In this session, Ashley McQuarrie and Sarah Scheel joined Michael Barber to discuss how to keep families engaged after they’ve enrolled in your school. You’ve done the work, you’ve got them to the tour, you’ve done your ground game, and they’ve decided to enroll. Now what? It can often be months from the time that the families enroll to when they’re starting school. Here’s where staying engaged is key. The answer lies in ongoing communication: social media, newsletters, and emails.

Watch the video or read the transcript below for more.

Join the experts as they answer all your questions live on Thursdays on YouTube at 10am PT / 12pm CT / 1pm ET. Charter School Capital – YouTube

Read full transcript here:

Michael B (00:15):

All right. Hi everyone. I’ve got everybody off mute, got everybody on the screen, and we are rolling. Welcome back to our every Thursday conversation on all things enrollment marketing. I know it’s Tuesday. It is not Thursday. We shifted this conversation last week due to some personal challenges with the crew that you see in front of you, so we appreciate your flexibility. And I’m really happy to be joined by two of my colleagues this morning, a new face, Sarah Scheel. Welcome to our Thursday Live, Sarah, thanks for joining us.

Sarah S. (00:46):

Hi, I am excited to be here.

Michael B (00:47):

Sarah’s a project manager on our enrollment marketing team. And we’ve also got my fearless companion, who’s back like she is every other week, Ashley MacQuarrie. Ashley, welcome back, and thanks for being here.

Ashley M (00:59):

Thanks, Michael.

Michael B (01:00):

All right, we’re going to hop right in to some topics. We’re going to talk specifically, kick it off this morning with a question around how to keep per perspective families engaged with your school. We’ve had some discussions about this topic, about, hey, you’ve got a relationship with a family. You’ve driven them to some sort of form, they’ve converted them. How do you keep having those conversations so eventually they decide to enroll in your school? I’m teeing that question up to start over to Sarah.

Sarah S. (01:28):

Yeah, thank you. I think this is a really exciting part of the process, right? Because you’ve done the work. You’ve got them to the tour, you’ve done your ground game, and they’ve decided to enroll. And sort of now what? We know that can often be months before school starts from the time that the families enrolled to when they’re starting school. And we often know that families will enroll in more than one school sometimes. So this is where I think is an important part to keep staying in front of those families and be engaged with them. And one of my favorite ways to do this is ongoing communication. And this can be social media. I know we all know Facebook, but I got to say it. It’s free. It’s easy. It’s a great way to share, in real time, what’s going on at the school, photos. Newsletters, and emails, I love this one. This is a way I think you can really bring in new families to your school community and kind of peel back that curtain a little bit, right?

(02:37):

Because these families, maybe they’ve done a tour or they came to an open house, but they haven’t really begun to engage with the school community yet. And you don’t want to overthink what’s in the newsletter. It could be a message from the principal, it could be, here’s an activity that we did,” or here’s like a service that we have for you. We have a really low counselor at a student ratio or something. And just let them know what they can expect when they come to your school. And I think that this could apply to existing families as well, right? It doesn’t just have to be for new families. And I think that it’s a great way to have them feel like they’re part of your community when they maybe haven’t had the chance to do that yet.

Michael B (03:28):

Ashley, any additional thoughts there you want to add?

Ashley M (03:32):

Yeah. I think what Sarah said too about not ignoring your current families and this be a great tool for your current families as well. That ongoing communication through the spring and summer can really help. You never know, sometimes your families might be considering a switch, and so reminding them kind of your importance to your community and all of the things that you offer through the spring and the summertime, I think can also help with retaining maybe returning families, in addition to those families who are choosing you for the first time.

Michael B (04:03):

Yeah, for sure. Can you talk about specifically how to leverage community events like open houses and their importance to keeping families engaged? And I’ll turn the question to Sarah first.

Sarah S. (04:14):

Yeah. I’m glad you brought that up because I think that being present in your community is really important. And this can be the open house, but it can also be out and about. Does your community have a summer concert series that lots of families are at, or is there an opportunity to get involved with a fun fair that comes to town every summer? Meet your families and potential families where they are and be a member of your community. And I think people will really be… They’ll be impressed by that, and they’ll recognize that. And they’ll think, “Oh look, they’re out here and this is so exciting. I’m getting a chance to have this in-depth conversation that I didn’t get to have earlier,” or maybe get that teacher in a one-on-one. Same for open houses.

(04:59):

I know as a parent, any opportunity that I get to step into my child’s school or classroom, it’s always so eye-opening and I appreciate it so much because you’re not attending the school, you don’t get to go every day. So yeah, I think that it’s very important to have those open houses and to look for opportunities to get out and be part of your community.

Michael B (05:22):

What are some of the ways, whether they’re at a community event or whether they’re at an open house, that you can build that relationship with a prospective family? Sarah, would love some thoughts there from you.

Sarah S. (05:35):

Yeah. I think it can be really effective to have some kind of activity, something to sort of draw people in. And depending on the age group of the students in your school, you can come up with a fun kind of themed activity for those ages, a STEM activity, if a STEM school or prize wheels. It doesn’t have to be anything over the top, but just something to get them to come up and be engaged. And then once you’ve got them there, really important to have some kind of takeaway. Is it a piece of swag? Is it a flyer that you’ve created? And a way to capture leads too. Have a pen and paper, have some way for those people to leave more information to be contacted if they want to, and give them something to take away.

