Assessment
During this phase, focus on developing a working relationship
among members of the vision team. For some, this may be the first
time they have worked outside their primary areas of campus responsibility.
They may be unsure of the expectations and cautious (or even suspicious)
about their involvement.
Work through this phase at a high level, establishing common understandings
and trust where possible. Remember that the goal is to “re-imagine”
student services for your campus, not just to Web-enize current
practices. Thus, you should avoid getting bogged down in detail
and offending members of the team who may be defensive about the
current system.
This phase is usually the most awkward and difficult. Accept that
this is part of the process caused by the anxiety in approaching
the unknown. Do not despair; progress will happen in time.
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Define student services
Establish the exact meaning of each of the “student services”
for your campus. What is included? Use the LAAP
web of student services to initiate discussion.
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Identify users
Define the constituencies for your new online student services.
In addition to the wide range of students, who else will use
these services? Staff, faculty, parents, others?
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Assess available technology
Inventory existing
campus technologies supporting student services — campus-based
and online. Distinguish between isolated pocket and enterprise-wide
solutions. What solutions are integrated? What are the major
successes and limitations so far?
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Scan the environment
Identify related initiatives — campus, system, state, and other
technology initiatives — underway to develop or enhance
online services for your constituencies. For example, these
might include the purchase of a new student information system
or the implementation of a portal or a single sign-on program.
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Evaluate your current services
Review services offered face-to-face and remotely. You may want
to involve an outside expert as a facilitator and to add an
outside perspective, to provide a neutral voice, and to stimulate
your thinking.
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Think big
Concentrate on building awareness for what is possible.
Examine some of the best practices
in online services at other campuses.
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Keep communicating
Establish a communications system to keep team members continuously
informed and engaged. Broadcast email, listservs, and Web work
sites are efficient and effective. A word of caution here: Make
it easy for your team to participate by delivering information
to them either in its entirety or as a link. Don’t expect them
to go spontaneously to a password-protected project site to
get updates or to participate in threaded discussions. Rather,
use the site as a repository of information for reference purposes
and include ease of collaboration across the repositories. A
repository sitting idle serves nobody.
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Support your institution's goals
Review your institution’s strategic plan, budget and long-term
fiscal plans and projections for investments in technology.
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Stay on task
Determine and publish the project scope and timeline regularly.
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Planning
Each phase is important, but this one is probably the most so. It
is likely to be the longest and the most difficult. It is wise to
move at a measured pace in order to avoid the $1 planning error
that will cost $1M to correct later.
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Refine the goal(s) for the project
Now that you have assessed your current student services and
established an understanding of the scope and timeline for the
Web services project, determine what is realistically do-able
for the short and long terms.
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Adopt guiding principles
Guiding principles serve to align the team’s thinking and help
to ensure that the project stays on track. The LAAP partners
adopted a set of guiding principles
to adhere to in developing their student services solutions
both independently and in working together.
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Think differently
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Think holistically
Historically, campuses have added various student services
as the need for them arose. As a result, most services operate
in silos with separate and independent infrastructures,
policies, and procedures. Today, new technologies and the
Web make it possible to integrate these services (and the
supporting hardware/software and other infrastructures)
to provide more effective and efficient services for all
students across the full spectrum of their relationship
with an institution — from prospective student, to graduating
senior, to alumni, to lifelong learner.
Some of the early adopters in e-learning who began teaching
online long before the campus was ready to adopt a strategy,
had to change their course platforms or other solutions
as the campus made enterprise-wide decisions. Likewise,
some divisions, departments, and colleges that have taken
the lead in putting their services online may need to make
changes as campuses develop comprehensive plans for Web-based
student services. This will be particularly true for services
designed as extended silos whose technical infrastructure
is not compatible with that supporting other services or
ones that the campus cannot sustain because of scaling,
staffing, or cost issues. Any single service that goes it
on their own is in danger of operating in an isolated environment.
Think about how your campus can integrate related functions
of multiple services to provide customized “one-stop” services
for each and all students. Example: Enrollment services
which merge components of registration, financial aid, and
student accounts. For more information on integrating functions
and customized service, see the introductory chapter to
Innovation
in Student Services, edited by Darlene Burnett and Diana
Oblinger.
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Think out-of-the-box
Technology makes it possible to offer a level of service
that is not possible (or even thinkable) manually. By automating
many routine tasks and some of the complex analytical tasks,
you can free staff to spend more time on the “high touch”
services students want. Take this opportunity to imagine
new student services, rather than “Web-enizing” current
practices. Remember: If you automate bad or inadequate services,
the result is simply automated bad or inadequate services.
