scu crew database report 081716 .12
TRANSCRIPT
2016
Rowing Career Connecta SCU crew Database for alumni networking
Karlsen Termini
Table of Contents
Project Overview..................................................................................................................... 3
Gannt Chart............................................................................................................................... 5
Personas..................................................................................................................................... 7Value Recruitment............................................................................................................................ 7College Career..................................................................................................................................... 9Early Career...................................................................................................................................... 13Career Pivots/Grad School.......................................................................................................... 14Mid-Career......................................................................................................................................... 16Senior Executive/Business Owner............................................................................................17Late Career/Advisors.................................................................................................................... 18
Custom Field Names and Rationale................................................................................19
Organization Chart............................................................................................................... 21
Annual Calendar of Events................................................................................................. 23
Strategy for Data Acquisition............................................................................................ 24
Data Capture Flow Chart.................................................................................................... 25
document.docx 2
Project Overview
PROJECT MISSIONThe purpose of this project is to help connect current rowers and alumni who share common career interests.
CURRENT DATABASE PLATFORM: http://www.salesforce.com (2016 – Present)
DATABASE DEFINITIONS Field – A field is part of a record and contains a single piece of data for the
subject of the record. Record – Data is stored in records. A record is composed of fields and contains all
the data about one particular person, company, or item in a database. o Account – Offers details about company informationo Contact – Contacts are the people associated with Accounts that you
market to, sell to, support, etc. (work primarily in this area for field input)o
Layout – A general term for how a record is laid out or displayed in a given system.
Report – The formatted result of database queries and contains useful data for decision-making and analysis.
PROGRAMS USED
(Google Drive - SCU Account)
(LinkedIn – Personal Account)
(Facebook – Personal Account)
document.docx 3
(Salesforce – RCC Account)
Google Documents used: SCU Crew Database – Salesforce Contact Edits
o This will be used for troubleshooting picklists SCU Rowing Alumni Checklist
o This will be used to keep track of completed contacts with fellow researchers
document.docx 4
Gannt Chart
Field/Report Association Finalize Fiscal Sponsorship Agreement
Organize Alumni Information1st Round of Fields
Access to SalesforceImplement Salesforce Fields with Pick Lists/Inputs
Upload/Confirm Excel RecordsModify Layouts
Assemble Team for Record Acquisition Begin Advanced Data Entry
Recruit Additional Team MembersAssign Team Records
Account Name Information InputTeam Assisting with Record Acquisition
50% of Alumni Records Accounted ForImplement Reports
Train/Brief Additional Members100% of Alumni Records Accounted For
Maintenance of ReportsAssemble Maintenance Team
Sustainable Database UtilizationMarket RCC to Rowing Team
Alert Alumni of General Reports
7/4/16 7/14/16 7/24/16 8/3/16 8/13/16 8/23/16 9/2/16 9/12/16 9/22/16 10/2/16
TASK DOER MANAGERField/Report Association Karlsen MichaelFinalize Fiscal Sponsorship Agreement Karlsen MichaelOrganize Alumni Information Logan, Brandon Karlsen1st Round of Fields Karlsen MichaelAccess to Salesforce Michael PaceImplement Salesforce Fields with Pick Lists/Inputs
KarlsenKarlsen
Michael Michael
Upload/Confirm Excel Records Karlsen MichaelModify Layouts Karlsen MichaelAssemble Team for Record Acquisition Karlsen KarlsenBegin Advanced Data Entry Logan, Brandon,
Fionn Karlsen
Recruit Additional Team Members Karlsen KarlsenAssign Team Records Logan, Brandon,
Fionn Karlsen
Account Name Information Input Peter KarlsenTeam Assisting with Record Acquisition Logan, Brandon,
Fionn, Nick, Peter, Frankie
Karlsen
50% of Alumni Records Accounted For Logan, Brandon, Fionn, Nick, Peter, Frankie
Karlsen
Implement Reports Karlsen MichaelTrain/Brief Additional Members Karlsen Karlsen100% of Alumni Records Accounted For Logan, Brandon,
Fionn, Nick, Peter, Frankie
Karlsen
Maintenance of Reports Logan, Brandon KarlsenAssemble Maintenance Team Karlsen KarlsenSustainable Database Utilization CURATORS KarlsenMarket RCC to Rowing Team Karlsen, Logan,
Brandon, Peter, FionnKarlsen
Alert Alumni of General Reports CURATORS Karlsen
Personas
Value Recruitment
Prospective Parent - Parent wants to make sure that son is appropriately challenged, happy at school, appreciated by crew program and teammates. Parents benefit from an opinion from someone with experience with the program they someone they know/grew up with.
