Tips for Running Efficient Advising Caseloads

Webinar with Stacy Thompson

Presentation PDF | Link to Recording

In this webinar, counselors will explore methods of managing advising caseloads through foundational advising practices, opportunities for differentiated structures, and quick-tips to integrate into caseload management with the biggest impact.

Objectives:

1. Identify data-based resources & advising practices that can serve as the foundational system for efficient caseload management

2. Consider opportunities to differentiate advising, through structure, content, and audience

3. Explore time-saving tips & tricks to increase advising efficiency without adding extra time/steps

Resources

• Advising Data Systems

  • Contigo Ed College Counselor Calendar

  • Priority Plan Templates: Canva Project Plan Template 1, Canva Project Plan Template 2, Canva Project Plan Template 3

  • Contigo Ed Centralized Advising Spreadsheet

  • Contigo Ed College & Career Data Resources: This resource guide is a complement to our blog series on data. Please visit the Data Series for Educators blog to learn more. You will find two sections in this resource guide: 1) Historical & Statewide Data 2) Real-time Data

  • Data Elements of Interest

  • TACAC 2022 – Prioritization and Time Management Strategies to Calm the Busy Mind, Priority mapping, Using calendars

• Differentiated Advising

  • Contigo Ed Individual Advising Toolkit

  • Blog Post- Kickoff the School Year Strong — Contigo Ed 

Contact

Stacy Thompson – stacydthompson@gmail.com