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2005 NYSAIS Spring Admission Program

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Title: 2005 NYSAIS Spring Admission Program


1
2005 NYSAIS Spring Admission Program
  • School Image, Marketing, Board Reporting
  • Presenter
  • Christine Baker
  • Principal of the Baker Group
  • April 28, 2005

2
Goals for 2005 NYSAIS Presentation
  • Acknowledge the role the Admission Director plays
    or should play in the strategic discussions of
    the school.
  • Discuss the essential components to assessing
    your schools image and approach to marketing.
  • Provide a broader context for the demographic and
    economic trends impacting enrollment and
    admission activity.
  • Recommend an approach to data collection and ways
    to generate useful admission and enrollment
    reports.
  • Determine opportunities for shared information
    and collaboration.
  • Present and discuss ways to create effective
    Board Reports.

3
Informing Trustees and the Head of School on
Research
  • As a school attempts to forecast its future, one
    must develop strategies that anticipate where the
    greatest changes are likely to occur and what
    they are likely to be, in order to take advantage
    of new realities and to convert turbulence or
    uncertainty into opportunity.
    -Susan S. Stone
  • Strategic Planning for
    Independent Schools

4
For traditional Independent School Admission
Directors, it will take a mind shift... from
gatekeeper to strategic thinker.
  • The role of the Admissions Director in an
    independent schools strategic thinking and
    planning process is more important, (with the
    exception of the Head of School), than any other
    person on campus.
  • Because all discussions need to come back to
    competing goals and financial limitations, be
    prepared to swim upstream. You sometimes have to
    be the lone ranger- or a positive rebel to
    figure out a way to get the respect and time you
    deserve to present the research you have
    compiled.
  • It takes at least 2-3 years to build the
    infrastructure of research needed to be
    convincing to Heads of School and Boards.

5
Understanding your schools image and marketing
your institution...
  • Laying the groundwork

6
Examples Marketing Models to help focus your
planning and resources
  • 1. Marketing 101- The 4 Ps
  • 2. Enrollment Management 101- 3 M Model

7
Marketing 1014 Ps of Marketing
  • Product- Education and growth experience offered
  • Price- Investment in process and in the
    experience
  • Place-Campus location (proximity to home),
    facilities
  • Promotion-Taking your message to the market

8
Enrollment Management Model 3M Marketing Model
Research
Media
Messages
Markets
How to link message to markets? Combination
of People (staff, alumni, faculty,
etc.) Technology (computers, including micros,
word processing, telemarketing, satellite
teleconferencing, CDs video discs) Publications,
Advertising
Who is best match? Which market segments will be
most responsive? Segmentation by
Geography High Income Ed. Attainment
School Age Children Ed Expenditures
Mission Distinctive Programs Image or Identity ,
Quality, Size Environment, Location Are there
people there like me?
3 M Model- Maguire Associates
9
Find your most promotable competitive edge,
turn it into a powerful message, and deliver it
to the right prospects.
  • The Ultimate Marketing Plan
  • Written by Dan S Kennedy

10
Definition of Enrollment Management
  • Definition
  • A process that influences the size, shape and
    the characteristics of a student body by
    directing institutional efforts in marketing,
    recruitment, and admissions- as well as pricing
    and financial aid. In addition, the process
    exerts a significant influence on academic
    advising, the institutional research agenda,
    orientation, retention studies and student
    services. From a broader organizational
    perspective, the process inevitably leads to
    issues of mission and goals clarification and
    budgetary decision making.
  • -Don Hossler
  • Admissions should not be the only office driving
    institutional research and marketing.