Parent will see value in a trusted reference from current crew/alumni from a shared hometown or high school
Pain Points High price of schooling as it relates to diminishing academic excellence due to time
commitments of rowing Return on time commitment away from academics – benefits of a Santa Clara
education/rowing on the crew team
Database can produce following reports Alumni in recruit geography Alumni with shared career interest Showcase benefits of alumni community and network
o Ease to actually reach out and talk to alumni Parents of current rowers and recent alumni
o Get parents perspective on what it means to row at SCU
Key Report Fields
Hometown Academic (UG)
Academic (Grad)
Location (Current)
Work(Current)
Work(Past)
Social Media
Grad Year
Parent Info
x x x x
document.docx 7
Nervous Student - need to talk to trusted peers they can relate to in order to find out more about the college experience
Make an informed decision based on the opinions of trusted individuals/resources
Pain Points Nervous about new school
o Classes at SCU Difficulty of classes compared to high school Managing the work load with time burden of rowing Study habits needed to be employed Class sign up – making a balanced class schedule with practice (early
registration)o Social
Approachability of the student body Living in the dorms (which one is best?) The party/leisure scene – activities to do on and around campus
Value of RCC Ability to contact current and alumni rowers based on geological location – get a
trusted opinion/viewpoint based on common experiences (high school, hometown)o Answer any questions incoming student may have that a non-crew affiliated
student/orientation leader is not qualified to accurately respond too Insider opinion and point of view
Providing sources to contact
Key Report Fields
Hometown Academic (UG)
Academic (Grad)
Location (Current)
Work(Current)
Work(Past)
Social Media
Grad Year
Parent Info
x x x
document.docx 8
College Career
Summer Task - Freshman - New to college experience Still does not have a handle of what they want major in/do for a career
o Will be knowledgeable about the database and have a better idea of their major choice/career interests
Interests –Career/Professional Goals Find a major to pursue in school Know how to network research Establish good habits for job market – email proficiency, resume building,
situational awareness Work on database
Pain Points No real shot of landing substantial internship/work experience unless they are an
exceptional candidate or have a strong network Still developing practical skills to market to employer (besides a limited network)
Values of RCC Tasked with updating contacts and fields over the summer
o Serves as a feedback loop to help keep data updated in the event that the information for the contact has changed
o Leads to informational interviews with alumni Leveraged/assigned a junior career mentor on the team – a resource to provide
resume tune up/advice about school studies o Pass knowledge and experience to younger team memberso One on one informational sessions to find better matches for
mentor/mentees
Key Report Fields
Hometown Academic (UG)
Academic (Grad)
Location (Current)
Work(Current)
Work(Past)
Social Media
Grad Year
Parent Info
x x x x x x x x
document.docx 9
Career Explorer - Sophomore - 1st internship Needs career direction and work experience Gain career insight to an industry/field (possible work experience)
Interests –Career/Professional Goals First internship that offers insight into career/industry interests
o Gain some practical work skills (i.e. Microsoft Office) Start expanding network Have a strong marketable resume Start seeking alumni mentor in field of interest
Pain Points May still need help deciding a major Do not know where to start networking Interviewing skills lacking Need to develop professional skills (communication skills)
Values of RCC Tasked with updating contacts and fields over the summer when not working (less
than freshman year)o Leads to informational interviews with alumni
Upper classman rower mentor remains a resource for resume building, professional edict
Meet with local alumni in hometown for informational interviews (Holiday Season)
Key Report Fields
Hometown Academic (UG)
Academic (Grad)
Location (Current)
Work(Current)
Work(Past)
Social Media
Grad Year
Parent Info
x x x x x x x
document.docx 10
Career Tester - Junior - Last Internship Substantial internship that provides insight into a particular field Work Experience and serve as a resource to offer advice (begin to give back thru
mentorship)
Interests –Career/Professional Goals Internship that reflects career interests – able to decide whether internship will lead
