Marketing Unit Dashboard
Click on a section of any chart to filter the data in the table below. You can also view recently completed initiatives.
| Owner: Home Team Name | Portfolio Name | Name | Description | Percent Complete | Alignment | Status |
|---|---|---|---|---|---|---|
| CRM | Extension - All Units | Contact Data Management Training | Overview to clarify what customer data is utilized in Salesforce to manage customer preferences. This will outline the roles for the marketing unit, technology platforms, and individuals and the role they have in managing and updating customer contact data and preferences. This will provide a better understanding of what is automated through technology and the options available to educators, faculty and staff to manually manage data and the path to success for more accurate customer data for marketing purposes. | 99.84 | 66.74 | In Progress |
| CRM | Extension - All Units | Online Course Object Access and Reporting | Plan and execution of first wave of educators to have access to Online Courses | 99.45 | 48.86 | Idea |
| Creative Services | Extension - All Units | Strategy & Implementation: Template Portal and Asset Package | Identify and partner with a template vendor to configure an online portal for populating and printing assets identified as part of a marketing and advertising strategy. | 97.37 | 67.08 | In Progress |
| CRM | Extension - All Units | Salesforce Required Release Updates - Case Email Workflow | In the next Salesforce release in June 2024, there are multiple required manual updates by a system administrator to the case and email composer modules. This impacts but not limited to enabling Lighting Email Editor, switching Ref ID tagging on email to case threading. | 96.52 | 49.92 | In Progress |
| Marketing Specialists – Extension | Extension - All Units | Extension Survey Strategy - Online Courses | Strategy for a consistent, Extension-wide method for surveying participants at the conclusion of online courses and for measuring impact 3 to 6 months post-online course. | 96.35 | 67.54 | In Progress |
| Marketing Specialists – Extension | Extension - All Units | Commercial AOI Cleanup | Cleanup commercial AOIs to reduce the amount of non-commercial participants in commercial events. | 95.42 | 44.12 | In Progress |
| Web | Extension - All Units | Extension LMS Usability Testing | Gather baseline usability of current learning management system, Open edX, as well as a round of testing using alternate design approaches. Goal is to understand current roadblocks and frustrations for learners, and compare the experience to potential new solutions. | 94.86 | 29.4 | In Progress |
| Marketing Specialists – Extension | Extension | 4-H Youth Development: Base Unit Activity | 4-H Experience Survey Strategy and Implementation | Identify a survey strategy that outlines the most effective way to measure 4-H experiences from both members and volunteers. The strategy will identify surveys that need to be developed; as well as how and when they will be executed and reviewed. | 94.51 | 47.54 | In Progress |
| CRM | Extension - All Units | Extension Performance Reporting and Quarterly Report - Strategy | Create standardized reporting and analysis of Extension business/performance for unit and organization leadership. Project is to establish a framework to present analytics to Extension leadership quarterly. | 93.05 | 57.66 | In Progress |
| Marketing Specialists – Extension | Extension | Water Quality & Quantity | PDP - Water Quality and Quantity - 2024 | The PDP is a strategic grogram planning process consisting of four phases: Phase 1—Topic Identification; Phase 2—Product and Evaluation Planning; Phase 3—Marketing Plan Development, Product Launch, and Evaluation Plan Execution; and Phase 4—Product Analysis and Improvement. The goal is to ensure that the program team develops and delivers high-quality, relevant, and impactful educational programs, products, and services through a variety of formats consistent with the organization’s vision. | 91.53 | 100.0 | In Progress |
| Marketing Specialists – Extension | Extension | Grape and Enology | PDP - Grape and Enology - 2021 | The PDP is a strategic grogram planning process consisting of four phases: Phase 1—Topic Identification; Phase 2—Product and Evaluation Planning; Phase 3—Marketing Plan Development, Product Launch, and Evaluation Plan Execution; and Phase 4—Product Analysis and Improvement. The goal is to ensure that the program team develops and delivers high-quality, relevant, and impactful educational programs, products, and services through a variety of formats consistent with the organization’s vision. | 90.59 | 100.0 | In Progress |
| CRM | Extension - All Units | Salesforce Activity 2024 - Bug Fixes and Enhancements | Continuing from a 2022 engagement with Attain Partners to upgrade the Participant and Contact Activity data collection forms through resolving identified bug fixes and feature enhancements. | 89.48 | 37.26 | Idea |
| Customer Service | Extension - All Units | Customer Service Knowledge Base | Create an information structure and delivery system for a collection of customer knowledge base articles that focus on increasing the response times of customer service through serving answers to frequently accessed questions for the Extension website. | 83.99 | 59.06 | Idea |
| Digital Marketing and Analytics | Administrative Work | Amplify Social Media Advocacy Program | Amplify is an app that we purchased as part of our Hootsuite package. Amplify will allow us to leverage the power of selected advocates to amplify our brand's reach and impact on social media. Advocates are given tools and resources to easily share branded content, updates, and messages on their personal social media profiles. The program involves the use of a specialized advocacy platform that aggregates relevant content, tracks advocate engagement, and measures the impact of advocacy efforts. | 81.48 | 56.72 | On Deck |
| Project Management | Department | Marketing | Training Materials - Workfront | Identify and create new trainings. Materials should be added to the calendar with descriptions and a clean recorded version. | 80.8 | 50.06 | On Deck |
| Web | Department | Marketing | Intranet Content Strategy | Strategy to organize internal resources, news, and events, and provide a communication portal for all employees of the college. | 80.16 | 41.46 | Idea |
| Marketing Specialists – Extension | Extension | Master Gardener | PDP - Master Gardener - 2021 | The PDP is a strategic grogram planning process consisting of four phases: Phase 1—Topic Identification; Phase 2—Product and Evaluation Planning; Phase 3—Marketing Plan Development, Product Launch, and Evaluation Plan Execution; and Phase 4—Product Analysis and Improvement. The goal is to ensure that the program team develops and delivers high-quality, relevant, and impactful educational programs, products, and services through a variety of formats consistent with the organization’s vision. | 77.94 | 100.0 | In Progress |
| Marketing Specialists – Extension | Extension - All Units | Asset Package Implementation | Identify marketing packages for individual events offered multiple times throughout the year. This also includes identifying criteria for determining asset packages and the process for developing the packages. | 77.76 | 67.08 | In Progress |
| Web | Extension - All Units | AI chat tool for Extension website | Leverage AI tools to implement a chat service on the Extension website where customers can get answers to their questions in real time. AI tool is trained using our own trusted educational content. | 77.48 | 59.06 | On Deck |
| Marketing Specialists – Extension | Extension | Vector-Borne Diseases | PDP - Vector-Borne Disease - 2021 | The PDP is a strategic grogram planning process consisting of four phases: Phase 1—Topic Identification; Phase 2—Product and Evaluation Planning; Phase 3—Marketing Plan Development, Product Launch, and Evaluation Plan Execution; and Phase 4—Product Analysis and Improvement. The goal is to ensure that the program team develops and delivers high-quality, relevant, and impactful educational programs, products, and services through a variety of formats consistent with the organization’s vision. | 74.15 | 100.0 | Planning |
| CRM | Extension - All Units | Strategy: Customer Accounts | Determine how we will tie together individual accounts from various platforms, and what we want the online experience to be when a person can manage everything from a single login/dashboard. | 72.25 | 80.6 | Idea |
| Creative Services | Department | Marketing | University Brand Review Process | In compliance with newly updated review guidelines, the U.Ed. system for publication oversight will be retired and replaced by the University Brand Review (UBR) system. | 71.27 | 60.72 | In Progress |
| CRM | Extension - All Units | New vs Returning Customers and Customer Lifetime Value Reporting Strategy | A request was made to track and measure new vs returning customers for a workshop, but additional discussions will be needed to determine the levels in which we want to determine if they are new or returning (e.g. bought a specific product type, bought from a specific program team, bought within a specific timeframe). This project would build the automated framework that can be used for future reports. This information can be used to segment audience for welcoming/re-welcoming campaigns. | 67.31 | 65.34 | In Progress |
| CRM | Extension - All Units | Salesforce User Experience Review -- Discovery | Overall Project for Salesforce Customer Experience. Evaluating, documenting. improving, surveying, streamlining user experiences for all groups. | 67.26 | 49.86 | Idea |
| Digital Marketing and Analytics | Extension - All Units | Opt-in Progressive Profile Strategy | Strategy for gathering customer data. This will allow Extension to engage customers digitally or during their time on our website to further develop their profiles in Salesforce. | 66.5 | 59.94 | Idea |
| Digital Marketing and Analytics | Extension - All Units | OLC Student Email Journey Refresh 2024 | Review strategy and content of current journey from April 2020, assess effectiveness and relevance, and update as needed. | 65.83 | 59.4 | In Progress |