11
Where do you start ? (Understanding your
schools image and marketing your institution... )
  1. Assess your schools infrastructure
  2. Develop a strategy for institutional research
  3. Build a research core
  4. Prioritize research for assessing your schools
    Image
  5. Clarify messaging
  6. Define desired markets

12
1. Assess your schools infrastructure
  • HISTORY- School Mission. What does that say about
    your past, present future image? What types of
    students have you attracted in the past? Where
    are you presently? What types of students do you
    hope to enroll? Enrollment statistics binder).
  • INFORMATION TECHNOLOGY- How are you managing the
    information available to you? Is your current
    software working for you? Does it do what you
    need it to do?
  • STAFFING BUDGET... Do you have the resources
    currently to do what you need to do?
  • ENROLLMENT MANAGEMENT... Is the concept
    understood on your campus?
  • RESEARCH.. What do you know already about your
    schools value and image... internally and
    externally?

13
2. Develop a strategy for institutional research
  • Research should include
  • Admission Research (inquiry, accepted student,
    tour/visit postcard)
  • Institutional Research (Attrition Study,
    Research on Current and Past Parents, Current
    Students , Faculty and Staff, Alumni,
    Communications Audit)
  • Market Research ie.,positioning
    information-(Benchmarking of other schools,
    Overlap school comparisons, Publications audit)
  • Demographic Research (Sending communities,
    gender, socio-economic and racial diversity)

14
3. Build a Research Core
  • Chart funnel trends at your institution
  • Compile enrollment history (i.e. school composite
    trends, retention statistics)
  • Research peer schools
  • Familiarize yourself with recent independent
    school research
  • Examine usefulness and feasibility of college
    research resources
  • Identify useful demographic sources (NAIS, Dept
    of Ed, National Center for Ed. Stats.)

15
4. Prioritize Research for Assessing Your
Schools Image
  • A. Internal Research
  • Faculty / Staff Survey
  • Trustees Survey
  • Parent Research
  • Current Student Research
  • Alumni Research
  • Communications Audit
  • External Market Research
  • Prospect (Sending schools, Ed. Consults,
    Overlap schools)
  • Inquiry- non app, Interview non app
  • Admitted Student

16
Image Question for all Constituents
The following adjectives and phrases might be
used to describe an independent school. Please
circle all of the adjectives that you feel
describe Baker Academy of 2005.
Diverse Personal Academic Supportive
Athletic Engaging Family school Intense
Busy Stressed Too big Socially conscious
Social Caring Boring Exciting
Artsy Warm Friendly Challenging
Fun Expensive Spiritual Conservative
Too small Nurturing Happy Preppy
Intellectual Comfortable Liberal Snobbish
17
5. Clarify Messaging
  • Independent Schools Make a Difference Every Day
    (NAIS messaging)
  • Making the Choice of a Lifetime (NAIS tagline
    for parents) Yet... Is the message getting out
    there?
  • What are the strengths of your school you would
    like to have conveyed?
  • What is your schools distinctive message- when
    positioned against public, other privates, etc?

18
The biggest messaging obstacle for NAIS
schools... What percentage of the population can
even hear that message?
  • While the ideal for all independent schools is to
    be accessible and inclusive- the public
    perception and high tuition suggest the opposite.
  • Affordability index suggests less than 9 can
    afford day tuition, less than 4 can afford
    boarding
  • NAIS Public Opinion Poll (39 elitist, 33
    intimidating)
  • What does your school do to accommodate/welcome
    prospective students inquiring/visiting/applying?
    Web site ease? How strict are your deadlines?
    Instructive signage on campus?
  • NAIS Graphs on median tuition, financial aid
    availability, SSS.

19
Define desired markets(Map Point slides to
follow)
  • Identify markets that with potential for high
    return.
  • Communities of current families, past parents and
    alumni
  • Proximity to home
  • High income
  • Education Attainment
  • School Age Children

20
Summary Building a Research Core
  • Create a readily accessible notebook organized by
    strategic enrollment issue including internal and
    external research (i.e. charted funnel stats,
    trends w/ school composite, pricing and financial
    aid, retention statistics etc. )
  • Identify useful demographic sources
    (www.NAIS.org) to collect national trend
    information and access governmental sources for
    regional and local trend data and forecasts (US
    Census Bureau com, US Dept of Ed, Dept of Ed by
    state)
  • Research peer schools
  • Examine usefulness and feasibility of college
    research resources

