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California Charter Schools Conference
March 21, 2017
From Paper to Painless:
Automating your Application and Lottery
An online and mobile student enrollment and school
choice platform for K12 Schools
Solutions for district, charter, and independent schools
*Native iOS and Android Applications*
“Our schools are able to better
manage the application process
from start to finish, plus it makes the
process significantly easier and
more intuitive for our families.”
Charlie Wolfson
Director of Project Management
Alliance College-Ready Public Schools, LA
California Charter Schools & SchoolMint
“SchoolMint automates the
time-consuming enrollment process
so that we can focus on what really
matters to us: helping students
succeed.”
Cindy Tsai
Director of Regional Operations, KIPP Bay Area
Session Objectives
• Discuss best practices which can improve
your application & lottery management
processes
• Explore automated tools which improve
application & lottery efficiency and
parent/staff experience
• Share with and learn from your colleagues
Discover and Share
Stay connected with us.
#SchoolMint
#Paperless Enrollment
#CCSACon
@School_Mint
SchoolMintdotcom
SchoolMint
SchoolMint has
processed over 200K
students across 6200
lotteries.
Speaking from experience...
“1.6 million
applications”
➢ Maximize # of applicants through
marketing & outreach
➢ Maximize completed apps through
easy process, accessible devices,
multilingual support & parent
training
➢ Optimize lottery, matching, &
assignment processes
➢ Maximize matching and filled
seats by over-communication with
parents and added transparency
• Make sure your application is short and
simple!
• Make it easily accessible
• Automatically assign application priorities
and route forms
• Enable families to provide verified
signatures, upload attachments
Best Practice #1:
Simplify the Application Process
“We’re obsessed
with ensuring that
our application
process is flawless
and accessible for
families.”
Trey Thompson
Enrollment Analyst
Noble Network, Chicago
Best Practice #2:
Increase confidence in data integrity
• Use forms with intelligent auto-completion
• Verify addresses with Google Maps and USPS
• Standardize the collection of data - validation, data rules, etc.
• Reports like age-inconsistency report and duplicate applications
report
• Take the edge off by practicing in sandbox!
Best Practice #3:
Save time and improve efficiency
• Run lotteries with unique, customizable priorities, timelines,
applicant types
• Send automated notifications with deadline reminders, missing
info requests, offer status
• Enable parents to register online immediately following receipt
of offer
Best Practice #4:
Provide real-time application status
• Enable parents to track the status of their
application at any time
• Track applicants eligible for offer and send
notifications with click of button
• Monitor dynamically updated waitlist based on
lottery preferences
“I can now get back
to families right
away...there is
immediate
engagement.”
Scot Kerr
Achievement First
Best Practice #5:
Meet compliance and reporting requirements
• Make sure your data is secure!
• Monitor all moves & changes in applications
and maintain audit logs
• Download data for custom reporting and
analytics
“SchoolMint
ensures tight
compliance and
enables more
insightful analysis.”
Charlie Wolfson
Alliance College-Ready
Public Schools, LA
Best Practice #5a
You Can’t Measure What You Can’t Manage
“We obsess about reports and data and
want to make sure we can make decisions
based on this data. We look at the funnel -
lead cultivation, applicants, lottery
participants, waitlist, etc.”
Javier Dimas, IDEA PS
“What is really important to me is
tracking monthly pacing vs prior
year on key application and
enrollment metrics - things like
total # of applications and offer
to registration conversion.”
Betty Chen Roja, Summit PS
“We were drawn to
SchoolMint because of its
unparalleled user experience
– it was comprehensive and
easy to use, and we could
trust it would be the best fit for
all of our stakeholders.”
Jaciel Castro
Student Recruitment Manager
KIPP San Antonio Public Schools
“We chose SchoolMint to
manage our school choice
programs. No other system
could support our complex
lottery needs….”
Mandele Davis
School Choice Project Manager
Spring Branch ISD | Houston, TX
“Across the board, SchoolMint
has really streamlined our
operations.”
Clinton Loo
Operations Analyst
Aspire Public Schools
“Within two years, my school
has gone completely paper-less
for all applications, registrations
and re-enrollments!”
