Special Visit: Issues and Resolve. Special Visit Why special visits occur? Why special visits occur? Why multiple visits occur? Why multiple visits occur?

Special Visit: Issues and Special Visit: Issues and ResolveResolve

Special VisitSpecial Visit

Why special visits occur?Why special visits occur? Why multiple visits occur?Why multiple visits occur?

WASC: these occur because of WASC: these occur because of “identified issues of concern.”“identified issues of concern.”

They re-occur because…They re-occur because…

Since 1999Since 1999

1999, last regular WASC 1999, last regular WASC accreditation visitaccreditation visit

2 Special visits to Manoa 2 Special visits to Manoa (03/07) as follow up and 2 to the (03/07) as follow up and 2 to the system (04 December and system (04 December and March) on related issuesMarch) on related issues

Abiding Issues for Manoa Abiding Issues for Manoa Since 1999:Since 1999:

Leadership and Governance (internal and external)

Financial Planning and Management

Educational Effectiveness

Leadership and Governance

Clarify position relative to the Clarify position relative to the system system

Reorganize Manoa CampusReorganize Manoa Campus Staff the reorganizationStaff the reorganization

Leadership, Organization, Leadership, Organization, Decision Making: systemDecision Making: system

“Many of these issues were addressed by then Interim President McClain in a UH System WASC special visit report in November 2004 in preparation for the December 2004 visit (http://www.hawaii.edu/vpaa/vpaa_memo/UH_Response_to_WASC-finalDec04.pdf)

The December 2004 UH System special visit team report confirmed that the relationship between the BOR and the UH System had improved significantly, that the working relationship between the BOR and the President had been restored, and that the new BOR had made progress” (SVR, 11).

The President has given significant The President has given significant authority to Manoa to hire and fill out authority to Manoa to hire and fill out the reorg plans by issuing the the reorg plans by issuing the “Delegation to Hire” memo, spring 07“Delegation to Hire” memo, spring 07

The President also enacted The President also enacted “Devolution”: a thinning of resources “Devolution”: a thinning of resources from the system back to the from the system back to the campuses (several positions have campuses (several positions have come to Manoa as a result)come to Manoa as a result)

The President also supported the The President also supported the Manoa reorg initiativeManoa reorg initiative

Other mechanisms are in place Other mechanisms are in place to delineate between the to delineate between the Chancellor, the President, and Chancellor, the President, and the BORthe BOR Individual meetings with Pres and Individual meetings with Pres and

ChancellorChancellor Council of Chancellor meetingsCouncil of Chancellor meetings Council of CAO’sCouncil of CAO’s University Council on ArticulationUniversity Council on Articulation

UHM responsesUHM responses::

Proper reorganization plans for UHM Proper reorganization plans for UHM and realignment of resources have and realignment of resources have been progressing been progressing

“In February 2005, the BOR approved the Mānoa reorganization plan with the full support of President McClain. The consultation for this reorganization was thorough, with input gained over a year-long period from campus constituencies” ” (SV Report, 11).(SV Report, 11).

Hiring of mid level managers and Hiring of mid level managers and execs (VC’s, and Asst VCs) has execs (VC’s, and Asst VCs) has been moving quickly filling out the been moving quickly filling out the reorganization planreorganization plan

As UHM As UHM Special Visit ReportSpecial Visit Report states: states:

““It is generally accepted that as It is generally accepted that as the Chancellor’s office is staffed the Chancellor’s office is staffed and grows in capacity” and grows in capacity” ((SVRSVR, 12, 12)), , issues over autonomy and issues over autonomy and separation from the system will separation from the system will become clearer (as Manoa staff become clearer (as Manoa staff can fully manage issues in can fully manage issues in fiscal, legal, and other high fiscal, legal, and other high profile matters)profile matters)

All of the previous gives parity to All of the previous gives parity to Manoa as having the same level Manoa as having the same level of individuation and autonomy of individuation and autonomy as other campusesas other campuses

