Mount Saint Vincent University Marketing, Recruitment and Communications Webinar and Marketing Research Mount Saint Vincent University Marketing, Recruitment and Communications Webinar and Marketing Research March 1, 2010 PREPARED FOR: Kelly Gallant Associate VP Communications and Marketing Mount Saint Vincent University kelly.gallant@msvu.ca 902-457-6339 PREPARED BY: Bruce Thompson Director of Sales 519-433-8302 ext. 228 Academica Group London | Toronto | Boston March 3, 2010 Kelly Gallant Associate VP Communications and Marketing Mount Saint Vincent University 166 Bedford Highway, Halifax, Nova Scotia, B3M 2J6 Dear Kelly Thank you for the opportunity to present our marketing, communications, recruitment and research solutions for Mount Saint Vincent University (MSVU). Working together with our strategic partner, SEM Works, Academica Group is excited about the prospect of assisting you in the collection of market research to inform the development of your strategic enrollment strategies. Flooded with marketing messages, today’s students are savvy shoppers and Universities must have a deep understanding of student needs along with the strategies and tools that will have the greatest impact on each target audience. Academica Group and SEM Works will partner, to provide MSVU best practice and research-based strategies to enable the University to better understand your market needs, focus communications and grow enrolment, especially in the Halifax area and across Nova Scotia. As you review our proposal, consider the collective strength of the Academica Group and SEM Works partnership. Over 300 national and international clients and a staff with over 490 years of experience in the field. As a full-service higher education consulting firm, we know how to translate student needs into communication strategies that capture the essence of our clients and the attention of prospective students. Academica Group has fourteen years of data-driven innovative strategic enrolment management research with more than one hundred Canadian clients, and has received “Gold Seal” certification by Canada’s Marketing Research and Intelligence Association (MIRA). With two Canadian offices, and numerous Canadian consultancies, SEM Works understands the competitive nature and changing enrolment dynamics in the Canadian marketplace (e.g., increased governmental accountability, the movement of community colleges to offer four-year degrees, tuition increase caps, the presence of new online education providers, and escalating competition from smaller more intimate colleges that are closer to home). We look forward to discussing this project with your further. Sincerely, Bruce Thompson Table of Contents Scope of Work and Methodology ..................................................................................................................... 5 Best Practices Webinar ................................................................................................................................... 5 Research ......................................................................................................................................................... 6 Timeline .......................................................................................................................................................... 7 Budget ................................................................................................................................................................ 8 Academica Group Profile .................................................................................................................................. 9 SEM Works Profile ............................................................................................................................................ 10 References – Academica Group ...................................................................................................................... 11 Reference – SEM Works ................................................................................................................................... 12 Partial Client List – Academica Group ............................................................................................................ 15 Partial Client List – SEM Works ....................................................................................................................... 16 Staff Profiles – Academica Group ................................................................................................................... 17 Staff Profiles – SEM Works .............................................................................................................................. 