Standard 2
Planning and Evaluation

Team Members:

Jill O’Hagan, lead, Director of Business & Industry Services

Frank Aleman, Professor

Brian Donohue-Lynch Associate Professor

Marion Egan, Professor

Cheryl Goretti, Assistant Professor

Dianne Williams, President

 

Description

Planning

The planning and evaluation process at Quinebaug Valley Community College focuses on the guiding principle of Learners First. The College’s guiding principle was developed as a result of its commitment to focused planning, or hoshin kanri, which the College uses to achieve identified goals and to allow all College staff to see the relationship of their work to the movement of the College.

College planning follows a yearly cycle and is driven by the Lead Planning Team. The President selects the team. At least one member is selected from each division of the College; members are trained in the principles of focused planning and serve for a minimum of two years.

Overlaying and informing the Lead Planning Team’s deliberations are the Strategic Goals developed on a system-wide basis for all twelve colleges in the Connecticut Community-Technical College (CCTC) system and the office of the system’s Chancellor. System strategic goals are stabilized for two to five years. The system plan addresses broad goal concepts; college plans reflect the autonomy of each college and address the means for achieving system goals. The planning process used by Quinebaug Valley Community College is as follows.

In the fall, the Lead Planning Team reviews the system strategic goals and the College’s current Strategic Goals, determines what external, internal, and hard data are needed to update the College goals for the coming year, and develops a plan to collect the data necessary to update the goals. For example, graduate evaluations/surveys are taken and reviewed annually; in 1997 four external scans were held; and a Facilities Master Plan was developed in 1998, which contained numerous projections regarding College enrollment and use.

The team then collects and analyzes data with a view to developing goals for the coming year, and in January the team reports its data collection results to the staff. Having received staff input, the team develops updated goals and presents them to the staff for first review in March and final review and approval in April.

When the goals for the coming year have been finalized, each College division adopts Divisional Strategies to support the goals, and every individual in each division adopts activities to support the divisional goals. Divisional budget requests identify funds needed to accomplish institutional goals, and final decisions are based, when possible, on the Learners First guiding principle. The projected activities of faculty members are reflected in their contractually stipulated faculty additional responsibilities plans and reports. At mid-year and at year-end, each individual and division provides Goal Attainment Reports on the status of goal achievement at the College, division, and individual levels.

Given the College’s commitment to Learners First and “Total Quality” service, the College planning process includes considerable constituent input. For example, in 1998 when Quinebaug Valley Community College was developing its Facilities Master Plan, the College hosted four information-gathering meetings with College constituencies including business and industry, community organizations, educational entities, and legislative and municipal leaders. As part of the strategy to gain information for planning, College staff members serve widely on community boards and in community organizations. Also, the self-study process at the College also enables College programs to receive input on constituent needs to further program planning. Since 1991, eleven College programs have completed the self-study process and submitted self-study reports. In addition, occupational programs at the College have advisory boards that meet to assist in program planning.

The CCTC system also collects information regarding constituent needs in order to develop system goals and to inform local planning efforts. Between 1998 and 1999, for example, the Board of Trustees and the Chancellor’s office sponsored a series of four regionally based information-gathering meetings and a market research project to undertake a comprehensive analysis of current and future educational needs of key regions and constituencies in the state. Individuals from business, government, education, and regional communities participated in the meetings. Summary information from the meetings is available.

 

Evaluation

Evaluation is an integral component of College planning and operations. Various strategies are used to collect information, determine goal achievement and satisfaction, and respond to external requirements. These strategies involve the broad College community, including external groups and agencies and of course the learners themselves. Evaluation focuses on the College overall, programs and services, processes, outcomes achieved by learners, and College employees. The results of evaluation are used in a continuous improvement cycle.

