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Best Practices for Academic Advising: Utilizing Technology to Increase Efficiency Celeste Spier & Nicole Smith

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Page 1: Best Practices for Academic Advising: Utilizing Technology ... · for Academic Advising: Utilizing Technology to Increase Efficiency Celeste Spier & Nicole Smith. Poll • How many

Best Practices for Academic Advising Utilizing Technology to Increase Efficiency

Celeste Spier amp Nicole Smith

Pollbull How many use MyPLAN

bull How many use MyPLAN while working with the

student

bull How many enter MyPLAN notes at a later time

bull How many use the additional functions within

Microsoft Office 365 (such as tasks categories)

Microsoft Office 365bull How to integrate

1 Calendar

2 Tasks

3 Categories

4 Email

Email and Calendar

How to Use ldquoTasksrdquo Function

Task Options

Email and Tasks

Categoriesbull Can be used in Email Calendar and Tasks to

organize by topic

Templatesbull Email (DemoExample)

bull Advising Notes (DemoExample)

Shortcutsbull Control X = Cut

bull Control C = Copy

bull Control V = Paste

bull Control A = Select All

bull Control P = Print

Examples

Type email response gt Control A gt Control C gt Switch

to MyPlan gt Control V

Type notes in Word Document during appointment gt

Control A gt Control C gt Switch to MyPlan gt Control V

Office Setup- Courtesy of Megan Fries en CBA

Office Setup- Courtesy of Kayla Person- ENGR

Office Setup- Courtesy of Chris tina Fielder- ASC

Office Setup- Nicole Smith- FYE amp TP

Role Play bull Advisor Student Meeting

bull Thanks to Paul Breitkreutz and Joey Lynch

Sample MyPLAN Email

Small Group Discus s ionsbull What are some challenges you face in integrating

technology and advising

bull What are you currently using that is working well

bull How have you overcome the initial discomfort of

typing while the student is present

bull What are common emails that you are constantly

answering that you could create a template for

bull What is one thing you could implement within the

next week that could make your life easier

Large Group Discus s ions

copy2007 The Board of Regents of the University of Nebraska All rights reserved

Click to edit or add your credits

Page 2: Best Practices for Academic Advising: Utilizing Technology ... · for Academic Advising: Utilizing Technology to Increase Efficiency Celeste Spier & Nicole Smith. Poll • How many

Pollbull How many use MyPLAN

bull How many use MyPLAN while working with the

student

bull How many enter MyPLAN notes at a later time

bull How many use the additional functions within

Microsoft Office 365 (such as tasks categories)

Microsoft Office 365bull How to integrate

1 Calendar

2 Tasks

3 Categories

4 Email

Email and Calendar

How to Use ldquoTasksrdquo Function

Task Options

Email and Tasks

Categoriesbull Can be used in Email Calendar and Tasks to

organize by topic

Templatesbull Email (DemoExample)

bull Advising Notes (DemoExample)

Shortcutsbull Control X = Cut

bull Control C = Copy

bull Control V = Paste

bull Control A = Select All

bull Control P = Print

Examples

Type email response gt Control A gt Control C gt Switch

to MyPlan gt Control V

Type notes in Word Document during appointment gt

Control A gt Control C gt Switch to MyPlan gt Control V

Office Setup- Courtesy of Megan Fries en CBA

Office Setup- Courtesy of Kayla Person- ENGR

Office Setup- Courtesy of Chris tina Fielder- ASC

Office Setup- Nicole Smith- FYE amp TP

Role Play bull Advisor Student Meeting

bull Thanks to Paul Breitkreutz and Joey Lynch

Sample MyPLAN Email

Small Group Discus s ionsbull What are some challenges you face in integrating

technology and advising

bull What are you currently using that is working well

bull How have you overcome the initial discomfort of

typing while the student is present

bull What are common emails that you are constantly

answering that you could create a template for

bull What is one thing you could implement within the

next week that could make your life easier

Large Group Discus s ions

copy2007 The Board of Regents of the University of Nebraska All rights reserved

Click to edit or add your credits

Page 3: Best Practices for Academic Advising: Utilizing Technology ... · for Academic Advising: Utilizing Technology to Increase Efficiency Celeste Spier & Nicole Smith. Poll • How many

Microsoft Office 365bull How to integrate

1 Calendar

2 Tasks

3 Categories

4 Email

Email and Calendar

How to Use ldquoTasksrdquo Function

Task Options

Email and Tasks

Categoriesbull Can be used in Email Calendar and Tasks to

organize by topic

Templatesbull Email (DemoExample)

bull Advising Notes (DemoExample)

