Project Acronym: CPD4HE Version: 1 Contact: [email protected] Date: 30.09.2010 Project Document Cover Sheet Project Information Project Acronym CPD4HE Project Title CPD4HE: Open Resources on HE Teaching and Learning Start Date September 2010 Lead Institution UCL Project Director Jane Hughes Project Manager & contact details Jane Hughes ([email protected]) – Project Manager; Man Yang ([email protected]) - Project Officer Partner Institutions N/A Project Web URL www.ucl.ac.uk/cpd4he/ Programme Name (and number) OER OMAC - OM06 Programme Manager Jo Masterson End Date 31 August 2011 Document Name Document Title Project Plan Reporting Period N/A Author(s) & project role Jane Hughes, Project Director Date 1 October 2010 URL http:://www.ucl.ac.uk/calt/cpd4he/ Access √ Project and Academy/JISC internal Filename OER2projectplanCPD4HE.doc √ General dissemination Document History Version 2 Date 1 November 2010 Page 1 of 27 Document title: Academy/JISC Project Plan Last updated: August 2010 Comments Amended in response to feedback on draft Project Acronym: CPD4HE Version: 1 Contact:[email protected] Date:30 September 2010 The Academy/JISC Project Plan Overview of Project 1. Background The project addresses the need to support flexible provision for the professional development of those who teach in higher education (HE). Higher education careers are increasingly varied, perhaps especially with regard to teaching roles and responsibilities. A wide variety of staff teach and/or support learning, including research staff, teaching fellows, postgraduates, lecturers and senior academics. “Support” staff such as learning technologists may also interact directly with students. Many people teach part-time in higher education and have professional roles elsewhere. The different groups are likely to have different professional development needs. Two fairly recent trends also have implications for HE teachers’ professional development. Firstly, the growing number of multi-disciplinary and interdisciplinary programmes may challenge disciplinary assumptions about learning and also about the relationship between research and teaching. Secondly, learning technologies are increasingly embedded in learning and teaching; blended learning is becoming the norm and more campus-based teachers are exploring the possibilities of distance learning. Both of these trends mean that learning resources are increasingly developed and used by teams rather than around the research interests of individual academics. Our own institution illustrates these developments: the new Institutional Learning and Teaching Strategy (ILTS) states that all staff, including researchers, must teach; all courses are required to use blended learning to some extent; an ambitious interdisciplinary BA/BSc programme is being developed. We need to meet the professional development needs of new HE teachers, more senior academics and those who support teaching and learning. In doing so, we must take account of disciplinary and institutional contexts (including FE) and of the wide range of learning scenarios in which practitioners are engaged. HE teachers may need to participate in an ongoing taught programme, choose individual workshops, find and reflect on evidence from practice and scholarship. Flexibility in terms of time, place and pace of study are also vital. The development of the Professional Standards Framework (PSF) is a huge help in the effort to enhance teaching and learning but it challenges institutions to develop flexible ways to support staff development within the Framework. The project benefits from institutional interest in and support for OER and builds on experience gained in previous OER projects. The ILTS states the intention to raise the external profile of UCL’s teaching to match its reputation for research. iTunesU and YouTube are already being used to release UCL learning resources and other material and there have been two recent UCL OER projects, the VERB (Virtual Educational Resource for the Biosciences) project and the Dutch History project. In the last year the use of Open Educational Resources has been promoted through support activities and in workshops for academic staff and graduate students. But there is still work to be done to effect the kind of cultural change needed to make sharing and re-use of learning resources routine. We believe this is the case across the sector. Page 2 of 27 Document title: Academy/JISC Project Plan Last updated: August 2010 Project Acronym: CPD4HE Version: 1 Contact:[email protected] Date:30 September 2010 2. Aims and Objectives Aims To release open educational resources equivalent to 300 study hours, with a strong but not exclusive focus on the priority areas, Digital and Information Literacies and Discipline-Specific Teaching and Learning. To evaluate the resources, addressing their use in a variety of contexts To develop and release guidance materials for potential users of the resources To capture and disseminate the experiences of those who have used the resources To conduct dissemination activities around the release of the resources 3. Overall Approach These are some of the questions we expect to engage with in order to carry out this work: Who will use the resources? How will the materials be used? How can we encourage potential users to seek out and reuse them? What are the inhibitors and barriers? What are the best ways to work with teachers to develop and release their learning materials as open resources? How will we negotiate IPR agreements for the project? How can licensing accommodate third party content and institutional contributors? How can we maximise discoverability? What factors (eg rich metadata? choice of repository?) influence the discoverability of open educational resources? What are the most appropriate digital formats for the varied materials we are releasing? The issue of discoverability has led to a change of project name. The original, OpenPSF, was used as the working title for the proposal but we felt that “PSF” would only be meaningful to those who had engaged directly with the framework, whereas “CPD” is more widely understood. We still believe the subheading, “Open Resources on HE Teaching and Learning” is essential and this will feature on all documentation. Given the level of funding and the required timescale, we will build on our substantial core of existing resources rather than creating entirely new ones. At UCL, an HEA-accredited (PGCLTHE) programme, embedded in our MA Education and supplemented by a range of short courses and workshops, represents a flexible set of professional development options and embodies the PSF core values. We will draw on this package for the resources we release and particularly on two modules of our PGCLTHE, with additional material from Learning Technologies modules in the MA Education programme and workshops for staff and graduate teaching assistants. Key features of the materials are: Focus on learning and the student Classroom-based activities and “virtual alternatives” with shared learning outcomes Provision for all PSF levels and kinds of teaching and support for learning Disciplinarity addressed both explicitly and through experiential learning