ks enr functional training module 6:: understanding academic planning
TRANSCRIPT
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KS ENR Functional Training Module 6:: Understanding Academic
Planning
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For agenda details, presenter contact information and supporting materials, please visit
KS ENR Functional Training, Module 6 - Understanding Academic Planning
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Topics and Presenters
Item Presenter Project RoleFrom Vision to Reality I : Defining Academic Planning Carol Bershad
Bob JanssonProduct ManagerAnalysis Team, SME
From Vision to Reality II: ENR 1.0 Scope Carol BershadBob Jansson
Product Manager
From Reality to Vision: UW’s MyPlan Jill Yetman MyPlan Project Lead
Wrap-up Carol Bershad
Facilitator Carol Bershad Analysis Team, BA
Logistics Coordinator Cheryl Medley Project Mgmt Coordinator
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Overall Training Objective:: To equip participants with a solid understanding of the functional framework of the KS Enrollment Module and the associated business artifacts as they currently exist.
Module 6 Objectives:: To provide a more in-depth understanding of the Academic Planning functional area of KS ENR, including key concepts and terminology and the status of all related analysis and design artifacts (i.e., requirements, service contracts and wireframes)
Academic Planning for ENR Academic Planning ENR 1.0 UW’s MyPlan
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Objectives and Expectations
You are HERE
We are HERE
Where we all WANT TO BE
“Pulling you up”
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Offer Courses
Register for Courses
Grade Courses
Enroll in Programs
Assess Progress in Programs
Explore Programs
Plan Programs
Offer Programs
Setup the Environment
Set up Users
Student FacingInstitution Facing
Manage Info and Preferences
Holds
Exemptions
Academic Record
KS Enrollment
KS Curriculum Management
UW My Plan
KS Accounts3.Course
Offering
4.Course Registration
6.Program Offering
9.Academic Planning
9.Academic Planning
7.Program Enrollment
1. Setup
2.People and Permissions
2.People and Permissions
8.Program Assessment
5.Course Assessment
10.Academic Record
XCutting
XCutting
KS Scheduling
KS Program Audit
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From Vision to Reality I:Defining Academic Planning
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What Is Academic Planning in KS? Broadly, a continuum of functionality that helps students navigate
their academic experience
Who is it for? Admitted Students
Undergraduates Undergraduates, Undecided Graduates Professional
Non-admitted Students Prospects Applicants Transfers
Advisers
Academic Planning: The Vision
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Short Term, Tactical:
Focus on Coursework
Long Term, Strategic:
Focus on Interest, Goals
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Tools to plan out life/learning experience while at the institution and beyond Articulate Academic and Personal Goals and Interests Identification of Learning Activities to match Goals/Interest Define Roadmap of Learning Activities to meet Goals Perform Audits/Requisite Checking against Roadmap
All this is loosely envisioned in a “Learning Plan” that could be shared between students and their Adviser approved as a learning “contract” shared among students made available as samples or templates
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Academic Planning: The Vision
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Academic Planning: From Vision to Reality
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Academic Goals/Interests: “I want to work with people…”
Personal Goals/Interests: “I want to learn the violin…”
Learning Activities: “Courses, Programs, Exp Learning,
Projects, Co-curricular …”
Roadmap of Learning Activities
Audits/Requisite Checking
Programs: “I want major in Social Work...”
