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Last Updated: May 13, 2024

Gale Presents: Excel Adult High School Onboarding Part One- Program Manager Dashboard

Duration: 30 Minutes
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Welcome to today's onboarding on

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the Gale Presents: Excel Adult High School

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program manager dashboard. My

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name is Allie Everett and I'm your senior customer

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success manager here at Gale. First

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off, we are so excited that you have decided

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to offer this life changing opportunity

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at your library. This program provides

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such incredible outcomes. A chance

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for adults to go back and get their high school

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diploma cost free 100%

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online through the library.

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Let's dive into today's training.

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The program manager dashboard is the central

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hub for managing the Excel Adult

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High School program also sometimes

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called the admin dashboard.

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This is where you'll be able to see applicants

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manage students pull reports,

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view student information, track

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student progress and much more

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for all staff who need access to the

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program manager. Dashboard, we first

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need to set everyone up with an admin account.

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So please make sure that we have this information

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on our end

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from there. All staff will receive

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an email confirmation that their account

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has been set up and this will

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come from [email protected].

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Please be sure to check your email

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and we also recommend checking your spam

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folder just in case

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once you're ready to log in, you'll

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go to admin.learnstage.com.

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We recommend bookmarking this site since

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you'll be using it frequently.

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And the first time you log in you'll need to do a

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two factor authentication.

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So first you'll enter in your account

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ID, which is exceled,

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all one word, all lower case.

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Then on the next screen, you'll enter

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your user name which follows

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a first name dot last name

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format

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and click, forgot password,

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check your email for the password reset

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email and make sure to check your spam

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folder as well. Just in case

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once you receive the password reset, email,

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click the link provided and reset your

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password,

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then log in with your user name

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and new password.

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After you log in, you will be prompted

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to enter a multi factor authentication

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or MFA code.

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Check your email again for the code

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and then enter it in the box and click

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verify.

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You can also check the box that says, remember

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this browser for the next 60 days.

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If you do not want to do this step regularly,

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which we recommend since it makes logging in a lot

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faster.

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Once you are logged in, you'll see

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your dashboard. And on this page, you have a couple

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of different places. You can go

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several quick links are available.

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But we recommend that you navigate to the account

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management tab. On the left hand side

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here is where you'll be able to see the four

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phases of the process from top to bottom.

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Step one applications,

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step two prereqs, step

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three scholarships and step

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four enrollments and graduates.

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The number next to each one of these sections

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will change depending on how many applicants

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or students you currently have in each area.

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So for example, in this screenshot here,

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I have zero applications, zero

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students in the prereq course, one

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student waiting for a seat, five

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students actively enrolled and

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three graduates,

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these numbers will change in real time.

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And if I click on the number, it will take

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me to a list of those specific applicants

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or students within that phase of the process.

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I'll dive into each one of these areas and

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what they mean a little later on

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the process works as a funnel system.

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So when you're thinking about reaching potential

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students,

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you really want to cast a wide net.

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Each phase of the process naturally

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weeds out candidates that might not

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make it all the way to graduation.

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Here's an example on this slide.

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So let's say that you've purchased five scholarships

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or seats. We use these terms interchangeably,

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you do a press release, promote excel

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in a blog post and have posted

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marketing materials throughout your locations

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and a total of 30 people apply

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of those 30. Let's say you accept

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25 applications. So

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maybe five don't fit the initial requirements

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and we'll talk a little bit more about that later. On

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25. Move on to the prereq

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life Skills course.

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Now, the life skills course is an abbreviated

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version of one of the courses taken through

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Excel and it consists of two

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chapters and two quizzes

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all in all. It only takes about an hour to

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complete. So not a huge time commitment,

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but it is an additional step for applicants

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to have to complete before being considered. For

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the program.

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Applicants have two weeks to complete

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the course with a 70% or higher

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and they have three attempts at each quiz.

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Typically, we see less than 50%

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of applicants complete the Prereq course.

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So let's say for example, that of the 25

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students you've accepted into the prereq

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10 pass it and 15

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either fail or don't complete it

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from there. The next step is the interview

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which we'll talk more about later,

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you interview 10 candidates and

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from this group, you choose five

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to assign your scholarships to,

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let's say the other five you've deemed unfit

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for the program,

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then five students move on to

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be enrolled for up to two years as they work

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toward obtaining their diploma,

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then of the five students, four graduate.

