Pre-Departure by Steven Mockler https://padlet.com/vertoeducation/ab99sin83txaldch en-us 2025-08-21 17:26:21 UTC 2025-08-21 18:12:55 UTC hello@padlet.com Key Milestones and Events stevenmockler https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550633324

  • Family Academic Welcome Calls

  • Maren Attending SOA meetings

  • Academics Advising & Escalated Appointments

  • Orientations

    • ]]>     2025-08-21 17:26:21 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550633324     New Checklist Items https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550643472

  • Preliminary Transcript

  • Prior Learning Credit

  • Final Transcript

  • Math Placement Exam

  • Course Selection

    • ]]>     2025-08-21 17:36:29 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550643472     Checklist Items https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550646045 Increasing visibility of academic pre-departure action items

    ]]>     2025-08-21 17:39:13 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550646045     Advising 1:1 via Calendly colleendutton https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550646315 2025-08-21 17:39:29 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550646315 New Uploaders / Checklist items saratroy https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550646563 the tools in SF/MyVerto made it easier to direct students to submit these items. It also reduced the amount of emails received.

    ]]>     2025-08-21 17:39:48 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550646563     Advising Office Hours were a huge hit! colleendutton https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550646665 2025-08-21 17:39:57 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550646665 https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550646680 milestones and events - all of it

    ]]>     2025-08-21 17:39:58 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550646680     Gmail Inbox https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550647126 Not directly related, but getting an AAHQ inbox helped managing incoming questions and documents, and allowing for more staff coverage

    ]]>     2025-08-21 17:40:23 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550647126     Auto Comms to students saratroy https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550647557 While there were hiccups with the auto comms to students, it was nice to have an automated email go back to the student about why their transcript or documentation was rejected, and to have that recorded on the activity log of the student's enrollment record.

    ]]>     2025-08-21 17:40:49 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550647557     Family Welcome Calls stevenmockler https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550647619 I felt this helped parents feel much more comfortable with us, and to understand that the experience is comparable to any other first year of college

    ]]>     2025-08-21 17:40:53 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550647619     Academic Advising https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550647628 Academic advising was really successful. Lots of students attended the office hours. The sessions were overwhelmingly positive and students usually left with all their questions answered or escalated to the proper staff or institution contacts.

    ]]>     2025-08-21 17:40:54 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550647628     Maren attending SOA meetings https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550648307 This kept SOAs up to date on important dates/info to share with students. Allowed us to troubleshoot recurring issues throughout the cycle.

    ]]>     2025-08-21 17:41:37 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550648307     https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550648403 New Checklist items - all of it! Little glitches happened that leave space for updates/improvements/ learnings, but that is to be expected first time

    ]]>     2025-08-21 17:41:39 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550648403     Tech Collaboration https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550648496 Building out so many checklist items on a rolling basis.


    Building out automations on Colleen's tasks so she's not looking at students' docs before their enrolled

    ]]>     2025-08-21 17:41:41 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550648496     Transcript text reminders https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550649267 While it may have created some stress for students, it brought those transcripts in!

    ]]>     2025-08-21 17:42:06 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550649267     Increased visibility into Salesforce stevenmockler https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550649540 Reduced a lot of questions because people knew where to look/asked better questions b/c they already had access to basic information

    ]]>     2025-08-21 17:42:27 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550649540     SAC Support https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550649804 Steph collabroating with us with the temporary SAC support to reach out to students re: placement exams, transcripts, and course selection

    ]]>     2025-08-21 17:42:49 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550649804     Returning and Seasoned SOAs saratroy https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550650132 Having tenure on the SOA team was really helpful to manage general student/parent questions. It felt like many questions were around new tools/processes and fewer questions about the baseline knowledge.

    ]]>     2025-08-21 17:43:14 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550650132     Additional edits and refinement to presentations stevenmockler https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550650772 2025-08-21 17:44:04 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550650772 Our resident advisors Colleen and Israel! https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550650943 Colleen and Israel dived off the deep end into student-facing support. They learned fast and did a great job addressing student/parent academic concerns

    ]]>     2025-08-21 17:44:14 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550650943     https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550652263 Colleen being willing to "get dirty" and call schools for those final transcripts , do whatever it takes to get the job done . Thank you!

