1. A Year at a Glance New Transfer Center Directors Training
December 2018
Amy Merkel
Santa Rosa Junior College

2. Congratulations! You’ve been named Transfer Center Director . . .

3. Now What?!?!?!

4. Try to Relax & Start with a Foundation
Chancellor’s Office “Getting Started” Website
Ed Code and Specifically Title 5
Link is under Compliance Requirements on Chancellor’s Office Website
See required services
Transfer Center Recommended Guidelines
See page 10 for Functions
Recent Legislation, such as:
ADT – SB 1440, SB 440
Student Success Act: Matric/Assessment – AB 705
Student Equity – SB 860
California Promise – AB 19
Baccalaureate Degree Pilot Program – SB 769

5. Based on the Foundation . . . Build Your Calendar of Events and To Do List
Transfer General’s Warning:
Your yearly events may vary based on campus size, scope of Transfer Center, regional demands, internal and external factors, your personal discretion, and your sanity level.

6. July It’s just the beginning!
CSU GE/IGETC Certification for Fall Admits
Develop yearly calendar
Schedule facilities and create marketing materials
Workshops
Transfer Day
Majors Fair
Update Website
TAG info
Check links
Start working on TC Annual Report
Offer UC Application Review Sessions

7. August Fall is here! Begin scheduling university rep visits
Send letter to college fair attendees
Solicit donations for raffle
University reps
Local business
College events
Transfer Workshops
Offer Application Review Sessions
Plan new workshops for the year
Update materials for ongoing workshops
Organize Field Trips

8. September AKA TAG and Conference month!
Participate in CSU and UC Webinars
Facilitate Workshops
Transfer 101
TAG
Application
Insight Questions
Continue to work on TC Annual Report
ADT e-verification for Spring transfers
Begin TAG reviews for UCD and UCI
Transfer Day (could be anytime in Fall)

9. October Time to Apply! Due Dates Workshops Field Trips
Oct 15th - TAG reviews
Oct 31st – TC Annual Report
Workshops
Application Review
Insight Questions
Field Trips
Send invite for Transfer Advisory Committee Meeting
Advertise FAFSA is open
Regional TCD Meeting (will occur sometime during Fall)

10. November Prepare to lose your sanity or at least a few brain cells!
Workshops
Application Review
Insight Questions
Even with workshops, students will make appointments for 1:1 help
Field Trip
Workshops for Spring
Topics
Dates
Facilities

11. December Dig out and recover!
Hold Transfer Center Advisory Committee Meeting
Offer Common Application/Private/OOS App Workshops
Schedule university reps Spring visits
Review budget
Where are you?
How much do you have left?
Can you purchase anything extra this year?
Get to all the stuff you put aside during the hectic fall months

12. January Spring planning, updates and data!
Develop/Review Spring calendar
Begin preparations for Year End Transfer Event
Schedule Spring campus tours
Reserve tour through admissions and any other speakers
Book bus
Recruit for chaperones
Application Updates
UC and UCB
CSU Supplemental
Invites to Spring College Fair/Majors Fair
Receive UC data for Fall applicants

13. February Show me the Money!
Financial Aid/Scholarship Workshops
Attend TCD Regional Meeting (sometime in Spring)
Communicate with UC applicants via data
ADT e-verification

14. March Next Steps! Send invites for Transfer Advisory Committee Meeting
Next Step Workshops
Conduct In-reach Through
Class Visits
Campus Events
Seniors Day
Open House
Transfer Check-up
Work on Program Review
Attend/Present at WACAC ~ Share, Connect, Learn Workshop
Attend new TCD Summit

15. April Time to celebrate . . . Or not!
Next steps for admissions or appealing
Schedule rep visits for Summer
Next Step Workshop
Continue planning for End of the Year Celebration
Begin planning for Summer Workshops
What will you offer?
Reserve facilities
Complete Program Review (could be due April – June)

16. May Decisions, decisions!
Transfer Achievement Celebration
UC ETS Conference
Transfer Advisory Committee Meeting
Hold meeting to plan field trips for next year
Assist students with . . .
Appealing admissions decision (or offer workshop)
Deciding between campuses
Deciphering Fin Aid Offer
Graduation (May/June)

17. June You made it! WACAC Conference
Begin planning for next academic year
Write any necessary reports/requests
Student Equity
Funding from various sources
Board Report
CSU GE/IGETC Certifications