It is amazing how savvy people are today. Having the binder keeps you on step and away from misspeaking to a potential student.
Christine, You will find the best way to organize according to your individual institution's process. While you will have the compliance side of the binder, you will quickly find your own reference line and setup. Don't feel that everyone's binder will be the same. Most institutions require a specific guideline for the student side.
You will find that most potential students are focused on their relationship with the institution they are looking to attend. Many times you will need to "show" them the rules of the state to clarify why your institution is doing this particular requirement.
Don't forget to refer also to the state website occasionally to see what is new with the regulatory side.
You will find that initially a notebook is an arduous process, but it assists you twofold. One in that you become more familiar with its contents. Second, when you need to refer to the binder you will have organized it in a fashion that you personally have built according to your own requirements.
That's an excellent idea. Your co-workers will have valuable insight to the nuances of your particular institution.
Compliance and details in student files is extremely important.
The sheet protectors are an excellent idea. Keeps everything clean and professional.
The process flow chart is great! It provides a quick visual reminder and makes sure you have everything in order. Great idea!
You also can have a checklist to serve you as a tracker on making sure everything is in tack with the students files
I'm totaly agree with you. This is exacly my way from study.
I'm start organizing my notebook following the instructions and recommendations in the course, in order to be an efficient agent for my Institution.
Also, I will access, periodically, the Florida Commission for Independent Education's website to find out the latest information regarding the Florida rules, statues and regulations.
Trying to make my notebook more useful, I placed a laminated copy with divisions for every different subject, of each of the following documents in a handy, easy to go binder:
* Florida Statues Chapter 1005;
* Florida Administrative Code Commissions Rules, Chapter 6E;
* Enrollment agreement;
* Institution policy and procedures about student issues;
* Organizational Chart;
* Current general Catalog 2010;
* Financial Aid information handout;
* Ads and marketing slogans, including our website page;
* Phone and Email Directory [all campuses];
* Calendar of all the promotional activities to be schedule for the next months;
Annette, Sounds terrific and well organized. You will be well prepared to represent your institution.
First I gathered and printed the pertinent regulations and placed them in my resource book. Next I have placed a copy of our catalog in the resource book and finally I have a copy of our admissions application and financing agreement placed in the book. I have cross referenced these to ensure that we have consistentcy between our catalog and the admission application per the regulations.
Dear Michael, Excellent. You will find this very helpful in dealing with your clients.
1. Student Profile
2. Student Assessment Exam (Min 70%)
3. Copies of 2 forms of government issued ID.
4. Copy of Proof of Eduation
5. Typed and signed Enrollment Agreement
6. Financial Documentation
7. Student Enrollments Print out
8. Student Resume
As many have mentioned here a key element to organizing paperwork involves tabs and labeling for accesibility. Another step I've taken is creating a digital PDF copy. This has made it easier at times to reserach for an item and add and update paperwork in it.
Brian,
The question relates to your Agent's notebook. Explain how your documentation is prepared. The response above appears to be geared to orrganizing the enrollment paperwork for your student.
I am staying organized just as they suggested. I have a binder with dividers and the rules up front.
With a binder and a divider referring to the section...(ie.1005, in this case). I also have a digital copy in my computer with the attachments and the link to the Florida Statues (http://www.flsenate.gov/Statutes/index.cfm?App_mode=Display_Statute&URL=Ch1005/titl1005.htm) so I can be up to date to any changes.
