What's the agenda for today?

Based on your list

Lloyd
Agenda: -Enrollment forms -Marketing including flyers

Rochan
Alright, we will start with Marketing and Sales
Then we will discuss enrollment forms last
Lloyd
noted

Rvin

Rochan
Lo, please give me feedback on your marketing and sales activities

Rvin
Keep doing on personal marketing with prospects
Visiting offices withinterested workers to enroll
Dissonating info for oossible seminar scjedules
Giving 4 sets of enrollment forms already to intersted students. Waiting for fluers anf leaflets to be
distribted at different areas
And tje tarpauline be available to be place at visible areas.

Rochan
How many prospects do we have at the moment?

Rvin
Planning to engage our existimg students for tje distribitions somewjere.
We jave many prospectts. So far I visited 20 prospects. 4 prospects 80 percent will enroll

Rochan
What is our estimated number of students this coming school year?
How many from the existing students?
And how many based on your efforts to date?

Rvin
As today we jave 4 students new positive plus the existing. I jave to remind to them also

Rochan
When do they normally register?
Rvin
My target imce still early, asany as I can

Rochan
When is the class starting in the Philippines?

Rvin
Normally studenta register at the end week of may until a day vwforw classes. Some late enrollees.
Month na of june
Mostly classes stars june 17

Rochan
It's sunday

Rvin
But others on 24 of kune

Rochan
Ok
We'll schedule ours on July 2, first Monday of the month

Rvin
Monday so 18
Noted.
Lloyd
noted

Rochan
Brod, please create a calendar and note this date
We will upload a calendar on the website later on
Lo, please continue to become aggressive in marketing
We need more students to survive
Lloyd
noted brodee

Rochan
What else before we proceed with the Form?

Rvin
Noted,
New office, internet must be transfered.
Area must be ready
We need to transfer ready.
Tje place

Rochan
For now, we prioritize the most important
I have limited financial resources now, I'm covering for my sisters

Rvin
Aircon place to work on early and the partition

Rochan
They don't have jobs right now, and I had to pay their bills
So if cleaning will solve the problem, then we'll start with that
We will minimize expenses

Rvin
Seminar schedule at mew office. Starts on tje third week of may on end.

Rochan
Please find a way Lo to make it look clean without spending much more

Rvin
Most important. Aircon site.
Net connection.
Candado

Rochan
Please review and prioritize the most important once, and give me the updated costing

Rvin
Noted for the cleaning

Rochan
Please help in getting more students who pay
We are bleeding too much money without return

Rvin
Noted. I will send this day for priorities oto work on
And for the cost
Rochan
Ok lo

Rochan
Since we have a bigger office now, I think we will have to ask the lower years to go to the office and
share the laptop or use the TV
So I don't need to send extra laptops

Rochan
Our objective of electronic learning is to maximize space
But if we don't have enough students, they can easily fit in our office

Lloyd
noted

Rochan
Lo and Brod, please come up with a plan on how we can maximize our existing resources, e.g.
laptops, office space so we don't need to add more
BS IT students need laptop because they need hands on
But for Grades 4 up, maybe they can share
Lloyd
noted

Rochan
Based on your plan, give me a proposal what is the maximum students we can accommodate with
our existing resources

Rvin
Bs IT, one lap top each. Lower year, will share. Scjedule for use of available laptops will be
implemented

Rochan
Give me a proposal on how they will share Lo
It is important so I can adjust the lessons accordingly
And I need the details of the plan

Rvin
We can give the final plan 2 weeks before classes wirh regards to lap top

Rochan
Ok lo
We will talk about it in our Friday meeting on June 15, Friday

Rochan
Brod, please note that in our calendar
Anything else, before the Form?

Rvin
We may roceed to forms

Rochan
Ok
Please open the Enrollment Form on your computer for easy reference
Let me know when you're ready
Lloyd
ok brodee
proceed

Rochan
First, we will discuss the enrollment process

Rochan
Lo Arvin starts with Marketing, and then Sales

Rochan
Whatever he converts, it's Sales for us
Wait for few minutes...

Rochan
Sorry, I am cooking
Anyway...
Let's continue
So, whatever Arvin converts, it's Sales for us

Rvin
Unya nalang nang pansit lo kay mapaig.

