For Counselors

College Counseling Cheatsheet: January 2022

January is a mixed bag of emotions, with so many of us returning to work after a welcomed holiday vacation. That said, January is not without its unique demands. That said, hopefully the January College Counseling Cheatsheet can provide some structure. This month’s cheatsheet suggestions does not begin until 10 January given that it seems many schools return fully by then. Enjoy!

The intention of the College Counseling Cheatsheet is to provide counselors with a 30-minute (or less) activity each weekday that a college counselor might do to improve his or her counseling practice. Furthermore, the monthly calendar is designed to be uploaded as a CSV file into your Google (or other) calendar so you can get reminders and even move the event to whenever you want within your busy schedule.

Here is the January 2022 Cheatsheet! Try it out, and give me some feedback! Did I miss anything? Do you have any good ideas to share? Any thoughts? See the bottom of the August 2020 Cheatsheet for instructions on how to download and use the Cheatsheet!


Behind the Curtain: December

This post is part of a series of monthly posts intended to assist a number of categories of educators with interest in college counseling. These monthly posts will provide a summary of the typical or recommended work of a college counselor, including providing a link to our monthly Cheatsheet, a daily task of 30-minutes or so for college counselors. In addition to these ideas and suggestions for those in the college counseling realm, they will also include some suggestions for those ancillary to this world, such as administrators, board members, etc.

December: The Highs & The Lows. 

In the realm of college counseling, the month of December, despite being truncated for most due to the holidays at the end of the month, can be one of the most precarious to navigate. With some major scholarship and US state school application deadlines to begin the month, things are closely followed by the release of many early action and early decision application results mid-month before -- again, for many -- sending students off on holiday ostensibly with plans for them to submit applications. This month combines a need for human management with a lot of the rote work of the job in a way that can be exhausting. At least one colleague refers to the week leading into the holiday break as the worst week of the year between helping students navigate acceptances, denies, and deferrals while also trying to get as much of the paperwork done so as to be able to enjoy some of the vacation. It’s a lot! 

What follows are some of the topics and concepts that are (or ought to be) on the to-do list of college counselors this month:

  • Communicate Availability. As college counselors, be sure to set a concrete plan for communicating your availability over your vacation. I have worked at schools with varying degrees of expectations, so it also makes sense to solicit approval from supervisors. A best practice is to use email away messages to indicate how an individual -- student, parent, alum, or university -- can proceed with contacting you and how long they may need to wait to receive a response. Then it is essential to communicate this proactively to your community. 

  • Contact Colleges. December is an important time to make sure that college counselors are connecting with college representatives. While many schools no longer do formal, traditional “counselors calls,” many will share lots of helpful information if you take the time to reach out and set up a call or a Zoom.

  • Tie Up Loose Ends. Track down those seniors and get them to report results and update those final college lists before the break. It is generally a good idea to submit regular decision materials within a time frame when you can ask the seniors to check. Be sure to track down results that you know have been released but perhaps not yet shared with you. 

  • Finish Starting Plans for After Break. While so much of our attention can be spent trying to get things situated to be able to leave for the vacation, it makes good sense to focus time on making sure that you are able to to return from break successfully as well. What plans can you put in place now for your return that will save you time over break or when you return?

  • College Counseling Cheatsheet. The Cheatsheet provides roughly 30-minute or less tasks that appear on your calendar each weekday and that are designed to improve your counseling practice. From tips to strategies to reminders, this can help you stay organized.

  • Seek help. Consider the ways that we here at Lamplighter might be able to assist. Take a look at what we might be able to offer

Suggestions for Admin:

  • Protect Counselors’ Time Off. This is a tricky topics for many schools as they seek to categorize counselors. Do they work over breaks? Is that an expectation? If so, do they get compensated for their reduced vacation time and expanded work year? (This is true for holidays as well as the June-August time period. Regardless of the policy, it is essential to communicate expectations clearly and then to stand by the expectations. 

  • Express Appreciation. It’s been a long semester! Let your counselors know how much you appreciate their work!

Be sure to let us know if you have any questions or suggestions. We are always happy to incorporate and share others’ feedback. 


College Counseling Cheatsheet: December 2021

Each year, December seems to sneak up on us. It is filled with highs and lows with the forthcoming early application results for many mid-month, followed (for most) by a holiday break. With so much on the calendar, hopefully the December College Counseling Cheatsheet can help!

The intention of the College Counseling Cheatsheet is to provide counselors with a 30-minute (or less) activity each weekday that a college counselor might do to improve his or her counseling practice. Furthermore, the monthly calendar is designed to be uploaded as a CSV file into your Google (or other) calendar so you can get reminders and even move the event to whenever you want within your busy schedule.

Here is the December 2021 Cheatsheet! Try it out, and give me some feedback! Did I miss anything? Do you have any good ideas to share? Any thoughts? See the bottom of the August 2020 Cheatsheet for instructions on how to download and use the Cheatsheet!


Behind the Curtain: November

This post is part of a series of monthly posts intended to assist a number of categories of educators with interest in college counseling. These monthly posts will provide a summary of the typical or recommended work of a college counselor, including providing a link to our monthly Cheatsheet, a daily task of 30-minutes or so for college counselors. In addition to these ideas and suggestions for those in the college counseling realm, they will also include some suggestions for those ancillary to this world, such as administrators, board members, etc.

November: A Deceptive Dichotomy. 

For a college counselor, November generally signals a certain return to calm after the chaos and turmoil of all that leads into the large November 1 submission deadlines for US schools offering Early Decision and Early Action. This time can be deceptively disarming, though, as there is plenty of work still to do. We like to think about it as a dichotomy in terms of work output. When a student has submitted his or her first application, the college counselor has completed 90-95% of the work that needs to be completed for any subsequent application; for counselors, the remaining work of submission, depending upon your software, platform, or process, is a matter of mere minutes usually. However, depending upon the remaining universities and their various and varying application requirements, the student may have only completed 50% of each remaining application! Complicating this is the challenge of getting high school students, with their still-developing prefrontal cortexes, to think and plan ahead about those remaining applications, especially those with deadlines far off in the distance. For college counselors, this tends to be the challenges of this time of year. 

In light of this, here are some of the topics and concepts that should be occupying the to-do list of college counselors this month:

  • Remaining Deadlines. Students tend to be motivated by deadlines, and there are still many coming up this month, with the University of California apps due in November, with schools like USC and Boston University with scholarship deadlines at the end of the month, and with all evidence suggesting international applicants to Canada and the UK needing to apply by the end of November. These applications still need counselor support.  

  • Motivating Student Applications. Despite the previous item, when students who have submitted applications for early November deadlines, it is often hard for them to think about putting time and attention into applications due later on in January (especially if an acceptance to one of those schools would obviate regular decision applications). Nevertheless, November is a month of working to get students to work on those applications. I have never heard a student admitted to an EA/ED school say, “I am really upset that I put time into those applications for schools I am no longer applying to,” and I have never heard a student say, “I am glad that I didn’t put time in earlier so I wouldn’t be in this jam now.” Conversely, mid-December is season for the student lament about not having put time in, and November is the time to combat that. 

