Advisor Handbook
ROLES AND FUNCTIONS OF ADVISORS
How the Proactive Advisor Prepares for
Success
Definition of
Advising
Advisor vs. Supervisor on University
Campuses
Tips for Good Advisor/President
Relationship
Overcoming Barriers to Success
for the Advisor
Organization Advisor Job
Description
HOW THE PROACTIVE ADVISOR
PREPARES FOR SUCCESS
(at a glance)
Initial Preparation:
A. Gather relevant training materials.
B. Design an officer training program.
C. Select one hour per week to devote to student group
planning.
Stimulate Interest In Student Groups:
A. Posters of the previous year's highlights in high
volume student areas.
B. Discuss importance of student groups with present student
leaders.
C. Polish meeting notices and election announcements with
officer descriptions.
D. Promote interest in student groups through general
student meetings.
E. Join in College Organization Fair.
Set Up Weekly Meetings With Officers:
A. Insist upon utilizing agendas, minutes, and posting
information.
B. NEVER abandon this meeting!
Establish Goal Setting Procedures With
Officers:
A. Insure that the group formally adopts the goals.
Challenge The Leadership About The Decision Making
Processes That The Group Utilizes.
Build Evaluation Into The Fabric Of The
Organization:
A. Evaluate programs.
B. Periodically evaluate group process.
DEFINITION OF
ADVISING
ADVISE (ad viz) v, -vised, -vising, 1. to give advice to.,
2. to recommend an action, policy, etc., 3. to give
information or notice to., 4. to give advice., 5. to take
counsel. (from Webster's Dictionary)
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to encourage social maturity, to enhance the learning
environment and encourage academic excellence, to encourage
community relations and service projects to help establish
a sense of involvement. - Pavone
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to help set an atmosphere where students feel they
can voice an opinion and initiate action.
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to assist in the training of officers.
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to offer a broader perspective on issues and problems
by sharing your experience and staff expertise.
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to advise residents on the possible results or
implications of a proposed action.
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to insure that group activities are conducted in
accordance with University and state regulations.
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the process in which an individual listens,
recommends, informs, and maintains two way communication
with another individual or groups of individuals. The
definition includes the obligation that the advisor will
act only in the best interest of the group -
Anonymous
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to help facilitate the actualization of a group's
goals without taking ownership of that group. - Jane
Tuttle
Do's and Don'ts of Advising: A short
list
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DO
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DON'T
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allow others to fail
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control the group
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allow others to succeed
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manipulate the group
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know your limits
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miss group meetings and functions
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know the group's limit
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take ownership for the group
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be visible
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close communication
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be consistent with your actions
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be afraid to try new ideas
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teach the art of leadership
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know it all
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keep your sense or humor
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take everything so seriously
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trust yourself and the group
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be the leader
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learn when to/not to speak
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inform the group of policies
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ADVISOR versus SUPERVISOR
On University Campuses – Who am I?
ADVISOR
Definition: An advisor is a person who is either chosen by
or assigned to a group or organization. The enjoyment of the
position stems from the fulfillment of a mutually attractive
set of rewards.
Skills: Listening, conflict resolution, decision-making
skills, motivation, sensitivity to group dynamics, flexible
time schedule, tolerance to ambiguity, and sensitivity to
group norms.
Roles: Motivator, sounding board, confidante, negotiator,
moderator, mentor, equal participant, observer, summarizer,
reality checker.
Mode of operation:
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Develops clear expectation with the
organization
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Process-oriented; non-directive
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Attempts to define criteria for success based on the
organization's goals
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Maintains contact and visibility with the group, but
does not take charge
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Provides neutral and honest feedback to the
group
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Encourages feedback regarding goals and task
accomplishment
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Documents for the purpose of maintaining clarity,
providing history, re-enforcing consistency, and showing
internal development.
Does not: control, boss, fire, rule, have final
say
Words to remember about student organization
volunteers:
Volunteer
Amateur
Untrained
Unsure
Willing
Able
PRAISE
If you volunteer for something, how would you like to be
treated?
