Operationalizing Proactive Advising Practices

Wednesday, October 27 | 1:15PM–2:00PM ET
Viewing Location: Online
Session Type: Industry Led
Delivery Format: Presentation/Panel Session

Student success advisors (informally known as “Navigators”) at Case Western Reserve University play a pivotal role in guiding and supporting students through a successful undergraduate experience, including, but not limited to, the academic realm. One key task of Navigators is proactive outreach to students who may be academically struggling during the semester; this could be indicated by flags from individual faculty or unsatisfactory midterm grades posted in the student information system. Join us to learn how CWRU has leveraged features in Advisor Link (dashboard, alerts, chatter, emails) to design an efficient operational workflow that promotes information sharing and documentation, data-driven student outreach, and a collaborative approach to student success and support. In addition to sharing data on the success of this process thus far, presenters will discuss anticipated upgrades and next steps, such as the use of forms for streamlined communication between faculty and Navigators.


  • Navneet Johal

    Director, Salesforce
  • Dorien Langezaal

    Associate Director, Student Advancement, Case Western Reserve University
  • Michael Mason

    Director of Student Advancement, Case Western Reserve University