Proactive Caseload Management allows advisors to support students holistically with a focus on achieving long-term goals and solving problems before they escalate. In particular, advisors rely on this approach to manage their assigned student caseloads in an efficient and strategic way.
Use Navigate’s newest resource to learn about the five-step framework advisors can leverage to manage their caseloads and help students succeed. Explore each section below or download the full toolkit.
To embrace a proactive caseload management approach to advising, advisors should have less than 350 students in their assigned caseloads, holistically support students, and use a shared advising system. Learn more about these three "prerequisites" and see the five-step framework for proactive caseload management, from prioritization and planning to in-person support. Learn more about this approach.
Advisors should proactively identify key factors that may indicate a student's need for extra support, such as low GPA or low midterm grades in key courses. To prioritize time with these students, see our sample communication schedule for students based on if they need a high level, moderate level, and low level of support. Prioritize students in need.
For the best results, advisors should make sure email subject lines are fewer than 30 characters, eliminate higher ed jargon from communications, and use texts sparingly for time-sensitive messages. Read the rest of our recommendations on how to optimize subject lines, audit email content, and use…