New Student Intake Form

In Progress
Start Term
Spring 2022
End Term
Spring 2024 (projected)
Project Leads
Dean of Students; Dean of Enrollment Management, Marketing and Outreach
Core Team

Dean of Students, Dean of Enrollment Management, Marketing and Outreach, Director of Student Engagement, Director of Enrollment Management, Social Workers, Counselors, Accessibility Resources, Enrollment Managers, Academic Advisors, Academic Specialists

Ad Hoc team

Marketing Technologist

Pillars of Success
Student Success
Strategic Plans
Annual Work Plan
Project Purpose

To support students on the front end of their M State enrollment with student supports that extend beyond financial aid and course registration, including basic needs, mental health, accessibility resources, academic support, etc. (this list is not exhaustive).

  •  Develop and deploy a Student Intake Form (version 1) Spring of 2022. The Intake Form will be updated and built into Salesforce (new CRM) with custom communications – anticipated spring/summer of 2023.
  • Outreach, support and resources provided to students who complete the Intake Form.
  • Determine who owns/will lead the maintenance and upkeep of the Intake Form as it crosses multiple departments.
Project Scope
In Scope
  • Development of Intake Form questions and form.
  • Deployment of Intake Form to new students.
  • Outreach to students based on responses to the Intake Form.
  • Shift from version 1 to version 2 as Salesforce comes online – will change process of how students are contacted and resources are provided.
Out of Scope

Hiring of additional employees.

Effectiveness Measures
Key Performance Indicators/Metrics
  • Percentage of new students that complete the Intake form.
  • Percentage of students that are connected with the information or support they seek.
Data Collection and Review for Improvements
  • As the registration period is processing/open and then an overall review at the end of the period to adjust for next registration period.
Project Goals
  • Increase student success through early access to supports and related information.
Reporting of Results
  • Shared with stakeholders/leaders and the college community via reporting/college forum.
  • Version 1 - Current CRM doesn’t have capability to automate communications; thus, process is manual and dependent on staffing schedules.
  • Some areas students request information for has limited or seasonal contracts for employees.
  • Version 2 - Timing of CRM build and the time to build the new Intake Form and customized communications. Unsure of how the reporting from the new CRM will function in regards to the Intake Form; this will be a consideration as the build occurs.
Financial Impact

Increase in student retention, creating tuition, fee and allocation revenue.

Summary of Results

During the spring 2022 semester the new Student Intake Form was created and deployed to incoming students. The form asks students questions regarding parental status, working status, intention of full/part time academics, food, shelter, financial aid, technology and accessibility resources with the goal of outreach occurring to students prior to the start of fall semester and to have supports in place to positively impact success. Early results show 9 of 10 students responding have at least one need or area they would like additional information.