It’s summer and you’re between admissions cycles. Go beyond updating your Slate period and round structure. Start here to get a clear picture of where your team stands. ๐Ÿ

Person running towards the finish line

What Is Cycle Prep?

In short, cycle prep is the annual process of making updates to your Slate instance before the next admissions cycle begins. Ideally, between admissions cycles your team experiences a rare occurrence: some flexibility and time. It is imperative to use this opportunity to evaluate your current processes, fix issues, and craft a road map for the cycle ahead. In that road map, youโ€™ll want to include refinements and enhancements to your current Slate processes.

Who Is Involved?

Everyone on your team should be involved in cycle prep. This way, you’ll gain unique perspectives and uncover specific pain points in your Slate processes. Teams can include:

Planners and Strategists
Include your Slate Captain and members of your Operations and Marketing teams. This group will make intentional and strategic decisions, and drive the outcome of your cycle prep.

Stress Testers
Leverage your student workers, counselors, tour guides, admissions representatives, and coaches. They use Slate regularly and will have great ideas on how to improve your Slate configuration. (Seek some Gen Z input here!)

User Experience Tenants
Think of students and parents as stakeholders, too. Their impressions of your Slate environment are key to your success. What changes can you make that will drive value for them?

What Should Your Timeline Look Like?

Cycle prep typically runs summer to early fall. However, your exact timing will vary based on your institution’s unique needs and processes. When planning your cycle prep schedule, weigh what changes are necessary for the upcoming admissions cycle against all wish list items you have in mind for your Slate instance. This will allow your team to focus on necessary updates and projects first, then aim for nonessential improvements as time permits.

Be sure to start small, as small steps will lead to big wins. Here’s a timeline we find helpful:

Number 1

Strategize and Prioritize

Make a wish list of all the components you want to see enhanced or built in your Slate environment. From there, estimate the difficulty and duration of each project. Then, prioritize what should be completed first.

number 2

Build and Update

Get started on updating existing components in your Slate environment. If your timeline permits, build out new functionality that will strategically improve your teamโ€™s processes.

number 3

Test and Refine

Test your updates and newly built components to maximize a flawless go-live date. Leverage your test environment, impersonate users, create sample records, and build example applications. Trial these changes and find gaps that need attention.

number 4

Go Live and Post-Project Review

Migrate your processes and celebrate your teamโ€™s successes. Before making the switch, be sure that all Slate users at your institution are aware of whatโ€™s happening ahead of the go-live date. Lastly, create a post-project review (PPR). Using that PPR, a road map for next yearโ€™s Cycle Prep is already underway. ๐ŸŽ‰

What Should We Refine and Why?

Start with necessary updates that are crucial to your upcoming cycle. There’s a whole lot to consider, so our team has created a checklist to help you strategize:

Annual Slate Upkeep

Perform these tasks to get ready for the upcoming cycle.

Item Difficulty
Staff Assignment Rules Updates ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ
Material & Checklist Items Audit ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ
Update Decision Letters & Codes ๐Ÿ”ฅ๐Ÿ”ฅ
Strategize Your Populations
How are you leveraging populations?
๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ
Batch Acquire Review ๐Ÿ”ฅ๐Ÿ”ฅ
Consolidate Records Review
Are the counts in these tools manageable?
๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ

Application Prep

Maintain a top-notch application.

Item Difficulty
Periods & Rounds Updates
Have you created them for the upcoming cycle?
๐Ÿ”ฅ
Application Forms Updates ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ
Streamline Application Questions
Only ask questions that you need answers to!
๐Ÿ”ฅ๐Ÿ”ฅ
Status Page Updates & Additions
Dynamic content and multi-tabs are ๐Ÿ‘Œ
๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ
Application Logic Updates & Testing ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ
Clear Bins ๐Ÿ”ฅ๐Ÿ”ฅ
Move Defers Forward ๐Ÿ”ฅ
Withdraw Old Applications ๐Ÿ”ฅ
Updates to Third-Party Applications
Common App, Coalition, CAS, etc.
๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ
Reader Workflow Review
Do you like how your reader workflow is set up?
๐Ÿ”ฅ๐Ÿ”ฅ
Cycle Prep Status Page Review ๐Ÿ”ฅ

Deliver

Enhance your communications.

Item Difficulty
Review Scheduled Campaigns ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ
Email Template Updates
Test for mobile responsiveness.
๐Ÿ”ฅ๐Ÿ”ฅ
Recipient List Queries Updates
Are the right filters established?
๐Ÿ”ฅ๐Ÿ”ฅ
Liquid Markup & Custom Personalization ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ

Data Hygiene

Crucial items for maintaining Queries, Reports, and overall database health.

Item Difficulty
Updated Configurable Joins Libraries ๐Ÿ”ฅ๐Ÿ”ฅ
Turn Over Scheduled Queries & Reports
Whatโ€™s necessary for this cycle?
๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ
Review Integrations ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ
Create Source Formats
Are there any new integrations youโ€™d like to build?
๐Ÿ”ฅ๐Ÿ”ฅ
Update Source Formats
Refresh prompt values!
๐Ÿ”ฅ๐Ÿ”ฅ
Job Activity Monitor Audit ๐Ÿ”ฅ๐Ÿ”ฅ
Migration to Configurable Joins
How is your transition going?
๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ

User Permissions

Confirm all Slate users are seeing what they need to see.

Item Difficulty
User Permissions Cleanup & Audit
Remove inactive accounts & confirm permission levels.
๐Ÿ”ฅ
Staff Assignment Rules Updates ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ
Impersonate New User Accounts
Confirm permissions function as intended.
๐Ÿ”ฅ๐Ÿ”ฅ

In-Depth Review

Identify next steps and mark them complete.

Item Difficulty
Organizations Dataset Updates ๐Ÿ”ฅ๐Ÿ”ฅ
Rules Health Audit
Any erroneous rules?
๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ
Compliance Dashboard Audit ๐Ÿ”ฅ
Ping Implementation Review ๐Ÿ”ฅ
Origin Sources Review
Remember these?
๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ
Create New Event Templates ๐Ÿ”ฅ๐Ÿ”ฅ
Update Current Event Templates ๐Ÿ”ฅ๐Ÿ”ฅ

Proactive Measures

These additional steps will help you make big gains.

Item Difficulty
Activate Early Access Features ๐Ÿ”ฅ๐Ÿ”ฅ
Migrate to Workflows ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ
Update/Configure Slate.org Profile ๐Ÿ”ฅ
Buy Deliver Credits ๐Ÿ”ฅ
Hire Spark451 to Help ๐Ÿ™Œ

Be a Pro in the Game

We want to see you succeed! When youโ€™re ready to take your Slate instance to the next level, reach out to the enrollment marketing and CRM pros at Spark451. Together weโ€™ll make sure youโ€™re getting the most out of this powerful CRM!

Interested in learning more about the different ways Spark451 can support your efforts in Slate? Check out our SparkAssist service, which offers customizable packages to fit your needs!