KS ENR Functional Training Module 6:: Understanding Academic

Planning

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

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”

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

From Vision to Reality I:Defining Academic Planning

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

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

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

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

From Vision to Reality II:ENR 1.0 Scope

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

KS Enrollment 1.0 Scope

Learning Plan

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

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

From Reality to Vision:UW’s MyPlan

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

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+

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

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?

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

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!