Cross-Training Admissions and Financial Aid Staff

(Retired) | Last updated December 12, 2014

Course Length

1h 20m

Last Updated

December 12, 2014

Cross-Training Admissions and Financial Aid Staff

(Retired) | Last updated December 12, 2014


Admissions and financial aid staff are often siloed at institutions, creating inefficiencies for both offices and those they serve. Cross-training both admissions and financial aid staff can help your institution maximize resources and improve the quality of the service you provide to prospective and admitted students and their families. Effective cross-training, however, involves a lot of staff buy-in, development of a training curriculum, and retraining of staff on both sides of the house—all of which can be difficult to accomplish in their own right.

Join us for a webcast that will illustrate how Ohio Northern University cross-trained its admissions and financial aid staff to perform similar functions. You will walk away with a holistic picture of how to cross-train your own staff. We will take a comprehensive look at the beginning stages of buy-in and support continuing through the latter phases of implementation and measuring outcomes.

Who should attend?

This webcast best suited for admissions, financial aid, and enrollment services professionals who are interested in building and implementing a cross-training curriculum for their staff.


  • Making the Case
    • Why cross-train both sides of the house?
    • Return on investment (ROI)
    • Gaining staff buy-in
  • Building the Curriculum
    • Identifying areas of shared knowledge
    • Defining specific duties for cross-training
    • Prioritizing areas of knowledge and skills mastery
  • Training Delivery and Measurement
    • Method and source of training
    • Training timeline
    • Measuring outcomes
  • Key Considerations for Implementation

Why is this event retired?

At AI we want to always ensure that the best and most current trainings are available to members, and we regularly review our trainings to ensure that is the case.