Kathi Hale

Excellence in Admissions
CHEP Status: Active
CHEP Awarded: 09/19/2023

Badge Evidence | Completed Courses (4 Hours Each)

Effective communication skills are essential in every aspect of life - especially in our work with students. This course provides a foundational understanding of all forms of communication and offers new techniques to improve admissions performance. In addition, a communication hierarchy provides participants with an advanced understanding of rapport building and connecting with today's students.
Whether your admissions personnel work exclusively by telephone or use the phone for setting a face-to-face appointment, they need a tool kit of powerful telephone techniques to be successful in working with students. This course provides best practices for both inbound and outbound calls. Admissions professionals learn how to project professionalism and a positive attitude in their telephone personality and identify methods for conducting effective and appropriate calls.
Success in helping students begins with “connecting” in a meaningful way. These connections are formed through our ability to understand generational experiences and preferences in communication. Additionally, a better understanding of ourselves helps us connect with students. This course explores how to work better together by using common collaborative principles and improving teamwork.
Ethical behavior in recruitment is essential to student and institutional success, and is a crucial component of a compliant institution. This course provides a framework to evaluate your current admissions interview process and offers new tools that allow for meaningful connections with today's students. An ethical enrollment process will help your students make their own best decisions and will increase the effectiveness of your admissions personnel.
Let’s face it, today's students have a plethora of information at their fingertips; but can they truly understand in a meaningful way all that your school has to offer? This course takes product knowledge and presentation skills to a higher level with enhanced tools and techniques to improve your "sales" skills. Additionally, advanced methods for presenting the attributes and benefits of your institution will be explored, along with successfully addressing challenges and resources.
In this course, we will examine the fundamentals of value, benefits, and worth. In addition, we will utilize techniques and tools to prepare and present the value of your institution. Finally, we will review tips and best practices to maximize your value presentation. Once you have completed the course and activities, you will be prepared and ready to best serve your students and school with your value presentations.
The most successful admissions professionals are those who maintain a positive attitude and energy, but maintaining that positivity each and every day can be tough. This course focuses on the importance of understanding and building your personal attitude and energy to maximize your effectiveness. You will have the opportunity to assess your attitude and energy and manage these elements to maximize your performance. In this course, we will examine the fundamentals of attitude and energy and understand why they are so important to your success. In addition, we will utilize assessments to look at your current attitude and energy levels. Finally, we will review tips and best practices to enhance your energy and attitude output. Once you have completed the course and activities, you will be prepared and ready to best serve your students and school by maximizing your personal attitude and energy.
Today’s admissions professionals need expanded methods to adapt to where the prospective student is in the decision-making process. Whether you work with students online, face-to-face, or a little of both, adding variety will help you successfully connect with your students. In this course, you will discover ways to improve your connections with prospective students, best practices for inbound and outbound communication, how to address challenges in the moment, and methods for effective follow-up that improve your effectiveness as an admissions professional.
Questioning and listening are essential elements of communication—especially when working with students. This course provides an in-depth understanding of the purpose of skillful listening, and how this is necessary to be the most effective in your position. In addition, this course provides an in-depth understanding of the purpose and types of meaningful questions. You’ll be introduced to the fundamentals of both questioning and listening, as well as new tools and techniques to help you refine your questioning and listening skills.
The purpose of this course is to improve the relationship and dynamics between the admissions representative and prospective students to ensure an educational goal is soundly met. The relationship cycle, the importance of relationships, and the process of finalizing the enrollment are discussed. The goal of this course is to help develop a better understanding of the topic and produce tangible resources to help implement plans, strategies, and ideas at your school. In addition to lecture videos, links to possible resources, and assessments, you will be able to utilize the Journal and Learning Activities.
This course is designed for employees of all roles and levels at institutions that participate in federal financial aid programs. The course provides an awareness of prohibited acts which could adversely impact operations, and covers the requirements which must be adhered to in order to maintain good standing with state* and federal regulations as outlined in the Program Integrity rules. Emphasis is on areas of misrepresentation related to advertising and recruitment activities, interactions with prospective students and appropriate communication of disclosures and other publications. *This course currently covers the regulations for the following states: AZ, CA, CO, FL, GA, IL, IN, KS, LA, MA, MI, MN, MO, MS, NC, NM, OH, OK, OR, PA, SC, TN, TX, VA, WA. Course participants can select specific state(s) at the beginning of the course to customize the training content to their state.
