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A transfer student experience strategic plan provides direction to transfer professionals, advisory teams, and a university’s strategic plan. This article describes how one university used surveys, SWOT analysis, and direct experience to create a plan that identified gaps in services and new initiatives to ensure transfer students’ persistence and success.

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Kim Morton, Ed.D., is Director of Transfer Recruitment and Retention at Appalachian State University. She has a B. A. in management form Gettysburg College, a master of education in student affairs in higher
education from Kutztown University of Pennsylvania, and a doctorate of education in educational studies form the University of Nebraska.

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Kelly C. McCallister is Associate Dean of University Libraries/Associate Professor at Appalachian State University. She has a B.A. in Anthropology from Mississippi State University, an M.A. in Anthropology from the
University of Southern Mississippi, and a MLIS in Library and Information Science from the University of Southern Mississippi. She is working on her Ed.D. in Educational Leadership from Appalachian State University.

Appalachian State University. 2021a. About Appalachian State University. Boone, NC: Author.

Appalachian State University. 2021b. Transfer Services Team. Transfer Admissions & Engagement. Boone, NC: Author.

Cook, L. P. 2010. Values drive the plan. New Directions for Student Services. 2010(132): 27–38.

Glenn, R. 2009. Shared enrollment services as a potential SEM strategy. College and University. 84(3): 79–84.

Roberts, K. G., T. Bowles, and J. P. Lavelle. 2015. Building a Better Transfer Community: Improving Engagement and Advising of Prospective Transfer Students. Paper
presented at 122nd ASEE Annual Conference & Exposition, June 14–17, Seattle, Washington.

Schroeder, R. 2021. A second demographic cliff adds to urgency for change. Inside Higher Ed.

Transfer Services Team. 2020. Transfer Experience Strategic Plan Survey. Qualtrics Survey. Boone, NC: Appalachian State University.

Transfer Services Team. 2021. Transfer Student Experience Strategic Plan 2021–2026. Boone, NC: Appalachian State University.

University of North Carolina System. 2021. Transfer Enrollment Trends. Interactive Data Dashboard. Chapel Hill, NC: Author.

Wilkinson, R. B., J. S. Taylor, A. Peterson, and M. Machado-Taylor. 2007. A Practical Guide to Strategic Enrollment Management Planning. Virginia Beach, VA: Educational Policy Institute.

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