This series focuses on moving beyond the basics to help you prepare for meetings, engage with specific student groups, and coordinate interventions.

Lesson 1: Preparing for and Documenting a Student Interaction – Use Student Profiles, Success Markers, and Appointment Summary Reports to prepare and document effectively.

Lesson 2: Identifying Specific Student Populations – Utilize Advanced Search and Student Lists to segment and target students for support.

Lesson 3: Launching and Managing Campaigns – Learn how to plan, launch, and monitor campaigns such as appointments, progress reports, and enrollment.

Lesson 4: Coordinating End-to-End Early Alerts – Gain skills in issuing, tracking, and managing Alerts, Progress Reports, and Cases for timely interventions.