Enrollment Roles and Responsibilities 1. EA Roles and ...

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Enrollment Roles and Responsibilities

1. EA Roles and Responsibilities

1.1 Title

Notes:

Enrollment Advisor Roles and Responsibilities


1.2 Audio

Notes:

This training contains audio. Please click on the headphones to test the audio and adjust your settings accordingly. You can click on the arrows to navigate through the slides. Also, there is a tab for the menu and a tab for slide notes in the left pane.


1.3 Objectives

Notes:

After completing this training, learners will be able to:

Identify the description of an enrollment advisor and an enrollment manager

Differentiate between enrollment advisor and enrollment manager responsibilities

Use enrollment advisor best practices to manage a given scenario


1.4 The EA Role

Notes:

The below text will be displayed on the slide.

The role of an enrollment advisor (EA) is to advise, educate, consult, and support qualified prospective students in

achieving their professional and personal goals by enrolling in one of our higher education programs. The enrollment advisor maintains this role from the prospective student’s initial inquiry until they successfully begin classes.


1.5 EA Responsibilities

Notes:

Learners will hover over the note cards to reveal the below information.

Advise - Advise students for various academic programs

Follow-up - Follow-up on prospective students via phone, email, etc. on inquiries relating to obtaining a degree.

Qualify - Assess prospective students and determine if they are qualified to apply and enroll in our degree programs.

Assist - Assist prospective students with the enrollment process.

Relate - Build rapport and provide guidance for prospective students interested in earning a degree.

Consult - Consult with academic offices to ensure an excellent student experience.


1.6 EA Success Tips

Notes:

Learners will hover over the items to uncover the below information. The green area are hot spots and will

not show during the training.

A positive attitude creates an encouraging environment for both students and colleagues.

The use of consultative skills allows for EAs to match solutions to student needs.

The appropriate use of technology helps EAs manage their time and their prospective students.

EAs use business acumen and organizational knowledge to manage student files and stay current on program trends.

Professionalism is an important trait for successful EAs because we must always remain professional when dealing with prospective students.

EAs are constantly called on to solve prospective student concerns in addition to their own. That is why EAs must use proactive problem solving before contacting additional support.

The enrollment experience is unique for each prospective student and paying attention to detail will ensure that each student is prepared for successfully beginning class.

Taking a student-centered approach will lead to high student retention.


EAs should focus on quality enrollments to maintain the integrity of Walden University, increase student retention, and build a network of high caliber students and alumni.

A high level of phone activity leads to higher prospective student outreach and greater student support.

1.7 EA Best Practices

Notes:

Drag and drop the character onto their silhouette to learn about his/her best practice for enrolling students!

The below information will display on the clipboard after the characters are correctly dropped.

1. When you first log in, check your voicemails, emails, calendar, and pipeline. Then make a list of your priorities for the day. Have a game plan!

2. Respond to all emails and voicemails the same day you receive them! Also, be sure not to leave any missed tasks or appointments at the end of the day.

3. Stay organized! Use a tracking sheet to track your current and prospective students for each start. Also, utilize your calendar and pipeline tools.

4. Learn something new about your programs each week! The more we know, the more we are able to properly educate and advise our prospective students.


1.8 The EM Role

Notes:

The below text will be displayed on the slide.

The role of the enrollment manager (EM) is to effectively manage, coach, and help develop their enrollment team while meeting and exceeding enrollment budgets. They work directly with the site director to ensure the highest level of performance is achieved from their team. Enrollment managers also help with the hiring process of new enrollment team members and execute performance reviews annually for each advisor on their team.


1.9 EM Responsibilities

Notes:

Learners will click on the icons to uncover the below information.

1. Help to interview and hire new enrollment staff

2.Coach, mentor, and help train enrollment advisors

3.Manage daily functions of their respective teams

4.Work with other managers to develop best practices

5.Help to develop new and successful enrollment strategies

6.Meet and exceed set enrollment budgets on a regular basis

7.Perform and execute annual reviews and submit for approval

8. Work on assigned committees and teams within the organization


1.10 Trivia

Notes:

Over the next few slides, you will be presented with a responsibility. Select the person whom the responsibility falls to and then click the Submit button. Click Begin to start.

1.11 Q1

(Pick One, 10 points, 1 attempt permitted)


Correct Choice

X Character 2

Cube 1

Feedback when correct:

That's right! The EA will consult with academic offices such as academic advising and student

support to ensure an excellent student experience.

Feedback when incorrect:

While the enrollment manager will at times consult with other academic offices, it is a primary

responsibility of the enrollment advisor.

Notes:

Q: This person will consult with academic offices to ensure an excellent student experience.


Correct (Slide Layer)

Incorrect (Slide Layer)


1.12 Q2


Correct Choice

X Character 2

Cube 1


That's right! The EA will assist prospective students with the enrollment process.


While the enrollment manager will at times assist students with the enrollment process, it is a

primary responsibility of the enrollment advisor.

Notes:

This person will assist prospective students with the enrollment process.


1.13 Q3


Correct Choice

X Cube 1

Cube 3


That's right! Enrollment managers will coach, mentor, and help train enrollment advisors.


While enrollment advisors will coach, mentor, and train each other, this is a primary

responsibility of the enrollment manager.

Notes:

This person will coach, mentor, and help train enrollment advisors.


1.14 Knowledge Check

Notes:

Now you are ready for the knowledge check! Over the next few slides we will test your knowledge on the information that you have just learned. Please review the previous slides if needed and proceed when ready.

Good luck!

1.15 Knowledge Check 1

(Multiple Response, 10 points, 1 attempt permitted)


Correct Choice

X The role of an enrollment advisor is to advise, educate, consult, and support

qualified prospective students in achieving their professional and personal goals

by enrolling in one of our higher education programs.

