Policies and Procedures Group Coaching

Group Coaching: Policies & Procedures

We invite you to join an intensive, six-week group coaching experience focused exclusively on financial aid policies and procedures—P&P Group Coaching.

  • Learn strategies to get started.
  • Develop a plan to build required policies and procedures.
  • Apply your knowledge with practice writing and evaluating documentation.
  • Receive practical advice from experienced financial aid leaders.
  • Meet your peers and form a professional network.
  • Engage in a cost- and time-effective professional development opportunity with active weekly discussions.
  • A six-week virtual experience. No travel required.

See also: New Director, Aspiring Director, and Executive Coaching opportunities. Or, email Blue Icon to explore other professional coaching opportunities. 

Vaine Lutz"The P&P course has been extremely helpful and I have learned a lot by taking this course that was only 6 weeks long vs. my own knowledge in the past 8 years working in the financial aid office."

-Vaine Lutz, Director of Financial Aid, Friends University

Read THIS ARTICLE for more information about how group coaching can benefit you and your career goals. 

More Testimonials

Upcoming Sessions

No upcoming sessions at this time. 2024-25 Group Coaching dates are coming soon!


Weekly online meetings take place each Friday, 1:00 p.m. - 3:00 p.m. ET for six weeks. 

Weekly meetings are recorded for those who develop unexpected conflicts during the 6-week period. However, live virtual attendance is needed each week for dialog and conversation as we discuss the application of ideas and concepts.

Group Size

Registration is limited to facilitate an active, small-group experience. Seats are reserved at registration and assigned on a first-come, first-served basis. If a group is canceled for any reason, a refund will be provided or priority registration will be offered for the next scheduled group.


Your group will focus on key topics during the 6-week experience.

  • Defining P&Ps
    Examine policies and procedures to build a solid foundational understanding of what defines a policy and procedure.
  • Evaluating P&Ps for Compliance and Best Practices
    Gain an understanding of how to analyze and review an existing policy and procedure and apply your knowledge in performing an assessment.
  • Learning to Develop P&Ps
    Utilize identified resources that guide your development and practice drafting or editing policies and procedures that are required for your Title IV Federal Student Aid administration.
  • Understanding the P&P Cycle
    Explore how to identify needed updates to keep your well-developed policies and procedures current and consistent with your office operations.
  • Maintaining and Managing P&Ps
    Define a project plan to guide you in constructing all policies and procedures to create a comprehensive manual. 
  • Presenting your Strategy to Institutional Leadership
    Deliver a capstone presentation that communicates your strategy for creating all required policies and procedures and the importance of managing the written documentation effectively in a culture of compliance.


The price includes all six weeks!

  • NASFAA Members: $1,195
  • Non-members: $1,395

Required Equipment

To participate, you must have a working webcam on your computer, the ability to participate via speakers, screen sharing of group materials, and a microphone (either computer or phone), as well as access to Zoom video conferencing software (accounts are free at zoom.us) and Google classroom. To ensure the best possible experience, participants are strongly discouraged from participating by phone only. 

Time Commitment

For each week, your time commitment will include two hours for the group meeting, plus 1-4 hours to complete the homework assignments prior to the weekly meeting. 

CFAA Recertification Points and/or Letter of Completion

Available for those who participate in all six sessions and complete the six homework assignments.

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