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So this illustrates how it took 30

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initial applicants to yield

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four graduates.

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Ultimately, all of these steps are in place

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to help you make the most out of your investment.

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And to ensure that candidates that are serious

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about graduating are the ones

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who enroll in the first place.

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So let's talk about applications. Step

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one, if someone has submitted

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an initial application,

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that means that they've found your Excel

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re recruitment site and

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through that site, they have created

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an account and submitted an application.

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The number next to application decision

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will change depending on how many applications

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are waiting to be either accepted

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or denied.

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There's no expiration for these applications

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and they will sit in this phase until you

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make a decision regarding their application.

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As a best practice, we recommend that you

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log in at least a few times per week

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to process any new applications that

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you have come in

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so that applicants aren't waiting too long

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for a decision.

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Any applications you deny will

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appear in denied applications

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and you'll have full access to them.

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Once you click on application decision,

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you'll be able to view all pending applications

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waiting for your decision.

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When considering an applicant click,

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go next to their name,

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click program details

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and here you'll be able to see the answers

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to their application questions.

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The questions will be customized depending

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on the information you initially submitted

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to us at Gale. And if you need

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to make any changes or add any questions,

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feel free to reach out to us,

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the questions will read. Are you a resident

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of whatever your service area

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is? Are you blank

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years of age or older? Usually

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18 or 21.

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What's the last grade of formal education

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you successfully completed?

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And do you have a library card in good standing?

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If not, are you willing to get one

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given this information, you're going to make

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a decision about whether to proceed with

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their application

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and move them on to the prereq course

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or whether you'd like to deny their application.

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Now, every library is different.

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We know some libraries that are flexible

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in terms of their service area whereas

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other libraries really want all applicants

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to live within their service area.

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Some libraries want to accept patrons

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only, whereas others don't mind

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opening it up to non patrons as well.

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So it's really up to you to do

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what you want with this information. But

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just know that these are the questions the applicant

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will be required to answer.

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If you have any additional questions for the

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applicant, you'll also have their phone

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number and email so you can reach out directly

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to them. Many libraries

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take this as an opportunity to grow their patron

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count.

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If you decide to proceed with non patrons,

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once you've decided on the applicant, you'll

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change their status in the top right hand

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corner, your options at this point are

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either prerequisite which would

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be moving them forward and assigning them the

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prerequisite life skills course or

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canceled which will deny their application.

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All applicants will receive an automatic

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email confirmation regarding

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your decision either way

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and you'll be blind, copied on that email

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as well

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to learn more about the emails deployed

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throughout the program. Please see the

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video on automatic emails

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on the gale support site.

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After you change an applicant status

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to prereq, then their name will automatically

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be moved from applications

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to prereqs in progress. Step

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two on the console.

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They will have 14 days to complete

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the life skills course with a 70%

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or higher. But like I mentioned earlier,

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the course only takes about an hour.

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Applicants who fail the course or

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who don't complete it altogether

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will automatically appear and failed.

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There's really nothing you need to do while the

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applicant is in this phase,

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it's up to them to log in and complete

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the course to prove that they are serious about

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the program.

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If you'd like to track their progress, you

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can navigate to the courses tab in

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the student's profile, which is the same

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place you'll go to track students enrolled

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in courses later on too.

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At this point, the only course listed

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will be the prereq course

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pending means that the student has not

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yet accepted the course while

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in progress means that they have started on

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it. On the right hand

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side, you'll be able to dive into their quiz grades.

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All courses operate the same

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way as

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a best practice. We recommend not

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reaching out to applicants during the prereq

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phase unless they request help.

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Typically, we find that applicants who need

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several reminders or some hand holding

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during this process are not successful

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in the program. And we really want this

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prereq to showcase the applicant's self

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motivation

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every night. Around midnight, students

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who have passed the prereq are automatically

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moved to the next part of the process. Part

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three scholarships,

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applicants will receive an email confirming

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that they've completed the prereq and

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you'll be blind, copied on it as well.

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Step three is the interview

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we've heard from many program managers

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that they really enjoy the interview process.

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It gives you a chance to get to know people

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in your community hear about their past

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their motivation moving forward and oftentimes

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their stories are very compelling,

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properly, vetting applicants during

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this interview process is vital.

