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Quality in Virtual Schools and
      Colleges – a view from VISCED
       Paul Bacsich (paul.bacsich@sero.co.uk)
    VISCED – www.virtualschoolsandcolleges.info



1                     EFQUEL Academy
Introduction




2      EFQUEL Academy
Topics
•   Historical overview
•   The Pick&Mix system
•   Supplementary criteria, local criteria and slices
•   Scoring, evidence and documentation




3                       EFQUEL Academy
Benchmarking and Quality in e-
     learning: My part of the story
           Overview and history




4                EFQUEL Academy
Benchmarking e-learning (UK)
• Foreseen in HEFCE e-learning strategy
• Higher Education Academy oversaw it
• Four phases – 82 institutions (2005-07)
• Justified entry to Pathfinder and Enhancement
  programmes - and useful for JISC bids
  (Curriculum Design etc)
• Was leveraged into refresh of learning and
  teaching strategy (Leicester etc)
5                   EFQUEL Academy
What is benchmarking? (HEFCE)

“*for+ individual institutions [to] understand
  their own positions on e-learning, to set their
  aspirations and goals for embedding e-
  learning… to benchmark themselves and their
  progress against institutions with similar goals,
  and across the sector [world]”
Can replace e-learning by “distance learning”,
  “OER”, “podcasting” ,etc

6                     EFQUEL Academy
Methodologies: Pick&Mix
    • First used for Manchester Business School 2005
    • Has been used in 36 institutions, mainly new
      universities and university colleges
      – Including 4 very diverse institutions in Wales (2007-09)
      – And 5 in the Distance learning benchmarking Club (UK,
        Sweden, Canada) plus two more in UK (2009-12)
      – And basis for the Critical Success Factors schemes in
        two EU projects: Re.ViCa (2007-09: developments fed
        back into Pick&Mix) and now VISCED (2011-12)
      – Also an OER version of the scheme ready for use
    • Wording slightly revised for schools and colleges

7                           EFQUEL Academy
Pick&Mix
    Criteria and metrics




8         EFQUEL Academy
Criteria
• Criteria are “statements of practice” which are scored
  into a number of performance levels from “bad” to
  “best” to “excellent”
• These statements are in the public domain – to allow
  analysis, refinement etc (cf.OER)
• Pick&Mix has over 80 criteria…
    – But typically a set of 20-30 is chosen – this range is based
      on analysis from the literature (ABC, BS etc) and experience
      in many scoring meetings


9                           EFQUEL Academy
Pick&Mix Metrics
• Use a 6-point scale (1-6) – ignore 6 if you wish
     – 5 (cf Likert, MIT90s levels) plus 1 more for “excellence”
• Backed up by continuous metrics where possible
• Also contextualised by narrative
• The 6 levels are mapped to 4 colours in a “traffic
  lights” system (red, amber, olive, green)




10                            EFQUEL Academy
Pick&Mix
     Three sample criteria




11          EFQUEL Academy
P01 “Adoption” (Rogers)
                 – not used now
1. Innovators only
2. Early adopters taking it up
3. Early adopters adopted; early majority taking
   it up
4. Early majority adopted; late majority taking it
   up
5. All taken up except laggards, who are now
   taking it up (or retiring or leaving)
6. First wave embedded, second wave under way
   (e.g. m-learning after e-learning)

12                   EFQUEL Academy
P10 “Training”
1. No systematic training for e-learning
2. Some systematic training, e.g. in some projects and
   departments
3. Institution-wide training programme but little
   monitoring of attendance or encouragement to go
4. Institution-wide training programme, monitored and
   incentivised
5. All staff trained in VLE use, training appropriate to job
   type – and retrained when needed
6. Staff increasingly keep themselves up to date in a “just
   in time, just for me” fashion except in situations of
   discontinuous change
13                      EFQUEL Academy
P05 “Accessibility” – tough one

1. e-learning material and services is not accessible
2. Much e-learning material and most services conform to
   minimum standards of accessibility
3. Almost all e-learning material and services conform to minimum
   standards of accessibility
4. All e-learning material and services conform to at least minimum
   standards of accessibility, much to higher standards
5. e-learning material and services are accessible, and key
   components validated by external agencies
6. Strong evidence of conformance with letter & spirit of
   accessibility in all countries where students study



 14                         EFQUEL Academy
Pause for questions




15          EFQUEL Academy
Extensions, local criteria and
                 slices



16               EFQUEL Academy
Extensions
• Pick&Mix started with 20 core criteria – but now
  there are over 80 – and a different core (2.0)
• There is room for more supplementary criteria –
  and further analyses are always being done to
  ensure topicality
• Web 2.0 aspects are already covered
• But it is mainly the institutions who have kept
  and will help to keep the system up to date
• And some EU and other projects

17                    EFQUEL Academy
Supplementary criteria - examples
• They include:
     – IT reliability
     – Market research, competitor research
     – IPR
     – Help Desk
     – Management of student expectations
     – Student satisfaction



