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OER Investments That
Work
or
What makes a successful open initiative?
Jen Klaudinyi & Rachel Bridgewater
Portland Community College
OpenEd15
Survey
63% 2-year institutions
Reported savings
$$$ 10
$ 6
$
14
Survey
Interviews
Kim Thanos
Lumen Learning
David Ernst
Open Textbook Library
Una Daly
Community College Consortium for OER
Amanda Coolidge
BCcampus
Jeff Gallant & Lauren Fancher
Affordable Learning Georgia
Nicole Finkbeiner
OpenStax
“Columbia University” | Momos | CC-BY-SA “St. Aidan’s College” | Nick Boalch | CC-BY-SA
“Darts in a dashboard”| Public Domain
“The idea that it is, in fact, an initiative is a really important step.” - Kim Thanos
“Write a strategic plan that includes metrics… Measure outcomes not actions.” -
Nicole Finkbeiner
“Measuring tape” | Stilfehler | Public Domain
“Tracking is everything.” -Kim Thanos
“Most people measure the wrong things when they are charting their success.” -
Nicole Finkbeiner
“That is the main thing that our stakeholders want to hear- that we're providing a
return on investment.” -Lauren Fancher
“Administration is not very risk tolerant (I know; I am one!). You need evidence.” -
David Ernst
“Secretary Kerry Participates in a Meeting...”
U.S. Embassy New Delhi | CC-BY-ND
“Successful committees really focus on where the friction points are in the system,
and ask- ‘How can we think differently to overcome obstacles?’” -Kim Thanos
“Even if there is a committee- it has to have time.” -Nicole Finkbeiner
“Suit” | CC0
“Professor” | CC0
“Leader of the pack” | Rick Crowley | CC-BY-SA
“You have to have some administrator to own it, because they have to put
resources into it.” -David Ernst
“We invested in people who were willing to try new things and made opportunities
for them to speak and share. Let them tell the story.” -Amanda Coolidge
“Find champions on your campus and if they’re likeable charming people, put
them out in front of other people.” -Una Daly
“Find the department that is the catalyst for change.” -Kim Thanos
“Institutions who are successful are very deliberate about asking- who are our next
leaders? Who’s in the next wave?” -Kim Thanos
“Pot of Gold”| Jeremy Schultz | CC-BY
“George Stack”| BKMD | CC-BY
“We know that changing your textbook requires a redesign, and I think that’s
something that faculty and staff should be compensated for.” -Una Daly
“If the problem is how to create sustainable open education, what’s needed right
now is investment in people.” -David Ernst
“Funding within colleges should aim to build up OER expertise.” -Una Daly
“The bigger question is- with 13 billion spent on textbooks per year, there’s no way
to do this without some reallocation to sustain change.” -Kim Thanos
Points of Friction
Measurable goals.
Funding leadership/capacity building.
Promote (fund?) adoptions
Measurable goals!
Measure/track
savings
success?
Funding
faculty; adoptions?
leadership/capacity building
Involvement
administration
faculty
Jen Klaudinyi | jen.klaudinyi@pcc.edu
Portland Community College

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OER Investments That Work

  • 1. OER Investments That Work or What makes a successful open initiative? Jen Klaudinyi & Rachel Bridgewater Portland Community College OpenEd15
  • 2.
  • 5. Interviews Kim Thanos Lumen Learning David Ernst Open Textbook Library Una Daly Community College Consortium for OER Amanda Coolidge BCcampus Jeff Gallant & Lauren Fancher Affordable Learning Georgia Nicole Finkbeiner OpenStax
  • 6. “Columbia University” | Momos | CC-BY-SA “St. Aidan’s College” | Nick Boalch | CC-BY-SA
  • 7. “Darts in a dashboard”| Public Domain
  • 8. “The idea that it is, in fact, an initiative is a really important step.” - Kim Thanos “Write a strategic plan that includes metrics… Measure outcomes not actions.” - Nicole Finkbeiner
  • 9. “Measuring tape” | Stilfehler | Public Domain
  • 10. “Tracking is everything.” -Kim Thanos “Most people measure the wrong things when they are charting their success.” - Nicole Finkbeiner “That is the main thing that our stakeholders want to hear- that we're providing a return on investment.” -Lauren Fancher “Administration is not very risk tolerant (I know; I am one!). You need evidence.” - David Ernst
  • 11. “Secretary Kerry Participates in a Meeting...” U.S. Embassy New Delhi | CC-BY-ND
  • 12. “Successful committees really focus on where the friction points are in the system, and ask- ‘How can we think differently to overcome obstacles?’” -Kim Thanos “Even if there is a committee- it has to have time.” -Nicole Finkbeiner
  • 15. “Leader of the pack” | Rick Crowley | CC-BY-SA
  • 16. “You have to have some administrator to own it, because they have to put resources into it.” -David Ernst “We invested in people who were willing to try new things and made opportunities for them to speak and share. Let them tell the story.” -Amanda Coolidge “Find champions on your campus and if they’re likeable charming people, put them out in front of other people.” -Una Daly “Find the department that is the catalyst for change.” -Kim Thanos “Institutions who are successful are very deliberate about asking- who are our next leaders? Who’s in the next wave?” -Kim Thanos
  • 17. “Pot of Gold”| Jeremy Schultz | CC-BY
  • 19. “We know that changing your textbook requires a redesign, and I think that’s something that faculty and staff should be compensated for.” -Una Daly “If the problem is how to create sustainable open education, what’s needed right now is investment in people.” -David Ernst “Funding within colleges should aim to build up OER expertise.” -Una Daly “The bigger question is- with 13 billion spent on textbooks per year, there’s no way to do this without some reallocation to sustain change.” -Kim Thanos
  • 20. Points of Friction Measurable goals. Funding leadership/capacity building. Promote (fund?) adoptions
  • 22.
  • 23. Jen Klaudinyi | jen.klaudinyi@pcc.edu Portland Community College

