UPCEA Member Welcome: Onboarding 101
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UPCEA is YOUR Community
UPCEA members are part of a powerful group of over 14,000 colleagues, thought leaders and friends who truly "get" what it means to work in online, professional, and continuing education. UPCEA has the knowledge and resources colleges and universities need to serve adult, online, and non-traditional learners.
Who Are UPCEA Members?
UPCEA members are leaders in professional, continuing, and online (PCO) and include deans, administrators, marketing professionals, program directors, instructional designers, directors, and more from universities and colleges large and small, including the largest public and private institutions to smaller regional master's, baccalaureate and special focus schools. Rosters are unlimited and can include any professional staff (including faculty) in your organization. UPCEA Corporate Memberships are available to companies that provide solutions within online, professional, and continuing education.
Duration
The completion time for reading this onboarding information and finishing the action items on the checklist is 1 hour. Visiting all the links provided will expand your completion time.
Action Items
Participants will download a checklist to complete a series of steps in Onboarding 101 to manage their member profile and engage with peer members. Once the steps are completed, participants will have the option to use it to help them fill out and submit an electronic form to be entered for UPCEA's annual conference prize drawing.
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UPCEA Member Onboarding 101
Acknowledge Understanding to Continue
Acknowledge Understanding to Continue
The content in this onboarding is for your own benefit and your member actions in this module will not be shared with others.
Onboarding 101 Checklist (Download)
Open to download resource.
Open to download resource.
Use this checklist to guide yourself through Onboarding 101.
UPCEA Glossary (Download)
Open to download resource.
Open to download resource.
To get the most out of your membership, download and read this glossary.
UPCEA Membership Benefits Matrix (Download)
Open to download resource.
Open to download resource.
We recommend approaching membership from a Learn-Know-Do lens.
For example:
Learn with exclusive research and professional development
Know peers and leaders in our field through our networks and recognition
Do whatever it takes to help each other advance professional and organizational goals by collaborating, leading, and mentoring
This membership matrix has the word Learn, Know, or Do in the top right of each page to help you determine what your next best step is in your membership journey.
Suggested Membership Pathways (Download)
Open to download resource.
Open to download resource.
UPCEA has an immense amount of content and it can be challenging to know where to begin.
Yes, we do recommend Learn-Know-Do as your membership journey lens, but what a person does when they're new to a role or the association is different from what they might want as an experienced professional. Likewise, the executive suite might have goals that differ as well. This is why we developed this handout with three tiers of suggested membership pathways: Emerging - Mid-Senior.
We hope it inspires to you chart your unique pathway through membership.
Members Only Resources
Read and Mark as Complete to Continue
Read and Mark as Complete to Continue
This content addresses: What is available to UPCEA members?
Managing Your Member Profile
Acknowledge Completion of Reading to Continue
Acknowledge Completion of Reading to Continue
Your member profile should include key business information such as your name, email, job title, contact information, and anything relevant for you to sign up for UPCEA events.
If you are doing a transaction, such as registering for an event, you will need to use this profile section.
Collaborative Online Relationships (CORe) Profile
Read and Mark as Complete to Continue
Read and Mark as Complete to Continue
CORe is your netwoking communication hub with all members.
Your CORe profile is your virtual business card to share with other members, and CORe is where you will interact with them and be able to find curated content for your professional needs.
Join a Peer Network
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Mark as Complete to Continue
One of the most robust membership benefits is the ability to share your knowledge, skills, and abilities with your UPCEA peers.
Regions (Overview)
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Mark as Complete to Continue
Everyone is already part of a Region in membership.
Opportunities for Networking, Knowledge Enhancement, Career Growth
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Mark as Complete to Continue
Between getting to know the UPCEA team, servant leadership opportunities, awards, and events there are a variety of ways to engage to get the most out of your membership.
Events
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Mark as Complete to Continue
UPCEA hosts a variety of formal and informal events throughout the year, including our annual conference.
Congratulations!
Mark as Complete to Finish Onboarding 101
Mark as Complete to Finish Onboarding 101
If you are a general member of UPCEA, you have completed UPCEA Onboarding.
(The remaining modules are for folks who manage their membership for their institution.)
You will be automatically entered into the annual drawing if you have completed the action items.
Onboarding for Institutional Representatives (IRs) and IR support teams (IR assistant, Alternative IR)
Welcome to the UPCEA Institutional Representative (IR) role.
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Mark as Complete to Continue
Now that you have completed the Onboarding 101 members section, this is where those who pay for and manage their institution's membership learn more about the IR role in managing your organizational membership and roster.
Considering your membership goals
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Mark as Complete to Continue
Think for a moment about why you joined UPCEA, and then read this section to create your plan of action.
You and your institutional personas
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Mark as Complete to Continue
This section is to help you understand when to toggle to your persona or your organizational one.
Create Your Lists
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Mark as Complete to Continue
This section is to help you in creating your team to manage your roster and organizational communications.
Pro-Tip: Your reach is beyond your unit.
Your Roster and Management Plan
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Mark as Complete to Continue
Every professional who works at your organization is included in your membership.
Spreading the Word
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Mark as Complete to Continue
This content area has text you can share with HR and across your organization with professional staff, faculty, and administrators to grow your organizational roster of active members. There is no limit to the number of active members you can engage!
This section includes the UPCEA Welcome series of five messages that each IR can customize and share across your organization (not solely for your department). If these look familiar to you, these messages are emailed to all new IRs when you join UPCEA. We include them here for future use.
Your senior leadership
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Mark as Complete to Continue
Who at your institution is leading enterprise innovation in online learning?
Membership - Fiscal Year and Renewals
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Mark as Complete to Continue
Membership begins July 1 of each year and ends on June 30 of the following calendar year.
Renewal is annual.
Directions for IRs/IR Teams - Register Another for an Event
Open to download resource.
Open to download resource.
One of the many tools at your disposal as an institution representative is to help your members register for events.
Many IR Assistants are departmental administrative assistants and often book events/travel for senior leaders. You can do this with your UPCEA membership, too!
Download this document for step-by-step instructions.