21
14,600,000
US Teenagers projected for 2005
2,400,000
New England Teens projected for 2005
25 who would consider private school
Research
Full pay families- 4 bdg/ 8 day
25 who are Strong Enough Students
Outreach Promotion
Inquiries Leads
Interviews / Visits
Recruitment
Applicants
Evaluation
Accepts
Marketing
Yield
Enrolled
Retention
Alumni
22
The Ultimate Marketing Checklist
  • Being clearly understood.
  • Carefully and thoroughly eliminate all
    assumptions.
  • The guts to ask for action every time, in every
    presentation
  • Tailoring and delivering your message to the
    right market.
  • Marketing messages developed with the
    understanding that recipients will be stubbornly
    reluctant to believe them.
  • Pictures that prove your case.
  • Image congruency.
  • Constant change.
  • Capture callers identity and specific interests
    and market to them.
  • Use your best unique selling proposition.
  • Make the customer feel important, appreciated and
    respected.
  • Developing new products and services for existent
    customers instead of getting new customers for
    existent products and services.
  • Excellence.

23
National Trends
  • 1

24
1
Numbers of Births in the United States 1951-2011
  • 1

SOURCE U.S. Department of Commerce, Bureau of
the Census, Current Population Reports, Series
P-25, Nos. 1092, 1095, and "National
Population Estimates for the 1990s," January
2001, and "Annual Projections of the Total
Resident Population 1999 to 2100," January
2000 and U.S. Department of Health and Human
Services, National Center for Health Statistics
(NCHS), Annual Summary of Births, Marriages,
Divorces, and Deaths United States, various
years, National Vital Statistics Reports and
unpublished tabulations. (This table was prepared
May 2001.)
National Center for Education Statistics 2001
25
National Enrollment Projections
  • Elementary and secondary enrollment
  • increased 19 percent between 1988 and
    2001
  • is projected to increase 5 percent between
    2001 and 2013

26
National Enrollment ProjectionsGrades K-8
  • Enrollment in kindergarten through grade 8
  • increased 19 percent between 1988 and 2001
  • is projected to increase 5 percent between
    2001 and 2013

27
National Enrollment Projections Grades 9-12
  • Enrollment in grades 9-12
  • increased 17 percent between 1988 and 2001
  • is projected to increase 4 percent between
    2001 and 2013

28
National Enrollment ProjectionsPrivate Schools
  • Enrollment in private elementary and secondary
    schools
  • increased 18 percent between 1988 and 2001
  • is projected to increase 7 percent between 2001
    and 2013

29
National Enrollment Projections Grades 9-12
  • Enrollment in grades 9-12
  • increased 17 percent between 1988 and 2001
  • is projected to increase 4 percent between
    2001 and 2013

30
National Enrollment ProjectionsPrivate Schools
  • Enrollment in private elementary and secondary
    schools
  • increased 18 percent between 1988 and 2001
  • is projected to increase 7 percent between 2001
    and 2013

31
Regional Enrollment Projections
  • Between 2001 and 2013, public elementary and
    secondary enrollment is projected to
  • increase 13 percent in the West
  • increase 4 percent in the South
  • decrease 2 percent in the Northeast
  • increase slightly in the Midwest

32
Enrollment Projections by State Expected 4
national increase in public school enrollment
between 2001 and 2013 . Increases are projected
for 30 states for 2001-2013. Largest increases
projected forAlaska (17 ), Hawaii (16
)California (16 )Idaho (15),New Mexico
(14.9)Nevada (13.8)Utah (12.7)Arizona
(12)Texas (11.2)
33
Enrollment Projections-by StateProjected
percent increases in public elementary and
secondary school enrollment, in Northeast 2001 to
2013
  • New York -3.5
  • Vermont -3.2
  • Conn. -2.8
  • Maine -2.4
  • Massachusetts -2.4
  • Penn -1.9
  • New Hampshire -0.2
  • New Jersey 2.5
  • Rhode Island 1.9

