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2/28/19 1 Improving Advising and Customer Support in a Digital World Keynote 2019 Adult Student Recruitment and Retention Conference University of Wisconsin | Oshkosh Benjamin M. Forche, M.Ed. #ASRR19 ACKNOWLEDGEMENTS #ASRR19 ACKNOWLEDGEMENTS #ASRR19 ACKNOWLEDGEMENTS Who’s Your Cody? Exploration of life goals Exploration of vocational goals Program choice Course choice Scheduling courses O’Banion’s Advising Definition O’Banion, T. (1994). An academic advising model. NACADA Journal, 14(2), 10–16. (Original work published 1972) IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19 “Academic Advising is the only structured activity on the campus in which all students have the opportunity for one-to-one interaction with a concerned representative of the institution.” - Wes Habley #ASRR19 - /! -/ /

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Page 1: Keynote Improving Advising and Customer Support in a Digital … · 2/28/19 6 calendly improving advising and customer support in a digital world #asrr19 improving advising and customer

2/28/19

1

Improving Advising and Customer Support in a Digital

WorldKeynote 2019 Adult Student Recruitment and Retention Conference

University of Wisconsin | Oshkosh

Benjamin M. Forche, M.Ed.

#ASRR19

ACKNOWLEDGEMENTS

#ASRR19

ACKNOWLEDGEMENTS

#ASRR19

ACKNOWLEDGEMENTS

Who’s Your Cody?

Exploration of life goals

Exploration of

vocational goals

Program choice

Course choice

Scheduling courses

O’Banion’s Advising Definition

O’Banion, T. (1994). An academic advising model. NACADA Journal, 14(2), 10–16. (Original work published 1972)

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

“Academic Advising is the only structured activity on the campus in which all students have the opportunity for one-to-one interaction with a concernedrepresentative of the institution.”

- Wes Habley

#ASRR19

- / !

-/ /

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“High impact advisors realize that the positive outcomes of advising sessions are not just limited to students; in fact, the real joy of advising occurs when advisors understand how fulfilling it is to really impact other peoples’ lives and how much they can learn from their advisees.”

The Joy of Advising

- Jennifer Bloom

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

“Appreciative Advising is the intentional collaborative practice of asking positive, open-ended questions that help students optimize their educational experiences

and achieve their dreams, goals, and potentials.”

DEFINITION

Bloom, J. L., Hutson, B. L., & He, Y. (2008). The appreciative advising revolution. Champaign, IL: Stipes Publishing.

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

Strategic Planning

Financial Aid

Career Services

College Instruction

Assessment

Professional Development

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

Gallup, Inc. (2014). Great jobs great lives: The 2014 Gallup-Purdue index report. Retrieved from http://products.gallup.com/168857/gallup-purdue-index-inaugural-national-report.aspx

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

Gallup, Inc. (2014). Great jobs great lives: The 2014 Gallup-Purdue index report. Retrieved from http://products.gallup.com/168857/gallup-purdue-index-inaugural-national-report.aspx

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

Gallup, Inc. (2014). Great jobs great lives: The 2014 Gallup-Purdue index report. Retrieved from http://products.gallup.com/168857/gallup-purdue-index-inaugural-national-report.aspx

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

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Gallup, Inc. (2014). Great jobs great lives: The 2014 Gallup-Purdue index report. Retrieved from http://products.gallup.com/168857/gallup-purdue-index-inaugural-national-report.aspx

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

Fielstein (1987), Fielstein, Scoles, and Webb (1992), Herndon, Kaiser, and Creamer (1996), Alexitch (1997),

Smith (2002)

What do students want from their _____________ ?advisorinstructorcollegeuniversitystudent service prof

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

Relationship.

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19 IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

ADVISING IN-TAKE & EXIT SURVEY

Quantitative & Qualitative

Rooted in Appreciative Advising

Collection Method

Recorded Responses (FA15-Present)Intake: 7,420Exit: 791

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

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Student Affairs is welcoming & student-centered97%[My Advisor] effectively addressed my questions & concerns95%[My Advisor] asked questions that helped me explore and/or discover my personal strengths and academic goals.97%

% OF RESPONSES WHO ”AGREE” OR “STRONGLY AGREE”

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

I left the advising appointment with goals and an action plan that will help me reach them.94%[My Advisor] is positive and supportive.96%I am satisfied with the academic advising I have received from [My Advisor].94%

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

Top 20 Words Students Used to Describe Their Academic Advisor

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19 IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

BY THE NUMBERS

NACADA Advisee Recommendation: 350-ish

15 weeks

40 hours/wk

One

semester

600Available Hours

for Appointments

120030-minute

Appointments

3.4Appointments

per Student= =

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

BY THE NUMBERS

NACADA Advisee Recommendation: 350-ish

15 weeks14 weeks 1-hour/day “breaks”1-hour/day emails1-hour/day meetings1-hour/wk “no shows”24 hours/wk40 hours/wk

One

semester

336Available Hours

for Appointments

67230-minute

Appointments

1.9Appointments

per Student= =IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

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Bloom, J. L., Hutson, B. L., & He, Y. (2008). The appreciative advising revolution. Champaign, IL: Stipes Publishing.