Michael B (06:21):

Yeah, such good thoughts there, for sure. One question related to open houses. We talk a lot about open houses as being a way to drive prospective families, but I would imagine it’s probably a great tactic to have current families there, and also just open up the school at those moments where you are bringing in perspective families to also invite back current families because there may be improvements that you’ve made to the school, there could be something you want to show off, but also those conversations that could happen with current families across perspective families. Can you talk about how you can… And I’ll turn this to Ashley first and we’ll come back to Sarah. Have you seen schools bring in current families to open houses as well? And how have they’ve done that?

Ashley M (07:03):

Yeah, and we use open house kind of interchangeably to talk about both prospective families and current families. But we know a lot of schools, when they talk about open houses, they’re talking about that event that happens after school has started and the fall, and it’s the first opportunity for parents to chat with their kids teachers and learn about what’s going on. But we’re kind of talking about these opening up the school and just welcoming the community in. And absolutely, getting returning families to participate as well, I think is a great idea. Parents want to hear from other parents. I think another tactic we see what schools actually use for tours that I think you could use an open house. We were talking their PM, or a writer on our team who said that when a school has a student lead a tour of the school, it makes them just feel-

Michael B (07:49):

That’s good idea.

Ashley M (07:50):

… so excited about the school, and yes, I want my kid to go here. And so if there’s a way to incorporate students into your open house and have them talk a little bit about the school or have them lead a little walkthrough of the campus, I think that’s a great idea, because the kids are going to resonate with it. The parents are going to love it. It’s adorable. Why not?

Michael B (08:08):

Yeah, for sure. Any other thoughts there, Sarah, about making sure you’ve got current families that at open houses to foster those relationships with prospective families?

Sarah S. (08:17):

Yeah, no, I agree with everything Ashley said. I think that, like we said, open house is kind of a loose term. And it could be an art show or a ice cream social or any kind of event that brings families together, because we also know that word of mouth is so important. And if you’re a new family and you’ve been invited to attend a ice cream social in the springtime at your new school and you get a chance to meet other parents, who’s not going to love that? And it’s a really easy way to bring the new families in and have them feel like, “Oh, they can meet people and it’s a social event. And like I said, it just keeps coming back to that building community, having parents feel like they’re involved in the school and that they’re not just sending their kids off to a vacuum. It’s a community and they’re part of it, and they’re invited to be there. And it can look different for every school. These are just some ideas that come to mind.

Michael B (09:11):

For sure. Yeah, absolutely. I appreciate those thoughts. Okay. I want to want to tee this up to the viewers that we’ve got live. If you’ve got any questions for Sarah or Ashley, we’d love to have them in the chat. Feel free to drop them in there. If you’re on YouTube on your desktop or your Mac or laptop, the chat’s on the right hand side. If you are on a mobile device, it’s usually below the fold. So tap right in there and if you’ve got any questions. Otherwise, I’m going to ask my token ending question that we have wrapped up with a couple of guests, why enrollment marketing is so important for schools. I’m going to tee this up to Sarah first and say, tell us why enrollment is so important, or if you’ve got one tip that you want to make sure you leave school leaders with, we’d love to hear that as well.

Sarah S. (09:59):

Okay. Well, I think that enrollment marketing is important because I work really closely with schools and school leaders, and it’s a busy job and there’s a lot going on. And sometimes enrollment and marketing isn’t always top of mind, but like we talked about, building that sense of community and outreaching to new families is so important, but it’s also easy to let it go by the wayside. So I think having a dedicated team that’s going to help you with that and constantly every day be thinking about how can I drive students to this school is going to make it so much easier for a school leader to do their job and focus on what they do best, which is teaching the students.

Michael B (10:39):

Yeah, it’s such an important point about making sure you’ve got that focus on your students, on your mission, bringing that mission to life each and every day. And enrollment, just like education and marketing in general, is having changes that are happening. Any number of changes that are happening on a daily basis and having an expert that can help guide you is going to likely save you money, likely save you time, likely save you frustration, and hopefully make sure that there are kids in your school that were not there before. So I turn this back over to Ashley for her thoughts on, hey, why EM? Or if you’ve got, and I used an abbreviation there. I shouldn’t. Why enrollment marketing, or one tip that you want to leave our school leaders with this week?

Ashley M (11:25):

I think what Sarah said, and what you said actually, you need new kids to keep your school alive. You need new kids. And also, you need new families and students who can really breathe new life into your school community and keep it thriving and vibrant. And a lot of schools, you might be able to get by just replacing your graduating class every year without doing a lot of work. But if you want your school to grow and you want to serve more kids, you’re going to have to get out there and meet them where they are and give them the kind of messaging and information that they’re looking for to choose your school. It’s not just going to happen organically necessarily.

Michael B (12:06):

Yeah, absolutely. Okay, well we’ve gone 12 minutes, so we’re over by two. I want to be respectful of all our viewers’ time and my colleagues’ time, Sarah and Ashley here. So we’ll wrap it up. I just want to let you know we’ve had some great conversations. This is episode nine of our series. Already can’t believe we’ve done this nine times. The weeks are flying by. I think I noted in the team chat yesterday, day 53 of the year already, just insane to think we’re that far through the year. But we’ll be back on Thursday. Ashley, and I’ll be back on Thursday for episode 10. We’ve also got some great EPIs past episodes with one of our graphic designers, Nikki, on all things branding. I would encourage you to check out that. We had our friend Tony Solorzano join us, one of our client services reps who engages with a lot of our school leaders on the efforts we work with whim.

(12:55):

And he gave just such good advice for school leaders to think about as it relates to enrollment marketing. So I would encourage you to check out episodes one through eight. There’s tons of great knowledge there for you to have at. Otherwise, we will see you in two days on Thursday at a different time. We usually do this at 10:00 AM Pacific, 1:00 PM Eastern, but we’re making up for last week’s episode because of some personal challenges. So we appreciate you coming back to all of us that joined us. And hey Sarah, thanks for taking the time to join us this week. We really appreciate it.