  • Motivating Student Academics. After working hard to get grades to wherever they are and putting time into the application process, some students lapse in terms of their academic commitment in November. Of course, the students need our support and to be reminded that -- at most schools -- midyear reports will reveal any lapses. 

  • Plan B Considerations. At this point in the year -- whether a student has submitted applications already or not -- it is an essential time for counselors to revisit considerations of likelihood of admissibility and the back-up plan (Plan B). Especially if the student has submitted applications, it is important to recenter the conversation about expectations of outcomes; I have found many students overly focus on the perception of the advantage gained from early applications without fully acknowledging that they are not guaranteed admissions. As a result, students need to revisit all contingencies in regards to admissions results, seeking to augment or otherwise modify regular decision lists to support positive outcomes. While all college counselors embrace some variation of a list that supports such ends, few lists ever guarantee admission to a student, and so this is an important time of year to gently get students to think about what their back-up plan might be, whether a gap year or alternative pathways. Planting the seed now, in my experience, can help later on.

  • Finalizing School Documents. Because of the release due to the completion of the work leading to November 1, it can be easy to forget that there is still plenty of work to be done, especially for those students who have not yet applied. Counselor recs, transcripts, teacher recs and the like all still need to be completed, and carving time out this month helps. I have heard of many offices around the world that use the beginning of the US Thanksgiving holiday as the deadline for all internal work so that counselors might use that holiday break for some relaxation before the final push in December.

  • Preparing for December. The week leading up to November 1 deadlines is considered by many to be one of the most stressful weeks of the year for counselors; the week (sometimes weeks) heading into the December holidays is considered by others to be one of the worst weeks. That time is coming. While the challenges of those weeks are dependent in large part upon school culture, there is much counselors can do to prepare for these weeks and, in particular, be ready to provide as much student support as possible. 

Suggestions for Counselors:

  • Engage Parents. November is a great time to tap into the parent community, especially in preparing for December but also in seeking support for students in regards to maintaining motivation with applications and academics. 

  • Seek Student Reflection. While November provides its own set of obstacles and challenges and work, it is a great time to get seniors to take some time to reflect on their own plans and purposes. This is a great time to crack out your Maslow and get students thinking about why they are making the choices they are. Simple written reflection makes a difference. 

  • Framing Conversations. While many counselors are anxious about contributing to the stress or panic of already stressed seniors by making them consider what might happen if they do not gain admission to a university, this conversation can productively be framed as an opportunity. Instead of “what will you do if you don’t get into college?” sounds and feels very different from, “how would you choose to spend the next year of your life if you had no expectations placed upon you?” Of course, this latter question might not be effective for every student, but the reframing is the important part. I’ve been successful as well with asking students what they might do if their dream school (favorite school, etc) told them that they must take a year off. 

  • Continue Thinking About Juniors. While the dichotomy of work as mentioned above in the introduction occupies so much of our mental process, this pertains only to the current batch of seniors in their final year. We often begin to work in earnest with the juniors after the holiday break, and now is a great time to begin putting plans in place (and avoiding trying to do so in December). 

  • College Counseling Cheatsheet. The Cheatsheet provides roughly 30-minute or less tasks that appear on your calendar each weekday and that are designed to improve your counseling practice. From tips to strategies to reminders, this can help you stay organized.

  • Seek help. Consider the ways that we here at Lamplighter might be able to assist. Take a look at what we might be able to offer

Suggestions for Admin:

  • Express Appreciation. Find ways to let your counseling team know it is appreciated! Counselors certainly do not do the work we do for recognition, but feeling seen, especially if your school has a large November 1 contingent, goes a long way. However your school allows you to do so, tokens of appreciation are well-received now. 

  • Clarify Holiday Expectations. Looking ahead to the holiday break, it is important for leadership to protect counselors. Each school is different, and the expectations vary; however, this is important. Leadership often wants to let counselors determine what their work commitments will look like over holidays, but, in my experience, this does not help and shifts the burden on counselors (and our bleeding hearts) to establish practices that are not necessarily healthy. Conversely, it is not helpful for leadership to dictate rigid practices that cannot be met; I worked at one school where the head indicated that counselors were not to be working when classes were not in session, end of story. While, depending on your school culture (especially vis-a-vis parent expectations), it can be very helpful for leadership to be the voice explaining counselor availability over holidays, I have seen this work best when there is a mutually agreed upon policy. One way to approach this conversation, particularly if there has never been a policy or if the counseling team is new, is to have a pre-mortem: what are the worst things that could happen over this break, and how would everyone around the table want them to be handled? Now is the perfect time to work through this conversation so as to be able to communicate it ahead of time.  

  • Encourage Reflection. The life of the counselor throughout the month of October is often chaotic (remember “Suck-tober” or “Rec-tober” as some call it). When we are existing in such a moment-to-moment frenzy, we can often lose perspective. November is a great time to refocus and to look backward to learn. Getting counselors to reflect on their experiences is often a great way to learn how they might do things differently (better) in the future. This is a supportive and encouraging conversation to have with leadership. 

Be sure to let us know if you have any questions or suggestions. We are always happy to incorporate and share others’ feedback. 

College Counseling Cheatsheet: November 2021

For so many of us, November is a welcome month when the craziness of the build-up to November 1 deadlines has abated some. That said, there are some really great ways in which you can use your time well this month. And hopefully the November College Counseling Cheatsheet can help!

The intention of the College Counseling Cheatsheet is to provide counselors with a 30-minute (or less) activity each weekday that a college counselor might do to improve his or her counseling practice. Furthermore, the monthly calendar is designed to be uploaded as a CSV file into your Google (or other) calendar so you can get reminders and even move the event to whenever you want within your busy schedule.

Here is the November 2021 Cheatsheet! Try it out, and give me some feedback! Did I miss anything? Do you have any good ideas to share? Any thoughts? See the bottom of the August 2020 Cheatsheet for instructions on how to download and use the Cheatsheet!

Sacred Cows & The Borrowed Lens

Although I’ve been involved in the process of creating college counseling programs or updating/renovating them for many years, this year has felt a bit different as I’ve undergone this same endeavor. The onset of COVID along with new technology has coincided within the particular work that I do -- and love to do -- in a way where I’ve become aware of the fact that, for whatever reasons, my old approaches weren’t going to work anymore. At least, without getting into too much detail, they were not seemingly going to be as effective. Consequently, I’ve sought outside inspiration, and I’ve found a few approaches that have worked really well for me in the ideation and implementation of change. Interestingly enough, a couple of them result in a challenge to many of those sacred cows within college counseling and college admissions, those components or practices that are typically seen as being beyond reproach. As such, I hope to share one of these approaches here. 

