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11/22/14 
1 
THE PSYCHOLOGY OF SCHOLARSHIPS: 
LESSENING THE BARRIERS FOR 
STUDENTS AND REVIEWERS 
Amanda Fischer, University of Minnesota 
Thuy Doan, University of Minnesota 
Michelle Tolan, IFSA-Butler 
Jarlath McGuckin, CIEE 
Objectives 
Participants will 
leave with: 
¨ An understanding of scholarship barriers, and 
strategies for how to mitigate them 
¨ Ideas for tweaks can you make to your existing or 
new scholarships 
¨ Actions/ideas to implement in your own institution 
or organization
11/22/14 
2 
Assumptions 
1. Must address other financial needs of students in 
order for scholarships to be successful 
¤ Financial aid, budgeting, and fundraising 
2. As educators, we are involved in the process of 
discussing financials and scholarships with students 
¤ Discussions happen fairly early on 
¤ Timing of conversations a big challenge 
3. This panel doesn’t have this down 100% 
¤ Share lessons learned and generate discussion/ideas 
Definition of Terms 
¨ Scholarship vs. Grant 
¨ “financial need” 
¨ EFC (estimated family 
contribution) 
¨ Diversity: what is it to you?
11/22/14 
3 
Student Scholarship Barriers 
¨ Popcorn: What scholarship-related barriers must 
students overcome? 
¨ Identify 2-3 specific student populations and the 
barriers that might be unique and/or more acute to 
them. 
Student Scholarship Barriers 
¨ Terminology 
¨ Perception of “need” 
¨ Notions of diversity 
¨ Assumptions on availability 
First Generation College Students and/or Low-Income 
Students: 
¤ (all of the above) + 
¤ Type of award ($$) 
¤ Timing 
¤ Application requirements
11/22/14 
4 
STUDENT SCHOLARSHIP BARRIERS 
What role might we be playing in these barriers? 
• What do we require (and why)?: letters of 
rec, GPA, essays/writing samples 
• How informed are we? 
• How do we market/promote scholarships? 
Promotion of Scholarships
11/22/14 
5 
Promotion to Students: Providers 
¨ Marketing to students and advisers is crucial. 
¨ Advisers: Same old “beef stew” of scholarships & 
grants? 
¨ Availability and attainability of new scholarships 
& grants 
¨ Terminology as barrier: “Scholarship” vs. “Grant” 
vs. “Financial Aid” 
Promotion to Students: SA Advisers 
Strategic promotion can make a BIG difference on campus 
>30% increase in scholarship applications 
Specific Activities/Resources
11/22/14 
6 
Scholarship Chart 
You CAN Afford to Study Abroad 
Info Sessions 
¨ Focus: Navigating scholarships, choosing an affordable 
program, how to use financial aid 
¨ 4 x per year, ~ 30-60 students each session 
¨ Integrated promotion into other student materials 
¤ Flyer with dates in all advising cubes 
¤ Always on website 
¤ Slide in our First Step session 
n Online and in-person 30 min intro session (Study Abroad 101) 
¤ Mentioned in our Program Selection Workbook
11/22/14 
7 
Scholarship Process Webpage 
4 Step Process 
1. Scholarships Chart 
2. UofM Scholarship Search 
Creative Financing Ideas 
3. You CAN Afford to Study 
Abroad Info Sessions 
4. Support resources: 
¤ Center for Writing 
¤ Personal Statement Tips 
National Scholarship Promotion 
Info Sessions, workshops, handouts, and emails to 
students for the following scholarships:
11/22/14 
8 
Role of Campus Advisers 
¨ Psychological impact of advisers 
¤ Encouraging or discouraging 
¤ Incorrect or outdated info 
¨ Who do students seek info from? 
