Admissions Toolkit

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Provide expert analysis, design, development, acquisition, installation, maintenance, programming, testing, Quality Assurance, troubleshooting, Problem Resolution tasks, mission Critical Applications, computing, and Database Management for the Office of Admissions and Recruitment.

More Uses of the Admissions Toolkit:

  • Devise: review and processes Admissions applications and documents in an electronic environment.

  • Oversee the local Admissions process, ensuring that it runs smoothly, from lead to application, to contract, to close.

  • Make sure that your organization maintains and coordinates electronic messaging and communications for the Office of Admissions.

  • Establish that your organization supports the data coordination and Office Management in Admissions operations and processing.

  • Manage the Admissions process across multiple enrollment systems and operations while adhering to Generation standards.

  • Manage work with Admissions and other staff to help identify and implement Best Practices, use new features, and troubleshoot and resolve issues.

  • Create report needed to execute Communication Plans and meet needs of Admissions Team Members.

  • Oversee all Admissions and enrollment (materials, events and marketing practices) for entire organization using data to inform decisions.

  • Be accountable for identifying and benchmarking standards of Best Practice related to throughput, efficiency, length of stay, Resource Utilization, high quality Admissions, readmission avoidance, and transitions of care across the continuum is your organizational standard.

  • Manage the Admissions and Marketing Team on new ideas to grow enrollment.

  • Formulate: function as a key point of contact between Case Management staff, Admissions and payers.

  • Establish that your enterprise communicates with organization department and staff on special exception Admissions.

  • Develop and deliver documentation and training to End Users as it relates to the technology used by the Admissions and Aid team.

  • Manage work with Admissions to assure compliance and communication of all health requirements.

  • Assure your organization participates in planning, developing, and evaluating e Admissions and outreach initiatives.

  • Systematize: monitor and respond to emails in the Admissions email queue in your Salesforce based, Admissions information Management Systems (aims).

  • Serve as one of your organizations foremost experts on organization Admissions.

  • Orchestrate: monitor performance indicators of Admissions and operations functions, identifying causes/trends and drive data based Decision Making through creation of insightful reports.

  • Audit: actively lead Professional Development related to Admissions and professional organizations.

  • Handle complex adjustments involving multiple Admissions and adjustments regarding pending returned notices.

  • Help optimize a Sales or Admissions team; ours resembles B2B SaaS.

  • Confirm you assess; and you do it all with just the right mix of advice, encouragement, and occasional cheerleading to ensure organization Admissions process goes smoothly and thoughtfully.

  • Be accountable for keeping abreast of Admissions regulations, Policies and Procedures.

  • Secure that your business develops and directs projects and initiatives to maximize the use of technology to enhance Admissions.

  • Manage work with cash control to ensure that all till handling procedures are understood and are properly performed each day by the Admissions team.

  • Ensure you allocate; integrated sales (Admissions/enrollment) and marketing go to market.

  • Inform Admissions and Marketing Strategy to drive enrollment.

  • Coordinate Admissions Data Sharing between partner and organization.

  • Secure that your organization coordinates referral process in conjunction with Admissions Department.

  • Maintain accurate and timely records of Admissions activities in Salesforce.


Save time, empower your teams and effectively upgrade your processes with access to this practical Admissions Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Admissions related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Admissions specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Admissions Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Admissions improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How does your organization evaluate strategic Admissions success?

  2. How are Training Requirements identified?

  3. Are Admissions changes recognized early enough to be approved through the regular process?

  4. Who is involved with workflow mapping?

  5. Why do and why don't your customers like your organization?

  6. How do you deal with Admissions changes?

  7. How do you govern and fulfill your societal responsibilities?

  8. What qualifications are necessary?

  9. What are the implications of the one critical Admissions decision 10 minutes, 10 months, and 10 years from now?

  10. What qualifications and skills do you need?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Admissions book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Admissions self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Admissions Self-Assessment and Scorecard you will develop a clear picture of which Admissions areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Admissions Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Admissions projects with the 62 implementation resources:

  • 62 step-by-step Admissions Project Management Form Templates covering over 1500 Admissions project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Admissions project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Admissions Project Team have enough people to execute the Admissions Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Admissions Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Admissions Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Admissions project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Admissions project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Admissions project with this in-depth Admissions Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Admissions projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Admissions and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Admissions investments work better.

This Admissions All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.