Select Works
The outcome: I developed a Decision Meeting Playbook that provides clear facilitation steps, expectations, and resources to prepare counselors to lead Decision Meetings with fidelity. Consequently, 100% of decision meetings were completed with 90% data accuracy.
Decision Meeting Agenda & Script
Decision Meeting Playbook
The Need: At KIPP Texas, College Counselors facilitate Decision Meetings with high school seniors and their families. In 2024, the onboarding of several new College Counselors revealed that no formal training manual or standardized guidance existed to support Decision Meeting facilitation prior to implementation.
Design process: I conducted a needs analysis to identify counselor support needs prior to the launch of Decision Meetings. This process included workflow mapping, review of existing resources, and reflection on prior facilitation experience, which informed the development of clear, step-by-step guidance..
The Need: The Decision Meeting Playbook provided comprehensive guidance, but counselors needed a more compact tool to support facilitation in the moment. Without a streamlined agenda and script, it was difficult to balance pacing, clarity, and completion during live meetings. Additionally, students often served as translators for their parents, so students needed an English-to-Spanish reference list.
Student Enrollment Checklist
The need: Students needed a clear, comprehensive list of enrollment steps, but university-provided guidance was inconsistent and difficult to navigate. As a result, students often missed steps or relied heavily on one-on-one support to complete enrollment tasks.
Design Process: With the student’s permission, I accessed a student account to locate each required enrollment step and identify where it lived within the university portal. I documented direct links and wrote step-by-step navigation instructions, repeating this process for each requirement to create a clear, student-friendly checklist.
The outcome: The checklist reduced confusion and increased student independence during the enrollment process. As a result, 95 percent of students enrolled as planned.
Alt Text: A Computer showing an. image of the student enrollment checklist.
Design Process: I began by reviewing the playbook to identify essential agenda items and key facilitation moments that needed concise guidance. I built on existing resources, collaborated with colleagues with prior Decision Meeting experience, and incorporated team feedback to refine the tool into a compact, easy-to-use guide.
The outcome: The Decision Meeting Agenda and Script enabled counselors to facilitate meetings more efficiently and with greater confidence. As a result, all scheduled Decision Meetings were completed, with required steps addressed and data collection completed in full. With the help of the Spanish script, students were able to translate information successfully to parents.