to career pursuits o Continue to build and develop industry skills and practices
Strong work resume padded with work experience and acquired industry skillso Job market ready
Prepared to fill role of a full time position Continue to build network in field of interest Begin to mentor younger members of rowing team Find a mentor in alumni network
Pain Points Hates internship and realizes a mistake has been made in career/industry choice Dead end position and learning no applicable job/position skills
Values of RCC Mentor freshman - offer advice and foster a relationship with younger oarsmen
o Same Major – have same interests and offer suggestion about career moves/internship opportunities
o Have freshman shadow at career fairs, networking opportunities etc. – learn from observation
Salesforce database generates reports based on rower’s professional/career interests to find a good alumni mentor match
Key Report Fields
Hometown Academic (UG)
Academic (Grad)
Location (Current)
Work(Current)
Work(Past)
Social Media
Grad Year
Parent Info
x x x x x x
document.docx 11
Career Decider - Senior - Full Time Job Looking to find the right fit for their career – still early in job market as this will be
their first position More employment opportunities
Interests –Career/Professional Goals
A job with a decent salary at a good company with room for career advancement Serve as a new member of the alumni database – available to answer questions for
prospective students and parents Settle on an industry – grow network in industry
Pain Points Finding a job that interests them and leaves room for professional growth Lack of industry contacts/network Cannot afford to live on their own right out college – move back home or different
part of the country
Values of RCC Salesforce database generates reports based on rower’s current interests in order to
find professional relationships o Current Region field can find alumni specific to the rower’s current location
Easily accessible to database for information input and upload to Salesforce
Fields of Interest
Hometown Academic (UG)
Academic (Grad)
Location (Current)
Work(Current)
Work(Past)
Social Media
Grad Year
Parent Info
x x x x x x x
document.docx 12
Early Career
Bounce House/Firsties - user bouncing from job to job/landed first job (characteristic of millennials)
Future job satisfaction - finding the right fit
Interests –Career/Professional Goals A job that is engaging and offers fair compensation – a position they are happy
with Strengthen industry network Stable living situation – become independent Find the right company
Pain Points Cannot settle at a comfortable job Not satisfied with industry/position choice Current positon offers little upward mobility Living in wrong part of the country – not where job opportunities are located
Values of RCC Connect contact with other contacts in desired industry or position to facilitate
networkingo Find out about other positions/job opportunities/companies thru
informational interviews Facilitate networking outside of the contacts current region – can contact alumni
who are in other parts of the country/world
Fields of Interest
Hometown Academic (UG)
Academic (Grad)
Location (Current)
Work(Current)
Work(Past)
Social Media
Grad Year
Parent Info
x x x x x
document.docx 13
Career Pivots/Grad School
Career Advancement - satisfied in initial career choice and want to advance their position at company
Furthering one’s value thru extended industry connections Letters of recommendation
Interests – Career/Professional Goals Further education thru graduate school – become an expert in the field Advance one’s position at company
o Found the right fit and wants to make the most of the opportunity Expand industry network Find a mentor who will guide through professional career
Pain Points Do not know where to go for grad school Cannot afford graduate school Is dissatisfied with current job and wants to pivot career paths
Value of RCC Contact alumni who have went to graduate school to obtain further insight
o Ask for letters of recommendation Network with alumni who have great experience in a given industry to expand
industry contacts (network) Alumni available for mentoring
Hometown Academic (UG)
Academic (Grad)
Location (Current)
Work(Current)
Work(Past)
Social Media
Grad Year
Parent Info
x x x x x x
document.docx 14
Career Change - dissatisfied with initial career choice and is looking for something else
Future job satisfaction - finding the right fit
Interests – Career/Professional Goals Become an expert in new field thru graduate school Network within new field and gain industry contacts Find a career that will satisfy them financially and engage them professionally
