Instrument for Mid-Year Review

2019, by:

Your overall enrollment management strategy should be a living organism, not a static set of processes. To really be successful, it is critical to keep your living organism healthy with regular review and revision. Here are some recommendations and reasons for performing a Mid-year Review.

The most important reasons for doing a mid-year review are:

  • Very few schools do them.
  • It is too late by summer to enroll students
  • Students now change their minds in the summer and attend another school.
  • The changes that impact your fall are well underway now.
  • Changes in demographics and other data seemed to occur more in the winter and spring of 2016 and 2017.
  • Changes this year are likely to be bigger than 2016-2017 including:
    • More segmentation by age.
    • More segmentation by race.
    • Fewer people see the value of college.
    • These people may start college later in life.
    • Businesses will start people with internal programs developed specifically for their needs.
    • Concerns about cost.
    • Government Shut-Down which may impact financial aid programs and schools.
    • Concerns about the college and university cultures.

Here’s how to make it work:

  • Keep it simple
    • In most cases numbers are not needed, but responses such as “on-target” or “low” may do.
      • INQUIRIES #
      • Publication
  • The overall impression indicates whether action is needed.

This grid represents an overview of your entire student enrollment management strategy. You can use this as a guide to pinpoint weak spots or areas needing further attention or improvement. Further, it is recommended that you utilize a tracking system for each endeavor (communications, social media efforts, etc.) so that you can review the results of those efforts at the end of the year and iteratively improve on those efforts for the upcoming year. This type of cyclical track-and-review process will help you to grow and cultivate your overall enrollment management strategy year over year.



The people who have not acted are potential students


Awarded Aid
Pack Components

credit < full-time


Your numbers, extracted from your SIS and/or CRM

Are you ahead or behind where you were at this time last year?



  • Viewbook
  • Department
  • Student Life
  • Athletics
  • Cost
  • Other


  • Phone
  • Visit to School
  • On-campus Visit
  • Home Visit
  • Focus Group?


  • Faculty
  • Student
  • Staff/Alumnae


Your communication efforts, copied from your CRM

Were last year’s comm efforts effective? Which ones worked better than others?


Total Contacts

Social media systems

  • Facebook
  • Twitter
  • Snapchat
  • Instagram


Remaining Budget Total

Planning for Fall 2019 and Spring/Summer 2020

Staffing complete by May 30, 2019

Staff Development
May to October 2019
October 2019 to May 2020

Majors: Special Majors, Health, etc.

Services: Advising (very important), Student Success program

Ecosystem: What is culture like, supportive, energetic?

Brand / Image: Is there a positive word that describes the school?

Learning about potential students

How do they learn about your school?

Learning faculty and staff


  1. Conduct focus groups to obtain qualitative data. What do people value?
  2. Watch the enrollment data weekly
  3. Do surveys in the Spring
  4. Pay attention to what people are saying on campus

The enrollment opportunities above can be examined in terms of special programs or activities.

  • Train and develop staff and others to have conversations with students. The student wants to learn about the school and the staff want to, learn about the student –no pressure.
  • In focus groups you learn how to talk about your school and its people. With a little help you can do the groups and the analysis.
  • Your culture needs to be supportive of students, faculty, and anyone associated with the school – campus visitors.

Note how next year can be influenced by the lack of training and staff development or the lack of having the right people on board for the summer training and staff development period.


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