| Presentation Proposal - NACADA Annual Conference |
| Presentation Info and Handouts |
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Code=210
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Conference Year:
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2026
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Session #:
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(NO)
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Title:
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Automating Appointment Notes with Microsoft Tools |
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Lead Presenter:
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Crystal Strauss |
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Date:
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December 31, 1969 Time: 6:00 pm - 6:00 pm |
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Room:
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Abstract:
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Title: Automating Appointment Notes with Microsoft Tools
Advisors often face the challenge of balancing meaningful student conversations with the need for efficient, high-quality documentation - especially during high-volume enrollment periods. This interactive session highlights a practical approach to improving both advising effectiveness and appointment note quality using Microsoft Forms and Power Automate. Presenters will demonstrate how structured prompts and automated workflows support guided advising conversations, promote active listening, and generate consistent, thorough notes in less time. Attendees will explore how this approach helps prioritize key enrollment topics while still allowing tailored conversations to individual student needs. The session will focus on real-world implementation, sharing examples, considerations, and lessons learned. Participants will leave with concrete strategies and a clear understanding of how technology can be leveraged to enhance advising workflows and improve the overall student advising experience. |
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Handouts
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Note: Handouts (if offered for this session) are accessible via the conference app. |
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