Downloadable Workbook

STUDENT SUCCESS IMPLEMENTATION PLANNING WORKBOOK

Implementing Slate for Student Success can feel overwhelming, but it doesn’t have to.

This free workbook helps your team map out what a successful first year really looks like, from defining your MVP to identifying key players and data needs. Whether you’re mid-build or just starting to explore, it’s the strategic starting point you didn’t know you needed

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Who It’s For

Student Success teams who want to use Slate to support advising, retention, registrar, and student support efforts.

What They’ll Learn

How to plan, prioritize, and build a strong foundation for an effective Slate for Student Success implementation.

Why It’s Worth It

Real strategies, smarter planning, and fewer surprises, based on how institutions actually implement Slate.

Meet the team who wrote this

Real people, real experience, and a whole lot of Slate under our belts.

Georgia Kennedy

Georgia Kennedy

Director, Enrollment Solutions

 
 
What is your favorite type of project?
My favorite type of project is one that makes people’s work easier and gets folks the data or functionality they need. The landscape of Higher Education is constantly changing and our systems need to be flexible enough to support the broad range of work we are asked to do. A successful project to me is one where the team feels like Slate is empowering them and not adding something burdensome or intimidating to their task list.
Danielle Buczek

Danielle Buczek

Senior Director, Enrollment Solutions

 
 
What is your favorite way to engage with the Slate community?
Summit is always fun because I can be an unabashed Slate nerd for several days. Year-round, I enjoy hanging out on Slack and joining the peanut gallery (i.e. the Chat area) in Community Conversations.
Jake Daly

Jake Daly

President & CEO

 
 
What’s your favorite type of Slate project?
Anything that exists in the intersection between evergreen Slate functionality (something you don’t have to update every year) and making someone’s job easier (simplifying or accelerating a complicated process). That’s often some kind of a portal, but it can also be a suite of administrative alerts or dashboards, an internal-use dataset, or a custom integration.

Your Slate Journey Starts Here

Schedule an intro call with a team that truly understands your work.

We’re showing up big at Slate Summit. Come find us in Vegas.