Naviance for the Novice

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 for Students and Parents Succeed for School Staff

6. Intro to Naviance Succeed: Benefits of Naviance Succeed

7. Intro to Naviance Succeed: Success Planning • Success Planning: 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 School Set Up: Create goal categories Build task libraries Group tasks into programs Assign tasks and programs to students

8. Intro to Naviance Succeed: Career Planning • Career 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 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: 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

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 andReports

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 emails sent by school staff in FC inbox as well as through email Respond to school-generated email Schools: Create email templates Send mass emails 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 • Email 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 emailed 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: • 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

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. Support Services Professional Services: Overview Naviance Succeed Professional Development Success Management Consulting 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

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.