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 | 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. | 99.35 | 61.68 | 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. | 95.63 | 52.26 | On Deck |
| CRM | Extension - All Units | Salesforce Cases - Extension Referrals - Roll out + training | The Extension Referrals tool inside Salesforce will be used to collect and route customer questions to the appropriate program team or educator using email notifications and mobile-friendly actions. This project is to roll out the extension referrals tool org-wide. Establish referral queues and members, create training documentation, hold trainings, and sunset existing hotlines. | 94.7 | 69.94 | In Progress |
| Marketing Specialists – Non-Extension | Academic Unit | Undergraduate Education | Yield and Melt Strategy - 2025-2027 | 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 | 91.08 | 79.66 | In Progress |
| CRM | Extension - All Units | Update ADP Experience and Analytics 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. | 90.32 | 51.86 | 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 |
| Marketing Specialists – Extension | Extension - All Units | Extension Online Course Marketing Plan - FY25-26 | Develop an online course marketing plan. The plan will include general online course library marketing, persona-based online course marketing, and promotion-based marketing. The plan will focus heavily on paid digital and social media ads. | 89.41 | 77.32 | 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 |
| 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. | 81.65 | 66.74 | 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 | 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. | 81.36 | 28.92 | In Progress |
| 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. | 79.7 | 42.12 | In Progress |
| Web | Extension - All Units | AI for Extension (Plant Village) | Collaborate with the Plant Village team to create an Extension-specific AI tool based on our expert content and vetted data sources. The AI tool will first be used internally by faculty, educators, and staff, followed by a customer-facing version. This project encompasses the strategy and initial implementation of a working AI tool. | 79.33 | 65.8 | 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. | 78.9 | 50.66 | In Progress |
| Web | Extension - All Units | AI tool for Extension website (ExtensionBot) | 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 |
| CRM | Extension - All Units | Extension Activity Training and Closeout - End of Year - 2024-2025 | 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. | 73.96 | 38.0 | In Progress |
| 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 |
| 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 |
| 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. | 58.5 | 57.52 | 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 |
| 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. | 57.4 | 72.4 | 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 |
| Web | Department | Marketing | AI chatbot for Marketing knowledge base | Implement a chatbot tool that allows users to ask questions about marketing-related processes and policies. The chatbot will use an AI model to deliver accurate answers in a conversational manner. | 47.57 | 47.46 | In Progress |
| Project Management | Extension - All Units | Extension AI Marketing Campaign - 2025/2026 | This project will track the efforts to launch Penn State Extension’s new AI-powered chatbot through a phased marketing campaign that will encourage user testing and feedback during the beta phase and generate awareness for the upcoming launch at Farm Show. | 46.95 | 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 |
| Creative Services | Department | Marketing | Adobe Express Self-Serve Template Strategy and Testing | Explore and define the use of Adobe Express for self-serve templates | 44.78 | 60.72 | 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 | On Deck |
| Leadership | 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 - All Units | Cvent SOAP to REST API Migration - Cvent to CRM | 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. | 41.58 | In Progress | |
| 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. | 37.73 | 68.54 | 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 |
| Creative Services | Department | Marketing | Canto Migration | Migrate Image Relay to Canto in the following steps: 1. Transfer all assets while keeping Image Relay available 2. Administrator training 2. Test and refine Canto interface and functionality 3. Retire Image Relay and introduce Canto to end users | 32.54 | 60.72 | On Deck |
| Digital Marketing and Analytics | Extension - All Units | Abandoned Cart Retargeting Emails | The Abandoned Cart Retargeting project aims to reduce cart abandonment and recover potential revenue by implementing a targeted email workflow within our Magento/Adobe Commerce system. Partnering with the Web Team, Creative Services, and Digital Marketing & Analytics, we will design and launch an automated email campaign that triggers when users leave items in their carts without completing a purchase. Emails will include personalized messaging and potentially a limited-time discount to encourage conversion. | 32.03 | 66.2 | In Progress |
| CRM | Extension | 4-H Youth Development: Base Unit Activity | Extension Referrals - 4-H Strategy - (Marketing Enrollments, Lead Generation, Support Cases) | 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 |