The Borrowed Lens. In this way of thinking about your work within college counseling -- and thereby potentially challenge some of those sacred cows -- the thought exercise is to consider the way a particular brand, often ones completely unrelated to our industry, might approach your work. So, for example, how would Apple approach college counseling? One argument might be that they would focus on ease of use and crisp, clean presentation. How does that translate to college counseling? What comes to mind to me is clear, consistent branding on all documents. Maybe also some big, celebratory presentation phenomenon. As for sacred cows, maybe the Apple approach to college counseling involves bulleted (“organized narrative”) style letters of recommendation. Or, in another example I’ve recently learned of, consider the Spanish apparel company, Zara. As I have recently read, they do not design their own clothing but instead imitate that which is already popular in the fashion world. What might the Zara approach to college counseling be? Perhaps it would be seeking functional programming applied elsewhere for adoption and imitation. Maybe this is a matter of looking at transcripts differently. Maybe it is school profiles. Maybe it is an internal process. As an idea, I know of at least one school where the counselor reference is written by a committee of faculty members. Sacred cow? The idea here is to periodically take on the lens of other companies. What would Nike do in our industry? Google? Ford Motor Company? Airbirds? Starbucks? Spotify? Or think more locally! What would your local bakery or car repair guy or florist do with your office or work? 

I want entirely to give credit where credit is due. This idea was introduced by Robyn Jackson’s book Stop Leading, Start Building, although I’m sure I’ve seen it referenced elsewhere as well. 

College Counseling Cheatsheet: October 2021

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October is when so much of the work of college counseling comes to a head: early apps, transcripts, first quarter grades, lists, etc. Many refer to this month as “Suck-tober”! Hopefully the October College Counseling Cheatsheet will help you out

The intention of the College Counseling Cheatsheet is to provide counselors with a 30-minute (or less) activity each weekday that a college counselor might do to improve his or her counseling practice. Furthermore, the monthly calendar is designed to be uploaded as a CSV file into your Google (or other) calendar so you can get reminders and even move the event to whenever you want within your busy schedule.

Here is the October 2021 Cheatsheet! Try it out, and give me some feedback! Did I miss anything? Do you have any good ideas to share? Any thoughts? See the bottom of the August 2020 Cheatsheet for instructions on how to download and use the Cheatsheet!

Presentation: Teacher Letters of Recommendation

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A couple weeks back, I had the opportunity to work with the faculty at my school on teacher letters of recommendation during a professional development day. To be clear, the letters these teachers write are simply fantastic, and so there was not a huge need to educate. Instead, this was an opportunity for teachers to brush up on their letter-writing and maybe pick up a new trick or two. As such, we put together this quick and easy slide deck on writing letters, a basic primer. After about a 10 minute presentation and 5 minutes of Q&A, we got the teachers writing, and almost all of them finished a letter in our hour together. Hopefully there’s something worthwhile for you to pick up here, too!

Presentation: Student Wellbeing for the Application Season

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Last week, several university colleagues and I had the distinct honor of having been asked to present to a consortium of 5 schools in Mongolia as part of their college application “kick off” event. My presentation was entitled “Student Wellbeing for the Application Season - Timelines & To Do Lists along with staying sane.” For the presentation, I pulled together a host of different tips, tricks, and hacks that have worked for me as a counselor and that have worked for my students. Here is the PDF of the slide deck! Hopefully you might find something worthwhile to borrow!

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Behind the Curtain: September

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This is the first in a series of monthly posts intended to assist a number of categories of educators with interest in college counseling. These monthly posts will provide a summary of the typical or recommended work of a college counselor, including providing a link to our monthly Cheatsheet, a daily task of 30-minutes or so for college counselors. In addition to these ideas and suggestions for those in the college counseling realm, they will also include some suggestions for those ancillary to this world, such as administrators, board members, etc.

September: Drinking from the firehose. 

Whether the school year begins at your school this month or not, September is a busy time in college counseling offices. While catching up with the seniors and laying plans for how best to support them, college counseling offices are trying to provide information and support to a wide array of different constituencies: faculty writing recs, anxious parents, worried new students, eager younger students, etc. And there is plenty of work to do, which makes September feel like drinking from a firehose. 

Here is a swath of the items that might be on the docket:

  • Set the programming for the year. College counseling offices need to set and communicate deadlines, policies, and expectations for the entire year. Everything from when and how teachers must submit their letters of recommendation to how students request transcripts. Much will be the same as previous years, if you are lucky, but each needs time and attention. 

  • Transcripts. The official record of academic achievement — the transcript — needs to be revisited for the seniors. Different schools have different practices about transcripts and sharing, but it is generally a good idea to allow seniors to see — and to double-check! — their transcripts. Also included here is what can be the cumbersome practice of tracking down transcripts for students who were not enrolled at your school for all four years of high school. 

  • Senior focus. The seniors (and their parents) require a lot of attention in the early going. With all that is going on this month, it is important to prioritize seniors.

  • Junior courses. While it is wise to do as much with the juniors before the start of the school year, it is common for college counselors to be pulled into conversations about course selections with juniors. What works? What is not working? What fits? What might they require given their university aspirations? How do their choices impact options later?

  • Parent meetings. Parents often want to meet with a college counselor early in the academic year to seek counsel on how best to support and direct their students in the name of university applications. Sometimes these are individual meetings, but often these manifest as evening presentations. 

  • Early applications. Some seniors are already gearing up to submit applications. Perhaps most notably, UK medical and veterinarian applicants as well as applicants to Cambridge or Oxford will have October 15 deadlines. (And in other years, sometimes the deadline to submit to be eligible for international interviews is even earlier!) 

  • Broader Communications. College counseling offices also want to provide information to all of their constituencies as they might need it. These constituencies include each grade level, parents, faculty, administration, boards, etc. Providing information is a recurring theme throughout the beginning of the academic year. September tends to be a time for a reflection on the previous year while also providing updates to the administration and school leadership. Additionally, this is when the college counseling office needs to update the School Profile and reach out to university representatives to schedule visits (on-campus and/or virtual). 

  • Teacher Recs & Trainings. Particularly for the current seniors, the month of September is time to set deadlines for teachers to submit their letters of recommendation in a time and manner so that the college counselors have the opportunity to review them and provide feedback.

  • Counselor Letters of Recommendation. While things are certainly busy in September, a top goal for college counselors is always to get started on their own letters of recommendation. Given the whirlwind of other duties and responsibilities, their recs can often find themselves taking a backseat and then later relegated to evenings and weekends. Still, we all always try to get them done ahead of time!

  • Essay Review. September is also a time for beginning essay review with students, particularly those with application deadlines in the first semester. It is time-consuming work but better done now than later, and so much effort is often expended in motivating students to find the time to get this work done. 

This being the first monthly “Behind the Curtain” post, I wanted to introduce the closing sections here. After providing an outline of the duties, tasks, and responsibilities within the college counseling world in a bite-sized approach so anyone can follow, I provide some suggestions for counselors and for admin who support the counselors. Here goes!

Suggestions for Counselors:

  • College Counseling Cheatsheet. Over the past several years, we have been developing the Cheatsheet, which are typically 30-minute or less tasks that appear on your calendar each weekday and that are designed to improve your counseling practice. These include everything from reminders to more advanced guidance to some unique tips. 

  • Time Management. During this time of year for the college counselor, time management is essential. I’ve recently shared some of my own practices in a blog post here. Manage your time to conserve your energy and to preserve your sanity!

  • Take care of yourself. Suffice it to say that when work is chaotic and bordering on overwhelming, it is essential to take care of yourself! Carve out time from each day to do things that you enjoy and that bring you peace and calm. 