Digital literacies and e-learning addressed both explicitly and through experiential learning Consideration of summative and formative assessment embedded in the learning process The individual’s experience of teaching viewed as a resource central to learning The HE teacher viewed as part of a community; interaction with this community is part of learning. It would be fair to say that virtually all these learning resources demand reflection on the nature of learning and teaching in a participant’s discipline and offer an opportunity to explore the affordances of digital technologies to enhance learning, teaching and assessment. Activities, readings and resource materials consider digital literacies both as an essential part of teaching in the discipline and in relation to student learning and the student experience. They also provide HE teachers with a taste of the student experience of learning technologies, on which to reflect. The resources we release will adopt the same approach and offer the same opportunities. Page 3 of 27 Document title: Academy/JISC Project Plan Last updated: August 2010 Project Acronym: CPD4HE Version: 1 Contact:[email protected] Date:30 September 2010 We will release learning resources equivalent to at least 30 credits. The notion of 30 credits has helped us to conceptualise the resources and plan the work but we will not present the material as a complete 30-credit course; we would regard doing so as a possible barrier to repurposing. The resources could, however, be combined to provide a single coherent programme. Individual resources might also contribute to a range of different accredited courses or professional development schemes. These materials were developed collaboratively and have already been through several cycles of evaluation in use. We will organise the materials for release into ten “Resource Units”, each equivalent to about 30 study hours. Through our initial project team meetings, we have provisionally identified the ten headings under which the released resources will be grouped. These are: 1. Designing and planning a teaching session 2. Assessment and feedback to students 3. Academic literacies 4. Learning, Teaching and Technologies 5. Relationships between teaching and research 6. Quality 7. Values in Higher Education 8. Internationalising HE 9. Skills in Higher Education 10. Designing the curriculum We already have more than enough resources but we do anticipate adding some new materials as well as developing the existing ones. We intend to use new opportunities in the institution for digital recording and automatic capture of teaching sessions in order to add short video clips. We will also increase the number of learning tasks that exploit digital media for documenting and reflecting on practice. Many of the resources are currently in moodle “book” form. We will build on the experience of the VERB project when considering the format for releasing these. We must enable the materials to be reused and re-configured with a fine degree of granularity, so that a single text, digital recording or activity, in an open format, can be extracted. We will provide guidance on potential pathways and configurations. We will also capture and include in the release knowledge and experiences of those who have developed and used the resources, in the form of audio commentaries from tutors and course participants, with transcripts. We will engage with stakeholders throughout the project, using a variety of methods. There are several stakeholders who are crucially influential but we consider our primary target audience to be those responsible for accredited provision in institutions. Members of the project steering group hold such responsibilities and they also work in contrasting institutional contexts. A member of the project team, Ulrich Tiedau, will convene a multidisciplinary academic consultation group to give feedback on the resources. This part of the project work will include running two focus groups and encouraging group members to consider the relevance of the resources in their disciplines. The group will meet in December to consider the first two resource units completed, and in March to consider the next four. We will report on the process and outcomes. A steering group of stakeholder representatives will be formed early in the project and will advise on project evaluation and dissemination. Early and continuing work with stakeholders will also consider where, in addition to JORUMOPEN, to place the resources. Page 4 of 27 Document title: Academy/JISC Project Plan Last updated: August 2010 Project Acronym: CPD4HE Version: 1 Contact:[email protected] Date:30 September 2010 We will make use of the programme and establish links with other projects where possible. We have already made contact with the DELILA project, managed by Dr. Jane Secker and begun to consider ways in which we can collaborate. We welcome the support for such pairings from the Evaluation and Synthesis group. Institutional embedding The project will advance important UCL teaching and learning goals and we will exploit this by putting its work on the agenda of committees and working groups on which the team members serve. In addition to the work of named team members, we are able to draw on expertise from the UCL Library, Media Services, Learning Technology Support Service to support our day-to-day work, in which the project is embedded. Critical success factors Agreement is reached internally on resources to be released Stakeholder engagement and dissemination activities achieve their aims Resources are suitable (or can be adapted) for release as OER We are able to negotiate licensing agreements We are able to manage the conversion process Quality management processes are adequate Resources are released in repositories appropriate to potential users 4. Project Outputs Ten “resource units” including support for both classroom-based and virtual learning Audio commentaries with transcripts (user and developer experiences) Written guidance about how the activities might be used in different contexts Blog posts and progress reports Reports, papers and other publications 5. Project Outcomes Outcome Richer understanding of how OER materials can be used in new contexts, including different disciplines More flexible and varied accredited CPD provision for teaching staff More sharing of resources amongst those who design accreditation schemes Possible Impact The work of OER, learning technology and educational development communities informed by this and good practice in OER re-use spreads More teaching staff participate in accreditation schemes, leading to a better and more consistent experience for students Cascade effect raises awareness of OER use amongst staff participating in accreditation schemes 6. Stakeholder Analysis Stakeholder Vice provost Academic & International (Home institution) Page 5 of 27 Document title: Academy/JISC Project Plan Last updated: August 2010 Interest / stake Drives institutional teaching & learning strategy; expects project to support this. Importance High Project Acronym: CPD4HE Version: 1 Contact:[email protected] Date:30 September 2010 HE staff with teaching responsibilities (Internal