19 Scope of Work and Methodology Scope of the Work The Mount Saint Vincent University has requested services to: present best practices in marketing, communications, and recruitment materials, tools and approaches conduct research to assess the University’s brand impression, image, and awareness, etc. especially in Halifax area and across Nova Scotia among current students, high school seniors, adult learners, and immigrants, etc. Summary of Response to the Scope of the Work Academica Group and SEM Works will partner to deliver the following: a two-hour, best practices webinar on marketing, communications, and recruitment materials, tools, and approaches (SEM Works) UCAS University/College Applicant Study™ focused on awareness, perception, and barriers to enrolment (Academica) ADS Acceptance Declined Survey™ focused on awareness, perception, and barriers to enrolment (Academica) Strategic Research Summary Report (Academica) Best Practices Webinar Best Practices Marketing, Communications and Recruitment Webinar (SEM Works) Dr. Black will conduct a two-hour webinar of best practices in marketing, communications and recruitment rather than make a campus visit. The webinar will be customized to meet MSVU’s needs. In preparation for the webinar, Dr. Black’s review and assessment will include, but not be limited to: MSVU’s brand perception study recruitment, marketing, advertising, communications, and enrolment plans and effectiveness data. On-campus and off-campus recruitment programs, tours and virtual tours. Communication flow to prospective students and outreach to key constituents. Enrolment data especially for the Halifax area and across Nova Scotia Logistics: SEM Works will coordinate a webinar using WebEx. Who should attend: Administration, faculty and staff involved in marketing, communications and student recruitment Attendance: Unlimited Duration: Two hours Academica Group Inc Mount Saint Vincent University Research 5 DRAFT AGENDA - BEST PRACTICES IN MARKETING, COMMUNICATIONS, AND STUDENT RECRUITMENT Strategic Enrolment Management (SEM) Concepts SEM Models And Structures Today’s Students And Expectations Student Recruitment Construct Recruitment, Multi Channel Communications, and Marketing Strategies And Tools Building Relationships Findings From The Off-site Review And Related Recommendations Questions And Answers Next Steps Research UCAS™, ADS-80 and Strategic Enrolment Research Summary Report Academica Group will inform the development of marketing, communications and recruitment practices by conducting the UCAS (University/College Applicant Study™) - Competitive Intelligence Report, the ADS-80 (Acceptance Declined Survey™) – Data Report, and provide an overall Strategic Enrolment Research Summary Report. This research and related reports will enable MSVU to develop research-based recruitment and marketing plans that will foster enrolment growth especially in the Halifax area and across Nova Scotia. These research tools are the most effective and affordable sources of information available on your prospective and admitted students providing: In-depth understanding of applicant motivations – over 340 data points, allowing you to fine-tune your recruitment, marketing and communication strategies Insight into student perceptions of your strategic enrolment efforts – what is working and what is not Competitive intelligence – how do your prospects think of you in comparison to your competitors? Where are you winning and where are you losing? Online Dashboard – results are delivered to you within hours of survey completion Cost efficient – actionable data to focus your resources and attain the highest ROI The UCAS™ Competitive Intelligence Report includes the following: Dashboard - Online access to MSVU applicant data from each major theme (Applicant Profile, Marketing Efforts, Key Decision Factors, Reputation and Branding) within hours of the applicants’ completion of the study. Custom Data Reports - Custom reports prepared by Academica Group analysts, including your institution’s own applicants compared to up to 5 key competitor institutions (may be subject to sample size limitations.) Academica Group Inc Mount Saint Vincent University Research 6 The Acceptance Declined Survey™ - 80 Report includes the following: Dashboard - Online access to data for each question of the survey within hours of the applicants’ completion of the study. It allows clients to run frequencies tables and charts as well as cross-tabulations of each question by key grouping variables. Custom Data Report - Custom reports prepared by Academica Group analysts including an Index Scale prioritizing all of the approximately 45 factors from most important in the decision to least important. Index scores are analyzed by up to five key variables (for example: Level of commitment to MSVU, Grade average, Area of study, Top competitors, etc.) Strategic Research Summary Report Academica Group will review the UCAS™ and ADS™ - 80 data reports to develop a written report that draws together the most significant findings from each study. The report will include high-level implications and recommendations as they relate to MSVU’s marketing and recruitment practices thereby improving applicant conversion and enrolment. Timeline The following timeline may be revised by mutual agreement between Academica Group and Mount Saint Vincent University. Month Week March 3 Dr. Black, Mr. Steele, Mr. VanHam conduct conference call with Kelly Gallant to discuss and finalize webinar agenda, and research process for the UCAS™ and ADS™ surveys. 3 Dr. Black begins off-site review of marketing, communications, and recruitment plans and data in preparation for best practices webinar. 