Upward Ed | Services
Upward Ed | Services
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At Upward Ed, our services are built on collaboration. We don’t just hand you a report and walk away. We work alongside your team to uncover challenges, design smarter processes, and empower staff to manage data with confidence. Every engagement is about equipping your institution to succeed long after the session ends. From targeted coaching to full-scale audits and workflow redesigns, we tailor solutions that save time, reduce stress, and strengthen outcomes.
Coaching Sessions (Entry Service)
Coaching Sessions (Entry Service)
Format: 60-minute 1:1 or small group video chat.
Focus: Practical advice on data collection, reporting, admissions, or compliance issues.
Value: Quick, digestible strategies. Great for directors who need clarity.
Outcome: You'll leave with actionable fixes and a roadmap.
Form-to-Report Audit (Project Service)
Form-to-Report Audit (Project Service)
Format: 4-week consulting engagement.
Format: 4-week consulting engagement.
Focus: Review how the institution collects student and program data → identify redundancies, gaps, and risks → redesign forms, fields, and workflows to align with compliance/reporting needs.
Focus: Review how the institution collects student and program data → identify redundancies, gaps, and risks → redesign forms, fields, and workflows to align with compliance/reporting needs.
Deliverables:
Deliverables:
- A Data Collection Audit Report (what’s broken + why it matters).
- A Redesigned Form & Data Map (Bad → Better examples).
- A Prioritized Action Plan (3–5 quick wins + long-term changes).
Outcome: Staff stop duplicating effort, reporting becomes predictable, and audits are less stressful.
Outcome: Staff stop duplicating effort, reporting becomes predictable, and audits are less stressful.
Data Workflow Implementation & Training (Partnership Service)
Data Workflow Implementation & Training (Partnership Service)
Format: 2–6 month engagement with online workshops + shadowing staff.
Format: 2–6 month engagement with online workshops + shadowing staff.
Focus: Implement efficient workflows that connect admissions, attendance, financial aid, and reporting. Train staff on “collect once, reuse everywhere” practices.
Focus: Implement efficient workflows that connect admissions, attendance, financial aid, and reporting. Train staff on “collect once, reuse everywhere” practices.
Deliverables:
Deliverables:
- Configured workflow documentation (how data flows across departments).
- Staff training sessions (registrars, business office, admissions, and financial aid).
- Custom Audit-Proof Pack (ready-to-run reports and evidence folders).
Outcome: A culture shift: everyone understands where the “field of truth” lives, how reports are derived, and how to maintain compliance without scrambling.
Outcome: A culture shift: everyone understands where the “field of truth” lives, how reports are derived, and how to maintain compliance without scrambling.
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