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Consider some of the questions here.

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Do they sound excited about this opportunity?

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Do they sound nervous or apprehensive?

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Does it sound like they'll have the time to commit to

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the program

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as the best practice, we recommend students commit

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8 to 10 hours per week once enrolled,

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which is about 3 to 5 quizzes per

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week. On average,

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everyone is busy jobs, kids

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life, but you do want to make sure

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that the candidate will be able to carve out

[00:12:12.798]
time to chip away on their coursework.

[00:12:15.639]
The self paced aspect makes this convenient

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for the student.

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It could look like two hours per night after

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their kids go to bed or it could look like

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eight hours on a Saturday if they're busy

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Monday through Friday,

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some libraries even have candidates fill

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out a time management chart during the interview

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or write a short essay on why they'd like

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to enroll.

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Technology is often a hurdle for some

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learners. So you'll want to ask how

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comfortable they are with technology.

[00:12:43.840]
Do they have a plan for when times get

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tough?

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Two years is a long time and a lot

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can happen. Do they have child care?

[00:12:51.710]
What happens if they quit their job? If

[00:12:53.830]
they get sick,

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you'll want to make sure that they are set

[00:12:57.349]
on graduating

[00:12:58.700]
and that they have a support system in place.

[00:13:01.729]
And finally, what are their goals? Do they want

[00:13:03.808]
to obtain their diploma to get a promotion,

[00:13:06.330]
a higher paying job? Do they want to

[00:13:08.349]
go to college or further their education

[00:13:10.379]
after high school?

[00:13:12.139]
We have some retired students

[00:13:14.219]
who have always had it on their bucket list.

[00:13:16.678]
So ask about those details what they're

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hoping to achieve with their high school diploma

[00:13:20.759]
in hand

[00:13:22.119]
for a list of sample interview questions

[00:13:24.178]
and an optional commitment pledge. Please

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visit the gale support site

[00:13:30.769]
and then finally, step four is

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enrolling a student or assigning a seat.

[00:13:35.729]
You'll view the student's profile, change

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their status to enrolled and that's it.

[00:13:40.298]
They now have a scholarship.

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They'll receive an automatic welcome email

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with next steps on how to access their coursework.

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If you decide that an applicant will not

[00:13:50.009]
be given a scholarship at this point, please

[00:13:52.099]
change their status to locked.

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This will help keep your dashboard clean.

[00:13:57.469]
And if you decide at a later date that you'd like

[00:13:59.619]
to grant them a seat, you will still be able

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to access their account.

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Once you assign a student a scholarship,

[00:14:06.440]
they can get started on their classes as

[00:14:08.460]
early as that same day

[00:14:14.109]
during the 1st 30 days of their enrollment,

[00:14:16.460]
students are in their probationary period.

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Students can be dropped within

[00:14:21.418]
the probationary period and the scholarship

[00:14:24.009]
will be granted back to you automatically

[00:14:26.320]
for you to use for another student.

[00:14:28.678]
After 30 days that scholarship

[00:14:31.279]
belongs to the student and it's

[00:14:33.379]
consumed.

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We recommend closely monitoring students

[00:14:37.639]
progress during this time. Consider

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having a standard students have to complete

[00:14:42.658]
and make sure to tell them about your expectations

[00:14:44.989]
during the interview.

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We recommend one full course.

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It's easy to track on the back end under

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courses.

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The student will receive an email five

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days prior to their probationary

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period deadline.

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If you choose to drop a student, you can

[00:15:00.379]
change their status to dropped

[00:15:05.719]
after you assign a scholarship to a student.

[00:15:07.989]
They'll receive a welcome email with video tutorials

[00:15:10.590]
on program tips along with the login

[00:15:12.859]
guide. They'll also be prompted

[00:15:15.009]
to transfer in their transcript

[00:15:18.009]
as the best practice. We recommend

[00:15:20.080]
that students log in and get started on

[00:15:22.099]
their courses. ASAP, no

[00:15:24.320]
need to wait on their transcript to transfer.