| 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 | 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 | Planning |
| CRM | Extension - All Units | Extension Quarterly Report Project 25/26FY | 24.66 | 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. | 24.26 | 50.8 | 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 | On Deck |
| 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 - All Units | Salesforce Cases - Extension Referrals - Additional features Implementation | As a result of the Extension Referrals Strategy project, several pieces of functionality were marked out of scope, set to be implemented in the future. This project holds those future features that should be prioritized, implemented and rolled out as an "update" to Salesforce Extension Referrals | 22.22 | 59.94 | Planning |
| 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 | Planning |
| 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 |
| CRM | Extension - All Units | Volunteer Management Portal Rollover - 2025 | Volunteer rollover process happens every year on October 1. Rollover takes all volunteers in an active volunteer status and carries them over to the new enrollment year and archiving inactive members. | 14.29 | 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 | Planning |
| 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 | On Deck |
| Marketing Specialists – Extension | Extension - All Units | Farm Show Strategy - 2026 | Project to track the launch of Farm Show 2025 | 10.04 | 67.54 | 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 |
| 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 |
| Creative Services | Academic Unit | College - Other | College Brand Guide Production | 3.48 | 28.92 | In Progress | |
| 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. | 1.13 | 64.4 | In Progress |
| Marketing Specialists – Non-Extension | Academic Unit | Undergraduate Education | Core Suite of Recruitment Print Assets - October 2025-May 2026 | Based on student journey mapping, develop next generation of core assets for use by college and department recruiters. Includes viewbook, majors flyers, student resource flyers, college planning guide mailer, paw print handout, and infographic flyer. | 0.13 | 59.2 | On Deck |
| Leadership | Department | Marketing | Educational Publication Design, Print and POD Strategy | Develop criteria for when we design and print publications. Moving more of our educational items online – what we design digitally (pdf/accessibility) can it be downloaded online. Plain-sect customers is a consideration. | 0.0 | Idea | |
| Web | Extension - All Units | Extension Preference Center Rearchitecture | The customer-facing preference center for Penn State Extension needs to be re-architected to improve how data is retrieved and saved in Marketing Cloud. The preference center is almost ten years old and contains bugs that are risky to fix in its current state. This work will need to be outsourced, as we do not have the in-house expertise and bandwidth to develop a new preference center. | 0.0 | 48.06 | Idea |
| CRM | Extension - All Units | Robo Call Services | Identify and implement a service that allows the organization to call a list of people with a custom automated message letting them know that the workshop they have registered for has been cancelled or specific details about the event have been changed. Also identify the process in which the call list and automated message is defined and sent to the new service. | 0.0 | 59.94 | Planning |
| CRM | Extension - All Units | Salesforce Homepage Revamp for various profiles | Review and update homepage for each profile to improve productivity, streamline access to most used information and enhance overall usability. | 0.0 | Idea | |
| CRM | Extension - All Units | Leadership Data Spreadsheet | Create a method to capture consistent data on a yearly basis. | 0.0 | Idea | |
| CRM | N/A | Salesforce: Workshop Session Registrations and Registrant Agendas | Create a real-time integration with Cvent to retrieve session data and session assignments for the event and the attendee. This would be used as a reference tool only, and not for reports or workflow. Need to understand if there is valuable business case. Would require getting All sessions, session registrations, ordering by time and registrant then creating a custom displays as Lightning Components. | 0.0 | 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 |
| Web | Extension - All Units | Route Single-Event Emails to Extension Website | The single-event emails need updated to re-route from Cvent to the Extension website. | 0.0 | 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 |
| Digital Marketing and Analytics | Extension - All Units | Affiliate Marketing Strategy | 0.0 | Idea | ||
| CRM | Extension - All Units | Digest Email Implementation | This project aims to build a dynamic, automated email digest in Salesforce Marketing Cloud that delivers a personalized list of upcoming events based on each subscriber’s location and interests—similar to Ticketmaster or Live Nation. Using advanced Marketing Cloud features and a strategic framework originally developed with Huron, the initiative will reduce customer email fatigue by consolidating multiple single-event messages into a streamlined, relevant digest. Events will be mapped to subscribers through zip codes and Areas of Interest (AOI), with logic in place to handle scenarios like missing preferences, too many results, or no upcoming events. Due to the project’s technical complexity, personalization may need to be scaled based on system limitations and processing times. This approach complements the existing single-event email strategy by continuing to promote high-value events while minimizing inbox clutter. Integration with Salesforce CRM and Jitterbit will enable efficient automation and regional segmentation. A new preference center option will give subscribers greater control over their email experience, increasing satisfaction and engagement. | 0.0 | 65.88 | Idea |