and external) Learners in HE Educational developers and others responsible for accredited provision The original creators of the resources Other members of our institution Senior managers in institutions, home and external: our own managers, those managing quality, innovation and other aspects of learning & teaching Subject Centres HEA/JISC HEFCE Project team members Need support to develop and enhance their teaching; expect it to be relevant to their disciplines The student learning experience is of central concern to teachers; student feedback on their experience is a key quality indicator for institutions. Our primary user group. Knowledgeable; potentially both appreciative and critical of resources Have invested time and effort into creating resources and may want some control over their future use. Aware of external reputation. Expect institution to achieve high standards If aware of useful resources, may influence uptake. Need to know resources given to the project are providing value May contribute disciplinerelated perspective and advice to the project; can increase project impact through work with practitioners in the disciplines Provide programme structure and vision, information, advice, networking opportunities Expect regular, reporting and engagement with the programme Fund the OER programme; expect visible impact Vital project resource; work together to achieve project aims High High High High Medium High High High High High 7. Risk Analysis Risk Staffing: Loss of project leadership Probability (1-5) Severity (1-5) Score (P x S) 2 5 10 Page 6 of 27 Document title: Academy/JISC Project Plan Last updated: August 2010 Action to Prevent/Manage Risk Information will always be shared across the team to enable continuity. Highly experienced staff, RD or HS would be able to sustain the project. Project Acronym: CPD4HE Version: 1 Contact:[email protected] Date:30 September 2010 Loss of resource developers 2 4 8 Loss of other team members 2 5 10 Organisational Failure to maintain a committed, productive team 1 5 5 Lack of co-operation from an original developer of materials 3 2 6 Lack of enthusiasm from those evaluating the resources 3 4 12 Large-scale organisational change affecting project team members 3 4 12 Page 7 of 27 Document title: Academy/JISC Project Plan Last updated: August 2010 Our project team is experienced and versatile. We would be able to reallocate development work in the event of staff movement They have specific expertise which could be difficult to replace. Keep their home departments informed to encourage support for the project and ability to provide a substitute. Dialogue with programme manager in the event. Members of the project team have worked successfully together for several years. We will foster enthusiasm and cohesion by meeting regularly to share and discuss progress. Individual professional goals will be respected. Some reluctance is likely but the culture within the core teaching team is to share resources. With such a large bank of materials and an experienced development team we are confident we would be able to substitute materials in such a case. Buy-in from potential users is important. We will bring them in at the start and involve them in the development of the resources as much as possible. There are agreed institutional change and transition procedures to manage such processes. Project Acronym: CPD4HE Version: 1 Contact:[email protected] Date:30 September 2010 Technical Accessibility 1 5 5 Interoperability 1 5 5 Fitness for purpose 1 5 5 3 2 9 Resources will always be released in more than one repository. 3 4 12 Reaching agreements about IPR will be challenging but we will embark on this work immediately. IPR policy at UCL is favourable in that it resides with the author for all teaching materials. We have a specialist (JHe) in the team. External suppliers Failure of system hosting released resources Legal Difficulties in reaching agreement about IPR. . Failure to adhere to accessibility guidelines would be a serious risk but the team is aware, has specialist knowledge and has built checks on this into the development process. Failure to adhere to requirements on formats and standards would be a serious risk but the team is aware, has specialist knowledge and has built checks on this into the development process. It would be a very serious threat to the project if the released resources were not fit for purpose pedagogically, in terms of the UK PSF or with regard to re-use or repurposing. The quality plan is intended to minimise such a risk. 8. Standards The information given at the first programme meeting was extremely helpful. We will not deviate from the Academy/JISC recommended standards outlined there and will follow all guidelines relevant to the project and programme. We build on phase one by using the CORRE Framework (developed as part of the JISC OER Phase 1 OTTER project at the University of Leicester): http://www2.le.ac.uk/departments/beyond-distance-research-alliance /projects /otter/about-oers/Correweb.pdf and we have also drawn on the work of the Low Countries History Phase 1 project in considering standards. We will follow JISC TechDis recommendations with regard to accessibility and usability. Resource descriptions will conform to both the programme minimum requirement of: UKOER+CPD4HE tag, Title, Author, Date, URL, File format and size and, in addition the recommended Language, Subject classification(s), Keywords, Comments and Free text description. Name of standard or specification RSS/Atom Version Notes For publication Jorum Open metadata standards Dublin Core http://www.jorum.ac.uk/docs/pdf/JorumOpenapplicationprofile.pdf Open document format (.odt); rich text format (.rtf). If appropriate, portable For text Page 8 of 27 Document title: Academy/JISC Project Plan Last updated: August 2010 For metadata Project Acronym: CPD4HE Version: 1 Contact:[email protected] Date:30 September 2010 document format (.pdf) PNG, JPEG MP3 For images For audio MPEG4 For video 9. Technical Development Although the project is not developing any new system, we will follow an iterative development cycle in preparing our resources for release. We will use established methods for capturing user requirements and carry out three cycles of specification, development, release and evaluation, corresponding to release of the resources in three phases. 