Meeting Checklist

• Ask about the current term.
  • How are things going?
  • Does the student need to be referred to another resource?
    • Check out the pages under “Helping a Student…”
• View the Pack Planner and Degree Audit, and discuss the student’s long-term plan for completing their degree.
• Discuss summer plans including Learning Experience Elective enrollment.
• Discuss next term’s courses.
  • Do they fit the student’s interests, goals, and degree?
  • Have they met the pre-requisites?
  • Is it a reasonable course load?
  • Be sure to alert students to special courses coming up that they might not find in the planner/catalog!
  • If a student needs help enrolling in a course outside of the Department, refer to this sheet for Enrollment Contacts across State.
• Discuss Academic, Career, and Life Goals.
  • Does the student have clear goals?
  • Does the student know what steps to take to achieve their goals?
• Ask for a Resume.
  • Does the student have one?
    • Are the experiences and skills the student is building working toward their goals?
• Remind graduating seniors to complete a Graduation Application through MyPack.
  • Remind students to declare their minors and complete grade exclusions before they apply for graduation.
• Discuss Grade Exclusions as needed.
• Release the student’s advising hold after the meeting.

IMPORTANT: Take notes!

Notes are helpful in recalling students’ interests, educational plans, career goals, and concerns. They also are helpful for documenting the reason for the advising session.  Notes should be kept objective and neutral. Personal opinions and thoughts about students should not be a part of advising notes.  Email correspondence are considered part of students’ academic records, so such correspondence should be saved. GPS is a wonderful tool to save appointment meeting notes.