Assembling the Core Slate Team

Slate follows a "train-the-trainer" implementation model. A core team from each institution—the Slate Captains—attends the Fundamentals of Slate online training event and ultimately oversees the project. The Slate Captains will actively take responsibility for creating sustainable business processes within Slate and provide training to other users within the office. 

We recommend limiting the number of Slate Captains to two or three individuals. 

Selecting Slate Captains

Slate Captains should be experienced admissions officers who have a solid understanding of current processes and how they intersect, such as the application, reading, decisioning methods and goals, and record management.

Captains should be organized individuals who can clearly articulate current business processes. They should be creative and willing to reimagine new business needs. They should also be able to commit adequate time to focus and go through the necessary build-out and training along the way.

Perhaps most importantly, Slate Captains should be empowered to make decisions throughout the implementation without consistently relying upon outside support.

Possible candidates for the Slate Captain role include Director of Operations, Associate or Senior Director, or an Admissions Coordinator.

Other Stakeholders

Other essential staff will be involved at key moments during an implementation, including leadership and IT staff, but the Slate Captains will ultimately make decisions and build out the process. It is important to carefully plan and delegate projects throughout implementation. 

Much like an admissions office itself, Slate is an integrated system. And as such, different team members may be asked to support particular phases during the transition to Slate. Potential roles in Slate and the associated team members are outlined below:

Roles in Slate Candidate
Integration Team IT Staff
Leadership Team Dean, Director of Admissions
Outreach Team Director of Marketing
Superusers Admissions Counselors / Operations
As needed Consultants (optional)

IT Involvement

Slate is not a conventional IT project. Slate was designed and built for those who will be the primary users of the system, namely admissions and enrollment staff. 95% of the tasks related to implementation will be focused around business processes and can be completed directly by Slate Captains without the need for intervention on the part of IT staff. 

IT staff will play an important role with regards to integrating with other external and campus systems. 

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