18                       EFQUEL Academy
Slices
• As well as benchmarking the whole institution it is
  wise in large institutions to look at a few “slices”:
• Useful to give a context to scores
• Slices need not be organisational or subject-based
     – Distance learning (is a natural one)
     – Thematic or dimensional like HR, costs…




19                          EFQUEL Academy
Scoring
• Scores are usually in the range 1-5, point 6 is
  exceptional and cannot be planned for
• Focus not only on best practice but also bad
  practice and real practice
• Do not try to ensure that your institution
  scores 5 overall
• 6 sometimes has aspects of 1


20                    EFQUEL Academy
Use in Distance Learning
(such as Virtual Schools)
         details




         EFQUEL Academy
                            21
Distance learning
• A variant “mood” of the default Pick&Mix was
  developed to benchmark distance learning
• This was used in the Distance Learning
  Benchmarking Club:
  – University of Leicester
  – Thompson Rivers University
  – Lund University
  – Royal Swedish Technical Institute (KTH)
• and also at the University of Gotland
• Most recently at University of Northampton
                      EFQUEL Academy           22
Evidence and documentation
• Normally institutions want a final report but but the
  aim is NOT to recreate the QAA-style SED or DATs –
  the report is an outcome of the benchmarking
  process not the start of it
• Have a “file” for each criterion
• Some narrative will be needed
• Institutions normally group criteria according to their
  own L&T strategy or in terms of “owning”
  departments
     – We also supply some standard groupings based on MIT90s
       but few use these


23                         EFQUEL Academy
Documentary support
• There are many reports available – many but not
  all are public, others are available to those
  participating in Pick&Mix
• The HE Academy wiki “was” a good source of
  information and the Academy blog structure “was
  to be” maintained indefinitely…. Not now
• We store all Pick&Mix key material separately
  from the HE Academy
• There are now many papers and a bibliography is
  available
24                   EFQUEL Academy
Ongoing work
• Evolving Pick&Mix into a benchmarking and
  quality scheme for virtual schools:
  – With specialist help from EFQUEL
  – And a research team at KU Leuven
  – And correlation with iNACOL scheme in US
• Version of Pick&Mix ready to benchmark OER
  uptake (developed with Bieke Schreurs, OUNL)
• Variant moods for accessibility and
  employability (Wales)

                     EFQUEL Academy            25
Thank you for listening



                    email for this work is
                  paul.bacsich@sero.co.uk
 Benchmarking E-Learning in UK Universities: Lessons from and for the
 International Context , published in
  http://www.openpraxis.com/files/Bacsich%20et%20al..pdf

 http://www.virtualcampuses.eu/index.php/Bibliography_of_benchmarking
 and
 http://www.mendeley.com/groups/1075191/benchmarking-e-learning/



26                                  EFQUEL Academy

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Quality, benchmarking and success factors in virtual schools

