high-touch advising crm + early alerts

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HIGH-TOUCH ADVISING CRM + EARLY ALERTS FIDELIS EDUCATION

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Page 1: High-Touch Advising CRM + Early Alerts

H I G H -T O U C H ADV I S I N G C R M + E AR LY A L E RT S

F I D EL I S ED UC AT I ON

Page 2: High-Touch Advising CRM + Early Alerts

T H I S I S YO U R BRA I N

Page 3: High-Touch Advising CRM + Early Alerts

T H I S I S YO U R B RA I N W I T H R E L AT I O N S H I P S

Page 4: High-Touch Advising CRM + Early Alerts

E V E RY T I M E W E TA L K A BO U T:

• Small classes

• Caring families

• Inspiring teachers

• Great coaches

• Effective mentors

• Strong communities

Page 5: High-Touch Advising CRM + Early Alerts

W H AT W E ’ RE RE A L LY TA L K I NG A BOU T I S T H E P OW E R OF RE L AT I ONS H I P S T O D R I V E L E A RN I NG

Page 6: High-Touch Advising CRM + Early Alerts

T H E S E LOA D T H E D I C E I N FAVO R O F A L E A R N E R ’ S S U C C E S S

COACH E S , ME NT O R S , CO MMU NI T Y

Page 7: High-Touch Advising CRM + Early Alerts

B U T W H Y L E AVE S U C C E S S T O LU C K ?

Page 8: High-Touch Advising CRM + Early Alerts

M A K E SU RE E V E RY STU DE N T + E M P LOYE E HA S ACCE SS TO P OWE RF U L LE A RN I N G RE L AT I ON SH I P S

T H AT ’ S W H Y LR M G IV E S YO U A CE NT RA L IZE D WAY T O

Page 9: High-Touch Advising CRM + Early Alerts

N O LUC K R E Q U I R E D

Page 10: High-Touch Advising CRM + Early Alerts

H I G H -TO U C H A DV I S I N G M A K ES I T PO S S I BLE .

LR M M A K ES I T S C A L A BLE .

Page 11: High-Touch Advising CRM + Early Alerts

T HER E AR E FOU R K EY ST EPS

1. Track

2. Triage

3. Recommend

4. Follow-up

Page 12: High-Touch Advising CRM + Early Alerts

T RAC K A L L YO U R L E A R N E R S

S UMMARY

REACT I VE + PROACT I VE V I EWS

FL AG S

Page 13: High-Touch Advising CRM + Early Alerts

T R I AG E T H E L E A R N E R S W H O N E E D I M M E D I AT E S U P P O RT

WHO’S S TRUG GL I NG?

WHO’S D I S ENG AGED?

WHO’S I N TROUBLE?

Page 14: High-Touch Advising CRM + Early Alerts

R E C O M M E N D S U P P O RT F R O M A N Y C O N T E XT

TO S OME OR ALL OF YOUR LEARNERS

CONT ENT , GOALS , OR REL AT I ONS H I PS

D I S TR I BUTE V I A EMA I L OR S MS

Page 15: High-Touch Advising CRM + Early Alerts

FOLLOW-U P T O KEEP T HEM ON -T RAC K

S CHEDULE RECOMMENDAT I ONS

TRACK PROG RES S

K EEP A LOG FROM YOUR S ES S I ONS

Page 16: High-Touch Advising CRM + Early Alerts

S U P E R P O W E R S T O C OAC H H U N DR E D S O F L E A R N E R S

NO W YO U R A DV ISO R S H AV E

Page 17: High-Touch Advising CRM + Early Alerts

S L I P T H R OU G H T H E C RAC K S

A ND T O DO I T W IT H O U T LE TT ING A NYO NE

Page 18: High-Touch Advising CRM + Early Alerts

H I G H -T O U C H ADV I S I N G I S G R E AT …

Page 19: High-Touch Advising CRM + Early Alerts

A C O M PE TE NCY-B AS E D L M S + C O M M U NI TY- E NAB L E D M E NTO R I NG NE TW O R K

BU T I T ’ S SO MU CH MO R E PO W E R F U L W H E N INT E GRAT E D W IT H

Page 20: High-Touch Advising CRM + Early Alerts

W I T H O U T T H E J E L LYI T WO U LD BE L IKE A PE A NU T BU TT E R S A NDWI CH

Page 21: High-Touch Advising CRM + Early Alerts

S O C OM B I NE T H E P OW E R OF RE L AT I ONS H I P S W I T H I NC RE D I B L E C ONT E NT …

Page 22: High-Touch Advising CRM + Early Alerts

FOR A L L YOU R L E A R N E R S

T O DR I V E H U GE O U TCO ME S