Sarah S. (13:25):

Oh, I loved being here. Thanks for having me.

Michael B (13:27):

Awesome. And Ashley as always, thank you again for being here. We’ll see y’all on Thursday. Thanks. Take care, y’all.

Ashley M (13:33):

Thanks.

Sarah S. (13:33):

Bye.

Texas Legislative Updates

  • Governor Greg Abbott delivered a State of the State address, naming seven emergency items: school safety, bail reform, covid restrictions, fentanyl crisis, property taxes, border security, and education freedom. If a bill is related to the governor’s emergency items, members can vote on it earlier in the session.

  • Lt. Governor Dan Patrick announces his top 30 legislative session priorities. He said, “… tradition has been for bill numbers 1 through 20 to indicate the Lt. Governor’s and the Senate’s priorities. In 2017, I increased the low bill numbers to 30. Senators like to get a low bill number because it shows their bill is also a priority … and has a great chance of passing.”

  • House Appropriations Chairman Greg Bonnen announced the appropriations subcommittee chairs and subcommittees:

    Subcommittee on Article III

    Gary VanDeaver, Chair
    Barbara Gervin-Hawkins, Vice Chair
    John Bryant
    Mando Martinez
    Geanie Morrison
    Lina Ortega
    Carrie Isaac
    Carl Teppersad
    Kronda Thimesch

  • Doug Deason, a GOP megadonor, is teaming with former Chairman Larry Taylor and former Representative Ron Simmons to bring their perspectives to the school choice debate. They aim to give parents “a much stronger voice and say in the educational choices for their children.” They appear to be headed toward a clash with Texas House leadership on the matter.

Days until the 88th Texas Legislative Session Sine Die: 98 (May 29, 2023)

TEA & State Updates
  • TEA official Steve Lecholop admits public school funds could drop with voucher-like programs while advocating for voucher-like programs on behalf of Texas Governor Greg Abbott. Lecholop’s secretly recorded comments appear to be the first time a top TEA official has explicitly spoken in support of expanding voucher-like programs.

DOE & National Updates
Articles of Interest
Important Dates

Check out more and Subscribe to Amanda List TX Legislative Updates here. 

Engaging with your audience on social media allows you to share inspiring stories, highlight student achievements, and engage with the community by responding to comments and messages. Here are some strategies for effectively using social media to build your school’s online presence.

  1. Choose your platforms. It’s important to engage with your audience on the social media platforms they frequent. Think about where your audience is—if it’s mostly Millennial parents or teen students, they most probably spend a lot of time on social media. But if they’re spending a lot of time on Instagram, don’t spend your time and money on LinkedIn, and vice versa.
  2. Include your contact info on each social media profile. Make it easy for people to find you by including this information in as many places as you can!
  3. Post frequently, but think quality over quantity. The goal is always to provide value. If you decide to build a profile on more than one platform, there are affordable tools that can help you quickly share your message on each site. Check out Engage Social, Hootsuite, and TweetDeck for an idea of how these services can help you be more strategic and save time.Key Takeaways From The Cybersecurity For School Leaders Webinar 1
  4. Keep the community informed and engage with current and prospective families. What should you post about? Share news, updates, and information about your school. Highlight success stories, your excellent teachers and staff, or aspects of your curriculum. Social media is a great way to engage with people on a more personal level—so engage with current and prospective families. Lastly, keep social media profiles up-to-date and consistent across all platforms.
  5. Monitor and Respond to feedback and comments. Social media provides an excellent platform for receiving feedback, both positive and negative. You can use this feedback to improve their school and make necessary changes. Always monitor social media for feedback from your community.

 

Digital Marketing For Charter Schools

Want to dive deeper? Download the Digital Marketing Guide to refine your messaging, set strategic marketing goals, and achieve them through digital marketing.

This workbook will empower you to build and follow through on a simple digital marketing strategy for your school.

In this session, Ashley McQuarrie and Tony Solorzano joined Michael Barber to discuss what school leaders can be thinking about at this time of year to increase and steady enrollment. They spoke about retention, socioeconomic shifts, and social media. Join the experts as they answer all your questions live on Thursdays on YouTube at 10am PT / 12pm CT / 1pm ET. Charter School Capital – YouTube

Note: In this week’s transcript below, you’ll see that YouTube had an issue with sound for the first five minutes. The speakers were able to recap what they covered once sound was restored.

 

Read full transcript here:

(Technical difficulties from 00:00 – 04:56)

 

Ashley M (04:57):

… even worked with last year. Some of them are already seeing interest, and interest in their lottery already is up way over where it was this time last year before we were working with them. That’s something that I’ve been hearing from some of the returning schools who have just started back up. So the groundwork we laid early in the season or last season is still paying off for them longer term.

(05:22):

And then the other things that I’m hearing are just kind of what we hear every year, which is word of mouth used to be enough, but it’s not really anymore. Or maybe they’ve worked with marketing agencies in the past who aren’t specific to schools and they haven’t seen the results that they would like. Those are some of the common things that we hear.

