1. Academic Completion Plan (ACP) Training
Updated Fall 2016

2. How Does an Academic Plan Help the Student?
Documents student’s goals
Helps student with path to reach goals
Promotes student taking responsibility for their own educational planning
Creates common experience for student
Documents “to-do” list for student upon leaving advising appointment

3. Helping the Student (cont)
Helps student populate My Planner and PS Shopping Cart for future registration
Documents referrals to services, advisors
Provides a document for future reference (hard copy and )
Makes their advising appointments more productive, improving CLC experience
Could shorten time to completion

4. How Does an ACP Help CLC?
Improves advising efficiency and accuracy by sharing plan between advisors
Allows programs to create “templates” or “pathways” to be used as a starting point for advising
Increases and improves communication between faculty advisors, counselors, coaches, and advising staff
Documents CLC’s advice to student.

5. What Is an Academic Plan?
A fillable PDF form
Stored on the P: Drive
Information about student
Information about advisor
Course by course plan by semester
Action plan
Notes
Revision history

6. Steps to Create Academic Plan
If new student:
Create a folder to contain all versions of ACP for that student
Open blank template
“Save-as” with correct filename in student’s folder: e.g.
If a student already has an ACP:
Search by name or ID in P: drive
“Save-as” with new date to create new version

7. Filling in the Plan
The “Academic Plan” = name of the program e.g. A.S. or “Accounting A.A.S.”
The “Plan Code” = 4 digit code for program, e.g. 11AB for A.S., 22AA for Accounting A.A.S.
The “Sub-Plan” is the area of study declared for AA, AS degrees e.g. Philosophy or Math.
Full list in P:Drive

8. Filling in the Plan (cont)
Advisor = CLC faculty or staff the student identifies as their advisor.
If none, leave as their NSO advisor.
Student Goals
fill in based on interview with student
Choose the catalog year
the year the student starts, or the year the student intends to use when petitioning for graduation

9. Filling in the Plan (cont)
Course by Course Plan
Indicate term using drop down menu
Can add courses already completed
Indicate course w/ name if known e.g. MTH 122 – College Alg.
Add number of credits for each course
Credits add by term and the total displays at the top next to catalog year.

10. Filling in the Plan (cont)
Action Plan = steps the student needs to take that have been discussed. e.g.
Take placement test
Research transfer schools
See a counselor or department chair
Apply for financial aid
Go to CPS for help with resume
More…..update as needed based on your meeting

11. Filling in the Plan (cont)
Notes = miscellaneous space as needed.
Test scores - AP scores
Previous credit
Unique situations, goals, observations, etc. to be shared with the student
Revision – be sure to update to document the various versions of the plan. Put your name as “name of the advisor”

12. Completing the ACP Save Print and give to student
to student and other advisors as needed using “ Academic Plan” button at the top
In PeopleSoft
Add Advising Notes – still needed but referring to ACP to shorten them is OK
Add “ACP” service indicator

13. Creating Templates For a program you chair or work with
Create desired sequence of courses
Save as a template in the P: drive Templates folder
Communicate to Advisors and Counselors
Keep it up to date!

14. Tips Using templates shortens the time to create a new plan
Still need to create PS Notes – but refer to ACP instead of listing all the courses e.g. “Refer to ACP created on 7/27/26”

15. For More Information
To permission to access P: drive ACP folder – see Christine Lewis (or Lisa Hollenbeck during Christine’s maternity leave) in Advising
Tutorials and guides on P: drive