  • Seek help. Whether you are a seasoned veteran, a mid-career counselor, or a rookie, remember that you do not have all the answers and seek assistance. One of many possible suggestions is to consider working with us here at Lamplighter. Take a look at what we might be able to offer.

Suggestions for Admin:

  • Provide focus. It tends to benefit college counselors when leadership is narrow in its provision of direction. For example, I have always found it helpful when my supervisors have championed a fundamental focus on the grade 12 students at the beginning of the school year, reminding me and my team not to worry about the other grades or constituencies until the seniors are well-situated with their college applications. This sort of support is invaluable.

  • Alleviate distractions. Similarly, affording the college counseling office the time to get their letters written (on top of everything else) can provide terrific assistance. Excusing the college counselors from additional responsibilities or meetings can often be enough. 

  • Express appreciation. No counselors I know do the work we do for recognition, but when leadership is aware of the chaos and turmoil of our work during this time of year, simple expressions of appreciation go a long way!

Be sure to let us know if you have any questions or suggestions. We are always happy to incorporate and share others’ feedback. 

College Counseling Cheatsheet: September 2021

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September is like drinking from the firehose in the college counseling world. More on that later. However, it is our hope that this month’s cheatsheet will help keep you on track!

The intention of the College Counseling Cheatsheet is to provide counselors with a 30-minute (or less) activity each weekday that a college counselor might do to improve his or her counseling practice. Furthermore, the monthly calendar is designed to be uploaded as a CSV file into your Google (or other) calendar so you can get reminders and even move the event to whenever you want within your busy schedule.

Here is the September 2021 Cheatsheet! Try it out, and give me some feedback! Did I miss anything? Do you have any good ideas to share? Any thoughts? See the bottom of the August 2020 Cheatsheet for instructions on how to download and use the Cheatsheet!

Starting New

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During this past summer’s virtual College Board Summer Institute, I had the opportunity to share my thoughts on starting at a new school or in a new position. I have also had the opportunity to experience the start to a transition to a new school myself this summer. As such, I wanted to share a couple thoughts and takeaways.

First and foremost, I strongly recommend The First 90 Days by Michael D. Watkins. Some of the book is focused upon the business world, but so much of it is wonderfully applicable to any sector but especially, in my experience, to education. 

Here are some takeaways from my presentation…

  1. Put time into planning. Carve out time to plan out your transition. This will not happen on its own.

  2. Buy yourself time to understand culture. So much of any transition is dependent upon the culture of the school, so it is essential to make time and to put in effort to understanding culture.

  3. People. Mentors. Allies. Relationships. Find people to support you in your transition. Don’t only rely upon those assigned to you.

  4. Live the growth mindset. Be positive, open-minded, and reflect on those times when you feel yourself reverting to a fixed mindset.

  5. Establish new routines. Make new habits and establish new ways to go about your days. 

  6. Maintain old routines and relationships. Keep some of what is familiar and be deliberate and intentional about maintaining contact with your people from your previous post.

  7. Over communicate. Make sure you let others, especially those with whom you work closely, know what you are up to and how you are spending your time and how you are feeling.

  8. Expect that it will be difficult and be kind to yourself. Above all, make sure you are finding time for you and to take care of yourself. 

While these pointers have been instrumental in my experience — positively when I’ve actively adhered to them and negatively when I’ve neglected them — I’ve subsequently encountered this article in the Harvard Business Review on credibility. In starting any new position or role, establishing trust among your colleagues and constituencies is essential. While the article focuses on the particular context of individuals with no experience, it strikes me that none of us have experience with the aforementioned culture when we begin our new roles, and, as such, the advice seems germane.

  1. Leverage your research skills. Get to know your work, your colleagues, your school, the history, the culture. Research means a lot of things, but it all helps.

  2. Identify (and embrace) your specific contribution. Sometimes we enter roles knowing what is expected of us and having been hired based on a particular skill set. If you know this, be sure to stick with that. If you do not know this, either ask your supervisor or reflect on what you think you are best at and how you can make a difference.

  3. Volunteer willingly. Get involved. Don’t compromise your own wellness or mental health, but get involved as much as you can. This will make it easier for people to know you and for you to grow your perspective and understanding. (And it is a form of research!)

  4. Manage your workload and communicate proactively. Again, be committed to your own sanity and wellness; however, it is important to set parameters about what you will NOT do and work that you will not (or not yet) take on. And then be sure to communicate this with others, especially those with whom you will work closely.

  5. Work to build a network of close relationships. Meet people. Ask to be invited to meetings. Ask to observe. Invite others to meet. Get to understand others perspectives of your work, office, team, role, etc. 

As I work to transition into my new role, all of these things are at the forefront of my mind. I’d love to hear others’ thoughts. Send me an email!

My Time Management Strategy

Last week I had the privilege of helping to run the College Board’s 2021 Summer Institute for International Counselors, a virtual reboot of what has previously been an on-campus, in-person event. While disclosure agreements prevent my sharing the slide decks, recordings, and the like, I do hope to share some takeaways from my end. 

A colleague and I led a session that shared a thematic approach to establishing a college counseling curriculum and then what an annual timeline might look like for a college counseling office/program. At the end, in the final few minutes of the session, I shared a few thoughts about how I personally go about managing all of these competing pieces of the puzzle, the workload of the college counselling life. The number of emails I received about this little bit was surprising, and so in response to the many requests, I wanted to flesh out a little bit more of what works for me to manage the demands of the job. 

I want to begin by sharing a few guiding principles that have helped me shape my approach. However, first, I think it is essential to start with the fact that what works for me might not work for you! Of course, we all go about our jobs in our own ways. I’ve come to my current practice through years of trial and error, but hopefully there might be a tip or trick here or there that might work for you! That said, it makes sense to think of what parameters, objectives, and goals are most important to you as you do your work. Here are some of mine that guide my approach:

  1. I prioritize keeping my work within the work day. I don’t want to bring work home when I can help it. Time management at work has become such an important part of my ability to be present for my family. Of course, I do sometimes need to break this commitment, but the occasions are more the exceptions than the rule for me. As such, I do try to cram as much into my work days as possible.

  2. I prioritize face time with students. Ultimately, the best way I can spend my time at work is by being present for my students and their families. By managing my time effectively, I feel that I am able to be there for them whether through planned meetings or for last-minute, more urgent needs. 

  3. I prioritize calmness. The college process can elicit stress in my students and their parents, of course, and so by managing my time effectively, I feel that I am able to maintain a sense of calm and not contribute to their anxiety and, if anything, counterbalance some of the chaos. My being on top of my work affords me a great deal of composure, especially when things don’t go as planned. 

So, in light of these fundamental premises, I have cobbled together over the years a time management strategy that works for me. What follows are a few of the salient points that I think others might find beneficial… and certainly the ones that I heard from colleagues through the CB presentation about!