Michael B (05:45):

Got it. I want to just welcome everyone in. We’ve got a few viewers that just let us know, it sounds like YouTube had a little glitch with some of our audio, so they heard Ashley’s answer to this question related to what are you hearing from school leaders. But I want to turn it back to Tony really quickly because I thought your answer was super insightful. And let me just lay the groundwork just in case we have new viewers. This is our weekly enrollment marketing series, all things enrollment on YouTube. You’ve got my fearless companion who’s here every single week, Ashley MacQuarrie, our director of enrollment marketing. And although you didn’t hear Tony’s fabulous intro, Tony works with charter school leaders across the southwest on helping them with challenges related to money to run, money to buy, and kids to fill their schools. Tony, so I’ll point this right back to you for just a quick second and ask, what are you hearing from school leaders as it relates to enrollment this second week of February?

Tony S. (06:41):

Yeah, again, it’s that enrollment is down across the board. It doesn’t matter if it’s a more rural school, if it’s a [inaudible 00:06:50] school, if it’s a traditional elementary school in a city center, it’s just been tough to recapture the enrollment loss that we’ve had during COVID. One interesting fact that I heard from a school just a couple of days ago that I was chatting with is that they’ve noticed their third grade is the lowest grade that they have at the moment. And if you think to, okay, great, we’re about three years into this pandemic, those would’ve been kindergartners in first-graders that are now making their way through the system, and those students have yet to totally return back. So just kind of a interesting little tidbit that I’ve seen.

Michael B (07:28):

This question is for both of you, I’ll point it to Ashley first and then, Tony, would love your perspective. Does it feel like it’s a retention challenge or are these students going elsewhere? Are they making different choices? We’re obviously dealing with challenges of kids even getting to school in many markets because of any number of personal challenges that they may be facing. But what might be driving this shift in enrollment from a decrease? And I’ll ask Ashley first for perspective there.

Ashley M (07:57):

Yeah, I think a lot of it is retention. It’s funny what Tony said about hearing about that third grade class. It reminds me of what we heard from schools last season who said, our second grade class is where we have the lowest enrollment because those were kindergartners two years ago. So it’s just a trend that we’re seeing and then it’s kind of continuing.

(08:17):

Definitely a retention. We hear a lot of [inaudible 00:08:22] especially in higher cost of living areas. The communities have changed, people are leaving [inaudible 00:08:28] more expensive metro areas, and those schools maybe are suffering. Sometimes it does go the other way where we see schools in lower cost of living areas [inaudible 00:08:40] a lot, but certainly schools who serve a higher students with greater needs and maybe more economic challenges, they’re seeing more of the retention challenges because those families just are struggling.

Michael B (08:57):

Tony, any thoughts there?

Tony S. (08:59):

Yeah, I don’t think this is a secret or any major revelation, but I always see the retention issue taking hold at school levels where we start to change teaching methods, meaning going from an elementary to a middle school or a middle school to a high school. Oftentimes I hear of our school struggling to maintain students even if they offer K-8 or K-12, when they get to those pivotal times in a child’s life, the family may look for an alternative.

Michael B (09:32):

Yeah, that’s great insights to see where the shifts are happening from kids leaving metro markets, kids and families making different choices as to what type of education they want. And I think it just speaks to a lot of the conversations that we’ve had, Ashley, about how enrollment is a year long effort. This isn’t something that you can think about from a seasonal perspective, although even as us, we approach that conversation with school leaders as it being seasonal because it is to obviously hit attendance numbers on a yearly basis, but that school leaders have to think about enrollment marketing all throughout the year, and they have to continue. The more they can cognitively decide that this is something I’m going to invest in all throughout the year, the better impact that they’ll have related to ensuring that they’re hitting their attendance goals or heading in that growth direction that they want to go. Just some thoughts there about why we have to make sure that we’re making these investments every single day of every single month, rather than thinking of it just seasonally.

Ashley M (10:34):

Yeah, I mean, totally. You’re right. You’re spot on. I mean it’s a year long effort for sure, and even multi-year. I think it’s really important, what we hear sometimes with schools is they focus on those entry grades, they focus on kindergarten, they focus on sixth grade, they focus on ninth grade if they’re a high school. And a lot of times we don’t have much of a challenge in filling those younger grades because those are natural entry points. But what we see a lot of times is maybe third, fourth grade, they start losing students. Seventh grade, we see a lot of student… We’ll see that grade decline even as the overall school goes up sometimes. And then maybe eighth, ninth grade, especially if a school doesn’t offer sports, for example. We see high schools sometimes lose those students.

(11:20):

So it’s really important that you focus on getting those new students at those early entry grades. But those are sometimes easier students to get. So don’t ignore trying to both get new enrollments of maybe transfer students who are coming in at a higher grade, or make sure that your returning students really understand why they chose that school, why it’s the right school for them, the benefits of staying at their same school rather than switching.

Michael B (11:45):

Great. I want to turn the conversation to some tactical questions, and we’ve got about a couple… We’ll stay on for an extra minute or two, just because of the audio challenges at the beginning. I was looking at some data from a couple of our schools, Ashley, you allow me to poke around performance and some of the metrics we get from schools. And it feels like really one of the things that I took from just casually looking for 15 to 20 minutes yesterday was that video is really having an impact this year on the enrollment efforts for schools, particularly from places like TikTok, places like YouTube and whatnot. I would just love your perspective of what do school leaders need to think about when it comes to video and making sure that they’re in the places where kids and/or families may be looking for this sort of content?

Ashley M (12:36):

Yeah. I think videos, we’ve just seen a huge spike in the amount of traffic that we can send from video. I think, previously, it was we started out kind of testing the waters, and now we have to dive in because it’s really working. It’s not necessarily a huge driver of conversion, but in terms of awareness, so if you’re between, do I want to spend on a billboard or do I want to produce a video and maybe put that on YouTube just to reach a big audience? I would maybe invest in video more and more. And then TikTok. Yeah, I mean we tested that last year. We ran a very short-term campaign, maybe a month or two on TikTok versus 10 months, 12 months of social media ads. And in just that short time, more than 10% of our website traffic from social media came from TikTok. Still 90% from Facebook, but in a month, that we were really surprised to see how many people engaged with TikTok and then clicked over to the website to learn more.