David Bond
Director, Operations and Enrollment
No Oakland Community Charter
Schools

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From Paper to Painless: Automating your Application and Lottery

  • 1. California Charter Schools Conference March 21, 2017 From Paper to Painless: Automating your Application and Lottery
  • 2. An online and mobile student enrollment and school choice platform for K12 Schools Solutions for district, charter, and independent schools *Native iOS and Android Applications*
  • 3. “Our schools are able to better manage the application process from start to finish, plus it makes the process significantly easier and more intuitive for our families.” Charlie Wolfson Director of Project Management Alliance College-Ready Public Schools, LA California Charter Schools & SchoolMint “SchoolMint automates the time-consuming enrollment process so that we can focus on what really matters to us: helping students succeed.” Cindy Tsai Director of Regional Operations, KIPP Bay Area
  • 4. Session Objectives • Discuss best practices which can improve your application & lottery management processes • Explore automated tools which improve application & lottery efficiency and parent/staff experience • Share with and learn from your colleagues
  • 5. Discover and Share Stay connected with us. #SchoolMint #Paperless Enrollment #CCSACon @School_Mint SchoolMintdotcom SchoolMint
  • 6.
  • 7. SchoolMint has processed over 200K students across 6200 lotteries. Speaking from experience... “1.6 million applications”
  • 8. ➢ Maximize # of applicants through marketing & outreach ➢ Maximize completed apps through easy process, accessible devices, multilingual support & parent training ➢ Optimize lottery, matching, & assignment processes ➢ Maximize matching and filled seats by over-communication with parents and added transparency
  • 9. • Make sure your application is short and simple! • Make it easily accessible • Automatically assign application priorities and route forms • Enable families to provide verified signatures, upload attachments Best Practice #1: Simplify the Application Process “We’re obsessed with ensuring that our application process is flawless and accessible for families.” Trey Thompson Enrollment Analyst Noble Network, Chicago
  • 10. Best Practice #2: Increase confidence in data integrity • Use forms with intelligent auto-completion • Verify addresses with Google Maps and USPS • Standardize the collection of data - validation, data rules, etc. • Reports like age-inconsistency report and duplicate applications report • Take the edge off by practicing in sandbox!
  • 11. Best Practice #3: Save time and improve efficiency • Run lotteries with unique, customizable priorities, timelines, applicant types • Send automated notifications with deadline reminders, missing info requests, offer status • Enable parents to register online immediately following receipt of offer
  • 12. Best Practice #4: Provide real-time application status • Enable parents to track the status of their application at any time • Track applicants eligible for offer and send notifications with click of button • Monitor dynamically updated waitlist based on lottery preferences “I can now get back to families right away...there is immediate engagement.” Scot Kerr Achievement First
  • 13. Best Practice #5: Meet compliance and reporting requirements • Make sure your data is secure! • Monitor all moves & changes in applications and maintain audit logs • Download data for custom reporting and analytics “SchoolMint ensures tight compliance and enables more insightful analysis.” Charlie Wolfson Alliance College-Ready Public Schools, LA
  • 14. Best Practice #5a You Can’t Measure What You Can’t Manage “We obsess about reports and data and want to make sure we can make decisions based on this data. We look at the funnel - lead cultivation, applicants, lottery participants, waitlist, etc.” Javier Dimas, IDEA PS “What is really important to me is tracking monthly pacing vs prior year on key application and enrollment metrics - things like total # of applications and offer to registration conversion.” Betty Chen Roja, Summit PS
  • 15. “We were drawn to SchoolMint because of its unparalleled user experience – it was comprehensive and easy to use, and we could trust it would be the best fit for all of our stakeholders.” Jaciel Castro Student Recruitment Manager KIPP San Antonio Public Schools “We chose SchoolMint to manage our school choice programs. No other system could support our complex lottery needs….” Mandele Davis School Choice Project Manager Spring Branch ISD | Houston, TX “Across the board, SchoolMint has really streamlined our operations.” Clinton Loo Operations Analyst Aspire Public Schools “Within two years, my school has gone completely paper-less for all applications, registrations and re-enrollments!” David Bond Director, Operations and Enrollment No Oakland Community Charter Schools