1 The UCAS™ in-field for about three weeks. (Specific timing at discretion and in prior consultation with MSVU) 3 Dr. Black presents best practices webinar to faculty, administration, and staff involved in marketing, communications, and recruitment. 4 UCAS on-line Dashboard available to MSVU. June 3 Custom UCAS™ data report, (Applicant Profile) sent to MSVU. July 1 Custom UCAS™ data report, (Marketing Efforts) sent to MSVU. 1 The ADS™ in-field for about 3 weeks. (Specific timing at discretion and in prior consultation with MSVU). 3 Custom UCAS™ data report, (Key Decision Factors) sent to MSVU 1 Custom UCAS™ report, (Reputation and Brand Perceptions) sent to MSVU. 1 ADS™ on-line dashboard available to MSVU. 3 Custom ADS™ reports sent to MSVU. 4 Strategic Enrolment Summary Report sent to MSVU. April August Task Academica Group Inc Mount Saint Vincent University Research 7 Budget The methodology and budget described herein is based on our current understanding of MSVU’s information needs. We welcome the opportunity to discuss and refine this project based upon client input. Academica Group bills projects based on a flat fee estimate, unless the client requests significant changes to the project scope and authorizes a budget change in writing. Budget Item 1: Conference calls and e-mail communication with Dr. Black, Mr. $0 Van Ham, Mr. Steele, and Kelly Gallant to understand the scope of the work, and establish a detailed project plan and consulting agenda for the webinar and market/image research (SEM Works and Academica). Item 2: Conduct a two-hour marketing, communications, and $ 2,700 recruitment webinar (SEM Works). Item 3: UCAS™ Competitive Intelligence Report and Dashboard * $10,300 (Academica: VanHam, Steele, Lee, and Cottam). Item 4: ADS™ 80 Data Report Including Dashboard and Custom Report* (Academica: VanHam, Steele, $8,400 Lee, and Cottam). Item 5: Strategic Research Summary Report for UCAS™ and ADS™ $6,250 (Academica: VanHam, Cottam, and Steele). Total (GST extra) * $27,650 Costs for participation incentives are included. Academica Group Inc Mount Saint Vincent University Research 8 Academica Group Profile Academica Group is a research-based marketing consultancy focused exclusively on the higher education sector, and a worldwide leader bringing marketing innovation to higher education. Our philosophy emphasizes the generous sharing of knowledge and insights, through our blogs, white papers, trend reports, conference and campus presentations. 14 Years of Data-Driven Innovation in Strategic Enrolment Research Over the past fourteen years, our continent-wide surveys of college and university applicants have become firmly established as the most comprehensive market study of higher education consumers. Every spring, the UCAS Applicant Study™ surveys more than 150,000 applicants for insight into their perceptions of institutional brand and reputation, the impact of recruitment marketing channels on their decision-making process, and key factors in their campus choice. The UCAS Applicant Study is part of a suite of online, market intelligence tools designed for strategic enrolment management. These detailed, robust, syndicated data sources also include the ADS - Acceptance Declined Survey™. Our research division consists of over a dozen full-time research associates and senior consultants. The Academica team has designed and executed hundreds of studies for private and public sector clients across North America. Our creative and web-technology group headed by Chief Innovation Officer, Phil Bliss, have designed dozens of university and college websites and have been selected by both U.S. and Canadian federal governments. Blazing New Trails in Emerging Media Working with more than a hundred college and university clients, based on solid market intelligence, Academica Group has pioneered innovative recruitment marketing strategies in new media and social media. Our RealityCampus™ web platform provides a turnkey solution to integrate video interviews with students, alumni, and employers with blogs, forums, and interactive tools to promote programs, clusters, faculties, or schools to prospective students. Our Social Media Consulting team has grown steadily in recent years, working with dozens of campuses to develop effective, acceptable approaches to leverage new technologies to enhance communication with stakeholders. Academica’s web Best Practices and Information Architecture specialists help universities and colleges enhance and improve their web presence, test usability and effectiveness, and efficiently exploit new open source content management platforms. For more than a decade, Academica has been an active member of Canada’s Marketing Research & Intelligence Association (MRIA). We are certified “Gold Seal,” indicating that an independent audit team assigned by MRIA has reviewed and approved our research tools, processes, and credentials. We have offices in: Canada—London, Ontario; Toronto, Ontario Academica Group Inc USA—Boston, Massachusetts Mount Saint Vincent University Research 9 SEM Works Profile Jim Black and Associates, Inc., converted to SEM Works in February of 2004 as an LLC. Prior to February 2004, Jim Black and Associates, Inc., had been working and performing services in the higher education consulting industry for ten years. SEM Works was founded by Dr. Jim Black and is grounded in a long history of higher education