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©K. Martell Southern Business Administration Association Annual Meeting 2004 Assurance of Learning— Are we making the grade? Kathryn Martell Associate Dean, Montclair State [email protected]

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©K. Martell

Southern Business Administration Association

Annual Meeting 2004

Assurance of Learning—Are we making the grade?

Kathryn MartellAssociate Dean, Montclair State

[email protected]

©K. Martell

Today’s Talk• AACSB Expectations• Where we are compared to those

expectations• Advice and other musings

Based onsurvey

Survey sample…

66% Public Institutions69% AACSB accredited

82% Offer Masters 17% Offer Doctorate

©K. Martell

Number of Students

0% 10% 20% 30% 40% 50%

More than 3000

1500-3000

500-1500

Less than 500

©K. Martell

Business Schools annual budget

0% 10% 20% 30% 40%

Over $10million

$5-$10million

$2-$5million

Under $2million

©K. Martell

(review) Program Assessment

• Expert Learning is a curriculum function – not a course function.

• Program assessment evaluates student learning across the curriculum.

• Program assessment measures student learning, NOT faculty teaching.

©K. Martell

Assessing Institutional Effectiveness

©K. Martell

A quick review:AACSB Standard 16

“(Driven by mission)…the school specifies learninggoals and demonstrates achievement of learning goals for key general, management-specific,and/or appropriate discipline specific knowledge and skills that its students achieve in each undergraduate degree program.”

Old Days:

We taught it!

Now:

They learned it!

©K. Martell

What it does say• Program-level learning goals• Mission driven• Direct measures of assessment• Knowledge & skills• Use data for program

improvement

©K. Martell

What it doesn’t say…(i.e., it could be a lot

worse!)• Use a specific method• Assess at the concentration/major level• Benchmark w/ other schools• Assess every topic/skill in Standard 15• Value-added assessment required• That every student must be assessed• What percentage of students must meet

standard• Graduation must be tied to meeting

standards• That the complete assessment process must

be implemented all at once, and immediately• Refer to FAQ in ARC

©K. Martell

Review (continued)The assessment process:1. Define goals and objectives. (include both general and

management-specific goals).

2. Align curriculum with goals.3. Identify instruments and methods for assessing

student achievement for each goal.4. Implement. (Collect data)5. Disseminate data.

6. Feedback Loop! Evaluate Assessment data, make changes.

©K. Martell

AACSB Timetable: We have time

(but the sand is moving…)• Year 1 (2003): Set

Learning Goals• Year 2 (2004):

Curriculum Alignment, Measures

• Year 3-4 (2005&6): Collect data, analyze, curriculum changes

• By 2007, the full assessment cycle (including curriculum change) should be in place.

©K. Martell

Step one: Learning goals

• 4-10 per degree program• Faculty driven, mission driven• DUE: Last year!

©K. Martell

Does your school have…

0%

10%

20%

30%

40%

50%

60%

70%

writtenassessment

standards objectives formallearning

goals

Yes No

©K. Martell

The MOST IMPORTANT/RELEVANT learning goals for your School of Business’ undergraduate degree

programs.

0% 10% 20% 30% 40% 50% 60% 70%

Life long learners

Professional

Strategic thinkers

Entrepreneurial

Technically Proficient

Leaders

Analytical

Socially responsible

Team Players

Competent in their discipline

Global perspective

Knowledgable of all business disciplines

Able to integrate across disciplines

Problem Solvers

Eff ective decision makers

Critical Thinkers

Ethical

Eff ective Communicators

Top rated: ethics, communication, critical thinkers, decision makers, problem solvers, ability to integrate, knowledge, global perspective, disciplinary competence, team players.

©K. Martell

Kathryn’s advice on learning goals:

1. Look at your mission2. Top down, not bottom up.3. Don’t want to know, don’t

ask.4. Keep the one thing(s) , the

one thing(s).