Michael B (13:36):

Yeah, I think the interesting thing is how do schools think about that? It might be beneficial for us to start unpacking, if the challenge is conversion on a landing page, maybe we also think about how we bring in video. So you continue that sort of conversation right on the landing page, and how do you convert that interest is something I’m really excited to see how the team’s going to handle in the coming months and years.

(14:03):

I’m going to make one last plug for any questions. We’ve got a few people that are live with us today on YouTube, so if you’ve got questions, you’ve got 60 seconds to drop into the YouTube chat. Again, on the right-hand side if you’re on desktop, or below the fold if you’re on your mobile phone. And we’ll wrap up with one last question for both of you. And that’s, you’re having a conversation with a new school leader about enrollment marketing and its importance. What’s the one sentence that you give to that school leader about why they should be investing in enrollment marketing? And I’m going to turn it to Ashley, because I know she has these conversations almost every single day with school leaders. So we’ll let Ashley say her answer first.

Ashley M (14:48):

Well, I mean, I think it’s worth investing in enrollment marketing because for every dollar that you invest in driving a new student, if you retain that student, I mean, just in terms of money to run your school, it pays off, I mean, 10s, 100s. In terms of keeping that student from kindergarten through 12th grade, you invest in attracting them once and they sustain your school for years and years. So I mean, I think in terms of dollar and cents, it just makes a lot of sense.

Michael B (15:25):

Tony, would love your answer. And I do have a really great question that just popped up, so I want you to all just stick around for a minute or two while we answer that question. But to Tony, what’s the one sentence? Why invest in enrollment efforts?

Tony S. (15:37):

Yeah. Because if you are not investing, somebody else is. And they’re then reaching the students that you want to reach as well. And unfortunately, it’s the sad reality that there’s a lot of competition out there, and there’s only one way to ensure that your name gets out there early and often, and that’s to invest. It’s more than one sentence.

Michael B (15:56):

Great answer, for sure. Okay, let me… That is more than one sentence. We’ll let you go a little bit because this is your first time on our YouTube live series. We’ll let it slip this time, not next time though. Okay. I have a question for you, and this question’s actually really good for Ashley, and I’d love Tony’s perspective as well, because we have done this for school leaders. So as someone is starting their charter school, they’re in that phase of getting their charter and they need to generate students that are interested. Have you done any type of advertising to increase parent and student engagement interests? In other words, priming the pump to get an idea of if there is an interest in a school, specific type of school, specific type of curriculum. My head immediately goes to someone who we’re big fans of, and that’s Dr. Ramona Bishop at Elite, Solano. We worked with her to really sort of prime the pump. Would love your thoughts on what’s impactful for new schools that haven’t launched yet to drive interest in their school?

Ashley M (17:02):

Yeah, I mean, I think it’s kind of twofold. I mean, with that kind of thing, it’s less really about conversions and more about awareness and engagement with your community. So I mean, we see that just getting out in the community, talking to as many parents as you can, inviting parents to share what they’re looking for, what’s important to them in their child’s education. Having some early cheerleaders to go out and talk to their friends about this potential school option. And then probably just some higher level awareness about a new school option with a way to capture, yeah, I’d be interested in learning more. But it’s still important to have the basics, like a website that is really clear on what your core values, what you offer, has those stories to get some interest from parents so they have something to look at.

Tony S. (17:56):

And I’ll quickly put my-

Michael B (17:58):

Yeah, I mean, I think that… Oh, go-

Tony S. (17:58):

Oh, go ahead, Michael.

Michael B (17:58):

Go, Tony. Go. Go.

Tony S. (18:00):

I’ll put my board governance hat on for this one and say, and don’t neglect how you structure your board as it relates to getting the word out into the community. Your board of directors will shift as you age in a charter school. So that early stage is a great opportunity to have those community influencers and those parents with a large reach on that board to help spread the word as you kick off into those pivotal year zero and year one time periods.

Ashley M (18:27):

That’s a great point. Yeah.

Michael B (18:29):

Yeah, such a good point. All right, we’re over time. We’ve been a little bit more generous on the 10 minutes because of the audio, so we’re going to wrap it up for today. I’m going to drop into our YouTube chat ways you can connect with Tony, dropped in your LinkedIn URL, Tony, for you. So if you get a few connections, you’ll know it’s coming from our conversation today. But please feel free to connect with Tony if you’ve got additional questions or want to talk with our team. From here, I just want to let you know we’re taking a little break next week. We will not have our weekly series next week. We’ll be back the following week with a couple additional perspectives on all things enrollment marketing. As always, we’re thankful you’re here and appreciate the time. And Tony, we appreciate you joining us today.

Tony S. (19:14):

Yeah, thanks for having me.

Michael B (19:16):

Thanks everyone. Have a good week.

The idea of the audit can invite stress, and it’s understandable to feel daunted by the need to address compliance and other issues while you’re focused on the day-to-day aspects of growing a school. The Charter School Audits Guide Preparing Your School for the Annual Audit offers a month-by-month breakdown you can use to prepare, a process that can help stave off overhwhelm by preparing a little bit at a time.

Here’s what it looks like:

Yearly Plan List 2

As seen in the chart above, month one is dedicated to the fiscal audit overall. That’s because month one is when schools have just completed the previous year’s audit, so first steps are about how to move forward from there. 

