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Could give them info to look into on their own (like with embedded certs or certain focus areas), and then encourage them to make another appointment to discuss/plan further when they're ready to have that conversation.

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The additional prep courses if needed based on our conversation.

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The Program Requirements page is a frequently visited/shared page, along with the Course Offerings page. I'll often highlight the link for future terms beyond those on display for those who like to plan around vacations and other special events way ahead. I'll also share some other frequently shared links like the portal/degree planning tool and Student Self-Service.

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I will still ask which focus area(s) they are most interested in, as well as when they plan to complete their program if the learner does not have a degree plan. If they have a degree plan, we will review it together and discuss course pairings and what classes the learner is most comfortable taking with others.

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For stacking we jump more into their interest in electives/FAs as they are already at a point where this is kind of crucial to help them see what options they have for a balanced plan and to keep them on their timeline.

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I usually suggest learners create a bookmark folder in their browser with the links that are helpful: Registration instructions, course offerings, requirements, Student Portal, learner resources, bursar, OFSA. This is just so they have a home base.

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I'll ask about their projected timeline (and if that is flexible based on course offerings), along with ultimate goals (because their goals may be the reason for the timeline). I'll also ask about their prior experience and what kind of course material they find they spend more time with versus less.

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If a student hasn't started courses yet I think it is very rare that I create a degree plan in that first appointment. We may discuss what their timeline might look like based on how many courses they take. I typically will go back through the new student checklist, share the optional prep courses, program requirements page, student portal, and then sometimes external sites like financial aid based on questions they ask me during the appointment.

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I will give learner the links to student portal, student self-service and the link to the all course descriptions.

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What brought you to Gies? What do you know so far about the program you are starting? How much progress have you made in the new student checklist?

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student portal, course offerings page

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And for new students, often have to show them the Bursar's page so they know where to direct billing questions.

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I ask learners what is their timeline to finish the program. This allows me to explain how many courses per term the learner will need to take to finish in the timeline they want.

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Additional links or follow up to any questions they have that I may not have had the answer to right away, like helping them track down their transcripts.

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Links back to our website, like Program Reqs, Course Offerings, Degree Conferral, etc

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I like to ask about the "why" and what motivated them to start a program.

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The course offerings page, term dates, program requirements page, event calendar.

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Links to the Student Portal and Student Self-Service

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Many times I'm including extra links and/or info that I didn't have at the time of the meeting. Also reinforcing i-support as the best way to reach us, and not Teams or Outlook

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How long do they want to take to complete the program? Have they decided which focus area(s) they're most interested in?

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I ask if they have a date in mind for graduation and if they have interest in specific focus areas.

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links to anything that we may not have covered.

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Do they have a timeline in mind to finish the program

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Doublecheck SAL, Student Portal, and Slate

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links to the portal and discuss the links available there.

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Salesforce- any notes they may include in the appointment request.

Slate- admissions status and background (sometimes)

Degree planning tool- any attempts at saved degree plan, or electives/focus areas in plan

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I use Slate for a number of reasons. If they have not taken a course yet I am interested in when they were admitted vs when they set up the appointment. I also check Slate to see their admit status (full vs limited).

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I look at their student profile page to see if they've registered for any courses so far, and if they started degree planning.

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Review comments provided by the student when scheduling the appointment. I also like to confirm which 8-week session the learner was admitted to.

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Ask about their goals during and after the program.

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I typically look to see if the learner has a completed degree plan in the student portal.

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I review their profile in the student portal to see what their program is and when they were admitted. I also check to see if they are linked in coursera.

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Look at previous academic/professional background

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I look at their Slate profile for admit term, and see if they've deferred previously. I also look at their resume sometimes.

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Review case notes and what their booking topic and note is. I will take a look at their current degree plan if they have one. If the select other I will also search to see if they have any open cases or petitions under review to try and see if I can be prepared for an odd question or unique case

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Review admissions status on Slate.. check current registration on Grad Recs