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Scholarship Management 102
All About The WorkflowEfficiently Managing Your Application Process
Hannah CameronContent Marketing SpecialistFluidReview
Shannon McCluskeyMarketing SpecialistFluidReview
● 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
#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
#FluidProcess
48%Organizing Applications
What are the biggest challenges you face in your application process?
#FluidProcess
43%Managing Paper
What are the biggest challenges you face in your application process?
#FluidProcess
Of organizations have a partially online, partially paper based application process
48%
#FluidProcess#FluidProcess
1. Centralize your application process online
BetterOutdated Ideal
Paper, mail & fax Online forms & email
Online application portal
#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
#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
#FluidProcess#FluidProcess
3. Automate administrative tasks
Automations and triggers can help your process run itself...
If x + y then z
#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
#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
#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
#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
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
• An outdated process
• Expensive costs for parents
• Heavy administrative workloads
• No reporting or insight into their process
Challenges
• Implemented FluidReview to manage the application process
• Started reporting on key metrics
• Admins have gained insight into the entire process
• Less administrative workloads
Solution
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”
Book a free 15 minute consultation call with our experts to learn how to begin simplifying your
scholarship application process with FluidReview!ymonkey.com
Join us for Scholarship Management 103:
Awarding the Best ApplicantsHow to Simplify your Review Process
July 26th, 2016 @ 2 PM Eastern Time