| Marketing Specialists – Extension | Extension | Dairy Profitability & Sustainability | PDP - Dairy - 2024 | The PDP is a strategic grogram planning process consisting of four phases: Phase 1—Topic Identification; Phase 2—Product and Evaluation Planning; Phase 3—Marketing Plan Development, Product Launch, and Evaluation Plan Execution; and Phase 4—Product Analysis and Improvement. The goal is to ensure that the program team develops and delivers high-quality, relevant, and impactful educational programs, products, and services through a variety of formats consistent with the organization’s vision. | 62.37 | 100.0 | In Progress |
| Marketing Specialists – Extension | Extension | Energy | PDP - Energy - 2021 | The PDP is a strategic grogram planning process consisting of four phases: Phase 1—Topic Identification; Phase 2—Product and Evaluation Planning; Phase 3—Marketing Plan Development, Product Launch, and Evaluation Plan Execution; and Phase 4—Product Analysis and Improvement. The goal is to ensure that the program team develops and delivers high-quality, relevant, and impactful educational programs, products, and services through a variety of formats consistent with the organization’s vision. | 62.37 | 100.0 | In Progress |
| Project Management | Extension - All Units | Strategy & Implementation: Event and Marketing Workflow in Workfront | Explore the ability to migrate both event request forms and audience request forms to Workfront and outline potential workflow within the Workfront system. | 62.33 | 50.66 | In Progress |
| CRM | Extension - All Units | Extension Program Team Adoption Engagement - Test Strategy | The development of a strategy for a few week engagement with a selected program team. The program team leader and key members of the team will participate in multiple sessions to engagement to build a relationship, refine documentation, present training opportunities, and increase Salesforce adoption. | 55.0 | 38.46 | Idea |
| Marketing Specialists – Extension | Extension | Industrial Food Safety & Quality | PDP - Industrial Food Safety and Quality - 2021 | The PDP is a strategic grogram planning process consisting of four phases: Phase 1—Topic Identification; Phase 2—Product and Evaluation Planning; Phase 3—Marketing Plan Development, Product Launch, and Evaluation Plan Execution; and Phase 4—Product Analysis and Improvement. The goal is to ensure that the program team develops and delivers high-quality, relevant, and impactful educational programs, products, and services through a variety of formats consistent with the organization’s vision. | 51.54 | 100.0 | Planning |
| Marketing Specialists – Extension | Extension | Urban Forestry | PDP - Urban Forestry - 2024 | The PDP is a strategic grogram planning process consisting of four phases: Phase 1—Topic Identification; Phase 2—Product and Evaluation Planning; Phase 3—Marketing Plan Development, Product Launch, and Evaluation Plan Execution; and Phase 4—Product Analysis and Improvement. The goal is to ensure that the program team develops and delivers high-quality, relevant, and impactful educational programs, products, and services through a variety of formats consistent with the organization’s vision. | 48.52 | 92.2 | In Progress |
| Cvent | Department | Marketing | Training Materials - Events | Identify and create new trainings to support successful event management practices and experiences. On-demand recordings will be published to Inside Ag Sciences list training sessions offered for easy access to faculty and staff. | 45.79 | 50.06 | Planning |
| CRM | Extension - All Units | Update ADP Experience in Salesforce | Provide a more analytical focused experience specific to the needs of each Extension ADP. Upon logging in to Salesforce an ADP will be defaulted to an important Extension Dashboard regarding the performance of their unit. Additional dashboards will be then be accessible through top-level navigation. Contextual help regarding each dashboard will be available in a sidebar component. | 44.6 | 51.86 | Idea |
| Creative Services | Extension - All Units | Extension Brand Guide Production | Create an extension brand guide in Plone that will be used for reference and guidance by the MarComm team and as a source of answers about brand guidelines for educators, faculty and administration. https://edit.agsci.psu.edu/brand/extension | 42.83 | 42.12 | In Progress |
| Leadership | Department | Marketing | Job Role Documentation | Continue building on the day-to-day marketing responsibility matrix, which outlines marketing responsibilities by role to ensure team members have clear understanding of responsibilities. Final output will be the continued expansion of the responsibilities matrix as an internal resource for marketing unit staff. | 42.7 | 54.66 | Idea |
| Marketing Specialists – Extension | Extension | 4-H Youth Development: Base Unit Activity | 4-H Story Strategy | This strategy will outline 4-H's approach to identifying and sharing stories and experiences from those involved in the 4-H program. The stories will include experiences and testimonials from current members, parents, volunteers, alumni. The strategy will outline how and when these stories will be collected, leveraged, and shared more broadly. | 42.55 | 41.6 | In Progress |
| Marketing Specialists – Extension | Extension - All Units | Product Calculators | Develop product calculators for each Extension product type, which would provide cost estimates and to assist the pricing of products and potential return on profit/loss projections. | 42.52 | 52.26 | Idea |
| CRM | Extension | 4-H Youth Development: Base Unit Activity | Extension Youth Event Registration Strategy | With the launch of the 4-H youth enrollment platform of Zsuite in the fall of 2020, Zsuite has the ability to manage and list simple events within the system. This project is to identify opportunities for youth events to be listed within Zsuite and provide SOP for zsuite vs. Cvent events. | 41.29 | 68.54 | Planning |
| Marketing Specialists – Extension | Extension | Forestry and Wildlife | PDP - Forestry and Wildlife - 2024 | The PDP is a strategic grogram planning process consisting of four phases: Phase 1—Topic Identification; Phase 2—Product and Evaluation Planning; Phase 3—Marketing Plan Development, Product Launch, and Evaluation Plan Execution; and Phase 4—Product Analysis and Improvement. The goal is to ensure that the program team develops and delivers high-quality, relevant, and impactful educational programs, products, and services through a variety of formats consistent with the organization’s vision. | 38.19 | 92.2 | In Progress |
| Marketing Specialists – Extension | Extension | Health and Wellness | PDP - Health and Wellness - 2024 | The PDP is a strategic grogram planning process consisting of four phases: Phase 1—Topic Identification; Phase 2—Product and Evaluation Planning; Phase 3—Marketing Plan Development, Product Launch, and Evaluation Plan Execution; and Phase 4—Product Analysis and Improvement. The goal is to ensure that the program team develops and delivers high-quality, relevant, and impactful educational programs, products, and services through a variety of formats consistent with the organization’s vision. | 37.55 | 100.0 | In Progress |
| Digital Marketing and Analytics | Extension - All Units | County Social Media Implementation | This project will outline a plan and approach for the execution of the 4-H social media strategy, developed in conjunction with Tierney Agency in 2021. The implementation will include an outline and timeline for identifying roles for social management, identifying pages to be created or retired, the rollout for training social media contributors, etc. | 36.36 | 75.46 | Idea |
| Marketing Specialists – Extension | Extension - All Units | Customer Journey - Online Course Long Term and Short Term Impact Survey | Email notifications sent to online course registrant after a designated amount of time set on the online course record to send a unique survey that will measure short- and long-term impact. | 32.03 | 52.26 | In Progress |
| Marketing Specialists – Non-Extension | Academic Unit | Undergraduate Education | Prospect Journey Mapping and RFI Optimization Strategy | Map the prospective student journey (email, print, SMS, event, etc.), identify deliverables, and initiate related projects as needed. Define and implement a strategy to optimize the integral RFI experience to support increased submissions to the prospective student database. | 31.72 | 66.74 | In Progress |
| Marketing Specialists – Extension | Extension | 4-H Youth Development: Base Unit Activity | PDP - 4-H - 2024 | The PDP is a strategic grogram planning process consisting of four phases: Phase 1—Topic Identification; Phase 2—Product and Evaluation Planning; Phase 3—Marketing Plan Development, Product Launch, and Evaluation Plan Execution; and Phase 4—Product Analysis and Improvement. The goal is to ensure that the program team develops and delivers high-quality, relevant, and impactful educational programs, products, and services through a variety of formats consistent with the organization’s vision. | 30.29 | 100.0 | In Progress |
| CRM | Extension | 4-H Youth Development: Base Unit Activity | 4-H Lead Generation - Marketing Enrollments | Updating existing process of the Qualtrics lead generation form located on the Join 4-H page to connect to Salesforce to upsert a contact, marketing enrollment and add respective AOIs. | 29.88 | 47.54 | Planning |
| Marketing Specialists – Extension | Extension | Green Industry | PDP - Green Industry Team - 2024 | The PDP is a strategic grogram planning process consisting of four phases: Phase 1—Topic Identification; Phase 2—Product and Evaluation Planning; Phase 3—Marketing Plan Development, Product Launch, and Evaluation Plan Execution; and Phase 4—Product Analysis and Improvement. The goal is to ensure that the program team develops and delivers high-quality, relevant, and impactful educational programs, products, and services through a variety of formats consistent with the organization’s vision. | 29.84 | 100.0 | In Progress |
