The Art of Slate Stewardship

Slate Stewardship Community Conversations

🌟 Join us for our new monthly series of Community Conversations about Slate Stewardship, kicking off on March 26! Are you ready to optimize your Slate-based operations for the upcoming admissions cycle, academic, or giving year? Let's delve into the essentials of Cycle Prep and the art of Slate Stewardship.

🔍 Overview

Cycle Prep ensures the smooth functioning of Slate operations, while Slate Stewardship takes it a step further, focusing on efficiency and sustainability across all institutional processes. It encompasses necessary updates, housekeeping, new projects, and team building/governance.

🛠️ Necessary Updates

From archiving completed applications or mailings to updating filters and rules, essential updates keep your Slate database primed for the next cycle.

🏠 Housekeeping

Regular audits and optimizations ensure that Slate operates at peak efficiency. From refining rules to reviewing user permissions, housekeeping is key to good stewardship.

🆕 New Projects

Addressing process inefficiencies, implementing new workflows, or simply staying updated with Slate's latest features—new projects drive innovation and improvement.

👥 Team Building and Governance

Building a robust Slate team and establishing governance structures are crucial for sustained success. Slate Captains and steering committees ensure alignment with institutional goals.

🔄 Cycle Prep Support Resources

Explore tools like the Cycle Prep Checklist and Community Forums for guidance and support throughout your Cycle Prep journey.

🗓️ Scheduling Cycle Prep

While summer months often provide ample time for Cycle Prep, it's a flexible process that can be undertaken whenever resources allow.

Join us on March 26 as we dive deeper into Slate Stewardship and embark on a journey toward optimized operations. Mark your calendars and stay tuned for more updates!

Register today in Home Slate.

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From the Advancement Desk: Giving Days with HCRC