Rochan
Mao lagi lo, na sunog
Arvin then hands over the Sales to Administration
Lloyd
noted
Rochan
The last action that Arvin can do is to provide the Enrollment Form to the enrollee
It is advisable to fill out the form with a representative in the office
Because in the form, there are a lot of details that need to be filled out
Including the tuition fee agreements, and payment schedule

Rochan
And also, the enrollee has to submit the requirements
Lloyd
noted

Rochan
So I suggest we do the filling out of Forms in the office with Brod Lloyd
Arvin will continue to do marketing and sales
And Brod Lloyd will take care of the actual enrollees
Is the process clear until this part?

Lloyd
noted
crystal

Rochan
This will allow Arvin to focus on Marketing and Sales
Because if he will take care of enrollment, he will not have time to market and sell more
So we give the enrollment activities to administration, because this is administration work
The sale has been closed
Lloyd
noted

Rochan
So, if we have an enrollee, administration (Lloyd) will assist him/her to fill out the form
To make sure all required information and requirements are provided
And to make sure the tuition fees and payment schedule are agreed
If required, Lloyd has to explain the Tuition fees and Payment Schedule
Lloyd
noted

Rochan
Because at the end, the enrollee will sign the Form as acceptance to the terms and conditions
Lloyd
good for 10 months as usual brodee?
Rochan
I'll come back... I'm on a timer... I have to finish my cooking
Ok, we'll continue
The payment schedule is 10 months
Ideally, we have to follow whatever we put in our presentation
Lloyd
noted

Rochan
In some cases, we may agree to change the payment schedule
But any changes must be consulted and approved by me
Lloyd
noted

Rochan
That includes discounts and monthly payments
We can't give more discounts with our tuition fee right now, so the possibility of change may only
involve monthly payments
Except if we have students related to us
Lloyd
noted

Rochan
We'll start to review the form from top to bottom
And give me comments if you have any
First, you need to make sure that the enrollee or parent of the enrollee reads the instructions
carefully.
Encourage them to ask questions
Any confusions later on can create problems
It's good to be clear at the beginning
Lloyd
noted

Rochan
Even if it leads them not to enroll
Rather than getting problems later on
Problems are waste of time
So the top part of the form states that: Important - Read Instructions Below!
On the right hand side of the form, our administration representative will fill that out
The Richmindale Student ID must be controlled by Lloyd
This part of the form will be filled out and signed by Lloyd
Lloyd will act as the Admission Officer
Is this part clear?

Lloyd
crystal

Rochan
Brod, don't miss any data on this part.
Lloyd
noted brodee

Rochan
It has to have the Grade/Program/Course, signature over printed name and your ID, and the date
when the admission was approved
These details have to be done during the enrollment, if your assessment is to accept the enrollee
There may be some reasons not to accept, like disability or something like that
We don't have facility for that

Rochan
But if we accept, these information have to be entered even before the enrollee fills out the form
This is to make sure that when the enrollee fills out the form, he/she knows what
Grade/Program/Course the student is enrolling
The Richmindale Student ID can be done later on
That's internal to Richmindale, so that can be blank during the signing of the form
Since we don't have that much students right now, we can easily keep track of the next ID, so Lloyd
can fill that out as well if he knows the next ID
Any questions so far?

Rvin
None
Lloyd
noted brodee
continue

Rochan
Brod, please make minutes of our conversation after our meeting or on Monday
So we will not forget whatever we discussed
Lloyd
noted

Rochan
This is just an easy copy/paste and formatting activity
Ok, we'll proceed with "A. STUDENT INFORMATION"
This is very straightforward... do you have any questions on this?
Lloyd
none

Rochan
Note that this is the student name
If one of the parents is filling out the form, remind him/her that this is for Student Information
Not his/her information
Next "B. FATHER INFORMATION"
This is also straightforward, do you have questions?
Lloyd
none

Rochan
By the way, all fields with * after the label are required
Lloyd
noted

Rochan
That means they have to put information in the box
If they don't have any information, ask them to put N/A
"N/A"
The reason for this is to make sure they don't skip any section
Next is "C. MOTHER INFORMATION"
Also straightforward
Next is "D. GUARDIAN INFORMATION"
Do you have questions on this?
The form also contains a definition of "Guardian"
Note that not anyone can be a guardian
Being a guardian has to be official, as a parent or by law
law or court
This is why for new students, we need the Birth Certificate
Lloyd
noted

