Client Services

On-Site Training

Here at CSO we work hard to make our trainings and consultations easy and convenient for you and your staff to attend, which is why we provide most of our services in an online format.

We also understand that in certain situations on-site trainings and consultations can provide added value, so we’ve developed flexible, comprehensive and cost effective on-site training and consultation courses just for you! Our training and consultation courses are specifically designed and structured to meet the unique needs of the different office types we serve. We invite you to peruse the course titles and contents provided below to determine which course(s) would be a good fit for your office’s on-site training needs!

CSO On-site Training Course Options:

Frequently Asked Questions:

How do we schedule an on-site training course?

To arrange an on-site training course please email us at sales@csoresearch.com with the subject line “On-site Training Course Request” and include the following information:

  • Office name and contact person
  • Desired training course(s)
  • Preferred date range
Are there any pre-requisites for the training courses?
Yes.

Your office will determine a designated point person who will be responsible for working with CSO to plan and coordinate the on-site training.

After scheduling your training course and before our visit, there will be a required pre-planning call with your Client Relations and/or Implementation Manager to design your on-site training and consultation agenda.

What technical requirements do we need to consider when scheduling meeting space?

All training and consultation courses will require a conference room or computer lab with internet access and a projector.

Will training materials be provided?

If the selected training course includes associated training materials, those training materials will be provided in a PDF format.

How do the course fees work?

We charge an all-inclusive price based on a number of instruction days + our CSO representative’s travel and lodging expenses. We do not charge per attendee. We encourage you to provide convenient, cost-effective lodging options, such as your campus guest house or other on-campus accommodations.

How will we be billed?

The all-inclusive price can be worked into your overall CSO license fee or paid for in advance.

Create Your Own Custom Training Course

These courses are designed to allow you and your team to choose several topics that will be most beneficial to you and build a training and consultation course around them.  We offer several different types of course topics so you can decide which format is the best for you.   Training will be conducted by one (1) CSO Trainer, Client Relations or Implementation Manager.

  • Custom Training Course Fee:
    • $2,300 USD/first day and $1,500 USD/each additional day
  • Popular Custom Training Course Topics (select from the below topics or come up with one or more of your own):
    • Reports
    • Surveys
    • Managing Activity Records (Observations, Placements…)
    • Mass Email / Site Communication
    • Marketing Ideas and Site Options
    • Mastering Tools and Setup / Personalization of your site
    • Career Events / Schedules
    • Check-in
    • Co-op/Intern
    • Mentor/Faculty
    • Site Clean-up

Custom Training Course – HALF DAY

  • Course Description:
    • A shorter version of the Custom Training course, containing 2-3 topics of your choice.
  • A Half Day Custom Training Course is right for you if…
    • You would like custom training to fit a smaller budget.
    • You only need training on 2-3 topics (instead of 4-5 topics in a full training).
  • Training Goals:
    • Understand the selected topics and features.
    • Feel comfortable using the selected features.
  • Prerequisites:
    • Complete an on-site planning call to design a customized agenda for your training.
    • Watch relevant training videos.
  • Typical Agenda – Half Day Custom Training
    • One session covering each of your selected topics with time for questions and customized examples in your site.

 Custom Training Course – FULL DAY

  • Course Description:
    • This course includes training on 4-5 topics of your choice.
  • A Full Day Custom Training Course is right for you if…
    • You would like one-on-one person training for your office.
    • You have several topics that you would like to cover in a more personalized setting.
  • Training Goals:
    • Understand the selected topics and features.
    • Feel comfortable using the selected features.
  • Prerequisites:
    • Complete an on-site planning call to design a customized agenda for your training.
    • Watch relevant training videos.
  • Typical Agenda – Full Day Custom Training
    • One session covering each of your selected topics with time for questions and customized examples in your site.
More about creating your own custom training course

Full Site Review Course: Getting the Most out of Your System

This course includes a full site review conducted on-site by  one (1) Client Relations Manager.  The Client Relations Manager will cover features and functions you are utilizing effectively, as well as others you are under-utilizing or not utilizing in your site, and will review suggested changes that may help streamline your site.

