Small Shop Juggling Act

1
Small Shop Juggling Act

• Bill Whitlock
• Central Carolina Technical College
• Nancy Garmroth
• Spartanburg Technical College

2
Assessing The Situation

• Political Considerations
• Office Dynamics
• Layout of the Office
• The Numbers
• Support

3
Building An Office

• Evaluate Personnel
• Classifying Employees
• Re-Classifying Employees

4
Setting the Tone

• Expectations
• Follow-Up
• Take It To The Mat

5
Developing a Plan for the Office

• Staff Buy In
• Ownership
• Set Benchmarks
• Break Down Office Into Systems
• Administration Buy In

6
Connecting to the College

• Get on the Academic Management Team
• Be seen. Be heard.
• Initiate and Plan Meetings with Administration

7
The Flow

• Sluggish Office
• Hyperactive Office

8
In Office Efficiency Development

• Outlook Shared Calendar
• Instant Messaging

9
Staff Meeting

• What Is The Purpose?
• Consistency
• Results
• How to Conduct
• Creating the Environment

10
Financial Aid Planning Retreat

• Get Out of the Office
• How To Sell The Idea
• Staff Sets The Agenda
• Important / You bet
• Planning a Financial Aid Year

11
Managing Your Systems

• Conversion/Communication Management
• gt Tracking
• gt SAP
• gt Ineligible Program Procedure
• gt High School Non Graduate Procedure
• gt Initial File Review
• gt File Complete Procedure
• gt Packaging

12
Managing Your Systems

• Award Policy
• Award Letter and Inserts
• Counseling
• State Aid Programs
• Verification
• COD

13
Managing Your Systems

• Processing
• gt Updating Admissions, HS Transcripts and GED
• gt Checking Summer Starts
• gt Sponsor Reporting
• gt Remedial Credit Hour Tracking
• gt DHS Procedure

14
Managing Your Systems

• R2T4
• Budgets
• Calendar and Timeline
• Forms
• Reports
• Scholarships

15
Managing Your Workload

• Know The Calendar
• Overtime Approval
• Adjust Work Schedules
• Get Caught Up - No Major Projects
• Use Technology

16
Managing The Environment

• Get Support and Understanding
• Make Friends
• Develop Initiatives
• Develop Timeline
• Look Ahead and Plan
• Reevaluate Job Duties Yearly
• Make Good Hiring Decisions

17
Good Luck!!

• Assess Connect to the Campus
• Build the Office
• Plan
• Develop Systems
• Evaluate and Re-evaluate