10. Intellectual Property Rights The resources for the project will be released under Creative Commons licenses (wherever possible CC Attribution-ShareAlike). The intention is to move when possible to Creative Commons 3.0, due for release in early 2011. As shown in the workpackages, a significant part of the project work is to negotiate IPR and especially to deal with licensing of any third party content. As stated in Section 3, we have established a link with the OMAC project, DELILA, and intend to share experience and knowledge in this area. Project Resources 11. Project Partners N/A 12. Project Management Responsibilities and decision-making The small size of the project means some roles are combined. Jane Hughes (JH) has a project director as well as project manager role and Man Yang (MY) will take on some project management responsibilities. Jane Hughes will manage the project and have overall responsibility for evaluation, stakeholder engagement and liaison with the Programme staff. Day-to-day co-ordination will be undertaken by the project officer, Man Yang. Individual team members will take the lead on particular workpackages. Although the division of responsibilities has been guided by individuals' particular strengths, there is sufficient overlap of skills in the team to allow reconfiguring to cover unforeseen problems and thus minimise risk (see Risk Analysis). The full project team (JH, MY, RD, HS, JHe, UT, CY) will meet monthly. A project steering group will act as a critical sounding board, will meet three times during the life of the project and will be asked to review the project plan, interim and final project reports. Steering Group members are stakeholder representatives with knowledge of the professional development needs of teachers in post-compulsory education. This is a single-institution project and three members of the project team work on UK PSF provision and accreditation in our own institution. The Steering Group brings a broader perspective, with a range of institutions represented. In addition to the Project Director and UCL digital literacies expert, Dr. Colleen McKenna, members include Jannie Roed, Principal Lecturer at Thames Valley University and responsible for the Postgraduate Certificate Programme there and Anna Douglas, Deputy Director of City & Islington Sixth College, who also has institutional CPD responsibilities. Communication All team members have experience of teaching, supporting learning and developing learning resources, but with different perspectives and immediate working contexts. We view diversity as a strength but acknowledge the effort needed to achieve shared understanding and the potential cost of failure to do so. We will therefore prioritise face-to-face meetings in the early stages of the project and supplement these with frequent online interaction throughout. We routinely use online collaboration Page 9 of 27 Document title: Academy/JISC Project Plan Last updated: August 2010 Project Acronym: CPD4HE Version: 1 Contact:[email protected] Date:30 September 2010 tools to support our work and will continue to do so, sharing materials and information and collaborating on documents via moodle, the institutional wiki, GoogleDocs and other tools as needed. We also place high value on communication with the Academy and JISC and will ensure that the benefits of this are disseminated throughout the team. Relationship with OER programme staff Team members have in the past benefited from their participation in Academy/JISC programme meetings and HEA events. As we have done in previous projects, we will make use of JISC resources and communication channels and maintain a dialogue with programme and project staff. Services which we anticipate will be particularly useful include Academy Subject Centres, JISC Infonet and JISC Legal, Web2Rights, CETIS. Project team The project team consists of six people, shown with contact details and a summary of their contribution, in the table below. This is followed by brief biographies. We are confident that the team has the skills and experience to complete the project successfully and sufficient overlap of expertise and experience to minimise risks associated with loss of staff, at any point during the project (see Risk Analysis). Three team members (JH, CY, UT) have worked on JISC/Academy programmes previously. We have identified some training needs (advanced training in the institutional content management system and briefing on licensing and legal issues for the Project Officer). These will be provided in-house as part of institutional CPD. Team member Project Director/manager: Jane Hughes (JH) [email protected] 10% FTE spent on project management Experience/expertise Project management and project work; HE teaching; creating learning resources; learning technologies; literacies and online communication. Project Officer: Man Yang (MY) [email protected] 10% FTE Resource Developer; Holly Smith (HS) [email protected] Project support and development; web development, web accessibility; learning technologies. HE teaching and learning, HE teacher professional development Contribution to Work Steer project; liaise with steering group and Academy. Manage project team; reporting; final responsibility for evaluation; dissemination. In teaching role, will develop and trial resources. Develop project website; coordinate day-to-day activity and reporting; provide technical support for resource developers. Developing resources for release and evaluating them. Resource Developer: Rosalind Duhs (RD) [email protected] Writing virtual learning resources, assessment and feedback to students Developing resources for release and evaluating them IPR & Licensing Adviser: June Hedges (JHe) [email protected] Licensing, rights, IP issues; Work with resource developers and advise project officer and team on licensing and rights issues. Disciplinary Academic Group Co-ordinator: Ulrich Tiedau (UT) [email protected] Open Educational Resources, HE teaching and learning Institutional learning technologies adviser: Clive Young (CY) [email protected] Learning technologies, video, distance learning Conduct focus groups reviewing resources from disciplinary perspectives. Report results. Exchange of ideas with OER Digital Humanities Project Review resources from a learning technologist’s perspective. Work with resource developers and advise project officer and team, particularly on video resources. Page 10 of 27 Document title: Academy/JISC Project Plan Last updated: August 2010 Project Acronym: CPD4HE Version: 1 Contact:[email protected] Date:30 September 2010 Biographies of team members Dr. Jane Hughes, Project Manager, is a lecturer, leads the Learning Technologies Programme in the UCL Centre for the Advancement of Learning and Teaching (CALT) and teaches on UCL’s accredited PGCLTHE and MA Education programme. She advises on technology-based innovations in teaching and learning and sits on the UCL Quality Management and Enhancement Committee. She has worked on numerous development projects and was project leader for JISC DNER VDML Project. Man Yang, Project Officer, has 10 years’ experience in learning technology support at UCL and particular expertise in web development, web accessibility and database design. She has developed and maintained the websites for projects including ATLAS (http://www.ucl.ac.uk/atlas) and CrossCALL (http://www.ucl.ac.uk/calt/crosscall/ ), has worked with Jane Hughes on several funded projects and on co-ordinating the UCL Teaching & Learning Network (http://www.ucl.ac.uk/tln/ ). June Hedges, IPR and licensing adviser, is head of the Teaching and Learning Support Section of UCL Library Services. She has extensive experience of Licensing schemes and of negotiating rights with owners for re-use for educational purposes. In providing advice to the UCL community she has developed considerable expertise on all issues relating IPR in the academic environment, in particular issues surrounding the re-use of materials in online environments. Dr. Holly Smith, resource developer: her