A Proactive Advising Approach: Using Data to Increase Success while Lowering Stress

January 22, 2025 - 1:00 PM

Advising is widely recognized as a key contributor to student success, retention, and improved graduation rates. Because of this, advisors are constantly called upon to do more to support their students. In this session, we will discuss how our business school developed a data driven proactive advising model and reprioritized advisors' time to best support students and maximize advisor impact without overwhelming advisors, and increased graduation rates by nearly 20% along the way. We will outline the steps we took to create a proactive model including identifying key success milestones, development of a four-semester model of required advising, leveraging technology to establish a caseload management system, and establishing clear timelines for interventions. Attendees will learn about the proactive advising model we have created, see technology examples, and will gain access to resources and templates they can use to develop a plan for proactive advising on their campus.

What You'll Learn:

- Gain insight into how proactive advising strategies can improve student outcomes and the advisor experience
- Understand the components of an effective required advising model
- Learn how to incorporate data and technology to meet advising program goals and provide personalized advising help at scale
- Discover how to reframe team mindset during times of change

Webinar Presenters

Bree Orozco
Bree Orozco is a higher education professional with over 16 years of experience in student services and academic advising. As the Director of Undergraduate Student Services at the Leeds School of Business, University of Colorado Boulder, Bree leads a team dedicated to improving student success, retention, and on-time graduation through proactive outreach and data-driven strategies. Bree has a depth of experience in first year student success, peer advising programs, advising operations, and technology systems including Salesforce. A strong advocate for students and trusted resource for staff, Bree is also a recipient of the 2023 Staff Excellence Award at CU Boulder.
Kelli Stevens
Kelli Stevens has over 25 years of experience in academic advising and undergraduate student success. She has led many transformative initiatives focused increasing retention and graduation rates at the University of Colorado Leeds School of Business. Kelli excels in strategic planning, program development, and creating data-driven approaches that support student achievement. She is dedicated to fostering diversity, equity, and inclusion, ensuring that each student has the tools and support needed to thrive academically and personally. Kelli holds a Master of Arts in Educational Psychology from the University of Colorado Denver and a BA in Psychology from the University of Michigan. She has been a presenter at the NACADA national conference in 2022 and 2023 and was a 2023 NACADA Certificate of Merit recipient in the Advising Administrator category.

Core Competencies Addressed

Academic Advising Core Competencies that will be addressed in this presentation include:

Academic advising approaches and strategies.
Information technology applicable to relevant advising roles.
Engage in on-going assessment and development of the advising practice.

Register by Mail/Fax

Individuals using checks or purchase orders for payment must use this Registration Form.

Please complete the form, print it, and mail or fax to the Executive Office. Registrations will be processed in the order they are received. Once processing is complete, you will receive via email a receipt or invoice for the event.
The completed form and a check or approved PO must be received by the Executive Office at least two working days prior to the event. If the event should reach capacity before your registration can be processed, your check or PO will be returned to you.
Note: For your financial safety, we can NOT accept registrations with a credit card via email.

Transfer/Refund Policy

If you find after registering that you are not able to attend the broadcast, you may:

- Choose to simply remain registered and view the streamable recording of the event from the link that will be provided and available for 30 days following the event.

- Transfer your registration to another individual from your institution. (If this person is not a current NACADA member, they will either be asked to become a member or pay the non-member fee.)

- Up to 30 days prior to the webinar: Request a refund of paid registration fees (less $25) in writing.

- 29 to 8 days prior to the webinar: Request a refund off paid registration fees (less 50%) in writing.

- Due to service provider obligations, refund requests can not be accepted less than 8 days before the event. Internal campus substitutions can be made up to 3 days before the broadcast.

- In the unlikely event the broadcast is cancelled, registration fees will be returned.

Pricing

NACADA Members:

Before/on December 23 - $175
After/on December 24 - $200

Non-Members:

Before/on December 23 - $325
After/on December 24 - $350

Registration closes January 20, 2025