8/10/2019 Retention Planning Package Information Sheet

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Retention Planning Package

BENEFITS & DELIVERABLES

Partnering with TFA to create an institution-wide student retention plan enables institutions to:

Generate a data-driven student success roadmap with identified at-risk populations;

Develop measureable goals associated with each population;

Determine strategies to achieve the goals; and

Receive a template for action plans to support implementation of the prioritized strategies.

Through their partnership with TFA, institutions receive:

A customized Retention Data Dashboard template that is completed collaboratively between TFA

and your Office for Institutional Research;

A Retention Planning Workbook, including sets of exercises and recorded institutional data;

A two-year Retention Plan detailing target populations, baseline data, measurable goals, strategies,

and a set of suggested next steps.

FIRST ON-CAMPUS VISIT: DATA GATHERING (1 DAY)

Activities and goals of the initial visit:

Meet with identified stakeholders to:

Discuss retention issues and concerns,

Identify student success leaders, and

Become acquainted with retention leaders

Prepare for the Retention Planning Retreat

Determine data needs,

Select participants, and

Consider logistics

Example Itinerary

TIME MEETING

8:00 a.m. Campus Contact

9:00 a.m. President

10:00 a.m. Vice President of Academic Affairs

11:00 a.m. Institutional Research

12:00 p.m. Working Lunch with Retention Committee/Retention Stakeholders

1:30 p.m. Vice President of Student Affairs

2:15 p.m. Follow up with Institutional Research

3:00 p.m. Academic Support Services, Advisors, Career Services, Etc.

4:00 p.m. Exit Preparation

4:30 p.m. Conclude First Visit

8/10/2019 Retention Planning Package Information Sheet

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SECOND ON-CAMPUS VISIT: RETENTION PLANNING RETREAT (1.5 DAYS)

Day One: Example Itinerary

TFA provides specific guidelines and recommendations for Retreat participants, location, and logistics, as well as a

custom workbook with your retention data and exercises to be used by participants.

TIME MEETING

8:00 a.m. Participants Arrive/Continental Breakfast

8:15 a.m. Welcome by President

8:30 a.m. Introductions

9:00 a.m. Assessment of the Retention Environment (Retention SWOT Analysis)

10:30 a.m. Break

10:45 a.m. Study of Data

12:00 p.m. Lunch

1:00 p.m. Identification of At-Risk Populations

2:00 p.m. Brainstorming of Key Retention Strategies to Serve At-Risk Populations

3:15 p.m. Break

4:00 p.m. Exit Preparation

4:30 p.m. Day One Concludes

Day Two: Example Itinerary

This morning-only workshop is conducted with the Retention Committee and other identified stakeholders.

TIME MEETING

8:00 a.m. Participants Arrive/Continental Breakfast

8:15 a.m. Prioritization of Retention Strategies and Review of SWOT

10:15 a.m. Next Steps: Coordinators and Communication Plan, including the: Process for choosing strategy coordinators,

Steps for institutional approval, and a

Dissemination procedure

12:00 p.m. Workshop Concludes

PRICING

$10,000, including all travel expenses for contracts signed by Dec. 31, 2014 and delivered by May 31, 2015.

Contact:Teresa Farnum & Associates196 2nd NH Turnpike | New Boston, NH 03070

Phone: 603.487.1138 | Fax: 866.361.5467

info@teresafarnum.com | www.teresafarnum.com