¨ Disseminate beyond Ed Abroad offices 
¤ Ex: Funding Learning Abroad Adviser Trainings 
¨ Encourage deeper engagement 
Scholarship Advising on Campus 
¨ Use multiple touchpoints 
¨ Personal encouragement 
¨ Offer pointers and coaching 
¨ Acknowledge students are busy 
¨ Suggest 1-2 scholarships 
¨ Diversity scholarships 
¨ Mention award ratios 
¨ Train other campus advisers
11/22/14 
9 
Scholarship Structures 
Scholarship Structure 
¨ Why do you have a scholarship? 
¨ Research who you’re trying to 
reach and work backwards 
¨ Psychology of Student ≈ 
Psychology of Scholarship
11/22/14 
10 
Addressing Middle Income Students 
¨ Scholarships & Grants now split into 3 buckets: 
¤ Academic Excellence 
¤ Access 
n GAIN 
¤ Ambassadorship 
¨ Pell eligibility in 2014-2015: EFC = $5157 
Timing is Crucial 
¨ GAIN – Reply & Retraction 
¨ GAIN – Confirm à Travel Agent for airline 
ticket à remainder = travel stipend
11/22/14 
11 
Feeling the impact 
Structure a scholarship so students are 
able to feel the impact 
Application Components 
¨ What do you need to determine who receives a 
scholarship? (i.e. do you really need all you’re 
requesting?) 
¨ When do you ask for it? 
¨ Examples: 
¤ IFSA-Butler First Gen 
¤ UMN & GAIN
11/22/14 
12 
Eligibility and Preference Factors 
Who is your target population? 
¤ Eligibility: Broad/narrow enough? 
¤ Important to include definitions 
n ‘financial need’ 
Are you using preference factors or eligibility criteria? 
¤ Ex: Financial Need/First Generation Scholarship 
¤ Who are you trying help? 
“Planning” Scholarship Models 
¨ CIEE Global Access Initiative (GAIN) 
¤ Rolling admissions review 
¤ Early application = Early award notification 
¨ UMN Financial Need/First Generation Scholarship 
¤ Earlier deadline = Early award notification 
¤ Rollover capability 
¤ Multiple chances to apply
11/22/14 
13 
Essay Prompts, Wordsmithing, and Lowering 
Reviewer Bias 
Essay Prompt Re-Design 
¨ Process 
¤ Is there a problem? 
¤ Brown bag focus group 
¤ Small committee: wordsmith, clarify issues, purpose, goals 
¤ Critical approach: Why is this important? 
¨ Why high quality essays are important 
¤ May color reviewers’ impressions of study abroad quality 
¤ Students more competitive for OTHER scholarships 
¨ Outcome: Very impressed by heightened quality
11/22/14 
14 
How much reviewer bias does your 
structure allow for? 
¨ How do our own psychologies affect how we review 
scholarships? 
¨ Strategies for minimizing reviewer bias: 
¤ Detailed rubric 
¤ Detailed instructions that give examples of bias to take 
into consideration (awareness is key) 
¤ For grammar component: non-native speaker checkbox 
¨ Outcomes: 
¤ Scores no longer flip flop and are more consistent (never 
perfect though!) 
¤ Reviewers MUCH happier and less emotionally conflicted 
Discussion 
What methods of scholarship structuring and 
promotion have been the most successful and 
made scholarships feel accessible to students? 
For example: 
¨ Do your scholarships reward or encourage participation? 
¨ How are you marketing to students?
11/22/14 
15 
Action Items/Takeaways 
¨ Analyze: Are your scholarships 
achieving what you want? 
¨ Think about how you promote & 
discuss scholarships w/ students and advisers: 
Are scholarship barriers at your institution being addressed? 
¨ Which tools/strategies would work well for your institution? 
¨ This may be challenging at first, but worth changing the status quo 
Call to Action: 
¨ What changes will you make this year? 
¨ Psychology of Scholarships 2.0, next year? 
THANK YOU! 
