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OER Management and Delivery: 
Seven Best Practices 
Boyoung Chae, Ph.D. 
Washington State Board for Community and Technical Colleges 
October 1, 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. 
• The lesson learned in the project management. 
• How to work with faculty and administration. 
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.
How to have faculty and 
administration on board with OER 
Consider: 
1. Letting them know the benefits of using OER. 
Benefits faculty 
experienced 
Saving Student 
Money 
Instructinal 
Responsiveness 
Concurrent and 
evolving content 
Active student 
involvement 
Active and wide 
Collaboration 
Diverse course 
content 
Reflective 
Teching 
Convinience of 
Use
2. Setting up the encouraging climate for the 
use of OER. 
3. Providing easy pathways to access OER. 
4. Providing projects, initiatives, and mini-grant 
opportunities. 
5. Having a local expert. 
6. Providing basic ground level trainings.
Resources (1) 
How to Use Open Educational Resources 
– Online asynchronous training 
– 2 weeks, 10 hours 
– Fully facilitated
Resources (2) 
Open Washington 
www.openwa.org 
– Dedicated to providing easy pathways for faculty 
to learn, find, use and apply OER
Questions and Comments on OER use 
Boyoung Chae, Ph.D. 
Policy Associate, Open Education and eLearning 
Washington State Board for Community and 
Technical Colleges (SBCTC) 
bchae@sbctc.edu 
360-628-3549

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  • 1. OER Management and Delivery: Seven Best Practices Boyoung Chae, Ph.D. Washington State Board for Community and Technical Colleges October 1, 2014
  • 2. 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. • The lesson learned in the project management. • How to work with faculty and administration. Samples and templates: http://goo.gl/SP8JyW
  • 3. 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.
  • 4. 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.
  • 5. 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.
  • 6. 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
  • 7. Best Practice #3: Provide a DELIVERABLES list Consider: 1. Providing a deliverables list with • Clear expectations (& consequences) • Specific due dates • People in charge
  • 8. 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.
  • 9. 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.
  • 10. 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.
  • 11. 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.
  • 12. How to have faculty and administration on board with OER Consider: 1. Letting them know the benefits of using OER. Benefits faculty experienced Saving Student Money Instructinal Responsiveness Concurrent and evolving content Active student involvement Active and wide Collaboration Diverse course content Reflective Teching Convinience of Use
  • 13. 2. Setting up the encouraging climate for the use of OER. 3. Providing easy pathways to access OER. 4. Providing projects, initiatives, and mini-grant opportunities. 5. Having a local expert. 6. Providing basic ground level trainings.
  • 14. Resources (1) How to Use Open Educational Resources – Online asynchronous training – 2 weeks, 10 hours – Fully facilitated
  • 15. Resources (2) Open Washington www.openwa.org – Dedicated to providing easy pathways for faculty to learn, find, use and apply OER
  • 16. Questions and Comments on OER use Boyoung Chae, Ph.D. Policy Associate, Open Education and eLearning Washington State Board for Community and Technical Colleges (SBCTC) bchae@sbctc.edu 360-628-3549