In 1995, while preparing the Interim Report for NEASC, the College applied for the Connecticut Award for Excellence (CAFE), which is the Connecticut award based on the Malcolm Baldrige Total Quality criteria. The criteria included information and analysis, strategic and operational planning, human resource development and management, educational and business process management, school performance results, student focus or stakeholder satisfaction, and a special emphasis on leadership. The application was submitted as a mechanism to gain external feedback as the College began to prepare for review of its institutional effectiveness in 2001. A team of outside reviewers evaluated the CAFE Application and a site visit was made to the College. A panel of judges granted the College the award at the Nutmeg level. None of the examiners or judges was associated with higher education and all were experienced Total Quality examiners. The College was the first State of Connecticut agency to receive this award and, as of this writing, it is the only public higher education institution to have received it. The business community viewed QVCC’s receipt of the CAFE Award as a significant indicator of institutional effectiveness. The evaluation and examiner’s report provided valuable information to the College for the continuing integration of improvement cycles in all facets of the College.

From 1997 through 1999, under the direction of the previous CCTC Chancellor, Indices of Success were developed with specific targets that each of Connecticut’s twelve community colleges reported to the Chancellor and the Board of Trustees. These included such items as funds raised, access to and use of technology for learning, and enrollment. The College documented considerable success in achieving these indices. The Board no longer uses these indices, having replaced them with a new system strategic planning process.

The Connecticut Department of Higher Education, with involvement of the four constituent units of State public higher education, has developed Department of Higher Education performance measures. Each college or subgroup of CCTC system colleges has been benchmarked against other peer institutions nationally and has reported achievement. The finished report for 2000 is available on the system website www.commnet.edu/co/academic/reports/

Accountability%20Report.PDF. This replaces the biennial institutional assessment reports previously required and submitted.

Degree programs and special areas are evaluated using a process and schedule regulated by the Board of Trustees. Special areas at QVCC have included the English as a Second Language and Humanities areas, as well as the Learning Center. Also, the Medical Assisting program is accredited by the American Association of Medical Assistants and is evaluated every six years to maintain that accreditation.

The self-study process for academic programs has recently been redesigned. All colleges in the system have implemented the Discipline Review Process, a systematic and introspective process designed to ensure a curricular area’s continuous improvement. The new review’s purpose is to examine a discipline’s effectiveness through both internal and external perspectives.

Individual programs and services have developed evaluation procedures with the results used to direct improvement. Examples include the library user satisfaction surveys and the developmental student progress study of relationships between developmental and other students concerning enrollment, retention, graduation, and QPA. Relevant staff members initiate such evaluations, and the results are communicated at full staff meetings. College goals and their achievement by division are also reviewed, evaluated, and communicated at these meetings.

Process improvement teams (PITs) may be chartered by the QVCC Total Quality Steering Committee or initiated by relevant staff members based on identified problems or documentation of dissatisfaction. Examples of issues addressed by PITs are building a better course schedule, streamlining the disbursement of student financial aid awards, moving mail and material between the two campuses more efficiently, and improving communication via telephone. The Total Quality Steering Committee has developed a process to track and evaluate changes. PITs are cross-functional, and each team generates a PIT final report.

Since the last College self-study in 1991, the faculty has been involved in classroom assessment activities. When the system developed a new Academic Model and identified eleven initial components, the College chose to take the lead in developing the component on outcomes assessment, building on its prior efforts. A manual, titled A Step-by-Step Guide to Outcomes Assessment in the Connecticut Community Colleges, was developed, and it has been made available for use by other colleges in the CCTC system. Also, the College’s general education objectives were revised into general education outcomes, entailing a shift in language from articulating what the College will teach students to do or know to articulating what students will be able to do upon completion of coursework. Emphasis was then placed on assigning identifiable outcomes for each course and academic program. The Learning and Student Development Division of the College identifies at what point in a program a desired outcome should be assessed. Once assessments clarify whether outcomes are being achieved, curriculum revisions can be made as needed.

            Information is regularly collected and analyzed in an effort to improve programs and services. Results of graduate surveys are used to target programs and services for further study. Scanning sessions have been held with members of the community to collect information, identify perceptions and satisfaction, and solicit ways the College could better meet its mission and the needs of the local community.

