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Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed Scholarships & Financial Aid Training Institute, Pace University Stephanie Biscow, Web Manager & Senior Systems Analyst, Pace University

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Page 1: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

Changing Times, Changing Ways!  Improving Financial Aid Service Through

Professional Training & Technology

Presenters:

Janice Hilbrink, Director of Endowed Scholarships & Financial Aid Training Institute, Pace University

Stephanie Biscow, Web Manager & Senior Systems Analyst, Pace University

Page 2: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

Demographics of Pace University

• Private, New York metropolitan university

• 13,500 students• Three major campuses

Page 3: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

Improving Financial Aid Service Through…

Professional Training Technology

Page 4: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

Using Professional Training to Improve Financial Aid Service

Page 5: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

CHALLENGE

Page 6: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

Challenge:

Training

Save Money

Consistency

Communication

Raising the Bar

Page 7: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

SOLUTION

Page 8: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

Solution:

Designate someone to oversee the Institute

Consult Marketing Department

Create a logo:

Page 9: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

Solution:

Set up invitations

Qualtrics (Feedback Form)

Budget

Page 10: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

PROCESS

Page 11: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

Preparation:

Determine training topics

One training per month

Plan ahead

Page 12: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

Save the Date

Send Evites

Track RSVPs

Procedure:

Confirm Speakers

Page 13: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

Confirm in advance

Sign- in sheet

Moderate Event

Event Checklist:

Be available

Stay calm

Page 14: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

RESULTS

Page 15: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

Qualtrics Survey

Share Feedback

Start planning next event…

Results:

Page 16: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

Example Survey Questions:

Page 17: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

Example Survey Results:

Page 18: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

Example Survey Results:

Page 19: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

Hello, I wanted to thank all of you for yesterday and the FA training day you put together. I want you to know how valuable I thought it was and that I was happy I spent the day in training. I really appreciate it and many members of the ADM that attended agree with me. I also told a few others that are going next week - that they are in store for a great day. The reference book is also quite valuable and I am glad to have the resource. Thanks for making the day informative and fun. KUDOS!!! Sign me up for FA102! D Donna Grand Pre

Recognition:

Page 20: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

Recognition:

Page 21: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

Using Technology to Improve Financial Aid Service

Page 22: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

CHALLENGE

Page 23: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

Customer Satisfaction

Accuracy

Page 24: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

Student Satisfaction

Common Mistakes

Page 25: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

SOLUTION

Page 26: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

Technology =

website

screencasts

+

Page 27: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

What is a screencast?

- a digital recording of computer screen output, often containing audio narration and even webcam video integration.

Page 29: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

Screencast Tutorials…

• Introduction to Financial Aid• How to Fill Out your FAFSA• Understanding your Award Notice• How to Complete Loan Entrance

Counseling• How to Sign the Master Promissory Note • Financial Literacy• Understanding Summer Financial Aid • Dependent & Independent Verification

Page 30: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

Benefits of Screencasts…

Easy & inexpensive to create

24/7 access of information

Multimodal Learning: hear it + see it = remember it

Page 31: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

PROCESS

Page 32: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

SOFTWARE/APPLICATIONS:

MS WORDMS POWERPOINT

CAMTASIA STUDIO

YOUTUBE

Page 33: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

HARDWARE:

PC

MICROPHONE

HEADPHONES or SPEAKERS

Page 34: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

Our Process:

Script

PowerPoint

RecordScreen

Export Video

Upload

Page 35: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

Screencast Project Manager

Financial Aid Staff

Script Developmen

t

I.T.

Web & Video Publish

Marketing & Communication

s

Compliance

Our People:

Page 36: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

RESULTS

Page 37: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

2,424 unique web page views to date

positive feedback

time saving

Our Results:

Page 38: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed
Page 39: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

www.pace.edu/financialaid/screencasts

Visit us at:

Page 40: Changing Times, Changing Ways! Improving Financial Aid Service Through Professional Training & Technology Presenters: Janice Hilbrink, Director of Endowed

Questions?