naviance for the novice ah young chi college counselor malibu high school erin garland lead training...

Naviance for the Novice

Ah Young ChiCollege CounselorMalibu High School

Erin Garland Lead Training SpecialistNaviance

Introductions

Before we get started:

Ah Young Chi

Erin Garland

Overview of Agenda

Naviance for Novices

• Overview of the Naviance Succeed Solution

• Working with Naviance Succeed

• Data Management

• Collaborative Tools

• Reporting

• Working with Family Connection

Intro to Naviance Succeed:What is Naviance Succeed?

Naviance Succeed is a fully integrated solution designed to help raise student accountability and performance across a number of key indicators leading to increased engagement, improvements in academic performance and overall workplace and college readiness.

Intro to Naviance Succeed:What is Naviance Succeed?

Family Connection for Students and Parents

Succeed for School Staff

Intro to Naviance Succeed:Benefits of Naviance Succeed

Benefits for Students

Provides single source for personal research, tracking and communication tools

Provides structured approach

Enables students to explore interests strengths and goals.

Links career, college and course planning tools enabling maximum post-secondary success

Benefits for School Staff

Provides single source for research, tracking and communication tools for all students

Streamlines counseling process to make time for more meaningful student engagement

Provides robust analytics for student activity reporting

Students:

Create goals

Complete tasks

Create “to-do” lists

Comment on goals and tasks

School Set Up:

Create goal categories

Build task libraries

Group tasks into programs

Assign tasks and programs to students

Intro to Naviance Succeed:Success Planning

Schools:

Comment on goals and tasks

Monitor task activity

Report on goal and task completion

Success Planning:

Students:

Complete personality and interest assessments

Research career clusters, pathways and careers

Build career lists

Link results to course & college planning

School Set Up:

Set up Family Connection Optional

Features to activate assessments

Intro to Naviance Succeed:Career Planning

Schools:

Access career research tools & assessment results

Track student career interests

Report on career interests and trends

Career Planning

Students:

Browse course catalog

Create course plans

View alerts

Scan plans to measure rigor

School Set Up:

Import course catalog

Import student course history

Build Plans of Study

Intro to Naviance Succeed:Course Planning

Schools:

Review & approve plans

Comment on plans

Report on course plan status and trends

Course Planning:

Students:

Research colleges

Build college lists

Request application documents from counselors and teachers

Track college applications

School Set Up:

Import scholarship lists

Import college application history

Configure research tools

Set up college visits

Prepare to use eDocs

Intro to Naviance Succeed:College Planning

Schools:

Access college research tools

Track student applications

Prepare and submit application documents

Generate reports

College Planning:

Data Import

Data Import:Process Overview

Consult the Guide to Importing and Exporting Data

Enlist IT resource

Enlist Naviance Support

Prepare data files

Import data

Update data regularly

Data Import:Automation and File Format

• Data can be automatically imported and updated from existing electronic files or your SIS– Importing saves you time– Works with your SIS: key once, use the data

many times• Templates are also available in the help menu

Data Import:Data Import Options

Data Import Options: Student personal data Student test scores Student course history Parent data Teacher lists Course catalog College application data Scholarship data National Student Clearinghouse Data

Student Profile

Student Profile:Student Folder Overview

How do you track student information?

Student Folder Benefits:• Quick access to data allows more time for MEANINGFUL student engagement

•Improve accountability

•Gain visibility to student activity

Student Folder Features:• Organized and accessible data

• Tracking and accountability tools

• Year to year history

Collaborative Tools and

Reports

Collaborative Tools:Journals

Students:Create shared or private journal entries to record reflections and track progress

View journal entries from school staff

Schools:Create shared or private journal entries to record student activities such as meetings, correspondence & counseling notes

Track student year to year progress

Collaborative Tools:Surveys

Students:Complete surveys

View survey history

Schools & Districts:Create surveys to gather student & alumni interest and goals

View and report on survey results

Link surveys to Success Planning task completion

Collaborative Tools:Messaging Tools

Students & Parents:View emails sent by school staff in FC inbox as well as through emailRespond to school-generated email

Schools:Create email templates

Send mass emails to targeted students, parents & college contacts

Track status of sent messages

Collaborative Tools:Documents

Students & Parents:View & print individual and shared documents

Schools:Upload documents

Create and use folders for document management

Share folders with staff, students & parents

Collaborative Tools:Reports

The data is in Naviance….but how do schools make the most of the data?

