Developing Proactive Outreach Plans

This toolkit is essential to create and run successful proactive outreach plans which enable academic advisors to direct focus to specific populations of students in need of supplemental attention. By putting singular attention on the students who they can help the most with actionable next steps, advisors are able to maximize the overall impacts of their efforts.

Consistent advisor outreach is an proven method to support students in need of supplemental attention. By placing focused attention on students, advisors can connect with specific students who may not have reached out for assistance, providing actionable next steps. And advisors can maximize the impact of their efforts by demonstrating knowledge of academic planning and other student resources, improving student satisfaction and increasing the likelihood of retention and persistence.

Navigate makes it easier to execute your proactive outreach plan with a suite of tools (analytics, workflow, and student engagement) for quickly identifying, contacting, and meeting with students.

This toolkit is essential to create and run a proactive outreach plan that will keep students on their path and connected to available resources. Explore each section individually, or download the full toolkit.

Overview of a Proactive Outreach Plan

To foster deeper student relationships incorporate our recommended email approach to student communication as outlined in this plan. Advisors should utilize this resource to think through the timing of their students interactions throughout the term, and how to best align the content of the emails to specific steps and resources for their student.

Creating a Proactive Outreach Plan

Follow these five steps to create a proactive outreach plan, incorporating noted pro tips and strategies from your peer advisors to create effective messages that will resonate with students.

Sample Proactive Outreach Plan

Review this sample plan to determine timing, student group, email content,…