The Erdmann Institute for Enrollment Leadership
Data-Driven strategies for enrollment success
June 8 -11, 2025
Registration opening soon
In today's competitive landscape, independent schools face growing pressure to maintain healthy enrollment levels while addressing shifting demographics, evolving parent expectations, and rising tuition costs.
This year’s Erdmann Institute programming explores the critical role data plays in effective and efficient enrollment management at independent schools. Attendees will discuss how leveraging data can drive informed decision-making, shape strategic enrollment planning, and improve student recruitment and retention.
Topics include understanding key enrollment metrics, tracking trends, and using data to personalize marketing efforts. Additionally, we will address current challenges like declining birth rates, changing family expectations, and the rise of alternative education options.
Through presentations, case studies, and roundtable discussions, participants will gain practical insights into how data can enhance enrollment strategies and ensure long-term sustainability that drives and partners with an institutional advancement model for independent schools.
Presenters to Date:
Jim Daughdrill - National Director of Membership & Business Development, The Enrollment Management Association
Dr. Ari Betof - Co-Founder, Partner, Mission and Data - Mission-Driven, Data-Inform Leadership, and Governance
Data-Driven Strategies for Enrollment Success
Key Focus Areas:
Understanding Key Metrics:
Learn about the most critical enrollment data points, such as inquiry-to-enrollment conversion rates, retention statistics, and demographic trends. Discover how to track and analyze these metrics effectively to gain insights into student recruitment and retention efforts.
Predictive Analytics for Strategic Planning:
Explore how historical data can be used to forecast enrollment trends and future challenges. Attendees will learn how to apply predictive models to inform long-term planning and make data-driven decisions about resource allocation, marketing strategies, and program development.
Personalized Marketing & Communication:
Dive into how schools can use data to personalize outreach efforts, from segmented marketing campaigns to targeted communication with prospective families. Learn how data-driven marketing can improve engagement, lead generation, and ultimately boost enrollment.
Addressing Market Shifts:
Discuss how to respond to external challenges like demographic changes, increasing competition, and financial pressures. The workshop will cover data-informed strategies to maintain enrollment stability, including optimizing tuition models, identifying new target markets, and enhancing value propositions.
Data-Driven Retention Strategies:
Learn how to utilize data to identify at-risk students and families, enabling the development of proactive retention strategies. This segment will focus on how tracking student and family engagement, satisfaction surveys, and academic performance can help schools retain students and maintain strong enrollment numbers.
Case Studies & Best Practices:
Through real-world examples from successful independent schools, participants will see how data collection and analysis have transformed enrollment strategies. These case studies will highlight best practices for building a data-driven culture within a school’s enrollment management team.
Outcomes: Participants will leave with actionable insights and tools to:
Implement effective data collection processes.
Interpret enrollment trends and apply predictive analytics.
Develop personalized marketing and retention plans based on data.
Create sustainable enrollment strategies for long-term success.
Presenters to Date:
Jim Daughdrill - National Director of Membership & Business Development, The Enrollment Management Association
Dr. Ari Betof - Co-Founder, Partner, Mission and Data - Mission-Driven, Data-Inform Leadership, and Governance