Task Bank
Advising Task Bank
In November 2011, the advising community of Purdue University West Lafayette, at the behest of the Vice Provost for Undergraduate Academic Affairs, began meeting to discuss emerging roles of advisors on campus to foster student success. The committee included faculty advisors, professional advisors, head advisors and advisors without supervisory roles, all working together to shape the advising across the West Lafayette campus.
The committee's charge included:
- Documentation of the emerging roles of the faculty advisor, professional advisor and advising support staff.
- Creating a standard job description, minimum qualification and career ladder progression within each role.
- Proposal of a model for centralized coordination of advising standards, training/development and ongoing continuous improvement initiatives.
Adopted in the fall of 2013, the information includes position descriptions for all professional advising roles and the units involved in reviewing the process, hiring new positions, and updating positions. This information is provided by the Office of the Director of University Undergraduate Academic Advising.
Responsible Units
Here is information about the units involved in reviewing the task bank process, hiring new positions and updating positions.
Academic Advising Office
- Review organizational/departmental structure.
- Prepare and/or update individual or standard position descriptions.
- Review with department head and/or dean the organizational structure, if there are changes, and appropriate fiscal matters related to the position.
Department Head/Dean/Director of Financial Affairs
- Approve college/department organizational structure, if changes are proposed, and funding related to the position.
- Communicate to the Business Office any approved changes.
Human Resources
- Provide assistance in preparation of position-specific descriptions.
- Review and classify position descriptions. Provide copies of descriptions to the supervisor and the unit's business office.
- Serve as resource for technical expertise for Academic Advisor Task Bank.
- Provide salary range data for academic advisor positions and assist with any compensation review.
- Serve as a resource for the Business Office in relation to academic advising positions.
Using the Task Bank
Here you will find instructions for consistent use of the academic advisor task bank.
- Rationale and Link to Organizational Goals
We want to ensure that every Purdue student receives high-quality academic advising regardless of their college, school or department and throughout their entire time at Purdue. Maintaining consistency with position descriptions is one way of ensuring this occurs.
The task bank supports a career ladder structure, thus allowing advisors to have the ability to grow professionally. The career ladder supports the development of advisors who are invested in their position within a college, school or department and allows advisors to become a valuable addition to the concerted effort of developing a successful student within that unit. In addition, it fosters creation of seasoned advisors in a discipline that adds exponentially to a college's, school's or department's support of student success.
The ultimate goal is for academic advising positions to impact student retention and graduation.
- Process for College/Business Office Review
The head advisor will create or update the position description and forward it to the department head/director/dean for review and approval. The Business Office will review the position description form to ensure the supervisor and department head/director/dean approvals have been obtained. If an existing position is being updated, the Business Office confirms continued funding is available. If a new position is being created, the Business Office will validate that funds to support the position are available. Once all signatures are obtained, the Business Office forwards the position description to HR/Compensation.
- Process for Position Description Review
HR/Compensation finalizes the classification of the position based on task bank criteria. Based on position level (academic advisor, senior academic advisor, assistant/associate director and director), compensation assigns a salary range for the position and communicates the range to the supervisor and the Business Office. HR/Compensation will return a finalized copy of the position description to the supervisor and the Business Office.
Minimum Qualifications
Standardized minimum qualifications have been established for advising positions and are detailed below.
Academic Advisor
- Must have an earned graduate or professional degree in a field relevant to the position or must possess an appropriate combination of educational credentials and related work experience.
- One year of relevant work experience required. Experience with student advising preferred.
- Excellent communication and interpersonal skills required. Must be able to collaborate with faculty, staff, students and parents.
- Basic skills in Outlook, Word, Excel and PowerPoint required.
- Knowledge of programs and majors at Purdue University preferred.
Senior Academic Advisor
- Must have an earned graduate or professional degree in a field relevant to the position or must possess an appropriate combination of educational credentials and related work experience.
- Three years of academic advising or student services experience required.
- Excellent communication and interpersonal skills required. Must be able to collaborate with faculty, staff, students and parents.
- Knowledge of academic advising required. Demonstrated ability to interpret and administer academic policy as necessary.
- Must have excellent organizational skills, ability to multi-task and establish priorities, and resolve conflict.
- Basic skills in Outlook, Word, Excel and PowerPoint required.
- Knowledge of programs and majors at Purdue University preferred.
Assistant/Associate Director
- Must have an earned graduate or professional degree in a field relevant to the position or must possess an appropriate combination of educational credentials and related work experience.
- Four years of academic advising or student services experience required. Demonstrated leadership experience in academic advising or student services also required.
- Excellent communication and interpersonal skills required. Must be able to lead collaborative groups of faculty, staff, students and parents.
- Excellent leadership, supervisory, planning, problem-solving, organizational, project management and customer support skills.
- Ability to analyze data, identify trends and communicate impact.
- Basic skills in Outlook, Word, Excel and PowerPoint required.
- Knowledge of programs and majors at Purdue University preferred.
