Suzanne Marquez

Excellence in Leadership
CHEP Status: Active
CHEP Awarded: 06/10/2023
Excellence in Admissions
CHEP Status: Active
CHEP Awarded: 06/12/2023
Excellence in Campus Operations
CHEP Status: Active
CHEP Awarded: 08/28/2023

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.
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 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.
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.
This course explores the critical differences between management and leadership. Participants will be introduced to definitions and myths about each area as well as how management and leadership must coexist for an organization to operate effectively. Participants will explore their own management/leadership tendencies.
Not everyone is suited for, or desires, a leadership position. One of the first steps to being an effective leader is to understand the desire to lead in the first place. Participants will explore their motivation to lead and develop a deeper understanding of their leader style(s).
Beyond understanding the role of the leader, the ultimate effectiveness and impact of a leader takes into consideration the followers and the situation, too. This course defines leadership impact and explores the Interactional Framework for Leadership.
The higher education industry provides a wealth of opportunities and challenges for those seeking leadership positions. In this course, participants will gain a deeper understanding of the higher education sector and themselves. The importance of higher education institutions will be explored along with developing a personal leadership legacy.
Get ready to add a number of skills to your toolkit as you develop as a leader! This course focuses on increased self-awareness in communication styles and learning; developing deeper understanding through empathic listening; and motivating through innovation.
This course provides you with a framework to put your self-discovery and learning into a workable plan to further develop your leadership skills. A step-by-step process is offered to help you create a meaningful Personal Leadership Development Plan (PLDP) complete with the development of SMART Goals and advice from some of today's leaders in the higher education sector.
This course provides a synopsis of the essential tasks of leadership setting direction, aligning people, and motivating others. You will learn how to recognize the skills and characteristics of effective leaders, create an inspiring vision, and energize people to support and work toward your goals.
Focus is essential to effective teamwork. In this course, you learn how to diagnose and overcome common problems - such as poor communication and interpersonal conflict - that can impede team progress. You will also learn to take corrective measures to remove team problems and improve team performance.
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.
In this course, you will learn how to manage diversity to extract maximum value from your employees' differences - including how to recruit diverse talent, resolve diversity-related conflicts, and communicate with employees and customers from other cultures.
This course will show you how to set realistic goals, prioritize tasks, and track milestones to improve performance and morale.
In this course, you will learn how to manage your career - including how to identify your business interests, professional values, and skills in order to target your most exciting career possibilities.
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.
What will your institution look like in five years? Growth takes change and the commitment of the stakeholders in your organization. A five-year plan is essential for any owner or director of an educational institution, no matter how long they have been in the business. It includes various elements such as your enrollment goals for all programs, plans for new programs, new profit center potential, fees and all financial aid opportunities, enhancement of student services, faculty and staff planning, marketing and development strategies, and planning for physical space to support your expansion goals. Also, development plans are often needed to satisfy licensing and accreditation requirements. This course covers the essential components and techniques involved in developing a comprehensive five-year plan. We will show you an effective step-by-step planning process that involves the participation of representatives from your institution including staff, instructors, students, graduates, and the employers who hire your graduates. The process encourages participants to share their knowledge and ideas, and everyone who participates in the process ultimately becomes a stakeholder in making the plan work. The course includes planning worksheets that you can download and use to help you develop your institution’s five-year plan.
This course shows you how to hire high-quality instructors and orient them to your institution. The skills also apply to hiring staff. It's easy to hire someone to do a job. But it can be difficult to hire the right person. You want instructors who are top notch. They represent your institution and interact with the most people at your campus and particularly your students. This course starts with how to determine exactly what type of people you need as your instructors. Then it shows you how to recruit and hire them. Once hired, you'll learn how to introduce them to the working environment at your institution. By the time you finish this course, you'll be recruiting, hiring, and orienting quality instructors. You'll see results in improved enrollments, student achievement, retention, and completion.
It is no longer news that predictive learning analytics are changing online classroom instruction. This course teaches current trends in locating, hiring, monitoring and retaining the best professionals that specialize in online instruction. More importantly, this course provides insights for using the new predictive analytic approaches to optimize management of online faculty. Generalized "best practices" are waning in favor of real-time monitoring for individualized qualitative and quantitative analyses. This real-time approach provides significantly increased student success and retention. Also addressed in the course is how to build a strong faculty management team, continuing faculty development recommendations and various business considerations.
Building a program to ensure a smooth "hand off" from Admissions to Faculty is a critical component of student retention. Applicants often develop a strong bond with their admissions representative that ends (from the institution's standpoint) once they begin classes. This online course provides practical ideas on designing an orientation program, first-week-of-class and other retention activities that connect the student with faculty, the college and each other that will help you retain and graduate more students.
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.