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Role of Navigator
The Basics
The role of a navigator is key to the success of any MN FastTRAC program. Participants in programs are balancing multiple responsibilities and working to overcome barriers as they participate in classes. A navigator helps them balance all of this. The tasks required of navigators will vary from program to program, but the essential responsibility remains the same. It’s the navigator’s job to make sure participants become self-sufficient with the following tasks:
- Understanding the tasks and requirements associated with being a working learner, for example: knowing and meeting deadlines, enrollment requirements, etc.
- Knowing where to find support resources necessary to overcome barriers that might prevent education and employment success.
FAQs
These FAQs are adapted from the Colorado SUN Navigator Manual and from interviews of navigators working in MN FastTRAC partnerships.
What is a navigator?
A person who provides ongoing transition support, case management, and career exploration assistance.
What are the primary functions of a navigator?
A navigator supports participants in the following ways:
- Marketing/recruiting
- College admissions processes, including student financial aid issues
- Administrative support
- Locating and recommending local resources in many areas, including: non-educational financial aid issues (food support, affordable housing, etc.); transportation issues (bus routes, bus passes, carpool opportunities, etc.); child care issues; scheduling conflicts; mental and physical health concerns (makes referrals to professionals as appropriate); family crises; legal/court issues; emotional issues (e.g., fear/stress/lack of confidence; makes referrals as appropriate); and mentoring
What are navigators' typical duties?
On any given day, a navigator might do some or all of the following:
- Check for and respond to phone or email messages from students who are absent that day and may need support
- Speak with instructors to share information updates on specific students who may need support
- Research and contact agencies who may be able to provide support or services a student may need
- Meet with students who want to share concerns
- Help students complete relevant paperwork
- Discuss career options with students
- Research, design and facilitate team-building workshops that are pertinent to the cohort's learning experiences and lives
- Collect and compile pertinent student information, such as GED scores, Accuplacer scores, financial aid application results, etc.
- Communicate with community college staff regarding any complications that may arise regarding financial aid applications, residency issues, schedule conflicts, etc.
- Meet with and counsel students who are behaving inappropriately in class
- Post flyers and place brochures at key locations in the community
- Staff a promotional booth at a college
- Drive to surrounding communities and host special recruiting events such as cookouts
- Brainstorm ideas with instructors and site director regarding the most effective ways to motivate and encourage students
What skills does a navigator need?
- Participant Focus
-- Academic advising
-- Career counseling
-- Personal counseling
-- Motivational interviewing
-- Social justice advocacy
-- Financial literacy
-- Physical health and wellness
- Communication Focus
-- Conflict mediation
-- Interpersonal communication
-- Marketing - creating flyers, taking photos
-- Public relations
- Systems Focus
-- Investigating and researching community resources
-- Administrative process
-- Networking
-- Familiarity with reporting and accountability requirements and measures for multiple agencies
-- Financial aid processes
- Partnership Focus
-- Relationship building with education and employment partners
-- Ability to identify issues and barriers and problem solve within a complex networks of services and providers
How do navigators support the enrollment process?
- Present ‘big picture overview’ during orientation sessions
- Meet with participants one-on-one to talk about their goals and how to reach them
- Support participants directly or find a college resource who can help with the logistics of enrollment, financial aid, and registration
- Describe career pathways and academic programs required at various stages
- Talk with students about general interests, hobbies, etc., and how they may relate to the student’s education and career aspirations
How do navigators motivate and persist?*
- By being available, by being concerned and by being persistent. As students begin their college careers, many are easily intimidated by the unfamiliar vocabulary and processes associated with higher education. The navigator’s continued support and frequent contact with the student can help to alleviate student fears, frustrations and concerns. As time goes on, the student frequently begins to realize that she or he does in fact have a support system in place and that she or he can indeed be successful.
- By working with the instructors to closely monitor the student’s attendance, progress and even the student’s apparent mood, the navigator can more quickly identify the need for support and actively advocate on behalf of the student in the most appropriate way. It is frequent contact, the navigator’s checking in every day or every few days with the student, that makes all the difference. Since many of the challenges faced by students are time-sensitive and affect basic security (food, clothing, shelter, child care), the more quickly they can be identified and addressed, the better chance the student has of continuing forward with academic success.
How do navigators support success in a classroom?
