Financial Advisors Pocket Guide
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Financial Advisors Pocket Guide document sample
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Advisor Training for Faculty
Marsha Miller
NACADA Assistant Director, Resources & Services
miller@ksu.edu
With thanks to Kathy Stockwell
Fox Valley Technical College
―Perhaps the most important
need in academic advising
today is effective training.‖
Jeffrey L. McClellan
Content Components for
Advisor Training: Revisited
Topics you would like to see addressed in
advisor training on your campus
―Faculty advisor training or
development should grow out of the
expectations of a particular
institution and be unique to that
campus. The program should be based
on the needs of faculty. The most
well-structured training program
possible will still not be successful if
it does not provide the information or
skills that advisors need to do their
job well.‖
Faye Vowell and Phillip Farren
in Faculty Advising Examined
Start with support
from the top!
Identifying Training Needs
New Faculty Members
Faculty Members in Different
Disciplines
Mid-Career Faculty Members
Experienced Faculty Members
ASK!!!
Training Formats
One or Two Full Day Staff Development Day
Several One Hour Webinars
Online Panel Discussions
Conference/Seminar Advising listserve or
Attendance chat room
Advising Newsletter
Monographs, journals,
handbooks
Case Studies
Advising Handbook
Mentoring
Training Components
• Training must be connected to
– Mission for faculty advising
– Goals for faculty advising
– Advisor outcomes for faculty advising
– Student learning outcomes for faculty
advising
– Resources available to faculty advisors
What to Include in Training
Three components of quality advising
Informational
What advisors need to know; includes
internal and external environment,
student needs, & advisor self knowledge.
Relational
The skills advisors need to possess
in order to do their jobs effectively
Conceptual
What advisors must understand
Informational
―The substantive information that
academic advisors need to know
falls into four groups —
– the internal environment
– the external environment
– student needs
– advisor self-knowledge.‖
L.C. Higginson
A Framework for Training Program Content
Higginson believes advisor training
must include the following topics:
• Students within the institution
– Student Characteristics
• Gender and racial composition
• Test scores
• Number of students on financial aid
• Attrition and retention patterns
– Educational and personal needs
– Characteristics of special populations
• Adult learners, student athletes, honors
students, international students, racial and
ethnic minorities, part-times students, etc.
• Role of advising within the institution
– Importance of advising for students and
the college
– Institution‘s definition of advising
– Advisor and advisee responsibilities
• The internal environment
– Academic integrity
– On-line resources
– Policies and procedures
– Referral services
– Transfer options
– Etc.
• External environment
– Knowledge of the higher education
community, the local communities, and the
job market—helps advisors link education
with the ―real world‖ the students will be
entering
• Service learning experiences
• Job outlook projections
• Professional associations
• Networking opportunities
• Continuing education
• Student needs
– Problem solving
– Decision making
– Evaluation of options
– Connection between major and career
– Test preparation students
– Time management
– Special population issues
• Advisor self-knowledge
– What do I as an advisor bring to the
advising setting?
• Attitudes
• Beliefs
• Knowledge
Topics to Include
Introduction to advising roles and tasks
Skills and techniques
Student development
Advising as teaching
Using resources and making referrals
Legal and ethical issues
Relational skills
Advising special populations
Advising delivery strategies
Important Topics for Faculty
Advising as teaching
Emphasize that this is a learning
experience for advisees
o establish student learning outcomes for
advising
o use an advising syllabus
Legal and ethical issues
o FERPA
o Due process
Resources and referrals
Training Techniques
Presentation
Large group and small group discussion
Case studies
Role playing
Intranet
Communication (Relational)
A good advisor development program
stresses communication skills, the
essence of effective advising.
• Listening
• Paraphrasing
• Questioning
• Supportive/encouragement
strategies
―Be concise in your writing
and talking, especially when
giving instructions to
others.‖
Epictetus, 50-120
Greek stoic philosopher
―Think like a wise man, but
communicate in the language
of people.‖
William Butler Yeats, 1865-1939
Relational
Conversations that are informational
institutional policies and procedures
graduation requirements
important dates and deadlines
programs of study
Drake, Hemwall & Stockwell (2009)
Faculty Advising Pocket Guide
Relational
Conversations about the student
core values
aptitudes/interests
strengths
areas for improvement (study skills, time
management, etc.)
involvement in extracurricular activities
Drake, Hemwall & Stockwell (2009)
Faculty Advising Pocket Guide
Relational
Conversations that are about the future—goal
setting and posing questions for reflection
What do you want your future to be (career and
personal life)?
What steps do you need to take to make this future
a reality?
How are these steps related to the academic goals of
our institution?
How are you changing as a result of your education?
Drake, Hemwall & Stockwell (2009)
Faculty Advising Pocket Guide
Relational
Questions fall into three categories
Involvement
• Draw students into the conversation: Why are you in
college?
Clarifying
• Follow-up questions to find out more
Continuing
• Questions that will help student expand on a point
Drake, Hemwall & Stockwell (2009)
Faculty Advising Pocket Guide
―The most important thing in
communication is hearing
what isn‘t said.‖
Peter F. Drucker
American management guru
―Treat people as if they were
what they should be, and you
help them become what they
are capable of becoming.‖
Johann von Goethe
Relational
Decision-making skills
Rapport building
Interview skills
Referral skills
One-on-One communication skills
Conceptual
Definition of advising
Relationship between advising and
student retention
Rights and responsibilities of both advisor
and advisee
Role of advising in student development
Student expectations of the advising
relationship
Resources
Scenes for Learning and Reflection:
An Academic Advising Professional Development DVD
DVD scenes:
Scene 1: Adult learner returning to college
Scene 2: Lack of progress
Scene 3: Upset transfer student
Scene 4: Advisor error
Scene 5: First-generation student
Scene 6: Student complaint
Scene 7: Student with personal issues
Scene 8: Advising a student athlete
Scene 9: Faculty advisor & FERPA privacy issues
Scene 10: Proactive parenting
Initial Training is Complete—
Now What?
• Lunch ‗n Learns/Brown Bag lunches
• Newsletters
• Web page
• Book clubs
• Weekly advising tips posted on
electronic bulletin board
• 1-2 hour workshops during staff
development days
Initial Training is Complete—
Now What?
• ―Refresher‖ training sessions for
―seasoned‖ advisors
• State, regional, and national
conferences
• Webcasts
• NACADA resources
Evaluating the Program
Should be considered at the beginning
of the planning process
Should be related to goals of the
training program
Can focus on
o a single session
o a single activity
o the entire experience
o participant satisfaction
o what participants learned
Recognition and Reward
Making advising important
Support from administration
Part of tenure and promotion
Use both intrinsic and
extrinsic motivators
Rewards that work
2008 Survey Results
Rewards & recognition important to faculty
Professional support (NACADA)
Promotion & tenure
Merit
Cash award
Secretarial support
Thank you letter/certificate
Awards reception
Preferential parking
Plaque
Drake, 2008 NACADA survey
Academic Advising: A comprehensive handbook (2008)
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