PARQ ANNUAL REPORT Executive Summary PARQ Accomplishments 2013-14 Institutional Planning

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PARQ ANNUAL REPORT
Executive Summary PARQ Accomplishments 2013-14
Institutional Planning
 2 university priorities were continued. Phase 2 of a supplemental compensation program was implemented, reallocating approximately
$550,000 for salary adjustments.
 10 action plans were approved, with a total of 43 action items across all plans.
 The Engagement Sessions were offered in a new format for the third year, with approximately half of all faculty/staff attending. A total of 17
university-wide action items were implemented based on the feedback.
 All colleges/major units completed strategic plans and presented them to the Chancellor’s Advisory Council.
 More than 70% of performance indicator targets met or on track to be met by 2015.
 Planning for a Stakeholder Visioning Session on July 15, 2014.
Assessment and Institutional Research
 The following projects were completed:
o 12 university-wide surveys
o 10 external surveys
o 84 institutional research projects
o 196 planning tasks
o 113 graduate student projects
o 370 tasks completed by PARQ students
o 10 participants in PolyDASHER
o 13 data lead requests
 Survey Clearinghouse, Qualtrics Question Library and research help page are being utilized and continuously updated.
 Administered the UW-Stout Campus Climate Survey, NSSE, and Alumni Follow-up Survey.
 Information portal had over 1200 page views and now provides weekly updated pre-enrollment and enrollment reports, and general education
assessment reports.
 Program facts completed for all graduate programs and undergraduate programs, and are now included in the assessment in the major process.
 Implemented an external salary study for individuals not represented by CUPA.
Applied Research Center
 The following projects were completed in 2013-2014:
o 35 internal projects
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o 14 external projects
 Increased the amount of projects by 43 from inception in 2007-08 to 2013-14.
o Revenue increased by $391,683 from 2007-08 to 2013-14.
o Project tasks increased from 68 in 2007-08 to 1,123 in 2013-14.
 Received our first multi-million dollar collaborative grant from the Federal Department of Labor.
 Collaborated with the psychology department to launch certificate programs in Evaluation and Institutional Research.
Qualtrics
 There are 1,985 registered Qualtrics users at UW-Stout.
 They have generated 8,039 surveys for use in research, course evaluations, and a wide variety of other applications.
 In 2013-14, over 72 faculty, staff and students attended group trainings on how to use Qualtrics.
 The Qualtrics Training and Support office responded to more than 250 individual requests for assistance and training.
Quality
 A Baldrige Committee was formed with 17 current members. The focus of the committee is to become familiar with the Baldrige principles
and criteria, present at various quality-related venues, be responsible for identifying opportunities for UW-Stout to implement best practices,
and to identify new practices to continue to follow the Baldrige philosophy.
 The representatives from the committee presented at two quality-related conferences this year.
 Four ESURC reviews were completed.
Policies
 3 policies were revised or developed, and 2 more policies are in the review process.
Accreditation
 Planning for site visit from the Higher Learning Commission in 2016.
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2013-14 NEW Unit Goals for Planning, Assessment, Research and Quality
Goals :
General PARQ
operations
Implementation Strategies:
Responsible: Done ?
Outcome indicators :
Progress
Susan, lead
Yes
•
•
•
•
Session(s) held
Action plan created by 12/31/13
Implement first phase of action plan
Collaborate with Team Unity working
group to incorporate into spring
celebration
Marya facilitated an IE session
in August, 2013. Follow up
meeting held to identify top
priorities. Meeting in May to
incorporate action items into
next action plan
Yes
•
•
Plan developed by 9/1/2013
Repeat Team Development Survey in
June 2014 and scores increase
Use Appreciative Inquiry to get
us to the next level regarding
innovation
Marya
Wilson,
facilitator
Develop an action plan related
to Team Unity. Include in plan:
working
group: Cori,
Jen, TBD
•
•
•
•
•
•
•
Volunteer as a group at
a service related activity
in Menomonie/Eau
Claire
Spring celebration
(Andrea and Breanna)
Taco bar (Jane)
Summer breakfast
(Libby)
Get it Dunn Run (Cori)
Spaghetti dinner before
the run (Meridith)
Christmas celebration
(Jen)
Brainstorm list of ideas
developed. Decided to help with
laptop deployment as an office.