Courses, Programs
Roadmap of Courses: “Learning Plan”
Audits/Requisite Checking
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Centered on Programs
Program Exploration: What programs am I interested in? Program match on Coursework: What “If” Audits
Program Preparation and Enrollment: What do I need to do to get in? View of Academic Record Audit of Coursework against Entrance Requirements: What “IF” Audits
Program Completion: What do I need to do to finish? Audit of Coursework against Completion Requirements: What “IS” Audits
Learning Plan: How and when do I do it? A multi-year schedule of coursework that aids a student regardless of the program
stage for which they are planning … Actual and planned coursework Created from “scratch” or based on a Sample Can be shared with other students or Adviser
Academic Planning: From Vision to Reality
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As a student, I want to identify one of more programs that align with my interests, abilities and career goals
As a student I want to see how what I've done matches the requirements of programs I'm interested in to ensure I’m on track (What IF)
As a student (with a Learning Plan) I want to see how what I have planned matches the requirements of programs in which I'm interested
As a student, I want to identify and/or map courses that satisfy general education requirements early in my career at the institution before I really know what i want to do so that I’m not wasting time
As a pre-major student, I want to see the commonality across programs I'm interested in to determine which classes I should take next quarter.
Program Exploration
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As a pre-major student I want to identify what I need to do (courses and non-course requirements - application, portfolio, recommendations, etc) to be admitted to my program or programs of choice.
As a pre-major, I want to develop a Learning Plan of classes and other activities that will prepare me for Program Enrollment to a particular program at a particular term.
As a pre-major, I want to develop an alternate Learning Plan that will prepare me for Program Enrollment to alternate program (2nd or 3rd choice)
As a pre-major, I want to validate my plan against to ensure I'm on track to apply to a major.
Program Preparation and Enrollment
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As a student who's been admitted to a major, I want to identify courses and activities I need to complete in order to graduate.
As a student, I want to develop a Learning Plan of courses and other activities that will allow me to complete my program by a particular term (or terms).
As a student who has decided to change majors/add a major/ add a minor, I want to update my Learning Plan accordingly
As an student who's been admitted to a major, I want to validate my Learning Plan against to ensure I'm on track to graduate.
As a student with a graduation date and program in mind, I want to perform a formal degree audit to ensure I'm eligible to apply / graduate
Program Completion
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As an Advisor, I want to create a Sample Learning Plan for students to use
As an Advisor, I want to view a Learning Plan that has been shared with me by a student
As an Advisor, I want to comment on a Learning Plan that has been shared with me by a student
As an Advisor, I want to review and approve a Learning Plan
As an Advisor, I want to suggest additions/modifications/deletions to a Learning Plan
As an Advisor, I want to make additions/modifications/deletions to a student’s Learning Plan
Advising
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Allows students to:
Create a multi-year plan based on current requirements from one or more programs
Explore alternate paths to program completion
Track completed coursework
Track progress to milestones (year standing, minor completion, degree, etc)
Save (bookmark) courses
Communicate with Advisor
Streamline registration
Share with social networks
Early Learning Plan Wireframes
Learning Plan
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Interaction with Registration
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ENGL 101MATH 122SOC 114
Schedule Builder: What schedule options are available for the courses I
want to take?
Registration Cart: What am I actually going
to take?
Learning Plan: What courses do I want to
take?
Option 1101A, MWF 9am
MATH 122D, TTh 10amSOC 114A, MW 12pm
Option 2ENGL 101B, MWF 10amMATH 122B, MWF 8amSOC 114A, MW 12pm
Option 2ENGL 101B, MWF 10amMATH 122B, MWF 8amSOC 114A, MW 12pm
Canonical Offering
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From Vision to Reality II:ENR 1.0 Scope
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KS Enrollment Scope
2. People and Permissions
1. Set Up
3. Course Offering
4. Course Registration
5. Course Assessment
6. Program Offering
7. Program Enrollment
8. Program Assessment
9. Academic Planning
10. Academic Record
Institution Facing Student Facing
ENR 1.0ENR 2.0 and beyond
KS ENR Scope (WIP)
E1 … Deliver the BasicsE2 and Beyond … Deliver the Vision
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KS Enrollment 1.0 Scope
Learning Plan
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Function Feature Description
Exploration Ability of a Student to search for Programs Ability of a Student to browse the Catalog for Programs
Exploration Ability of a Student to search for ProgramsAbility of a Student to search for Programs by Learning Objectives/Learning Objective Categories
Exploration Ability of a Student to search for Programs Ability of a Student to search for Programs by title keywords
Exploration Ability of a Student to search for ProgramsAbility of a Student to search for Programs by description keywords
Exploration Ability to run a Program AuditAbility to run a "what if" Program Audit against alternate Program requirements
Exploration Ability of a Student to assess fit with a Program
Ability to run a "what if" Program Audit against alternate Program requirements
Enrollment Ability to view Program Enrollment Status Ability to view historical Program Enrollment Status
Enrollment Ability to run a Program AuditAbility to run a "what is" Program Audit against currently enrolled Program requirements
Enrollment Ability to view Program Enrollment Status Ability to view current Program Enrollment Status
KS ENR 1.0
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Creating and managing sample Learning plans.
