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Critical Success Factors,
       Benchmarking and
   Quality in Virtual Learning
(and Accreditation and Inspection!)

                        Paul Bacsich


  European Virtual Schools Colloquium, Sheffield, 22 May 2012   1
Too many concepts

                          Critical
  Benchmarking           Success
                          Factors



                                      Accreditation
                                                              Standards?
                                        /approval
        Quality
                                      /kitemarking



E-learning (and OER) is only a small part of the quality process –
how can agencies and assessors handle five variants of the concept
across many separate methodologies?

European Virtual Schools Colloquium, Sheffield, 22 May 2012                2
Proposal to ENQA - the pyramid

Critical Success                                         Leadership level

 Factors -------------
Benchmarking ----                                            Senior managers




Quality --------------
                                          Criteria are placed
                                           at different layers
                                            in the pyramid
Detailed pedagogic                    depending on their “level”

 guidelines ----------
   European Virtual Schools Colloquium, Sheffield, 22 May 2012               3
The regulatory pyramid above

                depending on their “level”
                     in the pyramid
                    at different layers
                   Criteria are placed




European Virtual Schools Colloquium, Sheffield, 22 May 2012   4
Re.ViCa 2007-09
         (Review of Virtual Campuses)
 Project supported by the European Union under the Lifelong
  Learning Programme - Erasmus/Virtual Campus
   – With International Advisory Committee
 Database of countries, agencies and Programmes (500)
 Nine case studies
 Set of 17 Critical Success Factors developed after wide
  international consultation – embedded in Pick&Mix scheme
 Organised post-secondary e-learning initiatives are found
  across the “G-100” (all except the Least Developed Countries)




       European Virtual Schools Colloquium, Sheffield, 22 May 2012   5
VISCED

Uses the Re.ViCa wiki
See Susan’s and Barry’s summaries
And our Newsletter and wiki !
Need to modify the Re.ViCa Critical
 Success Factors for virtual schools
AND thus need to understand the
 accreditation, inspection, quality and
 regulatory context round virtual schools
   European Virtual Schools Colloquium, Sheffield, 22 May 2012   6
A write-in exercise:
              For each country
1. Who Accredits virtual schools?
2. Who Inspects virtual schools – and how
   often?
3. What criteria do they use?
4. Are there specific criteria for virtual
   schools? (like US, Australia, New
   Zealand, England in the past for schools –
   and UK, Sweden in the past for unis)
   European Virtual Schools Colloquium, Sheffield, 22 May 2012   7
Criteria: Pick&Mix overview
 Focussed on e-learning, not general pedagogy
 Draws on several sources and methodologies –
  UK and internationally (including US) and from
  college sector – not yet schools
 Not linked to any particular style of e-learning
  (e.g. distance or on-campus or blended)
 Suitable for desk research as well as “in-depth”
  studies
 Suitable for single- and multi-institution studies


    European Virtual Schools Colloquium, Sheffield, 22 May 2012   8
Pick&Mix history

 Initial version developed in early 2005
 Since then, refined by literature search, discussion,
  feedback, presentations, workshops, concordance
  studies and four phases of use – fifth and sixth
  phases now – over 30 institutions benchmarked
 Formed the basis of the wording of the Critical
  Success Factors scheme for the EU Re.ViCa
  project – now reincorporated in Pick&Mix
 And the basis for the draft Critical Success Factors
  for VISCED – but YOU can help update these

    European Virtual Schools Colloquium, Sheffield, 22 May 2012   9
Pick&Mix

               Criteria and metrics




European Virtual Schools Colloquium, Sheffield, 22 May 2012   10
Criteria

 Criteria are “statements of practice” which are
  scored into a number of performance levels from
  bad/nil to excellent
 It is wisest if these statements are in the public
  domain – to allow analysis & refinement
 The number of criteria is crucial
 Pick&Mix currently has a core of 20 – based on
  analysis from the literature (ABC, BS etc) and
  experience in many senior mgt scoring meetings

   European Virtual Schools Colloquium, Sheffield, 22 May 2012   11
Pick&Mix Scoring

Use a 6-point scale (1-6)
  – 5 (cf Likert, MIT90s levels) plus 1 more for
    “excellence”
Contextualised by “scoring commentary”
There are always issues of judging
 progress especially “best practice”
The 6 levels are mapped to 4 colours in a
 “traffic lights” system
  – red, amber, olive, green
   European Virtual Schools Colloquium, Sheffield, 22 May 2012   12
Pick&Mix System: summary

Has taken account of “best of breed”
 schemes
Output and student-oriented aspects
Methodology-agnostic but uses underlying
 approaches where useful (e.g. Chickering
 & Gamson, Quality on the Line, MIT90s)
Requires no long training course to
 understand
  European Virtual Schools Colloquium, Sheffield, 22 May 2012   13
Pick&Mix

               Two sample criteria




European Virtual Schools Colloquium, Sheffield, 22 May 2012   14
P10 “Training”
1. No systematic training for e-learning
2. Some systematic training, e.g. in some projects
   and departments
3. School-wide training programme but little
   monitoring of attendance or encouragement to go
4. School-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
    European Virtual Schools Colloquium, Sheffield, 22 May 2012   15
P05 “Accessibility”
1. VLE and e-learning material are not accessible
2. VLE and much e-learning material conform to
   minimum standards of accessibility
3. VLE and almost all e-learning material conform to
   minimum standards of accessibility
4. VLE and all e-learning material conform to at least
   minimum standards of accessibility, much to higher
   standards
5. VLE and e-learning material 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