[00:15:26.879]
In the

[00:15:30.729]
first six courses are environmental

[00:15:33.418]
science, health and fitness, math

[00:15:35.779]
models and applications, media,

[00:15:37.960]
arts, public speaking and us,

[00:15:40.158]
government

[00:15:41.298]
and they're all automatically loaded to

[00:15:43.658]
the students dashboard,

[00:15:45.678]
regardless of the number of transferred

[00:15:47.830]
credits, a student is able to transfer

[00:15:50.090]
in from their previous high school experience.

[00:15:52.668]
All students must complete a minimum

[00:15:55.279]
of 5.5 credits

[00:15:57.469]
in the following subject areas.

[00:15:59.639]
One English, one math, one science,

[00:16:02.129]
one social studies and two electives.

[00:16:09.168]
Once a student has made it past

[00:16:11.178]
their 1st 30 days, their scholarship

[00:16:13.700]
is consumed and is unable to be credited

[00:16:16.000]
back to your dashboard.

[00:16:17.788]
All students have two years to complete

[00:16:20.038]
their coursework and graduate from the date

[00:16:22.080]
you assign them a scholarship

[00:16:24.479]
within the dashboard. There are a few places

[00:16:26.619]
you can go to track student progress

[00:16:28.629]
during their enrollment.

[00:16:30.418]
First off enrollment details

[00:16:32.599]
will show you their two year deadline

[00:16:35.500]
if they've transferred a transcript in

[00:16:38.009]
and you can actually download the transcript

[00:16:40.269]
as well.

[00:16:41.719]
Excel accepts transcripts from high

[00:16:43.759]
schools task high set

[00:16:45.989]
or past sections of the GED.

[00:16:48.678]
Students are able to transfer in

[00:16:50.729]
a maximum of 16 credits

[00:16:53.109]
and applying previous credits to their Excel

[00:16:55.389]
coursework shortens the path to graduation

[00:16:57.918]
and it's also a great motivator

[00:16:59.969]
as well.

[00:17:01.548]
LDA stands for last date

[00:17:03.609]
of activity.

[00:17:04.769]
This will show you the last date that the student

[00:17:07.088]
logged in. So if it was yesterday, great,

[00:17:09.900]
three weeks ago, and that's a red

[00:17:12.000]
flag on the courses tab,

[00:17:14.539]
you can dive into their current upcoming

[00:17:17.368]
and completed courses, GPA

[00:17:20.430]
program progress and quiz

[00:17:22.588]
and test grades as well as

[00:17:25.029]
a best practice. We recommend setting a calendar

[00:17:27.390]
reminder to check in with students at least

[00:17:29.640]
once a month to see how everything is going

[00:17:32.160]
and to help, provide assistance or

[00:17:34.289]
motivation if they need it.

[00:17:39.568]
Excel offers a wide array of elective

[00:17:41.759]
courses and they continue to update

[00:17:43.969]
and add new elective courses each year.

[00:17:46.779]
If a student would like to cater their curriculum

[00:17:49.019]
to fit their interests or perhaps their

[00:17:51.029]
future education and career plans,

[00:17:53.279]
they can contact an Excel success

[00:17:55.459]
coach to help swap out elective

[00:17:57.598]
courses.

[00:18:02.689]
The typical format for an Excel course

[00:18:05.039]
is a chapter or module followed

[00:18:07.239]
by a quiz

[00:18:08.689]
as the best practice for your students. We recommend

[00:18:11.039]
completing 3 to 5 quizzes per week

[00:18:13.559]
to stay on track to graduate on time.

[00:18:16.519]
Students can access correct and

[00:18:18.729]
incorrect answers immediately after

[00:18:20.989]
submitting their exam.

[00:18:22.838]
They also have three attempts for quizzes

[00:18:25.390]
and two attempts for midterms and finals.

[00:18:28.430]
All quizzes, midterms and finals

[00:18:30.818]
are multiple choice

[00:18:33.209]
study guides are provided and students are

[00:18:35.318]
allowed to use notes for all quizzes

[00:18:37.539]
and exams

[00:18:39.098]
to receive credit. Students must score

[00:18:41.170]
60% or higher on

[00:18:43.289]
everything quizzes. Finals and their

[00:18:45.380]
overall course grade

[00:18:50.150]
Excel is a program created for adults

[00:18:52.380]
and it's designed to be completely self paced

[00:18:55.160]
because of this. During the interview, you'll

[00:18:57.338]
want to ensure that the students enrolling

[00:18:59.368]
are self motivated and have the drive

[00:19:01.469]
to complete the program.