Shortcutsbull Control X = Cut

bull Control C = Copy

bull Control V = Paste

bull Control A = Select All

bull Control P = Print

Examples

Type email response gt Control A gt Control C gt Switch

to MyPlan gt Control V

Type notes in Word Document during appointment gt

Control A gt Control C gt Switch to MyPlan gt Control V

Office Setup- Courtesy of Megan Fries en CBA

Office Setup- Courtesy of Kayla Person- ENGR

Office Setup- Courtesy of Chris tina Fielder- ASC

Office Setup- Nicole Smith- FYE amp TP

Role Play bull Advisor Student Meeting

bull Thanks to Paul Breitkreutz and Joey Lynch

Sample MyPLAN Email

Small Group Discus s ionsbull What are some challenges you face in integrating

technology and advising

bull What are you currently using that is working well

bull How have you overcome the initial discomfort of

typing while the student is present

bull What are common emails that you are constantly

answering that you could create a template for

bull What is one thing you could implement within the

next week that could make your life easier

Large Group Discus s ions

copy2007 The Board of Regents of the University of Nebraska All rights reserved

Click to edit or add your credits

Page 4: Best Practices for Academic Advising: Utilizing Technology ... · for Academic Advising: Utilizing Technology to Increase Efficiency Celeste Spier & Nicole Smith. Poll • How many

Email and Calendar

How to Use ldquoTasksrdquo Function

Task Options

Email and Tasks

Categoriesbull Can be used in Email Calendar and Tasks to

organize by topic

Templatesbull Email (DemoExample)

bull Advising Notes (DemoExample)

Shortcutsbull Control X = Cut

bull Control C = Copy

bull Control V = Paste

bull Control A = Select All

bull Control P = Print

Examples

Type email response gt Control A gt Control C gt Switch

to MyPlan gt Control V

Type notes in Word Document during appointment gt

Control A gt Control C gt Switch to MyPlan gt Control V

Office Setup- Courtesy of Megan Fries en CBA

Office Setup- Courtesy of Kayla Person- ENGR

Office Setup- Courtesy of Chris tina Fielder- ASC

Office Setup- Nicole Smith- FYE amp TP

Role Play bull Advisor Student Meeting

bull Thanks to Paul Breitkreutz and Joey Lynch

Sample MyPLAN Email

Small Group Discus s ionsbull What are some challenges you face in integrating

technology and advising

bull What are you currently using that is working well

bull How have you overcome the initial discomfort of

typing while the student is present

bull What are common emails that you are constantly

answering that you could create a template for

bull What is one thing you could implement within the

next week that could make your life easier

Large Group Discus s ions

copy2007 The Board of Regents of the University of Nebraska All rights reserved

Click to edit or add your credits

Page 5: Best Practices for Academic Advising: Utilizing Technology ... · for Academic Advising: Utilizing Technology to Increase Efficiency Celeste Spier & Nicole Smith. Poll • How many

How to Use ldquoTasksrdquo Function

Task Options

Email and Tasks

Categoriesbull Can be used in Email Calendar and Tasks to

organize by topic

Templatesbull Email (DemoExample)

bull Advising Notes (DemoExample)

Shortcutsbull Control X = Cut

bull Control C = Copy

bull Control V = Paste

bull Control A = Select All

bull Control P = Print

Examples

Type email response gt Control A gt Control C gt Switch

to MyPlan gt Control V

Type notes in Word Document during appointment gt

Control A gt Control C gt Switch to MyPlan gt Control V

Office Setup- Courtesy of Megan Fries en CBA

Office Setup- Courtesy of Kayla Person- ENGR

Office Setup- Courtesy of Chris tina Fielder- ASC

Office Setup- Nicole Smith- FYE amp TP

Role Play bull Advisor Student Meeting

bull Thanks to Paul Breitkreutz and Joey Lynch

Sample MyPLAN Email

Small Group Discus s ionsbull What are some challenges you face in integrating

technology and advising

bull What are you currently using that is working well

bull How have you overcome the initial discomfort of

typing while the student is present

bull What are common emails that you are constantly

answering that you could create a template for

bull What is one thing you could implement within the

next week that could make your life easier

Large Group Discus s ions

copy2007 The Board of Regents of the University of Nebraska All rights reserved

Click to edit or add your credits

Page 6: Best Practices for Academic Advising: Utilizing Technology ... · for Academic Advising: Utilizing Technology to Increase Efficiency Celeste Spier & Nicole Smith. Poll • How many