clients through consulting and professional development. The combined experience of the SEM Works team includes more than 300 higher education clients from five countries. SEM Works’ staff has over 400 years of experience with four-year public and private institutions, college and university systems, graduate and professional schools, community colleges, technical colleges, proprietary schools, and nonprofit and for-profit organizations. SEM Works’ company headquarters is located in Greensboro, North Carolina with two offices in Canada, one in British Columbia and the other in Nova Scotia. The SEM Works staff is comprised of twenty-nine individuals, primarily current or former practitioners in the field and creative services professionals. Including Dr. Black, your lead consultant, there are eleven SEM Works consultants—each with their unique specialty areas. In addition to the consulting group, SEM Works employs a director of creative services, director of market research, a research analyst, director of educational research, a director of marketing, a director of business development, a conference director, two account representatives, director of operations, team of web designers, three graphic designers, a copywriter, and an editor. While our core business is consulting, we also provide some of the best conferences, technology services, on-site training opportunities, market research, and creative services in the industry. SEM Works offers solutions designed to improve enrolment outcomes and the image of our clients without overtaxing resources such as budgets, staffing, and IT support. SEM Works provides consulting services to colleges and universities needing to assess existing operations and develop related plans. Areas of consulting include: Enrolment Management Marketing Branding Student Recruitment Student Retention MooU Customer Service Student Services Institutional Positioning Market Research Organizational Structure Organizational Change Web Development Graphic Design/Publications Development Electronic Communications Knowledge Management (KM 2.0) Academica Group Inc Mount Saint Vincent University Research 10 References – Academica Group ACCEPTED DECLINED SURVEY, ACADEMICA GROUP University of Waterloo Tina Roberts Director Marketing and Undergraduate Recruitment 200 University Avenue West Waterloo, Ontario, Canada N2L3G1 519-888-4567 ext. 36050 or roberts@waterloo.ca The Academica Group conducted an Accepted Declined survey for the University of Waterloo. “For the past 11 years, the University of Waterloo has enjoyed a productive working relationship with Academica Group. Our annual surveys provide guidance for strategy development, resource allocation, and messaging. Past surveys have also been used to build a case for the expansion of on-campus residences, the creation of a financial aid guarantee, and the enhancement of entrance scholarships. Academica has been very responsive with respect to providing quality service and meeting our individual research needs." Tina Roberts, Director Marketing and Undergraduate Recruitment “The UCAS provides us with unparalleled insights into the perspectives and thought processes of, not only our own applicants, but higher education applicants across the country. The data has been invaluable to our strategic planning process. ” Jim Vibert, Director, Communications & Marketing Dalhousie University “Market Research is crucial for understanding an institution’s place, its market(s), strategic direction(s) and appropriate tactics. Academica Group’s strategic enrolment research products are differentiated through comprehensive scope and depth, rapid on-line turnaround, impressive presentation, client service, and very competitive pricing structure. Clearly, the products offer an important foundation for the development of a strategic enrolment plan.” Thomas Huddleston, Ed.D. Vice President Emeritus University of Central Florida Academica Group Inc Mount Saint Vincent University Research 11 Reference – SEM Works RECRUITMENT SEMINAR Mount Olive College, Francis Marion University, and Coker College, fall 2009 Barbara Kornegay Vice President for Enrolment, Mount Olive College Coordinator for three-college recruitment seminar group 634 Hendersen St. Mount Olive, NC 28365 800/653-0854 or bkornegay@moc.edu Dr. Black offered a full-day recruitment seminar for the admissions offices of Mount Olive College, Francis Marion University, and Coker College. Topics included: the nature of today’s students; a student recruitment construct; student recruitment strategies; factors influencing student choice; the recruitment funnel; and principles of communication flow. “The recruitment seminar offered by Dr. Black was exceptional. My staff and I came away with a much clearer understanding of today’s students-what motivates them and how we need to communicate with them. Dr. Black provided theory as well as practical tactics and strategies that show he understands what it is like to work in the student recruitment trenches. Dr. Black’s seminar has energized me and my staff. I’m very pleased.” Barbara Kornegay, Vice President for Enrolment, Mount Olive College ENROLMENT MANAGEMENT WORKSHOP Fanshawe College, 2009 Lane Trotter Senior Vice President of Academics 1001 Fanshawe College