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Create end-of-term course evaluations

Introduction

This guide will focus primarily on the project setup for end-of-term course evaluations, specifically where courses are team-taught, both the course and instructor will be evaluated, instructors will be able to add questions, and coordinators will be allowed to adjust the evaluation schedule and add questions as well. Once the course has ended, the feedback will be analyzed in reports shared with instructors and academic leaders (provosts, deans, and department chairs). In this case, end-of-term evaluations are often summative in nature. Alternatively, you can learn about creating mid-term evaluations which are often considered more formative.

NOTE

End-of-term feedback can be used in the holistic feedback approach in higher education. For more information, see Holistic feedback approach: end-of-term, instructor peer & self, and midterm evaluations.

Midterm vs. end-of-term evaluations

CriteriaMidtermEnd-of-term
NeedHelp instructor to gather student feedback during the course so they can adjust teaching methods before the end of semesterHelp universities to gauge the performance of instructors, the relevance of course materials, and the student experience
Possible objectivesImprove teaching effectiveness Improve student attitudes towards the course and the subject matterHelp students reflect on their learning progress and make better learning decisions Help universities to determine instructor abilities and improve future curriculum Used sometimes for promotion and/or tenure purposes
Delegated timingInstructors can adjust the timing of the assessmentCoordinators can adjust the timing of the evaluation
Questionnaire detailsBetween 3-5 questions Includes instructor questions only Question personalization Question bankBetween 10-15 questions Includes institutional, course, and instructor questions Question personalization Question bank Cascaded
Main users of student responsesInstructorsProvost office Deans Department chairs Instructors
Nature of assessment/evaluationFormative assessment: used during the development or learning process to make improvements, provide feedback, and identify gaps. Usually informal, continuous, and varied.Summative evaluation: used at the end of a program or course to measure the effectiveness, performance, and learning outcomes. Usually formal, standardized, and based on defined criteria.

Step 1 - Add datasources

The first step is to add datasources containing relevant information on courses, the people involved, and their relationships to each other.

What you need for datasources:

NameTypeContents
CoursesObjectCourses being evaluated
UsersUserStudents, instructors, coordinators, and academic leaders
Course-StudentRelationshipHow students are linked to courses
Course-InstructorRelationshipHow instructors are linked to courses
Course-CoordinatorRelationshipHow coordinators are linked to courses
Dept-HierarchyHierarchyHow the departmental hierarchy is structured and links to courses
Dept-Hierarchy-UsersRelationshipHow academic leaders are linked to their respective organizational roles

What We Are Building

An end-of-term evaluation that allows students to evaluate a course being taught by multiple instructors using a single questionnaire.

Our Choices

The following parameters will be applied throughout this guide:

  • Evaluations for team-taught courses: Instructors teaching the same class/section will be evaluated by their respective students on the same questionnaire as the course.
  • Core questions: Each evaluation will include predefined core questions at the institutional, school, or departmental level.
  • Question personalization for coordinators and instructors: Coordinators and instructors can add or select questions. Coordinator questions focus on course aspects, while instructor questions focus on their own teaching (e.g., approachability, knowledge of course material, student engagement).
  • Delegated timing: Coordinators can adjust the timing of the evaluation.
  • Shared reports: Reports are shared with academic leaders and instructors.

General Overview of Steps

  1. Add datasources – Include data for the courses being evaluated, the people involved in the feedback process, and their relationships.
  2. Create the Definition – Select the type of evaluation structure to use.
  3. Define groups and privileges – Create the groups participating in the evaluations and assign privileges.
  4. Create the project – Select the project's Definition, audience type, confidentiality level, and group update settings.
  5. Verify subjects and members – Ensure the correct subjects and group members are included.
  6. Build the questionnaire – Configure the mandatory survey and optionally allow coordinators and instructors to add or select validated questions.
  7. Configure tasks – Apply initial task settings.
  8. Schedule tasks – Set task and reminder schedules to collect feedback.
  9. Publish project – Set the overall evaluation schedule and publish the project.
  10. Create reports – Analyze feedback and generate summary reports.

Common Terms in End-of-Term Course Evaluations

These terms may vary by region or institution.

  • Course evaluation: A student end-of-class summative survey. Also known as "student evaluation", "learning feedback", "student feedback", "paper evaluation", "module evaluation", or "teaching effectiveness survey".
  • Instructor: Someone who teaches one or more courses. Also referred to as “professor”, “teacher”, or “lecturer”.
  • Course: A unit of teaching typically lasting one academic term. Also called “class”, “module”, or “paper”.
  • Program: A collection of related courses defining a degree focus. Also known as "module" or "field of study".
  • Academic term: A portion of the year during which courses are held. Also referred to as “semester”, “trimester”, or “quarter”.
  • Course coordinator: Oversees teaching quality and materials for one or more courses. Also called “course leader”, “module leader”, or “primary instructor”.
  • Academic leader: Head of an academic department, faculty, or institution. Titles include "provost", "dean", "headmaster", "department chair", "director", "superintendent", etc.
  • Organizational unit: A functional division within an institution (e.g., School of Arts & Science, Department of Dentistry, Sub Department of Civil Engineering).
  • Hierarchy level: Organizational structure levels, such as University (Level 1) > School (Level 2) > Department (Level 3) > Sub Department (Level 4). These levels and names may vary by institution.

