Academic Advising

academic advising

Handbook - How to Refer

  • Explain in a clear and open manner why you feel it desirable or necessary to refer.
    • Take into account the student's reaction to the referral and deal with those feelings.
    • Evaluate possible services of help with the student.
  • Proceed slowly except in an emergency.
  • Explain fully the services that can be obtained from the resources person you are recommending.
  • Attempt to personalize the experience by giving the student the name of the contact person, phone number and location or have the student call for an appointment while still in your office.<
  • Keep the chain of referrals as simple as possible. Help students reduce the "run-around" by finding ways to eliminate steps.
  • Students are often uneasy about follow through with a referral. Try to make them comfortable with the idea, pointing out the friendliness, accessibility, and helpfulness or the people you are sending them to.
  • Assist the student in formulating questions to ask, approaches to take and/or procedures for getting the most from the referral source.
  • Jot down notes in the advising file summarizing the referral.
  • Follow up with the student on the referral.
    • Did the student keep the appointment?
    • Discuss with the student an evaluation of the help received.
    • Determine if you selected the appropriate source of help for the student.