1. Successful Advising Transitions
OTC Conference Spring 2017
Mary Mosca
Nate Parsell

2. Past Process
Transfer students could register with assistance from admission counselor, or they on their own
They had their own orientation program
Numbers grew
Reevaluate how to successfully transition transfer students to Otterbein

3. Moving forward Keep personalization
Allow students to learn to read degree audit/ registration/ advising
Provide faculty with information on their transfer advisee
Simple but provide inclusion to campus

4. The Registration Process
Method
Tools
Outreach
Collaboration
Registration

5. The Registration Method
Designed to be pared down and hands on
Collaborative and personal
Ongoing
Informative
Transitional

6. Our Tools for Transfer Registration
The Survey
Registration Progress Tracking
Student Information Software

7. The Survey Traditional 1st Year Survey Transfer Survey
Max. of 60 questions/42 pages
Gathers in-depth information
Collects CC+/AP information
Designed to prepare student for orientation
For those unfamiliar with college
Max. of 33 questions/15 pages
Gathers basic information
Collects recent academic information
Establishes method/next steps for registration
For those familiar with college

8. Registration Progress Tracking
Central spreadsheet shared digitally (Google Sheets/Microsoft Excel 365)
Added to sheet in paid status
Feeds survey
Tracks contact, survey submission, transcript processing, registration

9. Outreach Welcome email Survey Conversation scheduling email
Phone consultation
As-needed follow up

10. Collaborative effort Students speak 1-on-1 with an Adviser
Choose course times, seminar type, credits taken
Available before, during, and after the registration process for questions and concerns
Degree progress audit and general coursework/general education overview
Prep for orientation

11. Registration Process – prior to consultation
Depending upon major, await final transcript processing
Determine from survey an available time for the consultation
Identify and narrow options for course choices

12. Registration Process – during consultation
Explain registration process to this point
Explain transfer credit and application
Explain General Education/Major/Minor requirements
Explain options available to the student, including time options
Ask student to make decisions on course options
Explain orientation
Field questions throughout, leave time at the end for questions

13. Registration Process – after consultation
Input the courses
Follow up on any questions
Adjust the schedule (if necessary) after final transcript is processed

14. Results Eliminate schedule corrections Driving Retention
Curriculum Mapping and Guidance

15. Questions? Mary Mosca mmosca@otterbein.edu 614-823-1500
Nate Parsell