Midterm vs. End-of-Term Evaluations

CriteriaMidtermEnd-of-Term
NeedHelp instructors gather student feedback during the course to adjust teaching methods before the end of the semesterHelp universities gauge instructor performance, course material relevance, and overall student experience
Possible Objectives- Improve teaching effectiveness
- Improve student attitudes toward the course and subject matter
- Help students reflect on learning progress
- Support better learning decisions
- Evaluate instructor abilities
- Improve future curriculum
- Used for promotion and/or tenure decisions
Delegated TimingInstructors can adjust the timing of the assessmentCoordinators can adjust the timing of the evaluation
Questionnaire Details- 3–5 questions
- Instructor questions only
- Question personalization
- Question bank
- 10–15 questions
- Institutional, course, and instructor questions
- Question personalization
- Question bank
- Cascaded structure
Main Users of ResponsesInstructorsProvost office, Deans, Department chairs, Instructors
Nature of AssessmentFormative assessment: Used during the course to improve teaching, provide feedback, and identify gaps. Typically informal, continuous, and varied.Summative evaluation: Conducted at the end of a course to measure effectiveness and outcomes. Typically formal, standardized, and based on defined criteria.

Step 1 – Add Datasources

The first step is to add datasources containing relevant information on courses, the people involved, and their relationships.

What You Need for Datasources:

NameTypeContents
CoursesObjectCourses being evaluated
UsersUserStudents, instructors, coordinators, and academic leaders
Course-StudentRelationshipHow students are linked to courses
Course-InstructorRelationshipHow instructors are linked to courses
Course-CoordinatorRelationshipHow coordinators are linked to courses
Dept-HierarchyHierarchyStructure of the departmental hierarchy and its link to courses
Dept-Hierarchy-UsersRelationshipHow academic leaders are linked to their respective organizational roles
NOTE

To learn more about creating a hierarchy and assigning organizational roles, see Dynamic Role Access (DRA) power guide.

FAQs

Do all users have to be stored into one user datasource?
Is it necessary to create a separate user datasource for academic leaders, such as deans and department chairs?

Example of Entity Relationship Diagram for datasources:

Example of Entity Relationship Diagram for datasources

Step 2 - Create the Definition

The next step after adding datasources is to create the Definition.

What you need for the Definition:

Definition settingsValues
Definition typeMultiple secondary subject pairing
Subject sourceCourses
Secondary sourceUsers
Pairing sourceCourse-Instructor
Create the end-of-term definition

Why should I use the multiple secondary subject pairing Definition type for an end-of-term project?

Step 3 - Define groups and privileges

As part of the Definition, you will also need to create the groups of individuals that will be participating in your end-of-term evaluations and assign them privileges.

NOTE

You may also apply a data filter as part of the Definition to select specific courses, students, or instructors if not all departments wish to participate in offering end-of-term evaluations.

NOTE

If you wish to give academic leaders access to the Response Rate Monitor to monitor aggregate response rates, see Setting up the Response Rate Monitor.

What you need for groups and privileges:

NameLink typePrivilegesPurpose
StudentsRelationship datasourceFillout (FO)Students will be asked to fill out a questionnaire (FO).
Instructors"Links to"Question personalization (QP) Report viewing (RV) Subject view (SV)Instructors will be asked to personalize the questionnaire at the instructor level (QP), view reports (RV), and view the real-time response rate for each of their evaluations (SV).
Coordinators*Relationship datasourceQuestion personalization (QP) Subject management (SM)Coordinators will be asked to personalize the questionnaire at the course level (QP) and manage the evaluation process (SM).
Provost officeOrganizationReport viewing (RV)Academic leaders will be invited to view reports (RV).
DeansOrganizationReport viewing (RV)
Department chairsOrganizationReport viewing (RV)
NOTE
  • Coordinators: Alternatively, if there is only one coordinator per course, then a "links to" link type can be used instead of a relationship datasource.
NOTE

The organization link type will not be listed until you have created organizational links. For more information, see Dynamic Role Access (DRA) power guide.

Create student group for end-of-term evaluation
Create instructor group for end-of-term evaluation
Create coordinator group for end-of-term evaluation
Create academic leader groups for end-of-term evaluation

Step 4 - Create the project

The next step after defining groups is to create the feedback project.

What you need to create the project:

Project settingsValues
Definition selectedEnd-of-term
Automatic updateEnabled for all groups
Project audiencePrivate
ConfidentialityYes (recommended)
Project nameMulti course and instructor evaluation
Remove subjects and raters that have been deletedEnabled
Create the project

Why should I enable automatic update for all groups and datasources?
Why should I choose a private audience with confidential responses?

Step 5 - Verify subjects and group members

Since Automatic Update was enabled for all subjects and groups when creating the project, Blue will automatically populate subjects and group members in the project.

