Greetings Enrollment Management Association

I made this page to give you a sense of some of my past work. I hope the content here will demonstrate how we might work together. This page is hidden from the public so only you can see it. Below you will find slides for the Leadership Team presentation as well as a case study.

Leadership Team Presentation

Here are slides from my Leadership Team presentation. Folks joining the meeting from offsite can follow along.

Case Study

Teaching members how to use a new product or service can be daunting.

Let’s look at how we might teach members how to use a new product or service. In this example we’ll use the Character Skills Snapshot as our case study. We’ll look at how to teach a product in five phases:

  1. Demonstrate the value of the product using authentic school voices

  2. Outline the features or technical aspects of the product

  3. Provide detailed on-demand training

  4. Offer deep dive in-person workshops

  5. Constantly iterate and evolve to meet changing needs

Phase 1 - Demonstrate Value

The Character Skills Snapshot has the potential to be a complicated product for schools and families to understand. What is it measuring? How does it work? What kinds of data will I receive? These and many other questions may be barriers to schools adopting this powerful tool. Early in the adoption process we need to demonstrate the value of the product. This helps schools persist through adoption roadblocks because they have a clear vision of where they are heading and what they are trying to achieve.

The most effective ways of demonstrating value is to share authentic stories from schools successfully implementing the Character Skills Snapshot. Do we have schools using the product exactly as intended? Do we know about schools using the product in a deeply integrated or strategic way? Let’s tell those stories.

These two videos demonstrate what that might look like. Video is an effective tool at this stage because it is relatively quick, easy to consume, and is the best way to tell an authentic school story.

This video is effective because we hear from key members across the school community. Each character presents a problem or need and in each case the product solves that problem or addresses that need. The video is very light on technical details because at this phase we are demonstrating benefits rather than focusing on features.

Another approach is to take a deep dive into one aspect of a school’s experience. This product is focused on integrating school data. How do we make such a dry topic more interesting? By focusing on the values of the school and the experience of students and families we come to understand the value of the product.

What does this mean for the Character Skills Snapshot? Let’s talk about these questions as we consider Phase 1:

  • What schools do we know about who are using this product particularly effectively?

  • What problems or pain points do the Character Skills Snapshot solve for schools?

  • How can parents use the snapshot to work with their children?

Phase 2 - Outline the features or technical aspects of the product


Once a school has adopted the Character Skills Snapshot they will probably have questions… lots of questions. At this stage questions are probably very specific and schools are looking for quick answers. Chances are if one school is asking a question there are five more who are wondering the same thing.

Blog posts are a great way to address this kind of topic. Posts can be quick, focused, and readily available. If a school asks something we’ve already answered we can quickly direct them to the blog post.

Here are a few blog posts I’ve written that fit nicely into this idea:

Notice that each post is relatively short, very focused, and always includes a call to action. White papers and eBooks are another tool that can be used during this phase.

What does this mean for the Character Skills Snapshot? Let’s talk about these questions as we consider Phase 2:

  • What questions do schools consistently ask about the snapshot?

  • What problems do they identify either with implementation or interpretation?

  • What creative solutions have we seen elsewhere that might be helpful to others?

Phase 3 - Provide detailed on-demand training


Implementing a new product or service requires training. Here’s an example of a highly detailed and technical training course I built to teach students and educators how to use a popular iPad app. Here is another course I created on basic video production techniques using your phone.

What does this mean for the Character Skills Snapshot? Let’s talk about these questions as we consider Phase 3:

  • What are the technical steps required to make the most of the snapshot?

  • Are there best practices for families or schools who want to use the results more effectively?

Phase 4 - Offer deep dive in-person workshops

Hopefully schools can effectively use the Character Skills Snapshot at this point. They are inspired with outcomes, their questions have been answered, and they have the technical skills required for implementation. But maybe we have a school who needs a little more handholding. Or perhaps we have a school who is ready to take the snapshot to the next level. We could offer in-person workshops or hands-on intensive training sessions to help schools use the snapshot more effectively.

Take a look at this workshop outline and these workshop materials to get an idea of the kinds of in-person workshops I’ve created in the past.

What does this mean for the Character Skills Snapshot? Let’s talk about these questions as we consider Phase 4:

  • What kind of opportunities do we have for in-person training at conferences and association meetings?

  • How might we add value to a school experience with the snapshot by allowing them an opportunity to learn hands-on with their peers and a teacher?

  • Could we scale this kind of offering into a new product or service?


Phase 5 - Never stop learning

I believe we should never stop learning. What works today might not work tomorrow. We should constantly be in touch with our members to find out what they need, where their pain points are, and how we can help!

Did you like the content in this case study? Check out the rest of the website (in particular the ‘Learn’ page) or my social links below. The video in the banner on this page was part of a series I developed for Blair Academy.