New programs and services include a formal evaluation component. Examples include the evaluation of compressed video courses between the Danielson and Willimantic campuses and an evaluation of the new student advising system. In addition, when the organizational architecture changed from three deans to two, a formal evaluation was carried out by the College, as well as a questionnaire on reorganization specifically focused on the Learning and Student Development Division. All of the above evaluative information is shared with staff on a regular basis.

A new system-wide faculty evaluation process, the Faculty Development and Review Plan, was implemented during the 1999-2000 academic year. The new process is the result of a lengthy effort by a system labor-management committee. In the new process, for the first time student ratings and faculty self-appraisal are involved in the review of full-time faculty. Also, a new evaluation tool for non-teaching professional staff was implemented in 2001. Classified staff continue to be evaluated in accordance with their respective collective bargaining agreements. A new evaluation process for managers was developed by the Board of Trustees and a system committee of managers and implemented in 1999-2000. At QVCC this process applies to the President, the executive assistant, deans, and the director of community and professional learning. Achievement of individual goals derived from divisional and College goals is included in the evaluations of all staff. Finally, it is important to note that virtually every staff member has been involved in the current self-study.

 

Appraisal

Planning

The College’s current planning process resulted from its assessment that the staff at large was not embracing, or not actively involved in, the traditional five-year planning system and that the ensuing document from that planning process was not well used.

The new planning process has proved to be successful for the institution in various ways. First, efforts to include all staff in developing and working to attain the goals have been achieved. This is evident by the way goals are being communicated. Goals are discussed and adopted by the staff and then routinely focused on at staff meetings. At division meetings, members supply input and work to develop the divisional strategies and identifiable measurements. Individuals then construct their yearly activities to support the College goals. The planning process has reached all levels of the College.

The planning process is also successful in the way the progress of attaining the goals is reported. Through semi-annual reports on the status of divisional strategies, staff can see tangible results regarding accomplishments made toward meeting the institution’s goals. In addition, each employee is required to assess, through a year-end report, how she or he has fulfilled individual goals and supported the achievement of the institution’s goals. The year-end report is used as part of the employee’s evaluation.

The College was able to measure the success of its planning process when, in 1999, the Community-Technical College system decided on a complete change in its strategic plan. Quinebaug Valley was able to incorporate easily the demands of the system into its planning process, since the College already had a proven process underway. In addition, prior to new contract language requiring that individual faculty additional responsibilities reports directly address the institution’s goals, Quinebaug Valley was the only college in the system already requiring that the reports do so.

Since the College is successful in meeting system-wide strategic goals and incorporating these goals into its plan, it needs further to develop a means to measure how individual and divisional goal attainment relates to the attainment of the College’s goals. In addition, certain operational goals sometimes lie outside the scope of the stated system and College goals. For example, the College’s Administrative Services Division supports the academic area and other areas and establishes operational goals that include such activities as setting up budgets and accounting systems for various programs; however, it is often difficult to relate directly activities of this nature directly to a specific College goal. Another example can be drawn from the Learning and Student Development Division, which establishes departmental goals that express the need for faculty to recruit, hire, and evaluate adjunct instructors each semester: these essential operational goals are nevertheless difficult to align with stated College and system goals. The College must keep working on ways of tracking and measuring important operational goals and incorporating them into the planning process, while making sure that broad statements of goals reflect the essential missions of the institution.

 

Evaluation

            Assessing the effectiveness of evaluation procedures has been a continuous focus for the faculty and staff of Quinebaug Valley Community College. A key example is the way recommendations from the Connecticut Award for Excellence evaluation team have been integrated into College procedures (as discussed above in the Description section and evidenced in CAFE recommendation and feedback reports). Yet more could be done if the College had a full-time institutional researcher. The current researcher is shared with two other colleges and thus primarily provides data related to compliance reporting, such as the multitude of Integrated Postsecondary Education Data System reports and reports for the Department of Higher Education. Over the years there have been many evaluation procedures mandated by external agencies, and it is not always clear how they address the College’s core mission. 