©K. Martell

Step 1b: Translate those goals into something you can observe (objectives)

0%

10%

20%

30%

40%

50%

60%

70%

writtenassessment

standards objectives formallearning

goals

Yes No

©K. Martell

Goals vs. objectives• Goals express what we want our students to be.• Objectives describe what we want our students

to do.

Objectives are indicators of goals.

In order to be assessable, objectives must be written so they specify behaviors or products that we can observe.

©K. Martell

ExamplesGoal: Interdisciplinary thinking

Objective:When confronted with a business case

that doesn’t prompt them to do so, students will develop solutions or recommendations that include mutually supportive activities in the value chain.

When confronted with a case from one discipline, students will appropriately apply methods from another discipline.

©K. Martell

ExampleGoal: Good Team Member

Objectives: Students will demonstrate the

ability to work effectively in a team environment to solve business related scenarios.

©K. Martell

(Ambitious) ExampleGoal: Global perspectiveObjective:Students will conduct a business conversation

in a foreign language.Students will host a social function consistent

with the norms of the invited students’ culture

Students will analyze foreign financial statements using international accounting standards

Students will design a HRM program consistent with the norms of another culture

Students will complete the US citizenship exam

Students will complete the equivalent of the US citizenship exam for another country

©K. Martell

Next step: Choose Methods

• Tests, Exams• Essays• Embedded questions• Journals• Case Studies• Simulations• Internships• Assessment Centers• Written Assignments

• Portfolios• Presentations• Capstone or other

projects• Videotaping*******• Surveys (Student,

Alumni, Employer)• Interviews• Focus Groups

©K. Martell

Note:

• Course grades are not appropriate for program assessment.

©K. Martell

Why grades aren’t program

assessment….Exams 75

Presentation 85

Paper 90

Homework 80

Total 81

Exams 90Presentation 84Paper 60Homework 82Total 81

COURSE

Exams50%

Oral Presentation 15%

Paper25%

Homework10%

©K. Martell

0% 20% 40% 60% 80%

Syllabi Review

Pass rates on professional exams

exam: Analytical skills

exam: writing

Capstone or Senior Project

Student GPAs

Assessment Center

Comprehensive Exam (written)

Student Interviews

Employer Survey

Psychometric measures

ETS Field Test

Assessment methods:

Top Direct: ETS, Course embedded, capstone, student portfolio, pass rates on prof. exams

©K. Martell

Examples of Course-Embedded Measurement:

• Written assignments including cases, research reports, memos.

• Oral presentations, debates.• Computer projects• Simulations• Classroom exercises• Business plans and/or consulting projects.• Exams or embedded questions on exams.

©K. Martell

Difference between assessing student work for a course, and

assessing student work – in a class – for program assessment • For class: every student assessed,

professor determines criteria and standards (which may or may not be explicit), professor does the evaluation, student gets the result

• For program assessment: sampling acceptable, faculty determine criteria and standards (which are explicit), professor OR outsider does the evaluation, feedback goes to the program faculty

©K. Martell

Oral Communication

Objectives Low Performance Average Exemplary Performance EarnedPoints

Organization 0-1 pointNo opening statement, or irrelevant statement. Loses

focus more than twice. Does not manage time effectively.

2-3 points Has opening statement relevant to topic, and gives outline of speech. Mostly organized, loses focus only

once or twice. Some

transitions. Allows enough time to deliver speech, although it could have been better edited.

4-5 points Has a clear opening statement that catches audience’s interest and gives overview. Stays focused throughout.Has transition statements,

ties sections together. Very effective time management.

Content 0-1 point Does not meet assignment requirements, is not current, nor objective.Does not use appropriate

analysis.

2-3points Fulfills assignment. Current. Uses appropriate sources

and is objective. Reasonable analysis.

4-5 points Is more thorough than "average." Research goes beyond minimum

requirements. Strong analysis.

Quality of slides 0-1 pointSloppy and/or unprofessional. May be

difficult to read. Many slides are superfluous.

2-3 points Readable, professional,

appropriate number.

4-5 points Readable, professional, imaginative and/or of high quality (without being a

distraction).