main expertise is in academic development in higher education. She has been Programme Leader of the Postgraduate Certificate in Learning and Teaching in Higher Education (PGCLTHE) since it’s inception in 2002/03 and has also taught on the PGCLTHE programmes at Liverpool John Moores University and the Open University, and been employed as an external reviewer for the Open University and Institute of Education programmes. Dr. Rosalind Duhs, resource developer, is a Senior Teaching Fellow with a long experience of writing online resources for teaching and learning. She has a profound interest in helping academic staff to learn to teach and studied courses to support their development for her PhD. She was a pioneer in the use of virtual learning environments. Her special area of expertise is assessment and feedback to students. Dr. Ulrich Tiedau, academic evaluator, is a lecturer in UCL’s Dutch department, and a learning technologist. He has worked on and across the borders of humanities and information and communication technologies for most of his professional life and published widely on Belgian, Dutch and German history, as well as on distance education and information science. He is Web Publications Editor for ALT and a Fellow of the Higher Education Academy. He took part in the pilot phase of JISC’s and the Academy’s OER programme in 2009/10 (OER Dutch history) Dr. Clive Young, learning technologies adviser, has worked as a learning technology consultant in several universities, most recently with Imperial College London. He has led several UK and international projects on the pedagogic design of video and was an e-learning project evaluator for the European Commission. Clive is also an associate lecturer at the Open University tutoring on their MA in Online and Distance Education. 13. Programme Support We anticipate that we will need regular reference to the programme support team in relation to IPR and licensing and will make use of expertise from CETIS, JISC Legal and Web2Rights. We hope the programme manager will facilitate networking and exchange of information between projects and help with dissemination and awareness-raising. Although we are familiar with the JISC Evaluation Framework we will welcome advice on project evaluation. We will ensure that a project representative attends relevant programme events, such as the “Second Tuesday” Elluminate sessions; we are pleased that the November session will focus on IPR and legal issues. We have already had contact with the Evaluation and Synthesis team and look forward to working with them and the project with which we are paired. Page 11 of 27 Document title: Academy/JISC Project Plan Last updated: August 2010 Project Acronym: CPD4HE Version: 1 Contact:[email protected] Date:30 September 2010 14. Budget The budget is attached in Appendix A. Detailed Project Planning 15. Workpackages The workpackages are detailed in the Workpackages document, Appendix B. 16. Evaluation Plan There is overlap between our evaluation and quality management activities; some dissemination activity will also contribute to evaluation and vice versa. We stress that evaluation is a responsibility of all members of the project team, who are committed, generally to approaching their work reflexively. We have dedicated a work package to evaluation, which indicates our view of its significance in the project. We will regularly reflect on progress to ensure that we are meeting our stated deliverables and milestones. The evaluation plan tabulated below shows that responsibilities in this area are distributed through the team. We will also use our steering group to help us evaluate the project and work closely with the Academy/JISC-appointed evaluators. Formative evaluation will use focus groups, feedback questionnaires and reflection on experience, with continuing reference to quality and evaluation frameworks, both in the OER programme and in our institution. Summative evaluation will use a range of measures, as indicated in the table below. At a micro level, we will be trialing and evaluating the resource units continually. We will treat the development, release and trialing of the resource units as an iterative and formative process, so that feedback received on the early resource units will help us to improve them, as well as informing the development of later units. We do not underestimate the work involved to ensure that learning resources are genuinely re-usable in new contexts and this will be a key focus of resource evaluation. Finally, the timescale of the project limits impact evaluation. Ideally, we would carry out further evaluation some time after the end of the project to find out more about whether and how the resources are being used. We anticipate that, as dissemination in the form of publications and presentations will continue after the project end date, we will conduct some evaluation activities to inform this work after the project ends. Timing October 2010June 2011 Factor to Evaluate Fitness for purpose of resources Questions to Address Can the resources provide support for UK PSF accreditation and other accredited provision? October 2010June 2011 Re-usability of resources Are the resources usable by the target audience? This includes pedagogical aspects as well as formats, standards, accessibility. Page 12 of 27 Document title: Academy/JISC Project Plan Last updated: August 2010 Method(s) Mapping exercise; obtain feedback on samples from steering group, critical friend, workshop particpants Focus groups; Steering group; Workshop; Usage tracking; Follow programme guidelines. Measure of Success Can be mapped to UK PSF activities, core knowledge and values; stakeholders report sampled materials to be fit for purpose Formative feedback documented; Formative feedback acted on; Number of resources downloaded; Positive feedback received; Resources conform to programme guidelines Project Acronym: CPD4HE Version: 1 Contact:[email protected] Date:30 September 2010 May-July 2011 Quality of support materials Have the support materials been used? Did the users find them helpful? JuneAugust 2011 Project achievements Are project outputs as planned? Has the project achieved its stated aims? Ongoing Project processes Was the process satisfactory from perspective of (a) programme managers and (b) project team? Tracking use; feedback mechanisms incorporated with support materials. Review progress against stated milestones and deliverables; Collaborate with evaluation and synthesis team on impact evaluation. Internal: discussion at team meetings, review of blog postings; Engage with programme team and processes. Materials downloaded; Positive feedback received Outputs agreed in project plan are delivered. Processes documented; Requirements from programme team acted on; Project team maintained and reports satisfaction. 