Breakfast at Meridith’s on Aug
29
Participated in Lean In book
group.
Participated in Christmas for the
Kids
Spring celebration in April 2014
Get it Dunn race in May 2014
Team Development survey no
longer available
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Susan
Yes
•
•
•
•
Implement next phase of
imaging and S drive cleanup
Action plan developed for IR team
documents by 7/31/13
Libby implements file clean-up day in
late summer 2013
All staff trained in ImageNow process for
moving and scanning files
80% of old projects on s drive and
ImageNow cleaned using guidelines in
DMS: PARQ-2108
Clean-up day on August 23.
Mini clean-up days scheduled to
occur quarterly.
Old files deleted from s drive.
ImageNow structure set for
bumping files over; starting
moving files
IE team in the process of moving
files to ImageNow and deleting
off of the s drive; meetings set to
continue the process through the
end of the FY. Estimate that
approx 80% will be moved by
end of FY
Develop Baldrige Team: a core
group of people that understand
Baldrige and performance
excellence and that represent
Stout at Baldrige presentations
Quality
Partially
•
•
•
Meridith and
Jen
Team members attend and present at
Baldrige regional conferences and Quest
Team completes one project related to
performance excellence
At least 2 team members are examiners at
the state or national level by end of fiscal
year
Meridith and Pete presented at
Baldrige regional conference in
Sept.
Kay Schnur is a WI Baldrige
examiner.
Working on a performance
measurement project.
Do not have funding to
participate in Quest in 2014.
Kay Schnur and Pam HolsingerFuchs presented at Quest. Kristi
Krimpelbein and Kay Schnure
will present at Baldrige
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regionals. Diane Olson plans to
apply to be a national examiner
for 2015. No additional
examiners have been identified
yet.
Maintain at least current levels
of involvement in the planning
process
Partially
Meridith,
Jen,
Michelle
Increase focus on celebrating
planning accomplishments
•
Yes
Strategic
Planning and
Accountability
•
•
•
•
•
Jen and
Meridith
At least 75% of all faculty/staff have
some level of involvement with
suggesting engagement session initiatives
or in implementing action items
5% increase in number of engagement
session attendees
561 staff, faculty and students
participated, which is slightly
higher than the previous year.
Individual thank you notes sent for
engagement session facilitators and
notetakers, student jobs supervisors
You Said…We Did session in 2014
At least one accomplishment/ recognition
daily email submitted each month
At least one accomplishment/recognition
wordle given to an individual each month
Thank yous and wordles done
for supervisors of student jobs
program and recipients of faculty
start up funds. Congrats cards
done for people who lead
planning items that were in yearend planning accomplishments
document. Engagement session
wordles provided to facilitators
and notetakers. Thank yous sent
to members of committees/teams
that will be recognized at the
You Said…We Did session.
Thank yous also sent to chairs of
committees that were featured at
Estimate 75% participation from
faculty/staff in engagement
sessions
5
the You Said…We did. Daily
emails have been submitted
throughout the year associated
with accomplishments.
Plan for Visioning Session in
2014
Yes
•
•
•
•
Speaker confirmed by 7/2013
Save the date letter sent by 2/2014
Formal invitation letter sent by 5/2014
Agenda sent by 6/2014
Decided that Chancellor
Sorensen and the new UW
System president will be our
speakers. Ray Cross confirmed
as speaker. Save the date letter
sent. April Invitation letter sent.
Registrations being submitted.
Agenda finalized and posted
online.
Partially
•
•
Proposal developed by 12/2013
Website revisions completed by 6/2014
Initial proposal developed
8/2013. Revisions in progress.
Partially
•
At least three award applications
submitted
Receipt of at least one award
Applied for one innovation
award. Did not receive award.
Increase the number of funded positions
for 2014-15 to 300.