| Digital Marketing and Analytics | Extension - All Units | 4-H Social Media Implementation | This project will outline a plan and approach for the execution of the 4-H social media strategy, developed in conjunction with Tierney Agency in 2021. The implementation will include an outline and timeline for identifying roles for social management, identifying pages to be created or retired, the rollout for training social media contributors, etc. | 29.27 | 75.46 | Idea |
| Leadership | Department | Marketing | Marketing and Digital Education Unit Communications Strategy | Refine and expand communications strategy to ensure internal partners (staff, educations, faculty, leadership, etc.) receive the necessary information from our unit regarding unit purpose, roles, successes, training, updates/changes, how-to, and more. Also identify the implementation plan and the role of all team members in the successful ongoing implementation. | 25.85 | 65.86 | In Progress |
| Marketing Specialists – Extension | Extension - All Units | Minority and Underrepresented Agency/Organization Communications Strategy | Develop a strategy to ensure underrepresented agencies and organizations are receiving updates on programming and opportunities for members of their organizations and the communities they serve. | 23.64 | 46.4 | Idea |
| Web | Extension - All Units | Extension Bundling and Subscription Strategy | The College of Agricultural Sciences is seeking to enhance the ecommerce website for Penn State Extension (extension.psu.edu) to allow an individual to purchase and gain access to numerous online courses and/or events within a designated library, or specific learning track, after one transaction. After the transaction, the individual who made the purchase would be able to assign staff or organization members/volunteers to the courses and/or events. An updated dashboard would allow for ease of management and provide clear updates on progress and completions. | 23.3 | 70.46 | Planning |
| Web | Extension - All Units | Copy of Extension Bundling and Subscription Strategy FOR TESTING | The College of Agricultural Sciences is seeking to enhance the ecommerce website for Penn State Extension (extension.psu.edu) to allow an individual to purchase and gain access to numerous online courses and/or events within a designated library, or specific learning track, after one transaction. After the transaction, the individual who made the purchase would be able to assign staff or organization members/volunteers to the courses and/or events. An updated dashboard would allow for ease of management and provide clear updates on progress and completions. | 23.3 | 71.37 | Idea |
| Marketing Specialists – Non-Extension | Academic Unit | College - Other | Non-Extension Email Newsletter Strategy | Develop strategy to equip department and college units with an email newsletter solution that supports streamlined processes, effective communications, efficient use of resources, reporting, and as appropriate, scalability. | 22.81 | 57.52 | Planning |
| Marketing Specialists – Extension | Extension | Livestock Profitability & Sustainability | PDP - Livestock - 2024 | The PDP is a strategic grogram planning process consisting of four phases: Phase 1—Topic Identification; Phase 2—Product and Evaluation Planning; Phase 3—Marketing Plan Development, Product Launch, and Evaluation Plan Execution; and Phase 4—Product Analysis and Improvement. The goal is to ensure that the program team develops and delivers high-quality, relevant, and impactful educational programs, products, and services through a variety of formats consistent with the organization’s vision. | 21.68 | 100.0 | In Progress |
| CRM | Extension | 4-H Youth Development: Base Unit Activity | 4-H Enrollment Software Migration Phase II | This project is for phase II of the zSuite system migration. Included in this project will be routine system maintenance and troubleshooting requests. Includes Email Marketing Service (Mailjet), Single sign-on, free events, and learning management system scoping and rollout. | 21.57 | 57.68 | Idea |
| Marketing Specialists – Extension | Extension - All Units | PDP Lite Workflow Development | Develop the workflow, intake method, and research process for assessing product proposals submitted by program team members during a time when their team is not engaged in the PDP research or product planning phases. This process will be used to approve or deny product development. | 18.55 | 64.94 | On Deck |
| CRM | Extension - All Units | Third Party Contact Management / Lead Sourcing Strategy | Identifying opportunities to acquire leads through third party entities such as PDA, alumni, or other list management organizations. This process will centralize these partnership efforts through Ag Communications to preserve and enforce any restrictions on list usage. This will also allow Ag Communications to control the data integrity from the lead source to be upserted to our system. Other considerations will be the import procedure, record retention, and list renewal processes. | 17.86 | 64.94 | Idea |
| CRM | Extension - All Units | SKU / Publication Strategy | Reviewing requirements for transitioning Not-for-Sale print assets to be stored in Salesforce. Typically these are one-off projects. May require SKU keeping and updating IDs on assets. | 17.8 | 39.12 | Idea |
| Marketing Specialists – Extension | Extension | Master Watershed Steward | PDP - Master Watershed Stewards - 2024 | The PDP is a strategic grogram planning process consisting of four phases: Phase 1—Topic Identification; Phase 2—Product and Evaluation Planning; Phase 3—Marketing Plan Development, Product Launch, and Evaluation Plan Execution; and Phase 4—Product Analysis and Improvement. The goal is to ensure that the program team develops and delivers high-quality, relevant, and impactful educational programs, products, and services through a variety of formats consistent with the organization’s vision. | 17.37 | 92.2 | In Progress |
| Creative Services | Creamery | Creamery Brand Guide | A guide to the visual identity for the Berkey Creamery will provide guidance to marketing communications and vendors for properly and consistently branding print and digital products. | 17.02 | 28.92 | In Progress |
| Creative Services | Department | Marketing | Accessibility and Alternative Format Processes | 15.27 | 75.4 | In Progress | |
| Marketing Specialists – Extension | Extension | Tree Fruit | PDP - Tree Fruit - 2024 | The PDP is a strategic grogram planning process consisting of four phases: Phase 1—Topic Identification; Phase 2—Product and Evaluation Planning; Phase 3—Marketing Plan Development, Product Launch, and Evaluation Plan Execution; and Phase 4—Product Analysis and Improvement. The goal is to ensure that the program team develops and delivers high-quality, relevant, and impactful educational programs, products, and services through a variety of formats consistent with the organization’s vision. | 14.21 | 92.2 | In Progress |
| Marketing Specialists – Extension | Extension - All Units | PDP Product Portfolio Strategy | With the program development process (PDP), define and implement product portfolio strategies and training focused on the development of customer segment and persona-based portfolios. This will result in portfolios that provide a more enhanced and relevant set of products to customer along a broader learning journey, which will increase marketing opportunities and long-term customer engagement. | 13.61 | 65.52 | On Deck |
| Marketing Specialists – Extension | Extension | Family Well-Being | PDP - Family Well-being - 2024 | The PDP is a strategic grogram planning process consisting of four phases: Phase 1—Topic Identification; Phase 2—Product and Evaluation Planning; Phase 3—Marketing Plan Development, Product Launch, and Evaluation Plan Execution; and Phase 4—Product Analysis and Improvement. The goal is to ensure that the program team develops and delivers high-quality, relevant, and impactful educational programs, products, and services through a variety of formats consistent with the organization’s vision. | 13.11 | 92.2 | In Progress |
| Web | Extension - All Units | Registration Platform Strategy and Implementation | Evaluate our requirements for event registration and management. Determine a solution that will meet the majority of our needs long-term, keeping in mind the University's strategic plan for a one-stop online experience. | 12.9 | 79.28 | Idea |
| Marketing Specialists – Extension | Extension | Retail, Food Service, & Consumer Food Safety | PDP - Retail, Food Service, and Consumer Food Safety - 2024 | PDP for Retail FSQ | 12.8 | 100.0 | In Progress |
| Marketing Specialists – Extension | Extension | New & Beginning Farmers | PDP - New and Beginning Farmer - 2024 | The PDP is a strategic grogram planning process consisting of four phases: Phase 1—Topic Identification; Phase 2—Product and Evaluation Planning; Phase 3—Marketing Plan Development, Product Launch, and Evaluation Plan Execution; and Phase 4—Product Analysis and Improvement. The goal is to ensure that the program team develops and delivers high-quality, relevant, and impactful educational programs, products, and services through a variety of formats consistent with the organization’s vision. | 12.57 | 100.0 | In Progress |
| Marketing Specialists – Extension | Extension | Vegetable, Small Fruit, and Pollinator | PDP - Vegetable, Small Fruit, and Pollinators - 2024 | This template outlines the entire PDP process. | 12.18 | 100.0 | In Progress |
| CRM | Extension - All Units | Single-event Invitation Implementation for Marketing Cloud | Migrating Cvent event marketing emails to be sent from Salesforce Marketing Cloud, so all email campaigns, metrics, and management can occur from a single email marketing platform. This will allow for better management of opt-in/opt-out policy, branding standardization, and stronger visibility of messaging for overlapping audiences. | 11.7 | 65.88 | In Progress |
| Digital Marketing and Analytics | Extension | 4-H Youth Development: Base Unit Activity | 4-H Dashboard | Develop a dashboard solution for the 4-H team to view and track data from Qualtrics, Zsuite, and other possible sources. | 8.51 | 53.66 | In Progress |
| Marketing Specialists – Non-Extension | Academic Unit | Undergraduate Education | Priority Program Recruitment and Marketing Plans: Majors 1-5 | Develop and implement niche recruitment and marketing strategies for 3-5 priority program(s) confirmed by college leadership. Conduct market research, develop audience personas, define and execute tactics, measure results, and provide analyses. | 8.13 | 50.8 | In Progress |
