OER Management and Delivery:
Seven Best Practices
Boyoung Chae, Ph.D.
Washington State Board for Community and Technical Colleges
March 6, 2014

Purpose of the Session
To share
• The best practices for managing, organizing
and delivering open development projects.
• The helpful tips and suggestions around
various aspects of open development projects,
such as quality assurance and copyright
clearance.
Samples and templates: http://goo.gl/SP8JyW

Best Practice #1:
Ensure the content is OPEN
Consider:
1. Ensuring that all course developers are aware of
the requirement of open licensing.
2. Becoming familiar with the concept of OER.
Information is available at http://open4us.org/.
3. Encouraging the course developers to develop
the original resources or use open sources only.

Best Practice #1:
Ensure the content is OPEN
Consider:
4. Having a copyright expert (e.g., college librarian)
who is knowledgeable with open licensing review
the content.
5. Including a Citation and Copyright folder in each
course package, containing the information
about copyright permissions, references, and
materials audit.

Best Practice #2:
Assure the QUALITY of the materials
Consider:
1. Having a professional instructional designer
review the design of the material.
2. Providing templates for each instructional design
process with examples.

Best Practice #2:
Assure the QUALITY of the materials
Consider:
3. Dividing the course development process into
the logical units and checking the quality in
detail:
• Course level & Module level objectives
• Lessons & Learning activities
• Assessments
• Syllabus

Best Practice #3:
Provide a DELIVERABLES list
Consider:
1. Providing a deliverables list with
• Clear expectations (& consequences)
• Specific due dates
• People in charge

Best Practice #4:
Manage deliverables OPENLY
Consider:
1. Sharing deliverables tracking document with all
team members and using it to determine the
status of work.
2. Constantly reminding the team members of the
due dates and the consequences.

Best Practice #5:
Make a plan for how to SUSTAIN
Consider:
1. Selecting a delivery system that could be open to
changes.
2. Avoid completely relying on a Learning
Management System.
3. Making a plan for maintenance.

Best Practice #6:
Check on the ACCESSIBILITY
Consider:
1. Having a professional accessibility expert review
the material.
2. Providing guidelines and training on accessibility
from the beginning of the project.

Best Practice #7:
Plan for the DATA collection
Consider:
1. Creating a clear research plan from the
beginning.
2. Notifying the project participants of the research
plan at the start of the project.

Questions and Comments on OER use
Boyoung Chae, Ph.D.
Program Admin of Open Education and eLearning
Washington State Board for Community and Technical
Colleges (SBCTC)
bchae@sbctc.edu
360-628-3549