Guide

Best Practices for Year End

When it is time to learn about and report to others on your year-end outcomes, there are four key stages to complete the financial aid season and optimize applicant data for your school:

  • Organize your data 
  • Understand your outcomes 
  • Share your findings 
  • Identify improvements

In this guide, we explore key questions to answer and important tasks to complete for each stage of your year-end financial aid process. Ensure you have all the right data in all the correct places so you can analyze what it all means and set an optimal stage to plan, strategize, and forecast your budget needs for the next season. 

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