Masterplan for OERu prototype phase

OERu

Towards more affordable education for all students worldwide

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Key points

The master plan below guided initial planning during the OERu prototype phase recognising the leadership of Kevin Bell from SNHU who put the plan together. Kevin Bell relocated to a new institution during 2012. The original plan is preserved for historical reasons.

Aims of the activity (longer term)

Aims

Clarify and develop levels of participation for founder members allowing us to meet deadlines and have appropriate inputs. Offering a proof-of-concept prototype (small number of courses) that will enable students to get credit before the end of 2012. This will involve scholarships for pilot students. Assessment of learning outcomes and the development of a formal review process.

Objectives of the activity (short term)

• Get the context and input evaluation started to design the prototype
• Develop a system to keep the project moving in a steady timeframe: Prospectus – with critical part – the WBS – featuring Responsibility / Accountability / Consult / Inform (RACI) – clarify who is what. (see below)
• Align project planning with documents to funding proposals - present our documentation to a funder – one possible - February 9^th 2012 deadline for NextGen funding + shoot to Hewlett etc.
• Engage quality review standard bodies – input evaluation needed. Get an organization in early to review the project – perhaps a small steering group needed: EFQUEL, or Ulf Ehlers – director of OPAL. A system-wide review – over-arching quality framework

Narrative description of what you will do

Work on Project documentation that clarifies deliverables, ownership and deadlines; clarify point people at each founder member. Package these materials to present to a foundation or some possible funder. Develop a prototype to be in market for fall/autumn 2012, full launch fall / autumn 2013. Clarify all roles – on the project team (multi-national) and at each institution – suggestion = three people on the steering committee with a named liaison person at each institution – all docs to WIKI (transparent).

What inputs are required?

• Identification of point person at each institution – formal list (institution – steering committee? Liaison/representative)
• Timelines / launch date – in market date
• Review of Project Planning documentation
• List of courses for pilot

Decision proposal(s) for OERTen partners for this activity including who and when.

• Commit to Timeline / launch date & in market date
• Identify liaison representatives etc. – our ability to contact them.
• Agree to present to specific foundations (on this afternoon’s agenda)

Underlying Principles

We endorse the principle of institutional autonomy and context specific applications – within the guidelines of open governance and open management

• The models have to be scalable.
• The student experience has to be learner centered.
• Total learning system must be considered.
• Push towards an outcome based model.
• Accountability for active engagement

Other issues

• Critical questions around what defines a course – are the materials stand alone or can you only access / study the materials as part of the (college-specific) course.
• We must develop this to speak to Social Justice yet be sustainable – Affordable access to education
• We had discussion around - context-specific applications – identifying particular areas of study – could be a language focus or other (Narend) – allows institutional autonomy.
• Review all materials that are there already – Saylor etc. – don’t reinvent the wheel.

Threats

• Over-elaboration in the planning stage. Lack of consensus over project goals etc. – could lead to amorphous “product” – people have to engage and refine as we go (documentation on WIKI) – perhaps we need a charter.

Overview of the OERu Master plan schedule

Timeline	Sub-phases	Key performance indicators	Key Logic model activities
Phase 1: Prototyping OERu courses
November 2011 - December 2012	1st Tranche of OERu prototype courses	Deliver a minimum of three prototype courses during 2012	Open curriculum Process for selecting initial 2012 prototypes (Completed) Determination of ranking criteria for 2012 prototype shortlist (Completed) Call for 2012 Prototype nominations (Completed) Rough consensus poll for 2012 prototype courses (Completed) Decision for 2012 Prototypes (Completed) Open design and development OERu 2012 Prototype development node Developing an OERu course style guide Review of representative sample of materials Capacity development: Learning4Content workshop Learning design: Consultation 1 (Naming conventions, trialing Ask OERu, and standardisation) Review of course guide example (Completed) Poll: Nomenclature for sub-components of OERu course (Completed) Open pedagogy User stories for ePortfolio assessment Open student support Designing academic volunteers international Initial test of Askbot - An open source question and answer forum (Completed) Developing support resource for Q&A forum (Completed)
January 2013 - July 2013	2nd Tranche of OERu prototype courses		Activities
November 2011 - December 2012	Context and input evaluation		Activities
Phase 2: Official launch of the OERu model
Aug/Sept 2013?	2nd Meeting of OERu anchor partners		Activities
Aug/Sept 2013?	Official launch of the OERu		Activities
January 2013 - Sept 2013	Process evaluation		Activities

Appendix I – institutional representatives:

Institution	Steering Committee	Point Person
USQ	Angela Murphy
Athabasca	Rory McGreal
Thompson Rivers	Irwin Devries
SNHU	Kevin Bell
University of South Africa		Elizabeth Archer
Empire State		Robert Clougherty / Betty Hurley-Dasgupta
Otago Polytechnic		Robin Day
University of Wollongong		Sandra Willis
Open Polytechnic		Terry Neal
NorthTec		Vasi Doncheva
Nelson MIT		Graham Bell

Note: Check with IGOs if they would like to participate in the planning committee as observers. Confirm with BCcampus and Ako (Non-teaching) institutions if they would like to nominate a contact person. 

