Policies and Procedures Group Coaching

Group Coaching: Policies & Procedures

We invite you to join a new, 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.
  • A six-week virtual experience. No travel required.
  • A cost- and time-effective way to engage in professional development.

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


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

Upcoming Sessions

Start Date First Meeting Date Registration Deadline Registration Link

January 9, 2023

January 13, 2023

January 6, 2023


June 19, 2023*

June 23, 2023

June 16, 2023


*No session June 30.

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 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.


  • Week 1: Introducing and Defining P&Ps
  • Week 2: Evaluating P&Ps for Compliance and Best Practices
  • Week 3: Learning to Develop P&Ps
  • Week 4: Understanding the P&P Cycle
  • Week 5: Preparing to Maintain and Manage P&Ps
  • Week 6: Presenting Your Strategy to Institutional Leadership


The price includes all six weeks!

  • NASFAA Members: $995
  • Non-members: $1,095

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. 

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