Branch Visits For Course Advisors

• Branch

• Course Advisor

• Conducted on

  Date

• Prepared by

Mission Vision and Values

• Mission

  Yes

  No

  N/A

• Vision

  Yes

  No

  Needs Improvement

• Values

  Yes

  No

  Needs Improvement

Overall Presentation

• Testimonials are playing on the TV

  Yes

  No

  N/A

• Office is well presented (neat and tidy, layout works well etc)

  Yes

  No

  Needs Improvement

• CA neatly groomed, in uniform, with name badge?

  Yes

  No

  Needs Improvement

• CA has all round positive attitude?

  Yes

  No

  Needs Improvement

• Fridge stocked with Water and Drinks

  Yes

  No

  N/A

• Marketing materials (Flyers, USBs, Pens etc.) in good supply?

  No Score

• Business Cards with correct details

  Yes

  No

  N/A

• Brochures <br>Course Flyers, Course Units, VFH Booklets, EQAC 6A, Referral Cards, 100 words, Presentation Folders, VFH Application,

  Yes

  No

  N/A

• USB's

  Yes

  No

  N/A

• Pens

  Yes

  No

  N/A

• Jellybeans <br>

  Yes

  No

  N/A

• CAs Relationship with Branch

  Yes

  No

  Needs Improvement

Information Session Preperation

• IS is current and being used

  Yes

  No

  N/A

• Apple TV is currently being used.

  Yes

  No

  N/A

• Friendly greeting given to potential Students?

  Yes

  No

  Needs Improvement

• Seating - Quantity and layout is adequate

  Yes

  No

• TV/iPad used?

  Yes

  No

• CA is Prepared <br>EQAC, Course Brochure, Course Structure

  Yes

  No

  Needs Improvement

Information Session Presentation

• CA connected with potential student

  Yes

  No

  Needs Improvement

• The flow of the IS

  Yes

  No

  Needs Improvement

• CA Closed / Questions

  Yes

  No

  N/A

Smart

• Calls Behind

  0 - 20

  20 - 40

  40 - 60

  60 - 80

  80+

• Smart Language<br>

  Yes

  No

  Needs Improvement

• Enquiry Screen IS Booked/Follow up is up to date

  Outstanding

  Great

  Good

  Fair

  Poor

• Dashboard & Priorities

  Yes

  No

  Needs Improvement

Systems

• Desk Phone shows name<br>

  Yes

  No

  N/A

• Voicemail<br>Smile, <br>

  Yes

  No

  N/A

• Smart Profile Details are up

  Yes

  No

  N/A

Statistics

• WIG'S and Measures - current and visible

  Yes

  No

  Needs Improvement

• Branch Enrolments Passing Census

  No Score

• Individual Enrolments Passing Census

  No Score

• Referrals Conversion<br>

  No Score

• Dimes Conversion

  No Score

• Reports <br>Dropbox updated daily

  Yes

  No

  N/A

Processes

• Enrolment Process

  No Score

• Referral Process<br>

  Yes

  No

  N/A

• Dimes Conversion

  Yes

  No

  N/A

• Dimes Rescue

  Yes

  No

  N/A

• Credit Transfer

  Yes

  No

  N/A

• Dual Diploma

  Yes

  No

  N/A

• CA understands The Call<br>Intro Call<br>Call the day before and day of IS<br>Follow up call<br>New leads - Call 2 x a day

  Yes

  No

  N/A

Chills and Thrills

• No Score

Notes

• No Score