  1. Pomodoro Technique. Learn more about this approach here. Long story short, this is an approach to productivity where you set a timer and focus intently on one task for 25 minutes, followed by a 5-minute break before starting another 25-minute “pomodoro,” so named allegedly after an old fashioned tomato timer. (I use this online timer to keep me honest.) I find that this scaffolding works incredibly well for almost every task and can be adjusted as needed to fit between the various immovable meetings and appointments of the college counselor’s day and week. Seldom am I able to string together more than 2 or 3 rotations in a row, but I am able to book my days accordingly, and I feel the boost in productivity.

  2. Timeboxing. Again, read more about this one here. Essentially, this is an alternative to the to-do list. As such, instead of maintaining lists and trying to squeeze in the time to do things in between meetings throughout your days and weeks (which, for me, inevitably resulted in lots of evening work), this is a practice whereby if I need to get something done, I put it on my calendar. For me, I block off 25-minute, Pomodoro-length appointments with myself for every task that needs to be done. When I know something will take longer than 25 minutes, I will book more than one time slot in advance, but most of the time, when a 25-minute span is done and I am not completed with the task, I merely just create a new appointment with myself later in the day or week. One thing that I have found is that as a result of this practice, I am able to more accurately judge how long something will take me to complete. For example, I know that — when I am in possession of all the accoutrements such as transcripts, questionnaires, essays, etc — I can write a near-final draft of a counselor letter of recommendation in 2-3 Pomodoros. 

  3. FedEx Days. This is a real game-changer. I’ve been doing this for probably 15 years after first encountering the idea in Jim Collins’ book From Good to Great, I think, but here is a summary of the concept from Dan Pink, of whom I am a huge fan. Essentially the idea is to devote 20% of your time for unstructured work with the research showing that productivity and creativity are boosted. Throughout the months of August through December, I have religiously blocked off one day per week to be free of meetings and other engagements (as best as possible) in order to focus on writing those letters of recommendation. So aside from unanticipated or relatively urgent unplanned interruptions and pre-scheduled periodic meetings, I select one day per week to chunk up into Pomodoros to write letters of recommendation (and do various other tasks). Throughout the rest of the year (January through June), I find that I am able to use these days more for that essential creative and productivity work that the concept is so well-known for, from writing to preparing presentations to innovating programming and curriculum. One huge benefit that I have found is that when I do not take FedEx days and I am trying to squeeze writing (and everything else) in between meetings with students or other commitments, I have a hard time meeting with more than 5 or maybe 6 students in a day. I am just too frazzled, and I get really exhausted. However, when I have this one day per week to really focus on writing recs (or to do other work), I am able to meet with 12 or more students on those other days without a problem. As such, by sacrificing one day per week in one sense, I am able to be more attentive to my students. In this way, though I have been transparent with this approach with each boss/supervisor I’ve had, I have never faced any pushback at the outset or negative feedback later on.

  4. Calendly. There are a number of other applications out there, but I have long been using Calendly to allow people to book directly into my calendar. Of course, this requires some careful maintenance of your calendar, but the various features of Calendly allows me to send a link to people (and to include the link in my email signature) to allow people to see common availability and to book directly. I found that it is an enormous drain of time on email to go back-and-forth with students, colleagues, college reps, parents, etc trying to book meetings. Especially when navigating time zone differences, sending off a link and inviting people to book directly saves a ton of time. I tend to offer 15-minute and 30-minute meetings open to the public, but I have hidden meetings for college reps and parents that I can modify to be outside of office hours, if need be, and the number of which I can limit per day. (For example, when scheduling hour-long family meetings, I limit them to just 3 per day so as to maintain time for the other things I need to do.) There is also functionality to choose where a meeting takes place, either in person or through Zoom, Google Hangouts, etc. And I love the features that automatically send reminders and follow-up emails. Each time I use it, I seem to learn of new bells and whistles. Again, others have recommended other software, but I’ve never explored any others because of how satisfied I’ve been with Calendly.

  5. Calendar Grooming. This is perhaps the biggest lesson I’ve learned with this approach: while it makes me servant to my calendar, I am willing to make that sacrifice to commit to the guiding principles above, especially affording me more time with my family; however, it requires constant vigilance in maintaining and grooming my calendar. Additionally, it requires that everything gets booked, including calendar grooming time and more menial tasks like checking emails. Still, it has become a habit. For me, what works is that at the beginning of the week, I go through and map out my week, placing in my Google Calendar everything I need to do for the week in 25-minute appointments. (For more pressing items, I list them as “busy” so I cannot be double-booked by Calendly, while others are marked as “available” so students can still book meetings. Additionally, I mark most everything as private so my daily to-dos are not for public review.) I have a handful of tasks that I do on a weekly basis that I set as repeat calendar events, all at 7pm on Sunday nights, so when I get to work on Monday morning and it is time to plan and evaluate my calendar for the week, I just drag them to wherever in the week works best. I do this again for the following day as the last thing before I head home each day; this way I have a concrete plan for what needs to be done the following day, especially if things that I had planned to do didn’t get done and in light of any new meetings that have been scheduled in the interim through Calendly or otherwise. 

One thing that this plan has given me a new appreciation of is how I spend my time. For example, I color-code my work, and it allows me to see generally what I’m putting time into. I use orange for meetings with adults and yellow for student meetings; I also use green for work-related tasks. In looking through a given week, I can see pretty clearly whether I am remaining committed to my goal of prioritizing student attention. This sort of focus is more consistent with social-emotional counseling, which tends to track minutes spent. This can be helpful when articulating needs to supervisors, such as perhaps when making an argument for additional counselors, etc. 

I mentioned this previously, but this approach gives me a great sense of how long different activities take me. In really focusing in on one task at a time, I’ve found that I don’t need 25 minutes for everything I do, so I’ve taken to grouping things together. For example, first thing every morning is sometime like “Groom Calendar, Check Email, and Prepare for Meetings,” a time during which I get myself situated for the day and handle emails. These began as three separate 25-minute duties, but over time they merged as I realized I didn’t need all that time.

One final word about this approach for me is that commitment to calmness from the guiding principles shared at the outset. It is certainly possible to become too zealous in keeping to the planned schedule for the day, and it can result in a sense of inaccessibility to students who sometimes have immediate needs, not to mention colleagues, etc. What I have found is that this approach actually allows a great deal of flexibility for me; when sometime comes up, since I know what is essential to get accomplished in the current day, I can move things around easily and bump to later in the week those things that are less urgent. 

Again, hopefully there is a pointer or two here or there that might help you with your work or that you might try out. In chatting with a friend about this, he pointed out that all of these tips would work for people not in college counseling or even education as they apply well to other industries and domains. That said, he also reminded me that these are also effective tactics to teach our students! And, of course, I have tried to find ways to teach these approaches in my work with kids, lest that point be missed.

Finally, as I shared at the outset, what works for me is not guaranteed to work for you! I don’t claim to be providing the end-all, be-all of time management for college counseling, but maybe something works for you!

If you have thoughts or feedback on these or other tips that work for you, I’d love to hear them!

Valuing Student Satisfaction with Outcomes

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A point of objection! 