Copying a shared Learning Plan
Save multiple Learning Plans
Tracking academic goals
Tracking non-academic goals
Interface with Course Registrationvia the "Schedule Builder“ .
Interface with Course Registrationvia the “Registration Cart” .
System derived program suggestions
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Academic Planning: Future Vision
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From Reality to Vision:UW’s MyPlan
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Because of MyPlan, I can more easily find the
courses that I need to take and manage my academic
plan.
Being able to outline a plan and share it easily with my
advisor has helped me focus on studying, not
worrying about graduation
MyPlan Academic planning tool that makes it easier for students to navigate the UW’s curricular offerings and achieve their academic goals
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MyPlan is the foundation for ongoing modernization and replacement
Multi-term Planning & Progress Tracking
Fall 2011 Winter 2012
Spring 2012
Summer 2012
Fall 2012 Winter 2013
Spring 2013
Summer 2013
Fall 2013 Winter 2014
Spring 2014
Summer 2014
Fall 2015 Winter 2015
Spring 2015
Summer 2015
Section Planning & Registration
Enhanced Progress Tracking & Alerts
Administrative Processes related to academic plan
Enhanced Advisor and collaboration functions
YEAR 1 YEAR 2+
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MyPlan enables multiple capabilities in the student domain
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HR/Payroll
Workforce Planning
Staffing
Compensation
Employee Relations
Development
Administering Labor Relations
Time and Leave
Payroll
Finance
Forecast Funding Needs
Budget Funds
Manage Funds
Receive and Distribute Funds
Spend Funds
Report on Funds
Student Admin
Recruit
Fund
Manage Curriculum
Enroll
Advise
Impart Knowledge
Manage Account
Assess Learning
MyPlan enables the following capabilities
• Manage Curriculum
• Enroll
• Advise
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MyPlan will be architected to maximize value to the institution and end-users
Technology
Applications
Information
BusinessUser stories define the service. As a user I want to… to achieve…
What information does the user need to achieve her goals?
Where does that data live? How will MyPlan get it?
What technical infrastructure is needed to support the service?
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MyPlan Year 1 Primer Goals & Impact Goal: Help student navigate UW’s curriculum and achieve their
academic goals
Year 1 Scope In Scope: • Audience: Undergraduate
and Graduate Students• Find programs and courses• Manage plan• Audit and track progress• Share with advisor
Out of Scope:• Audience: Prospects and Parents• Native mobile app• Exploration of self/learning profile• Section level planning• Registration shopping cart
Development approach
• Build as Kuali Student module to reduce cost of ownership, align to long-term replacement path.
• Integrate within UW portfolio according to emerging Enterprise Architecture principles.
Timeline Constraints
• Apr 2012: Present to tri-campus STF• Aug 2012: Phase 1 in production
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Module 6:: Follow-up Date: February 23, 2012 (note NEW DATE!) Time: 12pm – 2pm ET | 9am – 11am PT Post questions/issues: KS ENR Training, Module 6:: Questions/Issues
Module 6:: Evaluation Please complete short survey:: KS ENR Training - Module 6 Evaluation
Next Steps
THANK YOU!