Retention rate of student job recipients
continues to exceed that of the campus
Proposal in progress. Program
approved for next year for 110
jobs. Also working on other
steps to expand program such as
restructuring work study
program.
One project that costs at least $100,000 is
approved by the end of the fiscal year
Complete! Received
TAACCCT grant.
Meridith,
Jen,
Michelle
Revise planning section of
website and reduce the amount
of information posted
Apply for awards/recognition/
presentations related to the
engagement sessions
Michelle,
Meridith,
Jen
Jen
Implement phase III of the
student jobs program
•
Partially
•
Jen
Applied Research
Center
Obtain at least 1 large
($100,000 or more) project by
Libby
•
Yes
•
6
July 1, 2014
Consult with a marketing
company to market services
Cori
Publish book on facilitation
Partially
– don’t
need
phase 2
at this
point
Yes
•
•
Initial contract completed
Bidding process complete for phase 2 of
project
Initial contract IP (as of
11/19/13). Brochure received
and approved. Two other print
materials are in the works.
•
•
•
Prospectus complete by 11/2013
Book contents complete by 4/2014
Book printed by end of fiscal year
Module materials combined into
WORD doc. Identified selfpublishing as best route. Work is
proceeding in conjunction with
evaluation certificate. Will be
doing this as part of the
certificate program.
N/A
•
•
Grant application submitted
Grant received for 2014-15
Grant application in progress.
Deadline keeps changing so it
hasn’t been submitted yet.
Partially
•
•
Grant application submitted
Grant received for 2014-15
No significant progress.
Proposal submitted but not
awarded.
•
Alternative survey approved by Cabinet
by 10/2013
•
•
•
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Survey instrument finalized
Survey instrument pilot tested
Survey implemented
Marketing plan developed for getting
people to fill out the survey
At least 5% increase in response rate from
Libby
AIR grant for funding in 201415
Jon
Spencer Foundation grant
Libby
Institutional and
Student Research
and
Assessment
Identify and implement an
alternative to the ACT Student
Opinion Survey
Finalize Campus Climate
Survey and administer in spring
2014
Yes
Tammy
Partially
Meridith and
Tammy
•
Noel Levitz survey identified as
alternative.
Survey instrument finalized and
pilot tested. Student and
faculty/staff pilots conducted in
September, October and
November. Marketing plan
developed. Will launch
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2011 administration
Complete revisions to ATL
evaluation process
Yes
•
•
Sally
Update performance
measurement system
•
Yes
Jen
Information Portal: Get
feedback from power users and
use that to bring more people on
board
•
•
•
•
Yes
•
•
Susan
•
•
Alumni Follow-up: revise
employer survey process and
Sally
Partially
•
faculty/staff version on January
21 and student version on
advisement day. Surveys
launched. Response rates were
55.7% and 19.9%, an increase of
approximately 5% and 2%.
Complete ATL reports by May 1st instead Reports and shortened executive
of end of summer so ATL Committee can report of all evaluations were
provided to ALT Audit
review over the summer.
In May, provide ATL Audit Committee a Committee last year. Will be
completed by May 1st for this
shortened executive report of all
year’s evaluations. ATL Audit
evaluations conducted in the year.
Committee approved new
If approved by ATL Audit Committee,
summary reports for each of the
create new summary reports (include
departments. Will be completed
results from all evaluations) for each of
before fall 2014 meeting.
the departments included in the ATL
evaluations. Reports completed by first
ATL Committee meeting in the fall.
Proposal developed and
Proposal developed by 9/1/2013
reviewed with Baldrige team in
Complete validity/reliability review of
August. Using Tableau as our
metrics
software program. Task list
Develop cascading scorecard system
identified.
