FROM ROOKIE TO PRO:
Navigating Naviance and Using EDocs
in Your First Year
KATY WATTS & JAMIE KIM
ST. AGNES ACADEMY
TACAC 2011
APRIL 4, 2011
IN PREVIOUS YEARS
2006-2010
IN PREVIOUS YEARS
 2nd week of school: senior group guidance
 In initial meeting with counselor (fall of senior year), student
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signed FERPA waiver and identified 1-2 teacher LOR.
Student then asks teacher for a LOR.
When the student asks the teacher for a LOR, the teacher has 30
days to complete his/her letter.
Teacher was responsible for bringing multiple copies of LOR on
letterhead and TE to the Counseling Office.
Counselors completed SSR by hand using in-house forms and
printed LOR on letterhead.
All documents (LOR, teacher evaluation forms, SSR, school profile,
transcript, mid-year report, and final report) were mailed by the
deadline date.
IN PREVIOUS YEARS
 USE OF NAVIANCE:
 Student could see date we mailed documents
 Scattergrams, data analysis, etc.
 MBTI results
 Career Interest Inventory results
 Scholarship database
 Colleges visiting campus (although we did not allow for
students to sign up via Naviance)
THIS SCHOOL YEAR
2010-2011
THIS SCHOOL YEAR
 APRIL
 Students completed FERPA waiver on Naviance
 JULY
 Attended Naviance conference in Minneapolis
 Hosted Naviance resume workshops (teachers could then
access resumes online)
 Updated and edited profile information in Naviance
 Emailed faculty Naviance username and passwords
 AUGUST
 In-Service Training: Introduced Naviance to faculty
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Reasons: “Green” initiative, technology, accessibility
Students entered Common App username and password into
Naviance
Upload transcripts into Naviance
THIS SCHOOL YEAR
 SEPTEMBER
 Submitted first transcript electronically on Naviance (Docufide
or Common Application schools)
 Hosted resume refresher workshops, teaching students how to
convert Naviance resumes to Word documents
 Offered refresher course to teachers during lunch
 NOVEMBER/DECEMBER
 Counselors hosted a “thank you” breakfast for teachers
 JANUARY (now for current juniors)
 Students had to add at least 5 colleges to “Colleges I’m
Thinking About” before junior meeting
THIS SCHOOL YEAR
Seniors met with their counselor to identify primary letter writers
to complete “Request for Teacher Letter of Recommendation”
THIS SCHOOL YEAR
 This allowed students to ASK teachers to write on their
behalf as opposed to just adding them on Naviance.
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We wanted to teach students proper etiquette
 Students returned the bottom portion to our
administrative assistant within 72 hours. Otherwise,
they were contacted via email.
 Once the lavender form was returned, teachers were
added to the student’s Naviance account.

This allowed teachers to view the student’s resume, complete the
online teacher evaluation form, and upload their letter of
recommendation.
 Teachers had until 5 days before the postmark deadline
to upload their documents and bring a hard copy of their
letter and evaluation form to the Counseling Office.
TRANSCRIPT REQUEST FORMS
NO Supporting
Documentation Needed
Supporting
Documentation is Needed
THIS SCHOOL YEAR
 Always kept a paper trail of when documents were
submitted electronically or by mail
 Once all documents were uploaded, either the
counselor or the administrative assistant submitted
e-documents for the student
 “Date sent” was also marked on the green or yellow
transcript request form and added to student’s file
THIS SCHOOL YEAR
BENEFITS OF USING NAVIANCE
 Receive a confirmation code that files were sent,
received, and downloaded.
 Access to transcripts from anywhere (no need to
carry around transcripts)
 Teachers who leave a school can access Naviance,
review resumes, and submit letters and evaluation
forms electronically
 No need to print and/or worry about mailing
documents
CHANGES FOR NEXT YEAR
2011-2012
CHANGES FOR NEXT YEAR
 Adding our own Secondary School Report (teachers
must still complete the “required” portions of SSR)
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Eliminate the FERPA and need of student signature
 Offering refresher courses during In-Service and
during the school year
 Provide teachers with a list of potential students that
they will write for by end of April
 Resume workshops will be offered both late spring
and early fall
OUR NAVIANCE WISH LIST
NAVIANCE WISH LIST
 When student electronically waives and signs FERPA
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on Naviance, it shows up on Common App
Secondary School Report
The student’s side (Family Connection) is sometimes
not updated when submissions are made
Create a way where we can automatically enter text
into the Common App Mid-Year Report and Final
Report without having to attach a file
Upgrade more options for Naviance’s Resume
Snap App dilemma
REVIEW HANDOUTS
NAVIANCE TIMELINE

REQUEST FOR LETTER OF
RECOMMENDATION
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TRANSCRIPT REQUEST FORMS
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TEACHER TRAINING
DISCUSSION AND Q&A
CONTACT INFORMATION
KATHERINE.WATTS@ST-AGNES.ORG
JAMIE.KIM@ST-AGNES.ORG