A good example, Kapio’lani Community College asked: "Why
not think about academic advising and orientation services
as special use cases of tutoring? After all, they have many
of the same components: assessment, information, instruction,
messaging, and tracking. Is it possible that some of the
same technical solutions that support tutoring can be used
to support the other services? Are these always discrete
services or can they be blended into a more integrated model
of 'learning support services'?"
Another good example, Regis University asked: “How can we
provide the just-in-time kind of orientation services students
want rather than the overwhelming one-time data dump traditionally
provided by campuses? How can we use technology to deliver
orientation like slow-release medication across the full
spectrum of a student’s relationship with the institution
just as it is needed?”
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Create a vision for what student
services should be like
Technology is evolving so rapidly that what is impossible today
may be possible tomorrow and ubiquitous in a short time. So
ignore the limits for now and involve your team in crafting
a “high level” vision to put your campus on the cutting-edge
of service to students. Don’t worry if it can be done; just
imagine it and let the IT professionals worry about implementations
or adjustments to your demands later. Capture this vision in
narrative and use this document to inform and educate others
about the project. See The
Art of the Long View for excellent information on
scenario building to introduce improved or new services.
Some factors to consider:
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Are the services designed from the student’s point of view,
but tempered with the knowledge of veteran staff?
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Are they seamlessly integrated, as appropriate?
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Are they interactive, providing real services online — not
just information online about using available offline services?
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Do they provide an appropriate degree of self-service with
easy access to live support?
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Are they personalized to subtract away superfluous information?
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Are they customizable (as appropriate) by the student?
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Do they include the appropriate level of self-service?
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Do the services accommodate all users — students, staff,
and others as appropriate?
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Do the services take advantage of new technologies and functionalities
such as event triggers to both “push and pull” services to
and from the student?
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Are they conceived to deliver the just-in-time service that
students want and deserve?
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Are the services flexible to accommodate customization by
various departments or colleges?
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Will the services automate tasks to free staff to spend more
time on personal services?
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How will job responsibilities and skill requirements change?
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Weigh the vision against key
policies, practices and attitudes
The new vision is likely to require changes in policies, practices,
campus culture, attitudes, and perhaps even people themselves.
Identify as many necessary and desirable changes as possible
and what will be involved to make them occur. Are there some
that are set in stone? What is the timeline for changes to the
others? Develop strategies to change those that you can and
begin working toward those goals. See policy
challenges.
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Revise the vision and/or the
timeline
Sometimes it is necessary to modify the original vision, but
it is important to be cautious when doing so. Change, although
not easy, is often inevitable. It just takes time and effort.
Can you identify workarounds that would remain true to the original
concept? Could you rollout the vision in versions, addressing
limitations over time? That is, you can stage the implementation
of online services over time.
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Determine the priorities for
your initial focus
There are several ways to determine where to start. To develop
personalized and customized student services, integration with
the student information system (SIS) is key. If the SIS is stable
— i.e., no plans to change it in the near future — it makes
sense to start with the administrative core services. These
services are usually centralized and operate on established
rules and laws. Many institutions have developed “one-stop”
enrollment services merging registration, financial aid, and
student accounts as their first step in designing student-centered
online services.
Some institutions prefer to start with the services identified
during the assessment phase as the most important and which
the institution is doing well. These can usually be put online
quickly and help to generate interest in the possibilities for
other more complex services later on. Others prefer to tackle
those services identified as important which the institution
is not doing so well. These require more effort in the planning
stage, but also have the potential for creating the most satisfaction
among users. Some might want to follow the order determined
as priorities
in research by the Southern Regional Education Board (SREB).
In the LAAP project, students responding to surveys and participating
in focus groups at the three institutions identified academic
advising as the most important service. In itself, academic
advising is a huge service and institutions may find it necessary
to address it in stages. One way to approach this is to identify
the various components of academic advising on your campus
and ask stakeholders to evaluate how important each is to students
and how well the institution does it. It is also important to
contrast academic and other types of advising to better define
academic advising. Again the choice might be to focus on those
that are important and that the institution does well to do
something quickly or to focus on those that are important which
the institution does not do so well to make a bigger difference.
If your SIS is going to change, then you may want to start by
developing a standalone or outsourced service since spending the
time and money to integrate a solution with the current SIS would
be wasted. At Kapi’olani where this was the case, the team focused
on a pilot group of 90 medical assisting students. They developed
a small database that acted as the SIS for service modules they
developed in the LAAP project. This experiment prepared them to
refine the modules before integrating them with their new SIS
(implemented in the final stages of the project) to serve the
larger campus community.