IMPORTANT

Although this process is automated, it is crucial that you verify the right subjects and group members have been included in the project.

Get started by navigating to the MEMBERS - EXPORT/IMPORT tab and select export members to download a CSV file of all courses and associated group members in your project. For more information, see Export or import project members.

Example of exported data (courses and their paired group members):

SubjectIDSubjectNameGroupCaptionMemberIDMemberName
101815-8504-Summer101815 Cultures of Modern CanadaInstructorsafongAnnette Fong
101815-8504-Summer101815 Cultures of Modern CanadaStudents60535Casey Andrade
101815-8504-Summer101815 Cultures of Modern CanadaStudents70088Scott Abraham
101848-9502-Summer101848 Modern ArtInstructorsbbakerBernard Baker
101848-9502-Summer101848 Modern ArtStudents90493Nicole Ackerman
101848-9502-Summer101848 Modern ArtStudents90294Kyle Berry
202047-7051-Summer202047 Computer Aided Structural AnalysisInstructorsjscottJames Scott
202047-7051-Summer202047 Computer Aided Structural AnalysisStudents90682Nolan Aloisi
202047-7051-Summer202047 Computer Aided Structural AnalysisStudents80904Keyly Allen
NOTE

If you did not enable Automatic Update for groups and subjects, see Select members in a multi secondary pairing project for steps on how to manually add group members to the project.

Step 6 - Build the Questionnaire

After project creation, construct the questionnaire containing:

  • Core questions (standardized)
  • Personalized questions (from instructors/coordinators)

Reference: Build and manage a questionnaire

Questionnaire Components

SectionDescriptionResources
Core QuestionsStandard questions linkable to:
- Schools
- Departments
- Courses
- Instructors
- Instructor types
Guide
Question PersonalizationInstructors can:
- Create custom questions
- Select questions
Per course they teach
QP Task Guide

Example Questionnaire:
End of term questionnaire


Step 7 - Configure Tasks

Set up task permissions for each user group:

Task Configuration Summary

Task TypeOwnersKey SettingsStatus
Subject ManagementCoordinators• Set subject participation
• Control scheduling
• Set start dates
Enabled ✅
Question PersonalizationCoordinators
Instructors
• Modify after submission
• View all questions
• Copy from past projects
• Question quotas (Min 1, Max 10)
Enabled
FilloutStudents• Welcome page
• Task list on thank-you page
Enabled ✅

Common Settings

  • Authentication: Required for all tasks
  • Owner Removal: Deletes task in all cases
BEST PRACTICE
  • Require authentication: It is recommended to enable this option for all task types especially if participants in your organization use SSO.
  • Impact of task owner removal: It is recommended to enable 'Delete task' for all task types.

Why should I set a min and max questions quota for the question personalization task?
Why would I allow the question personalization task to be modifiable after submitting?
Why should I delete/stop task for impact of task owner removal?

Get started by navigating to the TASKS tab and enabling the subject management, question personalization, and fillout tasks. For each task, select configure to configure the settings.

Mid term task settings

Configure the subject management task
Configure the question personalization task
Configure the fillout task

Step 8 - Schedule tasks

After you have configured the tasks, the next step is to schedule when each task starts and ends.

Example of end-of-term evaluation schedule (your schedule may vary):

Task typeStart dateEnd dateReminders
Subject managementEarliest course start dateLatest course end date1-2
Question personalizationEarliest course start date1 day before fillout task begins1-2
Fillout3-5 weeks before course end date1-2 weeks before course end date3-5

End of term task schedule

NOTE

For steps on how to schedule tasks and reminders in your end-of-term project, see Configure project task schedules.

Step 9 - Publish project

The next step is to publish the project, which is essentially activating the tasks so that they can be completed by all the groups.

What you will need to publish the project:

Publishing settingSelected option
Verify that subjects and members are addedExport members shown in Step 5.
Project start dateEarliest course start date
Project end date2-3 weeks after the course end date
IMPORTANT STEP BEFORE PUBLISHING

Before publishing the project, verify that subjects and members have been automatically populated to the project if not already done in Step 5.

After verifying that the appropriate subjects and members have been added, navigate to the PUBLISH tab to start publishing the project. For more information, see Publish a project.

COPYING REPORT TO NEXT SEMESTER

For future semesters, you can simply copy the end-of-term report created in this guide and change the dates according to your semester. To learn more, see Copy an existing report.

Step 10 - Create reports

The final step is to create reports which analyzes the student feedback collected from the project. For end-of-term evaluations, reports will be shared with instructors and academic leaders.

What you will need for reports:

Report settingValue
Project type selectedEnd-of-term
Report typeIndividual
DistributedEnabled
Breakdown by secondary subjectEnabled
Automatic updateEnabled
NOTE

For steps on how to create reports, see Create a new report and Add a response sheet type report block.

COPYING PROJECT TO NEXT SEMESTER

For future semesters, you can simply copy the end-of-term project created in this guide and change the dates according to your semester. To learn more, see Copy an existing project.

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