This compliance training course is designed for admissions, financial aid and career services employees of accredited institutions participating in federal financial aid programs. The course provides a clear and practical understanding of the federal regulations that govern the conduct of your institution and correspondingly underlay the performance of your job. The purpose of the course is not to train you to become a regulatory expert, but to provide the information you need to do or say the right thing when interacting with both prospective and enrolled students, as well as the consequences of doing or saying the wrong thing whether by mistake or with intent. More importantly, the course emphasizes that 'Doing the Right Thing' ensures that we provide an environment of trust where prospective students receive the information they need to make informed decisions about their education.
This course is designed for campus management and employees at all levels seeking a better understanding of creating a compliant culture in today's regulatory environment. It summarizes the importance of creating a culture that aligns with regulatory oversight as the cornerstone of an organization. A synopsis is provided on the interwoven relationship of the Triad with emphasis on the Program Integrity rules. This course also explores the "Do’s and Don’ts" for communicating with students throughout their education whether it is during enrollment, financial aid, education or career services. Additionally, specific sections provide management with a more comprehensive review of Program Integrity rules and how they impact faculty and staff interactions with students.
The Family Educational Rights and Privacy Act of 1974 (FERPA or the Buckley Amendment) is a federal law in the United States designed to provide students with access to, and the privacy of, their educational records. The law applies to students in higher education and educational institutions that receive funding under a program administered by the U.S. Department of Education. This course is designed to provide participants with a working knowledge of FERPA guidelines to ensure proper handling of educational records and other institutional requirements.
In this course, using your accrediting body’s criteria, you will study the language and intention of accreditation. Participants will develop a different perspective on the self-study process and an understanding of how to craft the self-study report to effectively communicate how present practices meet the standards. Discover what the standards really are and what it takes to meet them, interpret and communicate your institution’s current operating practices in the context of the criteria, and develop a more accurate understanding and expression of how your institution can provide the evidence needed to demonstrate compliance.
Is your campus ready for a full unannounced visit at any time? Onsite visits are becoming more frequent in recent years and unannounced visits even more so. This training is designed to aid campus leaders to be prepared, using best practices and practical tools, to host an onsite visitor at any time, including visits that are unannounced, by any organization such as state agencies, veterans’ organizations, regional, national and programmatic accrediting agencies and the Department of Education.
This course offers strategies to provide employment and job search skills training that enables students to seek jobs in the field for which they are trained. You'll learn how to offer comprehensive career services regardless of whether your career services department is staffed full- or part-time. The course provides strategies for an institution to set up a Career Services Department, enhance and run it, and measure results. It describes how a successful career services department can ensure that your students have the skills and self-confidence to succeed in the workplace. You'll learn techniques to increase placement rates and reach out to the community to meet and maintain relationships with hiring decision-makers.
Military veterans represent a unique type of non-traditional student and must overcome distinctive challenges to reintegrate into the civilian workforce. With an influx of over one million veterans projected to enter higher education in the next several years, career services personnel must be prepared to provide the level of service these students need and deserve. This course helps career services practitioners understand the unique obstacles veterans face in the reintegration process, how to help them translate their military experience into civilian language and provides strategies & tools that can support veterans in becoming gainfully employed.
Help students ace the interview with successful tactics to showcase their qualities and make them the best fit for the job. A career management specialist will be able to master the appropriate actions for students to take before, during, and after the interview. These tactics can then be implemented in a career management class or during the preparations for prospective job interviews. The goal of this course is to help develop a better understanding of the topic and produce tangible resources to help implement plans, strategies, and ideas at your school. In addition to lecture videos, resource links, and assessments, you will be able to utilize Journal and Learning Activities, which will continue to be useful after successful completion of the course.
Remote work has been on the rise for decades and is now shaping the way companies everywhere do business. To work effectively in remote environments, you must learn new skills, tools, and mindsets that enable you to communicate, collaborate, and connect with colleagues you may never physically meet. This course will teach anyone considering or currently working in a remote position how to boost their productivity, balance work-life demands, and build meaningful professional relationships regardless of place, proximity, or time zone. With the knowledge and skills developed in this course, you’ll be better equipped to thrive, or help others to thrive, in remote work settings.
This course is an introduction to the foundation of work-based learning (WBL). Quality WBL is about a continuum of opportunities for students to connect to business. As a WBL coordinator, your roles are numerous and varied, but the position is rewarding when you can help students gain awareness to their future. WBL delivery models that are designed to provide WBL experiences for students in different community settings will be shared. Strategies for model implementation will be provided to facilitate WBL opportunities to and for all students.