Task Options

Email and Tasks

Categoriesbull Can be used in Email Calendar and Tasks to

organize by topic

Templatesbull Email (DemoExample)

bull Advising Notes (DemoExample)

Shortcutsbull Control X = Cut

bull Control C = Copy

bull Control V = Paste

bull Control A = Select All

bull Control P = Print

Examples

Type email response gt Control A gt Control C gt Switch

to MyPlan gt Control V

Type notes in Word Document during appointment gt

Control A gt Control C gt Switch to MyPlan gt Control V

Office Setup- Courtesy of Megan Fries en CBA

Office Setup- Courtesy of Kayla Person- ENGR

Office Setup- Courtesy of Chris tina Fielder- ASC

Office Setup- Nicole Smith- FYE amp TP

Role Play bull Advisor Student Meeting

bull Thanks to Paul Breitkreutz and Joey Lynch

Sample MyPLAN Email

Small Group Discus s ionsbull What are some challenges you face in integrating

technology and advising

bull What are you currently using that is working well

bull How have you overcome the initial discomfort of

typing while the student is present

bull What are common emails that you are constantly

answering that you could create a template for

bull What is one thing you could implement within the

next week that could make your life easier

Large Group Discus s ions

copy2007 The Board of Regents of the University of Nebraska All rights reserved

Click to edit or add your credits

Page 7: Best Practices for Academic Advising: Utilizing Technology ... · for Academic Advising: Utilizing Technology to Increase Efficiency Celeste Spier & Nicole Smith. Poll • How many

Email and Tasks

Categoriesbull Can be used in Email Calendar and Tasks to

organize by topic

Templatesbull Email (DemoExample)

bull Advising Notes (DemoExample)

Shortcutsbull Control X = Cut

bull Control C = Copy

bull Control V = Paste

bull Control A = Select All

bull Control P = Print

Examples

Type email response gt Control A gt Control C gt Switch

to MyPlan gt Control V

Type notes in Word Document during appointment gt

Control A gt Control C gt Switch to MyPlan gt Control V

Office Setup- Courtesy of Megan Fries en CBA

Office Setup- Courtesy of Kayla Person- ENGR

Office Setup- Courtesy of Chris tina Fielder- ASC

Office Setup- Nicole Smith- FYE amp TP

Role Play bull Advisor Student Meeting

bull Thanks to Paul Breitkreutz and Joey Lynch

Sample MyPLAN Email

Small Group Discus s ionsbull What are some challenges you face in integrating

technology and advising

bull What are you currently using that is working well

bull How have you overcome the initial discomfort of

typing while the student is present

bull What are common emails that you are constantly

answering that you could create a template for

bull What is one thing you could implement within the

next week that could make your life easier

Large Group Discus s ions

copy2007 The Board of Regents of the University of Nebraska All rights reserved

Click to edit or add your credits

Page 8: Best Practices for Academic Advising: Utilizing Technology ... · for Academic Advising: Utilizing Technology to Increase Efficiency Celeste Spier & Nicole Smith. Poll • How many

Categoriesbull Can be used in Email Calendar and Tasks to

organize by topic

Templatesbull Email (DemoExample)

bull Advising Notes (DemoExample)

Shortcutsbull Control X = Cut

bull Control C = Copy

bull Control V = Paste

bull Control A = Select All

bull Control P = Print

Examples

Type email response gt Control A gt Control C gt Switch

to MyPlan gt Control V

Type notes in Word Document during appointment gt

Control A gt Control C gt Switch to MyPlan gt Control V

Office Setup- Courtesy of Megan Fries en CBA

Office Setup- Courtesy of Kayla Person- ENGR

Office Setup- Courtesy of Chris tina Fielder- ASC

Office Setup- Nicole Smith- FYE amp TP

Role Play bull Advisor Student Meeting

bull Thanks to Paul Breitkreutz and Joey Lynch

Sample MyPLAN Email

Small Group Discus s ionsbull What are some challenges you face in integrating

technology and advising

bull What are you currently using that is working well

bull How have you overcome the initial discomfort of

typing while the student is present

bull What are common emails that you are constantly

answering that you could create a template for

bull What is one thing you could implement within the

next week that could make your life easier

Large Group Discus s ions

copy2007 The Board of Regents of the University of Nebraska All rights reserved

Click to edit or add your credits

Page 9: Best Practices for Academic Advising: Utilizing Technology ... · for Academic Advising: Utilizing Technology to Increase Efficiency Celeste Spier & Nicole Smith. Poll • How many

