Managing your awarded applicants can be a time-consuming process. You might need to collect required documents from students, ensure that they still meet minimum qualifications, or have students formally accept your awards. You might need to create information packets for awardees to give them next steps. Some scholarship managers even need to plan events to publicly honor the students who have been awarded.
All of these moving pieces can add up to a lot of manual work on your part. Creating a plan for what items you need in advance of your awarding period will allow you to use your time and effort in a more effective way. Here are some common types of follow-ups that you might want to incorporate into your process.
Instructions for follow-ups Clear and concise steps will be helpful to ensure that you get all the correct items from each awardee. This will limit the amount of back and forth required to collect everything you need. Additionally, you could pass out information about next steps. Can the student be awarded a second payment for their scholarship? Are they allowed to apply again in future cycles? It is a good idea to spell out this information to reduce confusion for your awarded students.
Thank you letters The most commonly collected items from students are thank-you letters. These letters are not only a great way to drive donor engagement, they also create collateral to demonstrate how important the scholarship management process is in helping students. Awardees will have an easier time writing effective letters if you have provided them with information about the donor that they are thanking or some guidelines on writing a well-crafted letter.
Award acceptance forms If you need a student to formally accept an award before you can make a payment, you might want to consider creating a form that they can sign, either physically or electronically and return to you.
Headshots for publicity The ability to create marketing materials for your scholarship program can help bolster your donations and attract new donors to your foundation or institution. If you want to include photographs in these marketing materials, you can request them directly from the student. Keep in mind that you might also need to ask them to sign a photo release to publish their image.
Event RSVPs If you need to plan a scholarship award ceremony, it will be very helpful for you to know the exact number of guests to plan for. This follow-up will allow students to tell you if they can attend the event and how many people they are going to bring.
School bursar address If you need to send the scholarship check to the college or university that the student is attending, instead of to the student’s home address, this is a good time to collect that information.
Qualification validation Some scholarships have criteria that need to be met which a student might not have proof of during the application period. For example, if one of your scholarships has a requirement that the student be accepted into a particular program or school, the student might have only recently been accepted. You can collect this additional information during the awarding period to confirm they do in fact meet the requirements of the scholarship.
All of these follow-ups, and many more, can be included in a packet that you physically mail or email to students at the time that you notify them of the award. This packet can be reused with minor updates from year to year which will save you time in the current cycle and streamline the process for years to come.
If you are currently an AwardSpring customer or are interested in becoming one, be aware that we have functionality in our system to automate the follow-ups process. You can collect all materials online as well as provide any necessary documents or instructions. Additionally, you can review student answers and pass back to the student for additional attention if there is something missing or they have missed the mark.
We’ve worked with our clients to provide suggestions, help adapt platform features to fit their processes, and even facilitate conversations with other clients. If you are interested in learning more about AwardSpring to determine if it meets your scholarship management needs, please email email@example.com. If you are a current customer, please don’t hesitate to reach out to our support team to schedule a strategy call to talk through any questions or concerns you may have.
Implementation & Training Specialist
Posted on Fri, April 21, 2017
by Valerie Henderson