Amanda Fischer, University of Minnesota 
fisch856@umn.edu 
Thuy Doan, University of Minnesota 
thuydoan@umn.edu 
Michelle Tolan, IFSA-Butler 
mtolan@ifsa-butler.org 
Jarlath McGuckin, CIEE 
JMcGuckin@ciee.org

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The Psychology of Scholarships: Lessening the Barriers for Students and Reviewers

  • 1. 11/22/14 1 THE PSYCHOLOGY OF SCHOLARSHIPS: LESSENING THE BARRIERS FOR STUDENTS AND REVIEWERS Amanda Fischer, University of Minnesota Thuy Doan, University of Minnesota Michelle Tolan, IFSA-Butler Jarlath McGuckin, CIEE Objectives Participants will leave with: ¨ An understanding of scholarship barriers, and strategies for how to mitigate them ¨ Ideas for tweaks can you make to your existing or new scholarships ¨ Actions/ideas to implement in your own institution or organization
  • 2. 11/22/14 2 Assumptions 1. Must address other financial needs of students in order for scholarships to be successful ¤ Financial aid, budgeting, and fundraising 2. As educators, we are involved in the process of discussing financials and scholarships with students ¤ Discussions happen fairly early on ¤ Timing of conversations a big challenge 3. This panel doesn’t have this down 100% ¤ Share lessons learned and generate discussion/ideas Definition of Terms ¨ Scholarship vs. Grant ¨ “financial need” ¨ EFC (estimated family contribution) ¨ Diversity: what is it to you?
  • 3. 11/22/14 3 Student Scholarship Barriers ¨ Popcorn: What scholarship-related barriers must students overcome? ¨ Identify 2-3 specific student populations and the barriers that might be unique and/or more acute to them. Student Scholarship Barriers ¨ Terminology ¨ Perception of “need” ¨ Notions of diversity ¨ Assumptions on availability First Generation College Students and/or Low-Income Students: ¤ (all of the above) + ¤ Type of award ($$) ¤ Timing ¤ Application requirements
  • 4. 11/22/14 4 STUDENT SCHOLARSHIP BARRIERS What role might we be playing in these barriers? • What do we require (and why)?: letters of rec, GPA, essays/writing samples • How informed are we? • How do we market/promote scholarships? Promotion of Scholarships
  • 5. 11/22/14 5 Promotion to Students: Providers ¨ Marketing to students and advisers is crucial. ¨ Advisers: Same old “beef stew” of scholarships & grants? ¨ Availability and attainability of new scholarships & grants ¨ Terminology as barrier: “Scholarship” vs. “Grant” vs. “Financial Aid” Promotion to Students: SA Advisers Strategic promotion can make a BIG difference on campus >30% increase in scholarship applications Specific Activities/Resources
  • 6. 11/22/14 6 Scholarship Chart You CAN Afford to Study Abroad Info Sessions ¨ Focus: Navigating scholarships, choosing an affordable program, how to use financial aid ¨ 4 x per year, ~ 30-60 students each session ¨ Integrated promotion into other student materials ¤ Flyer with dates in all advising cubes ¤ Always on website ¤ Slide in our First Step session n Online and in-person 30 min intro session (Study Abroad 101) ¤ Mentioned in our Program Selection Workbook
  • 7. 11/22/14 7 Scholarship Process Webpage 4 Step Process 1. Scholarships Chart 2. UofM Scholarship Search Creative Financing Ideas 3. You CAN Afford to Study Abroad Info Sessions 4. Support resources: ¤ Center for Writing ¤ Personal Statement Tips National Scholarship Promotion Info Sessions, workshops, handouts, and emails to students for the following scholarships:
