The Innovation Forge Podcast

The Number 1 Adaptive Enrollment Management Podcast

Data, marketing, and strategy converge to shape the future of Higher Education through Adaptive Enrollment Management. Whether you’re an enrollment manager, an ed tech professional, or someone excited about shaping the future of higher education, this podcast is your new workshop for forward-thinking ideas. We’ll be running two main types of episodes. First, From the Foundry, where I’ll read unabridged chapters from my book, The Innovation Forge. Think of it as your personal audiobook session—no subscription or separate download needed. In each reading, we’ll explore the principles of scoring systems, predictive modeling, and adaptive enrollment management, that can transform how institutions understand, recruit, and craft their incoming class. In the second type of episode we’ll have interviews featuring innovative leaders and artisans in data, marketing, admissions, and even specialized platforms like Slate. These 'Visiting Artisans’ are the people actively reshaping traditional practices, and together we’ll hammer out insights you can bring back to your institution or organization. We’ll talk about real-world applications, success stories, and challenges, all while highlighting the practical strategies that spark true innovation. Join me as we explore Adaptive Enrollment Management in The Innovation Forge Podcast. dysartisanalinnovations.substack.com

  1. 4d ago

    The Weekly Bellows: Before You Ask for One More Thing

    Before asking a student for another document, check the reason behind the request. This week pairs federal verification guidance with a careful review of college value claims, using a fictional campus story and a practical two-page worksheet. October 28, 2026 | The Innovation Forge Tessa, Omar, and Beth are fictional people at an unnamed college. Narration and illustrations are AI-generated. This general commentary does not determine an individual student’s aid eligibility. References 1. Federal Student Aid. “2027-28 Award Year FAFSA® Information To Be Verified and Acceptable Documentation.” Dear Colleague Letter GEN-26-06. October 26, 2026. https://fsapartners.ed.gov/knowledge-center/library/dear-colleague-letters/2026-10-26/2027-28-award-year-fafsar-information-be-verified-and-acceptable-documentation 2. U.S. Department of Education, Office of Postsecondary Education. “Free Application for Federal Student Aid (FAFSA®) Information To Be Verified for the 2027-2028 Award Year.” Federal Register 91(204), pages 66836-66839, document 2026-21678. October 23, 2026. https://www.govinfo.gov/content/pkg/FR-2026-10-23/html/2026-21678.htm 3. Bell, Lauren. “Five Lessons from State Leaders Leveraging Data to Improve Postsecondary Value.” Institute for Higher Education Policy. October 26, 2026. https://www.ihep.org/five-lessons-from-state-leaders-leveraging-data-to-improve-postsecondary-value/ Get full access to DysArtisanal Innovations at dysartisanalinnovations.substack.com/subscribe

    The Weekly Bellows: Before You Ask for One More Thing
  2. Oct 21

    S04 E22 The Hidden Operating System (Ep 6 of the 2026 Slate Summit Conference Insights Engine)

    The riskiest object is the one everyone forgot exists. In this episode of The Conference Insights Engine, David Dysart looks across Slate Summit 2026 sessions to examine the hidden operating system inside every Slate instance: rules, workflows, assignment lists, permissions, and legacy decisions. These objects may not be as visible as portals, campaigns, events, or reports, but they shape staff work every day. They route records, trigger processes, assign follow-up, protect data, preserve old assumptions, and determine how the instance actually operates. Featured Slate Summit sessions: * “Behind the Music: The Hidden Rules Powering Your Instance” — Nina Lifshey, Darian Quinn, and Drew Griffin; Carnegie and Rockhurst University * “Assignment Lists & Cadences” — Traci Giovinazzo, Colby Vere, and Benjamin Szabo; Technolutions * “Workflows: From Legacy to Universal” — Ken Higgins; Technolutions * “Written in Slate (Not Stone): Excavating Legacy Decisions and Building for Scale” — Raissa Diamante and Erin Gore; Harvey Mudd College and Huron * “Don’t Forget to Lock the Doors: Enhancing Security and Data Protection” — Nathan Vick, Emma Ortiz, Amy Shaiman, and Matthew Haugen; Asbury University, Miami University of Ohio Advancement, and Baylor University Undergraduate Admissions The episode introduces the Hidden Automation Audit: a practical way to document important Slate logic by object, type, trigger, population affected, owner, last review date, risk, documentation, and rebuild or retirement plan. Presented by The Innovation Forge. Get full access to DysArtisanal Innovations at dysartisanalinnovations.substack.com/subscribe