In response to the recent series of posts, a colleague (who does not work in the college counseling domain but who is a parent of a recent high school graduate) wrote to articulate a welcomed, contrary point. His argument is that the previous post on student satisfaction suggested that we discredit a student’s perspective on their outcome. His interpretation was that the argument is that students don’t know enough about what is reasonable for any examination of their satisfaction with outcome to be worthwhile. Articulating his experience as a parent, he felt that his recent graduate would have answered the outcome question with a very low level of satisfaction. As he shared, his son had a dream school from the very beginning, and, in working with his college counselor, he was led to believe that this was an appropriate fit and a place where he had a legitimate chance of earning admission. Accordingly, the counselor assessed his chances as “reach” (where “far reach” indicated a remote if non-existent chance) and never disabused the student of his chances. Then, when he was not offered admission, the counselor sought to assist the student in moving on to consider his other options by acknowledging that he “never really had a chance, as we both know.” This came as a crushing and upsetting blow to the student and the parents. 

So, this colleague was expressing his belief that not asking this student this question about his satisfaction with outcome -- especially in light of the fact that he would probably have indicated a far higher level of satisfaction with process -- would avoid gathering information about this scenario. His contention is that we should ask the question because there is counselor accountability when a student and/or family does pursue an unrealistic goal. Our job in part, he shares, is to educate and to inform so that students and families adjust their expectations and account for an understanding of reasonable outcomes. 

The point is a good one! That being said, I don’t agree with the perspective that we should not ask students about their satisfaction with outcome. The school that I referenced was questioning whether or not to continue the practice in the future based on their experiences with it. However, I think that the more information gathered, the better. Additionally, I feel that this is an important question to ask free of the guesswork that anonymity would provide. Put differently, this question is important to understand in context. On one hand, I recall a student who was admitted to a hyper-selective institution where he had applied early who then gave the highest marks for process but the lowest for outcome: he felt railroaded toward that particular place by his parents and never really wanted to go there. On the other hand, I recall plenty of students who were unmoved by my explanation of there being little to no chance of admission and persisting with the application process and with the school being the top choice. And, of course, there are dozens of other situations where the context matters in understanding the situation. Effective growth and learning comes from each. The first example led me to think long and hard about how I might have worked more closely with the boy’s parents while the second led me to reflect on how to diversify my tactics and strategies for trying to shake a student from being fixated on a far reach… and also to reflect on where the line exists in my practice between informing and influencing! Is it even actually my role to convince such a family or merely to provide the professional assessment and recommendations? 

In any case, student satisfaction, in my opinion, is an important part of the dashboard approach, which we will examine more carefully soon. I have appreciated all of the rigorous and invigorating discussions surrounding this thread of posts. Keep it coming!

Accounting for Student Satisfaction

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A relatively quick post this week, here at the end of the school year with a lot of moving pieces and things to do… 

In consulting with a school looking to implement a student college counseling survey (probably a post for the future!), it was shared with me that part of their motivation was the feedback provided in other, anonymous surveys that students were not overly satisfied with “the results” of recent graduating classes. This meant that the surveys reflected an anonymous desire for graduates to end up at “better” universities. The college office felt some pressure, and so they sought to examine this more closely. 

That being said, the undertaking smacked of yet another example of a disconnect between data points thought to relate to college counseling and an understanding of root causes.

First, the survey referenced asked a general question of all students about their satisfaction with the college process and outcomes. It did not ask students to comment on their own processes and outcomes. In this way, the question solicited an overall sense of things. Additionally, the survey went to all students, including students who had not yet entered the college counseling process in any formal way (at this school, grade 9 and 10 students). As such, the question itself seemed designed to reflect more of a reputational, “word on the streets” sort of metric. Certainly, it did not reveal anything concrete or quantifiable. As one of the counselors put it, “we are asking grade 9 and 10 students to provide an opinion on a topic that we have not taught them about yet.”

In light of this, the college office made a number of decisions in regards to their own student survey:

  • They decided for it not to be anonymous so they could understand the specific responses within each student’s specific context; the other question from the other survey would remain, though. From their thinking, this would allow them to understand student perceptions.

  • They broke down their survey questions into two parts: one focusing on process and one focusing on outcome. In regards to the process section, they asked several questions asking students to reveal their level of engagement and benefit from different elements of their programming from the time spent in classes, to the time spent in individual meetings, to additional programming. Then they asked students to reflect on their individual satisfaction of their overall process in a Likert-scale evaluation. A similar process ensued for the outcome part, with some initial questions about their outcome before a direct request to evaluate their overall satisfaction with their outcome. The team there thought that this would allow them to see the juxtaposition between process and outcome, honoring the reality that outcome is largely outside of anyone’s control.

  • Finally, the office spent a great deal of time in deliberation about who should receive the survey. In the end, they decided to ask the survey of all grade 11 and grade 12 students at the end of the academic year (June). They had begun the process with all grade 11 students in January, and so things were well underway with that group, and with most of their graduates headed to North America, the vast majority were concluded with their process at the time of the survey in grade 12. The one adjustment between the two grade levels was not to ask the outcome questions of the grade 11 students, although the process questions remained. From their perspective, the college office wanted to hear from seniors when as many had completed their process as possible but also from juniors at a time when they might adjust their tactics to better support students mid-process.

They rolled out their survey in recent weeks, and then we enjoyed a robust conversation about the real value of student satisfaction with outcome. What they discovered is that they received tremendous feedback about their process and the ways students felt that the process might be improved. 

However, the outcome results, they found, were entirely dependent upon a number of variables outside their control. For instance, they shared examples of students with low outcome satisfaction who were disappointed that they did not get into their dream school, which was far outside of their ability to gain admission; students who felt forced to go to one institution because their parents or finances dictated as such instead of another place they preferred; recruited athletes who did not end up being recruited by the level of school they had hoped for; and so on. 

For their part, the office feels now firmly in possession of data and metrics to support their programming and also the adjustments they are moving forward with making to better support their students. They certainly feel able to articulate a response to any doubts suggested by the separate, anonymous survey.

In the end, the office concluded after this first year of surveying that they needed to revisit whether they would even continue to ask the outcome satisfaction question given how unhelpful the results were. Looking ahead, they next plan to roll out a similar survey to parents. However, again, understanding what satisfaction means is a tricky business and one that requires a great deal of examination and thoughtfulness.

Reflecting on the Matriculation List

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One point that was made a few times over the past few weeks in response to the various posts and conversations on metrics is the central case of seeing matriculation lists as reflective of the “quality” of a college counseling office. This is a common pitfall, it seems, made by people from all quarters: students, parents, admin, and even counselors.

The matriculation list -- the listing of where your graduates are headed to university -- was articulated as being a “seminal case” by one colleague because, as they framed it, a given school’s matriculation list for a certain year is a complicated constellation of factors, most of which are completely outside the control of college counselors, even though the counseling office faces scrutiny for the list. Furthermore, several pointed out that the matriculation list is the perfect case in point to put forth the value of the dashboard, a series of metrics that might more accurately reflect the work of a counseling office. Still, others will point out that the matriculation list, even when reflected as a series of metrics and data points, largely avoids the value add of the college counseling office. At best, this perspective holds, a dashboard might reveal more context about why the students were able to be admitted to and perhaps chose to enroll at certain universities. 

