Scholarship management 102: All about the workflow slides
- 1. Scholarship Management 102 All About The Workflow Efficiently Managing Your Application Process Hannah Cameron Content Marketing Specialist FluidReview Shannon McCluskey Marketing Specialist FluidReview
- 3. ● Let’s hear from the Admins - Survey Results ● How Can You Improve Your Process? ● What an Online Platform Looks Like! ● The Summit Foundation Shares Their Application Process ● Q&A Total Time: 30 mins and 10 mins for Q&A #FluidProcess Today’s Agenda
- 4. Collecting and Managing Scholarship Applications Common Administrative Pain Points
- 5. #FluidProcess Administrative Survey 2016 The survey asked scholarship providers what they thought of their current application processes, how they currently collected applications and what their biggest challenges were. ● Over 460 responses were collected
- 6. #FluidProcess 48%Organizing Applications What are the biggest challenges you face in your application process?
- 7. #FluidProcess 43%Managing Paper What are the biggest challenges you face in your application process?
- 8. #FluidProcess 40%Reporting What are the biggest challenges you face in your application process?
- 9. #FluidProcess Of organizations are still using paper based processes 25%
- 10. #FluidProcess Of organizations have a partially online, partially paper based application process 48%
- 11. Collecting and Managing Scholarship Applications How can we overcome these challenges?
- 12. #FluidProcess#FluidProcess 1. Centralize your application process online BetterOutdated Ideal Paper, mail & fax Online forms & email Online application portal
- 13. #FluidProcess#FluidProcess ● Ensure an accessible online application experience ● Simplify the administration process with the ability to collect applications, manage the review process and communicate with applicants, reviewers and recipients through a single solution 1. Centralize your application process online
- 14. #FluidProcess#FluidProcess 2. Right Tools for the Task ● Your process should fit to your needs, you shouldn’t have to adjust your process to fit to it ● Use tools that were designed for the task, and your applicant, reviewer, and admins will have a better experience and save time
- 15. #FluidProcess#FluidProcess 3. Automate administrative tasks Automations and triggers can help your process run itself... If x + y then z
- 16. #FluidProcess#FluidProcess Today, almost every part of an application process can be automated: ○ Application sorting and organization ○ Applicant notifications and follow-up ○ Letters of reference ○ Reviewer assignments ○ And more.. 3. Automate administrative tasks
- 17. #FluidProcess#FluidProcess 4. Identify your key metrics ● Determine what’s most important to track (# of applicants, quality of applications, etc) ● Archive and compare data from year to year ● Create a reporting structure that makes it easy to collaborate and share
- 18. #FluidProcess#FluidProcess 5. Test your process Take on the role of... Applicants Reviewers
- 19. #FluidProcess#FluidProcess ● Test internally and externally ● Examine your process from the perspective of all stakeholders: applicants, reviewers and administrators ● Troubleshoot issues before going live 5. Test your process
- 20. Collecting and Managing Scholarship Applications Let’s Build a Workflow
- 21. #FluidProcess Summary Centralize your Process Online1 Right Tools for the Task2 Automate Redundant Tasks3 Identify Key Metrics4 An improved workflow process = Happy Admins Less Administrative Workload More Insight and Control Into Your Process Testing Your Process5
- 23. Established in 1984, The Summit Foundation is a community foundation dedicated to improving the quality of life for residents and guests of Summit County and Neighboring Communities. The Summit Foundation
- 24. • An outdated process • Expensive costs for parents • Heavy administrative workloads • No reporting or insight into their process Challenges
- 25. • Implemented FluidReview to manage the application process • Started reporting on key metrics • Admins have gained insight into the entire process • Less administrative workloads Solution
- 26. The Summit Foundation “Talk about saving trees — it was amazing the piles and piles of paper students were sending and reviewers were going through. It was so much easier to review. It just worked for everybody, paper piles are really old fashioned.” “If you just think of the nature of how it was before, sorting through the stack of paper and entering that by hand would have taken days. Now we save a ton of time and don’t need to worry about human error as we did with manually entering stacks of paper to a spreadsheet”
- 27. So what’s next?
- 28. Book a free 15 minute consultation call with our experts to learn how to begin simplifying your scholarship application process with FluidReview! ymonkey.com
- 29. Join us for Scholarship Management 103: Awarding the Best Applicants How to Simplify your Review Process July 26th, 2016 @ 2 PM Eastern Time
- 30. Q&A Submit your questions in the chat box, or reach out on Twitter with #FluidProcess
- 31. Thank You!