Templatesbull Email (DemoExample)

bull Advising Notes (DemoExample)

Shortcutsbull Control X = Cut

bull Control C = Copy

bull Control V = Paste

bull Control A = Select All

bull Control P = Print

Examples

Type email response gt Control A gt Control C gt Switch

to MyPlan gt Control V

Type notes in Word Document during appointment gt

Control A gt Control C gt Switch to MyPlan gt Control V

Office Setup- Courtesy of Megan Fries en CBA

Office Setup- Courtesy of Kayla Person- ENGR

Office Setup- Courtesy of Chris tina Fielder- ASC

Office Setup- Nicole Smith- FYE amp TP

Role Play bull Advisor Student Meeting

bull Thanks to Paul Breitkreutz and Joey Lynch

Sample MyPLAN Email

Small Group Discus s ionsbull What are some challenges you face in integrating

technology and advising

bull What are you currently using that is working well

bull How have you overcome the initial discomfort of

typing while the student is present

bull What are common emails that you are constantly

answering that you could create a template for

bull What is one thing you could implement within the

next week that could make your life easier

Large Group Discus s ions

copy2007 The Board of Regents of the University of Nebraska All rights reserved

Click to edit or add your credits

Page 10: Best Practices for Academic Advising: Utilizing Technology ... · for Academic Advising: Utilizing Technology to Increase Efficiency Celeste Spier & Nicole Smith. Poll • How many

Shortcutsbull Control X = Cut

bull Control C = Copy

bull Control V = Paste

bull Control A = Select All

bull Control P = Print

Examples

Type email response gt Control A gt Control C gt Switch

to MyPlan gt Control V

Type notes in Word Document during appointment gt

Control A gt Control C gt Switch to MyPlan gt Control V

Office Setup- Courtesy of Megan Fries en CBA

Office Setup- Courtesy of Kayla Person- ENGR

Office Setup- Courtesy of Chris tina Fielder- ASC

Office Setup- Nicole Smith- FYE amp TP

Role Play bull Advisor Student Meeting

bull Thanks to Paul Breitkreutz and Joey Lynch

Sample MyPLAN Email

Small Group Discus s ionsbull What are some challenges you face in integrating

technology and advising

bull What are you currently using that is working well

bull How have you overcome the initial discomfort of

typing while the student is present

bull What are common emails that you are constantly

answering that you could create a template for

bull What is one thing you could implement within the

next week that could make your life easier

Large Group Discus s ions

copy2007 The Board of Regents of the University of Nebraska All rights reserved

Click to edit or add your credits

Page 11: Best Practices for Academic Advising: Utilizing Technology ... · for Academic Advising: Utilizing Technology to Increase Efficiency Celeste Spier & Nicole Smith. Poll • How many

Office Setup- Courtesy of Megan Fries en CBA

Office Setup- Courtesy of Kayla Person- ENGR

Office Setup- Courtesy of Chris tina Fielder- ASC

Office Setup- Nicole Smith- FYE amp TP

Role Play bull Advisor Student Meeting

bull Thanks to Paul Breitkreutz and Joey Lynch

Sample MyPLAN Email

Small Group Discus s ionsbull What are some challenges you face in integrating

technology and advising

bull What are you currently using that is working well

bull How have you overcome the initial discomfort of

typing while the student is present

bull What are common emails that you are constantly

answering that you could create a template for

bull What is one thing you could implement within the

next week that could make your life easier

Large Group Discus s ions

copy2007 The Board of Regents of the University of Nebraska All rights reserved

Click to edit or add your credits

Page 12: Best Practices for Academic Advising: Utilizing Technology ... · for Academic Advising: Utilizing Technology to Increase Efficiency Celeste Spier & Nicole Smith. Poll • How many

Office Setup- Courtesy of Kayla Person- ENGR

Office Setup- Courtesy of Chris tina Fielder- ASC

Office Setup- Nicole Smith- FYE amp TP

Role Play bull Advisor Student Meeting

bull Thanks to Paul Breitkreutz and Joey Lynch

Sample MyPLAN Email

Small Group Discus s ionsbull What are some challenges you face in integrating

technology and advising

bull What are you currently using that is working well

bull How have you overcome the initial discomfort of

typing while the student is present

bull What are common emails that you are constantly

answering that you could create a template for

bull What is one thing you could implement within the

next week that could make your life easier

Large Group Discus s ions

copy2007 The Board of Regents of the University of Nebraska All rights reserved

Click to edit or add your credits

Page 13: Best Practices for Academic Advising: Utilizing Technology ... · for Academic Advising: Utilizing Technology to Increase Efficiency Celeste Spier & Nicole Smith. Poll • How many

