Participation Expectations

The UNC Charlotte Advisor Institute is a professional development program open to all faculty and staff advisors and student support
The Institute strives to create and maintain a common culture of academic advising at UNC Charlotte.

Orientation & Development + Collaboration + Relationships = Improved Academic Advising experience Picture

 Expectations for Professional Advisors 

including Faculty with a significant responsibility for undergraduate advising:


In an advisor’s first year at UNC Charlotte:

  1. Participate in Advisor Orientation

  2. Participate in four core professional development sessions, plus at least two additional sessions during the academic year

    • Core Sessions

      • Developmental Approach to Academic Advising

      • Understanding Transfer Students and Transfer Credit

      • Effective Referrals & Resources for Students

      • Working with Students on Academic Probation

  3. Develop or refine a Statement of Advising Philosophy as needed

  4. Complete two online training modules (under development) and technology training as needed (determined by department/unit)

  5. [OPTIONAL] Apply to participate as a mentee in the Advisor Institute Mentoring (AIM) Program

Continuing Education
  1. Participate in at least four professional development opportunities during the academic year

  2. Refresh skills on online modules and technology training as needed

  1. To be eligible:  nomination by center director or supervisor

  2. To be recognized (two or more of the following)

    • Design and/or facilitate a professional development session

    • Apply to be a mentor in the Advisor Institute Mentoring Program

    • Other advising-related leadership or service as determined by center, department or unit.

Professional Development Sessions

Advisor Institute Professional Development sessions will be designed to be participatory and collaborative, with opportunities for small group discussions with advisors and student services professionals from across campus. Participants may be asked to complete an online module or reading assignment in advance. Four core sessions for new advisors will be offered multiple times a year. A total of 16 – 20 sessions will be offered during the academic year, including summer.

Professional Development Session Topics (including but not limited to):

Philosophy & Approaches
  • (CORE) Developmental Approach to Academic Advising

  • (CORE) Effective Referrals and Resources for Students

  • Working with the Bullet-Proof Student

  • PFS / New Student Induction / Convocation

  • Graduation-Oriented Advising

  • Teaching Freshman Seminar

  • Advising & Career Coaching (with Career Center)

  • Ethics & Advising (difficult scenarios)

  • Teaching Students to Navigate Systems and Holding Them Accountable

  • Assessment of Advising

Unique Student Populations and Services
  • (CORE) Transfer Students & Transfer Credit

  • Veterans

  • International Students

  • Office of Disability Services

  • Counseling/Wellness Center/Health Center

  • Dean of Students/Withdrawals/ NinerCare

  • Multicultural Academic Services

  • Multicultural Resource Center – SafeZone

  • OASES – Adult & Non-Traditional Students

  • Honors College

  • Early College Students

  • First-Generation Students

  • Student Athletes

 Tools & Policies
  • (CORE) Working with Students on Probation
  • (ONLINE MODULE) General Education

  • (ONLINE MODULE) Academic Policies – Top Five:

(1) Withdrawals, (2) Grade Replacement,

(3) Repeat Overrides, (4) Suspension-Forgiveness- Readmission, (5) Tuition Surcharge

  • Maximizing/Integrating Technology Systems for Effective Advising

  • FERPA, Guest Access Portal, Title IX

  • Admissions

  • Social Media & Advising

  • Learning to Use Advising Technology (separate trainings)

Colleges – Representatives provide updates of curriculum, policies & procedures
  • CCI & CoE

  • CHHS & CoB

  • CoED & CLAS

  • CoAA & Grad School