©K. Martell

Oral Communication Evaluation: Checklist Traits: (3) (2) (1)1. Opening Statement with purpose ___ X__ ___2. Organization ___ _X_ ___

3. Content: currency & relevance _X_ ___ ___4. Quality of slides _x__ ___ ___5. Quality of conclusion ___ _x__ ___*** 6. Voice quality, pace ___ _X_ ___7. Mannerisms ___ ___ _x_8. Professionalism ___ _x_ ___9. Use of media _x_ ___ ___10. Ability to answer questions _x_ ___ ___

Scoring:

10-19 Does not meet expectations 2320-26 Meets expectations27-30 Exceeds expectations

©K. Martell

Turning Grading Into Program Assessment

Oral Communication Evaluation: Checklist (n=30) Traits: (3) (2) (1)1. Opening Statement with purpose _2__ _25_ _3__2. Organization _8__ _16_ _6__3. Content: currency & relevance _7__ _18_ _5__4. Quality of slides _20_ _5__ _5__5. Quality of conclusion _2__ _12_ _16_*** 6. Voice quality, pace _14_ _12_ _4__7. Mannerisms _9__ _16_ _5__8. Professionalism _3__ _10_ _17_9. Use of media _6__ _14_ _10_10. Ability to answer questions _10_ _14_ _ 6__

Scoring:Does not meet expectations: 7Meets expectations: 20Exceeds expectations 3

©K. Martell

Kathryn’s advice on choosing methods…

1. Choose a method that will generate data you can use.

2. Build on something you’re already doing…

3….but modify to be a program assessment measure

4. Whenever possible, kill 2 birds with 1 stone.

©K. Martell

2 birds for 1 stone!• Students will write a well-organized,

concise five page paper, identifying and comparing motivation theories, using appropriate spelling, punctuation, citations, grammar, and vocabulary.

• Business plan or case: analytical skills, business knowledge, integration, writing skills

Next step: share Next step: share (and store) and use (and store) and use

the datathe data

Next step: share Next step: share (and store) and use (and store) and use

the datathe data

©K. Martell

How often Business Schools share student learning assessment data with most of its

faculty

0 20 40 60

Most common venues:

Faculty meetings (52%),

Written reports (41%), dept. (36%) & committee meetings (37%).

©K. Martell

How schools are currently storing assessment data

0 50 100 150

Other

commercially developed assessmentsoftw are/database

internally developed data base

internally generated summary reports

computer spreadsheets (Excel, Access,etc.)

paper f iles

Number of schools

©K. Martell

Has ASSESSMENT of student learning LED to any significant curriculum changes in the past 3 years in your undergraduate

programs?

0 20 40 60 80 100

Don't Know

No

Yes

Make sure to document the link between direct measurement of student learning and curriculum change…

©K. Martell

Sample Annual Assessment Report

Learning Objectives

What did weassess?

Sample

Who did we assess? When? Where?

Methods

How did we assess?(attach rubric)

Findings/Evidence

What did we find out?

Interpretation/Action Items

What are we going to do about it?

Implementing your Implementing your assesment planassesment plan

Implementing your Implementing your assesment planassesment plan

Observations & adviceObservations & advice

©K. Martell

First…a little question of

money…

©K. Martell

65% of Business Schools devoted resources (financial or release time) to learning

assessment last year.

Yes

No

©K. Martell

The approximate FINANCIAL resources devoted to these

Business School assessments last year?

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

none under$1000

$1000-$5000

$5000-$10,000

over$10,000

Don'tknow

©K. Martell

Release time allocated to assessment activities within the

Business School

None

1 course per year

2 Courses per year

More than 3 courses peryear

©K. Martell

Money spent on assessment in the Business School—

where from?67% ad hoc spendingfrom Business Schoolbudget

13% from theUniversity budget

10% in the BusinessSchool budget as aline item

10% Don't know

©K. Martell

92 out of 154 respondents said their Universities offer resources to

support assessment within their academic units.

