1. Use an Online Checklist to Keep Students in the Loop Kirkwood Community College

2. Agenda Call for change Kirkwood One Stop Service Model Can we make it easier to navigate? Customer Service is the key Make process more transparent Technical implementations text

3. Change In Service Model Physical changes Change in service model Cross-Training Changes in technology to add text

4. Improvements Web chat Phone system Document imaging Online tools –Financial Aid TV –Financial Aid Checklist add text

5. Financial Aid Checklist Gives students a current status Helps them navigate the process more efficiently Keeps them up to date on any changes Allows them to self-serve

6. Financial Aid Checklist Tutorial http://kirkwood.financialaidtv.com/#playlist- 2175:video-0http://kirkwood.financialaidtv.com/#playlist- 2175:video-0 Financial Aid TV tutorial for students on how to navigate the Financial Aid Checklist

7. Technical Implementations e and text Copied and modified WBCOS01 – My Documents Created Custom CMC Codes Created Communications Track Created Custom Paragraph

8. Technical Implementations Create basic track “FA Eaglenet Checklist base” for all students Requires student to complete FAFSA Once FAFSA arrives, remainder of requirements assigned based on term Custom tracks created for each term

9. Technical Implementations Custom paragraph written Checks to see what codes need to be assigned using CRG Each morning the custom paragraph runs to see what students have satisfied requirements Creates a saved list for each CMC code that is on the track

10. Technical Implementations Use CRG to mark appropriate codes as received This is reflected on the Checklist for the student to see Built into two CMC codes are e-mails that let the student know: –They can now use the Financial Aid Checklist and instructions on how to read it –Their money is disbursed and when they can and can’t use it at the Kirkwood Bookstore

11. Choose an Academic Year Landing page for students to choose year

12. Helpful Checklist Information Helpful links at the top of the Checklist

13. My Financial Aid Checklist “not complete” Click to add text

14. My Financial Aid Checklist “complete” Click to add text

15. Questions??? Can we help answer any questions? In the process of completing a survey of students to learn what students liked/disliked about the Checklist Have you created any custom tools for student services?

16. Contact Information Chris Bowser Enrollment Services Manager (319) 398-1252 cbowser@kirkwood.edu Lori Bascom Programmer (319) 398-7134 lbascom@kirkwood.edu