Event Planning & Training

Planning

All visits, both in-person and virtual, are coordinated with the Office of Undergraduate Admissions (OUA) and centralized through our CRM, Slate.

Visit planning occurs three times throughout the admissions cycle.

Fall Visits

• For prospective undergraduate students
• June/July is when OUA reaches out to units to finalize plans
• Units are required to share all visit plans in our fall planning spreadsheet

Spring Visits

• For prospective and admitted undergraduate students
• October/November is when OUA reaches out to units to finalize plans
• Units are required to share all visit plans in our spring planning spreadsheet

Summer Visits

• For prospective undergraduate students
• March/April is when OUA reaches out to units to finalize plans
• Units are required to share all visit plans in our summer planning spreadsheet

Training

Enrollment Management has created the following training materials to assist you with entering your events into Slate, since all prospective student events are required to be set up within the CRM system. If you have questions related to the training, please contact us.

• College Slate Event Training (documentation)
• College Slate Special Event Training (documentation)
• College Slate Event Training (video)