Assembling the Core Student Success Team

Slate follows a "train-the-trainer" implementation model. Your core team registers for the Fundamentals of Slate training course and ultimately oversees the project. The Slate Captains actively take responsibility for creating sustainable business processes within Slate and providing training to other users in the office. 

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

Selecting Slate Captains

Slate Captains should be experienced student success or advising officers with a solid understanding of current processes and how they intersect, such as caseload management, reporting, and analytic requirements, communication processes, and record/event 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 Student Services, Associate Director/Dean of Student Affairs, and Coordinator of Academic Advisement/Success.

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 plan and delegate projects throughout implementation carefully. 

Much like the student success offices, Slate is an integrated system.  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 Student Success, VP of Academic Success
Outreach Team Director of Communications, Marketing
Superusers Advisors, Academic Coaches
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 student success and advisement staff. 95% of the tasks related to implementation will be focused on 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 in integrating with other external and campus systems. 

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