| 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 |
| Marketing Specialists – Extension | Extension - All Units | Master Gardener Revenue Generation Strategy | 0.0 | Idea | ||
| Web | Extension - All Units | Business Accounts Strategy and Implementation | 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 | On Deck |
| Marketing Specialists – Non-Extension | Academic Unit | Undergraduate Education | Undergrad Recruitment Strategy Leveraging Extension and 4H Channels | Strategy to leverage and optimize Extension and 4H channels for undergraduate education recruitment. | 0.0 | Planning | |
| Marketing Specialists – Non-Extension | Academic Unit | Undergraduate Education | College Virtual Tour Map Experience | Online experience to showcase college facilities and enable viewers to "tour" them on-demand, during a guided virtual visit or self-guided walking tour, as part of a presentation, etc. | 0.0 | Planning | |
| 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 | On Deck |
| CRM | Extension - All Units | Retireing/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 | 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 | Salesforce Email Notifications for CRM, BOM, and Program Team Lead Change | Need workflow added to send internal email notifications to Ag Marketing and Digital Ed stakeholders when a CRM, BOM, and Program Team Lead Changes. | 0.0 | 55.86 | On Deck |
| Marketing Specialists – Non-Extension | Academic Unit | Undergraduate Education | Virtual Recruitment Event Strategy | Strategy for recruitment events hosted by the Office for Undergraduate Education and program recruiters. | 0.0 | Planning | |
| CRM | Extension - All Units | Salesforce Workflow Migration: Cases | 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. This project focuses on object models: Cases | 0.0 | 60.0 | On Deck |
| CRM | N/A | Salesforce Time Assignment Updates | The Salesforce and and Plone integration with the PAF system utilizes 3 separate feeds, but only integrates with one. Evaluate the different feeds and what data is being stored. | 0.0 | Planning | |
| Web | Department | Marketing | Update Auto-Generated PDF Solution | A paid PDF-generator solution would support accessibility requirements. The goal is to reduce the need for custom-designed PDFs while producing a print-friendly document that meets the accessibility policy. | 0.0 | Idea | |
| CRM | Academic Unit | Development | Lead Sourcing Strategy Between Extension and Ag Department of Development | Identify potential high-value leads within Extension's Salesforce and sharing leads with the college's department of development. This may include identifying third party databases to glean information and using scoring to identify leads. | 0.0 | On Deck | |
| CRM | Extension - All Units | Bi-Directional Syncing Solution | 0.0 | 35.52 | 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 |
| Customer Service | Extension - All Units | County Publication Review Process | Create and document a strategy to handle county managed publications. | 0.0 | 43.32 | 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 |
| Leadership | Extension - All Units | Review/Change Adult Gender Response Options | 0.0 | 52.8 | 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 |
| 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 |
| Customer Service | Extension - All Units | Amazon Connect Integration with Salesforce | With the recent migration of Customer Service to Amazon Connect, we need to work on integrating the new system to Salesforce. | 0.0 | Planning | |
| Leadership | Department | Marketing | Annual Impact Reports | Develop strategy for deliverable and whether they need to be designed; can these be online? The investment of time in making longer format publications accessible is high. | 0.0 | Idea | |
| Leadership | Department | Marketing | Strategy for Implementing Chargebacks for Revision Overages of Creative Projects | Charge backs for excessive or multiple revisions on projects. | 0.0 | Idea | |
| Cvent | Department | Marketing | Standardize Cvent Event Types/Requests | Create documentation to standardize the types of event requests. | 0.0 | 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 | Planning |
| Digital Marketing and Analytics | Extension - All Units | Post Purchase Communications Strategy | Description needed... | 0.0 | Planning | |
| Leadership | Department | Marketing | Marketing Criteria for Programs | Develop criteria for what type of marketing can be done for certain types of programs. Should there be prioritization of certain programs (free, vs. paid) depending upon if there is revenue generation. | 0.0 | Idea | |
| Leadership | Extension - All Units | Program Standardization and Efficiency | Develop a best practice guide for Chris Houser and ADPs to use when considering number of programs and uniqueness within portfolio. This includes less one-off programs, and if there are one-off programs clarifying our responsibilities and/or impacts. | 0.0 | Idea | |