WASC Issues/Concerns:WASC Issues/Concerns:

a. a. Clarify how resource allocations Clarify how resource allocations are made by the System to the campusesare made by the System to the campuses

b. Clarify the internal resource b. Clarify the internal resource allocation process at UHMallocation process at UHM

c. An active internal campus c. An active internal campus committee should work with administration committee should work with administration on budget development and resource on budget development and resource allocationallocation

Financial Management, Resource Allocation, and

Planning

Clarify how resource allocations are Clarify how resource allocations are made by the System to the made by the System to the campusescampuses

Biennium 2007–2009 budget process began Biennium 2007–2009 budget process began with a stock-taking approach mandated by with a stock-taking approach mandated by the President’s Office the President’s Office

Prioritized requests were posted online, Prioritized requests were posted online, debated at MET, and submitted to the UH debated at MET, and submitted to the UH System. System.

The System scaled back the requests in a The System scaled back the requests in a process that was transparent and all parties process that was transparent and all parties were at the table for decision making. were at the table for decision making.

An overarching context for the Manoa An overarching context for the Manoa planning process has been the 2planning process has been the 2ndnd decade decade projectproject

a.a. Clarify how resource Clarify how resource allocations are made by the allocations are made by the System to the campusesSystem to the campuses


c. An active internal campus c. An active internal campus committee should work with committee should work with administration on budget administration on budget development and resource development and resource allocationallocation




a. Clarify how resource allocations a. Clarify how resource allocations are made by the System to the are made by the System to the campusescampuses


c. An active internal campus c. An active internal campus committee should work with committee should work with administration on budget administration on budget development and resource allocationdevelopment and resource allocation

Clarify the Internal Resource Allocation Clarify the Internal Resource Allocation Process at UHMProcess at UHM

More transparent, coherent, and More transparent, coherent, and inclusive process:inclusive process: Budget prep and instructions are Budget prep and instructions are

onlineonline Deans prepare budget requests Deans prepare budget requests

having engaged with faculty, staff, having engaged with faculty, staff, and studentsand students

Vice Chancellors arranged Vice Chancellors arranged campus-wide priorities from these campus-wide priorities from these requests and posted them onlinerequests and posted them online







“Most critically, the Institutional Proposal is integrated into our budgeting process via our current biennium budget requests to the State, and through our annual allocation exercises” (SVR, 14)

“Most critically, the Institutional Proposal is integrated into our budgeting process via our current biennium budget requests to the State, and through our annual allocation exercises” (SVR, 14)

New Actions Governed by Established New Actions Governed by Established ProcessesProcesses

Data regarding biennium budget requests and Data regarding biennium budget requests and legislative funding decisions are available online. legislative funding decisions are available online.

FY 2008 initial allocations were announced in FY 2008 initial allocations were announced in August 2007. Plans to post expenditure data at the August 2007. Plans to post expenditure data at the departmental level are underway departmental level are underway

Biennium budget request for 2007–2009 for UHM: $17M for Biennium budget request for 2007–2009 for UHM: $17M for FY 2008 and $27M for FY 2009 in additional operating FY 2008 and $27M for FY 2009 in additional operating funds. funds. Legislature approved over $10M for FY 2008 and $13M for Legislature approved over $10M for FY 2008 and $13M for FY 2009, the largest increase in state appropriated funds for FY 2009, the largest increase in state appropriated funds for many years. many years.

Biennium budget request for 2007–2009 for UHM: $17M for Biennium budget request for 2007–2009 for UHM: $17M for FY 2008 and $27M for FY 2009 in additional operating FY 2008 and $27M for FY 2009 in additional operating funds. funds. Legislature approved over $10M for FY 2008 and $13M for Legislature approved over $10M for FY 2008 and $13M for FY 2009, the largest increase in state appropriated funds for FY 2009, the largest increase in state appropriated funds for many years. many years.

Clarify how resource allocations are Clarify how resource allocations are made by the System to the made by the System to the campusescampuses


c. c. An active internal campus An active internal campus committee should work with committee should work with administration on budget administration on budget development and resource allocationdevelopment and resource allocation

a.a. Clarify how resource allocations Clarify how resource allocations are made by the System to the are made by the System to the campusescampuses



a.a. Clarify how resource allocations Clarify how resource allocations are made by the System to the are made by the System to the campusescampuses



The Mānoa Budget Advisory Group was formed in December 2003 to help develop guidelines for the budgeting process and for budget consultation.

