Scholarship Management 103

transcript

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

● 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

5 best practices for managing a review process

1. Standardize the review process

Scholarship 1

Scholarship 2

Scholarship 3

Scholarship 4

Initial Review Committee Review

Scoring Rubric

InterviewsFinal Selection

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

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

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

3. Pre-score applicants

Applicant #1

Score: 9.0

Applicant #2

Score: 6.0

Applicant #3

Score: 4.0

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)

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

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

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

Submit your questions in the chat box, orreach out on Twitter with #FluidProcess

Scholarship Management 103

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