Reference

Session Summary Templates

A free companion artifact from The Enrollment Director Field Guide to AI. The guide explains when and how to use it; this copy is yours to adapt for your school. More at haitani.org/field-guides/enrollment-director

Q3 2026 edition · last updated August 13, 2026

What this is. The four summary structures the sessions refer to. Each session ends by producing one of these, you correct it, and the corrected document goes into your Sessions folder as the input to everything that follows.

The summaries are the memory of this method. They are also the reason it stays affordable and coherent: each new session reads four short, verified files rather than four long transcripts.

The instruction that produces any of them

Paste this at the end of a session, with the right section list dropped in:

Summarize this session so the findings can be carried into later sessions and a final report. Write a factual, specific summary of our conversation. Capture concrete findings, numbers, school names, sources, and my own words where they matter. Do not soften critiques and do not add anything that was not in the conversation.

Plain text, no markdown symbols, no asterisks, no em-dashes. Use these section headers in capital letters: [PASTE THE SECTION LIST BELOW]. If a section had no coverage in our conversation, write "Not covered in this conversation" under it. Maximum 600 words.

Session One — sections

CURRENT VALUE PROPOSITIONS
HONEST CRITIQUE OF CURRENT MESSAGING
COMPETITOR LANDSCAPE (each competitor with what was learned)
WHY FAMILIES CHOOSE US, WHY THEY CHOOSE COMPETITORS
OPEN QUESTIONS

Session Two — sections

GEOGRAPHY AND CATCHMENT AREA
DEMOGRAPHIC FINDINGS
INCOME AND AFFORDABILITY FINDINGS
ECONOMIC AND EMPLOYER FINDINGS
COMMUTE AND TRANSPORTATION FINDINGS
ENROLLMENT IMPLICATIONS
KEY SOURCES
OPEN QUESTIONS

Session Three — sections

PUBLIC SENTIMENT THEMES ABOUT THIS SCHOOL
SENTIMENT ABOUT PRIVATE SCHOOL IN THIS AREA
SURVEY FEEDBACK THEMES (if provided)
ADMISSION PROCESS PAIN POINTS AND STRENGTHS
RECOMMENDATIONS DISCUSSED
CAVEATS ON THE EVIDENCE

Session Four — sections

NUMERIC ENROLLMENT GOALS
QUALITATIVE OUTCOMES SOUGHT
WHAT HAS WORKED AND NOT WORKED BEFORE
NORTH STAR AND RECENT CHALLENGES
BOARD DIRECTIVES AND CONSTRAINTS
HOW SUCCESS WILL BE MEASURED

The correction pass

Before any summary is saved, read it against your own knowledge and fix three things in particular:

Figures. Any number the AI carried forward from research, especially competitor tuition and demographic projections. These are the errors that compound quietly, because later sessions treat them as settled.

Characterizations. How a competitor was described, how a sentiment theme was weighted, how your own positioning came out. Confident summary language can harden a directional signal into a stated fact.

Omissions. What you said in the conversation that mattered and did not make the summary. You are the only one who will notice.

Then save it. The corrected summary is the record; the transcript is not.