Editor's Notes

  1. Motivations for study Move from smaller institution “w/ focussed OER program to larger, more dispersed one prioritizing efforts- What makes an initiative successful? What is worth doing? Questions we were interested in answering: funding impact? steering committee impact? institution size? goal-setting? type of leadership and involvement of roles?
  2. Survey responses distributed: CCCOER, LIBOER, OTN, OPENNESS 30 responses- pretty small sample U.S. institutions reasonable representation of sizes/length of time engaged with open heavier on 2 year institutions than universities
  3. measures of success: self-reported success group- 14 in more successful self-reported group 16 in less successful self-reported group difficulty with reported savings tracking in multiple ways some subjectivity to divide: 10 = high savings 6 = low savings 14 = not tracking self-reported success correlated with high savings group avg of just over 4 versus just over 3 for non tracking and low savings groups Very few measuring any metric of student success, so difficult to draw conclusions… more to come on that
  4. size of institution- Less impact than expected except smaller institutions viewed themselves as more successful and were more likely to be tracking savings, but didn’t correlate to savings didn’t ask about percent of adoptions, but wonder Interviewers some said that smaller institutions could be more flexible/”grassroots” Openstax and Lumen both have data showing smaller institutions have higher rates of adoptions
  5. Goals Survey: Institutions w/ high self-reported success were much more likely to have defined goals (76% v. 31%) very few articulated measurable goals- “raising awareness”, “advocating”, “engaging faculty”, “making college more affordable”. Few referred to specific targets. All institutions that listed measurable goals were tracking savings. Interviews- many interviewees said defining and prioritizing OER intentionally as an initiative important & committing to measurable goals among the most important things to do
  6. Tracking 55% of respondents are tracking savings strongly correlated with self-reported success; 84% of higher self-reported success are tracking savings only 31% of those in lower group of self-reported success tracking savings CCs more likely to track savings- 81% of those tracking were 2 year institutions All Interviewees talked about the importance of tracking, especially savings, and drew connection between tracking data and gaining fuding institutions that track savings are much more likely to compensate faculty and somewhat more likely to have a budget 16%- very low percentage of total respondents tracking completion, achievement, or persistence; none of self reported least successful tracking success; 38% of self-reported most successful track some form of success; Interviewees talked about the need for more of this data, but difficulty and time investment for collecting it
  7. Steering Committees only 30% respondents have steering committees self-reported more successful slightly more likely to have a steering committee and committee more likely to be comprised of diverse stakeholders High-savings group also slightly more likely to have a steering committee
  8. Administrative support strong correlation between strong admin support (avg 4.6 for 100% of top group) and self-reported success lower self-reported success correlated with much lower rates of admin support (3.2 avg) Higher savings group also had higher administrative support All interviewees mentioned administrative support as crucial some talked about how this person need not be the face of the initiative, but needed to provide support and resources
  9. faculty other make-or break group (from interviews) many interviewees talked about the importance of academic freedom and open as a choice that faculty feel meets students needs
  10. Leadership only 20% provided release for leaders- evenly distributed success only a few - 16% created new OER positions, but the self-reported more successful programs more likely to have new positions comments suggested strong need for more dedicated staff time for initiatives to be sustainable interviewees also made several comments about the need for investing in capacity building info about champions almost all respondents (83%) indicated that they were largely or highly dependent on champions less self-reported successful reported slightly higher reliance on champions most interviewees said that finding champions was crucial contextualized reliance on champions as part of process; starting place spoke about finding champions and making them the primary advocates
  11. strong correlation to funding faculty and self-reported success; 97 versus 37% institutions that track savings are much more likely to compensate faculty and somewhat more likely to have a budget 100% of high savings institutions compensate faculty variable compensation levels - clusters in $200-$500 range and $1500-$3000 range initiative budgets ranged from 5K-140K; several described as “informal”; removing Maricopa- 140K, average budget was around 20k/yr
  12. doesn’t necessarily take much nearly all interviewees commented that, while some actions could be taken without funding, funding is needed to make open sustainable many commented- if not money, than time commitment needed
  13. Our own questions: Not surprising that goal-setting and tracking relate to success and initiative funding why don’t more people articulate goals? Fear of not accomplishing? Not enough resources? chicken or egg Your questions?