Pain Points Giving up a position that is financially rewarding
o Start losing money Unsure of how or where to pivot to Not network in desired field
Value of RCC Connect with contacts who have changed careers in the past and seek their advice Ask contacts about their graduate experience and determine the right school to
attendo Ask for letters of recommendation
Carry out informational interviews with alumni to better gauge what industry or position the interviewer wants to pursue
Hometown Academic (UG)
Academic (Grad)
Location (Current)
Work(Current)
Work(Past)
Social Media
Grad Year
Parent Info
x x x x x x
document.docx 15
Mid-Career
Diapers to Drivers/Parents - Struggling having to balance family responsibilities with new career obligations (time constraints) – how to work around time constraints
Future job satisfaction - finding the right fit for time constrained parent Commute call – when they have time to talk on drive home
Interests – Career/Professional Goals Advance position at one’s company – make more money to support their family Balance time between work and family – budget time better Perform at optimum levels for potential promotion
Pain Point Spending too much time at work away from the family Not making enough money to support family adequately Career advancement could involve relocating to a different part of the country
o Uprooting family and old network – need to establish a new one
Value of RCC Find other contacts in the area to make friends/help out with family Continue to build networking contacts within industry Seek knowledge from fellow alumni/mentors to help advance career
Hometown Academic (UG)
Academic (Grad)
Location (Current)
Work(Current)
Work(Past)
Social Media
Grad Year
Parent Info
x x x x x
document.docx 16
Senior Executive/Business Owner
Stable Career – is established in their preferred field and must be strategic with their schedule as they have a lot of responsibilities (have most likely advanced to senior/executive positions at their firms)
Senior executive with time constraints Demands at work - travel, meetings Will invest time as long as connection is mutually beneficial Furthering one’s value thru extended industry connections
Interests – Career/Professional Goals Maintain/improve work performance in order to maintain/advance position Continue to balance schedule between work and family as work becomes more
demanding (more responsibility) Start to network with higher ups at other companies
Pain Points Cannot manage to find time for family Traveling too much for work – getting worn out
Value of RCC Network with alumni living in area of work destinations
o Find a way to network and let off some steam Continue to build network connections at a higher level based off contact’s
occupation/title
Hometown Academic (UG)
Academic (Grad)
Location (Current)
Work(Current)
Work(Past)
Social Media
Grad Year
Parent Info
x x x x
document.docx 17
Late Career/Advisors
Retired/Late Career - have concluded their careers or are slowly working their way out Time givers – have time/knowledge at their disposal Not only offer knowledge to those who seek it, but also get attention from young
alumni checking in on/reaching out to them
Interests – Career/Professional Goals Share knowledge with the next generation – pass on what they have learned Act as an advisor
Pain Points Not engaged/satisfied with retired life
o Want to be out in the work force again Lonely and not active
Value of RCC Gives alumni a chance to be engaged with rowing program community Mentorship is an opportunity to fill the time void
Hometown Academic (UG)
Academic (Grad)
Location (Current)
Work(Current)
Work(Past)
Social Media
Grad Year
Parent Info
x x x x x x
document.docx 18
Custom Field Names and Rationale
Current Location Current Region [Multi-pick List] – A broader search field based on geographical area
Connect rowers on a localized level
Hometown Contact InfoHometown Zip Code [Number] – 5-digit zip code user/alumni grew up in
Connect rowers to an old network or find common connections Hometown City [Input] – Search for alumni by where they grew up
Useful for recruitment measures Hometown Region [Single Select] – A broader search field based on geographical areaHigh School [Input]– Tap into a network of older or younger professionals
Connect rowers from a common high school
Work ExperienceCurrent Industry [Multi-pick List]– The field that alumni operates in (i.e. finance, mechanical engineering, computer science etc.).
Gives rowers access to alumni who have present experience in a certain industryPast Industry [Multi-pick List] – The field that alumni used to operate in (i.e. finance, mechanical engineering, computer science etc.).
