This toolkit is designed to help leaders, facilitators, and champions across USU introduce the OneUSU CRM initiative to their teams. You’ll find clear messaging, helpful visuals, and ready-to-share content to support consistent communication and build excitement across the institution.
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OneUSU CRM Overview Briefing Deck (PowerPoint)
In this deck, you’ll find:
- A high-level overview of the OneUSU CRM initiative
- Key benefits for students, staff, and the institution
- A timeline and what to expect
- Support and resources
- Talking points and FAQs for team conversations
How to use this deck:
- Before the Meeting
- Review the slides and tailor them to fit your team’s needs
- Add this update to your upcoming team meeting agenda
- During the Meeting
- Set the context for why this information matters
- Present the slides
- Invite questions and discussion
- After the Meeting
- Share the slides and the quick reference one-pager included below
- Remind your team to watch for future updates and communications
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OneUSU CRM Overview One-Pager (PDF)
In this quick reference one-pager, you’ll find:
- A high-level overview of the OneUSU CRM initiative
- Key benefits for students, staff, and the institution
- A high-level timeline and what to expect
- Talking points and FAQs for team conversations
How to use this one-pager:
- Review and become familiar with the information
- Add a OneUSU CRM update to your upcoming team meeting agenda and share these details
- Distribute the one-pager to your team leaders via meeting, email, or direct message, asking them to review and share the information with their teams
- Set the context in your meeting or message by explaining why this information is important
- Invite questions and discussion
- Remind your team to watch for future updates and communications