Developing a Comprehensive Retention Plan

Developing a Comprehensive
Retention Plan

October 16 - 18, 2017
Orange County, CA



Develop a comprehensive retention plan based on data, mission, and resources, tailored to your unique institutional context. 

This conference will help you develop a campus-wide retention plan that ties mission, data, and programming together in a unified approach. Whether you have a retention plan already in place or are just getting started, you will leave this event with an outlined plan built from the practical tips and small-group coaching from our expert instructors.

You will leave this conference better able to approach retention in a holistic manner by:

  • Beginning before students arrive on campus
  • Tying your retention data, programming, and goals together
  • Auditing the existing programs you have, and determining what is working and what can be improved
  • Prioritizing which retention programs to cut and which to keep


Small Group Coaching Sessions

As part of this conference, you will have the opportunity to participate in a group coaching session with peers and an expert faculty member from like institutions. You will discuss your current retention plans, initiatives, and challenges to building a comprehensive approach.


Pre-Conference Workshop: Data for Retention and Student Success Professionals

This workshop is designed for non-IR professionals who want to learn techniques for asking research questions, collecting and analyzing data, and explaining and using the results.


Two Retention Programs, One Location

Developing a One-Stop Center for Advising, Retention, and Career Services will be held following this event in the same meeting space. Your institution can receive a $500 discount when you register for both events. If you are interested in doing so, please reach out to Mickey Fitch at or 720-988-1239.


Build Your Plan as a Team

This event is designed for higher education professionals and committees charged with improving retention or student success. This may include enrollment managers, student and academic affairs leaders, and assessment coordinators or committee members. Leadership and frontline staff alike will gain value from this conference. When you register two people, a third can attend for 50% off!

“Working on retention with our institutional team in a focused setting was extremely valuable. The staff was helpful with insights and questions to keep us on track.”
- Wendy Merb-Brown, Director of Learning Community Programs, Ohio University


October 16, 2017

Pre-Conference Workshop—Data Simplified: Working with Institutional Data for Retention Purposes

Continental Breakfast (included in workshop registration fee) and Registration for Pre-Conference Workshop Attendees
8:30 - 9:00 a.m.

Pre-Conference Workshop—Data Simplified: Working with Institutional Data for Retention Purposes
9:00 a.m. - 12:00 p.m.

Institutional research data is a powerful tool for understanding attrition, planning programs, and predicting enrollment. Student affairs and enrollment professionals are often “afraid” of data and struggle with understanding the information, using it effectively, and working with IR departments to ask the right questions.This workshop is designed for non-IR professionals who want to learn the basics of data analysis and are seeking ways to manage, extract, and explain results to campus leaders. You will learn techniques for:

  • Defining factors associated with retention
  • Recognizing patterns and correlations
  • Communicating with IR teams to effectively mine data

Lunch for Pre-Conference Attendees (included in workshop registration fee)
12:00 - 1:00 p.m.

Main Conference Registration

12:30 - 1:00 p.m.

Introductions and Setting the Stage for Retention: Defining a Comprehensive Approach
1:00 - 2:00 p.m.
This opening session will help you understand core components of a comprehensive approach to retention planning: data, programming, assessment, and buy-in. Faculty will share the steps they took at their campuses to embrace a comprehensive approach to retention.

Start at the Beginning: The Role of Admissions in the Comprehensive Plan
2:00 - 3:00 p.m.
Effective retention programming begins before freshman year. You need to understand the profile of the entering class before you create programming. During this session, you will review the admissions application data that is important to retention programming, including: demographics, academic preparation, financial aid eligibility, and other indicators of student success.

Afternoon Break
3:00 - 3:15 p.m.

Data, Programming, and Goal Setting
3:15 - 4:15 p.m.
Professionals charged with improving retention rates know that data is important; however, they often need guidance to understand patterns, tie data to programming goals, and set realistic goals for improvement. This session will help you understand what your data says about your institutional priorities and how you can begin the planning process and involve other stakeholders. You will review several case studies that provide examples of how to get started in isolating your institutional data patterns and begin the goal-setting process for optimal results.

Coaching Time
4:15 - 5:00 p.m.
During this time, you will have dedicated individualized coaching time with members of our speaker panel. Each faculty member will meet with similar institutions to discuss current retention plans, initiatives, and challenges to building a comprehensive approach.

Networking Reception (included in registration fee)
5:00 - 6:00 p.m.

October 17, 2017
Continental Breakfast (included in registration fee)
8:30 - 9:00 a.m.

Turning Data into Programs
9:00 - 10:45 a.m.
Now that you understand your retention patterns, your current programs, and your goals for improvement, you must begin selecting programming options that will serve your comprehensive plan. During this session, faculty will share examples of new programs they implemented based on their data analysis. You will then work to design retention programs that meet your unique institutional retention goals.

Morning Break
10:45 - 11:00 a.m.

Self-Audit of Programs
11:00 a.m. - 12:15 p.m.
This session will help you understand which programs you already have in place, which ones are working effectively, and which ones could be improved. You will begin working on a retention road map for your institution and will identify retention priorities based on enrollment goals, student data, attrition factors, and institutional resources.