Month 2 is dedicated to post-audit discussions. This month you will discuss the things that went well and things that
need improvement for the coming year.

Here’s what to consider in Month 2:
  • Be proactive. Think thoroughly about the steps your organization should take before next
    year’s audit.
  • Consider your auditor’s recommendations for your school. What internal controls did they suggest you add? Are there new policies or procedures that need to be put into place? What could use improvement? How could you manage finances differently?
  • Be sure your corrective action plan (CAP) is up-to-date. This will ensure you’re your plans are ready to go when it’s time to submit to your authorizer.
    Note: Not every school has a CAP or will receive one from audit results, so check with your authorizer.
Audits For Charter Schools

To take a deeper dive into this plan, download The Charter School Audits Guide Preparing Your School for the Annual Audit, a free guide for school leaders.

Join the experts as they answer all your questions live on Thursdays on YouTube at 10am PT / 12pm CT / 1pm ET. Charter School Capital – YouTube

In this week’s session, Michael Barber spoke with experts Niki Blaker and Ashley MacQuarrie about logos, colors, and what to keep in mind when it comes to  design and charter schools. “If you think about the most successful logos, they’re really simple forms,” she told this week’s viewers of YouTube Live, “What matters more is how the logo functions across all your materials.”

What about colors? How should charter schools choose them? How might different colors be suited to a performing arts school versus a STEM-focused school? Watch the video below or read the transcript for more tips!

Read Full Transcript

Michael B (00:26):

Well, hi, everyone. Welcome back to our Thursday EM Live 10 Minute Chats on Thursday mornings or afternoon, wherever you are in the world on all things enrollment marketing. My name is Michael Barber and I’m your host. As usual, I have my colleague as usual. Ashley MacQuarrie is here today with us who’s our director of enrollment marketing, and we have a special guest. Will special guest number one, please introduce theirselves?

Niki B (00:54):

Hello, I’m Niki Blaker and I thank you, Michael, for the introduction. I work with Charter School Capital on all things brand and design and it’s such a pleasure to be here today.

Michael B (01:06):

Well, we appreciate you being here, Niki. We are big fans of yours. We work with Niki across many of our enrollment marketing clients on all things brand and design. A couple of weeks ago, we got a lot of questions about brand and design, so what we are going to do is dive right into those questions and hear from our guest speaker’s perspective on this. First question, Niki, we would love if you tell us how you define brand.

Niki B (01:35):

Absolutely. A great brand comes from a place of truth, of the authentically what your school represents, what the process and approach is for your teaching. When you create that brand manifesto, I know so many schools spend a lot of time talking about their mission and vision and values and that being the driving force, but sometimes the connection isn’t made to how that looks like. Creating that visual brand is really an extension of those values and kind of putting a picture and a story to all those mission statements and the hard work that you’ve put into defining who you are and how you come across to your parents and students.

Michael B (02:24):

I love that definition and appreciate you pontificating on the idea of brand because it is something that I think gets a little bit fuzzy and many of us have our own definition, so it’s good to hear how you approach your work.

(02:37):

Our next thing is tell us the top three things. You’ve worked with what? 60 or so schools at this point? I’d love to know the top three things, if I can pronounce anything this morning, for any charter school leader to know about creating a logo. This was a question that came out of National. For those of you who don’t know, we had Niki at the National conference at our Digital Rebrand Bar and there were so many questions about logos and Niki, I would love to hear what your perspective on what you’ve heard from school leaders at National, what you’ve heard from in the past, but those top three tips for school leaders when it comes to creating a logo.

Niki B (03:14):

Absolutely. The first one is simplicity. This one is really tough because I know both schools and businesses try to communicate a whole lot in the logo, but really if you look at the most successful logos in history, they’re surprisingly simple. You think of the Nike swish and nothing else.

Michael B (03:36):

Okay, hold on y’all.

Niki B (03:37):

That’s the first one.

Michael B (03:38):

I hate to tell you this, but for whatever reason, the stream went down, so we’re just going to start from the top and start over, so I apologize. Y’all ready?

(04:17):

Hi, everybody, and welcome to our Thursday series on YouTube live across all things enrollment marketing. I apologize for our late start this morning. That is my fault. We had a little issue with our streaming software, but we are happy to be here just a few minutes after the top of the hour. As always, I am joined by my colleague Ashley MacQuarrie, our director of enrollment marketing for our Thursday series on all things enrollment, and we have a very special guest, our dear friend, Niki Blaker. Niki, can you introduce yourselves for us?

Niki B (04:46):

Absolutely. Thank you, Michael, for having me. I’m really excited. I’m Niki Blaker. I’m a brand strategist and designer and I’ve had the wonderful opportunity to work with charter school in both their marketing and enrollment marketing team, so thanks for having me today.

Michael B (05:04):

We appreciate you being here. You’ve been a constant companion of ours on these conversations related to enrollment and have worked with us not only across what, 60 or so schools at this point, but also you were one of our guest speakers at our Digital Rebrand Bar at the 2022 National Conference. We got a lot of questions several weeks ago about design and brand, so we decided we would ask if you would come in and talk with us about all things design and brand so that’s why you’re here. I want to start us off with a broad question about brand, and specifically for Niki, tell us how you define brand.

Niki B (05:42):

Absolutely. When I think of a brand, I think of what is the exposition of where you’re coming from and your truth and your authenticity, of what you represent and what you provide to others? When you do the work to put together your mission and vision and values or your educational approach, basically it’s starting to think about what does that look like? It’s not so much a separate thing, but really the evolution of painting that picture of what your values are.