Director
- Must have an earned graduate or professional degree in a field relevant to the position.
- Five years of academic advising or student services with demonstrated progression of experience required. One year of supervisory experience necessary. Experience leading initiatives required.
- Excellent communication and interpersonal skills required. Must be able to establish vision and develop implementation plans to achieve results.
- Excellent leadership, supervisory, planning, problem-solving, organizational, project management skills required. Budget planning and administration skills essential.
- Must be able to make presentations to collaborative groups of faculty, staff, students, and parents and successfully administer student services and academic success programs.
- Ability to analyze data and set direction for necessary changes.
- Basic skills in Outlook, Word, Excel and PowerPoint required.
- Knowledge of programs and majors at Purdue University preferred.
Advisor Tasks
We want to ensure your success as an academic advisor at Purdue by helping you clearly understand your expected functions and tasks.
Communications
Academic Advisor
- Respond to emails and phone calls from students and their family members, faculty, and University staff; includes international and exchange students prior to their arrival.
- Provide student letters of recommendation, at discretion of advisor.
- Assess when a situation calls for more probing questions.
- Make explicit students' responsibility for their own academic and professional success.
- Build and maintain contacts with other college/department advising units.
- Communicate with students regarding curricular and cocurricular opportunities.
Senior Academic Advisor
- Train academic advisors on communication skills regarding curricular and cocurricular opportunities.
- Represent the college/department on a variety of curricular and cocurricular topics through participation at student events/activities.
Assistant/Associate Director
- Participate and/or present at conferences, workshops and other professional development activities.
- Conduct communication functions as assigned by the director.
- Communicates with other department and University administrators; resolves or assists with the resolution of sensitive issues.
- Represent director at various University meetings.
- Maintain and update college/department website, with guidance from director.
Director
- Communicate with students and parents about various curricular and cocurricular opportunities and upcoming deadlines (through newsletters, regular emails, etc.).
- Direct communication efforts for the college; responsible for overall messaging on college/department website.
- Promote the University by participating in community, state, and national events or meetings, and by developing partnerships with industry and secondary education institutions.
- Provide communication to all staff.
Teaching
Academic Advisor
- Teach students about benefits of orientation.
- Participate in orientation activities for college/department.
Senior Academic Advisor
- Form and chair committees to evaluate and implement orientation activities.
- Facilitate orientation activities for college/department.
Assistant/Associate Director
- Assist director in creating and developing opportunities to better orient students on various study and career options.
- Develop and lead orientation activities, with support from director.
Director
- Assess orientation activities and implement changes as necessary to programming.
Academic advisors who teach University credit courses requiring lecture preparation, development of class assignments and testing, and evaluation and grading of numerous student assignments that demonstrate competency in meeting the learning objectives of the course may be paid at a higher salary than an academic advisor without similar scope of teaching responsibilities.
Student Advising
Academic Advisor
- Assist students in evaluating and determining their interests and abilities, and help students link their interests/abilities with majors/programs.
- Assist students in the creation of short- and long-term curricular and cocurricular goals.
- Guide students in developing a plan of study that meets all degree requirements and fits within their timetable for graduation.
- Conduct checkup/relationship building contacts.
- Provide information regarding curricular and cocurricular programs and opportunities including Study Abroad, Honors, 21st-Century Scholars, Leadership Development, etc.
- Provide information about advanced placement credit exams.
- Communicate with students regarding difficulties they are having with a class or classes, and provide support to students who are on academic probation.
- Confer with prospective and current transfer students regarding application of transfer credits and course equivalencies.
- Maintain a consistent pattern of contact with each advisee to encourage a trusting mentor/coaching connection through multiple channels of communication.
- Develop and share strategies for academic success; build/support student ability to face challenges through enhanced resiliency and coping strategies; identify and implement programming to promote student use and referrals of University offices and resources that support academic achievement.
- Coach students in development of professional behaviors.
- Consult with each advisee at least one time a semester to review plan of study and academic history, conduct unofficial audit, discuss progress, discuss cocurricular and extracurricular activities, answer questions, and issue PIN.
- Share knowledge with students about undergraduate/professional programs and faculty, appropriate course selections, departmental policy, and specific program information to various constituents.
- Consult with and advocate for students regarding petitions for appeals, special policy waivers, etc.
- Conduct audits on student's progress toward their degree, including precertification audit the semester the student is a candidate, licensure.
- Record student contact notes.
- Prepare for and participate in STAR.
- Maintain certifications related to handling student data (e.g., FERPA, GLBA).
- Provide guidance about graduate/professional school; career/internship opportunities and the job search process; and help students link learning and professional preparation in the workplace.
- Provide assistance during major and career exploration, and discuss opportunities with students wishing to change their major to another school/college.
- Participate in advising assessment activities.
- Orient students to progression through degree programs.
- Assist students with plan of study projection for financial aid appeals.
- Serve as advisor for regional campus students or students under articulation agreements; demonstrate knowledge about programs at Purdue's regional campuses, College of Technology Statewide locations and Purdue’s distance education program.
