Timeline and Responsibilities

  • March: Office of Assessment provides VPs with CA status report prior to BOT spring meeting.
  • By April 1: President conveys any modifications to Strategic Plan.
  • By April 10: VP’s reexamine/update goals in CA and notify direct reports.
  • By April 20: Deans/AVPs/Directors update goals in CA and notify any direct reports.
  • By May 1: Chairs/all other administrative units reexamine/update goals; notify any direct reports/departmental faculty.
  • By May 10:
    • Degree programs finalize ELO Assessment Reports; complete a new year plan in CA.
    • 9 month Academic Directors finalize yearly assessment reports and complete plans for next two years in CA for supervisor review and end of year evaluation meetings.
  • By May 15:
    • Chairs enter Reviews of ELO reports/new plans; sign off on both as complete in CA.
    • Chair alerts the faculty reporter when the written review has been entered in Compliance Assist for reporter’s consideration.
    • 9 month Academic Directors’ reports and plans form part of their end of year evaluation meetings with Provost.
  • By May 20: Chairs finalize yearly CA Administrative assessment reports and complete plans for the next two years ready for their Deans’ review and end of year evaluation meetings (Chairs must also complete and submit the “Chair Annual Review Form” to their Dean).
  • By May 31:
    • Deans enter reviews for chairs’ reports and new plans as well as for ELO reports for their colleges, and sign off on each as complete in CA.
    • Dean alerts the Chair reporter when the written review has been entered in Compliance Assist for reporter’s consideration.
    • Chairs’ and Academic Directors’ reports and plans form part of their end of year evaluation meetings with supervisor (Dean or Provost).
  • By June 1: All 12-month Direct Reports (including Deans) finalize yearly Assessment Reports and complete plans for next 2 years in CA for supervising VP’s or appropriate Directors’ CA review.
  • By June 10: VP’s  finalize yearly Assessment Reports and complete plans for next 2 years in CA ready for President’s CA review and for discussion at annual evaluation meetings.
  • By June 15:
    • All administrative supervisors enter reviews in CA for their direct reports’ annual Assessment Reports as well as reviews of new year plans, and discuss these in annual evaluation meetings.  Supervisors provide guidance on any appropriate Strategic Plan related goals and objectives for their units.
    • Supervisor alerts the direct report when the written review has been entered in Compliance Assist for reporter’s consideration (personal and confidential comments should be reserved for the HR Supervisor Assessment Form).
    • Supervisors complete all personnel evaluations and submit the Supervisor Assessment Form (provided by HR) to the Office of Human Resources. (does not apply to individual faculty; see separate timeline).
    • The Supervisor Assessment  Forms (HR) also allows administrative reporters to submit to their supervisor as part of their evaluation a bulleted list of additional information supplementing their CA Report and Plans.
    • Staff who do not complete plans and reports in CA will use the Performance Appraisal form (on HR Website).
  • By July 1: All 12-month units begin implementation of new annual objectives.
  • July/Aug: Office of Assessment audits reports/plans, archives completed reports on website, and provides summary report to the Strategic Planning Committee.
  • Aug/Sept: SPC analyzes previous year’s data for progress on Strategic goals/objectives, including budgetary implications.
  • Sept: IR Office produces new Environmental Scan for SPC.
  • Oct:
    • SPC provides President with conclusions/recommendations based on analysis of internal/external data.
    • Office of Assessment provides VPs with CA status report  prior to BOT fall meeting.
  • Oct-Dec: Budget discussions based on proposed plans.
  • March: BOT finalizes budgets; cycle begins again.

Roles and Responsibilities (from AA-ASSMNT-500-01)

President

  • Convey Presidential Emphases by April 1.
  • Provide any anticipated modifications to Strategic Plan strategies and tactics by April 1.
  • For Direct Reports
    • Review Annual Reports and new Plans with each VP, Athletics Department, and Strategic Planning Committee chair at end year evaluation meetings
    • By June 15 enter written reviews and comments into Compliance Assist for these Assessment Reports and Plans, ensuring that Reports document evidence of unit effectiveness, and that new Plans incorporate President’s feedback/recommendations and include intended means of assessment and criteria for success.
    • Use separate HR Supervisor Assessment Form to provide annual personnel reviews for each direct report to Human Resources by June 15.

Vice Presidents

  • Establish Standing and 3-5 Year Strategic Planning Goals for unit, enter goals into Compliance Assist, and relate each to University IOPs or Strategic Plan, respectively.
  • Create annual administrative objectives to operationalize each goal, enter into Compliance Assist, and relate each Objective to one unit Goal.
  • Complete VP Assessment Report and initiate new year Assessment Plans in Compliance Assist prior to annual evaluation meeting with President, before June 10.
  • Discuss Assessment Report and new years’ Assessment Plans during annual evaluation with President.
  • For Direct Reports
    • Review annual reports and new plans with each of your direct reports at end of year evaluation meetings
    • By June 15, enter written reviews and comments into Compliance Assist for these Assessment Reports and Plans, ensuring that reports document evidence of unit effectiveness, and that new Plans incorporate your feedback/recommendations and include intended means of assessment and criteria for success.
    • Use the separate HR Supervisor Assessment Form to provide annual personnel reviews for each direct report to the Human Resources Office by June 15.