| Cvent | Department | Marketing | Short Course Office Cvent Migration | Work with the Office of Conferences and Short Courses to utilize the Extension Cvent account for event registration sites. The project will include the development of SOPs, templates, user account setup, plan for execution, and implementation. | 7.74 | 46.46 | Idea |
| Creative Services | Academic Unit | College - Other | College Brand Guide Production | 7.19 | 28.92 | Planning | |
| Web | Extension | Master Gardener | Master Gardener Website Restructure | Update the website's Information Architecture (IA) and supporting content to meet the program's goals and reach the intended audience. Goal is to centralize common information used by the counties, remove outdated content, and improve primary calls to action for volunteers. | 6.45 | 31.52 | Idea |
| CRM | Extension - All Units | Publication Workflow Automation | Automating the publication Reprint/Revision and review processes in Salesforce. | 1.85 | 42.66 | On Deck |
| Project Management | Department | Marketing | Marketing & Digital Ed Annual Report - 2024 | This project tracks the strategy and implementation of the 2024 annual report for Marcomm and Digital Ed. | 0.86 | 45.4 | On Deck |
| Marketing Specialists – Extension | Extension | Mushroom | PDP - Mushroom - 2024 | This template outlines the entire PDP process. | 0.16 | 100.0 | In Progress |
| CRM | Extension | 4-H Youth Development: Base Unit Activity | 4-H Documentation and Training Materials Update - 2023 | Updating various documentation and training materials for members, volunteers, and staff. This includes updating training guides and updating the repository of resources. | 0.0 | 49.14 | Planning |
| Leadership | Department | Marketing | College Arrivals & Departures | Evaluate the current arrival and departure processes to see if there can be more automation and/or consistency in the communication and workflow to ensure various groups within the college are receiving alerts in a timely manner. | 0.0 | 45.06 | Idea |
| CRM | Extension - All Units | Salesforce Automatic Contact Activity | Automating contact activity for participant activity where possible - requires adjustments to the way we collect speakers and sessions. | 0.0 | 52.4 | Idea |
| CRM | Extension - All Units | Implement Marketing Cloud Einstein Product Recommendations (Predictive Intelligence) | Marketing Cloud can leverage AI technology to deliver product recommendations to customers. Product recommendation widgets can be displayed both on the website and Marketing Cloud emails for cross-selling/cross-promotional opportunities. | 0.0 | 67.86 | Planning |
| Marketing Specialists – Extension | Extension - All Units | Extension Partnership Strategy - 2024 | Strategy to approach organization and business partnerships to open revenue generation opportunities for Extension products. | 0.0 | 79.12 | On Deck |
| CRM | Extension - All Units | Salesforce Marketing Cloud Subscriber Cleanup | A project that was identified as part of the Huron engagement, we will need to create an automated job that compares subscribers from Salesforce Sales Cloud to Salesforce Marketing Cloud. Duplication can occur when contacts on the Sales Cloud side are merged and the subscriber's record id changes, resulting in a new duplicate in Marketing Cloud. Marketing Cloud charges per 1000 subscribers. An excessive amount of duplicates can increase the overall cost of the contract. | 0.0 | 55.86 | Planning |
| CRM | Extension - All Units | Standardize Product Development Process (PDP) Reports | Standardizing a list of product, customer, and activity related reports that will be generated on-demand for strategists and team marketing coordinators during a Product Development Process (PDP) engagement. The goal is to significantly reduce the amount of time to generate common report requests which may take days or weeks to fulfill. | 0.0 | 47.46 | On Deck |
| Leadership | Department | Digital Education | Non-Credit Hybrid Event Strategy and Criteria | Develop a strategy for when hybrid learning is applicable, the criteria for delivering hybrid learning experiences, and the necessary tools and resources to support educators delivering these experiences. | 0.0 | 57.26 | Planning |
| Digital Marketing and Analytics | Administrative Work | AgSci-MC | College Social Media Implementation | Using the Tierney playbook as a guide, we will lay out a strategy and implementation plan to organize and optimize social media pages/accounts related to the College of Ag Sci. This will include an outline and timeline for launching new social channels (if needed), identifying roles for social management, identifying pages to be created or retired, the rollout for training social media contributors, etc. | 0.0 | 59.06 | Planning |
| Web | Extension - All Units | Strategy: Spanish Products | Define and implement a strategy that will outline how and when our products get translated to Spanish as well as how our Spanish products will appear on our website and be marketed accordingly. | 0.0 | 67.54 | Idea |
| Web | Extension - All Units | Promotional pricing display on product pages | Our e-commerce websites for Penn State Extension and Berkey Creamery need improved treatment for promotional price display. Currently only one price can show, however, we'd like to have treatment that allows the original and sale price to be visible. This will show customers the original value of a product while clearly indicating the promotion/sale to encourage conversion. | 0.0 | 41.4 | Planning |
| Web | Creamery | Creamery: Ability to upload orders in bulk to Magento | The Creamery e-commerce team is seeking a solution to upload large orders to Adobe Commerce Cloud (Magento) for processing through their normal fulfillment systems. This would significantly reduce time and effort to manually add orders individually, and make it easy for businesses and organizations to place a large order for multiple recipients. | 0.0 | 37.46 | Idea |
| CRM | Extension - All Units | Customer Service - Phone Case Salesforce Call Scripting | Creating a workflow process to capture phone cases for Customer Service in Salesforce, while providing the CSR data collection questions. This is to preserve case history of a customer, and to capture follow-up actions if a case has not been resolved, opt customers into email marketing if they aren't already, and other common actions. | 0.0 | 63.54 | On Deck |
| CRM | Extension - All Units | Exiting/Deceased Educator - Salesforce Automations | After completing the Deceased Customer SOP, additional requirements were identified that pertains specifically to terminating access for deceased employees from marketing and store access given our PSU employee data structure (one User Record, one Contact). This project aims to consolidate all actions including removing from marketing, locking accounts, cancel upcoming registrations, and any additional actions. Updating the contact record status will then update system stakeholders with a list of actions to complete (ownership transfer). | 0.0 | 63.54 | Idea |
| Web | Extension - All Units | Display a customer's completed online course and certificate link | When a customer's length of access to an online course has expired, their history is no longer shown in their account dashboard. We need to continue to show a customer's completed courses with a link to their certificate so they can clearly see the history. The goal is to reduce a customer mistakenly registering for the same course, and also to reduce inquiries to customer service for accessing a certificate of completion. | 0.0 | 39.12 | Planning |
| CRM | Extension - All Units | Customer Service - Salesforce Service Console Lightning Upgrade | Upgrading the Service Console to use Lightning and Lightning components. | 0.0 | 34.86 | On Deck |
| Cvent | Department | Marketing | Cvent Wait-list in Salesforce | Explore Cvent event waitlist feature and potential integration with Salesforce to include active updating of adding and removing invitees, enabling and disabling features, and invitee status changes. Determine benefits to implementing. | 0.0 | 53.46 | Planning |
| CRM | Extension - All Units | Bi-Directional Syncing Solution | 0.0 | 35.52 | Idea | |
| Cvent | Department | Marketing | Private Goods Documentation | Create documentation to define private goods and methods available to process client/participant details. Establish a process to import Private Good client/participant details into the registration platform. | 0.0 | 35.52 | Planning |
| CRM | Extension - All Units | Educators Email Registrants | Educators to be able to email registrants with updates and info. This would require an ESP service and custom development to send within Salesforce. | 0.0 | 37.92 | Idea |
| Marketing Specialists – Extension | Extension - All Units | Brand Marketing Campaign for Extension | Brand marketing campaign for Extension. This will include messaging as well as tactics for execution. | 0.0 | 82.48 | Idea |
| CRM | Extension - All Units | Salesforce Account And Contact Archival - Strategy | Creating a complex data retention policy and re-engagement strategy for 730,000+ Contacts and 790,000+ Accounts within Salesforce. | 0.0 | 63.54 | Planning |
| Marketing Specialists – Extension | Extension | 4-H Youth Development: Base Unit Activity | 4-H Alumni Engagement Strategy | This strategy will outline how 4-H can best leverage and manage alumni with a goal of supporting the development of the 4-H program. Areas of focus include alumni recruitment as volunteers and donors. | 0.0 | 39.8 | Idea |
| Marketing Specialists – Non-Extension | Academic Unit | College - Other | College Web Content Review Cycle Strategy | Establish a review cycle for key content on the college website (i.e. Academics, Admissions, Journeys, etc.). Content owners would be responsible for reviewing their web pages on a cyclical basis, i.e. every 1-2 years. This ensures web content is kept accurate and relevant. | 0.0 | 49.12 | Planning |
