Study Abroad Advisor Templates

Study Abroad Advisor Templates

There is a huge number of templates that someone in the Study Abroad 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 Study Abroad 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 Application Form
2. Pre-Departure Checklist
3. Study Abroad Program Brochure
4. Budget Spreadsheet
5. Visa Application Guide
6. Health and Safety Guidelines
7. Orientation Schedule
8. Host Family Placement Form
9. Travel Itinerary Template
10. Program Evaluation Survey

Reports

Reports are often prepared by a Study Abroad 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. Financial Aid Report
3. Student Visa Report
4. Program Evaluation Report
5. Student Satisfaction Report
6. Academic Progress Report
7. Budget Analysis Report
8. Marketing Effectiveness Report
9. Alumni Engagement Report
10. Risk Assessment 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 Study Abroad Advisor does and how they do it.

1. Pre-Departure Orientation SOP
2. Application Processing SOP
3. Visa Assistance SOP
4. Housing Placement SOP
5. Health and Safety Guidelines SOP
6. Academic Advising SOP
7. Financial Aid and Scholarships SOP
8. Cultural Integration SOP
9. Student Support Services SOP
10. Program Evaluation and Reporting SOP

Presentations

Study Abroad 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. Welcome Presentation
2. Program Overview Presentation
3. Application Process Presentation
4. Pre-Departure Orientation Presentation
5. Returnee Reflection Presentation

Legal Docs

There are several key times when a Study Abroad 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. Liability Waiver and Release Form
3. Medical Authorization Form
4. Code of Conduct Agreement
5. Travel Consent Form

Health & Safety Templates

Health & Safety templates for a Study Abroad 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. Emergency Evacuation Plan Template
4. First Aid Kit Inspection Checklist Template
5. Health and Safety Training Attendance Record Template

Calendars

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

1. Academic Calendar
2. Program Application Deadlines Calendar
3. Pre-Departure Orientation Calendar
4. Visa and Travel Document Calendar
5. Cultural Events and Excursions Calendar

Invoice Templates

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

1. Tuition Invoice
2. Accommodation Invoice
3. Program Fee Invoice
4. Insurance Invoice
5. Miscellaneous Expenses Invoice

Survey Templates

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

1. Pre-Departure Orientation Survey
2. Program Evaluation Survey
3. Student Satisfaction Survey
4. Alumni Feedback Survey
5. Cultural Immersion Experience Survey

Meeting Agendas

Having premade Study Abroad 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 Staff Meeting
2. Student Orientation Meeting
3. Study Abroad Fair Planning Meeting
4. Academic Advising Meeting
5. Program Evaluation Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Travel Expense Budget Template
3. Program Budget Template
4. Scholarship and Grant Budget Template
5. Marketing and Recruitment Budget Template

Dashboards

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

1. Enrollment Dashboard
2. Financial Dashboard
3. Student Satisfaction Dashboard
4. Program Performance Dashboard
5. Marketing and Recruitment Dashboard

Proposal Templates

For bidding or requesting work, a Study Abroad 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. “Scholarship Program Proposal”
2. “Faculty Exchange Proposal”
3. “International Partnership Proposal”
4. “Study Abroad Fair Proposal”
5. “New Program Development 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 Study Abroad 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.