One perspective of the matriculation list is that it really is a reflection primarily of GPA and standardized testing (particularly SAT and ACT), in line with the annual NACAC report. However, the college counselor has no actual control over these elements. Additionally, others would point out, the matriculation list reflects subtleties of parental income and legacy status, not to mention other hooks or talents (e.g. sports, arts, etc). In this way, in order to more fully understand a matriculation list, seeing things like a GPA distribution as well as average SAT/ACT scores, correlation of financial aid applications, and denotation of other hooks would provide more context. Putting them on a dashboard where all of these elements might be seen at the same time could arguably aid in understanding a high school’s list, but, again, these elements are not ones that counselors can exert influence over. 

Instead, the matriculation ends up being touted as a reflection of the value-add of a school when so much of the matriculation list has little to do with the function of the school, let alone the counselors. Nevertheless, counselors are often called upon to defend their work and programming in light of the outcomes. This is a similar concept in regards to evaluating rankings. For example, some schools will examine how many students/graduates were admitted to or are enrolled at “top 50” schools, according to one ranking or another. At one point in my career, I was compelled to evaluate the “ideal” matriculation list for my school, which was a request to produce a matriculation list comprised of the highest ranked school that each student was admitted to, whether or not they chose to enroll there. For example, if a student was admitted to the #15-ranked school according to a particular ranking but chose to attend the #22-ranked school, this list included the #15 (even though, for example, the student chose the lower-ranked school because their program of interest did not exist at the higher-ranked place). 

A recent New York Times article by Ron Lieber has stirred up some controversy around this topic. It is certainly worth the read. In light of this, the matriculation list, as Mr. Lieber’s article explores, is often seen as a reflection of the work of the college counseling office or of the quality of the education when it, as Emmi Harward is quoted as saying by Lieber, really reflects “multiple, untellable stories that communities are co-opting into their own achievements.” As one colleague wrote, “I’m not sure who needs to hear this, but, as a counselor, I have as much control over the matriculation list as I do the weather.” 

So, while it might be true that a more diverse set of factors on a dashboard could provide greater context for the matriculation list, it is nevertheless a reflection of a number of factors difficult if not impossible to represent. Certainly, though, the matriculation list has very little to do with the efforts and work of the college counselor, which is ultimately the purpose of this piece. 

More soon on some other metrics and some thoughts shared by colleagues. If you have any ideas to share, please post below or write to me privately!

On Indicators…

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These recent posts on levers and dashboards have been fun in that they have drawn a slew of responses, additional insights, and quite a bit of empathy from similar situations. It is always great to engage with others on these sorts of things away from a conference… 

In light of this, I wanted to share this relatively quick, short post in response to a couple questions and comments. 

I received a few messages surrounding indicators, mostly around the differences between the leading and trailing (or lagging) varieties. So, first from a position of definition, leading indicators are measurable metrics that anticipate/predict a change or type of outcome. For example, hours spent studying might be a leading indicator predicting performance on a test. On the other hand, trailing (or lagging) indicators are those that are really outcome based. For instance, in the previous example, the score on the test would be a trailing indicator. From the perspective that this series of posts is advocating, the “dashboard” would be a host of different metrics, some leading and some lagging, providing a robust, multifaceted perspective on a college counseling program. 

It is certainly a worthwhile endeavor to take some time to reflect on what metrics you champion either in your own college counseling practice or when you are evaluating another. What stands out to you? Why? Are they leading or lagging? 

Many of the conversations after my last post point to a particular dynamic endemic within college counseling: that the lagging indicator of college matriculation list (and it’s proxy of highly “ranked” universities) is the only metric that decision-makers (administrators, boards, parents, etc) concern themselves with and not the many, various, process-oriented leading indicators existent within college counseling programming. I need to reflect more on this claim, but it certainly feels right in supporting the on-going work of college counselors in deemphasizing rankings and championing fit. 

In light of this, several other indicators and perspectives were shared, and I hope to examine some of them in upcoming posts! More soon! But please continue to pass your thoughts along!


The Red Herring of Counseling Loads

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Since my last post about levers and dashboards, I’ve heard from a few individuals who wanted to share their experiences with different levers meant to improve their college/university counseling program in some way. As such, what I thought would be a good idea would be to go through a couple of them to deconstruct them as a way to explore the complexity of college counseling and also to support the use of the dashboard approach, which I will get to down the line, eventually. 

I wanted to begin with the concept of student-to-counselor ratio. Often this is seen as a panacea for all that might ail college counseling offices; however, as with so many such “levers,” there is a complexity hidden not too far (or subtly) beneath the surface. 

To begin, I’ll share the experience of one colleague who reached out after my last post. She shared that one end-of-year survey instrument that her school uses revealed a concern in the student and parent feedback about counselor availability. It seems some students and parents felt that the college counselors were not available as readily as students/parents wanted. She explained that the comments on the survey suggested an expectation by some of the parents that the college counselors be available for immediate meetings, whereas the student feedback revealed that sometimes students had to wait several days before being able to get in to see their counselor. This feedback elicited the desire for the administration to respond. Our colleague reports that there was great sympathy expressed given that the administration was aware of “how hard” the counselors were working, but there was no substantive investigation or discussion into the root causes. As such, the admin carved out an additional FTE and added a college counselor to the team for the following year. Of course, no counselor resists the idea of adding an additional teammate to help shoulder the counseling caseload, and so a new person was hired, thereby dividing what had been about 100 students per graduating class split evenly between two college counselors (50:1 student:counselor) to a three-counselor model (~33:1). (It should be noted that this was a “split” counseling model where there was a college counseling office and a social-emotional counseling office.) However, the following year, the same feedback persisted with some more frustrated comments ostensibly since the addition of the third counselor had been trumpeted so broadly. This time, however, the response from the administration reflected disappointment, and they sought further investigation to understand the problem in order to apply behavioral modifications directed at the counselors to remedy their lack of availability. It seemed that the cure-all of “improving” student-to-counselor ratios did not have the intended effect and, consequently, the counselors -- three of them now! -- found themselves under fire. 

Put more simply, pulling on the lever of student-to-counselor ratios did not lead to the desired outcome of greater availability by the counselors. In this case, our colleague pointed out that this solution was destined to fail for a number of reasons endemic within the job descriptions of the counselors and arguably within the school culture itself. 

Here are some of the points:

  • Our colleague shared with great frustration that she felt the administration was conflating counselor availability with responsiveness. She shared that her office had a rule that all emails needed to be responded to within 24 hours, and she reflected that she and the rest of the office felt no challenges in meeting this. As such, when a student or a parent would reach out to meet, the counselors would reply within the set timeframe, but that it was not always easy to carve time out right away for either party. 

  • (Additionally, it is worth noting that this counselor and indeed her whole office, subscribe to the “there is no such thing as an emergency” in the college counseling world. Some may disagree with this take, of course, but in adhering to it, she still maintained that no one would need to wait longer than three days for a meeting anyway.)

  • It is also worth pointing out that in this school’s model, there was no dedicated college counseling classroom time. As such, the counselors were forced to meet individually with each student during students’ free periods, and, consequently, their schedules were chock-full of 1v1 student meetings. 

