Excellence in Academic Advising
Process Overview


Overview of the Multi-Year EAA Process: 
Phases and Milestones 

Phase I Phase II Phase III

Analyze & Plan 

Implement & Assess 

Analyze & Refine 


Create Implementation Plan

Implement Refined Plan/Next


Implement First Initiatives

Update Inventory


Update Inventory

Re-Administer Survey

Analysis/Key Performance

(Possibly) Re-Administer

Evaluate Implementations

Campus Visit & Retreat

Embed Plan in Strategic

Revise Plan as Needed
Institutionalize Plan


Evaluate Implementations



Revise Plan


EAA is a multi-year process that begins with Analyze and Plan (Phase One) and continues with Implement and Assess (Phase Two). During Phase Three and beyond, institutions that have fully engaged in the process will be poised to use their assessment of outcomes in Phase Two to analyze and refine in Phase Three. The EAA process provides faculty, administrators, and staff the framework and tools to plan fully, implement, and refine based on the evidence collected.  

Phase 1:   Analyze and Plan 
The EAA process begins with Analyze and Plan in Phase 1 and involves using the processes and tools provided to engage faculty, administrators, staff, and students in an institutional comprehensive self-study. In this process they gather and analyze data as well as other forms of evidence and engage in campus-wide discussions on academic advising based on the nine Conditions of Excellence. Through this collaborative process, institutions identify a set of recommendations using the findings from the self-study as the basis for an action plan for change.  

Phase 2:   Implement and Assess 
In this phase of the process, institutions will initiate strategies to act upon the findings and recommendations, assess outcomes, and ensure alignment with institutional priorities for the student experience.  

Phase 3 and Beyond:   Analyze and Refine 
Institutions that fully engage in the EAA process should enter the third phase having developed a systematic and systemic approach to academic advising change management. The tools and processes developed may then be continuously refined in future years. Some institutions may elect to continue to work with the EAA Process during phase 3 or beyond; this would be separately contracted with EAA.