Phase I: Preparation

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A successful implementation begins with preparation.

Preparation steps

In Phase I, you’ll complete three critical preparation steps to lay the foundation for your implementation:

  1. Establish your Slate team and steering committee.

  2. Get Slate Certified by taking the Fundamentals of Admission and Enrollment course.

  3. Review your current processes.

Implementation checklist

Keep this checklist handy throughout your implementation: Implementation Checklist.

Tip: Check off rows in the attached spreadsheet as you progress.

Next up: Establishing your Slate team

You’re ready to take your first steps toward Slate implementation!

➡️ Step 1: Establishing your Slate team and steering committee

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