Office Setup- Courtesy of Chris tina Fielder- ASC

Office Setup- Nicole Smith- FYE amp TP

Role Play bull Advisor Student Meeting

bull Thanks to Paul Breitkreutz and Joey Lynch

Sample MyPLAN Email

Small Group Discus s ionsbull What are some challenges you face in integrating

technology and advising

bull What are you currently using that is working well

bull How have you overcome the initial discomfort of

typing while the student is present

bull What are common emails that you are constantly

answering that you could create a template for

bull What is one thing you could implement within the

next week that could make your life easier

Large Group Discus s ions

copy2007 The Board of Regents of the University of Nebraska All rights reserved

Click to edit or add your credits

Page 14: Best Practices for Academic Advising: Utilizing Technology ... · for Academic Advising: Utilizing Technology to Increase Efficiency Celeste Spier & Nicole Smith. Poll • How many

Office Setup- Nicole Smith- FYE amp TP

Role Play bull Advisor Student Meeting

bull Thanks to Paul Breitkreutz and Joey Lynch

Sample MyPLAN Email

Small Group Discus s ionsbull What are some challenges you face in integrating

technology and advising

bull What are you currently using that is working well

bull How have you overcome the initial discomfort of

typing while the student is present

bull What are common emails that you are constantly

answering that you could create a template for

bull What is one thing you could implement within the

next week that could make your life easier

Large Group Discus s ions

copy2007 The Board of Regents of the University of Nebraska All rights reserved

Click to edit or add your credits

Page 15: Best Practices for Academic Advising: Utilizing Technology ... · for Academic Advising: Utilizing Technology to Increase Efficiency Celeste Spier & Nicole Smith. Poll • How many

Role Play bull Advisor Student Meeting

bull Thanks to Paul Breitkreutz and Joey Lynch

Sample MyPLAN Email

Small Group Discus s ionsbull What are some challenges you face in integrating

technology and advising

bull What are you currently using that is working well

bull How have you overcome the initial discomfort of

typing while the student is present

bull What are common emails that you are constantly

answering that you could create a template for

bull What is one thing you could implement within the

next week that could make your life easier

Large Group Discus s ions

copy2007 The Board of Regents of the University of Nebraska All rights reserved

Click to edit or add your credits

Page 16: Best Practices for Academic Advising: Utilizing Technology ... · for Academic Advising: Utilizing Technology to Increase Efficiency Celeste Spier & Nicole Smith. Poll • How many

Sample MyPLAN Email

Small Group Discus s ionsbull What are some challenges you face in integrating

technology and advising

bull What are you currently using that is working well

bull How have you overcome the initial discomfort of

typing while the student is present

bull What are common emails that you are constantly

answering that you could create a template for

bull What is one thing you could implement within the

next week that could make your life easier

Large Group Discus s ions

copy2007 The Board of Regents of the University of Nebraska All rights reserved

Click to edit or add your credits

Page 17: Best Practices for Academic Advising: Utilizing Technology ... · for Academic Advising: Utilizing Technology to Increase Efficiency Celeste Spier & Nicole Smith. Poll • How many

Small Group Discus s ionsbull What are some challenges you face in integrating

technology and advising

bull What are you currently using that is working well

bull How have you overcome the initial discomfort of

typing while the student is present

bull What are common emails that you are constantly

answering that you could create a template for

bull What is one thing you could implement within the

next week that could make your life easier

Large Group Discus s ions

copy2007 The Board of Regents of the University of Nebraska All rights reserved

Click to edit or add your credits

Page 18: Best Practices for Academic Advising: Utilizing Technology ... · for Academic Advising: Utilizing Technology to Increase Efficiency Celeste Spier & Nicole Smith. Poll • How many

Large Group Discus s ions

copy2007 The Board of Regents of the University of Nebraska All rights reserved

Click to edit or add your credits

Page 19: Best Practices for Academic Advising: Utilizing Technology ... · for Academic Advising: Utilizing Technology to Increase Efficiency Celeste Spier & Nicole Smith. Poll • How many

copy2007 The Board of Regents of the University of Nebraska All rights reserved

Click to edit or add your credits