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

Bushe, G. R. (2007). Appreciative inquiry is not (just) about the positive. OD practitioner, 39(4), 30-35.

Appreciative Mindset

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD

PREREQUISIT

E

#ASRR19

Bloom, J. L., Hutson, B. L., & He, Y. (2008). The appreciative advising revolution. Champaign, IL: Stipes Publishing.

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD

Make a good first impression, you only get one

chance.

7 seconds(Forbes, 2011)

#ASRR19

IN-PERSON

>.2 seconds(Entrepreneur, 2011)

ONLINE

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD

Prepare for a good first impression

Student view Supportive tone

#ASRR19IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD

Prepare for a good first impression

#ASRR19

If you do not craft your brand,your [students] will. So you need to take an active role in yourbranding

(Qualman, 2013).

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Calendly

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

In 2015, 59% of U.S. adults agree, online dating is a good way to meet people.- PEW Research (2016)

More than one-third of U.S. marriages begin with online dating.- National Academy of Sciences (2012)

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

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Bloom, J. L., Hutson, B. L., & He, Y. (2008). The appreciative advising revolution. Champaign, IL: Stipes Publishing.

Dream

Discover

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19 Bloom, J. L., Hutson, B. L., & He, Y. (2008). The appreciative advising revolution. Champaign, IL: Stipes Publishing.

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

Dream Board at UCF

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

Dream Board atSouth Dakota State

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

Bloom, J. and Martin, N.A. (2002, August 29). Incorporating appreciative inquiry into academic advising. The Mentor: An Academic Advising Journal, 4 (3). http://www.psu.edu/dus/mentor/020829jb.htm

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

Bandura, A. Self Efficacy: The Exercise of Control, p. 218

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

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Bloom, J. L. (2008). Moving on from college. In V. Gordon, W. R. Habley, & T. Grites (Eds.), Academic advising: A comprehensive handbook (2nd ed.).

The buck stops he re

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

Bloom, J. L., Hutson, B. L., & He, Y. (2008). The appreciative advising revolution. Champaign, IL: Stipes Publishing. (Pg. 67)

Curse ofKnowledge

Bloom, J. L., Hutson, B. L., & He, Y. (2008). The appreciative advising revolution. Champaign, IL: Stipes Publishing.

Advisor Resource Distributor

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD

Try it!https://tiny.cc/advresources

#ASRR19

Bloom, J. and Martin, N.A. (2002, August 29). Incorporating appreciative inquiry into academic advising. The Mentor: An Academic Advising Journal, 4 (3). http://www.psu.edu/dus/mentor/020829jb.htm

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

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“Simply put, a leader’s job is to energize others. Notice that I don’t say it’s part of their job; it is their job. There is no ‘time off’ when a leader isn’t responsible for energizing others. Every interaction a leader has is either going to positively energize those around them or negatively energize them” (p. 297).

Energizing Students to Be Their Best

Tichy, N. M. (2002). The Leadership Engine. Harper Collins Publishers Inc., New York.

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

Bloom, J. L., Hutson, B. L., & He, Y. (2008). The appreciative advising revolution. Champaign, IL: Stipes Publishing.

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

Bloom, J. L., Hutson, B. L., & He, Y. (2008). The appreciative advising revolution. Champaign, IL: Stipes Publishing.

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

Collins, J. (2001). Good to great: Why some companies make the leap and others don’t. New York: Harper Collins Publishers.

GOODGREAT

IS THE ENEMY OF

-JIM COLLINS

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

POSITIVERESTLESSNESS

Kuh, G., Kinzie, J., Schuh, J. H., & Whitt, E. J. (Eds.). (2005). Student success in college: Creating conditions that matter.San Francisco: Jossey-Bass.

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

CH

ALL

ENG

E

GROWTH

SUPPORTSanford, N. (1966). Self and society: Social change and individual development. New York: Atherton.Sanford, N. (1968). Where college fail: A study of student as person. San Francisco: Jossey-Bass.

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

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Bloom, J. L., Hutson, B. L., & He, Y. (2008). The appreciative advising revolution. Champaign, IL: Stipes Publishing.

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

Role of Social Media within Academic Advising

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

How do you engage students in a digital environment?

Email 74%Learning Management System 47%Social Media 59%Telephone 63%Text Messaging 36%Video Conferencing 26%

Social media outlets you utilize to engage students

Facebook 60%Instagram 31%SnapChat 16%Twitter 31%

Reasoning for engaging in various digital technologies / social media

Personal only 3%Professional only 29%Both 67%

ASRR19 Attendees Communication Study at Matriculation

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

1032 students surveyed who were entering 4-year public institution

Answer Response %

High school student 20%

Attending another college/university 45%

Completed high school, but not college/university 2%

Completed some college/university, but not enrolled 8%

Completed a college/university degree (Associates, Bachelor’s, etc.)