| CRM | Extension | 4-H Youth Development: Base Unit Activity | 4-H Non-member Management and Email Solution | 4h email strategy currently capturing for existing members and volunteers but not leads, need record, revisit 4H email strategy from platform standpoint | 0.0 | 50.0 | Idea |
| Marketing Specialists – Non-Extension | Academic Unit | Undergraduate Education | Core Suite of Marketing and Event Assets for Student Recruitment | Develop next generation of core assets for use by college and department recruiters. Includes viewbook, majors flyers, slide decks, event signage and collateral, college planning guide, and more. | 0.0 | 59.2 | Planning |
| CRM | Extension | 4-H Youth Development: Base Unit Activity | 4-H/Zsuite Performance Dashboard | Zsuite does not have the ability to pull analytics into an overview dashboard. Metrics are currently pulled manually by the Zsuite state administrator upon request. There are also some products (publications) that have performance metrics available in Salesforce. 4-H had 4hdata.com when we partnered with 4hOnline. While a request to Zsuite has been submitted, it is not on their current roadmap. An alternative, interim solution may need to be built. This would need to include both existing program data and legacy data from 4hOnline. | 0.0 | 46.46 | Idea |
| CRM | Extension - All Units | Civil Rights Demographic Changes - Strategy | The University has recently made significant changes to Policy AD84 by adding additional gender roles for learners and constituents to self-identify. This change has significant impacts on our data collection forms (paper and digital) and the way we aggregate the data for reporting. A strategy project will need to identify all the work and changes needing to be done and set a timeline for execution. | 0.0 | 50.66 | Idea |
| Leadership | Department | Marketing | Extension Credential/Badge Strategy | Evaluate the university microcredential strategy and roadmap along with the needs of Penn State Extension to implement a badging partner solution (e.g. Credly). Solution would integrate with Salesforce and assist with the tracking, management, and marketing of badges and certificates received for in-person and online programs. | 0.0 | 72.4 | Planning |
| Marketing Specialists – Extension | Extension - All Units | County Fair Event Strategy | Strategy for future County Fairs - this focuses heavily on brand strategy and will define marketing, sponsorships, booth strategy, etc. | 0.0 | 39.72 | Idea |
| Customer Service | Extension - All Units | County Publication Review Process | Create and document a strategy to handle county managed publications. | 0.0 | 43.32 | Idea |
| Web | Creamery | Creamery Inventory Integration | Integrate retail and ecommerce systems to have a single source of product inventory, eliminating the significant human resources it takes to manually maintain. | 0.0 | 46.46 | Idea |
| CRM | Extension - All Units | Salesforce Platform API Versions 21.0-30.0 Retirement | Salesforce API versions 21-30 are slated for retirement. This project will evaluate, archive, and update several areas that touch these APIs include apex, lightning components, triggers, Jitterbit, and integration projects. | 0.0 | 35.4 | On Deck |
| CRM | Extension - All Units | CRM County Report Charts (Chart.js) | Updating Penn State Extension County Account pages to include dynamic charting to bypass restrictions of dashboards. This uses custom Javascript plugin to apply custom timeframes. | 0.0 | 51.86 | Idea |
| Web | Extension - All Units | Cvent Orders Data to Magento | Sync a customer's Cvent event registration details to their corresponding website account in Magento. This allows for a single customer account dashboard where a person can view all of their Extension purchases, registrations, digital downloads, and communication preferences in one place. | 0.0 | 54.2 | Idea |
| CRM | Extension - All Units | Salesforce Hyperforce Upgrade | Salesforce is shifting to a new infrastructure on the backend-side to increase performance in select areas. In order to take advantage of this performance upgrade, admins must prepare by performing numerous tasks including but not limited to security (ip domain whitelisting), DKIM email setup, marketing cloud endpoint management, and removing domain instances from code. | 0.0 | 47.46 | Planning |
| Marketing Specialists – Extension | Department | Marketing | Extension Certificate Plan | Determine a strategy for certificate levels and criteria, along with record-keeping, issuing and administration, for Extension online courses, webinars, and in-person events. | 0.0 | 59.06 | Idea |
| CRM | Extension - All Units | Salesforce Lightning Upgrade Campaign Layout and Direct Mail Process | Salesforce Campaigns is one of the last pieces of functionality that needs to be upgraded from Visualforce to the new standard "Lightning." This project also evaluates the direct mail process for Extension county offices that do local print marketing for events and other promotions. This project is dependent upon process changes impacted by "Supercharge" strategy. | 0.0 | 52.74 | Planning |
| Project Management | Extension - All Units | Extension Project Number Audit | Our product records in Plone need to be reviewed to confirm the correct program team is assigned so that is correctly syncs with product records in Salesforce, where the Extension Project Number is assigned for financial purposes. This initiative will require collaboration across Cvent, Digital Ed, Marketing, and Extension educators and content owners to do an audit and cleanup of existing values. We'll also need to create SOPs and draft a communication plan to formally roll out the new use of the field in Plone and outline expectations to ensure proper reporting. | 0.0 | 37.92 | Idea |
| Leadership | Department | Marketing | Extension Sponsorship Model & Process | Develop sponsorship strategy and model for programs, which includes in-person and digital products. The includes includes definition of advertising vs. sponsorship, role of development, policies, and processes to ensure sponsorship activities are streamlined and provide a positive return on investment. | 0.0 | 55.32 | Idea |
| Marketing Specialists – Extension | Extension - All Units | Extension Survey Strategy - Webinars | Strategy for a consistent, Extension-wide method for surveying participants at the conclusion of webinars and for measuring impact 3 to 6 months post-webinar. | 0.0 | 61.74 | Idea |
| Marketing Specialists – Extension | Extension - All Units | Extension Survey Strategy - Workshops | Strategy for a consistent, Extension-wide method for surveying participants at the conclusion of workshops and for measuring impact 3 to 6 months post-event. This includes a plan for workshops and conferences. | 0.0 | 61.74 | Idea |
| Web | Extension - All Units | Grant-Funded Activity Reporting | Define requirements and create a structure for reporting all activity taking place under a grant. | 0.0 | 39.12 | Idea |
| Web | Extension - All Units | Integrate Publication orders from Cvent to Magento | There is an increasing amount of events that offer a publication as an add-on or included in registration fees. These publication orders need to sync to Magento for a seamless fulfillment process. | 0.0 | 65.48 | Idea |
| Marketing Specialists – Non-Extension | Academic Unit | Undergraduate Education | Yield and Melt Strategy and Implementation | Phase two of a comprehensive strategy to impact the conversion of students from accepted to enrolled status, and enrolled to persisting into the start of the semester. Includes optimizing interactions along the student journey and supporting both college-wide and department-specific efforts. | 0.0 | 79.66 | Planning |
| CRM | Extension - All Units | Lead Management Strategy for Members and Volunteers | Create an application with Salesforce for lead capture of members and volunteers of specific programs. The lead capture process would need to route to an individual or a queue to for an agent to engage with the lead through conversion. Programs being reviewed are 4-H, Master Gardener, Master Watershed Steward | 0.0 | 62.06 | Idea |
| Leadership | Department | Marketing | Non-College of Ag Non-Credit Online Course Strategy | Strategy to support non-College of Ag Sciences units that want to deliver non-credit courses through the Penn State Extension eco-system. This includes support for course development, as well as developing on online experience that supports the unique marketing and registration requirements for external units. | 0.0 | 42.6 | Idea |
| Cvent | Department | Marketing | On-Site Registration Plan | Evaluating the needs and potential solutions to include technology to improve the efficiency of the on-site event registration process. | 0.0 | 65.88 | Idea |
| CRM | Extension - All Units | Participant Activity Paper Forms (Standard and Youth Data) | Specific groups require paper forms when performing events to be entered in multiple systems or will have a delegated administrator enter that information on behalf of the event leader. This may happen if the event leader is a volunteer. Specific groups that this impacts are Food Families and Health and 4-H. | 0.0 | 34.26 | Idea |
| Marketing Specialists – Extension | Extension | Equine | PDP - Equine - 2024 | The PDP is a strategic grogram planning process consisting of four phases: Phase 1—Topic Identification; Phase 2—Product and Evaluation Planning; Phase 3—Marketing Plan Development, Product Launch, and Evaluation Plan Execution; and Phase 4—Product Analysis and Improvement. The goal is to ensure that the program team develops and delivers high-quality, relevant, and impactful educational programs, products, and services through a variety of formats consistent with the organization’s vision. | 0.0 | 100.0 | Idea |
| Marketing Specialists – Extension | Extension | Food Safety Modernization Act | PDP - FSMA - 2024 | The PDP is a strategic grogram planning process consisting of four phases: Phase 1—Topic Identification; Phase 2—Product and Evaluation Planning; Phase 3—Marketing Plan Development, Product Launch, and Evaluation Plan Execution; and Phase 4—Product Analysis and Improvement. The goal is to ensure that the program team develops and delivers high-quality, relevant, and impactful educational programs, products, and services through a variety of formats consistent with the organization’s vision. | 0.0 | 100.0 | Idea |