Reporting Benefits:•Track & ensure compliance

•Improve accountability

•Monitor trends & outcomes

•Gain visibility to student activity

Reporting Features:•Customization options

•Varied print formats

•Email capabilities


• Naviance Succeed has over 65+ reports for your school or district to use

• Most reports are customizable

• Reports can be emailed or printed


• Report categories include:– Student Reports– Course Reports– Planner Reports– Scholarship Reports– Career Reports– College Reports– Survey Reports– Score Reports

Family Connection Overview

Family Connection Overview:Navigation

The website for students and family members is called Family Connection.

Using Family Connection, students can:

• Research careers and colleges

• Take assessments and surveys

• Create goals and to-dos

• Build course plans

Welcome Page

Family Connection Overview:Navigation - Welcome Page

• The Welcome page on Family Connection contains key information and links to features such as:– Email messages and comments sent from counselors

– Email messages and comments sent from teachers

– Comments added to student goals and tasks

– Documents uploaded to student goals and tasks

– Updates to documents

– Notifications when a task is assigned, completed, or waived

– Email notification digests to inform students when a task or program deadline is approaching or due

Family Connection Overview:Navigation - Welcome Page

Courses

Family Connection Overview:Navigation - Courses

• My Course Records: Shows what courses students have enrolled in (only shown if school has imported course enrollment data and activated this feature for students)

• Interests and Ideas: A place for students to mark down courses that interest them and to give thoughts on their plan of study

• My Course Plans: A place for students to manage course plans and view how they fit in their multi-year plan

Family Connection Overview:Navigation - Courses

Colleges

Family Connection Overview:Navigation - Colleges

• My Colleges: A list of colleges the student is thinking about and applying to. Also a place to see upcoming college visits.

• Students can add colleges to their “favorites” list in several ways.

• Simplest is to click add to list from a college profile• It can also be done from the colleges I’m thinking

about page (multiple colleges can be added at once this way)


• There are 10 tools in the college research area that students can use to find colleges


Family Connection Overview:Navigation – Search Tools

Family Connection Overview:Navigation - Scattergrams

• Scholarship information is also on the colleges tab in Family Connection

• There are three built-in tools to find scholarships: scholarship match, scholarship list, and national scholarship search

• Scholarship applications can also be tracked in Family Connection


Careers

Family Connection Overview:Navigation - Careers

• Students can research careers & clusters on Family Connection from the careers tab.

• Once a student has found a career, an information page with tabs will appear with description of the career, related majors, wage information, common tasks, knowledge and skills needed, et cetera


• Career assessments available:– Career Cluster Finder: helps students find

career clusters based on interests, personal qualities and subjects they enjoy.

– Do What You Are™: uses the Myers-Briggs personality types to suggest careers & clusters

– Career Interest Profiler and Career Key™: uses Holland Interest Codes to assess career profile. Career Key is aimed for middle school usage.


About Me

Family Connection Overview:Navigation – About Me

• Surveys

• Resume

• Profile

• Account Information

• Test Scores

Family Connection Overview:Navigation – About Me

My Planner

Family Connection Overview:Navigation – My Planner

• Overview: View list of upcoming and overdue tasks and activities

• Goals: Set goals and relate to-do’s to goals• To-do: Create personalized to-do list• Tasks: View and complete tasks assigned by

school / district

Family Connection Overview:Navigation – My Planner

Family Connection Overview:Configuration and Set Up

Family Connection Set Up Process:

Access Family Connection Set Up: Connections > Family Connection

Consult Overview link

Set up Optional Features

Customize Settings

Activate Students & Parents

Distribute Registration Codes

Activate Website

Professional Services

• SUPPORT SERVICES– Telephone and email– Ensures satisfaction

• PROFESSIONAL DEVELOPMENT– Instructor-led courses– Product proficiency

• CONSULTING SERVICES– Best practices and guidance– Implementation for maximum productivity

• SUCCESS MANAGEMENT– Ongoing communications– Recognize value

Professional Services:Overview

Networking

Naviance provides ways for Succeed users to connect with other K-12 educators, including:

• Naviance Network• Idea Exchange• Naviance Summer

Institute

Networking:Overview

• Naviance Network is the largest on-line professional community of counselors, including not only domestic but many international counselors. You receive free membership in the Naviance Network with your subscription to Naviance Succeed.

Networking:Naviance Network

• Idea Exchange: Share ideas, vote on suggestions and hear from Naviance.

• Naviance’s product development team uses this exchange to gauge where future development of the product is needed.

• Your feedback helps us decide the future of Naviance.

Networking:Idea Exchange

• High school pricing basics:• Enrollment based • There are minimums per school• Varies depending on service level

• For more information, contact

Michael Thompson, Territory Sales Manager

[email protected], 866-337-0080, ext. 7412

Sales Information

mailto:[email protected]

Questions