  • 1. Quality in Virtual Schools and Colleges – a view from VISCED Paul Bacsich (paul.bacsich@sero.co.uk) VISCED – www.virtualschoolsandcolleges.info 1 EFQUEL Academy
  • 2. Introduction 2 EFQUEL Academy
  • 3. Topics • Historical overview • The Pick&Mix system • Supplementary criteria, local criteria and slices • Scoring, evidence and documentation 3 EFQUEL Academy
  • 4. Benchmarking and Quality in e- learning: My part of the story Overview and history 4 EFQUEL Academy
  • 5. Benchmarking e-learning (UK) • Foreseen in HEFCE e-learning strategy • Higher Education Academy oversaw it • Four phases – 82 institutions (2005-07) • Justified entry to Pathfinder and Enhancement programmes - and useful for JISC bids (Curriculum Design etc) • Was leveraged into refresh of learning and teaching strategy (Leicester etc) 5 EFQUEL Academy
  • 6. What is benchmarking? (HEFCE) “*for+ individual institutions [to] understand their own positions on e-learning, to set their aspirations and goals for embedding e- learning… to benchmark themselves and their progress against institutions with similar goals, and across the sector [world]” Can replace e-learning by “distance learning”, “OER”, “podcasting” ,etc 6 EFQUEL Academy
  • 7. Methodologies: Pick&Mix • First used for Manchester Business School 2005 • Has been used in 36 institutions, mainly new universities and university colleges – Including 4 very diverse institutions in Wales (2007-09) – And 5 in the Distance learning benchmarking Club (UK, Sweden, Canada) plus two more in UK (2009-12) – And basis for the Critical Success Factors schemes in two EU projects: Re.ViCa (2007-09: developments fed back into Pick&Mix) and now VISCED (2011-12) – Also an OER version of the scheme ready for use • Wording slightly revised for schools and colleges 7 EFQUEL Academy
  • 8. Pick&Mix Criteria and metrics 8 EFQUEL Academy
  • 9. Criteria • Criteria are “statements of practice” which are scored into a number of performance levels from “bad” to “best” to “excellent” • These statements are in the public domain – to allow analysis, refinement etc (cf.OER) • Pick&Mix has over 80 criteria… – But typically a set of 20-30 is chosen – this range is based on analysis from the literature (ABC, BS etc) and experience in many scoring meetings 9 EFQUEL Academy
  • 10. Pick&Mix Metrics • Use a 6-point scale (1-6) – ignore 6 if you wish – 5 (cf Likert, MIT90s levels) plus 1 more for “excellence” • Backed up by continuous metrics where possible • Also contextualised by narrative • The 6 levels are mapped to 4 colours in a “traffic lights” system (red, amber, olive, green) 10 EFQUEL Academy
  • 11. Pick&Mix Three sample criteria 11 EFQUEL Academy
  • 12. P01 “Adoption” (Rogers) – not used now 1. Innovators only 2. Early adopters taking it up 3. Early adopters adopted; early majority taking it up 4. Early majority adopted; late majority taking it up 5. All taken up except laggards, who are now taking it up (or retiring or leaving) 6. First wave embedded, second wave under way (e.g. m-learning after e-learning) 12 EFQUEL Academy
  • 13. P10 “Training” 1. No systematic training for e-learning 2. Some systematic training, e.g. in some projects and departments 3. Institution-wide training programme but little monitoring of attendance or encouragement to go 4. Institution-wide training programme, monitored and incentivised 5. All staff trained in VLE use, training appropriate to job type – and retrained when needed 6. Staff increasingly keep themselves up to date in a “just in time, just for me” fashion except in situations of discontinuous change 13 EFQUEL Academy
  • 14. P05 “Accessibility” – tough one 1. e-learning material and services is not accessible 2. Much e-learning material and most services conform to minimum standards of accessibility 3. Almost all e-learning material and services conform to minimum standards of accessibility 4. All e-learning material and services conform to at least minimum standards of accessibility, much to higher standards 5. e-learning material and services are accessible, and key components validated by external agencies 6. Strong evidence of conformance with letter & spirit of accessibility in all countries where students study 14 EFQUEL Academy
  • 15. Pause for questions 15 EFQUEL Academy
  • 16. Extensions, local criteria and slices 16 EFQUEL Academy
  • 17. Extensions • Pick&Mix started with 20 core criteria – but now there are over 80 – and a different core (2.0) • There is room for more supplementary criteria – and further analyses are always being done to ensure topicality • Web 2.0 aspects are already covered • But it is mainly the institutions who have kept and will help to keep the system up to date • And some EU and other projects 17 EFQUEL Academy
  • 18. Supplementary criteria - examples • They include: – IT reliability – Market research, competitor research – IPR – Help Desk – Management of student expectations – Student satisfaction 18 EFQUEL Academy
  • 19. Slices • As well as benchmarking the whole institution it is wise in large institutions to look at a few “slices”: • Useful to give a context to scores • Slices need not be organisational or subject-based – Distance learning (is a natural one) – Thematic or dimensional like HR, costs… 19 EFQUEL Academy
  • 20. Scoring • Scores are usually in the range 1-5, point 6 is exceptional and cannot be planned for • Focus not only on best practice but also bad practice and real practice • Do not try to ensure that your institution scores 5 overall • 6 sometimes has aspects of 1 20 EFQUEL Academy
  • 21. Use in Distance Learning (such as Virtual Schools) details EFQUEL Academy 21
  • 22. Distance learning • A variant “mood” of the default Pick&Mix was developed to benchmark distance learning • This was used in the Distance Learning Benchmarking Club: – University of Leicester – Thompson Rivers University – Lund University – Royal Swedish Technical Institute (KTH) • and also at the University of Gotland • Most recently at University of Northampton EFQUEL Academy 22
  • 23. Evidence and documentation • Normally institutions want a final report but but the aim is NOT to recreate the QAA-style SED or DATs – the report is an outcome of the benchmarking process not the start of it • Have a “file” for each criterion • Some narrative will be needed • Institutions normally group criteria according to their own L&T strategy or in terms of “owning” departments – We also supply some standard groupings based on MIT90s but few use these 23 EFQUEL Academy
  • 24. Documentary support • There are many reports available – many but not all are public, others are available to those participating in Pick&Mix • The HE Academy wiki “was” a good source of information and the Academy blog structure “was to be” maintained indefinitely…. Not now • We store all Pick&Mix key material separately from the HE Academy • There are now many papers and a bibliography is available 24 EFQUEL Academy
  • 25. Ongoing work • Evolving Pick&Mix into a benchmarking and quality scheme for virtual schools: – With specialist help from EFQUEL – And a research team at KU Leuven – And correlation with iNACOL scheme in US • Version of Pick&Mix ready to benchmark OER uptake (developed with Bieke Schreurs, OUNL) • Variant moods for accessibility and employability (Wales) EFQUEL Academy 25
  • 26. Thank you for listening email for this work is paul.bacsich@sero.co.uk Benchmarking E-Learning in UK Universities: Lessons from and for the International Context , published in http://www.openpraxis.com/files/Bacsich%20et%20al..pdf http://www.virtualcampuses.eu/index.php/Bibliography_of_benchmarking and http://www.mendeley.com/groups/1075191/benchmarking-e-learning/ 26 EFQUEL Academy