Rochan
Brod, please don't forget to check these documents
A student cannot become a guardian if he/she is under 18 years old
Rochan
He/she can enroll himself/herself assuming he has income
But since he/she is considered minor, we need someone to represent as his/her guardian
Without a guardian, we can't accept
Lloyd
noted

Rochan
Next is "E. MEMBER INFORMATION"
This is the person responsible for the payment
Brod, note that if they check Father, Mother, Guardian or Student, they don't need to fill out the
information
They only need to fill out if they check "Different person"
Next is "F. REFERRAL INFORMATION"
We removed referral for now
Lloyd
N/A

Rochan
So they can leave it blank, and Lloyd will put N/A
They can also put N/A
"G. REQUIREMENTS"
Lloyd will review all the documents, if they have them ready
If not, we can ask them to submit later

Rochan

We have to get a copy of the Immunization Card within the first month
This is critical for the kids because they will have contact during meetings
Lloyd
noted

Rochan
Also the Transcript of Records
And of course Photo
Hard copy or soft copy
Birth Certificate can be submitted later on
But maximum 3 months
Brod, any documents not submitted during admission must be noted in the "Comments" box
Lloyd
noted
Rochan
"H. TERMS AND CONDITIONS"
This must have been read by the enrollee before filling out the form
Lloyd
noted

Rochan
Remind them that when they sign the form, they agree on our terms and conditions
"I. FEE SCHEDULE"
Our form has pre-defined information
I will remove and update this accordingly
I will also remove Referral Commission
"17. Promotions"
Do our students know that they need to stay with us for at least 3 years if they avail of our
promotion?
Lloyd
which promotion brodee?

Rochan
Section 17.3
I will update section 17.1 because our tuition fee has changed

Rochan
Do you have section 17.3?
Lloyd
no brodee
18. Payment Schedule follows

Rochan
Is this the document we used for our previous students?
Lloyd
yes brodee

Rochan
Ok, noted
Lloyd
thats the copy i have

Rochan
Anyway, we will ask the existing students to sign this Enrollment Form again during their Admission
But for the existing students, Lloyd will fill out the form
Lloyd
noted brodee

Rochan
Since we already know the details
Brod, it's better for you to maintain a soft copy of this form for every enrolled student
In fact, if it will be faster for you or them to type the information, it would be better
We can convert this Word document to an editable PDF document
But I think it would be better for Lloyd to fill out so we will not mess out the form
Lloyd
noted brodee

Rochan
And it will be faster
I'm assuming most enrollees do not have much computer background
Next is Payment Schedule
Lloyd will fill out the boxes manually
Based on the presentation
If there are some other agreements, they need to be entered in this section
Because this is our official reference
This has to be agreed by both Lloyd and the enrollee
Lloyd's signature is required as an agreement
Next is "School Approval of Fees"
If we follow what we have in our presentation, Arvin will sign this
This can be signed later on
Lloyd, please monitor this
This has to be signed by Arvin
Lloyd
noted

Rochan
If there are some other cases not according to our presentation, get my approval
Arvin will only sign after my approval
Last is the "Acceptance"

Rochan
We need to make sure that the enrollee signs on the "Member signature over printed name"
Lloyd
Brodee which part i'll sign if we agreed with the enrollee?

Rochan
In that form, we removed the section for you
In that case, we can have Arvin sign it later on
You don't need to sign
Lloyd
ok brodee noted.

Rochan
For "Acceptance", make sure also that the enrollee writes his/her name
And then sign above it
This is important:
Ask the enrollee to sign or initial each page
After the signature, Lloyd will check if all information are provided, and if all pages are signed
After completing the form, Lloyd will collect the payments based on the schedule
And document them accordingly
Do you have questions?
Lloyd
providing updates for their statement of accounts will be every end of the month?

Rochan
Yes Brod
Lloyd
noted

Rochan
I will send the updated form later or tomorrow
Lloyd
noted brodee

Rochan
Ok team, thank you.
That's all for today.
Lloyd
your welcome brodee

Rochan
We'll meet next Friday for updates.
Lloyd
noted