| CRM | N/A | Auto-create a Contact for Referral and Cases | If a contact record does not already exist, automatically create a contact and link the referral or case. Right now it's possible to have a referral or case in the system with a customer's name and contact details, but no contact record. | 0.0 | Idea | |
| Web | Extension - All Units | Extension Accessibility Review and Remediation | The DOJ rule on accessibility has been expanded to include all digital formats, which must be in compliance by April 2026. This project will track our work related to reviewing and remediating public-facing digital content for Penn State Extension. | 0.0 | 36.32 | On Deck |
| 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 |
| Digital Marketing and Analytics | Administrative Work | Social Media Contributor Strategy - Extension | The Social Media Contributor Strategy project establishes a structured approach for empowering trained Extension staff to manage and publish content on approved team and county social media accounts. This initiative defines contributor roles, governance processes, and training requirements to ensure consistency, quality, and brand alignment across Penn State Extension’s distributed social media network. The project encompasses both the strategy development and implementation of a contributor model that supports local engagement while maintaining centralized oversight through the Social Media Manager and Demand Gen team. It includes collaboration with Extension Marketing Strategists to identify and onboard qualified contributors, the creation of training and support materials, and the rollout of standardized procedures for content management through Hootsuite. | 0.0 | 29.5 | Planning |
| Leadership | Extension - All Units | Strategy: Spanish Products and Translation | 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 |
| 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 |
| 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 | Planning |
| Project Management | Department | Marketing | Marketing and Communications How-To Guide | 0.0 | 30.72 | 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 | 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 |
| Digital Marketing and Analytics | Administrative Work | Enhancing AI Discoverability and Control | As AI agents such as ChatGPT, Perplexity, and Claude increasingly surface content directly from the web in response to user queries, it’s critical to understand how our content is being accessed, interpreted, and represented. This project aims to explore and optimize how the Penn State Extension website is discovered by AI crawlers and agents to improve content visibility, searchability, and accuracy of representation in AI-generated answers. Our new tool, Scrunch, provides real-time detection of AI crawler activity, allows control over what AI agents can access, and supports page-level optimization to improve performance with these systems. This initiative will help ensure strategic contents accurately retrieved and surfaced by AI systems that are rapidly becoming users’ preferred information source. | 0.0 | 60.86 | Planning |
| Digital Marketing and Analytics | 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 |
| 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 |
| 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 |
| 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 | Resolve HTML Code showing in Case Description and Chatter post | For certain Cases, HTML code is showing in description field and chatter post when replying to an email. This causes historical text to get lost in the email reply to the customer. | 0.0 | Planning | |
| CRM | Extension - All Units | HandsOn Connect - Volunteer Portal - Version Upgrade | The software HandsOn Connect that runs the volunteer portal requires a mandatory upgrade from version 3.0 to 4.0 before the end of Q3 FY2025. This requires a full re-implementation to Salesforce with new object references and workflows. Version 3.0 is heavily customized and will require a significant amount of planning and testing. Seeking professional services from the vendor to aid in transition. | 0.0 | 41.46 | On Deck |
| 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 | 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 | 33.12 | 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 |
| 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 |
| 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 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 | 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 | 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 |
| Web | Extension - All Units | Drop Ship Strategy and Solution | This initiative will analyze the opportunity and potential solutions for using a drop ship vendor to sell branded merchandise for various clients in the College of Ag Sciences. Print-on-demand merchandise would include the relevant logo and be sold through one of our e-commerce websites. | 0.0 | 45.48 | Idea |
| CRM | Extension - All Units | Salesforce Hyperforce Upgrade Readiness | 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. This project aims to ready the Salesforce environment to ensure no lapse of service or functionality. Salesforce orgs are slowly being migrated over, and a date has not been announced for our instance. | 0.0 | 47.46 | On Deck |
