The Transfer Maturity Curve is powered by seven best practices which span the student’s life cycle starting with foundation, moving to awareness, and ending with yielding and supporting transfer students.
This tool is designed for partners to assess progress towards optimal adoption and strategic utilization of Transfer Portal and prioritization of transfer best practices over time.
How to use the maturity curve to advance your transfer strategy
In this assessment, you can rate the level of maturity, from Absent to Transformative, that best describes your institution. As you make your ratings, provide further detail.
Before you get started, make sure you:
- Watch the on-demand training
- Download assessment questions and data discovery process guide
- Check out the Evaluating Transfer Portal Impact at Your Institution Toolkit to see what kind of impact can be achieved through optimal adoption and strategic utilization of Transfer Portal.
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How to get the most out of the maturity curve?
-Understand your transfer student success and enrollment goals and use them to prioritize
-Assess at the institutional level
-Align recommendations to action steps within your Transfer Portal team
-Revisit annually to evaluate progress and adjust when needed
Strategic Resources
Prioritize institutional support for transfer students
- NISTS Guide for Gathering Transfer Data
- Enrollment Management Committee Charge and Structure Example
- Transfer Portal Overview Template
- Training Session Sample Agenda
- Training Presentation Template
- Transfer Portal FAQ Template
- Transfer Portal Demo Script Template
- Oregon State University: Transfer Advisory Council – How to Amplify your Voice
- Northern Arizona University – Data Sharing Agreement Example
- Steps to Setup a Data Sharing Agreement
Build community college partnerships and transfer pathways
- 2-Year Partnership Development Toolkit
- 30 Key Activities to Build Enduring 2-Year Partnerships
- Community College Interview Guide Template
- Community College Tracker Excel Template
- Aligning Transfer Portal With 2-Year College Priorities
- Transfer Portal 2-Year Advisor Overview Template
- Sample Agenda: 2-Year Partner Executive Meeting Template
- AACRAO Guide to Articulation Agreement Best Practice
- Example: Portland State Articulation Agreements Guidelines Manual
- Engaging Faculty in the Transfer Process: 6 Steps for Success
- Hunt Institute: Attainment for All-Postsecondary Pathways – Reverse Transfer
- Indiana Commission for Higher Education: Reverse Transfer-Context and Policy Guidance
- Harper College – Data Sharing Agreement Example
Create transfer-friendly website and provide self-services resources
- NISTS – How to Create and Sustain a Transfer-Student Centered Web Presence
- EAB Web Presence Optimization Toolkit
- EAB Transfer Website Audit Overview
- EAB Transfer Website Audit Excel Template
- Toolkit for Building Transfer Guides
- Make the Most of your Virtual Tour
- 3 Website Priorities for Enrollment Leaders
- Example Transfer Websites
- EAB – Enrollment Optimized College Website Self Test
- EAB – Higher Education Website Optimization Strategy
Promote transfer and provide detail on cost, credit, and completion
Qualify and engage prospective transfer students
Conduct timely and consistent credit evaluation
Provide early transfer advising, onboarding, and support
- Tackling Transfer: Transfer Advising—Sharpening a Powerful Tool for College Success and Equity
- Tackling Transfer: Transfer Advising Strategy Planning Tool
- Student Journey Mapping Overview
- Student Onboarding Process Mapping Instructions
- Student Onboarding Process Mapping Excel Template
- Transfer Student Survey Questions Template
- Transfer Student Focus Group Questions Template
This resource requires EAB partnership access to view.
Access the tool
Learn how you can get access to this resource as well as hands-on support from our experts through Transfer Portal.
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