Texas A&M Advisor Training and Engagement Dawn Coleman-Glenn Training Specialist

Overview: Training Specialist Position 3-Day Structured Orientation 5-Day New Advisor Training Course Team Training Manuals Weekly Staff Training Employee Engagement Future Training Concepts

Training Specialist Position Specialist Background Uniqueness Summer/Staff Peak Assistance

3-Day Structured Orientation New Employee Manual for Orientation (NEMO) Training Specialist Creates 3 Day Schedule Day 1: Meets with HR, Transportation, ID Card Services, Starts Online Training, Extended Lunch with Supervisor Days 2-3: New Employee Meets with all Directors and Specialists Director Structure within Texas A&M Scholarships & Financial Aid Example: Team Advising, Team Processing & Team Veterans

Red= Assistant Vice President Orange= Directors Green= Associate Directors Blue= Assistant Directors

3-Day Structured Orientation Example:

Poll: How many have a similar process involving a meet and greet orientation for new advisors? Care to share?

5-Day New Advisor Training Course Held Monthly For New Hires ONLY Removed Learning Environment Application Throughout Personal Favorite of Training Specialist

5-Day New Advisor Training Course Agenda Introduction Pre-Test Module 1: Office Policies and Procedures Purpose of Financial Aid Administrators Scholarships & Financial Aid Teams Customer Service Policies Challenging People Confidentiality FERPA Compliance Code of Conduct Audits DAY 2 Module 2: Apply for Financial Aid Financial Aid Process Overview Apply for Financial Aid FAFSA TASFA ISFAA Blinn Team

5-Day New Advisor Training Course Agenda Module 3: Verify Information Verification Verification Groups Document Submission Data Retrieval Tool Marital and Tax Filing Status DAY 3 Module 4: Determine Financial Aid Eligibility Determining Financial Need Federal Methodology EFC Hand Calculation Financial Aid Programs Annual Direct Loan Limits Scholarships Professional Judgement

5-Day New Advisor Training Course Agenda Module 5: Package Financial Aid Packaging Overview Packaging Parameters Award Letters Over Awards DAY 5 Module 6: Student Maintains Eligibility Satisfactory Academic Progress Course Program of Study (CPOS) Return of Title IV aid and Beginning Attendance Compass (Banner 9) Review Post Test Course Evaluations

Poll: How many have a similar program involving a Financial Aid Overview Course for New Advisors? Care to share?

Team Training Manuals Developed by Training Specialist and Team Assistant Director 10 Days following New Advisor Training Course Includes Formal Observations and Tasks Relevant to Individual Positions

Example:

Weekly Staff Training TS Coordinates Topics with Staff TS is Facilitator and Occasionally Presents Allows SMEs (Subject Matter Experts) opportunity to train staff on their area of responsibility Occasional Team Building/Self Reflection Exercises (Staff Favorite)

Poll: How many have a similar process involving office Staff Trainings? If so, how often Care to share?

Employee Engagement Facilitate and Review Staff Climate Surveys Use data to accurately develop training material for all staff or individual teams Spirit Committee Allows staff become comfortable with the Training Specialist and their peers Promotes comradery among staff

Future Training Concepts Master Training Plan Upgrading Technology Adding Veteran’s Service Office Training to New Advisor Training Course Talk about MTP- Now after working through peak, discuss MTP for the department and how it will be developed with help from SME’s. The plan start with collecting task data from each position within the department. Showing transparent career paths for each position. Will consist of a master task list with full completion of each staff members position within 6-12 months. Each task will be literally signed off by the trainer and the trainer’s trainer, AKA a certifier

Conclusion Training Specialist Position 3-Day Structured Orientation 5-Day New Advisor Training Course Team Training Manuals Weekly Staff Training Employee Engagement Future Training Concepts

Questions?