7:30am – 9:00am  Registration and Coffee

Speakers: Five institutions/organizations will be presenting, including Dartmouth and Instructure (Canvas network)

9:00am - 9:20am Introductions and Framing for the day
Introductions of presenting institutions and speakers.

9:20am - 10:40am Session 1 - Needs Analysis
In this session we will look at several institutions needs analyses (lightning round); we will also cover some of the cultural questions that need to be considered before successfully adopting a CRM. The last 30 minutes will be spent in small group work - participants will work through a worksheet which will prompt them to begin articulating their own institutional CRM needs.

10:40am - 10:50am  Break

10:50am - 11:50am Session 2 - Designing your Salesforce Environment

Once you have your requirements defined - how do you go about designing the appropriate Salesforce environment? What do you need to consider so you don’t paint yourself into a corner? Several institutions will share the approach taken for their use cases (lightning round). We will cover general design considerations, look at specific Salesforce environments, and gather common dos and don’ts from the presenters and attendees.

11:50am - 12:5am  Lunch

12:50am  -1:40am Session 3 - Implementing your Salesforce Environment

How do you move from design to implementation? How do you incorporate an iterative approach, which allows you to adapt as you go along? We will learn from several presenting institutions what worked and what didn’t work for them in the implementation stage, and how and why implementations were changed and adapted (lightning round).

1:40pm -1:50pm   Break

1:50pm - 2:50pm  Session 4 - Reporting and Storytelling

Does Salesforce allow you to do the reporting you’ve been wishing for - and, are you equipped to report on the success of your Salesforce implementation itself? Does Salesforce allow you to better tell your story and demonstrate value; and how can you tell the story of your successful use of Salesforce? Several institutions will share their reporting and storytelling strategies and successes at both of these levels (lightning round). Participants will work through a worksheet which will prompt them to begin articulating their own reporting and storytelling aspirations.

2:50pm - 3:30pm Session 5: Wrap-up, and Q&A with the Vendor

Throughout the day, we will be gathering key takeaways, as well as key questions for the vendor (gathering on sticky pads on conference room and/or Google docs). The concluding session will serve as an opportunity to circle back to common themes in the key takeaways and to actually ask the vendor for comments on the questions that have been gathered for them throughout the day. A representative from Salesforce will attend the entire event.

3:30pm