17. Quality Plan Output Timing Quality criteria QA method(s) October, November 2010 Conforms to programme requirements Follow template and guidelines; Submit draft for feedback October, November 2010 Workplan in achievable Review and feedback from project team; review by steering group; exchange with other OMAC/OER project(s) Output Timing Quality criteria Page 13 of 27 Document title: Academy/JISC Project Plan Last updated: August 2010 Project plan Evidence of compliance Approved by programme manager; feedback acted on Agreed by team members and steering group; Feedback acted on. QA method(s) Quality responsibilities JH Quality tools (if applicable) Template; JISC project management guidelines JH N/A Project website Evidence Quality of responsibilities Quality tools (if applicable) Project Acronym: CPD4HE Version: 1 Contact:[email protected] Date:30 September 2010 compliance October 2010 Usable October 2010 Standards-compliant October 2010 and ongoing Up-to-date October 2010 and ongoing Linked with programme website; conforms to programme guidelines Output Timing Quality criteria Check against web usability guidelines Check against institutional and JISC guidelines Regular review Follow guidelines issued to projects Checklist complete MY Web usability guidelines Checklist complete MY Content-management system; Accessibility checks Blog reflects latest activity Checklist MY/JH Reminders; team meetings MY/JH JISC/ Academy template/guidelines Resource unit description QA method(s) Evidence of Quality compliance responsibilities November 2010 Comprehensive Checklist; team review Covers all aspects Phase 1 identified as important JH/MY November 2010 Conforms to JISC/Academy guidelines on formats and standards Checklist; team review Checklist complete JH/MY Quality criteria QA method(s) Resource units Evidence of compliance December 2010 – June 2011 Fit for purpose December 2010 – June 2011 Pedagogically appropriate December 2010 AND March 2011 Repurposable (pedagogically) Map to UK PSF activities, core knowledge and values Tutor, learner and team review; consultation with steering group members and critical friend Focus groups Output Timing Page 14 of 27 Document title: Academy/JISC Project Plan Last updated: August 2010 Quality responsibilities Quality tools (if applicable) Tools created by Phase 1 CORRE project CETIS guidelines; OER Infokit Quality tools (if applicable) UK PSF Can be mapped to UK PSF HS/RD Positive feedback on resources in use from learners and developers HS/RD/JH Questionnaire for learners Reports from focus groups positive UT/ JISC evaluation guidelines Project Acronym: CPD4HE Version: 1 Contact:[email protected] Date:30 September 2010 December 2010 AND March 2011 Ongoing throughout project Repurposable (technically) Checklist Checklist complete MY/CY/JH Usable Checklist Conforms to usability criteria, including those in our own resource unit specification MY/CY/JH Ongoing throughout project Licensed appropriately Initial and ongoing review Licensing agreement created and approved by programme manager JHe Output Timing May – July 2011 Output Timing May – July 2011 May – July 2011 May 2011 June – July 2011 Output Timing March Quality criteria Helpful to educational developers Quality criteria Content useful to resource users Sound quality acceptable to users Format, appropriate Accurate transcript provided in appropriate format Quality criteria Conforms to QA method(s) Initial review by project team; Review by steering group QA method(s) Feedback questionnaire Use suitable recording equipment and test in different contexts (as advised by UCL Media Services) Check against CETIS guidelines Professional transcriber used; QA method(s) Follow template Page 15 of 27 Document title: Academy/JISC Project Plan Last updated: August 2010 User guidance document Evidence of Quality compliance responsibilities Approved by steering group JH, HS, RD Audio commentaries Evidence of Quality compliance responsibilities Positive response JH/HS to questionnaire CORRE framework; Resource unit specification CORRE framework; OER Inforkit; CETIS guidelines; Resource unit specification JISC OER and in-house tools and charts Quality tools (if applicable) Feedback questionnaire Quality tools (if applicable) Online questionnaire Advice from Media Services has been followed. Volunteer listeners find quality acceptable. MY/CY N/A Conforms to guidelines Proof-reading process complete; Open format as for all other documents (eg.odt) MY CETIS/CORRE JH/MH N/A Interim report Evidence of compliance Approved by Quality responsibilities JH Quality tools (if applicable) Template; Project Acronym: CPD4HE Version: 1 Contact:[email protected] Date:30 September 2010 2011 Output Timing April OR July April OR July April OR July Output Timing August 2011 Output Timing Ongoing and extending beyond project end date programme requirements and guidelines; Submit draft for feedback Quality criteria Meets participant expectations Pedagogically appropriate QA method(s) Participant feedback; tutor reflection Plan developed building on expertise and experience in team; Dialogue with participants; Results in ideas for change amongst participants Quality criteria Conforms to programme requirements Quality criteria Acceptable by relevant publications and conferences (therefore appropriate to audience and purpose) QA method(s) Follow template and guidelines; Submit draft for feedback QA method(s) Peer review programme manager guidelines Workshop Evidence of Quality compliance responsibilities Positive JH feedback Quality tools (if applicable) Feedback/evaluation form Team approves plan JH/RD/HS/MY Team review Participants state intentions and describe plans for change JH/RD/HS/MY Feedback/evaluation form Final report Evidence of compliance Approved by programme manager Quality responsibilities JH Articles, presentations Evidence of Quality compliance responsibilities Acceptance for presentation and/or publication All authors/presenters Quality tools (if applicable) Template; guidelines Quality tools (if applicable) Event and/or journal requirements and guidelines 18. Dissemination Plan Dissemination Strategy We outline dissemination plans here but will also respond to unexpected opportunities that may arise during the course of the project; we anticipate activities additional to those outlined below. Dissemination is a major responsibility of the project manager. We will be guided by our steering group and will exploit opportunities arising from the OER programme. Page 16 of 27 Document title: Academy/JISC Project Plan Last updated: August 2010 Project Acronym: CPD4HE Version: 1 Contact:[email protected] Date:30 September 2010 Using our stakeholder analysis as a starting point, we will identify target audiences and fit dissemination to their needs. For example, senior managers may respond to regular short summary reports, while academics might look for evidence in a paper or case study available via an Academy Subject Centre. The project website will be informative, up-to-date and interactive. Social networking tools will be used to contact and build communities of interest, RSS Atom for publishing, microblogging (eg Twitter) for timely dissemination of project developments and events as they arise. We will use events and structures in our institutions (eg UCL's Teaching and Learning Network) and our region (eg the M25 Learning Technology Group) as well as national and international conferences such as ALT-C, and Academy and SEDA events and channels. There is a small budget item for conference attendance. We will give one conference