Tuesday, October 30, 2007

ABC on YourVirtuoso

We are often asked about ABC Music & Me, and how to handle it in YV. There are many ways to approach it, and I would encourage comments on this blog with any of your creative ideas.
First of all, why can it be a problem? Here are a few important differences from the other KI curricula for which YV is currently optimised. They all stem from the fact that ABC is structured in 4 week units:

  1. Signing up continuing students every month can be a burden
  2. There is no set session start and end if you run an ongoing program where students join and drop at will
  3. Long sessions with multiple months show the entire cost, and may cause "sticker shock"
  4. Classes at Daycares are usually restricted to children attending the daycare

We have some plans to change the way sessions and pricing are handled to make this much simpler, but these will not be available until after YourVirtuoso 2.0, so here is one option we came up with to handle a daycare ABC program with rolling monthly enrollment:

  1. Set up a new session for the classes starting when your program starts and ending at some logical point in the distant future such as the end of the school year. DO NOT ACTIVATE this session so that will not appear on your website.
  2. Set up the ABC classes in this session picking all the units that you will teach over this extended period. If you charge $50 per month, split as $15 materials and $35 tuition, set the materials packages to $15 incl tax (if you do it in the curriculum, you wont have to do it for each class you add), and set the tuition to be $35 * the number of units you will teach over this period (e.g if your session was 9 months long, set the tuition to $315). Set up a pricing plan to take $50 deposit and spread the balance over the session in monthly payments. Test enroll someone to check that it sets the monthly fees to $50, and adjust dates to make it work if not. You can activate these classes (not the session).
  3. In your currently active session (eg Fall 07) set up an ABC class for the unit you are about to start with the appropriate start and end dates etc. Price it at $35, materials $15. Activate it and it will appear online for parents to register in. Market to/through the daycare asking parents to sign up online for this class and store their credit cards, and let them know they will stay enrolled until they advise you they want to drop.
  4. When the enrollment period for this months class is over, mark it completed, remove the students from this class (creating a credit) and add them to the ongoing class. Make a payment to apply their $50 credit to the first (deposit) on the ongoing class.
  5. You now have these students all set for the rest of the year. If they drop out, modify their tuition (was $315) to what they actually took, and modify the materials that they will not be getting to $0 (ideally set up a dummy "no materials" package for this curriculum so your materials report counts them correctly)
  6. For new students, add a class(es) in your current session every month for the current unit, and set the class size to be the spaces you have left. At the end of the enrollment period, move them to the ongoing class as before, but adjust tuition and materials to reflect their late start in the session.

As I said, we are working on simplifying this process! In the mean time do you have a better way of handling it anyone?

Gerry

Friday, October 26, 2007

Online Survey Instructions

After Michael encouraged us all to survey our "Defectors" (did not re-enroll) I thought it would be worth stepping through this process, explaining how to do it using YV.
The Surveymonkey piece is not related to YV, but for completeness, I have documented the whole process:

  • Create new survey
  • edit first page and put description like:
"We noticed that you did not re-enroll for classes at Kindermusik... this Fall, and would appreciate just a few moments of your time to help us understand why.
The full 7 years of Kindermusik curricula, followed by instrument study, are a wonderful gift we would love to help you give your child, so your feedback is of particular interest to us in improving our offerings.

Thanks,

Miss ...."

  • Add question:
Type: Rating Scale
Text: How Satisfied were you with your Kindermusik experience at KinderVillage?
Row Choices:
Curriculum
Teacher
Schedule
Price

Columns: 10 Ratings
1 Disappointed
5 Neutral
10 Thrilled

  • Add A Question:
Type: Single Textbox
Text: What was the Primary reason you decided not to re-enroll?
Require an answer
Set Size to 30 characters

  • Add A Question:
Type: Comment/Essay Box
Text: Please Provide More Detail on satisfactions and/or disappointments:

  • Add A Question:
Type: Rating Scale
Text: Based on your experience at KinderVillage, how likely would you be to enthusiastically recommend KinderVillage to a friend?
Row Choice:
How likely would you be to enthusiastically recommend KinderVillage to a friend?

Columns: 10 Ratings
1 Not at all likely
4 Somewhat unlikely
7 Somewhat likely
10 Extremely likely

  • Add A Question:
Type: Comment/Essay Box
Text: Is there one thing that KinderVillage could have done to keep you and your child as customers?

  • Preview your survey and carefully proof read it.
  • go to "Collect Responses"
  • Use the default "Create a link for email..."
  • Name the link: e.g. "Re-Enrollment Survey"
  • Select and copy the webpage link ( )

Marketing
Mailings
Pick the recipients:
1 Select by enrollment - Families with child enrolled in Spring 07
2 Select by enrollment - Families with child NOT enrolled in Fall 07

If all is OK, Save the mailing and you are all set. Just wait a day or two and go back to surveymonkey to analyze the results.

You can obviously create other surveys, and use different mailing selectors to pick who to invite...
Enjoy,
Gerry