24%

Communication Study at Matriculation

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

1032 students surveyed who were entering 4-year public institution

All 1032 students High school students (152) Completed a degree (185)

Answer Response % Response % Response %

Facebook 71% 79% 92%

Twitter 51% 53% 29%

Instagram 47% 78% 45%

LinkedIn 15% 4% 53%

Do you use social media?Study completed

2010Pew Research Center for Internet, Science, and Technology Report

12% of 18-29 year olds used social media networks in 2005,

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

compared to 90% in 2015.

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Pew Research Center for Internet, Science, and Technology Report

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

2018 Social Media Usage Among U.S. Adults Age 30-49

78%85%

40%

27%

33%

26%

83%

73%

own

txt

• Select the appropriate Delivery Method

• Know the limitations & expense of each delivery method

• ASK your Students

Platform Considerations & Limitations

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

• Micro blogging social site that limits post to 280 characters

• 328 million active users (67 million users in the US)

• 6,000 tweets on average every second

Twitter

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

• Mobile is Facebook’s cash cow with 1.5 billion daily active

mobile users

• Most common demographic is age 25 – 34 (29.7% of users)

• Users share 1 million links every 20 min

• 2.01 billion monthly active users

Facebook

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

• Social sharing app pictures and now videos

• Many brands are participating through the use of hashtags and posting

pictures consumers can relate to

• The most followed brand on Instagram is National Geographic

• Instagram has 700 million active users

Instagram

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

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@ehestudentservices

@PCOEadvising

R&D (Rip-off & Duplicate)

@advisor.ben

R&D Credit: Joe Murray

@ben.forche

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD

@PCOEadvising

#ASRR19

@vcu_advising

@bgsuedhd

@ua_honors_advising

@fathermarquette

@legogradstudent

Call to Action

https://analytics.twitter.com

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

https://analytics.twitter.com

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD

Call to Action

#ASRR19

Social Media Analytics https://analytics.twitter.com

2015

2017

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

Social Media Analytics https://analytics.facebook.com

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

Social Media Analytics

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

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Social Media Analytics

Click 3 vertical bars for analytics on an individual post

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

Call to Action

I tweeted, why did they do

what I said!?!

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

Leverage Relationships

Relationship.

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

Leverage Relationships

RecruitmentFaculty

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

Leverage Relationships

AthleticsStudents

Office Business

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

Leverage RelationshipsOffice Business

Posts with photos see ~40% increase in “engagement”

Facebook Tip

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

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Ask Your Students!

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19 #ASRR19

Design flyers/ads like a pro for FREE!http://canva.com

The Designer in You

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19 IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

Plan ahead

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

GroupMe (text messaging)

Pro• Preferred method of communication among

millennial generation

• Short and to the point messages

• Can turn off notification feature

• Phone number not accessible

• Free

• Maintains communication feed

• Not all students will use it

• Not ideal platform for specific,

detailed responses/directions

• University branding

• FERPA/Data Fees

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

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GroupMe (text messaging)

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

STUDENT PRIVACY CONSIDERATIONS

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

Student Privacy Considerations

FERPA

“The Family Educational Rights and Privacy Act (FERPA) (20 U.S.C. § 1232g; 34 CFR Part 99) is a Federal law that protects the privacy of student education records. The law applies to all schools that receive funds under an applicable program of the U.S. Department of Education.”

http://www2.ed.gov/policy/gen/guid/fpco/ferpa/index.html

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

• If “following” students…

• “Expectation to act”

• Consult with your institution’s legal teamfor further guidance.

Student Privacy Considerations

Social Media

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

• Disclaimer:• GroupMe covers financial disclaimer• FERPA Compliant: Ask students to join and include academic

disclaimer on invitation.

• Do not share any FERPA covered information.

• Cannot verify identities

Student Privacy Considerations

Text Messaging

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

Moore’s Law

“Moore’s Law is a computing term which originated

around 1970; the simplified version of this law states that

processor speeds, or overall processing power for

computers will double every two years.”

-Source: http://www.mooreslaw.org/

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD #ASRR19

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IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

Rita Pierson | Every Kid

Needs a Champion (TED)

ATM (Automated Thanking

Machine)

Marcus Buckingham |

Trombone Player Wanted

(Strengths)

Shane Koyczan | To This

Day… (TED)

Solomon, P. T. (Director).

(2011). Finding Joe

[Documentary]. USA: Pat

and Pat Inc.

Kid President | A Pep Talk

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD

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Appreciativeadvising.net

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

https://libjournal.uncg.edu/index.php/jae/index

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

Follow us to get up to date information!

ARE YOU ON….

Appreciative EducationAppreciative Advising

@AppreciativeEdu

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

http://www.facebook.com/forche

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

http://www.facebook.com/JLBLOOMhttps://twitter.com/ben_forche

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

@advisor.ben

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

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http://appreciativeadvising.net

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

http://appreciativeadvising.net

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

http://www.appreciativeadvising.net

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

http://appreciativeadvising.net

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD#ASRR19

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Benjamin M. Forche, M.Ed.Director, Student AffairsThe Patton College of EducationOhio [email protected]; 419-304-9498 (Cell)

IMPROVING ADVISING AND CUSTOMER SUPPORT IN A DIGITAL WORLD

#ASRR19