    S04 E22 The Hidden Operating System (Ep 6 of the 2026 Slate Summit Conference Insights Engine)
  3. Oct 21

    S04 E21 Signal Systems (Ep 5 of the 2026 Slate Summit Conference)

    An event is not over when the student leaves. In this episode of The Conference Insights Engine, David Dysart examines how Slate Summit 2026 sessions point toward a more mature way to think about events and portals: not just as registration pages, schedules, or attractive interfaces, but as signal systems. This episode draws from: * “Technolutions Training: Building a Keystone Event” — Robin Lancaster and Ben Willner, Technolutions * “Where’s My Camper: A Real-Time Attendance Tracking Solution” — Caleb Whitman and Ryan Herman, Southern Adventist University * “Event Schedules II: Personalized Schedules Without Custom SQL” — Nathan Vick, Asbury University * “We Walk the Line: Cutting Costs and Complexity in Event Management” — Taylor Frechette, Michael Doran, and Kelly Coffman, University of Georgia Undergraduate Admissions * “FanTABstic Portals: How to Build Them and Ways to Use Them” — Sarah Bundschuh and Rachel Haywood, University of Delaware Undergraduate Admissions The episode introduces the Event Signal Loop: a practical way to connect pre-event intent, registration data, attendance, in-event behavior, post-event follow-up, ownership, complexity, and conversion metrics. The core idea: events and portals become more valuable when they help staff understand what should happen next for attendees, no-shows, and high-intent participants. Presented by The Innovation Forge. Get full access to DysArtisanal Innovations at dysartisanalinnovations.substack.com/subscribe

    S04 E21 Signal Systems (Ep 5 of the 2026 Slate Summit Conference)
  4. Oct 21

    S04 E20 Governed Personalization (Ep 4 of the 2026 Slate Summit Conference Insights Engine)

    Governed Personalization is about making Slate communications more personal without turning every campaign into a maze of hidden logic, fragile Liquid, unclear populations, and messages nobody wants to maintain three months later. In this episode of Conference Insights Engine, David Dysart breaks down lessons from Slate Summit sessions on flexible drip campaigns, content blocks, Liquid markup, source governance, multi phase campaigns, portal strategy, and multi channel personalization. The core argument is simple: personalization does not scale because a message has clever conditional copy. It scales when the institution builds reusable, documented, testable decisions. This episode covers: • Why personalization can become production debt• How to separate query logic from presentation logic• When to use content blocks versus separate messages• Why source quality should determine what personalization is allowed• How suppressions, fallback copy, owners, and QA protect the student experience• What admissions teams can learn from advancement style recommendation models• How AI can support communications work without replacing governance The goal is better communication, fewer haunted merge fields, and systems your team can actually understand after launch. Conference Insights Engine is a series from The Innovation Forge that turns Slate Summit sessions into practical interpretation for enrollment management, admissions operations, Slate builders, and higher ed teams trying to make better decisions with better systems. Sessions Referenced 1. “Mastering Flexible Drip Campaigns for Email and Print,” presented by Mike Howie and Ross Struss from Hastings College. 2. “Solo Captain, Big Impact: Building Multi Phase Campaigns,” presented by Joshua Frankenfield from Shippensburg University of Pennsylvania. 3. “The Hitchhiker’s Guide to Content Blocks and Liquid Markup,” presented by Christopher Kwan and Karin Ente from Technolutions. 4. “So You Want To Be A Rock and Roll Star?” presented by Matthew Schieren from the University of Chicago. 5. “Slate Powered Giving Tuesday: Multi Channel Personalization for Annual Giving,” presented by Danielle Hupp and Daniel Porter from Kent State University. #SlateCRM #SlateSummit #EnrollmentManagement #HigherEd #Admissions #TheInnovationForge #ConferenceInsightsEngine #MarketingAutomation #Personalization #HigherEdMarketing Get full access to DysArtisanal Innovations at dysartisanalinnovations.substack.com/subscribe

    S04 E20 Governed Personalization (Ep 4 of the 2026 Slate Summit Conference Insights Engine)
  5. Oct 20

    S04 E18 From Signal to Action (Ep 3 of the 2026 Slate Summit Conference Insights Engine)

