Masterplan for OERu prototype phase

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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)



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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 9th 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

Open design and development

Open pedagogy

Open student support

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