Blvd., PO 7005 London Ontario, N5Y 5R6 (519) 452-4430 x4463 or ltrotter@fanshawec.ca "Dr. Black's enrolment management workshop was excellent. I invited Jim to Fanshawe because I have heard he is a leader in enrolment management and has broad experience with both Canadian and American colleges and universities. We were not disappointed. We now have a deeper understanding of strategic enrolment management and its impact across the college. The workshop has paved the way for campus-wide support of SEM planning, and increased involvement of staff and faculty in the process. I am very optimistic about our ability to move forward. Lane Trotter, Senior Vice President of Academics Academica Group Inc Mount Saint Vincent University Research 12 Fayetteville State University, 2007-2009 Roxie Shabazz Associate Vice Chancellor for Enrolment Management Collins Building, Room 114 Fayetteville, NC 28301 910/672-1784 or rshabazz@uncfsu.edu SEM Works conducted market research to identify FSU’s image and key marketing messages and provided publication design and related services for the University’s major recruitment and promotional publications targeted to 18–22 year olds. Publications included a freshman viewbook, transfer brochure, enrolment handbook, companion envelope, and folder. "SEM Works’ publications and brand development work for FSU has been exceptional. Dr. Black has taken the time to understand our current overall brand position, and he is adept at listening and synthesizing and his collaborative style brings together all of our key stakeholders, both internal and external. I am confident that our new publications, brand platform, and sub brands will present a clear, integrated, and compelling case that will cause students to make FSU their first choice institution. We are very excited about rolling out our new publications and brand thanks to the smart work of Dr. Black and SEM Works." Roxie Shabazz, Associate Vice Chancellor for Enrolment Management University of Regina Judy Amundson, Associate Vice President for Student Affairs, 2005-2009 RC Bldg., Room 251.5 3737 Warsiana Pkwy. Regina, SK S4S 0A2 Canada 306/585-5079 or Judy.Amundson@uregina.ca SEM Works conducted an enrolment management audit; facilitated the development of a Universitywide Strategic Enrolment Management (SEM) plan to improve and integrate enrolment and retention efforts; provided ongoing evaluation and feedback during implementation; a formative evaluation of the SEM process; and a summative evaluation to measure achievement of objectives. Other services included the development of a recruitment communications plan; facilitation of a process improvement exercise; postcard and email campaign development; and ongoing assistance with social networking and oversight of a new multi-media recruitment presentation. Publications and collaterals developed include: first touch brochure, parents brochure, scholarship brochure, viewbook, poster, folder, and 8- Academica Group Inc Mount Saint Vincent University Research 13 foot pop-up display. SEM Works developed an admissions microsite that can be found at www.urconnected.ca. “We are delighted with SEM Works’ comprehensive enrolment management audit, highly detailed report, and enrolment management and recruitment solutions. Dr. Black is clearly an industry leader in his understanding of enrolment management issues, structures, processes, and strategies that work in Canada and throughout the world. Strategic recommendations are customized and show a sensitivity to and clear understanding of the unique attributes of the U of R. The SEM Works team is a highly experienced group of professionals that continue to offer us exceptional client service. I highly recommend Dr. Black and the SEM Works team.” Judy Amundson, Associate Vice President for Student Affairs Enrolment Success Fall 2009 undergraduate enrolment has increased 2.1% compared to 2008. Academica Group Inc Mount Saint Vincent University Research 14 Partial Client List – Academica Group Universities University of Western Ontario Athabasca University University of Windsor Bishop's University (QC) Wilfrid Laurier University Brescia University College York University Brock University Community Colleges Carleton University Algonquin College Dalhousie University (NS) Cambrian College King's University College Canadore College Lakehead University Centennial College Laurentian University Conestoga College McGill University Confederation College McMaster University Durham College Mount Allison University Fanshawe College Nipissing University Fleming College Nova Scotia Agricultural College George Brown College Queen's University Georgian College Ryerson University Grant MacEwan College Richard Ivey School of Business Humber College St. Francis Xavier University La Cité Collegiale Saint Mary's University Lambton College Trent University Lethbridge College Tyndale University College & Seminary Loyalist College University of Alberta Mohawk College University of Calgary Mount Royal College University of the Fraser Valley Niagara College University of Guelph Northern Alberta Institute of Technology University of Manitoba Northern College University of New Brunswick St. Clair College University of Ontario Institute of Technology St. Lawrence College University of