This faculty-led group developed a series of recommendations for budgeting and submitted them to the Chancellor and the Mānoa Leadership Team (now Mānoa Executive Team). These recommendations may be found online at http://www.hawaii.edu/Mānoa/mbag/. We are in the process (as described above) of implementing their recommendations. (17)

To further support the move To further support the move towards transparency and towards transparency and

inclusion:inclusion:

Working with UH System and Working with UH System and University of Indiana to create an University of Indiana to create an open-source financial management open-source financial management information system to improve information system to improve tracking of expenditures and tracking of expenditures and handling of transactions. handling of transactions.

Three positions funded in biennium Three positions funded in biennium budget to assist with this effort. budget to assist with this effort.

Educational EffectivenessEducational Effectiveness

WASC Issues/ConcernsWASC Issues/Concerns

Assessment needs to become more Assessment needs to become more systemic and embedded within campus systemic and embedded within campus culture and incorporated into culture and incorporated into departmental departmental reviewsreviews and and assessment of general assessment of general education outcomeseducation outcomes

Opportunities need to be created for Opportunities need to be created for dialogue within and across departments dialogue within and across departments and schools about the meaning of evidence and schools about the meaning of evidence collected and analyzed with collected and analyzed with action plans action plans developed to improve courses, pedagogy, developed to improve courses, pedagogy, and student learningand student learning

2001 WASC Standards2001 WASC Standards require the integration of learning require the integration of learning outcomes into programs, program review processes, outcomes into programs, program review processes,

syllabi, and grading practicessyllabi, and grading practices



Assessment of undergraduate Assessment of undergraduate and graduate programs has and graduate programs has advanced considerablyadvanced considerably

Annual reports from programs Annual reports from programs are submitted for 05, 06 and 07 are submitted for 05, 06 and 07 and are onlineand are online

Criterion 2.2: programs must define “levels of student achievement necessary for graduation that represent more than simply an accumulation of courses or credits.”

Criterion 2.2: programs must define “levels of student achievement necessary for graduation that represent more than simply an accumulation of courses or credits.”

Excerpt…Excerpt…

Assessment UpdateAssessment Update Departmental Assessment Update - Submitted ReportsDepartmental Assessment Update - Submitted Reports

School/College Program Year Date SubmittedSchool/College Program Year Date Submitted Architecture - ArchitectureArch. D.200706 Jul 2007Architecture - ArchitectureArch. D.200706 Jul 2007 Arts and Humanities - American Studies MA & PhD200714 Aug Arts and Humanities - American Studies MA & PhD200714 Aug

20072007 Arts and Humanities - American Studies Historic Arts and Humanities - American Studies Historic

Preservation200703 Aug 2007Preservation200703 Aug 2007 Arts and Humanities - American Studies American Arts and Humanities - American Studies American

Studies200716 Aug 2007Studies200716 Aug 2007 Arts and Humanities - American Studies Museum Studies Arts and Humanities - American Studies Museum Studies

Graduate Certificate Program 2007 16 Aug 2007Graduate Certificate Program 2007 16 Aug 2007 Arts and Humanities - Art and Art History BA, BFA, Minor200722 Arts and Humanities - Art and Art History BA, BFA, Minor200722

Jul 2007Jul 2007 Arts and Humanities - Art and Art History MA, MFA200722 Jul Arts and Humanities - Art and Art History MA, MFA200722 Jul

20072007 Arts and Humanities – Dance MFA 2007 16 Aug 2007Arts and Humanities – Dance MFA 2007 16 Aug 2007 Arts and Humanities – History 2007 11 Sep 2007Arts and Humanities – History 2007 11 Sep 2007

New assessment initiatives:New assessment initiatives:

Identified assessment coordinators per college/school. Have begun meeting with Identified assessment coordinators per college/school. Have begun meeting with them to form lines of communication, professional development avenues etc. them to form lines of communication, professional development avenues etc.