  • On-Site Site Review/CRM Consultation:
    • The visit length will vary between one to two days depending on your site review results.
  • Course Fee:
    • $2,300 USD/first day and $1,500 USD/each additional day
  • A Full Site Review Course is right for you if…
    • You feel your site is in need of a good cleanup and would like in-person training to go along with it.
    • You have never had a site review, or haven’t had one in several years.
    • You want to make sure you are using the CSO System to its fullest capabilities.
  • Training Goals:
    • Understand the current features and functions of your site, as well as additional features and functions you may want to begin using.
    • Understand recommended methods of system upkeep and have plans to put recommended processes/methods in place.
    • Have increased knowledge of new CSO System features and best practices from other schools.
  • Prerequisites:
    • Complete an on-site planning call to design a customized agenda for your training.
  • Typical Agenda – Full Site Review
    • Review utilized and under-utilized areas of your site. (Within time constraints, we can demo any areas not currently in use to determine if they would be helpful for you.)
    • Review areas of your site that may need clean-up or adjustments to help streamline and improve the functionality of your site.
    • Assist with clean-up and customizations and train you and your staff to help maintain your site in the future.
More about a full site review course

Group Forums

These courses are designed for several schools located in the same area that would like to collaborate on a custom training program with topics of your choosing. This is essentially a customized roundtable for you and other schools in your area.  Training will be conducted by two (2) CSO Professionals.

One Day Training Forum

  • Course Description:
    • This course is designed for one full day of training with all schools in attendance. This training will cover topics defined by you and other attending schools.
  • Course Fee:
    • $2,300 USD
  • A One Day Training Forum is right for you if…
    • You work closely with several other schools in your area and can define shared common topics from which everyone can benefit.
    • Your office has a smaller budget, but would like in-person training and is willing to collaborate with other schools in the same situation.
    • You find larger group forum discussions beneficial.
  • Training Goals:
    • Feel comfortable using the selected features/functions.
    • Have enhanced insight from group discussion of selected topics.
  • Prerequisites:
    • Identify a group of schools in your area interested in attending the training.
    • Make plans for a location that will suit the needs of the number of people planning to attend.
    • Complete an on-site planning call to design a customized agenda for your training.
  • Typical Agenda – One Day Training Forum
    • Sessions covering each of your selected topics with time for questions and to show customized examples in an attending school’s site.
    • Sessions allowing for discussion amongst you and the other schools in attendance about your selected topics.

 Two Day Training Forum

  • Course Description:
    • This training includes one full day of training for you and other schools in attendance and a second day of training allowing for each school to have one-on-one time with the CSO Professionals. Topics covered are selected by you and other schools in attendance.
  • Course Fee:
    • $3,800 USD
  • A Two Day Training Forum is right for you if…
    • You work closely with several other schools in your area and can define shared common topics from which everyone can benefit.
    • Your office has a smaller budget, but would like in-person training and is willing to collaborate with other schools in the same situation.
    • You find benefit in a group forum, but also want some one-on-one training.
  • Training Goals:
    • Feel comfortable using the selected features/functions.
    • Have enhanced insight from group discussion of selected topics.
    • Have enhanced insight and system knowledge from one-on-one time with the CSO Representative.
  • Prerequisites:
    • Identify a group of schools in your area interested in attending the training.
    • Make plans for a location that will suit the needs of the number of people planning to attend.
    • Complete an on-site planning call to design a customized agenda for your training.
  • Typical Agenda – Two Day Training Forum
    • Day One: Full day of training and discussion on your selected topics.
    • Day One: One-on-one time with the CSO Trainer.
More about group forums

New Module/Add-On Implementation Courses

Choose one or more modules to implement and we will provide the complete in-person training, setup and implementation process of the selected module(s) with you and your team. The visit time will vary depending on the module(s) selected.  Training will be conducted by one (1) CSO Client Relations or Implementation Manager.

  • Course Fee:
    • $2,300 USD/first day and $1,500 USD/each additional day
  • Modules/Add-ons Offered:
    • Co-op/Intern
    • Check-in
    • Enterprise
    • Schedules
    • Career Events
    • Faculty
    • Mentor
  • A New Module/Add-On Implementation Course is right for you if…
    • You need specific module(s) launched quickly.
    • Have a large staff that will be using the module(s) and would like CSO to provide training with them on the module(s).
  • Training Goals:
    • Know how to use, set up, and implement your new module(s).
    • Be able to train new staff on the functionality of the new module(s).
  • Prerequisites:
    • Complete an on-site planning call to design a customized agenda for your implementation.
    • Watch relevant training videos.
  • Typical Agenda – New Module/Add-On
    • Training on how the module works
    • Discuss customization options
    • Apply customizations
    • Training on fully customized module, walking through intended processes
    • Final Questions / Review
More about module/add-on implementation courses

New Site Implementation Options (Fast, Full, and Portioned Tracks)

These  courses are designed to help you and your office launch a new CSO System with  the on-site assistance of your CSO Implementation Manager.  We provide the following Training Tracks so  that you can choose the option that best suits you and your team: Fast, Full,  or Portioned.

