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 | 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 |
| Marketing Specialists – Extension | Extension - All Units | Commercial AOI Cleanup | Cleanup commercial AOIs to reduce the amount of non-commercial participants in commercial events. | 97.62 | 44.12 | In Progress |
| Creative Services | Department | Marketing | University Brand Review Process (UBR) | 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. | 95.14 | 60.72 | 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. | 93.82 | 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 |
| 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. | 89.57 | 52.26 | 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 |
| 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 | 86.05 | 42.12 | In Progress |
| 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 |
| Web | Extension - All Units | Extension Event Registration Usability Testing - Round 2 | The web team will execute a second round of usability testing of our event registration paths for Penn State Extension. We will repeat the same tasks as the baseline round, with the goal of validating changes made as a result of our findings and analysis from the baseline. | 83.98 | 51.48 | In Progress |
| 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 |
| 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 |
| 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 | Idea |
| 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 |
| 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. | 70.57 | 92.2 | In Progress |
| 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. | 69.77 | 92.2 | 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. | 67.87 | 100.0 | 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 |
| Web | Department | Marketing | University Brand Review (UBR) - Web Updates | This project tracks the impacts to the college's web properties as a result of the University Brand Review (UBR) process. The web team will update workflows and incorporate new guidelines for managing web content in accordance with UBR. | 66.67 | In Progress | |
| 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 |
| 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. | 65.58 | 50.66 | 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. | 62.69 | 100.0 | 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. | 62.56 | 66.74 | In Progress |
| Marketing Specialists – Extension | Extension - All Units | Military Program Strategy and Implementation - 2024 | Determine the process of offering military discounts. | 61.42 | 58.28 | In Progress |
| 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. | 58.07 | 65.86 | 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 |
| Digital Marketing and Analytics | Administrative Work | 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. | 51.06 | 59.06 | 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 | 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. | 44.6 | 65.88 | In Progress |
| 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 | On Deck |
| 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 | 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. | 40.22 | 100.0 | In Progress |
| 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. | 39.34 | 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. | 36.59 | 75.46 | In Progress |
| Web | Department | Marketing | Extension Credential/Badge Strategy | Evaluate the university micro-credential strategy and roadmap along with the needs of Penn State Extension to implement a badging partner solution (e.g., Credly, Accredible). The Solution would integrate with Salesforce and assist with the tracking, management, and marketing of badges and certificates received for in-person and online programs. | 32.2 | 72.4 | 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 |
| 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. | 28.6 | 100.0 | In Progress |
| 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. | 26.51 | 55.32 | In Progress |
| 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. | 25.86 | 57.52 | 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 |
| 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 |
| Cvent | Department | Marketing | Private Events/Goods Strategy and Implementation | 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. | 20.56 | 35.52 | In Progress |
| 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 |
| 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 |
| 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. | 14.31 | 50.8 | 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 | 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 |
| Marketing Specialists – Extension | Extension | Mushroom | PDP - Mushroom - 2024 | This template outlines the entire PDP process. | 11.24 | 100.0 | In Progress |
| 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. | 10.02 | 77.68 | 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 | Idea |
| 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 | In Progress | |
| 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 and stakeholders. | 6.45 | 31.52 | 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 - All Units | Leadership Data Spreadsheet | Create a method to capture consistent data on a yearly basis. | 0.0 | Idea | |
| Digital Marketing and Analytics | Extension - All Units | Welcome Journey Optimization | Analyze email and web metrics to gauge effectiveness of current welcome journey, and make optimizations to content and cadence as needed. | 0.0 | 64.4 | Idea |
| 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 | Customer Service - Salesforce Service Console Lightning Upgrade | Upgrading the Service Console to use Lightning and Lightning components. | 0.0 | 34.86 | On Deck |
| 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 |
| 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 | Planning |
| 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 | Planning |
| 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 | 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 | Volunteer Management - Tracking LRN Certificate Files | The office of Ethics and Compliance is requiring all volunteers to complete mandated reporter trainings some once a year for those working with youth and a one time completion for those not working with youth. The HandsOn Connect platform does have the ability to upload files through the portal. Extensive testing will be required on how to set up the files to meet requirements that a coordinator can easily view and download the document, and work with the security office to make sure the solution is secure. | 0.0 | Idea | |
| Web | Extension - All Units | Tab updates on Event product detail pages | Modify the tabs that display event details on the extension website. The goal is to more clearly communicate unique details about an event, like travel, sponsorship, and other information pertinent to a customer deciding to register for an event. | 0.0 | Planning | |
| 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 |
| 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 | 41.46 | Idea |
| 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 |
| 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 | On Deck |
| 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 |
| 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 | |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 | 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 | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 | Salesforce Marketing Calendars | Comprehensive calendar of scheduled marketing sends across (email/ direct mail) | 0.0 | 52.26 | Idea |
| CRM | Extension - All Units | Salesforce Workflow Rules and Process Builder Migration to Flows | Salesforce will be depreciating Salesforce Workflow Rules and Process Builder in favor of their workflow automation tool "Flows" in the December 2025 Winter Release. This requires the migration and re-mapping of 200+ processes. | 0.0 | 60.0 | Planning |