Ottawa Sault College University of Prince Edward Island Seneca College University of Saskatchewan Sheridan College University of Toronto Southern Alberta Institute of Technology University of Victoria (BC) University of Waterloo Academica Group Inc Mount Saint Vincent University Research 15 Partial Client List – SEM Works Adams State College New England Culinary Institute Alice Lloyd College North Carolina Central University Arkansas State University Ontario Institute of Technology Belmont University Pacific Graduate School of Psychology Buffalo State College Paisley University (Scotland) Carson-Newman College Robert Morris College (University) Charter Oak State College Roosevelt University City University of New York Salem College Clayton State University Seventh Day Adventist University Coker College Sherman College of Chiropractic College of Saint Rose Slippery Rock University Defiance College Southeast Missouri State University East Stroudsburg University Southern Adventist University Eastern Kentucky University Southern New Hampshire University Eastern Oregon State University Spalding University East-West University Sunderland University (England) Fanshawe College University of Colorado at Denver Fayetteville State University University of British Columbia Ferris State University University of California at Santa Cruz Fort Lewis College University of Idaho Francis Marion University University of Maine at Fort Kent Franklin University University of Maine at Machias Guilford College University of Maryland—Eastern Shore Indiana University Purdue University University of Missouri—Kansas City Indianapolis University of North Carolina at Greensboro Ithaca College University of Regina Johnson C. Smith University University of Saskatchewan Kettering University University of St. Francis Lenoir-Rhyne College University of Texas at Dallas Lincoln University University of Texas at El Paso Mars Hill College University of Vermont Medical University of South Carolina University of Victoria Meredith College University of West Florida Mount Olive College University of Windsor Mt. St. Vincent University University of Wisconsin at Eau Claire Murray State University Villanova University Academica Group Inc Mount Saint Vincent University Research 16 Staff Profiles – Academica Group Ken Steele, Senior Vice-President, Education Marketing PROJECT RESPONSIBILITIES: MANAGE UCAS™ AND ADS™ SURVEYS Ken's passion for higher education began as an award-winning graduate student, researcher, and lecturer at the University of Toronto, where he created one of the first scholarly e-communities using the Internet, wrote dozens of journal articles and conference presentations, and edited hypertext editions of Renaissance play texts. In 1992, Ken took a permanent sabbatical from academia to manage a successful regional advertising agency, developing award-winning brand identities, marketing strategies, websites, and multimedia campaigns for a wide range of nonprofit, public sector, and education clients. In 2005, Ken cofounded Academica Group with CEO & President Rod Skinkle, leading an unprecedented expansion and evolution of their flagship research study, the UCAS™ Applicant Study, and consulting with dozens of college and university clients on recruitment marketing and brand strategy. In particular, Ken has led the development of their conceptual, data-driven framework for mapping institutional positioning and reputation. Recent projects that have benefited from Ken’s strategic thinking include branding work for Lethbridge College and Mount Royal College, marketing audits for McGill University, Cambrian College, Fanshawe College, and Sault College, alumni research for Bishop’s University, the Ontario Applied Degree marketing plan (“Degrees in Demand”), the University of Western Ontario undergraduate recruitment campaign, and Athabasca University brand positioning report. Ken created and continues to edit Academica's Top Ten, a free daily news summary that now serves more than 7,000 e-mail subscribers and thousands of RSS readers. Ken is an active, long-standing member of the International Association of Business Communicators (IABC), Council for the Advancement and Support of Education (CASE), American Marketing Association (AMA), and the Canadian Council for the Advancement of Education (CCAE), and an honorary member of the Rotary Club of London South. He has authored or coauthored numerous research papers on student recruitment, written a syndicated column on graphic design, and presented research papers or facilitated workshops nationally and internationally, at conferences for the ARUCC, SCUP, CCAE, CACE, OACC, OURA, AARAO, ACAATO, SAA, and on dozens of university and college campuses across Canada. Ken holds an honors B.A. in English Language & Literature from the University of Western Ontario, an M.A. in English Literature from the University of Toronto, and completed all course work toward a Ph.D. in Renaissance Drama, also at UofT. Academica Group Inc Mount Saint Vincent University Research 17 Oded Vanham, Research Director PROJECT RESPONSIBILITIES: OVERSEE UCAS™ AND ADS™ RESEARCH ACTIVITIES Oded has spent more than ten years in consulting, market research, and project management. His clients benefit from an expertise in data collection