The Companion Shelf —The Enrollment Director
The guide is the map; this shelf holds the tools — demonstrations of the real work, downloadable templates, and exercises you can run with your team. It grows and changes between editions, which is why the guide points here rather than to individual items.
The Enrollment Layer Kit —
A strategic enrollment plan for your school, built with you, in your own AI account.
Session One ends with your positioning tested against the schools you actually lose to — useful the same week you run it. By Session Five you are holding the whole thing: the demographic and economic picture of your market, what families in it are signaling, your goals pressure-tested against that evidence, a 90-day action plan, and a memo written for your head.
The plan arrives finished. You build it — which is the only way a plan about your market can exist at all. A generic enrollment plan is worth about what it costs.
The work happens in your own Claude, ChatGPT, or Gemini account. Your funnel data stays in your school's account, and each session's summary lands in a folder you keep — something to pick up again next season rather than start over.
The kit lives on the web rather than in a PDF, because the prompts change as the tools do. Pairs with Chapter 9 of the Field Guide.
Resources by chapter —
Each item is what a chapter's "in practice" callout points to.
Chapter 1 — The AI Moment in Private-School Enrollment
Today's AI Impact on the Role of Enrollment Director — the long-form version of the question behind this chapter: which parts of the role are about to change, and which parts become the real source of your value.
Chapter 5 — The Enrollment Layer and Workflow Redesign
SR-16: Journey Mapping with Emotions — a ready-made team activity that pairs with the chapter's funnel decomposition: your team maps the family's experience of the funnel while you map its steps.
Chapter 8 — Yield, Financial Aid, and Re-enrollment
From Board Report to Decision Tool (video) — the Real AI Series video demonstrating the chapter's sequence on screen: a flat projection report becoming a working what-if decision tool.
Chapter 9 — Market Intelligence and the Strategic Enrollment Plan
The Enrollment Layer Kit — build your school's Enrollment Layer, then run the chapter's five-step planning method with it in your own Claude, ChatGPT, or Gemini account. It lives on the web rather than in a PDF, so the prompts stay current as the tools change.
Chapter 13 — Governing AI in Enrollment
The AI Leadership Posture Report — the free self-diagnostic for the three postures: it identifies the one you actually hold, with its strengths and characteristic risk named.
Templates & downloads —
Feel free to adapt to your school. One click to the PDF.
The Admissions Data Line Card — what never enters a public AI tool, plus the describe-by-stage anonymization test (Ch 3)
Enrollment Thinking-Partner Prompt Card — the starter prompt, the skeptical-parent adversarial read, and the non-negotiable review list (Ch 4)
Family-Facing AI Transparency Statement Skeleton — a fill-in statement of how the admissions office does and does not use AI (Ch 7)
Committee Room Norms for the AI Era — five pre-season norms plus the synthesis-versus-scoring bright-line test (Ch 7)
Enrollment AI Posture Statement Worksheet — name your posture, then write one position in three registers: family, team, head (Ch 13)
Six Starting Rules for the Admissions Office — day-one AI rules you can set in one team meeting (Ch 3)
The Enrollment AI Policy — the six-part function-level policy the day-one rules grow into, with fill-in blanks (Ch 13)
Enrollment Agent Diligence Checklist and Oversight Register — two sorting questions, five diligence items, and the one-page agent register (Ch 12)
I add to this shelf regularly, alongside each new edition of the guide. New demonstrations and templates land here first.
Occasional notes from Linda
Updates when there's something worth sharing. No schedule. No spam.