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Riding the tiger: dealing with complexity in
the implementation of institutional strategy
for learning analytics
Kevin Mayles, Head of Analytics, Open University
The Open University Mission
3
Student profile
Nearly 30% of new OU
undergraduates are under 25
The average age of our new
undergraduate students is 30
Only 9% of our new students are
over 50
42% new undergraduates have 1
A-Level or lower on entry
Over 17,400 OU students have
disabilities
11,000 OU students are studying at
postgraduate level
p.5
A clear vision statement has been developed to galvanise effort across
the institution on the focused use of analytics
Analytics for student success vision
Vision
To use and apply information strategically (through specified indicators) to retain
students and progress them to complete their study goals
Mission
This needs to be achieved at :
● a macro level to aggregate information about the student learning experience at an
institutional level to inform strategic priorities that will improve student retention and
progression
● a micro level to use analytics to drive short, medium and long-term interventions
Vision in action
The OU recognises that three equally important strengths are required
for the effective deployment of analytics
Underpinning organisational strengths
Adapted from Barton and Court (2012)
The OU recognised three equally important strengths are required for
the effective deployment of analytics
Underpinning organisational strengths
We need to ensure we have
the right architecture and
processes for collecting the
right data and making them
accessible for analytics – we
need a ‘big data’ mind-set
The OU recognised three equally important strengths are required for
the effective deployment of analytics
Underpinning organisational strengths
The university needs world class
capability in data science to continually
mine the data and build rapid prototypes
of simple tools, and a clear pipeline for
the outputs to be mainstreamed into
operations
The OU recognises that three equally important strengths are required
for the effective deployment of analytics
Underpinning organisational strengths
Benefits will be realised through existing
business processes impacting on
students directly and through
enhancement of the student learning
experience – we will develop an
‘analytics mind-set’ in
these areas
For/in/on-action adapted from Schön (1987)
The OU is developing its
capabilities in 10 key areas that
build the underpinning strengths
required for the effective
deployment of analytics
Analytics enhancement strategy
12
Development of predictive indicators
Application of a student number forecasting model to trigger
interventions with vulnerable students
Calvert (2014)
13
Development of predictive indicators
The 30 variables identified associated with success vary in their
importance at each milestone
Student
(Demographic)
Student – previous
study/motivation
Student progress
in previous OU
study
Student – module
Qualification /
module of study
Calvert (2014)
14
Application of predictive indicators
15
Application of predictive indicators
16
Application of predictive indicators
Technology
showcase
4.30pm
Thursday
17
Learning design link to success
Rienties et al (2015)
18
Learning design link to success
Rienties et al (2015)
Concurrent
session 6C
2.45pm
Thursday

19
Implementation at the OU
© Transport for London
p.20
The complexity challenge
What is project complexity?
● “Complicated”: e.g. a Swiss watch
● “Complex”: from the Latin ‘complexus’ (braided together). Nonlinear and
unpredictable.
●Like quality – it is hard to quantify and is something that is experienced
● Language: an analogy – not based in complexity science / complex adaptive systems
theory
● Subjective not objective
● Complexity is art not science
Maylor et al (2013)
p.21
Complexities
● Structural complexity
●Number, size, financial scale, interdependencies, variety, pace, technology, breadth
of scope, number of specialties, multiple locations/time zones
● Socio-political complexity
●People, politics, stakeholder / sponsor commitment, resistance, shared
understanding, fit, hidden agendas, conflicting priorities, transparency
● Emergent complexity
●Technology and commercial maturity and novelty, clarity of vision / goals, clear
success criteria / benefits, previous experience, availability of information,
unidentified stakeholders
● Assessed through the ‘Complexity Assessment Tool’
Maylor et al (2013)
p.22
How complex is the OU Analytics project?
Structural
Socio-politicalEmergent
OU Analytics Project Complexity
H
M
L
p.23
Responding to complexities
Complexity 
Response

Structural Socio-political Emergent
Plan and control

Plan comms (inc. clear
visualisation); isolate key
tasks; create project
board of stakeholders
Co-location; use PMO as
point of control; scenario
planning; change control
Relational
Prioritise communication
with stakeholders; reach
out to others 
Socialise changes; revisit
assumptions; increase
formal communication
Flexibility
(Risk and change)
Anticipate refinement
and testing; change
control; parallel
developments
Manage expectations of
change; revisit benefits
regularly; ‘look-ahead’
with client