presentation about the work of the project and use other relevant conferences that we attend as part of our day-today work to publicise the project. Timing November 2010 October 2010 Dissemination Activity OER@UCL Website Audience Internal and external Internal and External – project team, programme team, other projects, interest groups Senior staff, internal Purpose Alert, interest, inform Alert, interest, inform Key Message OER is important at UCL We are up and running; We are offering something and interesting Ongoing Briefings Gain and maintain support Mailings (JISCmail lists) Relevant interest groups ALT Newsletter announcement Learning Techologists Alert to forthcoming resource release Announce first release This work will benefit the institution Look out for useful resources Periodic, December to June January January Academy and/or SEDA Newsletter announcement Announce first release Ongoing throughout project Blogging; working with programme team; participating in Academy/JISC events December or early January Focus group 1 Educational developers and other programme providers Programme staff; other OER projects; internal and external interest groups Academics/teachers in different disciplines March and June Mailings; resource release Various March or early April Focus group 2 Academics/teachers in difference disciplines Announce second and third release Assess fitness for purpose in different disciplines – units 3-6 Project web site and blog Page 17 of 27 Document title: Academy/JISC Project Plan Last updated: August 2010 Please look and give us some feedback Please look and give us some feedback Maintain engagement; keep informed. Will vary Assess fitness for purpose in different st disciplines – 1 2 units We value your opinion about how this might apply to teaching in your various disciplines Please try new resources We have acted on your suggestions and value your feedback on further resources Project Acronym: CPD4HE Version: 1 Contact:[email protected] Date:30 September 2010 February Presentation: Internal/local July Workshop: Regional/national Depends on choice of conference Conference presentation (One of HEA, SEDA, ALT conference) A range of staff engaged in teaching and supporting learning Accredited scheme designers and tutors Depends on conference but includes learning technologists and educational developers Discuss issues around OER Information and support for OER use is available Explore repurposing Consider how you would use these resources Use the resources. Learn from our evaluation. Report evaluation of resources 19. Exit and Sustainability Plans Project Outputs Resource units Project documentation, including guidance materials, example pathways and case studies Papers, including publication(s) on re-use of OER Action for Take-up & Embedding Promote work at academic development conferences and in relevant HE networks, including HEA subject centres. Publish case studies and target potential users. Submit to wide range of journals/publications. Publish all writing on project website and institutional research repository. Page 18 of 27 Document title: Academy/JISC Project Plan Last updated: August 2010 Action for Exit Continue to embed resources in activities undertaken by project team. Keep resource units available on JORUM. Keep available on project website for at least 3 years. Keep available on project website at UCL for at least 3 years. Work with Academy/JISC to disseminate. Open access via UCL institutional research repository. Available on project website at UCL for at least 3 years. Project Acronym: CPD4HE Version: 1 Contact:[email protected] Date:30 September 2010 Appendixes Appendix A. Project Budget Directly Incurred Staff Project Officer (MY) Grade 7 9.09%FTE Resource developer (HS) Grade 8 3.64% FTE Resource developer (RD) Grade 8 3.64% FTE Total Directly Incurred Staff (A) Aug 2010 – Jul 2011 3,904 Aug 2011 – Jul 2012 374 4,278 2,133 205 2,338 2,073 199 2,272 £8,110 £778 £8,888 Aug 2010 – Jul 2011 Non-Staff Aug 2011 – Jul 2012 TOTAL £ TOTAL £ Travel and expenses Dissemination Evaluation Audio transcription Learning Technology Support Service (CY) Total Directly Incurred Non-Staff (B) 935 1,525 140 579 1,869 85 140 13 53 171 1,020 1,665 153 632 2,040 £5,048 £462 £5,510 Directly Incurred Total (A+B=C) (C) £13,158 £1,240 £14,398 Directly Allocated Aug 2010 – Jul 2011 6,976 562 7,538 979 94 1,072 1,301 129 1,430 1,142 109 1,251 1,723 £12,121 147 £1,041 1,870 £13,162 Indirect Costs (E) £10,255 £877 £11,132 Total Project Cost (C+D+E) £35,534 £3,158 £38,692 Project Manager/PI (JH) Grade 8 11.42% FTE Licensing adviser (JHe) Grade 8 1.82%FTE Academic evaluator (UT) Grade 8 2.42%FTE Administrator (AG) Grade 8 2.12%FTE Estates Directly Allocated Total (D) Page 19 of 27 Document title: Academy/JISC Project Plan Last updated: August 2010 Aug 2011 – Jul 2012 TOTAL £ Project Acronym: CPD4HE Version: 1 Contact:[email protected] Date:30 September 2010 Amount Requested from JISC Institutional Contributions £17,767 £17,767 £1,579 £1,579 £19,346 £19,346 Percentage Contributions over the life of the project Academy 50 % Partners 50% Total 100% Nature of Institutional Contributions Directly Incurred Staff As above 50% £4055 £389 £4444 £2524 £231 £2755 £6060.50 £520.50 £6581 Indirect Costs 50% £5127.50 £438.50 £5566 Total Institutional Contributions £17,767 1,579 £19,346 Directly Incurred Non Staff As above 50% Directly Allocated As above 50% Indirect Costs Page 20 of 27 Document title: Academy/JISC Project Plan Last updated: August 2010 Project Acronym: CPD4HE Version: 1 Contact: [email protected] Date: 30.09.2010 The Academy/JISC WORK PACKAGE WORKPACKAGES 1: Project start-up 2: Initial stakeholder engagement 3: Describe a resource unit 4: Develop resource units 5: Release resources 6: Copyright and licensing 7: User guidelines and pathways 8: Dissemination 9: Evaluation 10: Reporting 11: Project management and sustainability Project start date: September 2010 Project completion date: 31 August 2011 Duration: 12 months Page 21 of 27 Document title: Academy/JISC Project Plan Last updated: August 2010 Month 1 Sep X X 2 Oct X X X X 3 Nov 4 Dec 5 Jan 6 Feb 7 Mar 8 Apr 9 May 10 Jun 11 Jul 12 Aug X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X Project Acronym: CPD4HE Version: 1 Contact:[email protected] Date:30 September 2010 YEAR 1 September Milestone Responsibility Meeting scheduled JH October 31 WORKPACKAGE 1: Project Start-up Objective: To establish clear shared aims and agree approaches, working relationships and practices 1. Convene project team for initial meeting Overview of workpackages agreed 2. Liaise with OER programme team 3. Complete project plan Attend First Programme Meeting Project Plan Draft submitted 4. Set up project website JH JH MY Project web site 5. Discussions with individual team members 6. Agree topic headings for resource units Individual workpackages agreed List of resource unit topics 7. Draft meeting schedule for duration of project Meeting schedule in shared diary WORKPACKAGE 2: Initial Stakeholder Engagement September 30 November 1November 30 November Topic list drafted JH/MY HS/RD/JH MY Objective: To establish relationships between the project and key stakeholders 8. Convene