Lunch (included in registration fee)
12:15 - 1:30 p.m.

Resource, Outsource, and Budgetary Considerations
1:30 - 2:30 p.m.
Not all institutions have the resources needed to impact specific retention rates. This session will feature a discussion of no-cost and low-cost strategies you can use to assist with assessment and programming efforts, as well as how best to make the case for additional resources you need.

Working Session: Crafting Your Plan (includes break)
2:30 - 4:00 p.m.
During this session, you will begin to work with your teams to craft an initial comprehensive retention plan. You will receive guided feedback from faculty on the feasibility of your planning models.

October 18, 2017
Continental Breakfast (included in registration fee)
8:30 - 9:00 a.m.

Knowing When and How to Eliminate Programs
9:00 - 10:30 a.m.
Successful retention programming requires constant monitoring of outcomes and the ability to make ongoing decisions about programs and resources. During this session, you will review techniques for revising and updating programs.

Morning Break
10:30 - 10:45 a.m.

Setting the Stage for Retention
10:45 - 11:45 a.m.
During this final session, you will hear from faculty about how to avoid the various challenges and pitfalls they faced while planning at their own institutions, as well as some concluding thoughts.

Final Q&A & Conference Wrap-Up
11:45 a.m. - 12:00 p.m.

October 16 - 18, 2017

Orange County, CA


Hyatt Regency Orange County
11999 Harbor Blvd.
Garden Grove, CA 92840

Room Rate: $189, plus applicable tax.
Room Block Dates: October 15, 16, and 17, 2017.
Available until September 25, 2017

Please book early - rooms are limited and subject to availability.


Reserve Your Room: Use the link below or call 714-750-1234. Please indicate that you are with the Academic Impressions group to receive the group rate.



W. Kent Barnds

Vice President of Enrollment, Communication, and Planning
Augustana College

Since his arrival at Augustana in 2005, Kent has overseen the largest enrollment in the college’s history. He oversees the offices of admissions, financial assistance, and marketing and serves a critical role on the comprehensive retention committee. In the summer of 2012, he served as acting president while the current president was on sabbatical.


Veronica Hipolito

Dean of Student Services
Coconino Community College

Veronica served on the leadership team which created the CCC2NAU program, a partnership between Northern Arizona University and Coconino Community College. This program was recognized with a 2012 Lee Noel and Randi Levitz Retention Excellence Award and the 2012 Outstanding Institutional Advising Program Award from National Academic Advising Association. She also led a cross-divisional team to secure a 1.2 million TRiO Student Support Services retention grant, the first for CCC.  Prior to CCC, Veronica worked at Northern Arizona University in the Student Housing and Greek Life programs.  Veronica has a masters of arts in counseling from Northern Arizona University and is currently pursuing a doctorate of education in higher education and organizational change with Benedictine University.

Bernadette Jungblut

Bernadette Jungblut

Associate Provost for Accreditation, Academic Planning, and Assessment
Central Washington University

Bernadette is responsible for leading strategic planning, regional accreditation, and the Division of Academic and Student Life outcomes assessment and program evaluation. She also assists faculty members, academic departments, and colleges with discipline-specific accreditation and new program planning, review, and implementation. She previously served as West Virginia University’s executive director for academic success initiatives and the first-year experience, and university assessment officer. At WVU, in addition to working on regional and specialized accreditation and outcomes assessment, she supported new student orientation, the first-year seminar, early alert and academic probation programming, and programs for freshmen who were conditionally admitted, exploratory, first in the family in college, lower income, and students of color. Jungblut also has experience with TRiO Student Support Services, the McNair Scholars Program, undergraduate research programs, and honors college programming.

Margot Saltonstall

Margot Saltonstall

Director of Analytics & Assessment for Enrollment Management & Student Affairs
Northern Arizona University

Margot earned her PhD in Educational Psychology and Master’s in Cultural Anthropology and has worked in K-12 and higher education assessment for over 20 years. Currently, she is the director of the Analytics and Assessment Office, overseeing assessment activities and analysis for departments in the division of Enrollment Management and Students Affairs (EMSA) at Northern Arizona University. In partnership with EMSA departments, the office conducts strategic analysis and meaningful assessment to positively impact student recruitment and enrollment, enhance the student experience, and improve student success.

Pre-Conference Workshop Only

$395 through Sept 29$495.00

Learn the basics of data analysis and ways to manage, extract, and explain results to leaders.

Main Conference Only

$1,295 through Sept 29$1,395.00


Develop a comprehensive retention plan based on data, mission, and resources.

Can't Attend? Buy the
Conference Binder

Purchase the conference binder, which includes all presentation slides, worksheets, action plans, and additional resources.

Note: Conference attendees do not need to purchase materials separately.

Questions About the Event?

Elizabeth Ross Hubbell

Elizabeth Hubbell
Program Manager, Academic Impressions

Please enter your name.
Please enter a message.