34
National Independent School Trends
  • 1994-2004

35
NAIS Enrollment Trends
  • 1

36
NAIS Enrollment Trends
37
NAIS Enrollment Trends
38
NAIS Admission Ratios
39
Other Trends
40
Charter Schools-National Facts
  • Almost 3,000 charter schools are operating in 36
    states and the District of Columbia, serving
    650,000 students.
  • First charter school founded in 1991 in
    Minnesota.
  • At the start of the 2002-03 school year, 393 new
    charter schools opened nationwide.
  • Most important reasons for founding a charter
    school
  • Alternative vision for schooling (58)
  • Serve a special population (23)
  • Gain autonomy (9)
  • Top 5 charter schools states
  • Arizona (468) Texas (228)
  • California (452) Michigan (186)
  • Florida (232)

41
SSAT Takers 1995/96
to 2003/04
42
Home schooling
  • The home-schooled population continues to grow.
    According to the National Center for Educational
    Statistics and the National Household Education
    Survey (NHES), there were 360,000 students
    home-schooled in 1994. In 1999 the same survey
    reported 790,000 home-schooled students. The
    National Home Education Research Institute
    reports that there were over 1.7 to 2.1 million
    students being home-schooled in 2002-03.

43
Charter Schools-National Facts
  • Almost 3,000 charter schools are operating in 36
    states and the District of Columbia, serving
    650,000 students.
  • First charter school founded in 1991 in
    Minnesota.
  • At the start of the 2002-03 school year, 393 new
    charter schools opened nationwide.
  • Most important reasons for founding a charter
    school
  • Alternative vision for schooling (58)
  • Serve a special population (23)
  • Gain autonomy (9)
  • Top 5 charter schools states
  • Arizona (468) Texas (228)
  • California (452) Michigan (186)
  • Florida (232)

44
National Pricing and Financial Aid Trends
45
NAIS Pricing Trends
46
NAIS Financial Aid Trends
47
Rise in Median Tuitions at NAIS Day
Schools
48
Rise in Median Tuitions at NAIS Boarding Schools
49
Shifting Aid-Applicant Pool
50
Average Award Levels
51
Percent of Enrolled Students Granted Aid
52
Income Distribution (U.S. Families)
Under 25K 22.6 25K - 50K 28.3 50K -
75K 21.2 75K - 100K 12.7 100K 15.2
Source Current Population Survey Annual
Demographic Survey, March Supplement, U.S.
Census Bureau website
53
Wealthiest American Families
The lower end of the income range for the
wealthiest 5 of US families (in constant 2000
dollars) 1980 109,436 1990 131,425 20
00 160,250 chg since 80 46.4
Source U.S. Census Bureau web page,
www.census.gov/hhes/income/histinc/fo1.html
54
2002 Consumer Spending(in of total
expenditures for households 70K and over)
Source Bureau of Labor Statistics, Consumer
Expenditure Survey, 2002
55
Ways to define desired marketsDemographic and
Economic Forecasting of 8 NYSAIS Markets(Map
Point 2004)
56
As a Director of Admission- when do you need to
take the time to conduct demographic research?
  • Your school is launching a strategic plan.
  • The local economy (or demography, or sociography)
    appears to be shifting, but you are uncertain as
    to the extent or the meaning of this shift?
  • You are a new admission director of a school and
    need to understand where, and to what degree, you
    should invest your recruitment budget and staff
    energies?
  • Your school is considering expanding enrollment
    and the question has been posed to youis this
    new larger capacity sustainable?
  • You are adding a significant program to your
    school (adding a lower school, an after care
    program, a summer camp, etc.).
  • Your Board is considering changing the tuition in
    a significant way.