Develop mechanism for establishing
targets at all levels
Power users defined and
contacted by committee for
committee defines power users
information on how/why use
Identified powers users contacted by
portal. Developed advertising
committee
initiative.Provided training to
Identify 20 similar people on campus and
undergrad program directors at
demonstrate portal
fall meeting
Track usage of these 20 users and follow- provided additional training
up as needed to encourage use
sessions to academic admin; plan
for trainings other depts
Attended Provost Council on
Attend Provost Council to explain new
7/16/13. Council approved new
employer survey process
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•
pilot new incentives
•
•
•
Expand salary equity model to
include classified staff and
limited appointments
Partially
Susan and
Tammy
•
•
•
Expand university show rates to
include graduate programs
Implement phase 1 of a revision
to the general education
assessment process
Policies
PolyDASHER: all 10
institutions submitting data
regularly
Revise Sexual Harassment
policy
Sally
Yes
•
If approved, develop new employer
survey process and inform Program
Directors in the fall.
Work with Budget Office to develop
process for funding new incentive
(Foundation donation)
Update forms used for Business
Administration major to include incentive
At least 2% increase in survey response
rate
Proposal for salary equity model
developed
Proposal for salary equity model
approved
Salary equity model implemented in
2014-15
Work with graduate school to develop
show rates for all graduate programs in
the fall.
Yes
Meridith
Jen
No
•
•
2 disciplines pilot common assessment
2 new disciplines begin planning for pilot
next year on common assessment
•
At least 10 institutions have at least 1 year
of data entered.
No
Meridith,
Michelle
•
Policy gets approved through the policy
development process
employer survey process for
pilot programs. Process set up
for MS Manuf. Eng. and Engin.
Tech. employer surveys.
Developed process for funding
new incentive. All postcards and
emails/letters have been updated
with incentive information for
Business Administration.
Scheduled for IE team
discussion. Decided to focus
first on obtaining external
market data. External market
proposal developed and
approved by CAC in November.
MRA hired to do external
market study.
Graduate show rates provided to
graduate school.
2 disciplines are ready to pilot
starting in spring 2014. Have
not yet decided if we will be
adding any new disciplines for
next year. One or two
disciplines will be added to the
pilot in the fall.
10 institutions still participating.
Not all have entered data.
Classroom utilization policy in
final approval phase. Physical
Plant chargeback policy revised
through the modified process.
Advertising policy in progress.
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Have not received Sexual
Harassment committee from the
policy review group. Multiple
reminders sent re: the sexual
harassment policy but have not
received the draft from the
policy review group.
10
Process Improvement Plan
•
Develop training modules for student workers using Articulate and/or Camtasia. Consider a module regarding how to develop a data
analysis plan. Incomplete
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Training and Development Plan
Encourage and support (where fiscally possible) participation in workshops and training sessions, with a goal to pay for each staff member to
attend one off-campus event (or on campus event, if preferred) per year.
Susan – leadership training; attended AIRUM, leadership training at Harvard
Sally- AIRUM or MESI - did not attend due to budget cuts
Meridith – Baldrige examiner training, Higher Learning Commission Annual conference. Participated in Baldrige site visit.
Attended HLC conference and Baldrige training.
Tammy- AIRUM – did not attend due to budget cuts
Michelle – TravelWise Travel Portal Training; EDGE- Event Planning- The room , the food; The New IRB Training and Updated
Protocol Form; PowerPoint Tips and Tricks; Three Steps to Fix Your Website; Adobe InDesign Basic; WISDM EDGE Session; Travel
E-Reimbursement for supervisors and account managers; Where the Numbers Are - Student data resources at UW-Stout EDGE
session; Travel E-Reimbursement for travelers and preparers
Cori- TBD for off campus, Microsoft Excel training on-campus (Macros). Did not attend any training.
Jane-Attended “Dealing with Difficult People” on campus, presented material to Professional Development group
Jon— MESI
Jen- Baldrige State Examiner; AIRUM; The New IRB Training and Updated Protocol Form;
Libby- MESI; AEA (to present ARC project); Beginning Developmental Evaluation (AEA)
Intermediate Developmental Evaluation (AEA)
Continue to use some PARQ office meetings, IR team meetings and ARC team meetings for professional development activities. Hold monthly
professional development meetings for IR team and ARC professional staff. Professional development meetings continue to be held every other
week
Continue to develop written procedures for critical procedures/responsibilities in order to help in cross-training others and also continue training
for backups. This is done through the DMS system. Goal for 2013-14 is to add/update DMS documents listed on the schedule for 2013-14 and
to share the document with the person designated as back-up.
