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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