Maylor et al (2013)
p.24
Complexities faced at the OU
Structural Socio-political Emergent
Benefits - clarity
Unfamiliar technology
Supply chain not in place
Skills shortage
Integration of technical
disciplines
Dependencies
Pace
Experience of staff
Culture change needed
Impact of organisational
change
External stakeholder
alignment and
understanding
Benefits and success
measures will become
clear
Technology will become
familiar and change
Scope, schedule and
resource availability likely
to change
Stakeholder engagement
will improve
p.25
What have we done, what have we learned?
Structural Socio-political Emergent
Effective project
management controls in
place
Agile method – early
delivery and iterate
You can never do enough
communicating
Revisited benefits
regularly
Project board – wide
representation – including
the doubters
High profile amongst
senior leadership
Spend time on key (loud)
stakeholders
Direct control of resources
– small dedicated team
leading the way
Get small pilots going and
people come on board
Change control – use it!
p.26
You cannot control the complexity…
Thank you…
Are there any questions?
For further details please contact:
● Kevin Mayles – kevin.mayles@open.ac.uk
● @kevinmayles
References:
BARTON, D. and COURT, D., 2012. Making Advanced Analytics Work For You. Harvard business review, 90(10), pp.
78-83.
CALVERT, C.E., 2014. Developing a model and applications for probabilities of student success: a case study of
predictive analytics. Open Learning: The Journal of Open, Distance and e-Learning.
MAYLOR, H.R., TURNER, N.W. and MURRAY-WEBSTER, R., 2013. How Hard Can It Be? Research Technology
Management, 56(4), pp. 45-51.
RIENTIES, B., TOETENEL, L. and BRYAN, A., 2015. “Scaling up” learning design: impact of learning design activities
on LMS behaviour and performance. Proceedings of the 5th Learning Analytics and Knowledge Conference 2015.
SCHÖN, D.A., 1987. Educating the reflective practitioner: Toward a new design for teaching and learning in the
professions. San Francisco, CA, US: Jossey-Bass.

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Riding the tiger: dealing with complexity in the implementation of institutional strategy for learning analytics

