COBS Course Advisor Training

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Course curriculum

1. Table of Contents
1. Mission, History, and DEI
2. Program Offerings and Course Finder
3. Native Lands Acknowledgement
1. Admin Staff
2. Program Staff
3. Instructors
4. Board of Directors
5. Board of Advocates
1. Acronyms and Organizational Structure of Outward Bound
2. Map and School Websites
3. Course Types
4. Course Codes Explained
5. National Student Services Contact Information
1. Your Job Responsibilities
2. Daily Workflow
3. Customer Service and Resources
4. Common Phone Inquiries
5. Challenging Phone Calls
6. Emergency Response Protocols
1. Tech Support Contact Info
2. Phone Set Up and Usage
3. Email Signature
4. Out of Office
5. Bookmark These Links
1. Sending Enrollment Emails
2. Transferring an Application
3. Cancelling an Application
4. Communicating After Transfer/Cancellation
5. Admissions Stage Buttons Explained
6. Paperwork Overdue Reminder
7. Payment Overdue Reminder
8. Admissions and Cancellation Policies
1. Gathering and Saving Student Paperwork
2. Create the Cover Sheet
3. Copy of Cover Sheet
4. Next Steps After Reviewing Paperwork
5. Paperwork Due Date
1. Complete the Student Orientation
1. Medical Screening Training Checklist
2. Medical Screening Manuals
3. Mental Health Screening Manuals
4. Dietary Allergies
5. Age Exception Policies
6. Complex Applications & Extended Reviews
7. Using Templates in Teams for Extended Review
8. Student Interview Template
9. Screen-Off Language and Other Difficult Topics
10. SalesForce Codes for Screen Off, Cancellations, and Early Departures
11. Lithium
12. Swimming Ability/Swim Test (Southwest Program)
1. Scholarships at COBS
2. Scholarship Application
3. Transfer Scholarship Opportunity
1. Tuition Due Dates and Cancellation Policies
2. Phone Payment
3. International Payments
4. Log Payment in Salesforce
5. College Credit, 529, and AmeriCorps payments
6. Western Colorado University Notes
7. Payment Overdue Reminder
8. Mileage Reimbursement Process
1. A Few Thoughts on Interviews
2. Student Interview Template
3. Student Interview Example #1
1. Packing Out a Course Overview
2. Creating your Final Folder and Reviewing Student Paperwork
3. Creating a Course Roster
4. Travel Information
5. Unaccompanied Minor Travel Information
6. Chaperone Email Templates To Send to Parents
7. Uploading and Sharing Student Information in Teams
8. RMP Sample Pack Out Teams Post
9. SWP Sample Pack Out Teams Post
10. Last Minute Updates
1. Create a Campaign
2. Schedule Pre-Course Campaign Emails
3. Create Pre-course Student/Instructor Teams Call - WRITTEN
4. Create Pre-course Student/Instructor Teams Call - VIDEO
5. Travel Logistics Exceptions (RMP ONLY)
6. Link to spreadsheet/chaperone contact info – (this will need to be added later )
1. Photos and Narratives "how to" for Program
2. Teams On-Call Channel Communications
3. Undisclosed Medication Flowchart for Airport Arrivals
1. Early Departures
2. Final Folder and Course Report
3. Gratitude Letters
4. Student Evaluations
5. Graduating a Course to Completed
6. Alumni Inquiries Email Template

About this course

Free
90 lessons
2 hours of video content

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COBS Course Advisor Training

Course curriculum

Table of Contents

Chapter 1: Welcome to the Colorado Outward Bound School!

Chapter 2: The People of COBS

Chapter 3: Outward Bound Schools and Course Types

Chapter 4: Communication

Chapter 5: Setting Up Your Technology

Chapter 6: Enrollment Process (Salesforce)

Chapter 7: Student Paperwork

Chapter 8: Complete the Student Online Orientation

Chapter 9: Screening Applications

Chapter 10: Scholarships

Chapter 11: Payments

Chapter 12: Interviews and Check-In Calls

Chapter 13: Packing Out a Course

Chapter 14: Communications to Families Before Course

Chapter 15: Communications During Course

Chapter 16: SalesForce Course End Procedures

About this course

Discover your potential, starting today