Sessions & Speakers

Session Type:

General Session

Tracks:

Financial aid offices are increasingly challenged to meet rising service demands with limited resources. This session introduces a strategic framework for quantifying workload and translating it into actionable workforce planning.

Using NASFAA’s Staffing Model and Financial Aid Administrator (FAA) Competency Model as foundational tools, attendees will learn how to capture task-level data, identify seasonal and cyclical trends, and convert workload into full-time equivalent (FTE) staffing needs. The session will demonstrate how to use this data to support staffing proposals, guide organizational restructuring, and inform professional development strategies. Real-world examples will illustrate how workload analysis can uncover inefficiencies, promote equity, and build a sustainable staffing structure aligned with institutional goals and student success.

This session is designed for financial aid leaders, managers, and analysts seeking to make data-informed decisions about staffing and operations. By integrating NASFAA’s Staffing and Competency Models into workload analysis, attendees will gain practical tools to optimize their workforce, enhance service delivery, and support long-term planning.