| Digital Marketing and Analytics | Extension - All Units | Post Product Communications Strategy | Description needed... | 0.0 | On Deck | |
| 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 | Salesforce Cases - Customer Collaboration and Routing to Ag Comm | Training and onboarding additional units to work collaborativly on Cases. | 0.0 | 47.46 | 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 | On Deck |
| Cvent | Department | Marketing | University Brand Review (UBR) - Cvent Process | This project aims to determine and implement the process for putting Cvent landing pages through the university brand review process (ubr). | 0.0 | On Deck | |
| 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 |
| 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 |
| 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 |
| Marketing Specialists – Non-Extension | Academic Unit | Undergraduate Education | Yield and Melt Strategy | 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. Predecessor: Student Journey Mapping | 0.0 | 79.66 | Planning |
| CRM | Extension - All Units | Cvent SOAP to REST API Migration - CRM Updates | Cvent is requiring all integrations to use their REST API instead of the outdated SOAP API. The deadline to migrate is December 31, 2025. We have critical integrations with Cvent and will need to set aside ample time to analyze, develop, test, and launch with the API calls. There will be cases where we will need to refactor our code to accommodate the new API. The primary impact is for Penn State Extension events, however, we also integrate with the college's Office of Short Courses and Conferences instance of Cvent. | 0.0 | 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 |
| 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 |
| Marketing Specialists – Non-Extension | Academic Unit | Undergraduate Education | Core Suite of Recruitment Marketing and Event Assets | Based on student journey mapping, 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 | 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 |
| 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 | 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 |
| 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 |
| 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 |
| 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 |
| 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 | 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 |
| 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 |
| 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 - 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 |
| 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 |
| 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 |
| 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 | |
| Web | Extension - All Units | Cvent SOAP to REST API Migration | Cvent is requiring all integrations to use their REST API instead of the outdated SOAP API. The deadline to migrate is December 31, 2025. We have critical integrations with Cvent and will need to set aside ample time to analyze, develop, test, and launch with the API calls. There will be cases where we will need to refactor our code to accommodate the new API. The primary impact is for Penn State Extension events, however, we also integrate with the college's Office of Short Courses and Conferences instance of Cvent. | 0.0 | 37.92 | On Deck |
| Owner: Home Team Name | Portfolio Name | Name | Description | Actual Completion Date | Alignment |
|---|---|---|---|---|---|
| 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. | 2024-11-06 | 50.06 |
| 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. | 2024-10-09 | 39.12 |
| 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 | Extension Activity Training and Closeout - End of Year - 2023-2024 | 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. | 2024-11-25 | 38.0 |
| CRM | Extension - All Units | Publication Workflow Automation | Automating the publication Reprint/Revision and review processes in Salesforce. | 2024-12-09 | 42.66 |
| 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 |
| 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. | 2024-08-15 | 67.54 |
| 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. | 2024-09-25 | 67.08 |
| 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. | 2024-09-10 | 41.4 |
| 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 | 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 | |
| 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. | 2024-09-27 | 59.4 |
| Digital Marketing and Analytics | Extension - All Units | Recommended OLC Follow-Up Email Pilot | A pilot journey of one follow-up email to event participants whose event aligns with an online course. The pilot would consist of one product recommendation per team; Marketing Strategy team to choose one online course/related events to pilot. These should be well-attended events that have a logical OLC as a next step. For the pilot, this follow-up would be automated. Results will be used to inform a future automated process (Einstein). | 2024-09-27 | 74.12 |
| 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. | 2024-07-29 | 67.08 |
| 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 | 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 |
| 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. | 2024-09-20 | 45.4 |
| 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. | 2024-09-10 | 47.54 |
| 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. | 2024-12-19 | 47.46 |
| Cvent | Department | Marketing | Cvent Registration: University Guest Presenter Agreement | 2024-12-02 | ||
| 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 |
| 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 |
| 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. | 2024-07-09 | 49.92 |
| 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. | 2024-09-13 | 35.4 |
| 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 |
| 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. | 2024-12-11 | 100.0 |
| 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 |
| 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 |
| 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. | 2024-07-03 | 29.4 |
| 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 |
| Creative Services | Department | Marketing | Accessibility and Alternative Format Processes | The alternate format statement on publications is outdate and vague, leading to confusion for customers and to requests for alternate format that are not related to accommodation due to a disability under ADA guidelines. | 2024-10-24 | 75.4 |
| 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. | 2024-07-30 | 57.66 |
| 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. | 2024-07-29 | 65.34 |
| 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 |
| 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. | 2024-07-23 | 66.74 |
| 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 | 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 |
| 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 |
| CRM | Extension - All Units | Marketing Cloud Contact Count Cleanup | Marketing Cloud has found that our "Contact" counts are out of contractual compliance and need to be reduced too avoid ~$80k/yearly overage fees. Historically Marketing Cloud only counted Total Unique Subscribers for Higher Education. After Salesforce.com took over Salesforce.org, Salesforce is now standardizing "Contact" Counts for all customers. This shifts the way records are counted for billing purposes; however, Salesforce always used "Contact" counts in all legal documentation. It is a shift in the way a "contact" is determined. This project will create additional workflow to reduce data redundancies, avoid syncing unneeded records counted as a "Contact", and overall reducing the number of contacts to avoid overage penalties between the CRM and Marketing Cloud platforms. | 2024-09-08 | 79.2 |