  • 8. 11/22/14 8 Role of Campus Advisers ¨ Psychological impact of advisers ¤ Encouraging or discouraging ¤ Incorrect or outdated info ¨ Who do students seek info from? ¨ Disseminate beyond Ed Abroad offices ¤ Ex: Funding Learning Abroad Adviser Trainings ¨ Encourage deeper engagement Scholarship Advising on Campus ¨ Use multiple touchpoints ¨ Personal encouragement ¨ Offer pointers and coaching ¨ Acknowledge students are busy ¨ Suggest 1-2 scholarships ¨ Diversity scholarships ¨ Mention award ratios ¨ Train other campus advisers
  • 9. 11/22/14 9 Scholarship Structures Scholarship Structure ¨ Why do you have a scholarship? ¨ Research who you’re trying to reach and work backwards ¨ Psychology of Student ≈ Psychology of Scholarship
  • 10. 11/22/14 10 Addressing Middle Income Students ¨ Scholarships & Grants now split into 3 buckets: ¤ Academic Excellence ¤ Access n GAIN ¤ Ambassadorship ¨ Pell eligibility in 2014-2015: EFC = $5157 Timing is Crucial ¨ GAIN – Reply & Retraction ¨ GAIN – Confirm à Travel Agent for airline ticket à remainder = travel stipend
  • 11. 11/22/14 11 Feeling the impact Structure a scholarship so students are able to feel the impact Application Components ¨ What do you need to determine who receives a scholarship? (i.e. do you really need all you’re requesting?) ¨ When do you ask for it? ¨ Examples: ¤ IFSA-Butler First Gen ¤ UMN & GAIN
  • 12. 11/22/14 12 Eligibility and Preference Factors Who is your target population? ¤ Eligibility: Broad/narrow enough? ¤ Important to include definitions n ‘financial need’ Are you using preference factors or eligibility criteria? ¤ Ex: Financial Need/First Generation Scholarship ¤ Who are you trying help? “Planning” Scholarship Models ¨ CIEE Global Access Initiative (GAIN) ¤ Rolling admissions review ¤ Early application = Early award notification ¨ UMN Financial Need/First Generation Scholarship ¤ Earlier deadline = Early award notification ¤ Rollover capability ¤ Multiple chances to apply
  • 13. 11/22/14 13 Essay Prompts, Wordsmithing, and Lowering Reviewer Bias Essay Prompt Re-Design ¨ Process ¤ Is there a problem? ¤ Brown bag focus group ¤ Small committee: wordsmith, clarify issues, purpose, goals ¤ Critical approach: Why is this important? ¨ Why high quality essays are important ¤ May color reviewers’ impressions of study abroad quality ¤ Students more competitive for OTHER scholarships ¨ Outcome: Very impressed by heightened quality
  • 14. 11/22/14 14 How much reviewer bias does your structure allow for? ¨ How do our own psychologies affect how we review scholarships? ¨ Strategies for minimizing reviewer bias: ¤ Detailed rubric ¤ Detailed instructions that give examples of bias to take into consideration (awareness is key) ¤ For grammar component: non-native speaker checkbox ¨ Outcomes: ¤ Scores no longer flip flop and are more consistent (never perfect though!) ¤ Reviewers MUCH happier and less emotionally conflicted Discussion What methods of scholarship structuring and promotion have been the most successful and made scholarships feel accessible to students? For example: ¨ Do your scholarships reward or encourage participation? ¨ How are you marketing to students?
  • 15. 11/22/14 15 Action Items/Takeaways ¨ Analyze: Are your scholarships achieving what you want? ¨ Think about how you promote & discuss scholarships w/ students and advisers: Are scholarship barriers at your institution being addressed? ¨ Which tools/strategies would work well for your institution? ¨ This may be challenging at first, but worth changing the status quo Call to Action: ¨ What changes will you make this year? ¨ Psychology of Scholarships 2.0, next year? THANK YOU! Amanda Fischer, University of Minnesota fisch856@umn.edu Thuy Doan, University of Minnesota thuydoan@umn.edu Michelle Tolan, IFSA-Butler mtolan@ifsa-butler.org Jarlath McGuckin, CIEE JMcGuckin@ciee.org