Preparatory Review Timeline
Final Timeline
Institution: UC Santa Cruz
ACTION
CHAIR
Visit Date: February 4-6, 2004
ASSISTANT CHAIR
WASC STAFF
ACCREDITATION LIAISON
OFFICER
OPTIMAL
TIMELINE
TARGET
DATE
Before the Visit
Staff mail Guide to ALOs,
"Preparing for Institutional
Reviews and Hosting Teams"
1. Mail Visit Info to ALOs
2. Mail Visit Info to Team
Receive/Review
Receive/Review
Staff send materials about visit
and institution to team
Presentation
4. Disuss preparations for
Staff hosts call; review timeline
and visit preparations
the visit with institution
5. Discuss Assistant Chair's
6. Send First Email to team
Varies
12 weeks before
visit
Institution sends Institutional
12 weeks before
Presentation to WASC Office and
the visit
team.
3. Send Institutional
Role and Preliminary
Strategy for the Visit
Receive/Review
Conference Call
Conference call
Participate in call
Staff places call to Chair and
Assistant Chair to discuss visit
strategy, team assignments,
institutional proposal, Assistant
Chair role and this timeline
10-12 weeks before
the visit
Team chair sends first email to
team outlining team
responsibilities, dates, & visits
strategy.
Chair makes and hosts the
conference call to build
personal relationships, set visit
7. Make call to CEO and ALO
context, and learn of any
special issues for visit.
Discuss draft schedule with
ALO
10-12 weeks before
visit
8-9 weeks before
the visit
Conference Call
Conference call
6-9 weeks before
the visit
Page 1 of 4
Sept. 2, 2003 Final Timeline
Preparatory Review Timeline
Final Timeline
ACTION
CHAIR
ASSISTANT CHAIR
WASC STAFF
team room information
team visit
11. Hold Team Conference
12. Discuss Team
Informational Needs
13. Send Second Email to
team
TARGET
DATE
ALO sends suggested schedule
to Chair and WASC for them to
discuss in conference call.
9. Send draft schedule for
Call
OPTIMAL
TIMELINE
ALO sends email survey to team
and WASC requesting information
about team needs: computer,
local transportation, dietary,
7 weeks before the
arrival times, etc. ALO also sends
visit
list of team room exhibits to team,
suggested individuals and groups
with which to meet and tentative
schedule of meetings.
8. Email team survey and
10. Send Conference Call
Worksheets to team, WASC
ACCREDITATION LIAISON
OFFICER
Send
Compiles team
worksheets into one
consolidated document
for conference call
Receive
Team chair arranges and
hosts Team Conference Call
using Team Conference Call
consolidated worksheet
Conference call
Staff will place call for team at the
appointed time
Chair places call to ALO and
WASC Staff to discuss team
informational needs, follow up
questions and schedule
changes.
Team chair sends second
email to team and WASC staff,
confirming team's plans and
institutional responses.
Conference call
5 weeks before the
visit
Conference call
4 weeks before the
visit
3 weeks before the
visit
Page 2 of 4
Sept. 2, 2003 Final Timeline
Preparatory Review Timeline
Final Timeline
ACTION
CHAIR
ASSISTANT CHAIR
WASC STAFF
ACCREDITATION LIAISON
OFFICER
OPTIMAL
TIMELINE
TARGET
DATE
During the Visit
Institutional representatives
1. Meet with Team Members meet with team members.
Institutional
representatives meet
with team members.
Institutional representatives meet Institutional representatives meet according to visit
with team members.
with team members.
schedule
ALO and others on campus
provide logistical support for
team.
2. Provide Logistical
Support
as needed by the
team
After the Visit
1. Asst. Chair Sends
Compiled First Draft to Team Receives
Chair
2. Send First Draft to Team
Members
3. Team Members send
Comments to Team Chair
Sends synthesized draft
of Preparatory Review
team report to team chair
Team chair sends first draft of
Preparatory Review team
report and team
recommendation to team
members and Staff for review.
Receive comments
1 weeks after visit
Receive/Review
Receive/Review
Send
Send
2 weeks after visit
Team chair revises draft and
4. Send Correction of Errors sends to institution for
of Fact to Institution
5. Send Corrections of
Errors to Team Chair
correction of errors of fact
only.
Receive
Receive/Review
5 weeks after visit
Institution sends response to draft
6 weeks after visit
team report to team chair.
Page 3 of 4
Sept. 2, 2003 Final Timeline
Preparatory Review Timeline
Final Timeline
ACTION
6. Revise Report
CHAIR
ASSISTANT CHAIR
WASC STAFF
ACCREDITATION LIAISON
OFFICER
Team chair revises team
report based on factual errors.
OPTIMAL
TIMELINE
TARGET
DATE
6-8 weeks after visit
Team chair sends Confidential
7. Send Team Rec and Final Recommendation and final
PR Report to Staff
8. WASC staff send final
report to institution
8. EE Report sent to WASC
Receive
8 weeks after visit
report to Staff
Send
Receive/Review
Educational Effectiveness Report
sent to WASC; includes
Consistent with
supplemental update to
WASC schedule
Institutional Presentation.
Page 4 of 4
Sept. 2, 2003 Final Timeline