- Promote team-building and a sense of camaraderie among the students in the cohort by designing and facilitating team-building experiences as well as by introducing students to one another and generally encouraging social networking
- Speak daily with the instructors to check up on the progress of the cohort and to identify any potential student signals of need for support
- By remaining acutely sensitive to the potential signals and cues that students may present, the navigator can help to maintain open lines of communication. By doing this, the navigator can more effectively identify any potential barriers to success early on and address them before they become actual barriers
How do navigators support transitions?
- Ensure that participants understand the available educational and employment options that follow the completion of each step
- Ensure that participants are aware of all options for entry and exit ramps between employment and training
- Provide guidance with decision-making and planning for next steps
- Explain your role in participants' transition to next steps and the roles of others who will become involved
- Facilitate an introductory meeting with whomever will be the primary support through the next step
- Ensure that participants are aware of the supports across systems - extra academic support, college career center, etc.
- Ensure that participants have a resume on MinnesotaWorks.net and have a job search plan in operation
- Ensure that participants who are continuing to college level courses understand how to navigate and interpret the course catalogue, e.g., electives vs. requirements, pre-requisites, etc.
- Ensure that participants who are continuing to employment understand how to navigate the workforce system resources available
- Ensure that participants are aware of any available income supports as they transition to employment and coordinate application completion
- If it's not you, facilitate an introductory meeting with whomever will be the primary support during job or internship placement search or other career steps
* See the "Success Stories" link to hear Mimi, a navigator, talk about supporting persistence.
Advising and Counseling
Effective conversations with participants are key to your success as a navigator. Knowing how to listen and advise can help you connect participants to the resources they need and ensure that you can teach them to work more independently to reach the resources themselves later.
Dr. Beverly O. Ford conducts training in case management, employment preparation, welfare reform, and client empowerment. Dr. Ford offers concrete examples of how a case manager can practice what she considers to be the three keys to active listening: paying attention; hearing the message; and showing the person that you’ve really heard them.
Watch this YouTube video, where Dr. Ford offers concrete examples of how a case manager can practice what she considers to be the three keys to active listening: paying attention; hearing the message; and showing the person that you’ve really heard them.
Read an interview with Dr. Ford on the role of case management in transitions programs.
Success Stories
Mimi works for Goodwill Easter Seals in St. Paul. For the past two years, she’s worked as a navigator in MN FastTRAC projects in St. Paul. She has some great information about how she’s supported participants.
- Listen to Mimi describe a time when she connected a participant to a resource that helped them persist in an academic program.
- Listen to Mimi talk about the amount of time it took for her to find adequate resources to support participants.
- Read a transcript of the whole interview.
Reflection and Activity
Think about what you have learned. Discuss it with your MN FastTRAC partnership colleagues:
- Where are your knowledge gaps and how will you fill them? What navigator functions are you most comfortable with and which are going to be the biggest stretch for you?
- Dr. Ford’s approach to advising low-skilled adults is thought-provoking; think about your own approach to counseling or advising as you listen or read. Does her approach fit your style or what your participants need?
Successfully performing work as a navigator depends on your understanding of the work to be done and building the network of support for your learners. If you are in a new MN FastTRAC program, you likely will be shaping that work for future navigators:
- Does your MN FastTRAC partnership have a written job description for the role of navigator? If so, review it and make some updates based on what you have learned here. If not, create a job description that identifies the work that you will do.
-- Use a template to help you get started; here's a sample job description
-- See a Goodwill Easter Seals example
- Start building your network of support. Talk to your MN FastTRAC partnership administrative team and any partnering organizations in your project to find service providers for your MN FastTRAC participants. Here's a template you can use to create a support service provider networking guide.
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Recruit, Enroll, and Motivate
Getting off to a strong start, with a well-defined, holistic intake process, is the foundation of the navigator-participant relationship. The process includes an intake interview, assessments, orientation, and enrollment support.
Here are a few key counseling tips that will be useful during the intake process but also necessary during your entire connection with the participants, including: motivational interviewing; clarifying roles, expectations, and aspirations; identifying barriers and supports; and exploring career interests and educational and employment goals. Also included are the tools you will need to accomplish these tasks.
Recruitment
Some navigators participate in participant recruitment. Presenting an overview at partnering agencies and support service providers is a great way to recruit for participants.