  • Student availability was also a contributing factor here. At an IB school with a fairly traditional schedule of 8 class periods including all 6 IB courses and a seventh course for TOK, Extended Essay, and CAS, students in the Diploma Program (grades 11 and 12) were only available for individual meetings during their one free period. As a relatively small school, most students had similar free periods, thereby increasing the demand of the counselors during those limited times, putting pressure outside of the academic day. (The same held true with students in grades 6-10 in that they were fully booked with no free periods, leaving them free only before school, during lunch, or after school.)

  • In regards to the before school, during lunch, and after school availability, the counselors at this school were asked to contribute to the various shared duties that so many schools require of faculty: campus supervision before and after school, lunch duty, detention (though they didn’t call it that) duty, coaching responsibilities, faculty meetings, parent coffees, PTA meetings, Extended Essay or Personal Project mentoring, advising, etc. Though none of these responsibilities individually amounted to a significant imposition, their impact was felt on the aggregate. 

  • Further complicating the question of availability, each of the three counselors contributed to “the life of the school” (a common refrain at independent schools) in unique ways. One taught an English class, one taught TOK, one was testing coordinator, and two were head coaches of sports teams. The impact here, again, was to limit the availability of the counselors during these times when they might be with students or parents. 

  • Another point that might be disputed by some was, as reported, the prevalence of standing meetings to which the counselors were always invited. From admin to counseling to wellness to academic team meetings, there were a slew of dedicated times that impinged on the counselors’ availability during the academic day on a weekly basis. 

  • A final point our colleague made that sits heavily with me was the social-emotional counseling load. Although the college counselors were not necessarily trained nor specifically responsible for social-emotional support of the students, there was only 1 “personal” counselor and 1 psychologist for the high school of roughly 400 students. As a result, it was reported, as is often the case, that students would naturally gravitate toward the college counselors because of the lack of availability -- usually due to triage and crisis management -- by the social-emotional staff and (ironically) the relative availability of the college counselors. This dynamic thereby again occupied the time, usually in a somewhat urgent way, of the college counselors as a student struggling with social-emotional challenges leaps to the top of any of our workloads.

To be clear, none of this is even to address the issue of student ownership over their own college application processes and planning in advance to avoid the need for last-minute attention. It also does not address whether parents ever actually need immediate attention for college counseling related topics. However, it all does go to support the reality that at this school -- and at many others -- they chose to address counselor availability by decreasing the student-counselor ratio, and this was unsuccessful for lots of reasons. Ultimately, they pulled on the lever of caseloads but did not achieve the desired outcome. 

Ultimately, in the case shared, our colleague reports that the administration was able to eventually see the challenges within the situation and eventually added college counseling classes and all but eliminated duties external to the college counseling role. While no scenario is perfect, it seems that the concerns about availability have since abated.

Before concluding, I would not want to be perceived as not recognizing the privilege of working in schools with such minuscule caseloads. We work in enormously privileged places when compared to so many across the globe with soaring student-counselor ratios and an absence of college-specific supports. At the same time, I would not want to be perceived as suggesting that counseling loads don’t matter! They do! I have long encouraged admin to think of the perspective of the counselor letter burden and to consider how many intimate, well-written letters they feel they can place on a counselor at their school and in their specific context without compromising quality. There are many other ways in which a smaller student-counselor ratio can positively impact the work and culture of a school, but, in this case, lowering it did not positively impact the perception of availability. 

In closing, the suggestion I want to return to and to emphasize is that singular indicators within the college counseling world often mistakenly lead to the perception that single levers may lead to specific results. After examining a few more such levers and situations, I plan to return to this concept of the dashboard, whereby college counseling offices are examined according to a host of indicators unique and germane to their particular school culture and context. More soon, but I’d love to hear from others with thoughts or perspectives or additional stories of such metrics being misleading!

College Counseling Cheatsheet: June 2021

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It is amazing that June is almost upon us. With June come graduation for many of us and the start of summer. That said, there is still a lot left to do on those task lists! Hopefully, this month’s cheatsheet will help keep you on track!

The intention of the College Counseling Cheatsheet is to provide counselors with a 30-minute (or less) activity each weekday that a college counselor might do today to improve their counseling practice. Furthermore, the monthly calendar is designed to be uploaded as a CSV file into your Google (or other) calendar so you can get reminders and even move the event to whenever you want within your busy schedule.

Here is the June 2021 Cheatsheet! Try it out, and give me some feedback! Did I miss anything? Do you have any good ideas to share? Any thoughts? See the bottom of the August 2020 Cheatsheet for instructions on how to download and use the Cheatsheet!


Dashboards, Levers & Metrics

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Recently, I have found myself reflecting a lot on a conversation I had with a head of an international school earlier this academic year. My role was to provide ideas on ways to respond to the feedback of a college counseling audit that had been recently concluded as part of an accreditation review, and, as such, I shared a host of suggestions and ideas for how to address the variety of points of positive, constructive criticism provided. However, the head was determined to focus on just one idea, a perfect panacea; it was his clear hope to focus on just one solution, to embrace it fully, and to move on. I persisted with sharing ideas with the hope of exploring with him which ideas we might select and employ while he wanted me to identify which single one would be most effective. This disconnect reflects a phenomenon I have seen time and time again throughout my career in college counseling: the underestimation of the complexity of college counseling metrics and their controlling mechanisms. 

Firstly, a bad metaphor to emphasize my perspective… What I have found is that while college counseling is much more akin to a jet airliner, many folks often persist in seeing it more like a fixed gear bicycle. The difference in complexity between what actually is and what many want to see is profound in many cases. So, while some hope to find that college counseling is a matter of simply adjusting one variable to improve one performance indicator, the reality is that there are an incredibly diverse array of variables that can impact a wide host of indicators. (And none of this is even to address that many indicators do not necessarily reflect that which some might think!) To push the bad jet metaphor, while some want the false bicycle of college counseling to be merely a function of how hard you pedal, the reality is that the altitude, thrust, lift, and drag of the airplane of college counseling (not to mention the internal factors of temperature, compression, humidity, etc) confound those basic conceptualizations. It is essential to see this complexity and all the various levers when seeking to adjust outcomes or indicators.

Secondly, as with so many features of education, so many of the levers that we might identify as being available to trigger changes within a college counseling office or program are entirely dependent upon the school culture. This is to say that there are not necessarily universal levers that definitely lead to improvement in certain desirable outcomes. School culture determines values, and those values are reflected in so much that goes on in a school as well as within college counseling offices. 

Each of these two points leads back to the scenario at the outset of this piece in regards to the head of school. What he was looking for was a lever, but what I advocate for is a dashboard. He was looking for a single outcome to manipulate through the modification of a single attribute, a single lever to pull. Instead, I advocate for a series of metrics and data points -- what some might call leading and trailing indicators -- that would comprise a dashboard that collectively reflects the health and success of the college counseling program. In adhering to a dashboard approach, it would be my contention that the dashboard would suggest certain investigations that might lead to recommending certain modifications. 

More on levers, dashboards, indicators, and metrics soon!