For more information on personalized
services and student information systems, see Bill Haid's
webcast.
Design and Development
Design
This is the exciting stage. Using your holistic (that is, complete)
vision as the context, you can now drill down into specific parts
of it.
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Assemble a design team
At least some members of the vision team should serve on the
design team (link to KSU team for example) to ensure that the
design adheres to the recently adopted holistic vision (or,
stated in software terms, the design manifests the architecture
specifications). Other subject matter experts (SMEs), with expertise
in the practical aspects of the selected service areas, should
be added. If you are focused on decentralized student services,
it is important to have representatives from the various departments
or colleges providing the service(s). A few representatives
of IT should also participate on this team, but primarily as
resources. You should have at least one person on the team who
can bridge the natural gap between education and IT professionals
— or at least have periodic access to such a person.
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Focus initially on the WHAT,
not the HOW
This is the most important
guideline. Technology should enable the vision, not define it.
The SMEs should develop a vision for the selected service(s)
in as much detail as possible. This may not be easy for some
student services staff. Most went into the field because they
like people. Some may be concerned that technology will interfere
with that in some way — a few may even fear losing their jobs.
Others are not sure how they can inform the process because
they know so little about technology. Assure them that they
don’t need to know what technologies to use. This will be the
role of the IT staff in the development stage. For now, you
want them to imagine WHAT a new service SHOULD be like — with
both automated and manual components as appropriate. In short,
SMEs define WHAT you want; IT defines HOW to do it.
Visits by outside experts who can talk about best practices
at other campuses and in outside organizations in the service
area(s) can provide the inspiration needed to brainstorm new
ways of operating. It is important to keep these discussions
focused on what the new service should be like — not on how
it is currently done or in the future will be done. Some demos
from vendors may be appropriate at this time as a way to educate
the design team about some of the possibilities enabled by technologies
— not to limit the vision.
Develop a narrative that captures this new vision and use it
to inform stakeholders, to solicit feedback for revisions, and
to garner early buy-in from campus leadership.
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Use a common language to work
together
Each discipline has its unique vocabulary. Many terms — even
the most common ones — may have several different meanings on
your campus. Develop a project
glossary and record key terms (and labels for also known
as (a.k.a.) terms). This handy reference will be particularly
helpful as the project starts and progresses to help ensure
that everyone is thinking about the very same thing. This step
is time-consuming and frustrating but be patient to reap the
rewards. Do not skip this step!!
Another way to bridge the language gap among SMEs and IT staff,
in particular, is to use scenario building and the Universal
Modeling Language (UML) for expression of, and communication
of, the scenarios. UML is a standardized graphical language
that allows one to illustrate complex ideas in a simplified
manner. See publications
for more information about UML and scenarios as well as Burnie
Blakeley's webcast on
bridging the communications gap between student services and
IT staffs.
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Use scenarios
to describe the vision in more detail
The scenario building process provides a way to focus on aspects
of the vision in more detail so that descriptions of functional
needs can be more concrete and well-defined. Writing a scenario
is somewhat like watching a scene in a play. Actors (students,
staff, others) perform on the stage. Behind the curtain (in
the technology system), necessary activities occur to support
the actors. The scenario expresses itself as a series of “message
pairs” exchanged between the actor (the student, staff, or another)
and the system (the student services online).
The scenario is a series of steps initiated by the actor (through
step 1 and subsequent odd-numbered steps) and responded to by
the service within the system (through step 2 and subsequent
even-numbered steps). Step 1 and step 2 constitute the first
message pair. Step 3 and step 4 constitute the second message
pair; and so on. First the actor “speaks” (sends a message to
the system), then the system responds, not unlike a dialog in
a play. Then one or more additional message pairs (or pairs
of steps) are exchanged between actor and system until the intended
goal of the scenario is accomplished.

Every scenario has a goal of accomplishing some part of or all
of a student service. For example, the scheduling of an advising
appointment can be the goal of a scenario and the fourteen message
pairs (28 steps) between actor and system can accomplish that
goal.
By writing scenarios to describe the most frequent and critical
interactions between a user (student or other) and a service,
you help team members to identify and clarify the commonalities
and differences in their visions. This is especially helpful
for services such as academic advising, which are distributed
across campus.
Moreover, scenario documents can be a useful way to communicate
with the IT staff and prospective vendors about the kind of
functions you would like to have supported by functionality.