SLOs being formulated for general education by faculty SLOs being formulated for general education by faculty groups clustered around foundation and focus areasgroups clustered around foundation and focus areas

Have begun to connect with program review leaders to enhance assessment Have begun to connect with program review leaders to enhance assessment presence into program review initiative and make these activities seamless (WASC presence into program review initiative and make these activities seamless (WASC recommends 50% of program review be focused on assessment)…recommends 50% of program review be focused on assessment)…

Proposing a more integrated link between assessment, program review and Proposing a more integrated link between assessment, program review and budget/planning activities.budget/planning activities.

Established “working group” with the SEC to move general ed Established “working group” with the SEC to move general ed assessment forward.assessment forward.

Hiring IRO position and moving towards acquiring 2 Hiring IRO position and moving towards acquiring 2 assessment officers to form Assessment Office that is assessment officers to form Assessment Office that is promised in Proposal. promised in Proposal.

Acquired a dedicated budget for assessment and permission Acquired a dedicated budget for assessment and permission to release a faculty member to assistto release a faculty member to assist

Sending faculty to WASC conference to study “killer courses” (September).Sending faculty to WASC conference to study “killer courses” (September). Brought WASC consultant on assessment to campus to work Brought WASC consultant on assessment to campus to work

on general ed assessment and to discuss academic on general ed assessment and to discuss academic assessment (September). Draft rubrics created for foundation assessment (September). Draft rubrics created for foundation aspects of gen ed programaspects of gen ed program

Assessment web site redesign is being sketched to emphasize best practices and Assessment web site redesign is being sketched to emphasize best practices and “changes made” as a result of assessment“changes made” as a result of assessment

Developing an IR web site that has UHM profile for quick consumption as well as Developing an IR web site that has UHM profile for quick consumption as well as archival material for assessment and program review context…archival material for assessment and program review context…

Almost all departments have active Almost all departments have active

assessment programs and have assessment programs and have collected multiple data sets over the collected multiple data sets over the past few years. past few years.

There is still variance in the quality of There is still variance in the quality of assessment programs but assessment programs but departments are beginning to use departments are beginning to use assessment data to inform their assessment data to inform their curricula decisions. curricula decisions.

Assessment has been Assessment has been mandated by WASC since 2001mandated by WASC since 2001

Programmatic and course level Programmatic and course level assessment is expectedassessment is expected





But…You don’t fatten a pig by But…You don’t fatten a pig by measuring itmeasuring it

Fun but unfair criticismFun but unfair criticism Assessing doesn’t enhance learning in a Assessing doesn’t enhance learning in a

direct way but it allows us to assess the direct way but it allows us to assess the degree to which our approach is workingdegree to which our approach is working

Outcomes and results not process

Spirit of inquiry, curiosity, the Spirit of inquiry, curiosity, the unexamined life; not complianceunexamined life; not compliance

“to let no day pass without discussing goodness and all the other subjects about which you hear me talking and examining both myself and others," he felt that this activity, "is really the very best thing that a man or women can do, and that life without this sort of examination is not worth living

“to let no day pass without discussing goodness and all the other subjects about which you hear me talking and examining both myself and others," he felt that this activity, "is really the very best thing that a man or women can do, and that life without this sort of examination is not worth living

We measure what we care about:We measure what we care about:

Blood panels…cholesterol etcBlood panels…cholesterol etcMortality rate spikes for Mortality rate spikes for

surgical team:surgical team: Operation room bacteria Operation room bacteria Equipment?Equipment? Staff? Staff? More critical levels of patient More critical levels of patient

illnessillness? ?

Tough stakeholder criticsTough stakeholder critics

So…So…

Why not ascertain student Why not ascertain student success and begin to ask success and begin to ask questions about adjustments? questions about adjustments? Or rethinking methods?Or rethinking methods?

OrganizationalOrganizational Budget OperationsBudget Operations Educational EffectivenessEducational Effectiveness

questionsquestions

Documents

Special Visit: Issues and Resolve. Special Visit Why special visits occur? Why special visits occur? Why multiple visits occur? Why multiple visits occur?