| Marketing Specialists – Extension | Extension | Poultry Profitability & Sustainability | PDP - Poultry - 2024 | The PDP is a strategic grogram planning process consisting of four phases: Phase 1—Topic Identification; Phase 2—Product and Evaluation Planning; Phase 3—Marketing Plan Development, Product Launch, and Evaluation Plan Execution; and Phase 4—Product Analysis and Improvement. The goal is to ensure that the program team develops and delivers high-quality, relevant, and impactful educational programs, products, and services through a variety of formats consistent with the organization’s vision. | 0.0 | 100.0 | Idea |
| Marketing Specialists – Extension | Extension - All Units | Personalized Marketing Journeys | Strategy that will allow Extension to make product recommendations based on users previous experience with Extension products and area of the website. This type of product positioning automation will help to support the customer experience and engagement. | 0.0 | 68.52 | Idea |
| CRM | Extension - All Units | Post-Customer Support Survey | Automated survey to measure customer support service. | 0.0 | 16.92 | Idea |
| Cvent | Department | Marketing | Registration Data Collection & Optimization | Strategy for capturing registration data to meet event management and planner reporting needs | 0.0 | 61.26 | Idea |
| Leadership | Extension - All Units | Review/Change Adult Gender Response Options | 0.0 | 52.8 | Idea | |
| CRM | Extension - All Units | Salesforce Activity Data Quality Plan | Maintaining data integrity of all entered activities through various sources (Manual, import, integration). Includes de-duplication and data entry values. | 0.0 | 54.6 | Idea |
| CRM | Extension - All Units | Salesforce Campaign Architecture Strategy | Automating Salesforce campaign nomenclature, how we track workflow rules that automate naming conventions of campaign name, overall campaign hierarchy | 0.0 | 37.92 | Idea |
| CRM | Extension - All Units | Salesforce CRM and Marketing Cloud Rentention Policy - Strategy | We have several years of data in Salesforce, almost a decade imported from Cvent. Salesforce has limited data storage and we need to pay for additional coverage. We need to establish a long-term data retention policy with archival and retrieval processes. | 0.0 | 49.26 | Idea |
| CRM | Extension - All Units | Salesforce/Customer Service Phone Integration | Connecting Salesforce with VOIP telephony system for easier customer lookup and softphone prompts | 0.0 | 28.86 | Idea |
| CRM | Extension - All Units | Salesforce Customer Support Chat (Live Agent) | Real-time interactive text chat client for customer support to engage directly with customers | 0.0 | 42.72 | Idea |
| CRM | Extension - All Units | Salesforce Publication Version Tracking Strategy | Tracking revisions, versions, and stock for publications and guides in Salesforce. | 0.0 | 40.32 | Idea |
| CRM | Extension - All Units | Salesforce User Experience Review -- User Enhancements | Project 3 of 3 around user experience. Goal is to take data and interviews in Project 2 (Salesforce User Experience Review -- User Groups, Surveys and Feedback) and make improvements we outline in that project to the SF system. | 0.0 | 49.86 | Idea |
| CRM | Extension - All Units | Salesforce User Experience Review -- User Groups, Surveys and Feedback | Project 2 of 3 around user experience. Goal is to work with the groups outlined to collect information on their experiences, document, and begin along the road towards ideas to customize and improve their use of Salesforce. | 0.0 | 49.86 | Idea |
| CRM | Extension - All Units | Salesforce Workshop Lightning Mobile Layout | Updating the Lightning Page Layouts to provide high-level workshop information on a mobile or table. | 0.0 | 39.12 | Idea |
| Cvent | Department | Marketing | Save-the-Date Strategy | Explore Save-the-Date options in Cvent and develop a plan to execute emails before event creation and launch. | 0.0 | 53.46 | Idea |
| Digital Marketing and Analytics | Extension - All Units | SMS Communication Strategy | Strategy to implement text message based marketing efforts into Extension marketing campaigns. This includes appropriate use cases, requirements and workflow. | 0.0 | 68.72 | Idea |
| Web | Extension - All Units | Spanish Language Preference Center | Create a Spanish language preference center, which provides a fully Spanish experience for Spanish-speaking customers. This would include modifications to the areas of interest, industries, other opt-ins, and calls to action | 0.0 | 60.8 | Idea |
| Web | Extension - All Units | Strategy: Business Accounts | Define needs for having a Business account structure to support organizations managing a team of individuals. Consider the online experience for the owner/manager of the business, as well as marketing opportunities to this audience. | 0.0 | 62.54 | Idea |
| CRM | Extension - All Units | Strategy for Handling Tax-Exempt Customers | Need a public custom form that customers would submit with an approval process for Customer Service to approve Tax-exempt customers. This does not happen frequently, so we would not need to have an integration update the customer's contact record. | 0.0 | 24.06 | Idea |
| CRM | Extension - All Units | Strategy for Non-Extension Publication Fulfillment | Develop a strategy and system to manage, track, and distribute non-Extension publications in Salesforce, which includes utilizing the warehouse (NPC) for inventory, warehousing and fulfillment. Potential users would include academic units, creamery, OUE, etc. | 0.0 | 44.52 | Idea |
| CRM | Extension - All Units | Workshop Group Cleanup | There are archived events that do not have workshop groups and other events where the workshop group is not standardized such as private events. | 0.0 | 39.12 | Idea |
| CRM | Extension - All Units | Salesforce Marketing Calendars | Comprehensive calendar of scheduled marketing sends across (email/ direct mail) | 0.0 | 52.26 | Idea |
| CRM | Extension - All Units | Salesforce Chart.JS Update | Chart.JS uses Salesforce API version 39. Salesforce is depreciating API versions 30-40, forcing us to update, or risk dyanmic charts breaking. | 0.0 | 39.12 | Idea |
| CRM | Extension | Master Watershed Steward | Volunteer Portal: Master Well Owner Configuration, Setup, and Onboarding | The Master Well Owner Network, which is now part of the Master Watershed Steward program, needs a system to manage volunteer hours and volunteer opportunities. This requires configuration to setup the group at a statewide level, volunteer hour reporting metrics, and training sessions. | 0.0 | 42.54 | On Deck |
| CRM | Extension - All Units | Volunteer Portal - Awards and Badges | The College has secured the module "Awards and Badges" for the Hands On Connect platform. This will allow automated accolades to be sent through an approval path to a county administrator before distributed to a volunteer for predefined accomplishments such as volunteer hour milestones in their lifetime and the number of years within the program. | 0.0 | 28.92 | Planning |
| Cvent | Department | Marketing | Tracking Event Participants & No-Shows and Standard Protocols | Develop a strategy to track event participants and no-shows. Determine if tracking will occur automatically or managed manually; and in which platform the participant tracking will occur. | 0.0 | 42.72 | Idea |
| CRM | Extension - All Units | Contact Layout update - Customer Service | Depreciate the use of Actions on the "Contact Record Page - CSR" Lightning record page. This improves editability and Page Layout maintenance. This update will mimic the updates made in Contact Record Page 2.0 (The updated Educator Contact Page Layout) | 0.0 | Idea | |
| CRM | Extension - All Units | Salesforce Cases - Customer Collaboration and Routing to Ag Comm | Training and onboarding additional units to work collaborativly on Cases. | 0.0 | 47.46 | Idea |
| Web | Extension - All Units | Digital Publication Strategy | Determine strategy for when and how to best offer our publications in digital format to customers. | 0.0 | 57.54 | Planning |
| Web | Extension - All Units | Display event format on the Extension product page | Clearly show on the product page and listings the event format, such as In-Person, Virtual Live, Virtual On-Demand, and Hybrid to match what is currently shown on the Cvent registration site. The goal is to alleviate confusion for customers when choosing whether or not to attend an event. This will reduce cancellations when a customer realizes an event is in-person when they thought it was online. | 0.0 | 41.4 | On Deck |
| CRM | Extension - All Units | Penn State Extension Expertise Search | Implementing a solution for how Penn State Extension staff and educators can search for experts with specific skillsets within the organization. This requires implementing a framework that would allow standardized tagging of multiple terms to a single person. | 0.0 | 65.0 | Idea |
| Marketing Specialists – Extension | Extension | 4-H Youth Development: Base Unit Activity | 4-H Website Project Finder Tool | This project finder tool will be a feature on the 4-H website that allows potential and current 4-Hers to explore all the different programs and projects available in PA 4-H, allowing them to discover and align their areas of interest with what 4-H has to offer. The tool itself will function much like the major finder on the AgSci website. | 0.0 | 38.0 | Planning |
| CRM | Extension - All Units | Digest Email Implementation | Use this template to structure projects that do not fit in any other project template. | 0.0 | 65.88 | Idea |
| CRM | Extension - All Units | Salesforce Cases - Extension Referrals | This project will identify the business case and implementation strategies needed to forward a case to an appropriate educator or staff member identified by a customer service representative (CSR). There are several routes that may be taken to accommodate this strategy with varying levels of complexity, development and licensing costs. Additional research may be needed to help support the argument of this feature. The tool should be available to customer service and internal members of the organization to find available experts within Extension. | 0.0 | 77.68 | In Progress |