Michael B (06:18):

I love that definition and I appreciate your perspective because all of us have our own definition of brand and I always love different perspectives on that definition, so thank you for that. Okay, this is a question for both of you. We’ll start with Niki. But in your experience, and I know we got this question quite a bit at the National Conference, but what are your top three tips for creating a logo for a charter school?

Niki B (06:45):

I’ll name the three first. First is simplicity, then being relevant, and then the third one, being versatile. I can speak to those, but I don’t know if you want to go to Ashley first.

Michael B (06:58):

Ashley, what are your top three tips and then we’ll get Niki to pontificate on her three.

Ashley M. (07:04):

Oh, man. I mean, I think this a little bit plays in with simplicity, but just some space to breathe, I feel like. A lot of times, logos have a lot going on and I think you can have a lot of elements that speak to different aspects of your school, but you just still need some of that white space. The other thing is sometimes I see that a logo can’t really be, I just was talking to a school about this the other day, it can’t really be translated to a single color, maybe because the way that it has different colors kind of overlaid and it makes it difficult for them to use it, for example, just in white on a dark background. That just came up, so that’s something. Then, I would say just readability, legibility. A lot of times, we’re using these on banners and people are driving by, so think about where your logo’s going to appear and make sure that it’s legible and if it has the name of your school, that you can actually read it. But I’m not the designer, so I’m excited to hear what-

Niki B (08:04):

No, I’m really glad you said because I know you work with this all the time, so it’s nice to see what you come with when you are experienced with it and you hit exactly the right point. With simplicity, it’s so hard. You want to tell the whole story in one logo, but if you think about the most successful logos, they’re really simple forms, just like the Nike swish. You don’t have an image of a shoe, it’s not literal. You think about really you only focus on the logo so much, it’s really about the execution and how it is with across all your materials.

(08:40):

Sometimes the logo isn’t the most important part. It’s a small memorable mark, but it doesn’t have to tell the whole story. Then, the same point with versatility. It’s so difficult to think all the use cases you’re going to have for it until you start having to create those things. Will your logo work just as well on a one-inch sticker that you’re passing out to a nine-foot sign? You have to think about the scale and how the elements in the logo will work properly. Again, like you said with the colors, if you’ve got a lot of colors in there, is it easy to make a shirt and screen print in a full color? Can you reduce it to a two color and still have that work as well? It’s easier to think about all the possible use cases before going into the creation of that logo.

Michael B (09:34):

On the topic of colors, I want to spend some time here because this becomes both a philosophical question about colors, but it also becomes a technical question so I want to start on the philosophical side of the house first. Niki, this was a question that was prompted from a YouTube Live we did about, let’s see here, about two or three weeks ago, I think, and that viewer asked, “Hey, tell us the best colors to use.” I would just love to hear from a philosophical standpoint first your thoughts on colors and color usage.

Niki B (10:10):

Well, the toughest part to swallow about this is you’ve got to take personal preference out of it. Just because you happen to like blue and blue is your favorite color does not mean that blue should be in everything. It all goes back to going back to your brand values and your brand personality and thinking about what colors best represent those.

(10:31):

For instance, are you a dual language immersion school that emphasizes different cultures? Well, think about bringing the colors from those different cultures to represent your school. Or do you offer more rigid academics, mathematics? Well, think about the colors that would represent that line of education. Those would look very different. One might be more colorful and a little bright and bold while the other one would be more streamlined and it wouldn’t work the other way around.

Michael B (11:03):

One of the things you touched on at National was the idea of using a color wheel to figure out complimentary colors. Can you talk about that for a second?

Niki B (11:11):

Absolutely. There are 64 million colors out there. Where do you even start? Sometimes it goes, you know, go back to basics, to what you learned in elementary school, red, yellow, green and what works with those colors. There’s so many tools online that let you create that color palette so that you can create something that is a little bit more cohesive. Just going back to the basic color theory and understanding how the colors work together really help. It’s pretty simple. If you like Google Color Theory, you will find so much information, but I’m happy to provide some URLs after this of some resources that let you pick color palettes that work really well together.

Michael B (11:59):

For sure. Yeah, if anybody wants those resources, you can just drop your question into the YouTube screen or on your app and we will make sure we get answers to you. We’ll DM them your way. Okay, so we talked philosophical approach to colors. Now I want to get a little bit more practical. Part of the whole point of this series is just to demystify everything related to enrollment so that we give people actionable advice. One thing I know, if you are a non-designer, you don’t understand what some of these terms mean, like CMYK and RGB. Can you just explain the key difference between different types of colors and why they’re applicable and why you need to have it as a part of your brand?

Niki B (12:39):

Absolutely. If you want to get super sciencey, for digital work, we use RGB because when you’re looking at your screen, those colors that come to our eyes are developed by light, by using red, green and blue. But when you’re printing an ink, ink does not work the same way, that uses a four-color process of cyan, yellow, magenta and black, which is where the CMYK comes from. Those have different values. Sometimes they don’t translate exactly from one to the next. Sometimes you’ll find that you have a certain color on your screen and if you give that same exact color to a print, it may look a bit muted. You have to do a little bit of conversion to get the match to work. When you are building your color palette, you want to take into consideration the values for the screen and how it converts properly to print.

Michael B (13:37):

Such good insight there and I know anybody that doesn’t have a design background is sometimes like flummoxed when they get these requests from printers and whatnot. Now you really understand why you’re getting those requests because we’ve got to be able to process that color correctly to make things happen on screen printing or business cards or yard signs or banners, whatever those things may be.

