Pre-Conference Training & Consulting Workshops

Below is information from 2015. More information on 2016 coming soon!

On July 27th, registrants have the option to attend up to 3 pre-conference training sessions or consulting workshops. Pre-conference training sessions are hands-on courses offered by Hobsons training specialists and cover product related training for the Connect, Apply Yourself and Radius products. The consulting team will be offering workshops covering “best practices” for admissions related topics. Laptops are required for participation. Courses and workshops can be purchased for $250 per person, per course or workshop. Course and workshops are 2 hours in duration and are offered at 8am, 10:15am, and 1:30pm.

The official 2015 Hobsons University Pre-Conference Training & Consulting Course Catalogue is now available here!

Pre-conference training courses and workshops may be cancelled by June 30th for a full refund.  Any cancellation after June 30th will forfeit your full workshop fee.

Seats are limited and are on a first come, first serve basis, so make sure to purchase your seat early. If you are interested in purchasing a pre-conference course you may do so when you register for the main conference.

Pre-Conference Courses


Pre-Conference Consulting Workshops

Pre-Conference Courses


  • Connect Fundamentals | 8am - 10am: Whether you are a new user, or simply need to revisit the basics, Connect Fundamentals will provide you with the building blocks necessary for effective usage of the Connect CRM.  Attendees will learn about the structure of data and the various methods for its use, as well as planning and developing effective communications. This course is a broad study of the features of Connect, and will provide the essential skills needed for using the system.  It is intended for, but not limited to, novice users.
  • Maximizing Filters | 10:15am - 12:15pm : Effective usage of filters is what separates the average and advanced user.  With an enhanced understanding of filter functionality, users automate processes, draft and send targeted communications, and analyze institutional effectiveness via exports and system reports.  This course is intended for experienced users.
  • Communication & Recruitment Strategies | 1:30pm - 3:30pm : The Connect CRM provides users with the ability to communicate with prospective students as they move through the recruitment process.  This course will teach users how to harness Connect’s data and communication capabilities to maximize the institution’s communication and recruiting effectiveness.  Content in this course is intended for experienced and advanced users.


  • AY Fundamentals | 8am - 10:15am: Whether you are a new user, or simply need to revisit the basics, AY Fundamentals will provide you with the basic skills necessary for effective usage of the ApplyYourself system.  Attendees will learn about ApplyYourself functionality, as well as the necessary skills for utilizing the system.  It is intended for, but not limited to, novice users.
  • System Administration | 10:15am - 12:15pm : Success within the ApplyYourself system begins with effective system administration.  The topics covered during this workshop will include best practices on data exchange and data integration, as well identifying opportunities to automate processes behind the scenes. You will also learn strategies for maintaining a well-organized system.  This course is intended for advanced users.
  • Application Lifecycle Management | 1:30pm - 3:30pm: Recruiting does not end once the applicant submits his/her application, it concludes when he or she is on-campus for that first day of class. In this course you will learn best practices and considerations for providing an easy and smooth experience for your applicants and recommenders, while maintaining a streamlined internal process. We will focus on items such as status communications, business rules, and other advanced options.


  • Radius Fundamentals | 8am - 10am: Radius is a powerful, highly customizable tool that revolutionizes the way institutions manages the student lifecycle.  Effective utilization of Radius begins with a solid understanding of the system’s building blocks.  This course will guide you through the necessary steps for learning Radius, and will provide a high-level overview of the fundamentals of the Radius system. This course if intended for, but not limited to, novice users.
  • Student Engagement Management | 10:15am - 12:15pm: Effective recruiting isn’t simply one-way communication, but rather is an active conversation with the prospective student.  Achieving this is easier said than done; however, Radius offers tools that can help foster the relationship with an applicant.  This course is designed to learn ways to increase student engagement by using automated campaign management, case management and the registration process. Additionally, you will learn best practices for using student portals as recruitment and conversion tools.  This course is intended for experienced Radius users.
  • Radius and Student Lifecyle Management| 1:30pm - 3:30pm: Radius is an admissions and enrollment management CRM platform that supports relationship building throughout the student lifecycle. In this course, you will learn how to use tools within Radius to facilitate the automation of information gathering to help manage key interaction points with enrolled students and prospects. Session attendees will learn how to techniques to maximize their efficiency, and implement a strategic approach to relationship management at each student lifecycle using Radius.  This course is intended for experienced Radius users.


Pre-conference consulting workshops are offered on July 27th for $250 per person, per workshop.  Workshops can be selected in combination with courses.

  • Setting Meaningful Success Measures & KPIs | 8-10am : In this workshop we will discuss the importance of defining goals & objectives and related Key Performance Indicators for successful CRM deployment and utilization. Participants will participate in exercises to define business objectives relevant to your institution and learn how to measure against them with a set of quantifiable measures.


  • Ensuring Student Success and Retention | 8-10am: Retention is top of mind for campus administration, faculty, staff and the families of our students. In this conference session come prepared to explore best practices in early alert intervention, discuss innovative ways to identify threats to persistence, and develop metrics to measure performance. Participants will leave with a better understanding of retention theory along with specific strategies to add to institutional retention efforts.


  • Student Recruitment Process Mapping | 10:15am-12:15pm: This workshop is designed to walk participants through the business process mapping approach for student recruitment from documenting existing workflows to analyzing and reviewing them to ensure they adequately capture the real-life activities of your organization. Process mapping makes it easier to identify inefficiencies and areas for improvement and allows your institution to develop a single, consistent and efficient process that will be used moving forward.


  • Build Stronger Relationships Through Your Marketing Mix | 10:15am-12:15pm: How personalized are your communications? Are you reaching the right audience? Is your message being heard? In this marketing workshop, participants will learn how to audit their current marketing strategy, identify new channels for communications and how to leverage marketing to strengthen relationships with students throughout their lifecycle.


  • Optimizing Your CRM | 1:30-3:30pm: Managing a CRM takes technical skill, strategic vision, and ongoing coordination.  Institutions that do not take the time to consistently evaluate how these functions are performing risk finding their CRM underutilized, or worse, operating in error. In this workshop we will discuss the process to uncover performance gaps and take action for improvement.


  • Non-Traditional Student Recruitment | 1:30-3:30pm: Adult and non-traditional student enrollments continue to rise at institutions across the county. During this workshop, participants will learn more about these trends and best practices to identify, recruit and enroll non-traditional students. Participants can expect to walk away with tools to evaluate gaps in institutional support for these students as well as strategies to improve enrollment of these students.
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