I created a bid binder with all of this information. I also tabs the material to make it easier to find.
Staying organized with all the paperwork and information that is related to completing the admissions process according to state guidelines is very important.
Keeping different folders with specific paperwork regarding different processes or a binder is a good way to stay organized.
You can also make a checklist of different documents that are needed to complete a file.
I got a binder and printed off everything I could that was applicable to the process and keep it in the binder. I refer back to it on occassion just to make sure I have not forgotten anything. Then, before passing it on I check the admission folder on the new student to make sure that I have everything in the file that is needed to be in compliance.
In my binder I am also going to have dividers for each section that we check off our "list". This is where I will keep the examples, discriptions and updates for each item or step that is part of our check off list.
A three ring binder contains all of the necessary information for the admissions process. In addition, a check list is used when enrolling students.
I have a large binder with all the required paperwork necessary for the enrollment process. I also met with current admission advisers to better understand the process. I met the the FA Director as well.
I have each of the forms that are required to be completed by students in a separate area in my filing cabinet. I have the checklist that is required to be completed by the Agents first, and then all of the other forms follow in order. Therefore, when I get to that step in the Interview Process, I can easily access all the required forms for students and agents alike and check them off as they are completed. This not only makes the process go smoothly, but ensures that each form is completed correctly and efficiently.
I have a large binder that contains the specific requirements for all of the states that we recruit students from encluding Ohio. It contains not only admissions requirements per state but also refund policies and financial agreements for each state. Since there are so many state specific requirements the binder has tabs seperating the states where there is a convenient "highlights" outline page so I can quickly see the specifics of what is needed in that state.
I keep a folder with any updated info and make sure I am familiar with any changes that occur.
I have added our Admissions guidelines and check off list to my resource notebook. Ohio's state guidelines are included in our Admissions guidelines paperwork.
We now have a binder has state guidelines and procedures. We have our training manual with updated bulletins. We also have an enrollment plan of action that is reviewed with each prospective student.
Deborah:
This sounds like an excellent method of organizing your information.
OUr binder contains a copy of the state's policies and guideline in the front for a quick reference and is coded in red which represents 'state mandates' to us. A properly completed sample set of paperwork is next which includes our financial agreement, enrollment requirements, refund policies and more are in the next section coded in blue which represents 'school policy' to us. All of our agents took time to become familiar with the paperwork in the binder and all comments and questions were addressed.
I have a large binder with the state rules and regulations in it, the policies and procedures of the admissions department and a checklist of the admissions process, according to state and my college's rules. I included an example of a completed enrollment agreement. Also, I sat down with the financial aid director and had her explain the financial aid process to me from beginning to end and placed that information in the binder.