(13:57):

Okay, I’ve got one more question, but I do want to allow any of our viewers today, we’ve got about 14 or 15 live viewers with us right now. If you have any questions, please feel free to pop them into the chat window on YouTube Live and we’ll get to them. But my last question is this. As always, we face challenges as marketers or designers working with charter schools. Would love to know from both of you, what are the challenges that you see all the time when working with existing schools brands? I’ll start with Niki. Let’s go Niki first and then we’ll come back to Ashley.

Niki B (14:36):

Sure. One thing I could speak to and specifically to logos, since we were chatting about that, I know schools don’t always have the resources to hire a professional designer. A lot of times, there might be a volunteer or a parent or student that designs the logo and I am all for that. Yeah, I love that process.

(14:56):

But sometimes what happens is because of the tools used in creating that logo, you then find some problems down the road. For instance, if a logo is created in Canva or Photoshop, it’s not in the format that’s called a vector, which means it’s not easily scalable. You’ll then find that you can’t use it on a signage because it will look blurry or pixelated or you can’t make edits to the logo, like changing it so it’s black and white very easily. That has been one of the things I’ve done with the enrollment team, is recreating logos into a vector format and still keeping the same design and spirit of the same logo with some small fixes. But that is a pretty important consideration when creating it to just double-check the tools using when you’re creating that logo.

Michael B (15:53):

Such good advice. Ashley, what are some challenges you’ve had or the teams had when working with existing school brands?

Ashley M. (16:00):

I think this relates to what Niki said. I think a lot of these, our schools, maybe they have volunteers who have helped with their branding or helped with flyer design and things like that. I think consistency starts to become a problem because somebody designed this logo, but we don’t know what font it was, and we don’t actually have those RGB or CMYK colors so maybe the next person who uses it just uses their little eyedropper tool or just makes a guess in Canva. Well, this blue looks close enough and then, now you have all these different iterations of your colors and everybody’s using different fonts and everything that comes out that represents your school visually looks a little bit different and nobody really knows what to use, and so it can start to look a little bit muddled and that’s when we bring on somebody like Niki to say, help! Please recreate the logo with fonts that we know that we can use and file formats that we can use and also help us define, okay, these are the fonts we use, these are the colors we use, this is the tagline, and distribute that to anybody who’s creating anything for you. That’s something that we often come to Niki for.

Michael B (17:16):

For sure. Let’s wrap up with tools questions. Niki, you mentioned one tool. You actually mentioned several tools, so Canva, Adobe, there are others that are out there. I would love to hear just your thoughts, your feedback on obviously those respective tools, the experience someone would need, level of experience to use those tools because there’s pros and cons, right? But just give us an idea of why use Canva? Why not use Canva? Why use Adobe? Why not use Adobe? Would love your thoughts there.

Niki B (17:50):

Absolutely. I mean, the nice thing with tools like Canva is that they’re accessible to everyone. That’s probably the lowest learning curve, and I have nothing against it. They’re so great for social media graphics, digital ad banners for a lot of things online. I think some of the limitations with Canva come when you have things like print materials because you don’t always get that resolution or some of the things that print vendors require, like bleeds and crop marks. Those aren’t things that Canva can really provide.

(18:29):

That’s when you take the next step up to the Adobe suite. I know that is challenging. I mean, this is why I have a background in design and learn how to use the tools. I think someone opening InDesign or Illustrator, they see so many features in there, you don’t know where to start. I think it’s a balance between doing things yourself and then realizing when you should outsource things to a professional. One thing I like to do to help with that is create templates, editable templates. The things that need to be done in a professional format, good, but then I can assist with creating templates in Canva, having that foundation, and then you can update the text and details without worrying about the technical output of it.

Michael B (19:24):

It’s such a good point and there’s pros and cons to both, but I think you nailed it on the head, if you will, that one of the things schools need to do is carve out some budget to work with a designer to get their brand-related files in the right place so they become more usable, whether they’re using a Canva or they’re doing it internally on their own.

(19:46):

I’ll also throw in a tip here as someone who has led any number of brand teams and been exposed to, I mean, I don’t know how many brands I’ve worked on in my entire 16 years of career, but organize your files and make sure, I know, both of you are laughing at this, but like it is, and there’s an appropriate laugh because we’ve all seen it in our careers, is as you’re getting logo files, name folders, logos, put them in the right places. That will help so much.

(20:15):

Of course, many of our school leaders are on Google Drive, so it makes it easy for you obviously, to have a top-level brand folder, be able to segment your assets into folder, move old stuff into archive folder, so people don’t use an old logo or an old ad, or maybe an image that wasn’t supposed to get used or is 10 years old at this point and doesn’t really represent your school so that’ll be my tip of the day.

(20:40):

On that note, we are well past our 10 minutes of time caused by yours truly for a little streaming issue this morning. But I just want to give a big shout and a thank you to Niki for joining us today and all your continued work on the schools and the school leaders we work on. Ashley and I very much appreciate it, as do our school leaders appreciate the amazing work that you do for them to drive kids into their schools.

(21:07):

With that, I will say thank you to both of our guests, Ashley MacQuarrie, our director of enrollment marketing at Charter School Capital. I will say thank you again to Niki Blaker who works with us across a number of our schools for our enrollment marketing platform. We will hopefully, see you next week. Next Thursday, we’ll have another guest from our team on to talk about all things enrollment marketing along with Ashley and myself so thanks again for joining us and we’ll see you next week.

Niki B (21:35):

Thank you.

Michael B (22:00):

Out. All right, we are out.