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KSN Training

KSN Training. 2019 - 2020. KSU Foundation. Christy Scott, S r . Director of Compliance Services Pam Collins, Assistant Director of Donor Compliance Anani Eble, Donor Compliance Manager Katy Walradt, Compliance Services Coordinator Laura Forster , Stewardship Specialist.

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KSN Training

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  1. KSN Training 2019-2020

  2. KSU Foundation Christy Scott, Sr. Director of Compliance Services Pam Collins, Assistant Director of Donor Compliance Anani Eble, Donor Compliance Manager Katy Walradt, Compliance Services Coordinator Laura Forster, Stewardship Specialist

  3. Student Financial Assistance Tanya McGee, Associate Director of Student Financial Assistance Rebecca Bishop, Assistant Director for Scholarships Tricia Baumgartner, Scholarship Coordinator

  4. Provost Taber remarks on KSN • KSN is a high priority for the University, our President and the KSU Foundation. • Recognize that we are moving towards a one-system scholarship program. That program will be KSN.

  5. Training Agenda • Students in KSN • Applicant View • Scholarship Administrator Role • Opportunity tab overview • Qualifications overview • Financial Need • Applicant grid • Nightly data feed from KSIS (100+ data) • Creating custom grids • Encumbering applicants • Downloading reports • Confirmation form process • Gratitude Statement • KSN instructions for students and administrators • Q&A

  6. Students in KSN • Completing an Application is NOT required. • All admitted students with K-State email will be in KSN.

  7. A view of the application process • 19/20 decision to primarily use KSIS data for decisions • Incoming Student View • Completed Student View • General Application • Conditional Application • Other Opportunities

  8. Scholarship Administrator Role • Role of Scholarship Administrators during 19/20 • Attend KSU Foundation training • Review Fund Qualifications/Applicant Pool • Provide feedback to KSUF • Encumber Awards in KSN • Upload Scholarship Confirmation Report to SFA

  9. Opportunity Tab Overview • Details • Questions • Qualifications • Applications • Communications • Reviews • Post-Acceptance

  10. Qualification Tab • Criteria is built according to donor intent (MOU)

  11. Financial Need • FAFSA = YES in KSIS. • Question on KSN General Application • May need to request KSUF to “force applicant”

  12. Applicant Grid • Sorting • Filtering • Other functionalities

  13. Nightly Data Feed • Nightly Data Feed from KSIS to KSN • 100+ data points feed into KSN

  14. Custom Grids • Creating your own custom grids. • Ability to mass clone grids for all opportunities

  15. Encumbering • Encumbering/awarding to a student • Unencumbering • Over awarding message

  16. Downloading reports in KSN • Reporting is turned on and available. • EXAMPLES • Downloading the Applicant (student) grid report. • Sorting and filtering in the grid view in comparison to sorting and filtering the report in excel. • Creating Customized Grids for downloading meaningful information

  17. SFA Confirmation Form Process • During 2018/2019 SFA created an upload process for Putnam awards • 2019/2020 SFA will allow a similar process for all awards • Reporting process • Download Encumbered Awards from KSN • Use Upload template • Upload to KSIS

  18. Gratitude Statement • No longer collecting physical thank you letters • Donor thank-yous(Gratitude Statements) will now be completed in KSN • Process managed by Foundation Stewardship team • Successfully tested by Human Ecology (2018/2019)

  19. Gratitude Statements – How you can help • Remove traditional TY letter info from award notifications • Sample verbiage for award notifications: A generous donor helped make your scholarship possible. As part of your scholarship acceptance process, you are expected to thank your donor by completing a Gratitude Statement. You will receive an email the first week of the Fall 2019 semester (week of Aug. 26), containing a link to follow and complete your Gratitude Statement in KSN. This is an expected requirement.

  20. KSN Instructions • KSN Instructions for students https://www.k-state.edu/sfa/aid/scholarships/ksn/index.html • KSN Instructions for Administrators.

  21. Q&Aksn@ksufoundation.org

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