Susan – Graduate Student Services  update the paper format and create a video –doc updated and 2 version created; decided
against the video at this time
Sally- University Enrollment Model – DMS document has been completed.
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Meridith – Accreditation liaison processes – tasklist developed of requirements. Converted to a checklist to go into our logs
folder
Tammy- NSSE Survey – DMS document is in progress.
Michelle – Budget procedures document for DMS, in progress; PARQ-2114 added to DMS
Cori- Student Authorization/new hire process – DMS document created; New Fed AA program instructions – project moved to
HR, no need for DMS document.
Jane- Course Evaluation Best Practices Issues were identified and brought to the Faculty Senate, but no new “best practices”
were decided upon
Jon- ASPIRE reports; AIM project
Jen- updated PolyDASHER documents
Libby- working with Jen on new student training procedures; worked with Jen to determine framework/format
Continue membership and participation in appropriate professional organizations. Where fiscally possible, support participation in webinars,
teleconference and other activities sponsored by professional organizations.
Provide job-specific skill development opportunities through representation on committees, as appropriate. Each person to identify one goal:
Susan – Information Portal Steering Team chair; serve on Graduate Education Committee
Sally- member of IRB Committee, member of UW System CDR Redesign Committee, member of UW System CDR Course
Completion Committee
Meridith – Serve as chair of the policy committee, co-chair of the Diversity Leadership Team, member of CAC, SPG, Cabinet,
Enrollment management, retention committee still serving on all of these groups
Tammy- Member of the UW System CDR Redesign Committee
Michelle –ESUR committee support
Cori- Positive Action, Ethics and Competition Review Committee (PAECR)
Jane – Creative, Original Research Experiences (CORE)
Jon- Professional development grant review committee
Jen- ESURC, Baldrige, Senate of Academic Staff, Mapworks
Libby- MSAP Program Advisory committee (be liaison between MSAP and ARC/PARQ); became MSAP Program Director
Personal goals. Each person to identify one goal. Goals identified through participatory process which includes feedback from other members of
the team. Goals to be identified by December 2013
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Susan – Take the assessment in Jerry Murphy’s ADVANCE manual and then make an action plan based on the results completed
and action plan put into action
Sally- Learn how to use Tableau software to start development of new Fact Book.
Meridith – Get more faculty/staff familiar with, engaged in and interested in the Baldrige criteria, performance improvement
projects and as serving as Baldrige examiners. Baldrige team has been engaged in reviewing Stout’s progress against the criteria
and in developing a performance management system. Still working on getting people to serve as Baldrige examiners.
Tammy- Learn how to use Qualtrics for data analysis. Attended PARQ Professional Development session on this by Susan and
Nicole (was AIRUM presentation).
Michelle – College Portrait (Susan will provide instructions on the process for completing this annual project); Susan provided
instruction and Michelle worked on this project, entering data
Cori- Devote 1 hr/week to researching potential long-term goals for ARC (Strategic Planning and other types of potential PM
needs in the future). Find new ways to become a more effective manager. Develop a list of client development and relationship
building ideas (holiday cards, thank you…but what else?) Always in process!
Jane – Defend thesis in January. DONE! Write six book chapters this year. Working on it…
Jon- Development of self-awareness (what am I good at, what am I passionate about?)
Jen- Learn how to be an effective leader through books, articles, mentors, and trainings.
Libby- Learn more about Strategic planning and Curriculum Development; took two graduate certificates through program and
course approval process
Breanna- Business operations of the ARC; qualitative analysis
Andrea- Finish thesis, become independently operational, development of self-awareness (like Jon), knowledge of focus groups
Aric- Finish thesis (target: May 14). Understand and learn more about the TAACCCT grant evaluation (processes, plan, goals);
made good progress on thesis, hoping to finish before start of Fall semester
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