Assistant/Associate Vice Presidents

  • Establish Standing and 3-5 Year Strategic Planning Goals for unit, enter goals into Compliance Assist and relate each to one of supervisor’s Standing or 3-5 Year Strategic Planning Goals, respectively.
  • Create annual administrative objectives to operationalize each goal, enter into Compliance Assist and relate each Objective to one unit Goal.
  • Complete Assessment Report and initiate new year Assessment Plans in Compliance Assist prior to annual evaluation meeting with your supervisor, before June 1.
  • Discuss Assessment Report and new years’ Assessment Plans during annual evaluation with supervisor.
  • For Direct Reports
    • Review annual reports and new plans with each of your direct reports at end of year evaluation meetings
    • By June 15, enter written reviews and comments into Compliance Assist for these Assessment Reports and Plans, ensuring that reports document evidence of unit effectiveness, and that new Plans incorporate your feedback/recommendations and include intended means of assessment and criteria for success.
    • Use the separate HR Supervisor Assessment Form to provide annual personnel reviews for each direct report to the Human Resources Office by June 15.

College Deans

  • Establish Standing and 3-5 Year Strategic Planning Goals for College, enter goals into Compliance Assist and relate each to one of the VPAA/Provost’s Standing or 3-5 Year Strategic Planning Goals, respectively.
  • Create annual administrative objectives to operationalize each goal, enter into Compliance Assist and relate each Objective to one College goal.
  • Complete Assessment Report and initiate new year Assessment Plans in Compliance Assist to allow review by VPAA/Provost prior to annual evaluation meeting to take place, by June 1.
  • Discuss Assessment Report and new years’ Assessment Plans during annual evaluation with VPAA/Provost.
  • For Direct Reports
    • Review annual reports and new plans with each of your direct reports at end of year evaluation meetings
    • By May 31, enter written reviews and comments into Compliance Assist for these Assessment Reports and Plans, ensuring that reports document evidence of unit effectiveness, and that new Plans incorporate your feedback/recommendations and include intended means of assessment and criteria for success.
    • Use the separate HR Supervisor Assessment Form to provide annual personnel reviews for each direct report to the Human Resources Office by June 15.
    • Review annual reports for each degree program in your College after the chairs enter their ELO reviews but no later than June 15.

Department Chairs

  • Establish Standing and 3-5 Year Strategic Planning Goals for Department, enter goals into Compliance Assist and relate each to one of your Dean’s Standing or 3-5 Year Strategic Planning Goals, respectively.
  • Create annual administrative objectives to operationalize each departmental goal, enter into Compliance Assistand relate each Objective to one departmental goal.
  • Complete Assessment Report and initiate new year Assessment Plans in Compliance Assist to allow review by your Dean prior to annual evaluation meeting to take place, by May 20.
  • Discuss Assessment Report and new years’ Assessment Plans as well as the ELO Reports and Plans of your degree programs during annual evaluation with your Dean.
  • For Direct Reports
    • Review annual reports and new plans with each of your direct reports at end of year evaluation meetings
    • By May 31, enter written reviews and comments into Compliance Assist for these Assessment Reports and Plans, ensuring that reports document evidence of unit effectiveness, and that new Plans incorporate your feedback/recommendations and include intended means of assessment and criteria for success.
    • Use the separate HR Supervisor Assessment Form to provide annual personnel reviews for each direct report to the Human Resources Office by June 15.
  • For Degree Program ELOs
    • Ensure that Reports and new Plans are complete for each degree program no later than May 10 to allow modifications as needed prior to end of faculty contracts.
    • By May 15, enter in Compliance Assist reviews of all ELO Reports and new year Plans for degree programs in your department, ensuring that Reports document evidence of program effectiveness and that new Plans specify means of assessment and criteria for success, and incorporate your feedback and recommendations.  Alert your Dean when this process is complete and ready for their review.
  • For LE Reporting
    • Ensure ALL LE course syllabi in department have the LE outcomes and means of assessment specified on syllabi before the start of each semester.
    • Ensure any faculty responsible for assessment of LE courses (according to current year’s cycle) complete LE reports and submit LE data to Assessment Office by end of each semester as appropriate.

Administrative Unit Directors

  • Establish Standing and 3-5 Year Strategic Planning Goals for unit, enter goals into Compliance Assist and relate each to one of supervisor’s Standing or 3-5 Year Strategic Planning Goals, respectively.
  • Create annual administrative objectives to operationalize each unit goal, enter into Compliance Assist and relate each Objective to one unit Goal.
  • Complete Assessment Report and initiate new year Assessment Plans in Compliance Assist prior to annual evaluation meeting with your supervisor, before June 1.
  • Discuss Assessment Report and new years’ Assessment Plans during annual evaluation with supervisor.
  • For Direct Reports
    • Review annual reports and new plans with each of your direct reports at end of year evaluation meetings
    • By June 15, enter written reviews and comments into Compliance Assist for these Assessment Reports and Plans, ensuring that reports document evidence of unit effectiveness, and that new Plans incorporate your feedback/recommendations and include intended means of assessment and criteria for success.
    • Use the separate HR Supervisor Assessment Form to provide annual personnel reviews for each direct report to the Human Resources Office by June 15.

Faculty

  • Individual faculty do not complete individual assessment reports in Compliance Assist but rather should “contribute” to the reporting in their degree programs.
  • Faculty complete the Faculty Annual Report (FAR) using the Faculty Annual Report Guide.  Both documents available on the Human Resources website: Forms and Documents page.
  • Individual faculty annual goals become part of their FAR and discussion with chair at end of year evaluations.
  • When specific courses are identified for LE Assessment per the LE Assessment 5-Year Plan (available on the Assessment Website: Liberal Education page), teaching faculty may be responsible for collecting data and sample artifacts and providing these to the Office of Academic Assessment.