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Academic Planning Form Template

Create personalized education plans with ease

Planning your students' academic journeys can feel overwhelming, but with our Academic Planning Form Template, you can streamline the process effortlessly. Designed for educators at universities and colleges, this template helps you create customized academic plans that meet diverse student needs. Benefit from easy collaboration, quick data collection, and accessible format options for any device, ensuring a smooth experience for both you and your students. Try out this live template today and transform your academic advising.

Full name
Email address
Student ID
Program or major
Academic level
Undergraduate
Graduate
Certificate
Non-degree
Not sure
Expected graduation date
Planned enrollment status for the upcoming term
Full-time
Part-time
Not sure
Primary academic goals for the upcoming term
Please Specify:
Courses you are considering (course codes or titles)
Preferred course load for the upcoming term
1-2 courses
3-4 courses
5 or more courses
Undecided
How easy or difficult do you anticipate your course load will be?
Very difficult
Difficult
Neutral
Easy
Very easy
How likely are you to achieve your goals this term?
0 Not at all likely
1
2
3
4
5 Extremely likely
Preferred class times
Morning (8am-12pm)
Afternoon (12pm-4pm)
Evening (4pm-8pm)
Weekend
Online - live/synchronous
Online - self-paced/asynchronous
No preference
Approximate hours per week for non-school commitments (work, caregiving, etc.)
0-10 hours
11-20 hours
21-30 hours
31-40 hours
More than 40 hours
Not sure
Best times to meet (days and time windows)
Preferred meeting method with your advisor
In person
Video conference
Phone
Email
No preference
Support services you plan to use
Please Specify:
Do you require disability or accessibility accommodations?
Yes
No
If applicable, briefly describe any accommodations you need
Do you have reliable high-speed internet for coursework?
Yes
No
Preferred learning modality
In person
Hybrid (mix of in person and online)
Online - live/synchronous
Online - self-paced/asynchronous
No preference
Type your full name to acknowledge that the information provided is accurate to the best of your knowledge
Date
I consent to share this academic plan with my academic department/advisor
Yes
No
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paper art illustration featuring an academic planning form template with sections for courses, goals, and timelines

When to use this form

Use this template before course registration, at the start of term, and during midterm check-ins. Advisors, counselors, and students benefit because it turns intentions into a concrete path. For new enrollees or transfers, pair it with the Student information collection form to capture background details. Before classes begin, review interests from the Beginning of the year student questionnaire form to align electives and supports. If the plan reveals gaps in a core subject, add a support step with the Tutor request form. The result is a clear, realistic course map with goals, timelines, and follow-ups that reduce surprises and keep you on track.

Must Ask Academic Planning Questions

  1. What are your top academic goals for this term and year?

    This sets direction and makes it easier to choose courses and workloads that match what you want to achieve. Clear goals help you and your advisor measure progress throughout the term.

  2. Which required courses and electives will you take, and do they meet your graduation or program requirements?

    Listing planned courses against requirements prevents schedule gaps and delays to graduation. It also surfaces prerequisites and credit loads early, so you can adjust now rather than later.

  3. What strengths and challenges affect how you learn (study habits, time management, tough subjects)?

    Sharing how you learn highlights where you may need supports or advanced options. With this insight, an advisor can suggest tutoring, study groups, or accommodations that remove barriers.

  4. What commitments outside class could impact your schedule (work, sports, caregiving)?

    Knowing your outside commitments ensures the plan fits real life and reduces burnout. It guides choices such as daytime vs. evening sections, online vs. in-person, or lighter loads during busy weeks.

  5. How will you track progress and set check-ins throughout the term?

    Defining milestones and who will review them builds accountability and keeps momentum. You can record checkpoints and evidence in the Student data tracking sheet form.

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