Faculty training

Books, Materials

$ for seminars

$ for assessmentinstruments

Questionnairedevelopment

©K. Martell

Kathryn’s observation: Assessment Programs can

not run on budget dust• Strategic Item (should be linked to

financial resources)• Trade-off: Faculty time vs. financial

resources• Make or Buy. Ways to “buy” time:

choice of methods, outside graders, centralize responsibilities/ release time, factor into job responsibilities (and take away something else!)

©K. Martell

Organizing for assessment: Primary responsibility for administering the

student learning assessment process.

0

20

40

60

80

100

54% Admin 12% facultysteward

22%Committees

3% StaffPerson

10%Combination

Deans Department heads Existing New All

©K. Martell

Bringing SAC & AACSB together

(Kathryn’s advice)• AACSB: program level• SAC: department level• One system for both:1. Include disciplinary competence as one of

your AACSB learning goals2. When gathering performance data from

students, keep track of student majors3. Disaggregate and analyze data by major/

department for SAC; report in aggregate for AACSB

©K. Martell

0% 10% 20% 30% 40% 50% 60% 70% 80%

AACSB’s new Assurance standards

Translate general student learning goals

a level of acceptable student competency

assessment data to promote curriculum change

Articulate key student learning goals

assessment plan on your programs’ learning goals

Keep records on assessment process for AACSB

Analyze assessment data, and disseminate it to faculty?

How confident are you?Pretty darn confident!

©K. Martell

What makes you nervous…

0% 10% 20% 30% 40% 50% 60%

AACSB expectations will change again

Time required

Reviewers’ interpretation of standards

Faculty knowledge about assessment

Financial resources

% of surveyed

©K. Martell

And what doesn’t…

0% 10% 20% 30% 40% 50% 60% 70%

What we’ll find out

Conflict w / School goals (e.g., research)

How to draw conclusions from data

Getting started

Storing the data

Lack of university support

Student resistance

“Closing the loop” – using data to change curriculum

% of respondents

©K. Martell

How satisfied are you with your Business School’s current process of

assessment student learning?

0% 10% 20% 30% 40% 50%

Not At All Satisfied

Moderately Satisfied

Very Satisfied

©K. Martell

Kathryn’s Advice on developing your

assessment program:Keep It Simple (….)

It doesn’t have to be that It doesn’t have to be that hard.hard.

Difference between scholarly Difference between scholarly and academic rigor.and academic rigor.

The enemy of the good is the The enemy of the good is the perfect.perfect.

©K. Martell

Anticipate Faculty Resistance

1. “I can’t”2. “I won’t”3. “I shouldn’t have to”4. “I’ve already done that”*• And Their Support

* source: C. Haessig & A. LaPotin, (1999), Assessment Update.

©K. Martell

Are we making the grade?

• Well…sorta• The good news:

anxiety is down, activity is up, sharing examples, goals established

• Bad news: Objectives & standards should be established by now and assessment of one goal should be started (or close to starting).

0%

10%

20%

30%

40%

50%

60%

70%

writtenassessment

standards objectives formallearning

goals

Yes No

©K. Martell

©K. Martell

AACSB/AIR Assessment in Business Schools Book outlineContext/Environment – Reasons for Assessment1. Assessment in Business Schools: where we were, where we

are, where we need to go

2. What the regional accreditors require3. School goals: branding4. School goals: student development5. School/university cultureInnovative Practice – each step of the wayChapters 6-14Assessing the (seemingly) “Unassessable” 15. Leadership16. Ethics 17. Innovation/entrepreneurship/creativity18. Global/cultural sensitivity19. Critical Thinking 20. Other topics 21. Assessment Practices in Accounting22. Assessing Disciplinary Competence23. Organizing for Assessment24. Overcoming Obstacles to assessment

©K. Martell

Kathryn’s STRONGEST Advice:

• Get started. Now.

2nd strongest:• Don’t let the curmudgeons get

you down…everyone doesn’t have to be on board.