| CRM | Extension - All Units | NPC Receipt Feeds - Spec Sheet / Reorder History Tracking | We only track the most recent reorder costs on the product record. This would provide detailed visibility each time a product is reordered including the total cost, reprinting cost adjustment, and show pricing changes. | 0.0 | 41.52 | Idea |
| Project Management | Department | Marketing | Marketing and Communications How-To Guide | 0.0 | 30.72 | Idea | |
| CRM | Extension - All Units | Account Model Strategy and Implementation - Huron Engagement | Partner with Huron to carry out a series of discovery sessions to analyze and enhance the current account model structure. | 0.0 | 66.74 | Idea |
| CRM | Extension - All Units | Salesforce Activity Insights Integration | Integrate Salesforce Activity to the extension promotion dossier tracking platform. Need to scope out and align data points tracked in both systems and perform data mapping exercise prior as part of the discovery. Results may need to change part of the data model(s). | 0.0 | 49.66 | Idea |
| Web | Creamery | Creamery: Chat and FAQ tool for customer service | The Creamery e-commerce team would like a chat tool that ties in with the website to assist with frequently asked questions and offer live chat during business hours. The goal is to make it easy for customers to get answers to their questions and therefore reduce phone calls to the store. | 0.0 | 37.46 | Idea |
| Owner: Home Team Name | Portfolio Name | Name | Description | Actual Completion Date | Alignment |
|---|---|---|---|---|---|
| CRM | Extension | Master Watershed Steward | Volunteer Management - Search Utility | This project aims to provide a solution for volunteer leadership to easily search for and find active volunteers within their programs. This utility will be available to participating volunteer groups within Salesforce. This project will be used as a demonstration for targeted searching within the system as well as advanced permission setting to defined program teams. | 2023-09-01 | 46.86 |
| Web | Extension | Master Gardener | Master Gardener Website Upgrade | Update the Master Gardener program website to the latest version of Plone CMS. This will improve their branding to match our other Extension websites and make for a consistent experience across all programs. | 2023-08-02 | 39.06 |
| CRM | Extension - All Units | Integration Enviornment Refresh 2023 | The Salesforce staging environment will need to be refreshed prior to the next Huron engagement in spring 2023. In doing so, this presents an opportunity for the Plone and Magento staging environments to be refreshed as well. This process takes several days to coordinate and refresh all product ids/skus across systems. | 2023-09-01 | 53.4 |
| CRM | Extension - All Units | Deceased Customer SOP | After receiving a number of requests to remove deceased customers from marketing, additional actions were identified. This project aims to consolidate all actions including removing from marketing, locking accounts, cancel upcoming registrations, and any additional actions. Updating the contact record status will then update system stakeholders with a list of actions to complete. | 2024-03-15 | 63.54 |
| Digital Marketing and Analytics | Extension - All Units | Contact Data Management Journey Implementation | Implement journeys outlined in the Strategy project, to improve the customer data quality for marketing purposes. The journeys will address gaps in a contact's information (missing AOI, zip code, etc.). | 2024-04-09 | 59.4 |
| Marketing Specialists – Extension | Extension | Leadership and Community Vitality | PDP - Leadership and Community Vitality - 2021 | The PDP is a strategic grogram planning process consisting of four phases: Phase 1—Topic Identification; Phase 2—Product and Evaluation Planning; Phase 3—Marketing Plan Development, Product Launch, and Evaluation Plan Execution; and Phase 4—Product Analysis and Improvement. The goal is to ensure that the program team develops and delivers high-quality, relevant, and impactful educational programs, products, and services through a variety of formats consistent with the organization’s vision. | 2024-02-23 | 100.0 |
| Marketing Specialists – Extension | Extension | Business, Entrepreneurship, and Economic Development | PDP - Business, Entrepreneurship, and Economic Development - 2021 | The PDP is a strategic grogram planning process consisting of four phases: Phase 1—Topic Identification; Phase 2—Product and Evaluation Planning; Phase 3—Marketing Plan Development, Product Launch, and Evaluation Plan Execution; and Phase 4—Product Analysis and Improvement. The goal is to ensure that the program team develops and delivers high-quality, relevant, and impactful educational programs, products, and services through a variety of formats consistent with the organization’s vision. | 2024-02-23 | 100.0 |
| CRM | Extension - All Units | Salesforce Customer Service Upgrade and Audit - Strategy | Review customer service processes for case management including email and call, develop strategy and implement process improvements. This may include but not limited to data collection procedures, general workflow and automation of tasks, follow-ups, and reminders for CSR agents, and interface updates. | 2024-05-20 | 59.94 |
| Digital Marketing and Analytics | Extension - All Units | Optimized Opt-In Process | Create ongoing strategy to enroll past participants into email marketing, and send communications of who is now enrolled. | 2024-06-26 | 76.46 |
| Web | Creamery | Creamery Baseline Usability Testing - 2023 | Create, execute, and analyze a round of user testing on the Creamery website. Findings will help identify what works well and what needs improved with the user experience. Insights will be shared with the client and prioritized to implement in future projects. | 2023-07-31 | 33.92 |
| Leadership | Department | Marketing | Marketing Website Enhancements | Enhance the marketing unit website to expand on team responsibilities, unit personnel, best practices, and other information to assist our partner and colleagues within the college. This will allow a more expansive and single location resource. | 2024-06-11 | 50.4 |
| Web | Extension - All Units | Address and Company Name Validation Process | Introduce address and business name validation on the Extension website. This would apply to all address types for a customer: billing, shipping, and registration. The goal is to improve data quality for customers in Magento and Salesforce. | 2023-09-13 | 41.72 |
| Digital Marketing and Analytics | Extension - All Units | Google Analytics Configuration & Dashboards | Work with vendor to configure Google Analytics 4 and create dashboards for reporting web traffic, campaign performance, and ROAS to inform marketing strategies. | 2023-12-08 | 55.74 |
| CRM | Extension - All Units | Customer Service - Product Page layouts | The Salesforce product object has over 250 fields. Over time some of these fields from the legacy PDC and IBIS databases have been depreciated in favor of new workflow, and existing fields have been repurposed. This project aims to clean up the product layout to only the fields that customer service uses for product management. | 2024-03-26 | 34.26 |
| Web | Creamery | Creamery Vendor Ordering Solution | The Creamery seeks a solution for external vendors to order 3-gallon ice cream tubs for pickup at University Park. An online solution would greatly decrease the overhead spent to manually take in and fulfill orders from vendors. | 2024-05-09 | 31.26 |
| Marketing Specialists – Extension | Department | Marketing | Educator Exit Instructions | Document to capture the necessary steps when an educator or faculty member exits the college. | 2024-01-23 | 52.46 |
| CRM | Extension - All Units | Omit Contact Activity Action - Enhancement | Educators may have one or more reasons to not submit contact activity. Perhaps they were a host, not a speaker, or the event was cancelled and the activity remained, etc. This Salesforce Action, Omit Contact Activity, will give Educators the opportunity to remove the item from the weekly Outstanding Activity emails and their to do list as well as all the information needed to create a Workfront request for the Cvent team to be removed as a speaker in Cvent if needed. In turn, this action will also help reduce future Workfront Requests to "Remove me as a speaker". | 2024-04-25 | |
| Marketing Specialists – Extension | Extension | Vegetable, Small Fruit, and Pollinator | PDP - Vegetable and Small Fruit - 2021 | The PDP is a strategic grogram planning process consisting of four phases: Phase 1—Topic Identification; Phase 2—Product and Evaluation Planning; Phase 3—Marketing Plan Development, Product Launch, and Evaluation Plan Execution; and Phase 4—Product Analysis and Improvement. The goal is to ensure that the program team develops and delivers high-quality, relevant, and impactful educational programs, products, and services through a variety of formats consistent with the organization’s vision. | 2023-12-14 | 100.0 |
| Digital Marketing and Analytics | Administrative Work | Creamery Website Exec. Dashboard 2024 | The Creamery website dashboard needs to be recreated using GA4 data (some metrics and measurements differ from UA). | 2024-06-04 | 59.54 |
| Digital Marketing and Analytics | Administrative Work | Strategy Team Campaign Dashboard 2024 | Strategists and TMCs need a dashboard that gives them visibility on paid digital campaigns (Meta and Google). Unlike the Executive Dashboard, this will include metrics relevant to campaign management and budgeting (i.e. start and end dates, allocated spend, etc. rather than ROAS). | 2024-05-29 | 57.66 |
| CRM | Extension - All Units | Extension Activity Training and Closeout - End of Year - 2022-2023 | Extension activity training and reporting required by educators for the end of the program year (September 30). Requires coordinated communications, training, processes, and liaising with teams for successful data entry. Data validation and providing reports to ADPs. | 2024-05-06 | 38.0 |