57
Samples of 8 NYSAIS markets
  • Upper Manhattan
  • Long Island
  • Eastern NY/W Ct
  • Greenwich/Stamford
  • Lower Manhattan/ Brooklyn
  • Buffalo
  • Rochester
  • Albany

58
Demographic Characteristics Analyzed for 8 NYSAIS
areas
  • Population Under Age 14 Projected for 2005
  • Projected Household Income for 2005
  • Educational Attainment (Graduate Degree)
  • Projected Tuition Expenditures 2007 for Nursery
    School Day Care
  • Source Map Point

59
Upper Manhattan High Incomes projected for 2005
60
Upper Manhattan Population Under Age 14 Projected
for 2005
61
Educational Attainment (Graduate Degree) Upper
Manhattan
62
Projected Tuition Expenditures 2007 for Nursery
School Day Care Upper Manhattan
63
Long Island High Incomes projected for 2005
(Gray Areas Exceed 200,000)
64
Long Island Population Under Age 14 Projected for
2005
65
Educational Attainment (Graduate Degree) Long
Island
66
Projected Tuition Expenditures 2007 for Nursery
School Day Care Long Island
67
Western CT / Eastern NY High Incomes projected
for 2005
68
West CT / East NY Population Under Age 14
Projected for 2005
69
Greenwich / Stamford High Incomes projected for
2005(Gray Areas Exceed 200,000)
70
Greenwich Population Under Age 14 Projected for
2005
71
Educational Attainment (Graduate Degree)
Greenwich
72
Projected Tuition Expenditures 2007 for Nursery
School Day Care Greenwich
73
Lower Manhattan High Incomes projected for 2005
74
Lower Manhattan Population Under Age 14 Projected
for 2005
75
Lower Manhattan Population Under Age 14 Projected
for 2005
76
Projected Tuition Expenditures 2007 for Nursery
School Day Care Lower Manhattan
77
Buffalo High Incomes projected for 2005
78
Buffalo Population Under Age 14 Projected for 2005
79
Educational Attainment (Graduate Degree) Buffalo

80
Projected Tuition Expenditures 2007 for Nursery
School Day Care Buffalo
81
Rochester High Incomes projected for 2005
82
Rochester Population Under Age 14 Projected for
2005
83
Educational Attainment (Graduate Degree)
Rochester
84
Projected Tuition Expenditures 2007 for Nursery
School Day Care Rochester
85
Albany High Incomes projected for 2005
86
Albany Population Under Age 14 Projected for 2005
87
Educational Attainment (Graduate Degree) Albany

88
Projected Tuition Expenditures 2007 for Nursery
School Day Care Albany
89
Presenting to your Board
90
Possible Topics
  • Admission Report
  • Access and Affordability
  • Marketing Goals
  • Internal and or External Research Results
  • Slides included to provide foundation

91
Developing an outline
  • Step 1... Analyze the questions being asked.
    What is the purpose of the presentation? What
    are your needs to enroll the students you think
    the school deserves therefore, what are the
    points you want to make? What are the outcomes
    you are hoping for? Fine tune the questions you
    want answers.
  • Step 2 Define the scope of the data collection
    and/or necessary research (in house info, use
    NAIS.org resource pages).
  • Step 3 What external factors may be affecting
    you? When? How? (National Local Economy,
    Demographics) What internal factors may affect
    you? When? How? (Change in Leadership, Strategic
    Plan, Buildings Projects, Budget Constraints,
    etc.) Anticipate questions.
  • Step 4 Provide information about how are you
    doing compared to your peer schools?. Produce
    comparative information on other schools.
  • Step 5 Add a personal dimension to your
    presentation...Review the positive impact a
    proposed initiative would have on the school
    community... Balance the use of statistics and
    anecdotal examples.

