Capstone – Project Charter

Using Data to Advance Mission

A Collaboration Between

Engagement Synopsis

In October 2017, the then-president fired the then-principal. Two weeks later the president resigned. This was literally the week after the Napa fires of 2017. The Trustees asked David Holquin to return to the school (he worked at Justin-Siena from 2004-2015) as president. There were many changes that happened in that short period of time: in the spring of 2015 the school had 671 students, and in January 2018 the school had 580. At the same time as healing needed to happen, so did a redesign of the way the school operated and a refocus on Mission was needed. A community wide strategic planning process and plan happened in April - June 2019, and now we go from planning to action. But the challenge is to what end? How does the school measure the effectiveness of our marketing efforts beyond enrollment? We have created a long-term financial plan for 7 years, and the plan, thankfully, is being smashed because of our good efforts (we are three years ahead of where we thought we would be). Is a surplus the only measure of financial success? We also have a ton of student data and do very little with it. While the new president has created a data stewardship committee, what might a data dashboard do for us and what system do we need to create to make it easier for us to implement and inform decisions? In other words, Justin-Siena hopes to have passionate and strategic thinkers help us use data to inform our marketing, financial, and strategic objectives. And ultimately develop a culture that uses data to make decisions.  

HOST VENUE ADDRESS

  • 4026 Maher Street, Napa, CA 94558

REQUIRED PREREQUISITES

  • Familiarity with schools and nonprofits being different than for profit businesses
  • Interest in developing a system that can impact
  • An understanding of the importance of Mission, Culture, Heritage, and Catholic identity
  • Pre-reading and the mental agility to cut through noise to get to root causes

LEARNING OBJECTIVES

  • Students will be able to create a data dashboard to help the school inform its decision making
  • Students will understand how financial, marketing/enrollment, and strategic decisions impact the culture and future of an organization
  • Students will be able to integrate theory and practice
  • Students will develop metrics that help the institution prioritize programs and personnel (what to offer and what not to) to benefit student success

Company Information

CompanyJustin-Siena High School
HQCalifornia
RevenueUnlisted
Employees50-100
StageMedium Business
Hiring PotentialFollow-on Projects
Websitehttps://justin-siena.org

Company Overview

Born of a collaboration between the Dominican Sisters of San Rafael and the De La Salle Christian Brothers, Justin-Siena has served families in the Napa Valley and beyond since 1966. Although firmly rooted in Napa, we are part of a Lasallian ministry that spans continents, centuries, and generations. Justin-Siena High School is a Lasallian Catholic High School serving three counties (Napa, Solano, and Sonoma) and students from around the world. Our mission is to provide educational excellence in a loving, Christ-centered community that prepares students to serve and lead in an ever-changing world.

Company Supervising Team

President

David

[email protected]

Course Info & Engagement Details

SchoolUniversity of Notre Dame Mendoza College of Business
Engagement FormatCapstone - Small Team Consulting Project - Students work in small groups of 2-6 directly with faculty and host company project champions on developing real solutions to real-world challenges.
ProgramCollege of Business
Course2020 SPRING – MBA Interterm (IMPACT)
LevelGraduate
Students Enrolled120 Enrolled, 2-5 per group per project
Meeting Day & Time3/2 - 3/5/2019 on-site at host company
Student Time Commitment1-3 Hours Per Week
Company Time Commitment3-5 Hours
Duration4 days (03/02/2020 - 03/05/2020)
Departments InvolvedData Management
Marketing
Org Culture, D&I
Reporting, Financial Planning & Analysis
File Attachments

School Supervisors

Instructor

Alice

[email protected]

Students

There are currently no students assigned.

Collaboration Timeline

  • January 19, 2020

    Student Teams Finalized. Companies provided with final roster of students that will be visiting your office to work on the interterm project.

  • February 7, 2020

    Companies will send a formal welcome/on-boarding email to students to get them excited and ramped up for the project, which should include any pre-work/pre-reading. We’ll provide you with a template you can use when we notify you of your student roster.

  • March 2, 2020

    OFFICIAL PROJECT LAUNCH: Students will be on-site working for the week

  • March 5, 2020

    OFFICIAL PROJECT END: Students will present results to company leadership on-site

Key Milestones & Project Process

  • March 2, 2020 - Day 1 - Onsite Conversations and Data Management Thinking

    After meeting with various school personnel and reviewing the various data instruments used, the team will begin answering what data should be tracked and what instruments, programs, or systems could be used to inform decision making.


    Suggested Deliverable:

    Draft Data Dashboard

  • March 3, 2020 - Day 2 - Success Metrics

    What metrics should the school use to determine success of programs to help the school determine what programs to keep and which to consider or discontinuation.


    Suggested Deliverable:

    Draft Protocol of programmatic success and possible decision making tree to help determine a program’s efficacy.

  • March 4, 2020 - Day 3 - Financial and Strategic Management

    In looking at the school’s long range financial plan, capital campaign possibilities, other financial metrics, and the school’s strategic plan, what can the school create a protocol for creating a data-driven decision culture?


    Suggested Deliverable:

    Draft Data-driven decision making culture suggestions

  • March 5, 2020 - Day 4 - Success metrics

    What overall success metrics should the school track and share widely internally and externally? How does the school know it is making an impact in the lives of students and not simply using graduation as the sole metric for excellence?