Slate AI: Preparing a Board-Ready Enrollment Report
- 22 Aug 2025
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Slate AI: Preparing a Board-Ready Enrollment Report
- Updated 22 Aug 2025
- 2 minute read
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This article is part of our Slate AI series, each focused on a single, high-impact prompt, why it works, how to take it further, and how to make AI a partner in your process.
The prompt
“How should I present enrollment trends and risks to my Board of Trustees in a clear, concise report?”
Welcome to storytelling with data. Trustees and senior leaders need information that is accurate, strategic, and digestible.
It’s audience-aware: the Board doesn’t need operational details, they need outcomes and implications.
It’s outcome-driven: connecting enrollment to revenue, stability, and mission.
It’s communication-focused: shaping the narrative around what matters most.
Why it works
This prompt helps leaders use Slate AI to move beyond data collection into decision-ready communication.
Clear Focus – Anchored to the Board of Trustees. That cues AI to strip away noise and focus on top-level impact.
Strategic Framing – The goal isn’t “What numbers do I have?” but “How should I communicate them?” That elevates the role of AI to that of an advisor, not a calculator.
Outcome-Oriented Language – Words like “present” and “clear” steer toward narrative design, instead of just metrics.
What Slate AI might say
You’ll likely see guidance such as:
Use 3–5 high-level KPIs (applications, admits, deposits, projected yield).
Show year-over-year comparisons with brief commentary on what’s changed.
Highlight leading indicators (portal activity, checklist completion, aid submissions) as early signals.
Present risk factors (territories underperforming, engagement gaps, melt projections).
End with strategic takeaways: where to lean in, where to monitor, and where support is needed.
It may also recommend data visualization styles, such as tiles, trend lines, and simple traffic-light indicators.
The power of a follow-up
A powerful second prompt could be:
“Can you draft a one-page narrative summary I could include with this report?”
Slate AI might then generate:
A short executive summary with clear, plain-language takeaways
A section for risks and mitigation strategies
A forward-looking statement (“Based on current trends, we project…”)
Now you’re reporting and equipping leadership to act.
Try reframing it
Different audiences call for different framing. Adjust the prompt slightly, and Slate AI can adapt the story:
“...for the President’s cabinet” | Adds operational context and tactical recommendations |
“...for a budget committee meeting” | Connects enrollment directly to revenue forecasts |
“...for an accreditation report” | Shifts toward compliance, student demographics, and persistence |
“...for a donor advisory council” | Emphasizes enrollment diversity and student success stories |
Prompt Template
“How should I present [topic] to [audience] in a way that is [quality] and [goal]?”
Examples:
Application trends | Trustees | concise | support confidence |
Funnel health | Cabinet | actionable | align priorities |
Persistence data | President | clear | inform strategy |
Student success | Board | compelling | justify investment |
Your turn
Test one of these prompts to make your next report more impactful:
“Draft an executive summary of enrollment health for a non-technical audience.”
“What 3 visuals would best communicate melt risk to Trustees?”
“How can I frame enrollment risk as both a challenge and an opportunity?”
Board reporting is about transparency and trust. With Slate AI, you can deliver both, pairing accurate data with a clear narrative that leadership can understand at a glance.
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