[00:19:03.269]
They have up to two years to graduate.

[00:19:05.779]
But we have seen students graduate in as little

[00:19:07.969]
as a few months depending on their pacing

[00:19:10.430]
and the number of credits they can transfer

[00:19:12.509]
in which really shortens the path to

[00:19:14.549]
graduation.

[00:19:15.969]
The average time to graduate is about seven

[00:19:18.068]
months.

[00:19:19.410]
Jody Alama and Nancy Hoff are the success

[00:19:21.890]
coaches at Excel that work directly with students

[00:19:24.239]
and also with library staff. So feel

[00:19:26.608]
free to reach out directly to them with any questions

[00:19:28.959]
regarding students and also feel

[00:19:31.150]
free to share their phone number with your students who

[00:19:33.309]
are welcome to call or text them directly

[00:19:35.439]
as well.

[00:19:41.039]
Excel offers a number of built

[00:19:43.078]
in support pieces and these are available

[00:19:45.269]
for students free of cost but

[00:19:47.430]
might be especially helpful for your neurodivergent

[00:19:50.219]
students, English language learners

[00:19:52.229]
and perhaps students who had IEPs in high

[00:19:54.318]
school. The first is train

[00:19:56.410]
the brain tutoring a 24 7

[00:19:58.469]
online tutoring service.

[00:20:00.689]
Students can register and sign up

[00:20:02.779]
for tutoring directly from their canvas account.

[00:20:05.380]
No need to fail a quiz or

[00:20:07.519]
a course to qualify Excel

[00:20:09.650]
takes the proactive approach and

[00:20:11.680]
allows up to three free sessions

[00:20:13.959]
per week.

[00:20:15.328]
Students can select their tutors based

[00:20:17.519]
on pre-recorded sessions and

[00:20:19.598]
they can record their tutoring session to refer

[00:20:21.959]
back on in the future.

[00:20:24.489]
Immersive reader is the language translation

[00:20:26.809]
tool available with an Excel coursework.

[00:20:29.689]
It reads course material aloud

[00:20:31.848]
and translates text into over 100

[00:20:34.289]
and 40 different languages.

[00:20:36.680]
Students can also use immersive reader

[00:20:38.930]
during quizzes and exams

[00:20:41.269]
that being said students will need

[00:20:43.500]
to complete several essays in English.

[00:20:45.640]
In order to pass their English courses.

[00:20:49.108]
The writing lab is available via their

[00:20:51.279]
campus account. This is where students can

[00:20:53.309]
submit an essay to receive feedback

[00:20:55.598]
on their writing samples.

[00:20:58.068]
Students can always email their instructors

[00:21:00.858]
directly through their canvas account

[00:21:02.939]
and the turnaround time is usually about

[00:21:05.309]
24 to 48 hours depending on the

[00:21:07.400]
instructor

[00:21:09.118]
and finally, excel success coaches

[00:21:11.338]
are there for support. They're there

[00:21:13.348]
to motivate students along the way to cheer

[00:21:15.608]
them on answer any questions.

[00:21:17.930]
Accommodate special case scenarios

[00:21:20.469]
and much more.

[00:21:22.170]
Please encourage your students to take advantage

[00:21:24.559]
of some of the free support pieces offered

[00:21:26.920]
by Excel

[00:21:30.939]
graduation. This is the fun part.

[00:21:33.539]
Once a student has fulfilled all of

[00:21:35.588]
their course requirements, they will receive a confirmation

[00:21:38.318]
email from Excel, then their

[00:21:40.358]
diploma and a leather bound cover will be shipped

[00:21:42.699]
directly to their address on file and

[00:21:44.900]
shipping info will be included in an email

[00:21:47.299]
so they can track the arrival of their diploma.

[00:21:50.920]
If a student doesn't have housing, we recommend

[00:21:53.368]
that they use the library's address.

[00:21:55.650]
Just keep in mind that once they graduate,

[00:21:57.989]
you'll be receiving that diploma at your

[00:22:00.108]
location.