The role of an enrollment advisor is to effectively manage, coach, and help

develop their enrollment team while meeting and exceeding enrollment budgets.

The role of an enrollment advisor is to advise prospective students towards their

personal and professional goals by selling them programs which will help fit those

goals.

The role of the enrollment advisor is to enroll as many students as we can into our

higher education programs in order to meet and exceed enrollment budgets.



That's right! The role of an enrollment advisor is to advise, educate, consult, and support

qualified prospective students in achieving their professional and personal goals by enrolling in

one of our higher education programs.


That answer is not correct. Please review the previous slides to learn about the role of the

enrollment advisor.

Notes:

Please select the best description of an enrollment advisor.

The role of an enrollment advisor is to advise, educate, consult, and support qualified prospective students in achieving their professional and personal goals by enrolling in one of our higher education programs.

The role of an enrollment advisor is to effectively manage, coach, and help develop their enrollment team while meeting and exceeding enrollment budgets.

The role of an enrollment advisor is to advise prospective students towards their personal and professional goals by selling them programs which will help fit those goals.

The role of the enrollment advisor is to enroll as many students as we can into our higher education programs in order to meet and exceed enrollment budgets.



(Drag and Drop, 10 points, 1 attempt permitted)

Drag Item Drop Target

Meet and exceed enrollment budgets Character 3

Qualify and advise students Character 1

Coach, mentor, and help train enrollment

advisors

Character 3

Work on assigned committees and teams Character 3

Provide guidance to students Character 1

Perform and execute annual reviews Character 3

Assist students with the enrollment process Character 1

Follow-up on prospective students via phone,

email, etc.

Character 1


Drag and drop properties

Snap dropped items to drop target (Snap to center)

Delay item drop states until interaction is submitted


That's right! You understand the differences in responsibilities of enrollment advisors and

enrollment managers.


That answer is not correct. Please review the previous slides to learn more about the

differences in responsibilities of enrollment advisors and enrollment managers.

Notes:

Please drag and drop the responsibility onto the appropriate role.

Meet and exceed enrollment budgets

Qualify and advise students

Coach, mentor, and help train enrollment advisors

Work on assigned committees and teams

Provide guidance to students

Perform and execute annual reviews

Assist students with the enrollment process

Follow-up on prospective students via phone, email, etc.



(Multiple Choice, 10 points, 1 attempt permitted)

Correct Choice

Respond to the prospective student on Monday because it is best practice to

respond to all emails and voice mails within one business day.

Respond to the prospective student within the hour per the relationship

management policy.

Ask a colleague to respond to the prospective student on Saturday because it is

Friday and you still need to finish making calls.

X Respond to the prospective student today because it is best practice to respond to

all emails and voice mails the same day you receive them.


That's right! Responding to the prospective student today is a best practice for enrollment

advisors and is an example of our student-centered commitment.



That answer is not correct. Please review the previous slides to learn about enrollment advisor

best practices.

Notes:

Please choose the best answer.

Q: It is 3:00 pm on Friday and you received an email from a prospective student about beginning a master’s program. What would be the best

practice for managing this scenario?

Respond to the prospective student on Monday because it is best practice to respond to all emails and voice mails within one business day.

Respond to the prospective student within the hour per the relationship management policy.

Ask a colleague to respond to the prospective student on Saturday because it is Friday and you still need to finish making calls.

Respond to the prospective student today because it is best practice to respond to all emails and voice

mails the same day you receive them.




Correct Choice

X Make a list of your priorities for the day.

Call your new leads.

Respond to your emails.

Check the team’s e-fax.


That's right! A successful enrollment advisor will make a list of their priorities for the day. This

will help the enrollment advisor properly manage time and tasks.


That answer is not correct. Please review the previous slides to learn about enrollment advisor

best practices.


Notes:

Q: You arrive in the office at 8:00 am. After you check your emails, voicemails, calendar, and pipeline, what should you do?

Make a list of your priorities for the day.

Call your new leads

Respond to your emails

Check the team’s e-fax



Correct Choice

X The role of the enrollment manager is to effectively manage, coach, and help


The role of the enrollment manager is to make sure the enrollment advisors are

enrolling as many students as they can into our higher education programs in

order to meet and exceed enrollment budgets.

The role of the enrollment manager is to manage the day-to-day functions of their

respective teams, such as approve time sheets and quality monitor enrollment

advisor calls.

The role of the enrollment manager is to advise, educate, consult, and support

qualified prospective students in achieving their professional and personal goals

by enrolling in one of our higher education programs.


That's right! The role of the enrollment manager is to effectively manage, coach, and help



That answer is not correct. Please review the previous slides to learn about the role of the

enrollment manager.

Notes:

Please select the best description of an enrollment manager.

The role of the enrollment manager is to effectively manage, coach, and help develop their enrollment team while meeting and exceeding enrollment budgets.

The role of the enrollment manager is to make sure the enrollment advisors are enrolling as many students as they can into our higher education programs in order to meet and exceed enrollment budgets.


The role of the enrollment manager is to manage the day-to-day functions of their respective teams, such as

approve time sheets and quality monitor enrollment advisor calls.

The role of the enrollment manager is to advise, educate, consult, and support qualified prospective students in achieving their professional and personal goals by enrolling in one of our higher education programs.




1.20 Results

(Results Slide, 0 points, 1 attempt permitted)


Results for






Result slide properties

Passing Score 100%

Notes:

Results


Success (Slide Layer)

Failure (Slide Layer)


1.21 Thank You

Notes:

Thank You. Great job on completing this training!

Enrollment Roles and Responsibilities 1. EA Roles and ...

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