| Leadership | Department | Marketing | Creative Brief GPT | This project aims to make the creation of creative briefs more efficient and effective through the use of AI. | 0.0 | Idea | |
| CRM | Extension - All Units | Salesforce Workflow Migration: Accounts and Contacts | 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. This project focuses on object models: Accounts, Contacts, and the subscription model (AOIs, Industries, etc.) | 0.0 | 60.0 | On Deck |
| Leadership | Department | Marketing | Extension Copy GPT | This project aims to create an AI companion to make the copywriting process more efficient. | 0.0 | Idea | |
| CRM | Extension - All Units | Salesforce Marketing Calendars | Comprehensive calendar of scheduled marketing sends across (email/ direct mail) | 0.0 | 52.26 | 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 | 51.32 | On Deck |
| 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 | On Deck |
| 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 |
| 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 | Department | Marketing | County Impact log Strategy - Track in Salesforce | During the Referral project, county staff brought up the desire to use Salesforce for their County Impact logs. More discovery is needed. Example Impact logs from Luzerne County are attached. Would need to work with Steve Buckholtz and others. Could involve a new custom object, called impact and custom fields to match the data they are currently capturing. | 0.0 | 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 Workflow Migration: Online Courses | 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. This project focuses on object models: Online Course, Online Course Registration, Online Course Survey Response. | 0.0 | 60.0 | On Deck |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 | 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 | 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 | Salesforce Cases - Extension Referrals - Master Gardener Hotline | The Extension Referrals tool inside Salesforce will be used to collect and route customer questions to the appropriate program team or educator using email notifications and mobile-friendly actions. This project aims to migrate Master Gardener Hotline data collection processes to Extension Referrals with volunteers managing referrals within the volunteer portal. Prerequisite: HandsOn Connect version upgrade. | 0.0 | 49.14 | Idea |
| CRM | Extension - All Units | Salesforce Workflow Migration: Products and Orders | 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. This project focuses on object models: Products, Orders, and Order Items. | 0.0 | 60.0 | Planning |
| CRM | Extension - All Units | Post-Customer Support Survey | Automated survey to measure customer support service. | 0.0 | 16.92 | 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 | 26.46 | Planning |
| 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 Workflow Migration: Campaigns and Workshops | 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. This project focuses on object models: Campaigns and Workshops. | 0.0 | 60.0 | Planning |
| CRM | Extension - All Units | Customer Service - Salesforce Telephony Integration and Service Console Experience | Customer service migrated to a new telephony system. This project aims to integrate Salesforce with the telephony system and provide customer service agents an enhanced user interface that compliments the integrated components such call routing and soft-phone features. This will allow the CSR to easily get relevant customer details with enhanced related lists (orders, registrations), and automatically opening relevant records (contact details). The console also updates the navigation, allowing for a tabbed interface directly inside of a single browser window, and unlike a normal user experience it will save your tabs upon closing to restart exactly where you left off. | 0.0 | 34.86 | Planning |
| 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 | Salesforce Workflow Migration: Extension Activity | 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. This project focuses on object models: Participant Activity, Contact Activity, Contributors, Topics, Topic Assignments. | 0.0 | 60.0 | Planning |
| 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 |
| Marketing Specialists – Extension | Extension - All Units | Extension Awareness Strategy | Brand marketing campaign for Extension. This will include messaging as well as tactics for execution. | 0.0 | 82.48 | On Deck |
| 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 - All Units | Salesforce Workflow Migration: Misc | 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. This project focuses on any remaining workflow rules that would need to be migrated over including but not limited to Integration logs, Trigger handlers, Tasks, etc. | 0.0 | 60.0 | 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 |
