Scholarships are in, now what

JoleneWillis
JoleneWillis Posts: 8 ✭✭
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edited April 23 in Grants & Scholarships

I'm looking for best practices or procedure list of how to process scholarships through SLM before sending apps to evaluators/selection committees. Do you review them and abandon ones that clearly don't qualify, etc. and then mark the app complete, etc? Would appreciate your insights or any shared docs of procedures. Thanks!

Comments

  • SarahBurzycki
    SarahBurzycki Posts: 15 ✭✭
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    We do not use the UA so I don't how applicable our process would be if you use UA. During the first screening, we abandon incomplete/draft applications. I run reports for our different scholarships so it's easier to look through the applications for ones that don't meet the hard criteria of a specific scholarship (GPA, type of school attending, major, played sport, etc.). Applications that don't meet the hard criteria I'll draft deny at this point. I use the reports function a lot when we are screening and evaluating applications. I'll then review any remaining ones in the submitted bucket and mark them complete if all the information is there. Early in the application period, it's easier to review and mark complete as they come in but the flurry of applications the last two days is hard to keep up with. It's more efficient for me to run reports first and deny any that don't meet the criteria. I also draft deny as they are submitted if they clearly don't meet hard criteria (ie wrong major). Hope that helps a little.

  • JoleneWillis
    JoleneWillis Posts: 8 ✭✭
    Foundant Fan 5 Likes First Compass Anniversary Photogenic

    Thank you! We have UA and stand alone processes. So you create your reports based on the eligibility criteria and then run it against each year's applicants so you're not reinventing the wheel each year - correct? Thank you for sharing - we're trying to make SLM work harder for us.

  • SarahBurzycki
    SarahBurzycki Posts: 15 ✭✭
    Conversation Starter Third Compass Anniversary 10 Comments 5 Up Votes

    Yes, generally that is the case. There are some minor updates to the reports each year but it's generally not reinventing the wheel.

  • MollyCerroni
    MollyCerroni Posts: 47 ✭✭✭
    Foundant Fan Scholarship Lifecycle Manager (SLM) Second Compass Anniversary 25 Likes

    We do not use the UA. Using the eligibility quiz keeps applicants away from any scholarships they do not qualify for. We do not consider any applications in draft, only ones that were submitted. Any required items were required questions, but I suppose it could happen that an incorrect document was uploaded. I think there may have been one time in three years we encountered an incorrect document. We had not checked the documents (too many), they "came out in the wash", meaning a reviewer reported it to us.

  • CarolSloper
    CarolSloper Posts: 7
    Third Compass Anniversary Summit 2024 5 Likes First Comment

    We have added required admin only questions within the application for us to validate eligibility. We have to check Yes before we can mark it complete so we don't mistakenly let anything through that hasn't been verified. (We list all of the required elements in the prompt as we have 72 scholarships and all are different eligibility.) This is our second year of doing this and it has dramatically improved our screening process before assigning for review.

    If the app doesn't qualify, we notify the applicant and then mark it denied.

    I only mark abandoned for drafts that aren't submitted by the deadline.

  • JoleneWillis
    JoleneWillis Posts: 8 ✭✭
    Foundant Fan 5 Likes First Compass Anniversary Photogenic

    Would you mind sharing a copy of your full application with the admin questions in it? j.willis@dekalbccf.org

    I'm going to rebuild our UA and put all of our scholarships in it and no stand alone processes (the goal), so I would appreciate seeing the structure of others' apps. We have about 90 scholarships so I feel your pain! ;)