SUPERVISOR
Definition: A supervisor is a person who is assigned or
appointed to a group or organization for the purpose of
aiding in certain specialized functions.
Skills: Experience in management, supervision,
assertiveness, persuasion, skill development, finance;
familiarity with rules, polices, state and federal laws; and
structured time schedule.
Roles: Resource person, manager, administrator, enforcer,
trainer, teacher, "bottom liner," authority
figure.
Mode of operation:
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Seeks clear expectations of the specific
responsibilities from the Central Staff and communicates
those to the entire group
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Goal-oriented; directive based on authority
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Has specific criteria to determine
success/failure
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Maintains constant contact to facilitate information
flow
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Requires feedback
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Documents for the purpose of limiting liability,
establishing history, guaranteeing consistency, and making
sure that internal development occurs
Can: control, boss, fire, rule, have final say
Words to remember:
Paid
Pre-professional (para-professional)
Trained
Confident
Willing
Able
Praise
Remember, our basic goal here in advising is to challenge
and support.
TIPS FOR GOOD
ADVISOR/PRESIDENT RELATIONSHIP
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Clear understanding of each other's role in the
organization.
•clarify, in writing, what those roles are
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Clear expectations.
•verbalize what it is you expect and want; clear up
any misconceptions
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Realistic relationship.
•friendly should NOT be an exception; if it happens,
it should occur naturally
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Advisor – encourage president to set specific
goals.
•then be supportive of these goals
•remember that the president often has the least
well-defined role
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Support each other.
•provide positive feedback for things well done
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Have a sense of humor.
•the ability to laugh at yourself and see the humor
in situations can make the job a lot more fun; especially
if the humor is not negative or demeaning
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Practice open and honest communication.
•this helps you establish a trusting relationship and
helps avoid problems with hidden agendas
•it also helps when you have differing
viewpoints
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Respect each other.
•it is important to respect both the person and their
position
Adapted from: material at the National Association
of Campus Activities, 1993 Southeast Regional
Conference.
OVERCOMING BARRIERS TO
SUCCESS FOR THE ADVISOR
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QUESTIONABLE ACTIVITY HAS BEEN INTRODUCED.
•Introduce alternatives
•Point out difficulties inherent to the plan.
•Suggest that the group obtain the opinion of
individuals or groups affected by the activity.
•Suggest that the leadership contact individuals who
possess expertise or have responsibilities in this
area.
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GROUP MEMBERS LACK THAT CREATIVE SPARK.
•Utilize brainstorming.
•Refer leaders to various professionals for
additional ideas.
•Develop a program that has never been done
before.
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MEMBER MONOPOLIZES DISCUSSION.
•Encourage individuals only if his/her contribution
will benefit the group.
•Otherwise, politely interrupt.
•Never embarrass anyone publicly!
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ARGUMENTATIVE OR OBSTINATE GROUP MEMBER.
•Keep an open mind to the content presented.
•Keep your temper.
•Politely interrupt and suggest that the group move
on to other agenda items.
•Talk to the individual privately.
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WHEN A POINT OR ISSUE IS BEING DISCUSSED TOO
LONG.
•Suggest having questions after the meeting for those
who are interested.
•Appoint a sub-committee.
•If appropriate, call for a vote.
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WHEN TWO INDIVIDUALS GET INTO A HEATED
EXCHANGE.
•Summarize the points made by both individuals and
then turn the discussion back to the group.
•Invite the two to stay after the meeting to talk it
over.
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WHEN A SPEAKER DRIFTS OFF THE TOPIC.
•Politely interrupt, give credit for the idea, but
explain that it is departing from the main point.
•Bring the discussion back by using the related idea
as the transition.
•If the "departure" may be beneficial, ask
the group whether it wishes to stray from the topic at hand
temporarily.
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WHEN A MEMBER HAS DIFFICULTY EXPRESSING
HIM/HERSELF.
•Build up confidence by expressing appreciation for
his/her contribution.
•Rephrase the material with a clarifying preface such
as "Is this what you mean?"
