How to Proactively Manage Your Student Caseload

Advising best practices and tips from 550+ Navigate schools

  • Proactive Caseload Management allows advisors to support students holistically with a focus on achieving long-term goals and solving problems before they escalate. In particular, advisors rely on this approach to manage their assigned caseloads in an efficient and strategic way.

  • Download Navigate’s newest resource to learn about the five-step framework advisors can leverage to manage their caseloads and help students succeed.

  • This toolkit will help advisors more effectively:

    • Identify and prioritize students in need of support
    • Pinpoint critical times for outreach and intervention
    • Send customized messages, track responses, and follow up
    • Close the loop and monitor student outcomes

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