Admissions
Five signs your admissions have outgrown the spreadsheet
No institution decides to run its admissions out of a file. It ends up there, one column at a time, until the day the file no longer says what happened.
5 min readBy the GEERD team
The spreadsheet is the most honest tool in the building. It never goes down, everyone knows how to open it, and it accepts any column you add to it. That is precisely why it stays in place long after it has stopped being enough.
The moment it stops being enough does not look like a failure. The file still opens, the rows are still there. What has gone is the answer to one simple question: who spoke to this applicant, when, and what were they told?
Here are five signs. None of them is about software. They are about what your team does in the morning, what it can tell a family, and what it no longer dares promise you.
The five signs
None of them needs an audit to be seen. One morning sitting next to the admissions team is enough.
The first hour goes on finding out where things stand
Before anyone speaks to a single applicant, someone updates rows, re-colours statuses and compares two tabs to rebuild the state of the campaign. That work moves nothing forward: every morning it reconstructs information the system should have kept overnight.
Nobody knows who followed up with whom
An applicant’s history exists, but it is spread across three inboxes, a notebook and one person’s memory. The day that person is away, the record is not merely paused: it is unreadable. And either two follow-ups go out, or none does.
The figure leadership asks for is counted by hand
How many applications, how many complete files, how many offers accepted? The answer exists, but it has to be manufactured, and it comes out differently depending on who manufactures it. A figure that has to be produced is a figure people eventually stop asking for.
The applicant asks you where their file stands
The question is normal; it is your answer that says a great deal. If it takes opening a file, finding an attachment and calling back at the end of the day, the applicant learns something about your institution before ever setting foot in it. Families do not compare your tools. They compare the gap between their question and your answer.
You hesitate before opening one more programme
A new programme, a second intake, a second site: the decision is held back not by demand, but by the certainty that the current process will not hold. When the size of a cohort depends on what the file can absorb, that is no longer a strategy, it is a limit of the tool.
What the file holds, and what it does not
The spreadsheet is not at fault in the middle column. It is in the right-hand one, and that is the column an admissions campaign asks for.
| The question | What the file knows | What it does not |
|---|---|---|
| Who applied | The list, current if someone keeps it | Who applied twice, under two spellings |
| Where a file stands | The status someone typed in | How many days it has been there, and whether anyone has reopened it |
| What was sent | Nothing: the messages live elsewhere | Who followed up, when, and what was promised |
| Where the campaign stands | A count, as of the last update | The same answer twice in a row |
| What the file is missing | A box ticked by hand | The documents actually received, and through which channel |
This is not a discipline problem
Faced with these five signs, the usual reaction is to ask for more discipline: a naming convention, a shared file, a mandatory Friday update. That holds for one campaign, sometimes two. Then a heavier intake arrives and the rule gives way, because it rested on the discipline of people who were already busy.
A spreadsheet only knows today’s state. It does not record what happened, it has no notion of elapsed time, and it cannot set anything off by itself. These are not flaws: they are the limits of a tool that was never built to follow people over time.
So what changes when a team leaves the spreadsheet is not, first of all, speed. It is that a forgotten follow-up becomes visible again, and that a record stuck for ten days makes itself known without anyone having had to remember it.
Five checks to run this week
None of them needs a project or a budget. They need one morning, and some honesty about what you will find.
- Take five applicants from the last intake at random and rebuild their full history: how long does it take you, and how many places do you have to open?
- Ask two different people, separately, how many complete files there are, then compare the two answers.
- Count the admissions files that exist across the institution, all departments included. The number is nearly always larger than the one you would have quoted.
- Look for the applicants whose status has not moved in a fortnight. If there is no way to find them, the question is already settled.
- Ask the team how long it spends each day updating the file before speaking to anyone at all.
What to take away
If several of these signs feel familiar, the problem is neither your team nor the spreadsheet: it is that a file is being asked to hold a memory it does not have. Institutions that move on do not do so because a tool convinced them. They do so because they finally counted what carrying on costs them.
We will not tell you what you would gain: you are the ones with the volumes, the delays and the headcount. What we know how to do is read your last campaign with you, sign by sign, and leave the arithmetic to you.
Read next
- AdmissionsFrom spreadsheet to applicant tracking: five steps →Leaving the spreadsheet is not an IT project. It is a move: what you take, what you leave behind, and who holds the keys at the other end.
- AdmissionsWhy an admissions team deserves better than a generic tool →A sales CRM is not a bad tool. It is a tool whose vocabulary does not cover yours.
- Grow your admissions →Follow every applicant from first enquiry to enrolment.
- Prepare the new academic year →Re-enrolments, payments, groups and documents before September.