A recruitment plan will be developed by your Minnesota FastTRAC partnership. You will likely be asked to implement the recruitment plan. Many potential MN FastTRAC participants will come from agencies that provide support services. Reaching out to these agencies will be a great opportunity for you to begin to build your network of support.
At the very least, you should help plan the calendar for the recruitment process, to be sure that participants have adequate time to do intake, be assessed, and enroll in the program.
- Check under the Student Outreach section of Colorado SUN Navigator Manual webpage for recruitment strategies and recruiting tips.
- See an excellent recruitment website created by the Southwest Minnesota Private Industry Council for MN FastTRAC programs.
Participant Intake Process
A well-organized intake process ensures that you capture relevant information about a participant. In addition, you’ll be sure to give the participant everything he or she needs to get started and build trust so that the participant will view you as a potential resource in the future. This is also the final opportunity to weed out unqualified or ineligible participants. Colorado SuccessUNlimited has materials to support the intake process.
Intake Meeting Steps
- Assessments
- Intake interview
- Expectation setting
- Form signing
- Immigration status or work eligibility
- Background check (where appropriate)
- Starting a plan
Start Identifying Support Service Eligibility
Use the Child Defense Fund’s Bridge to Benefits online assessment to help participants determine support resources eligibility.
Criminal Background Check
Because many employers will not hire an ex-offender for certain jobs, you may need to provide a criminal background check. It’s important to have this information up front to make decisions about the appropriate career pathway for an individual.
Often, you can use a free background check service.
However, the healthcare industry often requires a Department of Human Services background check. There is often a fee for this check.
Resources
- Colorado SuccessUNlimited has materials to support the intake process.
- Here is a checklist participants can use to track their program application tasks.
- Here's a checklist navigators can use to track potential participants’ eligibility for the program.
Orientation
Once you have your participants identified, it will be extremely important to make sure everyone starts off with the information they need to be successful.
A good orientation includes:
- Overview of the career pathway, including both employment and education steps
- Description of the college courses required in this program
- Description of the services provided by the program
- Basic logistical information for getting started
- Readiness assessment
- Basic skills assessment
- Learning styles assessment
- Goal setting activities
- Registration paperwork
Orientation is also a great opportunity for all program faculty and staff to introduce themselves and learn more about each participant’s goals, interests, challenges, as well as for participants to begin connecting to one another and forming an identity as a cohort. ~National College Transition Network
- Check out this description of an effective orientation for participants enrolled in a transition to college program at Cape Cod Community College in Massachusetts. The program counselor and instructors use the orientation to build the learning community, reinforce program goals and expectations, and tap into and inspire participants’ motivation.
- Colorado SuccessUNlimited has materials to support orientation.
- Workforce Development, Inc. has created a great healthcare career pathway explanation.
Motivational Interviewing
The core event of an intake process should be the intake interview. During the interview, the navigator establishes rapport with the MN FastTRAC participant and begins the process of learning about the participant and barriers that he or she might need assistance addressing.
Dr. Beverly Ford describes one way to conduct this interview. Her idea is that you need to know what a client or participant really wants to change about his or her life. What is motivating the participant? Knowing this may help you be proactive about finding support and guiding participants to success in the classroom.
Dr. Beverly O. Ford conducts training in case management, employment preparation, welfare reform, and client empowerment.
Watch this YouTube video, where Dr. Ford offers concrete examples of how a case manager can practice what she considers to be the three keys to active listening: paying attention; hearing the message; and showing the person that you’ve really heard them.
Reflection and Activity
Think about what you have learned. Discuss it with your MN FastTRAC partnership colleagues:
- Who in your partnership do you need to meet with and discuss the intake process and forms you‘ll create and use for intake? Think about all partners and how they might contribute useful input.
- Which of the documents already exist or do you think you need to create? Can you modify existing forms to meet multiple partner needs? Who should you work with to create them?
Start creating the documents and forms you’ll need for your recruitment, participant intake, and orientation. At the very least, make sure you have a Participant Intake Form template and create a version that meets your partnership’s needs. Here's a template you can use to make your own Participant Intake Form.
Your intake interview might reveal potential barriers for which learners might need support. Make sure your Support Service Networking Guide is complete. Do some digging and find more information if needed.
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Supporting Success
As you consider the different ways you will support your participants, understand that you will be doing most of the relationship building in the early weeks. Hopefully, the frequency and depth of your interactions and the success of your support will have encouraged participants to reach out to you when they need assistance finding resources. To ensure this continues, use proactive outreach to continue building relationships.
