Best Practices

Proven methods from successful deployments—short, actionable, and role-aware.

Launch sequence (recommended)

  1. Stand up CDM feeds (SIS/LMS/CRM), identity mapping, DQ checks
  2. Pilot Academic Planning with 2–3 programs
  3. Enable Alerts & Nudges for 1–2 high-impact signals
  4. Add Major Exploration and Transfer Evaluation for recruitment
  5. Scale Productivity Tools and Course Assistant by college

Change management

  • Define owner per signal/plan; document SLAs for follow-up
  • Require human approval for outbound messages at launch
  • Run advisor listening sessions; iterate templates quarterly

Equity & ethics guardrails

  • Monitor differential impact across cohorts/programs
  • Limit sensitive attributes; log rationale for high-impact actions
  • Make every recommendation explainable and editable

Downloads

  • Advisor Outreach Playbook (PDF)
  • Planning Validation Checklist (PDF)
  • Data Quality Runbook (DOCX)
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