92
Admission Report for the Board
93
Collecting the Data Necessary Research
  • National Trends
  • Demographic overview, Economic forecasting,
    Census information, NAIS statistics, Education
    info,
  • Regional Trends
  • Shared data, Census information, State Dept. of
    Education Statistics
  • Benchmarking of other schools
  • School Specific Activity/Trends
  • Funnel overview, funnel conversion rates,
    research survey results, current
    enrollment/school composition, attrition research

94
Admission and Enrollment Research
95
What are the areas to research?
  • Admissions
  • Financial Aid
  • Tuition and Pricing
  • Attrition

96
Admissions
  • Inquiries
  • Applicants
  • Admits
  • Matriculants
  • Refusals
  • Matriculant/Refusals

97
Financial Aid
  • Demand
  • Average Grant and Loan and Rate of Increase
  • Returning Student Budget
  • New Student Budget
  • Old/New Student Budget
  • Critical Masses Within the Budget
  • (Top Candidates, Boarding/Day, Faculty/Staff,
    Alumni, Students of Color, etc.)

98
Tuition/Pricing
  • Rate of Increase
  • Impact on Applications
  • Impact on Financial Aid Applications
  • Increase in Average Grant/Loan
  • Number of Top Candidates Whose Need Is Not Met

99
Attrition
  • Number of students not returning
  • of students not returning
  • Reasons

100
Who can help? (me)
  • Member of Office
  • Member of Admission Committee
  • Member of Math Department
  • College or graduate students
  • Outside Consultant

101
What Scenarios Need Consideration?
  • Individual Institution
  • Peer Group
  • Time Frame (1, 2, 5, 10 and 15 year periods)
  • External Perspective/Outside Consultant
  • Prospective Students/Parents
  • Admitted Students/Parents
  • Alumni
  • Sending Schools/Receiving Schools
  • College Admission Counselors

102
What are the variables to consider?
  • Gender
  • Boarding/Day Status
  • Grade
  • Geography
  • Top Candidates
  • Students of Color
  • Alumni
  • Siblings
  • International
  • Financial Aid Applicants/Recipients
  • Type of School

103
Inexpensive Research ProjectsKeep it simple
but, not simplistic
  • Inquiry-Non Applicant Questionnaire
  • Tour/Interview Evaluation Postcard
  • Interview-Non Applicant Phone Survey
  • Publications Audit-Focus groups with yours and
    other schools publications
  • Peer School positioning information
  • Faculty questionnaire
  • Current Parent Survey
  • Current Student Survey
  • Exit Interviews with students leaving/paper
    survey for their parents
  • Admitted Student Questionnaire for enrolling and
    non-enrolling students (isas_at_aerweb.com)

104
Admission ReportDefining Admission Quality and
Success on a Variety of Levels
  • Bottom line-net tuition
  • Admission Numbers-funnel statistics, application
    growth, acceptance rate, financial aid
    allocation, yield rate, school composite goals
    attained
  • Quality of Enrolling Students-Admission Rating,
    Average SSAT or other test scores, Interview
    rating, Diversity (Geo, socio-econ, Student of
    color Intl, Special Interest), Anecdotes
  • Quality of Admission Process (through surveys,
    comments)- timely, personal, friendly,
    responsive, helpful, fair, comfortable,
    efficient.
  • Enrollment Status-Retention Statistics, Faculty
    Satisfaction, Enrollment Success stories, Student
    community tempo.
  • Message effectiveness (Marketing)-Admission
    publications, admission message through non-print
    communication, community buy-in to marketing
    needs
  • Admission Staff- Office morale, Staff autonomy
    and dependability, staff retention
  • School Community Connection- (enrollment
    management)- Head of School relationship,
    Regular meetings with Dean of Students Academic
    Dean, Student involvement in admissions
    activities, Alumni/current parent involvement in
    admission activities, admission staff involvement
    in community
  • Professional Development- Contributions to
    professional world, on-going connection to
    colleagues at other schools, conference
    attendance, staff development (includes support
    staff)
  • Personal Assessment-Health and well being of the
    Director Staff, gut feeling of how well the
    year went, Self measurement of success of
    admissions