[00:22:05.630]
Once you have a few graduates, feel

[00:22:07.959]
free to celebrate your graduates by hosting

[00:22:10.318]
a graduation ceremony. What

[00:22:12.368]
better way to celebrate this monumental milestone

[00:22:15.969]
perhaps invite the foundation, friends

[00:22:18.459]
of the library, library board,

[00:22:20.769]
staff, city officials, the

[00:22:22.939]
state librarian and of course friends

[00:22:25.160]
and family of your graduates serve

[00:22:27.559]
refreshments, take photos, designate

[00:22:30.059]
a keynote speaker and most importantly

[00:22:32.439]
celebrate

[00:22:34.088]
many libraries also take this opportunity

[00:22:36.318]
to promote Excel and to grow their program.

[00:22:39.049]
So perhaps consider doing a graduation

[00:22:41.519]
press release, including it in a newsletter

[00:22:44.189]
or blog, having media coverage.

[00:22:47.469]
For more ideas on graduation

[00:22:49.559]
based specifics. Please see our graduation

[00:22:52.039]
ceremony checklist on the gale

[00:22:54.180]
support site.

[00:22:58.549]
I won't read these graduate testimonies, word

[00:23:00.670]
for word, but I did want to show a few of the quotes

[00:23:02.979]
from Excel graduates. As you can see,

[00:23:05.098]
graduates are not only proud of themselves

[00:23:07.299]
once they have reached the finish line as they

[00:23:09.380]
should be,

[00:23:10.368]
but they also credit the Excel success

[00:23:12.489]
coaches but easy to navigate coursework

[00:23:14.828]
and overall, they rave about the program.

[00:23:17.229]
They've worked hard, they've graduated and

[00:23:19.318]
now all of their hard work will pay off for

[00:23:21.420]
the rest of their life in countless ways.

[00:23:24.098]
We hope that your students

[00:23:25.618]
and eventually graduates also

[00:23:27.729]
have equally positive experiences

[00:23:29.739]
with Excel

[00:23:32.959]
library program managers call Excel

[00:23:35.390]
well designed one of the most

[00:23:37.430]
impactful resources and

[00:23:39.509]
an incredible investment

[00:23:41.680]
in 2023 and 2024. Excel

[00:23:44.150]
won the platinum level Modern Library

[00:23:46.160]
Award

[00:23:47.189]
on this slide. You can read a few testimonies

[00:23:49.279]
from program managers and we hope that

[00:23:51.309]
you also find that the Gale Presents: Excel

[00:23:53.328]
Adult High School program is easy to

[00:23:55.449]
manage rewarding and ultimately

[00:23:58.118]
a program that removes barriers and provides

[00:24:00.400]
tangible outcomes

[00:24:04.019]
know that you are not alone as you launch

[00:24:06.598]
Excel, we are here to help support

[00:24:08.939]
you. I'm Allie Everett, your

[00:24:10.949]
senior customer success manager. There's

[00:24:13.269]
my phone number and email. Kim Martin

[00:24:15.479]
is our senior marketing manager and she

[00:24:17.598]
creates all of the press release templates,

[00:24:20.118]
email templates, blog posts, social

[00:24:22.239]
media campaigns and more all available

[00:24:24.670]
on our gale support site.

[00:24:26.279]
Her job is to provide you with all

[00:24:28.420]
of the ready made resources. You need to

[00:24:30.439]
help spread the word

[00:24:32.459]
Casey Anderson is our product manager

[00:24:34.729]
and she works behind the scenes to make sure that

[00:24:36.809]
the Excel platform is running smoothly

[00:24:39.029]
and that all of the features and functions available

[00:24:41.439]
in the interface are working properly.

[00:24:43.838]
Please feel free to reach out to any of us at

[00:24:45.930]
any time with any questions at all.

[00:24:48.959]
Support.gale.com/products/ehs

[00:24:53.199]
is where you'll find all of our training and marketing

[00:24:55.519]
materials for Excel. This is our gale

[00:24:57.670]
support site.

[00:24:59.000]
So please explore this site

[00:25:01.009]
and utilize anything that looks helpful to you.

[00:25:04.160]
Thank you for watching this onboarding and

[00:25:06.229]
please tune into part two of our training

[00:25:08.568]
session which includes marketing and program

[00:25:10.578]
promotion.

[00:25:11.549]
Again. We thank you for making this investment

[00:25:14.029]
and for all of the work you're doing to help

[00:25:16.059]
improve the lives of individuals

[00:25:18.449]
in your community.
© 2024 Gale, part of Cengage Group