    ]]>     2025-08-21 17:45:23 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550652263     Academic Information Page stevenmockler https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550653308 2025-08-21 17:46:09 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550653308 Course Selection Reopened Email https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550656855 It was too easily triggered and created confusion for students

    ]]>     2025-08-21 17:49:39 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550656855     Navigating more changes and new processes during such a high enrollment time. colleendutton https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550658078 2025-08-21 17:50:57 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550658078 Transcript Dashboard https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550658557 Transcript and prior learning credit review tasks were constantly switching back to "Open" and even Salesforce support couldn't figure out what was happening


    This has been resolved, but it was a nuisance for Colleen and others reviewing transcripts

    ]]>     2025-08-21 17:51:21 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550658557     Switch SAC support in mid Summer saratroy https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550658976 I understand why this occurred, and it's part of our staffing structure. I think AAHQ could have provided basic training to the SACs to help smooth their transition.

    ]]>     2025-08-21 17:51:41 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550658976     Uneven-ness of automation stevenmockler https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550660079 It's really great for transcripts, but still not there for Canvas/PACE

    ]]>     2025-08-21 17:52:43 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550660079     Lack of visibility/assurance students know they have access to MyCharger stevenmockler https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550660588 2025-08-21 17:53:25 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550660588 Parents without students attending advising https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550660981 Unexpected? No. But how do we encourage students to take more ownership of their academic experience

    ]]>     2025-08-21 17:53:51 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550660981     Lag in UNewHaven Enrollment for the late enrollments saratroy https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550661373 A number of students who enrolled at the last hour waited a very long time to receive their UNewHaven credentials, which then gives access to Canvas.

    ]]>     2025-08-21 17:54:18 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550661373     https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550661801 Students unhappy with their math placement score/eligibility for certain courses they think they need

    ]]>     2025-08-21 17:54:50 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550661801     Review/Refine the auto-comms with Tech saratroy https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550664445 Review the comms for course selection re-opened to determine appropriate times for students to get that email.

    ]]>     2025-08-21 17:57:58 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550664445     Automated Communication pulling student's preferred name in Salesforce. https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550664924 I've mentioned this in another retro, I think it may be in the works with tech..

    ]]>     2025-08-21 17:58:21 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550664924     New automated email when we receive student IDs from UNewHaven stevenmockler https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550664966 Working to create an automated email that notifies students with clear instructions about what their credential is, what it does, and how they can use it.


    ]]>     2025-08-21 17:58:24 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550664966     Consider Channel Advising Sessions with UP saratroy https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550665316 It sounds like many students/parents wanted affirmation that they're selecting the "right" courses. Discuss with UP piloting some channel advising sessions for the next cycle.

    ]]>     2025-08-21 17:58:51 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550665316     Refine processes/SOP for late student enrollments saratroy https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550666786 Some students were enrolled days before the closure of course selection. Is it reasonable to expect that they should be able to participate in course selection? Are there other process discussions with UNewHaven regarding expedited enrollments on their end? Lots to consider, but worthwhile.

    ]]>     2025-08-21 18:00:13 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550666786     Mirroring UNewHaven procedures for creating schedules and addressing math placement concern stevenmockler https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550667460 They build schedules for all students, and then students must decide if they want to opt out of something.


    Students can be placed based on previous math performance, not just placement score

    ]]>     2025-08-21 18:00:59 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550667460     Aligning our comms between both teams, particularly during course selection and placement exam periods saratroy https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550669266 We did a good job of making this happen this cycle. Next cycle taking time to plan ahead will make it even better.

    ]]>     2025-08-21 18:02:41 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550669266     Calc II https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550677289 If a student tests into Calc II, give them access to Calc I and Calc II automatically

    ]]>     2025-08-21 18:12:54 UTC https://padlet.com/vertoeducation/ab99sin83txaldch/wish/3550677289