Appendix II – RACI chart

R = Performs the task/Creates the deliverable (Responsible)
A = Accountable for the task being completed
C = Consulted with prior to the activity being performed
I = Informed that the task has been completed
O = Out of the Loop (does not need to be informed)

OER F. Director

Steering Committee Members

Founder Member Liaison Representatives

Step

Task/Deliverable

Wayne Mackintosh

Kevin Bell

Rory McGreal

Angela Murphy

Irwin Devreis

BC / Empire

Nelson / NorthTec

Open / Otago

UnivSA / UnivWoll

other affiliates (OERlist)

DEADLINE

1

Attendance in Dunedin                                COMPLETE

A

R

R

R

R

R

R

R

R

R

4-11 Nov.

2

Confirm Steering Committee                       COMPLETE

C

A

R

R

R

I

I

I

I

I

3

Confirm Institutional Contacts                    COMPLETE

C

A

I

I

I

C

C

C

C

C

30 Nov

4

Brainstorm page - initial to-do list              COMPLETE

A

R

R

R

R

R

R

R

R

C

7 Dec

5

Work Breakdown Structure finalized           COMPLETE

C

A/R

C

C

C

C/I

C/I

C/I

C/I

I

14 Dec

6

AVI Planning Meeting                                   COMPLETE

A

I

I

I

I

C

R (Vasi)

C

C

I

5-16 Dec.

7

Ranking criteria finalized for courses (link)

A

C

R

R

R

C

C

C

C

C

9Dec.

8

Initial nominations for 2012 prototypes     COMPLETE

A

R

R

R

R

R

R

R

R

C

9 Dec.

9

OERu assessment and credentialization practicesurvey

A

R

R

R

R

A

R

R

R

C

31Dec.

10

Fortnightly Friday - check in meeting        COMPLETE

C

A

R

R

R

C

C

C

C

C

6 Jan

11

Open Content Licensing for Educators course (participate)                                                   COMPLETE

A

R

R

R

R

R

R

R

R

C

23-27 Jan

12

Fortnightly Friday - check in meeting         COMPLETE

C

A

R

R

R

C

C

C

C

C

27 Jan.

13

Consensus decision on which courses to move forward on

A/R

C

C

C

C

C

C

C

C

I

6 Feb

14

Fortnightly Friday - check in meeting         COMPLETE

C

A

R

R

R

C

C

C

C

C

10 Feb.

15

Wiki course                                                   UNDERWAY

R

A

C

C

C

I/C

I/C

I/C

I/C

I

17 Feb

16

Map members' versions of Bachelors General Studies -- Straw Dog OER GS degree

A

R

R

R

R

C

C

C

C

I

29 Feb

17

Design blueprints (high level overview) - to a Portal Page

A

R

R

R

R

R

R

R

R

I

29 Feb

18

Fortnightly Friday / Thurs pm - check in meeting

C

A

R

R

R

C

C

C

C

C

2 Mar.

19

Admin / Policy Review - credit transfer / other issues at founder institutions

R

A

C

C

C

C

C

C

C

I

2 Mar

20

Review feedback on Straw Dog for General Studies degree - final decision

A

R

C

C

C

I

I

I

I

I

14 Mar

21

Fortnightly Friday / Thurs pm - check in meeting

C

A

R

R

R

C

C

C

C

C

16 Mar.

22

Course Review - policies - HOW WILL WE DO THIS?

A

R

R

R

R

C

C

C

C

I

16 Mar

23

Representative sample (of the course they are contributing) shared by each partner

A

R

R

R

R

R

R

R

R

I

28 Mar

24

Fortnightly Friday / Thurs pm - check in meeting

C

A

R

R

R

C

C

C

C

C

30 Mar.

25

Plagiarism discussion / policies shared and aligned (if necc.)

A

R

R

R

R

C

C

C

C

C

30 Mar

26

Fortnightly Friday / Thurs pm - check in meeting

C

A

R

R

R

C

C

C

C

C

13 April

27

Research data collected

C

C

C

A/R

R

C

C

C

C

C

tbd

28

Evaluation process

A

C

C

A/R

C

C

C

C

C

C

tbd