Academic Planning

Generate term-by-term plans that keep every student on the fastest viable path—respecting prerequisites, program rules, course availability, and life constraints.

Prereq & rule validation Advisor–student co-planning What-if scenarios Push to degree audit
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At a glance
  • 🧭 Personalized paths based on history, goals, and constraints
  • ✅ Real-time checks for prerequisites, credit limits, and sequencing
  • 🗓️ Section-level planning with time windows & modality preferences
  • 🤝 Live collaboration with advisor comments and approvals
  • 🔄 Export/sync to degree audit systems and registration workflows

What it is

A planning workspace that sits on the Common Data Model and continuously validates each student’s plan against program requirements, prerequisites, course rotations, and institutional policies. Built for advisors and students to co-create plans that actually work.

What it does

Proposes the fastest viable path to degree—then adjusts for preferences like workload caps, modality, meeting times, or work schedules. It flags conflicts, suggests alternates, and publishes the approved plan to downstream systems to streamline registration.

Key capabilities

Term-by-term optimization
Algorithmic planning honors sequencing, program rules, max/min credits, and student availability windows.
Prerequisite & corequisite checks
Instant validation with clear explanations and suggested alternates or summer/mini-mesters to stay on pace.
Preferences & constraints
Work hours, commute, modality, daylight time blocks, and advisor-set policies (e.g., GPA-based load limits) built into the planner.
Live advisor collaboration
Comment threads, suggested edits, approvals, and version history. Students see exactly what changed and why.
What-if scenarios
Change majors, add minors/certificates, include transfer/AP credits, or test overloads—compare time-to-degree and cost side-by-side.
Registration handoff
Publish approved plans to degree audit systems (e.g., Degree Works) and pre-stage schedules for registration workflows.
See a sample plan Pair with Alerts & Nudges

High-impact use cases

First-year pathways
Auto-generated first-year sequences with guardrails reduce wrong turns and early attrition.
Change-of-major “what-ifs”
Instantly compare time, cost, and remaining credits when students explore alternate majors or add minors.
Graduation recovery
For near-completers, propose summer/mini-mester options and alternates that satisfy remaining requirements on time.
Section-level scheduling
Lock preferred sections and time blocks; get alerts if sections fill or move rooms/times.
Pathways for transfers
Combine with Transfer Evaluation to map the shortest completion route using accepted credits.
Advising caseload efficiency
Templates for common programs and one-click validations free advisors from manual checks.

Outcomes you can measure

Fewer plan errors
Real-time validation cuts back-and-forth and late discovery of conflicts.
Faster time-to-degree
Optimized sequencing reduces idle terms and excess credits.
Improved persistence
Students follow clear, feasible plans with nudges for key milestones.
Advisor capacity
Automated checks and templates increase students per advisor without sacrificing quality.

Integrations

Built to work with your existing academic systems.

SIS (Banner, PeopleSoft, Colleague)
LMS (Canvas, Blackboard)
Degree audit (e.g., Degree Works)
Advising & scheduling tools
Don’t see your system? We support custom connectors via APIs, SFTP, and events.

Human-centered by design

AI augments, advisors decide
  • Planners suggest; advisors approve.
  • Explain-why details for each recommendation.
  • Transparent changes with student visibility.
Security & privacy
  • RBAC & least privilege; audit logs of plan edits and approvals
  • PII minimization and environment separation
  • Aligned to FERPA/GDPR and institutional policies

Implementation timeline

Week 1
Program rules import
Load catalogs, equivalencies, and constraints.
Weeks 2–3
Planner setup
Validate prereq graphs, build templates, connect audit systems.
Week 4
Pilot programs
Advisor training and live co-planning with selected cohorts.
Week 5+
Scale & optimize
Expand to additional majors; track plan quality & outcomes.
Get a configuration checklist Review privacy & security

FAQs

Yes—students can propose plans with built-in validation. Advisors retain approval authority with comments and change tracking.

Plans can use placeholders based on rotation patterns and auto-resolve to sections when schedules publish, with alerts for conflicts.

Yes—stack additional programs, then compare time-to-degree and excess credit impacts with what-ifs before approvals.

We import catalog rules and build a directed graph of prerequisites/corequisites. Validation runs on each plan change and at registration handoff.

Yes—key milestones (register, clear holds, meet advisor, submit forms) can auto-create reminders in Alerts & Nudges with advisor oversight.

Ready to give every student a clear, feasible path—and free advisors from manual checks?

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