TJ Backofen joins us in this episode for a practical deep dive on making Slate cycle prep/reset more efficient, sustainable, and impactful. The discussion begins by leveraging Technolutions’ resources and then adapting these optimized practices for institutional/local contexts. At a minimum, core operations must routinely focus on auditing all data entry points and integration feeds (e.g., applications, forms across scopes, imports/exports). On the people side, the emphasis is on clear governance, designated project managers, and over-communicating with stakeholders. Above all, documentation and a biannual cadence are the game-changing habits for collaboration and ensure that wins and lessons learned become transparent and repeatable processes.
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"How to make Slate's annual cycle prep more efficient?"
Connect with Luo Luo, Director of Enrollment Systems and Operations, Roosevelt University | LinkedIn | Slate Community (🔐requires Slate login)
✅ Cycle prep is an ongoing process, not just a one-time event. Treat it as both a scheduled rest/refresh as well as routine system stewardship.
✅ Understanding the unique needs of your institution is key to effective cycle prep.
✅ Anchor on Technolutions’ Slate Knowledge Base and cycle prep resources. Supplement with internal tools/processes and Slate Community advice.
✅ Audit data entry points and integrations every year.
✅ Invest in documentation to turn wins and lessons learned into repeatable process.
✅ Engaging stakeholders early in the cycle prep process is vital.
✅ Adopt biannual cycle prep to halve the load, increase training opportunities, and keep your Slate instance cleaner.
Audio & Video Production by: Jon Rowand
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