Understanding Persistence
Your job as a navigator is primarily to support persistence. That means, your work with participants will center on keeping them moving forward from education to employment.
Do you have an understanding of persistence and retention strategies? To learn more, check out the New England Literacy Resource Center's Learner Persistence project.
The National College Transitions Network (NCTN) has identified several topics that, if addressed, can support student persistence. Navigator planned workshops or presentations on these topics would be great opportunities for the cohort to learn together and support each other. See NCTN's "College and Career Readiness" webpage.
Early and Often
Research suggests that the first three weeks of enrollment is an essential period for students to establish bonds between each other and with their educational programs. (Quigley, A. (1998). The First Three Weeks: A Critical Time for Motivation, Focus on Basics, Vol. 2, Issue A. Boston, MA:NCSALL, World Education) You will have started the process of this bonding during the intake process and orientation.
The early weeks of a MN FastTRAC program are likely very busy for the navigator. You should consider the first weeks that the participants are in class to be an extension of this early direct intervention. By proactively reaching out to participants, you will continue to build trust, build their awareness of the resources available to them, and be more likely to hear from them if they have problems.
Be proactive!
Navigators can unearth potential barriers that learners have not noticed. Sometimes proactive checking in can result in a solution or change in behavior before a barrier becomes a problem. If you are new to this work, you may not know what to look for or ask about.
For some ideas from Colorado's SUN Navigator Manual, check under "Educational Case Management" on the manual's webpage for a document called “Barriers to Student Success."
Keep accurate records
It helps to keep track of your conversations and any resulting interventions. Colorado's SUN Navigator Manual has a form that you can use. Check under "Forms" on the manual's webpage for a Monthly Navigator Report Template.
Navigators based in workforce development community-based organizations will have access to the Workforce One Management Information System. You might use this tool to keep track of case notes. See the Workforce One User Manual - MN FastTRAC.
Create Group Experiences
Providing frequent opportunities for the participant cohort to meet is an important way navigators can support persistence. Consider setting up weekly group meetings where you cover topics that are likely of interest to all of the participants. This will get your participants used to seeing you and will demonstrate that you have access to information they need. Note, you need not lead all of the group meetings yourself; rather, you can facilitate as experts visit the classroom to share information with the participants.
This idea may be a huge shift in the way you think about doing work, but there is solid research that shows it is best practice. A Columbia College Community College Research Center article called “Toward a New Understanding of Non-Academic Student Support” describes the positive impact that developing meaningful social relationships can have on student persistence. (Toward a New Understanding of Non-Academic Student Support: Four Mechanisms Encouraging Positive Student Outcomes in the Community College (CCRC Working Paper No. 28, Assessment of Evidence Series)
Similarly, Drago-Severson (2001) wrote in “The Power of a Cohort and of Collaborative Groups” that participation in a student cohort (defined as a tight-knit, reliable, common-purpose group) enhanced academic learning, provided emotional and psychological support, and exposed students to diverse perspectives. Such a cohort was found to be very important to persistence. (Drago-Severson, E., et al. (2001). The Power of a Cohort and of Collaborative Groups. Focuson Basics, Vol. 5, Issue B. Boston, MA: NCSALL, World Education)
According to the NCTN, adult learners may not participate in campus activities because of family and work obligations, so they may have a hard time feeling like they belong on campus. “But by creating opportunities for community building and peer learning in the design of our integrated career pathways programs we can help student reap the benefits of social and information networks, nonetheless. In addition to fostering social and information networks, the experience of participating in structured group activities can help students develop important collaboration, critical thinking, and communication skills. “ ~National College Transition Network
Reflection and Activity
Think about what you have learned. Discuss it with your MN FastTRAC partnership colleagues:
- As a navigator, do you have both one-on-one and cohort time with your participants? If you do not have cohort time, how do you work with instructors to ensure group access to presentations on support services, employment issues, academic services, etc.?
Being proactive and organized is essential to providing adequate support to your participants. Look below for templates you can use to make tools to help you keep track of your interactions with students and plan regular cohort meetings:
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Shared Work
Collaborator-contributed resources available on Pathways to Prosperity's dropbox.com site:
Webinars:
Class website from Hubbs Center.
Do you have work that others should see? Know of a website that has really helped you with your Pathways to Prosperity work? Contact us and we'll post it!