Student Advisor Templates

Student Advisor Templates

There is a huge number of templates that someone in the Student Advisor role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Student Advisor. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Student Enrollment Form
2. Academic Advising Checklist
3. Course Registration Spreadsheet
4. Student Progress Report
5. Graduation Audit Template
6. Student Feedback Survey
7. Study Abroad Application Form
8. Scholarship Application Template
9. Student Workshop Schedule
10. Student Advising Appointment Log

Reports

Reports are often prepared by a Student Advisor to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Enrollment Report
2. Retention Report
3. Graduation Rate Report
4. Academic Performance Report
5. Student Satisfaction Survey Report
6. Financial Aid Report
7. Student Demographics Report
8. Advising Appointment Report
9. Career Placement Report
10. Student Success Metrics Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Student Advisor does and how they do it.

1. New Student Orientation SOP
2. Academic Advising SOP
3. Course Registration SOP
4. Student Progress Tracking SOP
5. Career Counseling SOP
6. Study Abroad Program SOP
7. Student Support Services SOP
8. Graduation Requirements SOP
9. Student Grievance Procedure SOP
10. Student Success Workshop SOP

Presentations

Student Advisor presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Student Progress Report Template
2. Academic Advising Session Template
3. Career Planning Workshop Template
4. Study Abroad Information Session Template
5. Financial Aid Presentation Template

Legal Docs

There are several key times when a Student Advisor needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Student Enrollment Agreement
2. Consent and Release Form
3. Academic Probation Notice
4. Student Grievance Form
5. Student Code of Conduct Agreement

Health & Safety Templates

Health & Safety templates for a Student Advisor ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Health and Safety Training Attendance Record Template

Calendars

Setting up Student Advisor calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Academic Calendar
2. Event Calendar
3. Counseling Calendar
4. Exam Schedule Calendar
5. Student Activities Calendar

Invoice Templates

Several types of Student Advisor invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Tuition Invoice
2. Student Housing Invoice
3. Meal Plan Invoice
4. Textbook and Supplies Invoice
5. Miscellaneous Fees Invoice

Survey Templates

For a Student Advisor to get insights related to the work they do, they need to send out Student Advisor surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Student Satisfaction Survey
2. Academic Support Survey
3. Career Counseling Survey
4. Campus Resources Survey
5. Program Evaluation Survey

Meeting Agendas

Having premade Student Advisor meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Student Progress Review Meeting
2. Academic Planning and Course Selection Meeting
3. Career Counseling and Guidance Meeting
4. Parent-Teacher Conference Meeting
5. Student Support and Intervention Meeting

Budget Templates

To manage finances well, a Student Advisor would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Student Scholarship Budget Template
3. Event Budget Template
4. Travel Expense Budget Template
5. Professional Development Budget Template

Dashboards

Dashboards are a useful way for a Student Advisor to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Student Enrollment Dashboard
2. Academic Performance Dashboard
3. Student Engagement Dashboard
4. Retention and Graduation Rates Dashboard
5. Career Services Dashboard

Proposal Templates

For bidding or requesting work, a Student Advisor needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Student Success Program Proposal
2. College Fair and Career Expo Proposal
3. Academic Support and Tutoring Services Proposal
4. Student Leadership Development Proposal
5. Parent Engagement and Communication Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Student Advisor templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.