Date
Specialist Name
Engagement / Enrollment
Partner
Recording No.
Expectations
Does Not
Topic Criteria Comments N/A
Meet
Meets Exceeds
States or communicates clearly:
Compliance - Calls are recorded OR -----
- Calling on a recorded line
- Verified student identity before revealing
student information (2 pieces of information) if
FERPA inbound call -----
- Refrained from recording/reporting health
related information
- Warm, personable tone
- Listened to student intently, repeated
information to confirm understanding, as
necessary
Tone and Communication - Sought opportunities to connect more deeply
with student (asked follow up questions, reacted
personally or with genuine support/positivity to
shared information
- Spoke with appropriate speed, volume, affect
- Introduces self and role
Introduction and Agenda - Sets call agenda
Asked about or discussed:
- Student motivation for starting school
- Student interests or career goals
Student Discovery - Student Program interests
- Student's goals or hopes for program and
outcome
- Start dates and student's desired start date
Asked about or discussed:
- Student educational history (grad dates, degree
Educational History pursuit, credits completed, schools attended)
- GPA or other academic performance
- MCAT, GRE, ACT/SAT, as required or pertinent
Helped student:
- Navigate program options
- Learn about program(s) of interest
Program Navigation - Decide on a program of best fit OR
- Compile list of interesting programs to research
and decide on
Discussed:
- Eligibility requirements for partner
- Programs covered by CP benefit
- Benefit coverage (tuition, other)
Corporate Partner - Student's role, hours, trips, etc. pertaining to
benefit eligibility
- Finances student is responsible for (tuition
percentage, books, app fee, etc.)
Discuss the following (as pertinent):
- Program successes and outcomes
- University's/College's history, values,
School Highlights demographics, reputation
- Unique program highlights (flexibility, courses,
special selling points)
Discussed requirements including:
- GPA requirement for program(s) of interest
- Prerequisites, exams, degrees, etc.
Admissions Requirements Discussed processes including:
- Application requirements
- FAFSA process or requirement
- Transcript process (HS, College, or both)
- Application decision timeline
Discussed:
- Student plan to finance schooling
Finances - FAFSA eligibility or requirement
- Tuition price, if applicable
- Financial resources, as needed
Comments on any other aspects of the call
Other - Highlights - Opportunities - Concerns
- Recaps the call
- Sets next steps for student (selecting program,
completing app, sending transcripts, filing FAFSA,
completing prereqs, etc.)
Next Steps - Communicates what resources student can
expect (text, email, links, etc.)
- Communicates when student can expect next
follow up
- Sets follow up appointment, as needed
Strengths Areas of Opportunity
Questions or Knowledge Gaps Top 3 Focus Areas
