Developing Proactive Outreach Plans
Reach out to help students avoid common pitfalls
Consistent advisor outreach is a proven method to support students needing 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. 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.
Navigate360 makes executing your proactive outreach plan easier 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 to keep students on their path and connected to available resources. Explore each section individually, or download the full toolkit.
In this 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, purpose of the email, and subsequent list filters to reach out to students during any academic term.
Template proactive outreach plan
Create a custom plan for students utilizing this template to address and alleviate common pitfalls during the term. Set aside time to update the proactive outreach plan before the beginning of each term.
Sample student emails
Utilize the emails provided for selected student groups or create templates to help students take crucial next steps. Sample emails include topics areas such as submitting financial aid paperwork, planning courses, reviewing major course requirements, and releasing a hold.
This resource requires EAB partnership access to view.
Access the tool
Learn how you can get access to this resource as well as hands-on support from our experts through Navigate360.
Learn More