This course provides a blueprint for running an effective financial aid office in an educational institution. You will learn to optimize the performance of your financial aid office with a minimum of waste, expense, and unnecessary effort. The course covers the cornerstones of an efficient financial aid office: timeliness, accuracy and customer service. You will also be advised of pitfalls to avoid in the realm of Title IV compliance. You will learn the key points to building an effective business office processing procedure. Reports and notifications required by the Department of Education are also explained. In addition, you will be given pointers on preparation for the annual Student Financial Aid (SFA) compliance audit and alerted to the most common triggers for Department of Education Program Reviews.
This course offers proven-successful techniques that ultimately prevent student loan delinquencies and defaults. Because there is not one miracle that reduces the chance of student loan defaults, this compilation of ideas and practices collectively greatly reduces those risks by giving ownership of the loan responsibilities to the students who benefit from them. By integrating effective borrower education and interaction from the day your students walk through your front door, your students will embrace the state of mind needed to give them lifetime accountability for their Federal Student Loans obligations.
This course is designed for the financial aid representative who is familiar with the financial aid process, and the campus manager seeking to learn more. The course provides a detailed review of the FAFSA to ISIR/SAR application process, concentrating especially on the technical aspects of the process beyond timeliness and accuracy. The importance of documenting verification and clearing comment codes will be explored, in addition to your role in using professional judgment.
With a seemingly endless stream of new laws and regulations, institutions have become burdened with ensuring they are compliant, while continuing to give great customer service to their students and families and all while achieving larger institutional goals. The role of the Financial Aid Office in compliance cannot be underestimated, but the Director of Financial Aid cannot ensure compliance in a vacuum. This course is designed to examine the fundamentals of law and regulation, and of the enforcement process. More importantly, this course provides tools for School Directors, Chief Financial Officers, Enrollment Managers, and Financial Aid staff to develop and build compliant practices that don’t interfere with effective operations, customer service or institutional goals.
This course will help participants to interpret the many rules and regulations that are required by educational institutions offering Title IV funding. It will aid in preparing management and faculty in recognizing that compliance is the responsibility of the entire institution and is not just the job of the Financial Aid Office. Course content will also aid the individual in building a “culture of compliance" which will encourage teamwork and secure the cooperation of others on campus.
To do their job - accomplishing work through others - managers must develop and use persuasion skills rather than simply issue orders. Formal authority no longer gets managers as far as it used to. This course will help you master the art and science behind successful persuasion so you can begin changing others' attitudes, beliefs, or behavior to create win-win solutions.
This course will show you how to discuss and resolve difficult interactions in the workplace - whether with employees, peers, bosses, or even suppliers and customers.
How well do you work with your supervisor? This course will help you develop a mutually rewarding relationship with your supervisor. You will learn proven techniques for effectively communicating and negotiating with your supervisor, presenting problems or opportunities and accepting responsibility for your proposed actions.
This course will show you how to set realistic goals, prioritize tasks, and track milestones to improve performance and morale.
This course will help you master effective time management techniques. You will learn to analyze how you currently spend your time and pinpoint opportunities for improvement. The course will show you how to plan your time efficiently using scheduling tools, control time-wasters, and evaluate your schedule once it is underway.
In this course, you will learn the difference between positive stress that enhances productivity and negative stress that breeds tension, lowers productivity, and undercuts job satisfaction. The course includes strategies for dealing with underlying causes of worry and stress, with tactical advice and coping mechanisms for immediate problem management.
This course will show you how to manage an intellectually diverse work group and their environment to produce more and better ideas that encourage innovation when developing products and work processes.
If you are an owner or executive of an educational institution, you want to get the most value out of your marketing dollars. For this reason, publicity should be a part of your daily marketing strategy. In this course, you will learn over 100 strategies to build a great image for your institution, reach the people most likely to enroll, and open new markets. We'll show you how easy and inexpensive it is to get your institution's information placed in local newspapers, in the homes of your best leads, and on the desks of your future employers. This course is a must if you want to reduce your high-priced advertising costs and increase enrollments.
How many times have we said “if we’d only known” as a student walks out the door? No one starts classes planning to fail, but unfortunately problems do arise that present barriers to success. Students are good at identifying these problems blocking their path to success, but they frequently don’t have adequate problem solving and communication skills needed to overcome these problems. This course looks at the effect of stress on attrition, the use of tools to identify and help students at risk, and how to develop an institutional culture that shares responsibility for student success across the entire organization.
This course uncovers the secrets of today's successful businesses and their strategies of first-class customer service. You will learn the components of first impressions that can help you increase and keep your enrollments. This course will also help you to locate the specific areas of your operations where you can implement an improved customer service plan for your institution – whether it is admissions, student services or academics.