            When degree and career programs are evaluated in accordance with the regular self-study review schedule, knowledgeable individuals from outside the College are invited to review all evaluative processes and comment on both the results of the review and how the review was conducted. Also, small groups of instructors meet to review and evaluate classroom assessment processes and to monitor their effectiveness. This project has evolved into the College’s contribution to the system Academic Model project—the Step-by-Step Guide to Outcomes Assessment--which has been distributed to all colleges in the system to guide their evaluation of their achievement of program and general education learning goals. Also, QVCC has revised all general education and program goals into learner-centered and measurable terms, concomitantly articulating how these goals will be met and how the achievement of these goals will be measured. These measures provide continuous feedback on how the College’s goals are being met and where improvements should be implemented.

            In the new Faculty Development and Review Plan, both the faculty member and the Dean of Learning and Student Development (the immediate supervisor of all full-time faculty) have input in the review process. The plan incorporates an instructional observation with pre- and post-conferences, a self-appraisal, student ratings, a performance review, and an action plan for further professional development. It is expected that the new plan will improve the evaluation process; the College will be working with the CCTC system to develop a process to monitor and measure that improvement.

The College fosters a proactive climate in which it seeks opportunities for improvement, rather than reacting to problems as they arise. A process of continuous improvement can be seen in QVCC’s three-year effort to evaluate the effectiveness of the implementation of recommendations made by Process Improvement Teams. The ideas of Total Quality management and continuous improvement have become ingrained in the College’s culture. These ideas have led to a greater focus on measuring the success of various endeavors and have led the College to question how best to monitor the measurement. A first monitoring program was developed and used, but upon review it was found to be inadequate. Using the original plan and input from those who worked as monitors, a second plan was developed, implemented, and evaluated. During the 2000-2001 academic year, QVCC implemented a third version of the monitoring program while continuing to collect data that can be used to continue refining the evaluation process.

The lack of a full-time institutional researcher inhibits the analysis of quantitative research regarding College needs and goals and often leads to heavy reliance on qualitative data alone. For example, QVCC’s ability to prepare grant applications, to complete program reviews and accreditation reviews such as the NEASC self-study and the Medical Assisting accreditation review, and to track student progress would all be enhanced by a full-time institutional researcher.

 

Projection

Planning

 

Evaluation


Documents

Academic Model documentation

Annual committee reports

Biennial institutional assessment reports

Blank Management Evaluation Report

CAFE Application, recommendation, and feedback reports

College Strategic Goals—2001-02, 2000-01, 1999-2000, 1998-99, 1997-98

Department of Higher Education performance measures

Developmental student progress study, English and math

Discipline Review Process

Divisional Strategies

Evaluations of compressed video courses

Evaluations of the new student advising system

Example of a college plan prior to 1996

Facilities Master Plan

Faculty additional responsibilities plans and reports

Faculty Development and Review Plan

Faculty Evaluations

Formal evaluation of changes in organizational architecture, with summary of meetings and concerns expressed

Goals and Goal Attainment Reports at the College, division, and individual levels, 2000-2001

Graduate surveys

Hoshin Kanri Training Manual

Indices of Success and related report

Lead Planning Team year-end reports—2000-01, 1999-2000, 1998-99, 1997-98

Library user satisfaction surveys and results

Medical Assisting Program accreditation report

Process Improvement Team Reports

Questionnaire on LSD reorganization

Regionally based information-gathering meeting summaries

Report on Plastics program

Self-study reports, 1991-present (11)

Step-by-Step Guide to Outcomes Assessment in the Connecticut Community Colleges

Strategic Goals and directives, system-wide and College

Tech Plans, including the Blue Sky Tech Plan

Usage statistics for the Learning Center