CONFERENCE NOTES SUMMARIES
Why is this so important?
CN summaries should give the most accurate snapshot of how the student is doing and their progress and needs. These are specific to the scholar and provide valuable insight. These summaries are viewable by Admin, Advisors, scholars and parents. That’s everybody!
Advisors cannot edit these summaries once submitted. Summaries are a reflection of our efficacy as advisors. Program staff may review seeking context and info when: trying to assist with scholars completing requirements selecting scholars for special opportunities evaluating Executive Director’s Award (EDA) eligibility reviewing Pathway changes
reviewing and assessing what support scholars need reviewing OSS reports answering parent questions via phone calls or emails determining scholars post-secondary plans ....and more!
Sample CN4: HERE’S WHAT’S
HELPFUL:
“Jane has applied to 4 schools - Wake, UNCC, BYU, and UT (Tennessee). She plans to also apply to UNCG, Mississippi State, Texas A&M, and UNC CH (RD). She met with Ashly and has now submitted the FAFSA and plans to apply for scholarships. The Crosby Scholars scholarships she plans to apply for are the Mommie J and Joyce K scholarships.”
Crosby staff is able to glean information to help: confirm Senior Academy (She met with Ashly...) assist student or advisor with nudges to complete College Fair /Visit form by listing specific schools assist with nudges to complete Community Service (both of these scholarships have community service components so we can deduce the student has completed service hours) evaluate this student has a balanced list and is making good progress through application season
WHAT’S NOT HELPFUL:
Sample CN4:
“Bing is working on his applications and completed two. He is working on 2 or 3 more. He has a good idea of what he needs to do next. He has not submitted Crosby requirements yet but he should.”
Crosby staff is not able to determine: which schools he is applying to (or planning to visit) what steps he will take to complete upcoming requirements for Crosby what additional support this student needs are there specific needs here such as financial aid support? essay support? other issues? ways we can use details to nudge completion does Bing have a balanced list?