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GROUP ONLY PLANS SOCIAL EVENTS AND AVOIDS UNDERTAKING
DEVELOPMENTAL PROJECTS AND POLICY ISSUES.
•Go back to basics with officers. Spend time
examining the purpose of the organization.
•Have several motivated individuals plan a project
under the auspices of the organization.
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WHEN A CLIQUE ASSUMES CONTROL.
•Privately, confront individuals and challenge them
to explain what they see their responsibilities to be.
Fill in the gaps.
• Introduce topics and program ideas that mandate
broad-based participation.
•Volunteer to establish committees.
•Have several motivated individuals plan projects
that meet the needs of individuals not considered by the
clique.
•Engage in staff in strategy session. The end result
may be asking the organization to evaluate its mission and
progress.
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WHEN AN OFFICER DOES NOT FULFILL HIS/HER
RESPONSIBILITIES.
•Explore the reasons privately.
•Go over position responsibilities thoroughly.
•Openly discuss the individual's suitability for
the position.
•Suggest ways of rectifying the situation and have
the individual agree that she or he should not hold office
unless certain behavioral changes occur.
Adapted from: A Publication of United Educators
Insurance Risk Retention Group, Inc.
ORGANIZATION
ADVISOR JOB DESCRIPTION
Service Organization
Relationship to Group:
• The advisor focuses on student development and
student leadership in coordinating all the activities of Elon
Volunteers.
•Assists and encourages students to have regular
interaction/communication with the entire organization.
•Attend service trips.
Expectations of Advisor:
• Meet weekly with student coordinators and
directors
•Meetings: In order to maintain student
involvement
•Bi- weekly with Organization
•Occasionally with program, organization and event
coordinators
•Events: Attend mid-year and end year banquets
•Administrative Tasks: All of the above. Budgeting,
reports, brochures, office management, validation, placement,
reflection, written communication (letters, memos, e-mail),
van and room reservations, service learning workbooks,
timesheets, etc.
•Leadership Development: Staff and director retreats.
Support and encouragement at state and national
conferences.
•Other time commitments: Attend conferences and service
trips.
ORGANIZATION ADVISOR JOB DESCRIPTION
Greek Letter Affiliation
Relationship to Group:
• Not necessarily affiliated nationally with group,
more staff, attends executive board
meetings, some chapter meetings, attends Greek events or
special events sponsored by chapter, attends monthly advisor
luncheon hosted by Greek Life Office.
•Little interaction with inter/national office (may be
more involved if affiliated).
•Expected to: attend advisors roundtable luncheons
monthly at least one chapter meeting a semeste, and at least
one executive meeting each month; sign off on paperwork as
needed; attended Greek events or other special chapter events
as available.
Expectations of Advisor:
• Meetings: varies by group
•one executive meeting a month
•at least one chapter meeting each semester
•Greek faculty advisor roundtable one time a
semester
•Events: Advisors are required at large events
(especially those held in Whitley or Fine Arts.) They are
encouraged to attend other events as available.
•Administrative Tasks: Approve campus events; for
example, event registration forms, regular solicitation
forms; Greek (house/suite) lease agreements, anti-hazing
contracts, help facilitate timely submission of chapter
paperwork, help obtain payment for house/suite common area
damages, wristband charges, etc., review calendar to check
for over-programming; etc. discuss academic
support/enhancement provided by chapter. Assist in
organization in management of financial
responsibilities.
•Leadership Development: As available; no formal
leadership development training is required.
•Other Time Commitments: None; unless group uses a
University van or asks advisor to attend retreats,
conferences, etc.
Other:
• May assist chapter member discipline or checking GPA
information on individual members or potential members (with
written consent of member).
ORGANIZATION ADVISOR JOB DESCRIPTION
Academic/Departmental Groups
Relationship to Group:
• Supervision of special events, carry out duties
assigned by groups responsible for paperwork and national
dues.
•Follow University policies, attend semesterly advisor
meetings, approval of facilities/van requests, be aware of
and assist organization in management of financial
obligations.
Expectations of Advisor:
• Meetings: Per by-laws of individual group
•Events: Advisor attends if the organization is using
University vans, or going on a retreat away from campus, or
if the event is in an on-campus facility.
