Class shaping
Class shaping for the VP for Enrollment: the fall class against a headcount and net-tuition target, the pipeline by territory, round and source, a plan whose levers recompute the class by income band, aid as families report it against what enrolled families verified, where the class is coming from on the map, and the decisions the seat owns this week, each with a review and a done state.
One working session with the people in the seat: which decisions, which systems, what a good week looks like.
The app you see above, running on your own exports instead of the simulated world. Every screen, every decision, your numbers.
Wired to your systems with your permissions, agents proposing, people approving, the ledger recording who did what.
Overview
Enrollment leaders run the cycle on a CRM dashboard, an aid spreadsheet and a projection someone rebuilt last night. Territory pacing, the income families typed into the calculator and the plan of record live in three places and disagree.
The app joins the admissions CRM, the aid system and the student information system into one class picture. The overview opens on the decisions waiting: families to ask for verification, territories pacing behind, net tuition under target. The plan's levers show the class each choice implies by band; saved plans are adopted as the plan of record and every page reads from it. Each decision has a review page with the set of applicants, what happens when you confirm, and who sends it.
Key features
- Pipeline against last cycle by territory, round and source, with reading load per counselor toward Early Decision.
- Plan levers (admit rate, yield, merit, applications) that recompute class, net tuition, aid and discount rate by income band.
- Aid as self-reported against verified bands, with what merit did to yield last cycle.
- Territory outreach and income verification as decisions with a review, a sender and a done state.
Decisions it produces
- Ask families to verify income
- Launch outreach in a territory pacing behind
- Adopt a plan as the plan of record
- Assign unread applications
Data sources
| Admissions CRM | inquiries, applications, rounds, territories, counselors |
|---|---|
| Aid system | verified income bands, awards, FAFSA status |
| SIS | enrolled classes and retention by band |
| Calculator | self-reported income per family |
Simulated data throughout. Book a call to see it on your own systems.
Related demos
Persistence
Persistence for the Dean of Student Success: who is slipping and why from four systems, where it concentrates on campus, every student with their evidence and case, what works when a case is closed, the staff carrying the load, and the decisions (a campaign on holds, stale alerts to assign, the quiet to check on) with a review and a done state.
Academic operations
Academic operations for the Provost: the spring draft schedule by department, seniors against capstone seats from the degree audit, seats against last spring's demand, faculty load and lines with cost per seat, a course's week grid, and decisions that open a section with the lightest-loaded instructor and a free room, cancel one planned above demand or approve a frozen search.
Advancement
Advancement for a gift officer: gifts to thank inside the 48-hour window, pledges that missed an installment, prospects silent for 90 days, the portfolio by stage and capacity, the campaigns, and a prospect dossier with outreach drafted from the record; every action writes back to the donor system.