| CRM | Extension - All Units | Reintegration Marketing Cloud Code to Magento | Email subscribers can easily access the preference center with one-click via their My Account panel in Magento if the record has the correct Marketing Cloud Code. Without the code, customers can still access the preference center, but it requires a 2-step email verification process. This project seeks to automate the Marketing Cloud code from Salesforce to Magento for both new and existing customers, and covers scenarios when the code could change such as a record merger. | 2024-05-06 | 45.06 |
| Web | Extension - All Units | Switch from UPS to FedEx for Extension and Internal stores | Switch our e-commerce shipment carrier from UPS to FedEx. This will save in operational costs due to Penn State's contract with FedEx. | 2023-07-19 | 46.4 |
| Marketing Specialists – Extension | Extension | Tree Fruit | PDP - Tree Fruit - 2021 | The PDP is a strategic grogram planning process consisting of four phases: Phase 1—Topic Identification; Phase 2—Product and Evaluation Planning; Phase 3—Marketing Plan Development, Product Launch, and Evaluation Plan Execution; and Phase 4—Product Analysis and Improvement. The goal is to ensure that the program team develops and delivers high-quality, relevant, and impactful educational programs, products, and services through a variety of formats consistent with the organization’s vision. | 2023-11-09 | 100.0 |
| Web | Extension | Family Well-Being | Better Kid Care Website Redesign | The Better Kid Care program website is due to be updated to the latest version of Plone CMS. This will improve their branding to match our other Extension websites and make for a consistent experience across all programs. | 2023-08-22 | 24.06 |
| CRM | Extension - All Units | Automate the Monthly Article Views | A connection exists to pull in monthly page views from Google Analytics via Plone. This project aims to automate the process that stores the information within Salesforce.Currently the process is manual and is not frequently updated. | 2023-11-21 | 34.26 |
| Marketing Specialists – Non-Extension | Academic Unit | Undergraduate Education | Current Ag Sciences Student Communications Strategy | Develop strategy to enhance college communications to current undergraduate students and equip stakeholder groups with tools and resources for effective outcomes and efficient operations. | 2023-07-24 | 64.06 |
| CRM | Extension - All Units | Automate the Monthly Video Views in Salesforce | A connection exists to pull in monthly video views from Youtube via Plone. This project aims to automate the process that stores the information within Salesforce.Currently the process is manual and is not frequently updated. | 2023-11-21 | 34.26 |
| Customer Service | Extension - All Units | Strategy for Publication Review Process | Outline and implement a process for reviewing expired Extension publications managed by Customer Service. | 2024-02-20 | 39.12 |
| CRM | Extension - All Units | Salesforce Contact De-duplication | Salesforce data quality cleanup focusing on the automation and manual de-deduplication of contact records. Salesforce has over 750,000 contact records. The goal is to reduce the number of contacts to focus on unique customer records through automated data quality procedures. Required work to update the contact data model to accommodate multiple external IDs was completed in spring 2023, which makes this work possible. | 2023-09-11 | 79.88 |
| Digital Marketing and Analytics | Administrative Work | College Website Exec. Dashboard 2024 | The College website dashboard needs to be recreated using GA4 data (some metrics and measurements differ from UA). | 2024-05-20 | 41.66 |
| Digital Marketing and Analytics | Extension - All Units | Contact Data Management Journey Strategy | Identify customer journeys to improve the customer data quality for marketing purposes. This will include evaluation of customer data scenarios and the identification of customer journeys to address data gaps in information. The implementation of journeys will provide an automated solution to continually build customer profiles and improve data quality for marketing purposes. | 2023-08-21 | 62.6 |
| CRM | Extension - All Units | Salesforce Activity 2023 - Bug Fixes and Enhancements | Continuing from a 2022 engagement with Attain Partners to upgrade the Participant and Contact Activity data collection forms through resolving identified bug fixes and feature enhancements. | 2023-11-21 | 37.26 |
| Customer Service | Extension - All Units | Reporting Process for Customer Issues | A solution is needed to allow Customer Service to capture details around reported issues. This process will provide data to better inform the unit on the scale of an issue as well as allow the team to reflect on current processes and procedures from a customer perspective. | 2023-08-21 | |
| Leadership | Extension - All Units | Civil Rights Data Management Plan | Clarify the NIFA civil rights requirements for data tracking, reporting, and workflow. Implement data changes for workshop registrations, general engagements with constituents, volunteer management, county councils and other groups to ensure compliance. | 2024-02-29 | 58.06 |
| Marketing Specialists – Non-Extension | Academic Unit | Undergraduate Education | Change-of-Major Student Marketing Strategy | Strategy to increase awareness among current non-Ag Penn State students—especially those enrolled in the Division of Undergraduate Studies—emphasizing Ag Sciences majors with greatest capacity for growth. | 2024-01-10 | 60.8 |
| CRM | Extension - All Units | Volunteer Management - Enhanced Reporting Requests | Extension's Volunteer Management System (HandsOn Connect) has reached numerous limitations when generating reports. Our coordinators would request reports that easily exceed the 50K limit of the system's restrictions. This project will provide a solution for volunteer coordinators to be able to request defined on-demand reports generated from Salesforce available for download within HandsOn Connect. | 2023-11-06 | |
| Leadership | Extension - All Units | Extension Marketing Supercharge Strategy | Develop strategy for creating, aligning, and distributing marketing collateral and assets to support extension programs, including events, webinars, online courses and other products and services. This includes responsibilities, workflow, and resources to ensure alignment with marketing and communications strategies, as well as marketing technology roadmap. | 2023-11-08 | 77.2 |
| Marketing Specialists – Extension | Extension | Family Well-Being | PDP - Family Well-Being - 2021 | The PDP is a strategic grogram planning process consisting of four phases: Phase 1—Topic Identification; Phase 2—Product and Evaluation Planning; Phase 3—Marketing Plan Development, Product Launch, and Evaluation Plan Execution; and Phase 4—Product Analysis and Improvement. The goal is to ensure that the program team develops and delivers high-quality, relevant, and impactful educational programs, products, and services through a variety of formats consistent with the organization’s vision. | 2024-01-23 | 100.0 |
| Marketing Specialists – Extension | Extension | Retail, Food Service, & Consumer Food Safety | PDP - Retail, Food Service, and Consumer Food Safety - 2021 | The PDP is a strategic grogram planning process consisting of four phases: Phase 1—Topic Identification; Phase 2—Product and Evaluation Planning; Phase 3—Marketing Plan Development, Product Launch, and Evaluation Plan Execution; and Phase 4—Product Analysis and Improvement. The goal is to ensure that the program team develops and delivers high-quality, relevant, and impactful educational programs, products, and services through a variety of formats consistent with the organization’s vision. | 2024-01-23 | 100.0 |
| Creative Services | Extension - All Units | Educational Publication Accessibility Implementation | This project outlines the steps in the implementation of the education publication accessibility strategy, a strategy to bring all new and revised extension publications into compliance with ADA guidelines. | 2023-11-08 | 64.66 |
| CRM | Extension - All Units | New Magento API for Online Course Registrant Data (Salesforce) | A major update is being applied to the online course registration data model in Magento. This requires updating online course registration data model in Salesforce and required integrations. | 2023-10-11 | 55.86 |
| CRM | Extension - All Units | Event Invitation and Digest Email Strategy | Provide customers the option to receive a digest email, which would include all the relevant events and products that meet their AOI opt-ins. This would be a customer preference and an opt-in by a customer would decrease the amount of individual emails received by the customer. | 2024-03-15 | 65.88 |
| Digital Marketing and Analytics | Extension - All Units | Extension Social Media Implementation | This project will outline a plan and approach for the execution of the Extension social media strategy, developed in conjunction with Tierney Agency in 2021. The implementation will include an outline and timeline for launching new Extension-branded social channels, identifying roles for social management, identifying pages to be created or retired, the rollout for training social media contributors, etc. | 2024-02-07 | 75.46 |
| CRM | Extension - All Units | Salesforce Cvent Integration Fixes and Enhancements | Updating Salesforce with reporting enhancements from backlogged feature requests from Cvent team including being able to review registrants with dietary restrictions, and download a call list if an event cancels. | 2023-12-06 | 47.46 |
| Project Management | Department | Marketing | Marketing & Digital Ed Annual Report - 2023 | This project tracks the strategy and implementation of the 2023 annual report for Marcomm and Digital Ed. | 2023-11-15 | 57.4 |
| CRM | Extension - All Units | Qualtrics Salesforce Integration Update | Qualtrics increased the price for the out-of-the-box Salesforce module from under $5k to $10k/year by the end of January 2024. The goal of this project is to leverage the included API connection to customize a solution using the integration middleware tool, Jitterbit. | 2024-02-21 | |
| Project Management | Department | Marketing | Marketing & Digital Ed How-To Information Cleanup | Identify and create content for how-to sections of both Marketing and Digital Education helps areas. | 2024-03-01 | 50.06 |