Assembling the Core Slate Team
  • 16 Feb 2026
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Assembling the Core Slate Team

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Article summary

Slate follows a "train-the-trainer" implementation model. A core team from each institution—the Slate Adminsattends the Slate Certified - Fundamentals of Student Success online training and oversees the project.

Slate Admins take responsibility for creating sustainable business processes in Slate and provide training to other users on campus. We recommend limiting the number of Slate Admins to two or three individuals.

Selecting Slate Admins

Slate Admins should be experienced student success or advising officers who understand current processes, like caseload management, reporting and analytic requirements, communication processes, and record or event management, and how these processes intersect.

Slate Admins should be:

  • Organized individuals who can clearly articulate current business processes.

  • Creative and willing to re-imagine new business needs.

  • Able to commit adequate time to focus and go through the necessary build-out and training along the way.

  • Empowered to make decisions throughout the implementation without consistently relying upon outside support.

Candidates for the Slate Admin role include Directors of Student Services, Associate Directors/Deans of Student Affairs, and Coordinators of Academic Advisement/Success.

🔑 Required Permissions: Slate users assigned the Support Ticket Submit permission are designated as Slate Admins by Technolutions and are included in important communications.

Other stakeholders

Other essential staff are involved at key moments during implementation, including leadership and IT staff, but the Slate Admins will ultimately make decisions and build out the process.

Much like a Student Success office itself, Slate is an integrated system. And as such, different team members may be asked to support particular phases during the transition to Slate. Potential roles in Slate and the associated team members are outlined below:

Roles in Slate

Candidate

Integration Team

IT Staff

Leadership Team

Dean, Director of Student Success, VP of Academic Success

Outreach Team

Director of Communications, Marketing

Superusers

Advisors, Academic Coaches

As needed

Consultants (optional)

Slate Preferred Partners

Although no third parties are required as part of the solution, institutions that desire deeper project management resources and technical expertise benefit from engaging a Slate Preferred Partner. Slate Preferred Partners offer on-campus and remote dedicated services, including implementation, consulting, and support services for Slate and your organization's Slate projects and priorities.

IT Involvement

Slate is not a conventional IT project. Slate was designed and built for those who will be the primary users of the system, namely student success and advisement staff. 95% of the tasks related to implementation are focused on business processes and can be completed directly by Slate Admins without the need for intervention by IT staff; however, IT staff play an important role in integrating with other external and campus systems.


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