  • 1. Riding the tiger: dealing with complexity in the implementation of institutional strategy for learning analytics Kevin Mayles, Head of Analytics, Open University
  • 3. 3
  • 4. Student profile Nearly 30% of new OU undergraduates are under 25 The average age of our new undergraduate students is 30 Only 9% of our new students are over 50 42% new undergraduates have 1 A-Level or lower on entry Over 17,400 OU students have disabilities 11,000 OU students are studying at postgraduate level
  • 5. p.5 A clear vision statement has been developed to galvanise effort across the institution on the focused use of analytics Analytics for student success vision Vision To use and apply information strategically (through specified indicators) to retain students and progress them to complete their study goals Mission This needs to be achieved at : ● a macro level to aggregate information about the student learning experience at an institutional level to inform strategic priorities that will improve student retention and progression ● a micro level to use analytics to drive short, medium and long-term interventions
  • 7. The OU recognises that three equally important strengths are required for the effective deployment of analytics Underpinning organisational strengths Adapted from Barton and Court (2012)
  • 8. The OU recognised three equally important strengths are required for the effective deployment of analytics Underpinning organisational strengths We need to ensure we have the right architecture and processes for collecting the right data and making them accessible for analytics – we need a ‘big data’ mind-set
  • 9. The OU recognised three equally important strengths are required for the effective deployment of analytics Underpinning organisational strengths The university needs world class capability in data science to continually mine the data and build rapid prototypes of simple tools, and a clear pipeline for the outputs to be mainstreamed into operations
  • 10. The OU recognises that three equally important strengths are required for the effective deployment of analytics Underpinning organisational strengths Benefits will be realised through existing business processes impacting on students directly and through enhancement of the student learning experience – we will develop an ‘analytics mind-set’ in these areas For/in/on-action adapted from Schön (1987)
  • 11. The OU is developing its capabilities in 10 key areas that build the underpinning strengths required for the effective deployment of analytics Analytics enhancement strategy
  • 12. 12 Development of predictive indicators Application of a student number forecasting model to trigger interventions with vulnerable students Calvert (2014)
  • 13. 13 Development of predictive indicators The 30 variables identified associated with success vary in their importance at each milestone Student (Demographic) Student – previous study/motivation Student progress in previous OU study Student – module Qualification / module of study Calvert (2014)
  • 16. 16 Application of predictive indicators Technology showcase 4.30pm Thursday
  • 17. 17 Learning design link to success Rienties et al (2015)
  • 18. 18 Learning design link to success Rienties et al (2015) Concurrent session 6C 2.45pm Thursday 
  • 19. 19 Implementation at the OU © Transport for London
  • 20. p.20 The complexity challenge What is project complexity? ● “Complicated”: e.g. a Swiss watch ● “Complex”: from the Latin ‘complexus’ (braided together). Nonlinear and unpredictable. ●Like quality – it is hard to quantify and is something that is experienced ● Language: an analogy – not based in complexity science / complex adaptive systems theory ● Subjective not objective ● Complexity is art not science Maylor et al (2013)
  • 21. p.21 Complexities ● Structural complexity ●Number, size, financial scale, interdependencies, variety, pace, technology, breadth of scope, number of specialties, multiple locations/time zones ● Socio-political complexity ●People, politics, stakeholder / sponsor commitment, resistance, shared understanding, fit, hidden agendas, conflicting priorities, transparency ● Emergent complexity ●Technology and commercial maturity and novelty, clarity of vision / goals, clear success criteria / benefits, previous experience, availability of information, unidentified stakeholders ● Assessed through the ‘Complexity Assessment Tool’ Maylor et al (2013)
  • 22. p.22 How complex is the OU Analytics project? Structural Socio-politicalEmergent OU Analytics Project Complexity H M L
  • 23. p.23 Responding to complexities Complexity  Response  Structural Socio-political Emergent Plan and control  Plan comms (inc. clear visualisation); isolate key tasks; create project board of stakeholders Co-location; use PMO as point of control; scenario planning; change control Relational Prioritise communication with stakeholders; reach out to others  Socialise changes; revisit assumptions; increase formal communication Flexibility (Risk and change) Anticipate refinement and testing; change control; parallel developments Manage expectations of change; revisit benefits regularly; ‘look-ahead’ with client  Maylor et al (2013)
  • 24. p.24 Complexities faced at the OU Structural Socio-political Emergent Benefits - clarity Unfamiliar technology Supply chain not in place Skills shortage Integration of technical disciplines Dependencies Pace Experience of staff Culture change needed Impact of organisational change External stakeholder alignment and understanding Benefits and success measures will become clear Technology will become familiar and change Scope, schedule and resource availability likely to change Stakeholder engagement will improve
  • 25. p.25 What have we done, what have we learned? Structural Socio-political Emergent Effective project management controls in place Agile method – early delivery and iterate You can never do enough communicating Revisited benefits regularly Project board – wide representation – including the doubters High profile amongst senior leadership Spend time on key (loud) stakeholders Direct control of resources – small dedicated team leading the way Get small pilots going and people come on board Change control – use it!
  • 26. p.26 You cannot control the complexity… Thank you…
  • 27. Are there any questions? For further details please contact: ● Kevin Mayles – kevin.mayles@open.ac.uk ● @kevinmayles References: BARTON, D. and COURT, D., 2012. Making Advanced Analytics Work For You. Harvard business review, 90(10), pp. 78-83. CALVERT, C.E., 2014. Developing a model and applications for probabilities of student success: a case study of predictive analytics. Open Learning: The Journal of Open, Distance and e-Learning. MAYLOR, H.R., TURNER, N.W. and MURRAY-WEBSTER, R., 2013. How Hard Can It Be? Research Technology Management, 56(4), pp. 45-51. RIENTIES, B., TOETENEL, L. and BRYAN, A., 2015. “Scaling up” learning design: impact of learning design activities on LMS behaviour and performance. Proceedings of the 5th Learning Analytics and Knowledge Conference 2015. SCHÖN, D.A., 1987. Educating the reflective practitioner: Toward a new design for teaching and learning in the professions. San Francisco, CA, US: Jossey-Bass.

Editor's Notes

  1. Belinda Analytics is at the heart of the university’s strategic priority to deliver an outstanding student experience. We’ve developed this vision that drives our development of the use of analytics for both short term action and long term strategic decision making.
  2. Belinda Our strategy is based around the 3 key underpinning strengths we need to develop as an institution. Each equally important.
  3. Kevin Right data – data gaps Access – data warehouse / integration Technology – visualisation tool
  4. Kevin Prototyping – predictive modelling – experimental Operation models – have to operate at scale – mature models Interpretation – cycles of activity that align with our business processes to incorporate change / enhancement
  5. Kevin Critical – must be able to use the outputs Belinda Do you want to elaborate on the Schon For – In – On model here?
  6. Belinda This encapsulates our strategy which is moving forward on all fronts. Kevin will now demonstrate an operation tool available at scale and one of our latest experimental prototypes.