Initiative Title | Workforce Development Customer Relationship Management System |
---|---|
Submitted in Previous Year(s) | No |
Critical Information, Notes, Justification, Rationale | When CampusWorks provided consulting during AY 2021-2022, they implored that we obtain a Customer Relationship Management (CRM) system to help manage our workforce development efforts. CRM brings all stakeholders together to support our workforce development training and education programs, and ensure a career ready future workforce while supporting the College's Strategic Plan. Stakeholder groups include: student and adult talent, companies, community organizations, governmental agencies, and more. As we expand workforce initiatives, we will utilize CRM to more efficiently support:
Through business and community relationship activities, there is a need to manage this more complex array of partnerships to keep track of requests, interests, and communication to and from multiple workforce stakeholders and help manage workforce development activities. Benefits of workforce development CRM:
|
Consequences of this initiative not being funded | Keeping workforce development efforts 100% organized is a major feat. Workforce development staff connect with various stakeholders including employers, agencies and other organizations at different staff levels and stages of engagement. Managing over 100, or even 1000 contacts, for example, might seem overwhelming and problematic to those not familiar with workforce development activities. With all of the moving parts that grant and program management, and business and community development has, it can be easy for things to become disorganized quickly. Major disadvantages that the College may suffer from not using CRM include: > Data silos - Without a centralized data source, chances staff will spend more time looking for data than actually using it increases. This eats up the valuable time of our team which in turn reduces their efficiency. > Lack of insights and poor decisions - Real-world performance metrics will be less than optimal. > Poor customer relationships - Without CRM, we're forced to rely on excel and spreadsheets, which become less reliable as we scale operations. > Lack of control - Spreadsheets have several shortcomings that limit the control of data. > Lack of productivity - Not centralizing data and operations into a CRM increases confusion, resulting in less productivity and negatively affecting motivated team members > Lack of transparency - It's difficult to understand what your employees are working on and the connections being made with CRM. |
Department Goals | Strengthen leadership in regional workforce development, economic growth, and quality of life in our communities by providing an educated and skilled workforce while addressing business and industry needs and workforce equity |
Programs | Director |
Locations | |
Estimated Completion Date | 05/31/2024 |
Will this initiative span multiple budget years? | Yes |
Importance | High |
Funding Source | Request for Prioritization |
Created | 11/22/2022 12:26 pm |
Updated | 01/03/2023 10:10 am |
Goal | How will the initiative support this institutional goal? |
---|---|
|
This initiative will support targeting industry sectors in emerging and innovative fields that supports the labor force in Orange County and the region. |
|
This initiative will help our diverse student populations be recognized for their skills and academic accomplishments by local employers. |
|
Increasing the pipeline to the college through workforce development training and education will support additional opportunities for non-credit to credit pathways and provide a more talented workforce to the region. |
|
Increasing employer and community outreach and engagement while leveraging this initiative will connect with new majority learners especially those that are underrepresented, unemployed and underemployed. https://eddesignlab.org/newmajoritylearners/ |
Action Step | Responsible Party | Order |
---|---|---|
Identify software vendors including Tallo and Launchpad. | CAPE | 1 |
Perform bid process | Purchasing | 2 |
Select software vendor | Purchasing | 3 |
Develop software rollout schedule including training | CAPE, ITS | 4 |
Develop action plan to maximize software benefits | CAPE | 5 |
Outcome | Order |
---|---|
Increase student recruitment | 1 |
Increase employer partnerships | 2 |
Increase community organization partnerships | 3 |
Increase workforce development training and education programs | 4 |
Method | Description | Other Method | Responsible Party |
---|---|---|---|
Employer Survey | Advancement, etc.) can survey employers to determine if their graduates are satisfactorily knowledgeable and skilled. | CAPE | |
Focus Groups | A series of structured discussions with students who are asked a series of open-ended questions designed to collect data about beliefs, attitudes, and experiences. | CAPE | |
Student Surveys: Satisfaction Need | Surveys can be developed internally and administered to assess student frequency, importance, need and satisfaction institution’s staff, office and services and programming. |
INITIAL YEAR COST: | $2,500.00 |
---|---|
RECURRING COST: | $2,500.00 |
Need | Cost (Initial/Recurring) | Supporting Departments | |
---|---|---|---|
Software | $2500.00 / 2500.00 (1st year) |
|
|
TOTAL: | $2,500.00 / $2,500.00 |
Need | Cost (Initial/Recurring) | Supporting Departments | |
---|---|---|---|
TOTAL: | $0.00 / $0.00 |
Need | Cost (Initial/Recurring) | Supporting Departments | |
---|---|---|---|
TOTAL: | $0.00 / $0.00 |
Need | Cost (Initial/Recurring) | Supporting Departments | |
---|---|---|---|
TOTAL: | $0.00 / $0.00 |
Need | Cost (Initial/Recurring) | Supporting Departments | |
---|---|---|---|
TOTAL: | $0.00 / $0.00 |
Need | Cost (Initial/Recurring) | Supporting Departments | |
---|---|---|---|
TOTAL: | $0.00 / $0.00 |
Need | Cost (Initial/Recurring) | Supporting Departments | |
---|---|---|---|
TOTAL: | $0.00 / $0.00 |
Date | Department Name | Status | Cost to Date | Funding Source | |
---|---|---|---|---|---|
No results found. |