•Administrative Tasks: Signing University documents;
event registration forms, room reservations, budget requests,
membership rosters/goals/progress reports. Assist with
developing and presenting annual budget to SGA.
•Leadership Development: Developing retreat plans;
encourage involvement in Leadership Development
Institute.
•Other Time Commitments: Yes, 2 times a year (on
average); 1 retreat, 1 conference/trip.
ORGANIZATION ADVISOR JOB DESCRIPTION
Performance Groups
Relationship to Group:
• Supervision of performances and related practices;
dress rehearsals, carry out duties as assigned by group
by-laws; serves as a resources on University polices and
procedures.
•Reserving facilities and making sure all performance
spaces are intact and working properly.
•Supervision of heavy equipment used as props.
•Beware of and assist organization in management of
financial obligations; approval of facilities request
Expectations of Advisor:
• Meetings: Per by-laws of individual group
•Advisor meeting 4 times a year
•Events: Advisor attends if the organization is using
University vans, or are going on a retreat away from campus,
or if the event is in an on-campus facility.
•Administrative Tasks: Signing University documents,
event registration forms, room registrations, budget
requests, membership roster/goals/progress reports. Assist
with developing and presenting annual budget to SGA.
•Leadership Development: Developing retreat plans;
encourage involvement in Leadership Development
Institute.
•Other Time Commitments: Yes, 2 times a year (on
average); 1 retreat, 1 conference/trip
ORGANIZATION ADVISOR JOB DESCRIPTION
Programming
Relationship to Group:
• Advisor supervises special events; serves as a
resource on University policies and procedures. Carry out
duties assigned by group by-laws and accompanies group to
conferences.
Expectations of Advisor:
• Meetings: Per by-laws of individual
organization.
•Entering into negotiations with agents reserving
facilities and making sure facility is in good shape after
event.
•Load in/load out of heavy equipment.
•Events: Advisor attends if the organization is using
University vans, or are going on a retreat away from campus,
or if the event is in an on-campus facility.
•Administrative Tasks: Signing University documents;
event registration forms, room reservations, budget requests,
membership rosters/goals/progress reports. Assist with
developing and presenting annual budget to SGA.
•Leadership Development: Developing retreat plans;
encourage involvement in Leadership Development
Institute.
•Other Time Commitments: Yes, 2 times a year (on
average); 1 retreat, 1 conference/trip
ORGANIZATION ADVISOR JOB DESCRIPTION
Political/Governmental
Relationship to Group:
• Supervision of special events, accompany groups to
conferences, serves as resource on University policies and
procedures, carry out duties as assigned by groups
by-laws.
•Reserving facilities/vans
Expectations of Advisor:
• Meetings: Per by-laws of individual group.
•Events: Advisor attends if the organization is using
University vans, or are going on a retreat away from campus,
or if the event is in an on-campus facility.
•Administrative Tasks: Signing University documents;
party events, room reservations, budget requests, membership
rosters/goals/progress reports. Assist with developing and
presenting annual budget to SGA
•Leadership Development: Developing retreat plans;
encourage involvement in Leadership Development
Institute.
•Other Time Commitments: Yes, 2 times a year (on
average); 1 retreat, 1 conference/trip.
ORGANIZATION ADVISOR JOB DESCRIPTION
Honor Organizations
Relationship to Group:
• Help initiation process, carry out duties assigned by
groups by-laws.
•Follow University policies, attend semesterly advisor
meetings.
Expectations of Advisor:
• Meetings: Per by-laws of individual group
•Events: Advisor attends if the organization is using
University vans, or is going on a retreat away from campus,
or if the event is in an on-campus facility.
•Administrative Tasks: Signing University documents;
event registration forms, room reservations, budget requests,
membership rosters/goals/progress reports. Assist with
developing and presenting annual budget to SGA
•Leadership Development: Developing retreat plans;
encourage involvement in Leadership Development
Institute.
•Other Time Commitments: Yes, 2 times a year (on
average); 1 retreat, 1 conference/trip.