Like many people, I also have a binder with material that takes me step by step through the proper admissions procedures. I also typed an outline of the process as a quick reference that I could look at before taking a student through the process.
All of our paperwork at our school is organized and checked on a regular basis to make sure it is under compliance.
This is my 3rd day working and learning about being an agent. I have met with most of the dept. heads to learn about their depts. and what they do. I still need to meet the teachers, but that will come in time, especially since some of them teach only in the evenings when I'm not here (yet).
I believe that when admissions teams and financial aid teams understand the processes of one another, they tend to work more cohesively. Each team is willing to work harder and have a united front regarding students because they understand the job that each team has. It makes for a very harmonious working relationship.
I know that we have an entire department dedicated to financial aid but it helps me to know what is being discussed during the student's meeting with those individuals. I think it just makes me more competent and aware of how my school works.
Great point Kristine, I think I will see if I can take advantage of this opportunity at the school I work for. Thanks!
I have a large binder that I have started and am currently putting all of the information in from the State Guidelines. This will prove to be useful in the weeks to come when I am going to start the actual "working" part of my job and questions arise. This will also be a helpful tool for new hire's to look at and borrow when they join the team as well.
What I will do is section all of my paper work to my knowledge so it'll be easier for me to not only understand what I have on file but to also have the correct information available at the apporiate time.
what's the BEST tip in keeping the process organized from the beginning?
If the FA Rep. sits in on the appointment with the Admissions Rep. and then the Admissions Rep. sits in on the appointment with the FA Rep., it keep both of you on the same page with the questions/answers that the potentional student has as well as what enrollment paperwork has/hasn't been completed yet.
Allison,
It certainly sounds like you have a very organized system.
Kimberly Stein
I have a binder that I keep track of all the students that I enroll. My binder consists of a list of all my students and a checklist of what I have received and not received from them. On a daily basis I make sure I collect all the documents needed to enroll them in to school. Once I have completed all documents from a student then there information gets stored in an individual folder for easy tracking. That way If I ever need to reference anything for them or anyone else within school I have files alphabetically. I also keep the state rules and regulations in the back of my binder just in case I need to reference them at anytime. Being very organized not only helps you but also helps be efficient with students.
Meeting with Directors on a regular basis keeps us all in touch with new processes..
I am new to the State of Ohio and to Admissions. I think making a binder with the rules and requlations is very resourceful. Like Dan said, I like the idea of the FA person and admissions working together. As a former student, I believe that the more assistance from staff the better the experience for the student.
Organization is key to everything I do, as rep for my school. Binders, dividers, flags, paperclips, etc. help me stay organized and prepared to meet with prospective students and provide them with the most up-to-date information.
I am currently learning from one of my fellow admissions reps how the paperwork is organized & what copies are filed where. I will also meet with FA & Registrars at some point during my training to discuss different aspects of their departments, & what paperwork needs to go to them, as well as the basics of FA.
To me,oganization is the key. We are all so busy and need to follow a strict process of paperwork and bookkeeping. Notes and binders are essential.
I am a new Admissions Rep, and I have read great replies on how to organize my paperwork.
I have organized all of my paperwork in a binder. Its tabbed by subject to make it an easy reference. I also have all of my schools policies and procedures in it as well.
We do something similar to this at our school as well. We are required to go around and interview all the heads of the departments to understand what their job is and how we all work together.
I organized admission process information into two binders. One includes all state and school guidelines. The other one, which has turned out to be more useful when talking to students, is set up to show how and why what I'm doing as an admissions agent works within both state and school guidelines. I feel this is crucial because it allows me to really let the prospective student know how the process will evolve and why we're asking for certain things from them.