and analysis, gaining knowledge from data. He also brings personal knowledge of academia, having taught undergraduate business and worked as a Business Development Manager at the Chinese University of Hong Kong. Oded holds an M.B.A. with a concentration in marketing from the Ivey School of Business, an M.Sc. from the University of Western Ontario, and a B.Sc. from the University of Waterloo. His combination of business and scientific background allows him to go beyond data analysis to understand the business drivers, their impact and significance, and to then make practical recommendations. At Academica Group, Oded oversees all research-related activities ensuring the best possible results for clients. Oded has developed novel approaches to analyzing applicant trends based on geography that allow detailed recommendations regarding the allocation of recruitment resources. He played leading roles in the 2007 UAS™ reporting, 2008 UCAS™ instrument design, Mount Royal College strategic positioning summit, and Dalhousie University market research planning. He continues to look for new ways to view data for greater insight on behalf of our clients. Karen Lee, Field Operations Manager PROJECT RESPONSIBILITIES: SETUP AND EXECUTION OF THE UCAS™ AND ADS™ SURVEY Karen has been with Academica for six years and is the Survey Management System™ (SMSTM) administrator. She is responsible for online and telephone survey programming, testing and implementation, as well as for organizing all operations-related aspects of the project including training, managing, and coordination of the call center. Karen plays an integral role in the fieldwork component of almost every project completed at Academica. Karen has a Corporate Communications and Public Relations Post Diploma from Fanshawe College. Magnus Cottam, Senior Research Associate PROJECT RESPONSIBILITIES: ANALYSIS AND REPORTING OF UCAS™ AND ADS™ SURVEY DATA Magnus is a graduate of the Research Analyst Post Graduate Program at Georgian College, and has nine years of combined experience as a data analyst in the public and private sectors. Before joining Academica in 2003, Magnus worked as an information analyst for the Children’s Aid Society, and was a research analyst intern with Advantage Interactive Corporation. He provided statistical and quantitative analysis for Academica’s work with dozens of other college and university projects. In this project, Magnus would apply his extensive experience with the UCAS™ survey and data analysis to quantitative and statistical analysis. Academica Group Inc Mount Saint Vincent University Research 18 Staff Profiles – SEM Works Jim Black, Ph.D., SEM Works President and CEO PROJECT RESPONSIBILITIES: LEAD CONSULTANT AND BEST PRACTICES WEBINAR The president and CEO of SEM Works, Dr. Jim Black, is the founder of the National Conference on Student Retention in Small Colleges and cofounder of the National Small College Admissions Conference and the National Small College Enrolment Conference. He formerly served as the director of AACRAO’s Strategic Enrolment Management Conference. Dr. Black has published a monograph titled, Navigating Change in the New Millennium: Strategies for Enrolment Leaders, and three books, The Strategic Enrolment Management Revolution, considered to be a groundbreaking publication for the enrolment management profession, Gen Xers Return to College, and Essentials of Enrolment Management: Cases in the Field. Among his other published works are numerous articles and book chapters including a feature article in College & University, “Creating Customer Delight”; a chapter, “Creating a Student-Centered Culture,” for a book on best practices in student services published by SCUP and sponsored by IBM; a chapter on enrolment management in a Jossey-Bass book on student academic services; as well as a bimonthly feature in The Greentree Gazette. Black was honored as the recipient of the 2005 AACRAO Distinguished Service Award. He has been interviewed by publications such as The Chronicle of Higher Education, Converge Magazine, The Enrolment Management Report, The Lawlor Review, and was interviewed for AACRAO’s Data Dispenser. Black also was featured in an international teleconference on enrolment management sponsored by The Center for the Freshman Year Experience at the University of South Carolina, and a PBS broadcast on “Blending High Tech and High Touch Student Services.” Since 1999, Jim Black has been an IBM Best Practices Partner, one of only twenty-three in the world. He was invited by The College Board to Heidelberg, Germany, to evaluate the APIEL Exam and most recently was invited to lead conferences on enrolment management and student services in the United Kingdom and the Netherlands. Dr. Black has served on the boards of several technology companies and has consulted with companies such as Microsoft, Blackboard, and the SAS Institute. Higher education clients have included two-year, four-year, public, and private institutions. Jim earned a B.A. in English education and M.A. in higher education administration from the University of South Carolina, as well as a Ph.D. in higher education curriculum and teaching from The University of North Carolina at Greensboro. Academica Group Inc Mount Saint Vincent University Research 19