105
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110
Admission Activity 2001-2003
111
Admitted Student Research Results
  • Examples of Findings

112
School Images At least 60 of admitted students
consider Battle creek School
113
Battle creek School Images Non enrolling
students marked the following images 20 more
frequently
114
First Contact with Battle creek School
115
Comparable Importance and Rating of School
More Important and Battle creek School Rated
Higher
116
Comparable Importance and Rating of
SchoolMore Important and Battle creek School
Rated Lower or Equal
117
Sources of Battle creek School Information
(Admitted Student Research- ISAS)
118
Access and Affordability Report for the Board
119
Developing a strategic and dynamic presentation
on Tuition/Pricing/ Financial Aid/Accessibility
  • Step 1...What are the questions?... Fine tune the
    questions you want answers.
  • What do tuition and financial aid trends at
    your school suggest?
  • Demand
  • Average Grant and Loan and Rate of Increase
  • Returning Student Budget
  • New Student Budget
  • Old/New Student Budget
  • Critical Masses Within the Budget
  • (Top Candidates, Boarding/Day, Faculty/Staff,
    Alumni, Students of Color, etc.)
  • Step 2 How are you doing compared to our peer
    schools? (AEBOPS). Produce comparative bar graphs
    of tuition rates, increases, financial aid of
    overlap schools.
  • Step 3 Define the scope of the necessary
    research with support from the NAIS Financial
    Aid Management resource pages
  • Step 4 What external factors may affect you?
    When? How? (National Local Economy,
    Demographics) What internal factors may affect
    you? When? How? (Change in Leadership, Strategic
    Plan, Buildings Projects, Budget Constraints,
    etc.)
  • Step 5 Add a personal dimension to your
    presentation...Review the positive impact
    financial aid has had on your school community...
    Use statistics or anecdotal examples of top
    academic students, leadership positions etc.
    held by FA recipients

120
Specific Points to be made during a presentation
on Tuition/Pricing/ Financial Aid/Accessibility
  • Present NAIS Trends on Tuitions/Financial Aid
  • Provide regional data sharing of tuitions and Fin
    Aid increases
  • Benchmark other schools tuitions, of students
    on fin. Aid, financial aid budget (include your
    schools info)
  • Graph your schools tuition past 15 years
  • Graph your schools of students on financial
    aid
  • Graph the number of current families new to
    financial aid
  • Graph the profile of financial aid app. by income
    band
  • Graph the of applicants who did not qualify for
    aid (DNQ)- and whether they enrolled or not
  • Bdg schools-Graph 10 year trends of of
    applicant pool who are domestic non-aid
    applicants
  • Highlight of your top admits-matriculants who
    are financial aid recipients.
  • Profile graduating class and determine financial
    aid recipient of leaders, cum laude, highly and
    most selective college enrolment,
  • Present a comparison of the bottom 15 of full
    pay admits with top 15 of WL

121
Parting advice
  • Determine with the Head of School and or Chair of
    Board as to what is expected/hoped for?
  • Review with the Head your outline/plan and the
    final draft of your presentation.
  • Send your report in advance of the Board meeting
    to give Trustees time to review your report prior
    to the meeting.
  • Begin by asking for their reactions- write their
    thoughts on a flip chart and discuss after your
    presentation (hopefully you will be able to
    incorporate the questions and answers into your
    presentation).
  • Be direct and honest.

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Regional Information
  • Shared Data

123
New England Schools Shared Data 2004-05
124
New England Schools Shared Data2004-05
125
New England Schools Shared Data2004-05
126
New England Schools Shared Data5 year overview
127
New England Schools Shared Data5 year overview
128
New England Schools Shared Data5 year overview
129
New England Schools Shared Data5 year overview
130
New England Schools Shared Data5 year overview
131
New England Schools Shared Data5 year overview
132
Other Data to Share
  • Salary and Benefits of Admission Directors in
    region
  • Admission Office Budgets and Staffing
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