Naviance for the Novice

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1 Naviance for the Novice Ah Young Chi College Counselor Malibu High School Erin Garland Lead Training Specialist Naviance

2 Introductions Before we get started: Ah Young Chi Erin Garland Overview of Agenda

3 Naviance for Novices Overview of the Naviance Succeed Solution Working with Naviance Succeed Data Management Collaborative Tools Reporting Working with Family Connection

4 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.

5 Intro to Naviance Succeed: What is Naviance Succeed? Family Connection Success Planning Career Planning Succeed for School Staff for Students and Parents College Planning Course Planning

6 Intro to Naviance Succeed: Benefits of Naviance Succeed Benefits for Students Benefits for School Staff 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 postsecondary success Success Planning College Planning Career Planning Course Planning 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

7 Intro to Naviance Succeed: Success Planning Success Planning: School Set Up: Create goal categories Build task libraries Group tasks into programs Assign tasks and programs to students Students: Create goals Complete tasks Create to-do lists Comment on goals and tasks Schools: Comment on goals and tasks Monitor task activity Report on goal and task completion

8 Intro to Naviance Succeed: Career Planning Career Planning School Set Up: Set up Family Connection Optional Features to activate assessments Students: Complete personality and interest assessments Research career clusters, pathways and careers Build career lists Link results to course & college planning Schools: Access career research tools & assessment results Track student career interests Report on career interests and trends

9 Intro to Naviance Succeed: Course Planning Course Planning: School Set Up: Import course catalog Import student course history Build Plans of Study Students: Browse course catalog Create course plans View alerts Scan plans to measure rigor Schools: Review & approve plans Comment on plans Report on course plan status and trends

10 Intro to Naviance Succeed: College Planning College Planning: School Set Up: Import scholarship lists Import college application history Configure research tools Set up college visits Prepare to use edocs Students: Research colleges Build college lists Request application documents from counselors and teachers Track college applications Schools: Access college research tools Track student applications Prepare and submit application documents Generate reports

11 Data Import

12 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

13 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

14 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 Data Import: Data Import Options

15 Student Profile

16 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

17 Collaborative Tools and Reports

18 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

19 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

20 Collaborative Tools: Messaging Tools Students & Parents: View s sent by school staff in FC inbox as well as through Respond to school-generated Schools: Create templates Send mass s to targeted students, parents & college contacts Track status of sent messages

21 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

22 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 capabilities

23 Collaborative Tools: Reports Naviance Succeed has over 65+ reports for your school or district to use Most reports are customizable Reports can be ed or printed

24 Collaborative Tools: Reports Report categories include: Student Reports Course Reports Planner Reports Scholarship Reports Career Reports College Reports Survey Reports Score Reports

25 Family Connection Overview

26 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

27 Family Connection Overview: Navigation - Welcome Page Welcome Page

28 Family Connection Overview: Navigation - Welcome Page The Welcome page on Family Connection contains key information and links to features such as: messages and comments sent from counselors 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 notification digests to inform students when a task or program deadline is approaching or due

29 Family Connection Overview: Navigation - Courses Courses

30 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

31 Family Connection Overview: Navigation - Colleges Colleges

32 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)

33 Family Connection Overview: Navigation - Colleges There are 10 tools in the college research area that students can use to find colleges

34 Family Connection Overview: Navigation Search Tools

35 Family Connection Overview: Navigation - Scattergrams

36 Family Connection Overview: Navigation - Colleges 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

37 Family Connection Overview: Navigation - Careers Careers

38 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

39 Family Connection Overview: Navigation - Careers 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.

40 Family Connection Overview: Navigation About Me About Me

41 Family Connection Overview: Navigation About Me Surveys Resume Profile Account Information Test Scores

42 Family Connection Overview: Navigation My Planner My Planner

43 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

44 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

45 Professional Services

46 Professional Services: Overview SUPPORT SERVICES Telephone and Ensures satisfaction Support Services PROFESSIONAL DEVELOPMENT Instructor-led courses Product proficiency CONSULTING SERVICES Best practices and guidance Success Management Naviance Succeed Professional Development Implementation for maximum productivity SUCCESS MANAGEMENT Ongoing communications Recognize value Consulting Services

47 Networking

48 Networking: Overview Naviance provides ways for Succeed users to connect with other K-12 educators, including: Naviance Network Idea Exchange Naviance Summer Institute

49 Networking: Naviance Network 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.

50 Networking: Idea Exchange 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.

51 Sales Information 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 , ext. 7412

52 Questions

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