- Interpret and apply University policies and procedures, keeping abreast of changes.
- Provide nominations for, and recognition of, students.
- Participate in COGNOS and Banner training updates.
- Support students as they make the transition from high school to college, strive to promote continual improvement of process and quality, and help students identify the knowledge, understanding, and skills they are gaining through their college experience.
- Support student learning and development, including the development of students' critical thinking, integrative, and communication skills, and help them connect their learning to themselves and their world.
- Help students reflect on their educational experiences and engage them in identifying, developing, and realizing their plans, goals and possible careers.
- Help students develop intercultural knowledge and respect for differences.
- Foster in students a commitment to lifelong learning.
- Assess when a situation calls for professional intervention or academic referral.
- Use effective teaching techniques to guide and coach students.
- Facilitate student decision-making and challenge students to think critically about their choices.
- Understand the philosophy of the curriculum.
- Assist students with the enrollment process, including course registration, withdrawal, etc.
- Advise students about course substitutions.
- Review student grades and communicate with them about necessary schedule changes.
Senior Academic Advisor
- Research and provide feedback on best practices to help students link interests/abilities with majors/programs.
- Train academic advisors on methods to assist students in creation of short- and long-term curricular and cocurricular goals.
- Develop and/or present college/department session for students and parents during STAR.
Recruiting
Academic Advisor
- Participate in college/department recruiting activities designed to attract new students.
Senior Academic Advisor
- Coordinate and plan for staffing of college/department recruiting activities.
- Train staff representing the college/department on recruiting materials/presentation.
- Participate on scholarship committee.
Assistant/Associate Director
- Coordinate college representation at centralized recruiting activities with Admissions office.
- Coordinate scholarship administration.
Director
- Serve on campus-wide committees to set goals for recruiting efforts in conjunction with Admissions staff.
Academic Administrative Duties
Academic Advisor
- Complete necessary paperwork and forms for proper maintenance of student records.
- Enter course requisite overrides in Internet Native Banner( INB).
- Participate in staff meetings.
- Participate in COGNOS and Banner training/updates.
- Communicate scheduling issues to appropriate designee.
- Participate in professional development activities.
Senior Academic Advisor
- Collaborate and provide insight to schedule deputy regarding scheduling issues.
- Serve as college/department candidate coordinator.
- Perform audits for athletics, ROTC, and veterans.
- Serve on committees and provide input on University policies and procedures, admissions, etc.
- Represent department at special functions held by college/department and/or University.
- Design and implement programming, and communicate with prospective students interested in Change of Curricula (CODO).
- Provide guidance and assistance to students with plan of study projection for financial aid appeals.
- Participate in training of new academic advisors, with assistance of assistant/associate director.
- Support student leadership development: student council.
- Collect and analyze data for further analysis.
Assistant/Associate Director
- Assesses unit/operation functions and develops and implements policies, procedures, and objectives.
- Initiates and prepares administrative reports and documents; may include data analysis.
- Supervises, trains, and evaluates assigned staff or supervises all of their academic advising, recruitment/retention, and/or student support activities.
- Develops work plans, policies and reports in accordance with established unit and department objectives and funding limitations.
- Acts as liaison with the community, students, faculty and staff in facilitating University programs.
- Evaluate applicants for reentry/readmission.
- Act as signature authority to ensure accurate student record-keeping for items such as Change of Curricula (CODO), University Withdrawals, Credit Transfers, Graduation Index Adjustments, etc.
- Provide assistance to schedule deputy regarding scheduling issues, including coordinating collection of space requirement forecast for courses.
- Play an integral role and represent college/department on committees established to design and implement changes to University policies and procedures.
- Assist in planning and implementation of college/department commencement activities.
- Develop COGNOS reports, and coordinate training in COGNOS and Banner.
Director
- Provide leadership for a large advising staff and ensure that best practices are followed.
- Plans, directs and reviews the academic advising, recruitment/retention, and/or student support activities and operations of the department.
- Supervises directly and through subordinate supervisors all department staff or supervises all of the department's or college's academic advising, recruitment/retention, and/or student support activities and operations.
- Oversees and participates in the hiring, training and evaluation of department staff.
- Determines and takes appropriate corrective action and discipline, including termination.
- Confers with University officials, program directors, budget administrators and/or staff to make determinations for budget development, strategies, planning, requests, and management analysis and accountability reports.
- Represent college/department at community and campus events, in meetings, and with other University personnel, and during accreditation process.
- Review athletics, ROTC, and veterans audit results; identify issues that need resolved.
- Supervise advising, clerical and/or student staff members.
- Schedule and lead regular staff meetings.
- Assist in formulation of strategic plans for the college/department.
- Set expectations for course enrollment process and assess result each semester.
- Plan, present, assess and revise STAR programming.
- Provide input to administration regarding University regulations, policies and procedures; convey students' feedback regarding these items.
- Support and provide professional activities for staff.