and meet with project steering group Page 22 of 27 Document title: Academy/JISC Project Plan Last updated: August 2010 Steering group approves project plan Target groups and needs identified Steering group complete. Meeting date JH Project Acronym: CPD4HE Version: 1 Contact:[email protected] Date:30 September 2010 9. Make contact with related OER projects September 30 October Common interests and synergies identified 10. Convene discipline-based consultation group 1 December 20 December 11. Internal awareness-raising October 30 November Increased understanding of disciplinary concerns and priorities OER@UCL web site and business cards 12. External awareness-raising November 30 November JISCMail announcements WORKPACKAGE 3: Describe a resource unit 1 October 30 November agreed Contact at least 1 project Membersh ip agreed UCL agrees to web site Lists identified JH UT MY JH/All Objective: To clarify requirements and ensure consistency of approach to development 13. Agree pedagogical requirements 14. Agree nature and range of a resource unit 15. Agree on formats, standards, metadata 16. Resource unit description Note to project team; Blog post Note to project team; Blog post Note to project team; Blog post Results of 13-15 documented as Resource Unit Description on website October 30 November WORKPACKAGE 4: Develop resource units October June 16. 2 units developed, and evaluated November January Resource units 1 and 2 17. 4 further units developed and evaluated January March 31 Resource units 3 to 6 18. 4 final units developed and evaluated March June 30 Resource units 7 to 10 Draft description RD, HS, JH RD, HS, JH MY, CY MY, JH Objective: To develop the resources for release Page 23 of 27 Document title: Academy/JISC Project Plan Last updated: August 2010 Units ready for review Units ready for review Units Team Team Team Project Acronym: CPD4HE Version: 1 Contact:[email protected] Date:30 September 2010 ready for review 19. Feedback (a) from disciplinary consultation group 20. Feedback (b) from disciplinary consultation group December April January May Feedback on units 1 and 2 documented Feedback on units 3 to 6 documented UT UT WORKPACKAGE 5: Release resources November July 21. Factors affecting discoverability: Review current knowledge about target user search strategies and preferred sources/systems 22. Factors affecting OER use: Review usability of potential repositories 23. Staged release (see 17-19, WP 4) in multiple repositories, with feedback invited. November January Note to project team; blog post JH, MY November January Note to project team; blog post JH, CY January June Release of 10 resource units WORKPACKAGE 6: Copyright and Licensing October July October November Ongoing Ongoing Ongoing Ongoing November December February July Objective: To maximise discoverability and re-use Release repositories agreed MY Objective: To establish agreements that enable reuse and repurposing of released resources 24. 25. 26. 27. 28. 29. Review good practice findings from OER Phase 1 Brief Resource Developers and Project Officer Support Resource Developers Liaise with JISC/HEA and other OER projects Negotiate contributor agreements Licensing outputs, including 3rd party content WORKPACKAGE 7: User Guidelines and Pathways Page 24 of 27 Document title: Academy/JISC Project Plan Last updated: August 2010 Notes to project team Guidelines agreed Issues addressed as they arise Licensing agreement for resources JHe Jhe Jhe Jhe, JH, MY JHe JHe Project Acronym: CPD4HE Version: 1 Contact:[email protected] Date:30 September 2010 Objective: To help target audience make use of the released resources 30. Professional standards framework mapping 31. Documenting pathways 32. Capturing experience April May February May June June WORKPACKAGE 8: Dissemination October August 33. Announce project start and progress 34. Increase OER awareness/presence in home institution 35. Gain and maintain engagement September October October November 36. Alert to resource release 37. Raise awareness across disciplines 38. Networking and collaboration within community of practice January December Ongoing June April 39. Introduce resources to academic developers April OR July April OR July WORKPACKAGE 9: Evaluation November August October December November June Moodle resource User guidance document Audio commentary and transcripts draft Recording complete RD JH HS/MY Objective: To maximise awareness of project Ongoing Project website & blog OER@UCL website MY MY, UT Regular blogging and email updates; briefings for senior staff in home insititution Mailings; blog and microblog postings Focus groups Participationin programme events; Conference presentation; Seminar/internal presentation Workshop Team Evaluation plan (in project plan) Section of interim and final report JH JH/MY UT JH/team MY/Team Objective: To assess the project’s processes and achievements 40. Outline criteria and methodology 41. Evaluate resource units Page 25 of 27 Document title: Academy/JISC Project Plan Last updated: August 2010 Team Project Acronym: CPD4HE Version: 1 Contact:[email protected] Date:30 September 2010 42. Evaluate support materials 43. Evaluate project achievements 44. Evaluate project processes May June Ongoing July August WORKPACKAGE 10: Reporting November August Section of final report Section of final report Section of final report JH, RD, HS Team Team Objective: To keep programme leaders and steering group informed 45. Progress reports to steering group 46. Interim report 47. Final report Ongoing WORKPACKAGE 11: Project management and sustainability 49. Develop a detailed work plan 50. Monitor progress and ensure that the project maintains its schedule 51. Communication – project & programme: Ensure a schedule of meetings is created to support the project work Keep website and blog updated Chair project team meetings Participate in project meetings with the Steering Group Participate in OER Programme meetings and cascade information/outputs as appropriate to project team 52. Reporting (see WP 10) September 2010 September Ongoing 53. Ensure project work is promoted through channels identified in project plan. 54. Encourage and facilitate publication of case studies and academic papers 55. Ensure project outputs will remain openly Page 26 of 27 Document title: Academy/JISC Project Plan Last updated: August 2010 February 21 August 2011 Email briefings Interim report Final report JH/MY JH JH Draft Draft August 2011 November Project plan JH/team JH/MY Meeting schedule Minutes Blog posts JH/MY Interim and final reports JH Ongoing Various (see WP 8) JH Ongoing Published case studies and paper JH Available Resource units JH/MY Ongoing February July August August Project Acronym: CPD4HE Version: 1 Contact:[email protected] Date:30 September 2010 accessible via project website in addition to JORUM and other repositories; project website to be available for at least 3 years after project end date Members of Project Team: Rosalind Duhs (RD) June Hedges (JHe) Jane Hughes (JH) Holly Smith (HS) Ulrich Tiedau (UT) Man Yang (MY) Clive Young (CY) Page 27 of 27 Document title: Academy/JISC Project Plan Last updated: August 2010
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