Gives rowers access to alumni who have past experience in a certain industryWork History (Company, Title, Timespan) [Text Area Long] – Compile all of alumni’s present and past occupations
Allows user to see where alumni worked/see if they still have connections at present/past organization
Current Occupation [Multi-pick List] – What position does alumni hold at company Allows user to look up an alumni based on a position they are interested in
Current Company [Text Area] – What company does an alumnus currently work at Allows user to look up an alumni based on a company they are interested in
Past Occupations [Multi-pick] – look up alumni’s occupation history
Academic Experience Entering Year [Number] – When alumni started school at SCU
Shows who else was in freshman classFirst Year Rowing [Number] – Alumni did not necessarily row with people in their graduating year
Shows who did they rowed with (i.e. their novice year may have been sophomore year thus forcing them to row with first years)
Graduation Year [Number] – This will indicate the age of the alumni and the year they left SCU
A way for alumni of the same class year to stay in touchStudies UG [Multi-pick List] – See what alumni studied undergraduate at SCU by major and minorStudies MA [Pick List] – See what alumni studied for their Master’s degreeSchool MA [Multi-pick List] – See where alumni studied to get their Master’s degreeStudies PHD [Multi-pick List] – See what alumni studied for their PHD
document.docx 19
School PHD [Multi-pick List] – See where alumni studied to get their PHD
Social Media LinksLinkedIn [URL] – connect with alumni via LinkedIn Facebook [URL] – connect with alumni via Facebook Twitter [URL] – connect with alumni via Twitter
Hiring/Mentoring OpportunitiesHire Confirm [Radio List] – Indicates whether or not positions are available at alumni’s company
See if alumni are open to hiring new talent Mentor Confirm [Radio List] – See if alumni are open to undertaking rower as a mentee/advisor
Offers a chance for alumni to give back to the program by imparting their knowledge to a new generation of business professionals
Current Rower/Young Alumni Information
Parents in the crew program respect the work ethic and commitment that their son’s/daughter’s crewmates go thru. More often than not they are willing to help their oarsman’s friends when it comes to career pursuits or advice.
Parent1 LinkedIn [URL] – connect with young alumni/rower's parent LinkedInParent2 LinkedIn [URL] – connect with young alumni/rower's parent LinkedInParent1 Past Industry [Multi-pick] – see what industry young alumni/rower parent worked in Parent2 Past Industry [Multi-pick] – see what industry young alumni/rower parent worked in Parent1 Current Industry [Multi-pick] – see what industry young alumni/rower parent currently works inParent2 Current Industry [Multi-pick] – see what industry young alumni/rower parent currently works inSCU Crew Rowing Bio [URL] – Look up current rowers/young alumni by their SCU rowing bio on the school’s athletic web page.
document.docx 20
Organization Chart
Project Roles – Building Database
Project Roles – Maintaining Database
PROJECT ROLES
Modify Fields
Modify Layouts
Create Reports
Reset Passwords
Assign Privileges
Navigate/Print Reports
Database Administrator
x x x x x x
Researcher x x
document.docx
Researcher
Database AdministratorKarlsen
Termini '17
Logan Costa-Smith '17
Peter Morton '18
Brandon Hillman'17
Fionn Ruder'18
Frankie Morales '13
Curator
Researcher
Database AdministratorCaptain
Upperclassman
Lowerclassman
Upperclassman
Lowerclassman
Upperclassman
Lowerclassman
21
Curator x
Organization Roles
ORGANIZAITON ROLESOutreach and Organizer
Lead team in career development exercises and information Organize mentors and mentees Facilitate communication between current rowers and alumni
Mentor and Advisor Source of information and knowledge for underclassmen
o Help mentee with resume building, interviewing/professional skills Pick mentee/advisee based on common major/career interests
Mentee and Advisee Be open to listening to advise from mentor/advisor
document.docx
Mentee and Advisee
Mentor and Advisor
Outreach and Organizer Captain(s)
Junior/Senior
Sophomore
Junior/Senior
Sophomore
Junior/Senior
Sophomore
22
Annual Calendar of Events
Strategy for Data Acquisition
Legend: R – Researcher T – Training x – Field populated
document.docx 24
Data Capture Flow Chart
All Records
Incomplete
Not started
Call/email
No reply Bad info
Use period peers
No luck
Fail
Partial
Historical data Web data Period
peer
Complete
Based on Record
Goal: Move Record from Incomplete to Complete
