30 Days

You want to make sure the new advisor is completing key tasks during those first 30 days and starting to acclimate to their new position. Follow the steps below to ensure a smooth transition.

  • Attend the Undergraduate Advising Council meeting.
  • Review the Student Information Systems toolkits.
  • Meet with the supervisor regarding training schedule.
  • Meet with the training mentor regarding strategies, tips, and tools to be successful.
  • Complete mandatory training PVO100 and PRV802 (from part 1 of training plan) and meet with the Benefits Office.
  • Review Academic Advisor Support training (part 3 of training plan).
  • Attend Degree Audit training.
  • Shadow 1-2 Senior Academic Advisors to include meeting students and introduction to SalesForce.
  • Review department policies and procedures with Supervisor of PAA or Training Lead.
  • Review any additional policies and procedures.

First 30 Days Checklist Template

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