Fast Track (Small Offices)

  • Course Description:
    • The Fast Track option is specifically designed for small offices and provides a three-day on-site visit by one (1) CSO Implementation Manager.
  • Course Fee:
    • $3,500 USD
  • A Fast Track Training Course is right for you if…
    • You are a small office (1-10 people).
    • You have minimal or no data to import and a quick launch turnaround time.
    • You feel you and your team learn better with in-person training.
  • Training Goals:
    • Have a CSO System that is customized to your specifications.
    • Understand the basics of your new CSO System.
    • Feel comfortable enough navigating your CSO System to share knowledge with other staff members and future system users.
  • Prerequisites:
  • Typical Agenda – Fast Track
    • Day One
      • Morning
        • Getting Started with Student and Admin Training
        • Student and Admin Customization Session
      • Afternoon
        • Getting Started with Employer, Contact and Job Training
        • Employer, Contact and Job Customization
    • Day Two
      • Morning
        • Getting Started with Activity Training
        • Activity Records Customization Session
        • Review of Materials to complete (i.e. imports, major lists…)
      • Afternoon
        • Mastering Tools
        • Reporting / Mass Emails
        • Final Cutomization Session
    • Day Three
      • Morning
        • Full review of your now customized site
        • Follow-up Items (Example, Data Conversion)

Full Track (Medium to Large Offices)

  • Course Description:
    • The Full Track course is specifically designed for medium to large offices and provides a five-day on-site visit by one (1) CSO Implementation Manager.
  • Course Fee:
    • $5,500 USD
  • A Full Track Training Course is right for you if…
    • You would like to expedite the traditional online 4-6 week implementation process.
    • You have intricate office processes and feel it would be better explained and worked through in person during on-site training and consultations.
    • You feel like you and your staff would receive a more tailored training experience in person.
  • Training Goals:
    • Have a CSO System that is customized to your specifications.
    • Understand the basics of your new CSO System.
    • Feel comfortable launching your site and managing it moving forward
  • Prerequisites:
  • Typical Agenda – Full Track
    • Day One
      • Getting Started with Student and Admin Training
      • Student and Admin Customization Session
    • Day Two
      • Getting Started with Employer, Contact and Job Training
      • Employer, Contact and Job Customization
    • Day Three
      • Getting Started with Activity Training
      • Activity Records Customization Session
      • Review of Materials to complete (i.e. imports, major lists…)
    • Day Four
      • Mastering Tools
      • Reporting / Mass Emails
      • Final Customization Session
    • Day Five
      • Final Walkthrough – Full review of your now customized site
      • Discuss follow-up Items (Example, Data Conversion)

Portioned Track (All Office Sizes)

  • Course Description:
    • This course is designed for all office types and provides a one-day on-site visit by one (1) CSO Implementation Manager. The Portioned Track only covers the Final Walkthrough consultation of your implementation.
  • Course Fee:
    • $1,500 USD
  • A Portioned Track Training Course is right for you if…
    • You will be going through the traditional online 4-6 weeks process but would like to walk through your customized system in person with your Implementation Manager.
    • You feel the system setup you’ve developed online in concert with your Implementation Manager would come together most effectively for your team if the final walkthrough was conducted as in-person training.
  • Training Goals:
    • Feel comfortable with your new CSO System.
    • Feel ready to launch your CSO System and share it with all users.
  • Typical Agenda – Portioned Track
    • Day One
      • Personalized walkthrough of the site, reviewing all of the customizations that have been made in your previous consultations
      • Review any outstanding items that need to be addressed prior to your launch
      • Answer final questions
More about site implementation courses

Staff Training Course

This course is designed to help an office with new staff or a new CSO Lead learn the ins and outs of your new site, along with making any additional needed customizations.  Training will be conducted by one (1) CSO Trainer, Client Relations or Implementation Manager.

  • Course Fee:
    • $2,300 USD/first day and $1,500 USD/each additional day
  • A Staff Training Course is right for you if…
    • You have a large number of new staff in your office.
    • You have taken over a CSO site and need basic training yourself.
    • You want CSO to assist in training your administrator users who were not involved in the implementation process.
  • Training Goals:
    • Feel comfortable with your CSO System.
    • Have established a CSO Lead and CSO System best practices.
  • Prerequisites:
    • Complete the on-site planning call to design a customized agenda for your training.
    • Review our staff page.
  • Typical Agenda
    • Conduct basic trainings on the function and uses of your site.
More about staff training