The functions are expressed in terms of the system user’s perspective,
not in terms of the internals of the system itself. It is not
important to define what the system is, rather use the term
abstractly and focus on what the system should do. The more
detail you provide, the less likely there will be misunderstandings
in what you would like the system to do.
For more information on scenarios, see how K-State
used them and see a blank scenario
form.
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Determine key assumptions, requirements,
and issues (ARIs)
As you work through the scenario process, record the key assumptions
(what you think to be true or anticipate to be true in the future),
the requirements (what a system must do — automated and manual
processes), and what the unresolved issues are.
Document the source of the assumptions, if known, and validate
these assumptions periodically throughout the project.
Express the requirements in simple statements derived from the
scenarios that have been written and express these requirements
as USER requirements, not SYSTEM requirements. Express only
user requirements and leave the technical requirements (to support
the user requirements) to the IT staff. Always use an “outside-in”
view and leave the “inside-out” view to the IT staff. Complete
the scenarios and then digest the user requirements from those
scenarios. The scenarios provide requirements details; the user
requirements list (expressed as a list of single sentences,
one for each requirement) summarizes the requirements.
Work to resolve as many issues as possible by assigning them
to a single member of the team or others outside of your team,
as appropriate. Work to resolve as many issues as possible but
if no resolution is found, then document these issues as possible
risks. These documents can serve to inform your IT staff, be
addendums to RFPs, and provide in years to come the historical
perspective for why some decisions were made.
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Build in quality assurances
Good student services support learner success and retention.
What are you trying to achieve with your new services? How will
you know that what you are planning to do will be effective
with certain types or all students? What tracking mechanisms
will be built in?
With technology it is easier to track effectiveness than with
manual processes. Determine the outcomes for your new services
and define the metrics for evaluating them. When your new service
is operational, this information can help inform your revisions,
provide direction for staff training about the most successful
interventions, or demonstrate how technology can enhance services
and sometimes lower costs. See the K-State outcomes
profile and Regis' cost
savings.
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Think versions
Usually it is not possible to do everything at once. By rolling
out the functionality in stages, you have the opportunity to
deliver some improved service more quickly and stably. This
staged implementation serves to demonstrate progress and to
stimulate interest and enthusiasm. It also gives you time to
learn from the users and to revise your vision in ways you may
not have imagined. A stronger end product can result.
To do this successfully requires a plan. Determine exactly what
functionality you will roll out in each version and develop
a communications strategy to keep key stakeholders and users
informed of what is in each version and why. This will help
to manage expectations and ensure a smoother transition from
current operations to the ultimate vision.
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Consult with the IT staff on
HOW to support the new service
The scenarios (and associated ARIs) provide a good basis for
discussion with your IT staff about what you want the new service
to be like. Specifically, the scenarios demonstrate exactly
what is expected in the way of interactions between the student
services system and the user. Each step (set of information
exchanges) of the scenario identifies what the student (or other)
user does and what the student services sytem does in response.
By examining each scenario, the IT staff can begin to determine
what kind of technical requirements would be needed to support
each step of what you want to do for each step of the scenario.
The technical requirements support the user requirements. The
assumptions, requirements, and issues documents will also be
very helpful to the IT staff professional to either understand
or challenge each A (assumption), each R (requirement), and
each I (issue).
Once the technical requirements for the system are known, the
IT staff can evaluate and recommend steps of the IT system implementation.
Some of the considerations:
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Does the software needed to support the scenarios (and
each step within them) already exist among
that which the institution owns?
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Is there software already in the marketplace that the institution
could buy to support the new service? Use
EduTools
to compare software.
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Does the IT staff have the expertise and time to build
an in-house solution? And, very importantly, to change and
maintain it?
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Should the institution partner with a
third party (e.g., a vendor, another institution, or a consortium)
to develop a solution?
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Should the institution simply outsource
the service to a service provider?
What are the costs for each of the options above? What are
the compatibility issues with the student information system,
portal, and other technologies? Will an RFP be required? How
would these options affect the time frame and staffing choices?
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Determine best option(s)
For a high level and quick summary of the options, a technical
options matrix can help facilitate the communication between
the IT staff and the Design Team. For complex requirements,
much discussion between the IT staff and the Design Team may
be necessary to compare options at the level of detail necessary
to make the best decision. In some cases the IT staff will need
further work or additional scenarios to help narrow the choices.
Tradeoffs in functionality are likely and it is critical that
the IT staff make all choices known to the Design Team as they
discuss their recommendations.
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Development
How this phase proceeds will vary with the option(s) chosen above.
