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GETTING STARTED WITH ASSESSMENT
PROJECT MANAGEMENT & WRITING GOOD QUESTIONS


                                                       Jennifer Rutner
                                       Assessment & Marketing Librarian
                                           Columbia University Libraries
assessment = change = scary
What is assessment?
        Data-
      informed
       decision
       making




       Quality,
      actionable
                     Culture of
         data
                    Assessment


      Information
     transparency
Culture of assessment

A Culture of Assessment is an organizational environment in
     which decisions are based on facts, research and analysis,
     and where services are planned and delivered in ways that
     maximize positive outcomes and impacts for library clients.

A Culture of Assessment exists in organizations where staff care
     to know what results they produce and how those results
     relate to customer expectations.




Amos Lakos: www.usc.edu/.../locations/leavey/news/conference/presentations/presentations_9-
        16/Assessment/UCLA_Lakos.ppt
PROJECT MANAGEMENT FOR
LIBRARY ASSESSMENT
What not to do.



                                                  Make the
    Form a                       Get a really       same
                 Write survey
representative                  low response    decisions you
                  questions
  committee                          rate        would have
                                                  anyways
What will help!




1.   Develop a project plan
2.   Understand your team
3.   Identify your information needs
4.   Write good questions
5.   Act on the results
Project scope
What is the purpose of this project?
What will this project produce (deliverables)?
What will not happen during this project?
Project objectives


  Specific     Measurable   Aggressive


                       Time-
         Realistic
                      sensitive
Identify decision makers




Who needs to use the information produced by this assessment
 project to make decisions and produce results?
Do you need a team?
Understanding your team
                              Project
                              manager


           Decider                                 Client




                              Team
       Worker                                           Leader




                                        Commun-
                     Expert
                                          icator
Understanding your team
Team       Role               Skills              Interests           Authority     Responsibility
Member                                                                (What you get (What you
                                                                      to decide)    have to do)

Jennifer   Project manager,   Writing good        Space planning      Methodology        Assign work to
           Expert             questions                                                  team members
                              IRB process                             Tool development   and sub-teams
                              Facilitation
                                                                      Implementation     Set meeting
                                                                                         agendas

                                                                                         Ensure that
                                                                                         milestones are
                                                                                         met
Michael    Worker, Expert     Programming,        Usability           Website layout     Build/manage
                              Usability studies                                          survey tool
Kimberly   Client, Decider    Managing,           Quantitative data   Approve project    Attend meetings,
                              Content expertise   analysis            plan               general oversight
Project timeline
Assessment project plan
Your team:
 •   Members
 •   Roles
 •   Authority
 •   Skills & Interests
Project Scope

Project Objectives

Decision Makers

Information Needs

Methodology

Project Timeline
                          Everyone signs-off on the project plan.
WRITING GOOD QUESTIONS
“I want to do a survey.”
Assessment process

                   Available      Information
 Environmental                                     Establish
                 information         needs
      scan                                         priorities
                   (knowns)       (unknowns)




                                                    Assign
      IRB        Test the tools   Develop tools
                                                  methodology




   Conduct                                         Decision
                   Analysis        Reporting
  assessment                                       making!
Staff brainstorming session
Getting organized
Good questions…



•   are clear
•   are easy to answer
•   are not biased
•   are not leading
•   allow the participant to express their
    perspective
Test the test!




•   Is there anything that doesn’t make sense?
•   Are any of the questions too personal?
•   Is there terminology that you don’t know?
•   Are you able to answer each question?
•   Are you able to give the answers you want to give?
More information:
https://www1.columbia.edu/sec/cu/libraries/bookmarks/

THANK YOU

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GETTING STARTED WITH ASSESSMENT PROJECT MANAGEMENT & WRITING GOOD QUESTIONS

  • 1. GETTING STARTED WITH ASSESSMENT PROJECT MANAGEMENT & WRITING GOOD QUESTIONS Jennifer Rutner Assessment & Marketing Librarian Columbia University Libraries
  • 3. What is assessment? Data- informed decision making Quality, actionable Culture of data Assessment Information transparency
  • 4. Culture of assessment A Culture of Assessment is an organizational environment in which decisions are based on facts, research and analysis, and where services are planned and delivered in ways that maximize positive outcomes and impacts for library clients. A Culture of Assessment exists in organizations where staff care to know what results they produce and how those results relate to customer expectations. Amos Lakos: www.usc.edu/.../locations/leavey/news/conference/presentations/presentations_9- 16/Assessment/UCLA_Lakos.ppt
  • 6. What not to do. Make the Form a Get a really same Write survey representative low response decisions you questions committee rate would have anyways
  • 7. What will help! 1. Develop a project plan 2. Understand your team 3. Identify your information needs 4. Write good questions 5. Act on the results
  • 8. Project scope What is the purpose of this project? What will this project produce (deliverables)? What will not happen during this project?
  • 9. Project objectives Specific Measurable Aggressive Time- Realistic sensitive
  • 10. Identify decision makers Who needs to use the information produced by this assessment project to make decisions and produce results?
  • 11. Do you need a team?
  • 12. Understanding your team Project manager Decider Client Team Worker Leader Commun- Expert icator
  • 13. Understanding your team Team Role Skills Interests Authority Responsibility Member (What you get (What you to decide) have to do) Jennifer Project manager, Writing good Space planning Methodology Assign work to Expert questions team members IRB process Tool development and sub-teams Facilitation Implementation Set meeting agendas Ensure that milestones are met Michael Worker, Expert Programming, Usability Website layout Build/manage Usability studies survey tool Kimberly Client, Decider Managing, Quantitative data Approve project Attend meetings, Content expertise analysis plan general oversight
  • 15. Assessment project plan Your team: • Members • Roles • Authority • Skills & Interests Project Scope Project Objectives Decision Makers Information Needs Methodology Project Timeline Everyone signs-off on the project plan.
  • 17. “I want to do a survey.”
  • 18. Assessment process Available Information Environmental Establish information needs scan priorities (knowns) (unknowns) Assign IRB Test the tools Develop tools methodology Conduct Decision Analysis Reporting assessment making!
  • 21. Good questions… • are clear • are easy to answer • are not biased • are not leading • allow the participant to express their perspective
  • 22. Test the test! • Is there anything that doesn’t make sense? • Are any of the questions too personal? • Is there terminology that you don’t know? • Are you able to answer each question? • Are you able to give the answers you want to give?