Phase IV: Year One & Beyond
  • 13 Mar 2024
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Phase IV: Year One & Beyond

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  • PDF

Article summary

Year one

Beginning once the implementation phase is complete and you've transitioned from your legacy system, your first year in Slate is an opportunity to:

  1. Refine existing processes with the knowledge you've gathered in implementation

  2. Add more functionality to your Slate toolbelt

  3. Train staff, both experienced and new-to-Slate alike, with educational resources

Refine existing processes

  • Improve your troubleshooting skills. Reach out to the Slate community to find support when you need it.

  • Document as you go. Buy back time spent answering frequently asked questions from new users by d ocumenting your processes in  Slate Scholar Classroom,which lets users refer to page-specific documentation, all inside of Slate.

  • Think about what else could live in Slate. Use time meeting with your Slate steering committee to identify inefficiencies that could be improved using Slate functionality.

Add functionality

Keep up the momentum in year one by expanding the list of processes your team handles in Slate.

  • Start reporting. If you haven't already, a good first post-implementation project is to try your hand at developing reports in Slate. Reporting on staff usage in Slate can also further your refinement goals.

  • Act locally, think cross-departmentally. Who else at your institution could benefit from Slate? Add depth and specificity to core processes to support different departments or other stakeholders.

  • Keep dreaming big. Slate is always evolving. Stay up to date on new feature releases and work toward pulling more processes into Slate. If you can imagine a great new feature that doesn't yet exist, toss your hat into the ring in the Feedback forums.

Train staff

Fully leverage the power of Slate and improve productivity across all departments with Learning Lab. Access to the Slate Learning Lab is available to all Slate users.

Get the most out of Learning Lab by:

  • Registering new Slate users for Fundamentals of Admission and Enrollment.

  • Registering more experienced users for Continuing Educationcourses that dive deeper into specific functional areas, including:

    • Communications

    • Queries and reports

    • Permissions

    • Portals, and more

Use Slate Scholar Classroom to teach processes specific to your institution directly within Slate.


The stewardship phase begins once you've completed a full admission cycle in Slate. Congratulations are in order!

Slate stewardship involves four key responsibilities:

  • Manage necessary updates in the database to prepare Slate for the next admissions cycle.

  • Manage data and functionality in your database to ensure processes are as efficient and sustainable as possible.

  • Determine your next priorities and implement new functionality.

  • Grow your Slate team and expand the work of your governance group.

  Further Reading

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