| Digital Marketing and Analytics | Administrative Work | Lead Gen - Email Opt-In Push | The Lead Generation for Email Opt-Ins project aims to grow Penn State Extension’s email subscriber base by implementing a comprehensive, multi-channel sign-up strategy. This initiative will compile and centralize all available newsletter and preference center sign-up opportunities, ensuring they are easy to find and promote across digital and in-person touchpoints. Tactics will include directing social media commenters to relevant sign-up links, capturing leads collected by strategists at in-person events, and incorporating QR codes to the preference center on all print and digital materials. Educators and staff will be equipped with simple tools to share sign-up options with interested individuals, ensuring a seamless experience for potential subscribers. By expanding visibility and accessibility of our email subscription options, we aim to increase engagement, drive awareness of our programs, and build a stronger audience for targeted outreach efforts. Additionally, paid opt-in campaigns led by strategists will continue as per their marketing plans, and those leads will be reported in the overall results. (Attributed to respective campaigns.) | 0.0 | 34.57 | On Deck |
| Marketing Specialists – Extension | Extension - All Units | Home and Homestead Growth Strategy - 2025 | Strategy to position Extension as the go-to trusted resource for Homesteaders by optimizing existing web content, developing new educational materials, and executing a targeted content marketing strategy that drives engagement and awareness among this growing audience segment | 0.0 | 66.52 | In Progress |
| Owner: Home Team Name | Portfolio Name | Name | Description | Actual Completion Date | Alignment |
|---|---|---|---|---|---|
| Web | Extension - All Units | Cvent SOAP to REST API Migration - E-commerce and CMS 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. | 2025-04-23 | 37.92 |
| 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 |
| 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. | 2025-04-23 | 60.72 |
| Leadership | Extension - All Units | Marketing Unit and Digital Education Strategic Plan | Develop a strategic plan that unites the Ag Sciences Marketing Unit and Non-Credit Digital Education Unit around shared priorities, aligning with College goals to maximize impact across marketing, digital learning, systems, data, and partnerships. This plan will drive coordinated growth, operational efficiency, and measurable outcomes across both units. | 2025-07-07 | |
| Marketing Specialists – Extension | Extension - All Units | Military Program Strategy and Implementation - 2024 | Determine the process of offering military discounts. | 2025-07-15 | 58.28 |
| CRM | Extension - All Units | Cvent SOAP to REST API Migration - Cvent to Plone - (Jitterbit) | 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. This project aims to migrate API calls from the Cvent to Plone integration, otherwise impacting the way events are listed on the Extension website | 2025-10-07 | |
| Marketing Specialists – Non-Extension | Creamery | Creamery Marketing Plan - 2025 | Comprehensive multi-year marketing plan for e-commerce and retail store. | 2025-09-15 | 24.48 |
| Project Management | Department | Marketing | Marketing and Digital Ed Annual Report - 2025 | 2025-10-15 | ||
| Marketing Specialists – Extension | Extension - All Units | Commercial AOI Cleanup | Cleanup commercial AOIs to reduce the amount of non-commercial participants in commercial events. | 2025-02-17 | 44.12 |
| CRM | Extension - All Units | Salesforce Cases - Extension Referrals - Strategy | 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. | 2025-09-05 | 77.68 |
| 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). | 2025-07-21 | |
| 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 |
| Project Management | Extension - All Units | Update Extension Unsubscribe Page | Update Penn State Extension’s unsubscribe page and unsubscribe confirmation page to better retain subscribers by emphasizing user control and preference management while maintaining transparency and trust. The new design encourages users to customize their email preferences instead of fully opting out. | 2025-11-12 | |
| Cvent | Department | Marketing | Cvent Registration: University Guest Presenter Agreement | 2024-12-02 | ||
| Digital Marketing and Analytics | Administrative Work | Search Performance | Assess discoverability and SEO performance, focusing on the impact of generative AI and AI-driven search experiences. This initiative will analyze how AI-powered search results influence visibility, engagement, and traffic to our content. | 2025-05-15 | 41.44 |
| 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. | 2025-08-05 | 59.06 |
| 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. | 2025-05-02 | 51.48 |
| Customer Service | Extension - All Units | Call Migration to Amazon Connect | The Customer Service team is transitioning from the Cisco Finesse phone system to Amazon Connect to modernize call center operations, improve reliability, and enable greater flexibility and scalability. | 2025-07-08 | 45.06 |
| Web | Extension - All Units | Technical AI Optimization for Extension | This project aims to audit the technical infrastructure of the Penn State Extension website regarding generative AI optimization. The goal is to optimize the site for AI crawlers so our robust content is ranked high for generative AI engines like ChatGPT, Gemini, and Perplexity. | 2025-04-04 | 46.32 |
| 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. | 2025-01-10 | |
| Leadership | Department | Marketing | Short Course UBR Onboarding | Determine onboarding process for Short Course office to adopt UBR. | 2025-07-21 | |
| Creative Services | Department | Marketing | Social Media Design Strategy | This initiative aims to use audience testing results to inform new templates as well as direction for non-templated, paid social advertising. | 2025-11-05 |