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 1 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. 2 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 3 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 4 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 • • • • 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 7 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 8 • 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. 9 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 11 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. 12 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 13 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 14