• New faculty advisors should review this slideshow to understand the context and overview of advising.
• The Academic Services team will reach out to new advisors to arrange a training session before the advising campaigns begin.

• Please set up your availability from October 14 - November 18. Make sure you have enough available time for all of your advisees.
  • Setup availability in Cardinal Success and sync Google Calendar.  You can list your Zoom Personal Meeting ID (PMI) directly in your availability for convenient virtual meetings.
  • Set up your meeting type, either in person or remote so that students can choose which type of meeting works for them. Instructions for doing so are listed here. 
  • If you need assistance, set up a meeting with Elizabeth Meng. 
• Send your campaign between by October 13 asking students to schedule an appointment with you. The campaign dates are October 14 - November 18.
• Tutorials for Cardinal Success are linked below under "Cardinal Success and Set Up Instructions"

Spring 2026 Enrollment Appointments 

Before:

• Remind the student to come prepared.  The Course Planning & Registration page has all the information students need to build their course schedule.
• Review students' Academic Planning Worksheet (they were sent to you by Academic Services) for key info like: Math and foreign language placement, specializations, credits completed and missing requirements. 

During: 

• Record notes in Appointment Report in Cardinal Success.
• Advising Meeting Checklist
  1. Review which degree requirements are unfulfilled.
  2. Compare that to how many credits remain to reach 120.
  3. Scan the free elective to see if any transfer credits can fulfill a liberal arts requirement.
  4. Does student need Career Discernment exemptions?
  5. Review: Foreign language placement status.
  6. Review: Math placement status.
  7. Review Specialization status.
  8. Review registration appointment date (by credits).

After: 

• Save Appointment Report in Cardinal Success, including key info:
  • Selected courses
  • Key info on student to remember
  • Action items like: forms to submit, offices to contact
• If necessary, refer student to campus resources
  • Submit alerts

• Students should verify that enrolled courses fulfill degree requirements.  To help answer questions, you can track their degree progress with their Academic Planning Worksheet. 
  • Comparing their courses taken to degree and specialization requirements, liberal arts requirements, etc. can all be done by filling out an Academic Planning Worksheet. 
  • Students will need to consult the corresponding department for advising on non-business minors.

• Go to Cardinal Success. Google Chrome is the recommended browser.  Errors on other browsers can be reduced by disabling cookies and/or clearing your cache.
• Complete the following basic tasks:
  • Calendar Sync
  • Set up your Availability
  • Set up your Appointment Campaign
• Video tutorials for many functions of Cardinal Success can be helpful:
  • EAB Navigate Overview
  • Setting your availability
  • Creating a student list
  • Creating an appointment campaign
  •  Instructions on how to sync your calendar are located here.
• "This year has gone very smoothly with advising.  Most of my advisees had prepared specific questions in advance to discuss -- also because I had emphasized that in my Appointment Notification to them.  And Cardinal Success really works very well -- it makes the whole process very efficient to manage." - Faculty Member
• "Wanted to mention that I find Cardinal Success WONDERFUL for planning appointments- makes that part of the advising process very efficient."  - Faculty Member

Please connect students to campus resources whenever possible.  Additionally, you can send an alert via Cardinal Success regarding a concern for a student that will be routed to the appropriate office. 

Tutoring
Mullen Library, Second Floor
cua-tutoring@cua.edu
(202) 319 - 5655
success.catholic.edu/academic-support/tutoring-services

Math Center
Mullen Library, Second Floor
cua-tutoring@cua.edu
(202) 319 - 5655
success.catholic.edu/academic-support/math-center

Writing Center
Kevin Rulo, Director
219 Mullen Library
cua-writingcenter@cua.edu
202-319-4286
english.catholic.edu/writing-center

Academic Coaching
Academic Coaching and Assessment
102 McMahon 
202-319-6262
success.catholic.edu/academic-support/academic-coaching-assessment/

Center for Career and Academic Success
This University office offers career advising.  
120 Garvey Hall
cua-advising@cua.edu
202-319-6262
https://success.catholic.edu/

Disability Support Services
Encourage students with learning disabilities to register with DSS.  Accommodations are only available after students have registered.  
127 Pryzbyla Center
cua-dss@cua.edu 
Phone: 202-319-5211
http://dss.cua.edu 

Enrollment Services
W200 Fr. O'Connell Hall
cua-enrollmentservices@cua.edu
Phone: 202-319-5300
Fax: 202-319-5831
http://enrollmentservices.cua.edu/

If a student has non-academic problems of a confidential nature and discusses this with you it is a sign of trust that he or she has confided in you.  Appropriate referrals can be made to:

Dean of Students
353 Pryzbyla Center
cua-deanofstudents@cua.edu
202-319-5619
http://deanofstudents.cua.edu 

Counseling Center
O’Boyle Hall
counseling@cua.edu
202-319-5765
http://counseling.cua.edu/

Disability Support Services
Encourage students with learning disabilities to register with DSS.  Accommodations are only available after students have registered.  

127 Pryzbyla Center
cua-dss@cua.edu
Phone: 202-319-5211
http://dss.cua.edu