    In this episode of Conference Insights Engine, David Dysart breaks down one of the biggest questions facing advanced Slate teams: when does behavioral data become actionable enough to change outreach? Clicks, portal logins, event attendance, aid page views, parent engagement, and vendor signals can all tell us something. The harder work is deciding what they mean, who owns the next step, what action is allowed, what should be suppressed, and how success should be measured. This episode focuses on the shift from signal collection to governed action. A dashboard is useful. A score can help. A query can surface a group. None of those replace a clear action policy. Featured Summit sessions referenced The first is “Student Signals, Stranger Things, and the Path to Personalized Outreach,” presented by Moni Nann and Ben Parsons from College of the Holy Cross, with Courtney Buckner and Katy Remich from ZeeMee. The second is “From Insight to Action: Using Behavioral Data to Power Targeted Campaigns,” presented by Aimee Celentano and Amanda Marsili from Roger Williams University Undergraduate Admissions, with Megan Gabbard from Capture Higher Ed. The third is “All the Small Clicks: Conversion Rate Optimization Lessons from Ads to Applications,” presented by Lillie Miller, Michael Doran, and Launa Smith from the University of Georgia Undergraduate Admissions. And the fourth is “Adapting to Yield Volatility: Using Data and Technology to Shape the Right Class,” with Catie Clark from Niche, Christie Smith from Alfred University, Olivia Nash from the University of the Pacific, and Ally Metcalf from the University of Tulsa. Themes include student signals, behavioral data campaigns, conversion rate optimization, yield volatility, personalization, melt risk, and the operating discipline needed to turn engagement data into better student support. Key idea: If you cannot finish this sentence, the signal is not ready to drive outreach: “When this happens, we believe it may mean this, so this owner may take this action through this channel within this timeframe, unless these suppressions apply, and we will judge success by this measure.” Presented by The Innovation Forge. Get full access to DysArtisanal Innovations at dysartisanalinnovations.substack.com/subscribe

    S04 E18 From Signal to Action (Ep 3 of the 2026 Slate Summit Conference Insights Engine)
  6. Oct 19

    S04 E17 Query Ladder (Ep 2 of the 2026 Slate Summit Conference Insights Engine)

    Query literacy is now part of the craft of modern Slate work. In this episode of Conference Insights Engine, David Dysart introduces the Query Ladder, a practical learning path for Slate teams that need better shared vocabulary around reporting, audiences, lists, workflows, dashboards, and analysis. The central idea is simple: query logic is institutional logic. A query can decide who gets a message, who appears on a counselor list, who is counted in a funnel, who triggers a workflow, and who is missing from a report. That means teams need to understand more than which buttons to click. This episode covers: * Asking the question clearly * Choosing the right base and row grain * Understanding direct joins * Knowing when one to many data requires subqueries * Using advanced comparison logic carefully * Building reusable query assets * Teaching and governing the pattern Featured Slate Summit sessions include Fantastic Data & Where to Find It, Yes, You Need to Know Configurable Joins, But Why Subqueries, A Join Named Sue, and Query Grab Bag. The takeaway: pick one important query your office uses. Open it. Ask what the base is, what one row represents, where duplicates can enter, and whether another person could explain the logic six months from now. Presented by The Innovation Forge. #Slate #SlateSummit #EnrollmentManagement #Admissions #ConferenceInsightsEngine Get full access to DysArtisanal Innovations at dysartisanalinnovations.substack.com/subscribe

    S04 E17 Query Ladder (Ep 2 of the 2026 Slate Summit Conference Insights Engine)

About

Data, marketing, and strategy converge to shape the future of Higher Education through Adaptive Enrollment Management. Whether you’re an enrollment manager, an ed tech professional, or someone excited about shaping the future of higher education, this podcast is your new workshop for forward-thinking ideas. We’ll be running two main types of episodes. First, From the Foundry, where I’ll read unabridged chapters from my book, The Innovation Forge. Think of it as your personal audiobook session—no subscription or separate download needed. In each reading, we’ll explore the principles of scoring systems, predictive modeling, and adaptive enrollment management, that can transform how institutions understand, recruit, and craft their incoming class. In the second type of episode we’ll have interviews featuring innovative leaders and artisans in data, marketing, admissions, and even specialized platforms like Slate. These 'Visiting Artisans’ are the people actively reshaping traditional practices, and together we’ll hammer out insights you can bring back to your institution or organization. We’ll talk about real-world applications, success stories, and challenges, all while highlighting the practical strategies that spark true innovation. Join me as we explore Adaptive Enrollment Management in The Innovation Forge Podcast. dysartisanalinnovations.substack.com