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Maintaining An Effective Maintaining An Effective Institutional Research OfficeInstitutional Research Office
TAIR Newcomers
February 20 and 22, 2002
Omni Marina Hotel
Corpus Christi, Texas
Presented by Marilyn J. Greer, Ph.D.
Director, Institutional ResearchUniversity of Houston
mjgreer@uh.edu
Many thanks to TAIR for sponsoring the “Train the Trainer” session at the AIR Forum in
Long Beach, California.
This presentation follows an outline by
Karen W. Bauer, Ph.D.Assistant Director
Institutional Research and PlanningUniversity of Delaware
Projections of Education Statistics,
National and Texas, to 2015
Current Trends in Higher Ed. Students
• More diverse, older student body• More remedial needs• Most employed while enrolled• Differing reasons for college attendance• Technologically comfortable• Big consumers – credit cards, cars, cell phones• View themselves as CUSTOMERS to colleges
Projections of Projections of Education Statistics – Education Statistics – 2000-2011 2000-2011
NCESNCES
• Enrollment in degree-granting institutions is projected to increase 20% by 2011 (to 17.7m).
• Public institution enrollment is expected to increase to 13.6 m (20%) by 2011.
• Private institution enrollment is expected to increase 4.1m (18%) by 2011.
State of Texas Projections, 2000-2015• Total Texas population will grow at an average annual rate
of 2%;
• Hispanics are projected to increase from 31% to 39%;
• Blacks are expected to decrease from 11.4% to 10.6%;
• Whites are also projected to decrease from 54.6% to 45.3%.(from Study Paper 27, updated January 2001.)
Texas Higher Ed. ProjectionsTexas Higher Ed. Projections
Enrollments are projected to increase:• For public universities, 1.5% annual increase
between 2000 and 2005; 2005 to 2015, increase by 1.1% annually or a total of 498,000 by 2015;
• For public community colleges, 1.7% increase between 2000 & 2005; 2005 to 2015, increase by 1.6% or a total of 559,000.
(from Study Paper 27, updated January 2001.)
Roles of the IR Professional:1. Provide useful information;
2. Maintain timelines and efficiency;
3. Be accurate; and
4. Be knowledgeable of current trends in the economy, legislation, and education.
What is Institutional Research?What is Institutional Research?“Research leading to improved understanding, planning, and operations of institutions of post-secondary education.” (AIR)
“Provides information to senior leaders that will be used for decision making. Sometimes we are involved in decision-making, sometimes not.” (K. Bauer, U of Delaware)
“Accurate, timely, unbiased, research-based information regarding the University and its role in higher education that serves as a catalyst in support of the University’s mission, effective operations of the University, and customers of the University.” (UH Fact
Book 2000)
Skills of an IR Professional
• Familiarity with fundamentals of institutional research;
• Technological and analytical skills;
• Issues intelligence; and
• Contextual intelligence.
III. Institutional Research III. Institutional Research ResourcesResources
Books and MonographsAIRNew Directions SeriesSage PublicationsASHE-ERIC ReadersSpecialty Areas
IR Resources – Journals and Reports
Journals and ReportsAIR Professional FileChronicle of Higher EducationDepartment of Education ReportsResearch in Higher EducationJournal of Higher Education
IR Resources
Professional Associations
Professional AssociationsAssociation for Institutional Research
(http://www.airweb.org)Southern Association for Institutional
Research (http://www.sair.org/)Texas Association for Institutional Research
(http://www.texas-air.org)
External & Internal ResourcesExternal & Internal Resources
External Resources – Data SourcesCarnegie Classification of UniversitiesCommon Data SetNational Center for Education Statistics
(NCES)U. S. Census BureauU.S. News and World Report
External & Internal ResourcesExternal & Internal Resources
External Resources – commissions, public education agenciesAssociation of American UniversitiesLegislative Budget BoardNational Center for Public Policy and Higher
EducationSouthern Association of Colleges and SchoolsTexas Higher Education Coordinating Board
Internal ResourcesInternal Resources
Annual ReportsInstitutional Financial StatementsCollege Library ResourcesInternally developed surveys or purchased
instrumentsFacts and Figures booklets or sheetsInter-Institutional comparisons
IV. IV. Key ResponsibilitiesKey Responsibilities
Data Collection and ReportingEnrollment ManagementInter-Institutional Comparisons:
Peer Group Studies – Peer StudiesFact Books
Data Collection and Reporting
• How do you collect data?• Use of a Data Warehouse
Enrollment ManagementEnrollment Management Analysis of Groups Enrollment Projections/Modeling Graduation and Retention Reports
Inter-Institutional ComparisonsInter-Institutional ComparisonsTypes of Comparison GroupsTypes of Comparison Groups
o Competitor
o Aspiring
o Pre-Determined
o Peer
FACT BOOKSFACT BOOKS
Assessment in Institutional Research
5 Steps for 5 Steps for Assessment ProjectsAssessment Projects
1. Specify Goals and Objectives;
2. Design the Overall System; Select Methods and Measures;
3. Collect Data
4. Analyze and Interpret Data
5. Report Findings
Designing a Survey Instrument
Focus Groups
VI. Financial AnalysisVI. Financial Analysis
General Finance/Budget RequestsStudent Financial AidSalary Comparisons, Equity StudiesFaculty Workload
Salary Equity Studies – Suggested Variables
• Rank• Tenure• Gender• Ethnic/Racial Status• Years of Service• Degree Level• Type of Degree• Number of Terminal Degrees• Years in Rank• Department• School Where Received Degree
VII. Presentation of DataVII. Presentation of DataA. Stages of Data Analysis
B. Presentation Guidelines
C. Presentation Design Elements
Presentation Design ElementsPresentation Design Elements
• Professional Appearance
• Ask a trusted colleague to
listen to the presentation
• Think visually
• Font Selection
• Clip Art
• Color
Summary Strategies for Summary Strategies for Successful IRSuccessful IR
• Establish centrality of the office;
• Establish a friendly, professional relationship with key campus individuals;
• Write reports that are easy to understand;
• Obtain data from primary sources;
• Use survey research only when needed; &
• Be a FORWARD THINKER!
Thank you!
Good Luck with Institutional Research!
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