We recently asked 500 scholarship administrators what the biggest pain points with their current application processes were, and the overwhelming majority indicated that they had trouble organizing incoming applications and received too many incomplete applications. We’re here to help! You'll learn: Best practices for creating & structuring an application workflow Better techniques for collecting, managing and coordinating applications How to automate communications and administrative tasks with FluidReview ​ If you’re looking to improve the quality of the applications you receive, gain more control and insight over your process, and drastically decrease administrative workloads, then this is a webinar you won’t want to miss!

1. Scholarship Management 102
All About The Workflow
Efficiently Managing Your Application Process
Hannah Cameron
Content Marketing Specialist
FluidReview
Shannon McCluskey
Marketing Specialist
FluidReview

2. @getfluidreview
#FluidProcess

3. ● Let’s hear from the Admins - Survey Results
● How Can You Improve Your Process?
● What an Online Platform Looks Like!
● The Summit Foundation Shares Their Application Process
● Q&A
Total Time: 30 mins and 10 mins for Q&A
#FluidProcess
Today’s Agenda

4. Collecting and Managing Scholarship Applications
Common Administrative Pain Points

5. #FluidProcess
Administrative Survey 2016
The survey asked scholarship providers what they
thought of their current application processes, how
they currently collected applications and what their
biggest challenges were.
● Over 460 responses were collected

6. #FluidProcess
48%Organizing Applications
What are the biggest challenges you face
in your application process?

7. #FluidProcess
43%Managing Paper
What are the biggest challenges you face
in your application process?

8. #FluidProcess
40%Reporting
What are the biggest challenges you face
in your application process?

9. #FluidProcess
Of organizations are
still using paper based
processes
25%

10. #FluidProcess
Of organizations have a
partially online, partially
paper based application
process
48%

11. Collecting and Managing Scholarship Applications
How can we overcome
these challenges?

12. #FluidProcess#FluidProcess
1. Centralize your application process online
BetterOutdated Ideal
Paper, mail & fax Online forms &
email
Online application
portal

13. #FluidProcess#FluidProcess
● Ensure an accessible online application experience
● Simplify the administration process with the ability to collect
applications, manage the review process and communicate with
applicants, reviewers and recipients through a single solution
1. Centralize your application process online

14. #FluidProcess#FluidProcess
2. Right Tools for the Task
● Your process should fit to your needs, you shouldn’t have to adjust
your process to fit to it
● Use tools that were designed for the task, and your applicant,
reviewer, and admins will have a better experience and save time

15. #FluidProcess#FluidProcess
3. Automate administrative tasks
Automations and triggers can help your process run itself...
If x + y then z

16. #FluidProcess#FluidProcess
Today, almost every part of an application process can be automated:
○ Application sorting and organization
○ Applicant notifications and follow-up
○ Letters of reference
○ Reviewer assignments
○ And more..
3. Automate administrative tasks

17. #FluidProcess#FluidProcess
4. Identify your key metrics
● Determine what’s most important to track (# of applicants, quality of
applications, etc)
● Archive and compare data from year to year
● Create a reporting structure that makes it easy to collaborate and
share

18. #FluidProcess#FluidProcess
5. Test your process
Take on the role of...
Applicants Reviewers

19. #FluidProcess#FluidProcess
● Test internally and externally
● Examine your process from the perspective of all stakeholders:
applicants, reviewers and administrators
● Troubleshoot issues before going live
5. Test your process

20. Collecting and Managing Scholarship Applications
Let’s Build a Workflow

21. #FluidProcess
Summary
Centralize your Process Online1
Right Tools for the Task2
Automate Redundant Tasks3
Identify Key Metrics4
An improved workflow
process =
Happy Admins
Less Administrative Workload
More Insight and Control Into
Your Process
Testing Your Process5

22. FluidReview Case Study

23. Established in 1984, The Summit Foundation is a community foundation
dedicated to improving the quality of life for residents and guests of
Summit County and Neighboring Communities.
The Summit Foundation

24. • An outdated process
• Expensive costs for parents
• Heavy administrative workloads
• No reporting or insight into their process
Challenges

25. • Implemented FluidReview to manage the application process
• Started reporting on key metrics
• Admins have gained insight into the entire process
• Less administrative workloads
Solution

26. The Summit Foundation
“Talk about saving trees — it was amazing the piles and piles of paper students were sending and
reviewers were going through. It was so much easier to review. It just worked for everybody, paper
piles are really old fashioned.”
“If you just think of the nature of how it was before, sorting through the stack of paper and entering
that by hand would have taken days. Now we save a ton of time and don’t need to worry about
human error as we did with manually entering stacks of paper to a spreadsheet”

27. So what’s next?

28. Book a free 15 minute consultation call with our
experts to learn how to begin simplifying your
scholarship application process with FluidReview!
ymonkey.com

29. Join us for Scholarship Management 103:
Awarding the Best Applicants
How to Simplify your Review Process
July 26th, 2016 @ 2 PM Eastern Time

30. Q&A
Submit your questions in the chat box, or
reach out on Twitter with #FluidProcess

31. Thank You!