This section is written from the perspective of an institution that
chooses to build its own “homegrown” solutions so not all of it
will be relevant for the other options.
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Appoint a development team
This new team — the HOW team — will be composed primarily of
IT staff with the specific architecture, design, and programming
expertise needed. It should also have SMEs from the Design Team
to help guide the IT staff in discussions about the details
of statifying the requirements, as such are expressed within
scenarios.
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Establish a realistic
work plan
In most cases, each of the team members will have other responsibilities
and this project will compete for their time and attention.
The project director must work with the team to establish a
realistic work plan with discrete checkpoints. To keep the project
on track, hold regular meetings to report progress (to the team
and to outsiders such as stakeholders), while adjusting the
timeline or securing additional resources as desired or necessary.
It is also critical to build in adequate time to seek required
approvals and to keep track of these approvals.
- Develop the “storyboard”
The scenarios tell the story at a high level and provide guidance
about the overall framework and functionality needed in the system.
The developers (programmers and designers) will need more detail
at this stage. Storyboards (which can be viewed as a series of
scenarios, somewhat like a collection of scenarios within an act
of a play), are a set of consecutive depictions of important changes
along paths through the system and provide a closer look. The
more detailed the storyboards, the more likely the developers
are to provide a satisfactory solution.
In many cases, the team will want to meet with stakeholders to
review the storyboards and may need to work through an intense
period of short consultations to make the necessary modifications.
For example, what directions will a student see on the screen
for completing an application? When the student submits the application,
what message will be displayed? Will the student also receive
an email message confirming receipt of the application? If responses
in the application trigger different paths in the system, will
different messages be needed? If so, what should they say?
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Determine a common “look and
feel”
Work within the institution’s established or evolving guidelines
for a common “look and feel” to establish a cohesive image for
student services. Use identifying graphics to distinguish specific
services.
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Create a prototype
A mock Website can be very useful in demonstrating how the new
online service will work. It does not need to be fully functional—it
can be a “skeleton” and only appear externally to be complete.
For example, if students will be able to search for classes,
use a defined path with links to static pages to give the impression
of search. This is a good way to test the concept with prospective
users and stakeholders, refine current plans, and add requirements
not identified in the design phase for incorporation at this
stage or in later versions. This is an outside-in viewpoint.
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Refine the budget projections
Now that the requirements are better known, a more specific
budget can be determined. Be sure to include projections for
scaling the service, maintaining it over time, and developing
and providing staff/student training. In addition, project cost
savings or the benefits derived from improved service so that
decisions related to the budget can be made within the larger
context of organizational change.
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Seek final approvals
Ideally, key stakeholders have been involved along the way and
can give or help to achieve final approvals. For those who have
not been involved, develop short project descriptions with links
to the prototype, FAQs, and other supporting materials. You
also might use demos from outside the institution to stimulate
enthusiasm for buy-in to any new technologies that are not familiar
to the approvers.
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Refine the requirements
Depending on the outcome of the budget and approval process,
it may be necessary to scale back, restate, or expand the requirements
one more time. Another possibility is to break the requirements
up into versions, taking care to include as much of the infrastructure
as possible in the initial phases.
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Develop and test an alpha version
Develop a working version of the system and test it with different
users . Be sure to include off-campus students and students
with disabilities as well as staff. Keep a detailed list of
change requests and determine which should be addressed now
and which can wait for later versions.
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Create an internal marketing
plan for the new service(s)
Determine the best time to introduce the new service and begin
to build awareness about the features it will include. Be careful
to set realistic expectations.
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Pilot the new service
By piloting the new service with a selected subset of the campus
population, the developers will have the opportunity to fine
tune the technology solutions before full roll out. This also
allows the developers to observe the use of the service at different
times during the academic year when simultaneous use and system
load may make additional changes necessary before full deployment.
Implementation and Evaluation
Implementation
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Train the users
Prior to implementation, provide as much training as necessary
to staff and students to use the new service successfully. In
many cases, staff will require more training than students—especially
when new job skills or responsibilities are involved. See article
in Resources for
more information.
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Deploy the new service
Once appropriate revisions and expansions have been made to
the pilot version, deploy the new service to the broader constituency.
Be sure to include a feedback mechanism to amass input from
users for problems, requests for additional functionality, and
success stories.
Evaluation
- Begin again!
Input from users, best practices at other institutions, and new
ideas from staff are likely to keep new online services under
construction for some time. New technologies will also make it
possible to add features not yet imagined. Gather all this information
and the vision team together to begin again on the ongoing path
to best practice in online student services!
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