    European Virtual Schools Colloquium, Sheffield, 22 May 2012   16

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Paul Bacsich - Sero - Critical Success Factors, Benchmarking and Quality in Virtual Learning

  • 1. Critical Success Factors, Benchmarking and Quality in Virtual Learning (and Accreditation and Inspection!) Paul Bacsich European Virtual Schools Colloquium, Sheffield, 22 May 2012 1
  • 2. Too many concepts Critical Benchmarking Success Factors Accreditation Standards? /approval Quality /kitemarking E-learning (and OER) is only a small part of the quality process – how can agencies and assessors handle five variants of the concept across many separate methodologies? European Virtual Schools Colloquium, Sheffield, 22 May 2012 2
  • 3. Proposal to ENQA - the pyramid Critical Success Leadership level Factors ------------- Benchmarking ---- Senior managers Quality -------------- Criteria are placed at different layers in the pyramid Detailed pedagogic depending on their “level” guidelines ---------- European Virtual Schools Colloquium, Sheffield, 22 May 2012 3
  • 4. The regulatory pyramid above depending on their “level” in the pyramid at different layers Criteria are placed European Virtual Schools Colloquium, Sheffield, 22 May 2012 4
  • 5. Re.ViCa 2007-09 (Review of Virtual Campuses)  Project supported by the European Union under the Lifelong Learning Programme - Erasmus/Virtual Campus – With International Advisory Committee  Database of countries, agencies and Programmes (500)  Nine case studies  Set of 17 Critical Success Factors developed after wide international consultation – embedded in Pick&Mix scheme  Organised post-secondary e-learning initiatives are found across the “G-100” (all except the Least Developed Countries) European Virtual Schools Colloquium, Sheffield, 22 May 2012 5
  • 6. VISCED Uses the Re.ViCa wiki See Susan’s and Barry’s summaries And our Newsletter and wiki ! Need to modify the Re.ViCa Critical Success Factors for virtual schools AND thus need to understand the accreditation, inspection, quality and regulatory context round virtual schools European Virtual Schools Colloquium, Sheffield, 22 May 2012 6
  • 7. A write-in exercise: For each country 1. Who Accredits virtual schools? 2. Who Inspects virtual schools – and how often? 3. What criteria do they use? 4. Are there specific criteria for virtual schools? (like US, Australia, New Zealand, England in the past for schools – and UK, Sweden in the past for unis) European Virtual Schools Colloquium, Sheffield, 22 May 2012 7
  • 8. Criteria: Pick&Mix overview  Focussed on e-learning, not general pedagogy  Draws on several sources and methodologies – UK and internationally (including US) and from college sector – not yet schools  Not linked to any particular style of e-learning (e.g. distance or on-campus or blended)  Suitable for desk research as well as “in-depth” studies  Suitable for single- and multi-institution studies European Virtual Schools Colloquium, Sheffield, 22 May 2012 8
  • 9. Pick&Mix history  Initial version developed in early 2005  Since then, refined by literature search, discussion, feedback, presentations, workshops, concordance studies and four phases of use – fifth and sixth phases now – over 30 institutions benchmarked  Formed the basis of the wording of the Critical Success Factors scheme for the EU Re.ViCa project – now reincorporated in Pick&Mix  And the basis for the draft Critical Success Factors for VISCED – but YOU can help update these European Virtual Schools Colloquium, Sheffield, 22 May 2012 9
  • 10. Pick&Mix Criteria and metrics European Virtual Schools Colloquium, Sheffield, 22 May 2012 10
  • 11. Criteria  Criteria are “statements of practice” which are scored into a number of performance levels from bad/nil to excellent  It is wisest if these statements are in the public domain – to allow analysis & refinement  The number of criteria is crucial  Pick&Mix currently has a core of 20 – based on analysis from the literature (ABC, BS etc) and experience in many senior mgt scoring meetings European Virtual Schools Colloquium, Sheffield, 22 May 2012 11
  • 12. Pick&Mix Scoring Use a 6-point scale (1-6) – 5 (cf Likert, MIT90s levels) plus 1 more for “excellence” Contextualised by “scoring commentary” There are always issues of judging progress especially “best practice” The 6 levels are mapped to 4 colours in a “traffic lights” system – red, amber, olive, green European Virtual Schools Colloquium, Sheffield, 22 May 2012 12
  • 13. Pick&Mix System: summary Has taken account of “best of breed” schemes Output and student-oriented aspects Methodology-agnostic but uses underlying approaches where useful (e.g. Chickering & Gamson, Quality on the Line, MIT90s) Requires no long training course to understand European Virtual Schools Colloquium, Sheffield, 22 May 2012 13
  • 14. Pick&Mix Two sample criteria European Virtual Schools Colloquium, Sheffield, 22 May 2012 14
  • 15. P10 “Training” 1. No systematic training for e-learning 2. Some systematic training, e.g. in some projects and departments 3. School-wide training programme but little monitoring of attendance or encouragement to go 4. School-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 European Virtual Schools Colloquium, Sheffield, 22 May 2012 15
  • 16. P05 “Accessibility” 1. VLE and e-learning material are not accessible 2. VLE and much e-learning material conform to minimum standards of accessibility 3. VLE and almost all e-learning material conform to minimum standards of accessibility 4. VLE and all e-learning material conform to at least minimum standards of accessibility, much to higher standards 5. VLE and e-learning material 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 European Virtual Schools Colloquium, Sheffield, 22 May 2012 16