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Scholarship Management 103
Awarding the Best ApplicantsLearn How to Drastically Simplify Your Review Process
Hannah CameronContent Marketing SpecialistFluidReview
Shannon McCluskeyMarketing SpecialistFluidReview
@getfluidreview#FluidProcess
● Simplifying your review process by moving it online
● 5 best practices for managing a review process
● University of Ottawa’s streamlined review process
● Q&A
Total Time: 30 mins and 10 mins for Q&A
#FluidProcess
Today’s Agenda
How can we get started?
#FluidProcess#FluidProcess
Centralize your application process online
BetterOutdated Ideal
Paper, mail & fax Online forms & email
Online application & review portal
#FluidProcess#FluidProcess
● Ensure an accessible online review experience
● Simplify the review process with the ability to automate reviewer
assignments, manage the review process and communicate with
reviewers through a single solution
Centralize your application process online
Scholarship Management 103
5 best practices for managing a review process
#FluidProcess#FluidProcess
1. Standardize the review process
Scholarship 1
Scholarship 2
Scholarship 3
Scholarship 4
Initial Review Committee Review
Scoring Rubric
InterviewsFinal Selection
#FluidProcess#FluidProcess
1. Standardize the review process
● Ensures consistency across scholarships and committees
● Simplifies the experience for reviewers
● Makes it easier to manage the review process across
scholarships
#FluidProcess#FluidProcess
2. Pre-screen applicants
Is the student eligible?
Example criteria:
● GPA● Major/Program● Credit hours● Student status (full-time, part-time, etc)● Financial need
If students meets requirements, continue
to the next stage
If applicant does not meet requirements, decline application
#FluidProcess#FluidProcess
2. Pre-screen applicants
● Quickly disqualify students that don’t meet requirements
● Ensure that only eligible applications proceed to review stage
● Easily narrow the list of reviewable applications and save
reviewers time
#FluidProcess#FluidProcess
3. Pre-score applicants
Applicant #1
Score: 9.0
Applicant #2
Score: 6.0
Applicant #3
Score: 4.0
#FluidProcess#FluidProcess
3. Pre-score applicants
Applicant #1
Score: 9.0
● Rank applicants based on “fit” with
quantifiable criteria
● Ease the decision-making process
● Save reviewer time, allowing them to
focus on qualitative criteria (ex.
essays, letters of reference, etc)
#FluidProcess#FluidProcess
4. Automate Reviewer Assignments
Application 1
Application 2
Application 3
Application 4
Application 5
Application 6
Reviewer 1
Reviewer 2
● Easier to coordinate
● Simpler for reviewers
● Keep everyone on track with automatic
notifications and reminders
● Ensure that nothing falls through the
cracks
#FluidProcess#FluidProcess
5. Create Reviewer Teams
● Reviewers can focus on key areas of expertise
● Dedicated team leaders
● Less application overload for reviewers
● Different teams for different stages
● Easily collaborate between teams
Scholarship Management 103
Let’s start reviewing
#FluidProcess
Summary
Centralize your Process Online1
Pre-Score/Pre-Screen Applications2
Automate Reviewer Assignments3
Benefits of Reviewer Teams4
An improved review process =
Happy Reviewers
Less Reviewer Workload
Award Best Candidates
Best Practices for Streamlining the Review Process5
FluidReview Case Study
The University of Ottawa, the world’s largest bilingual university, has an enrollment of over 40,000 students across 450 study programs and 10 faculties. Each year, the university supports students with over 2500 scholarships worth upwards of $80 million.
University of Ottawa
• An outdated review process
• Large amounts of paper being processed each year
• Trouble contacting and monitoring reviewers
• Lengthy review process meant awarding students later and later
• Poor fund utilization
Challenges
• Implemented FluidReview to standardize their review process
• Implemented pre-scoring and pre-screening
• Allowed them to shave time off their review process and award
students faster
• Achieved a 100% fund utilization rate and awarded money they
hadn’t given out in years.
Solution
University of Ottawa
“FluidReview has been outstanding. We’re looking forward to continuing to improve
our scholarship and financial aid services to students using the system.”
“...We’ve been able to automate crucial tasks like collecting donor thank-you’s and
sending award letters. The time savings have been tremendous.”
So what’s next?
Book a free 15 minute consultation call with our experts to learn how to begin simplifying your scholarship review process with FluidReview!
ymonkey.com
Q&A
Submit your questions in the chat box, orreach out on Twitter with #FluidProcess