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Create instructor peer and self evaluations

Introduction

This guide will focus primarily on the project setup for instructor self and peer evaluations. This component is the third addition to the holistic feedback approach that include end-of-term course evaluations and midterm. The significance of incorporating instructor self and peer evaluations into the process can help to facilitate a well-rounded understanding of teaching effectiveness for your institution.

By leveraging the data collected from all three feedback components (midterm, end-of-term, and instructor self and peer) it becomes possible to generate reports and dashboards with multiple dimensions, providing in-depth analysis and a holistic view of instructors' performance.

What we are building

An evaluation that allows instructors to evaluate themselves and their fellow peers.

Our choices

The following parameters will be applied throughout this guide:

  • Instructor self and peer assessment - Instructors will assess their own performance and also be assessed by their fellow peers.
  • Core questions Each evaluation will include predefined core questions at an institutional, school, or departmental level.
  • Question personalization - Coordinators and instructors will have the ability to add or select questions. Coordinator questions will focus on aspects of the course, and instructor questions will focus on aspects of their own teaching (approachability, knowledge of course material, student engagement, etc.).
  • Shared reports - Reports are shared with the academic leaders and instructors.

General overview of steps

projectgeneralsteps.png

  1. Add datasources - Include the data for the courses/instructors being evaluated, the people involved in the feedback process, and their relationships to each other.
  2. Create the Definition - Select which type of evaluation structure to use.
  3. Define groups and privileges - Create the groups that will participate in the evaluations and assign privileges to them.
  4. Create the project - Select the project's Definition, audience type, confidentiality level, and automatic update option for groups.
  5. Verify subjects and members - Check to see that the right subjects and group members have been automatically included in the project.
  6. Build the questionnaire - Create and configure the mandatory survey instrument to your specifications, and optionally allow coordinators and instructors to create questions or select from a list of validated questions.
  7. Configure tasks - Apply initial task settings.
  8. Schedule tasks - Set the schedule for tasks and reminders to collect the feedback.
  9. Publish project - Set an overall schedule for the evaluation process and publish the project.
  10. Create reports - Analyze the feedback in a report to provide a summary and record of the evaluation.

Common terms in instructor peer evaluations

Depending on your region, the terms used in your institution may vary. Common terms that are used in instructor peer evaluations:

Course evaluation - The typical course evaluation refers broadly to the student end of class summative survey in a college/university. Other common terms used for course evaluation include "student evaluation", "learning feedback", "student feedback", "paper evaluation", "module evaluation", and "teaching effectiveness survey".

Instructor - Instructor refers to someone who teaches one or many courses. Other terms used for instructor include “professor”, “teacher”, and “lecturer”.

Course - Course refers to a unit of teaching that typically lasts one academic term. Other terms used for course include “class”, “module”, and “paper”.

Program - A program refers to a collection of inter-related courses that define the focus or specialization of a student's degree. Other terms used for program include "module" and "field of study".

Academic term - An academic term is a portion of a year during which an institution holds courses. Other terms used for academic term include “semester”, “trimester”, and “quarter”.

Course coordinator - Course coordinator refers to the person who coordinates and maintains teaching quality and materials for one or many courses. Other terms used for course coordinator include “course leader”, “module leader”, and “primary instructor”.

Academic leader - An academic leader refers to the head of an academic department, faculty, or institution. Specific terms used for academic leaders include "provost", "dean", "headmaster", "department chair", "director", "superintendent", etc.

Organizational unit - An organizational unit is one of the many essential business functions that reside at a particular level of the organization (e.g., “School” of Arts & Science, “Department” of Dentistry, “Sub Department” of Civil Engineering, where each of these are org units within a School, Department and Sub Department respectively).

Hierarchy level -An organizational structure is typically subdivided into levels for chain-of-command significance, such as University (level 1) > School (level 2) > Department (level 3) > Sub Department (level 4). These levels can vary in number and in nomenclature depending on the institution.

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
Courses/InstructorsObjectCourses/instructors being evaluated
UsersUserStudents, instructors, coordinators, and academic leaders
Course-InstructorRelationshipHow instructors are linked to courses/instructors
Course-Instructor-PeerRelationshipHow instructors are linked to courses and their fellow peers
Dept-HierarchyHierarchyHow the departmental hierarchy is structured and links to courses/instructors
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.

What's the primary subject in instructor peer evaluations?
Why is the primary subject a combination of course and instructor?
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?

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/Instructors
Secondary sourceUsers
Pairing sourceCourse-Instructor
Create the end-of-term definition

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.
  • 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.
  • It may be useful to understand what the fields in your courses/instructors datasource represent before defining groups and privileges for your instructor peer and self evaluations. For example, the Instructor_Peer_Review column represents which person is that instructor's peer, so we will be using that field to create the Peers group.

What you need for groups and privileges:

NameLink typePrivilegesPurpose
Instructors"Links to" Question personalization (QP) Report viewing (RV)Instructors will be asked to personalize the questionnaire at the instructor level (QP) and view reports (RV).
SelfRelationship datasourceFillout (FO)Instructors will be asked to fill out a questionnaire about themselves (FO).
PeersRelationship datasourceFillout (FO)Instructors will be asked to fill out a questionnaire about their peers (FO).
Provost officeOrganizationReport viewing (RV)Academic leaders will be invited to view reports (RV).
DeansOrganizationReport viewing (RV)
Department chairsOrganizationReport viewing (RV)
NOTE

Organization: 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 instructor group for instructor peer and self evaluation
Create self group for instructor peer and self evaluation
Create peer group for instructor peer and self evaluation
Create academic leader groups for instructor peer and self 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 selectedInstructor peer & self definition created in Step 2
Automatic updateEnabled for all groups
Project audiencePrivate
ConfidentialityYes (recommended)
Project nameInstructor peer & self 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 (peers and their paired group members):

SubjectIDSubjectNameGroupCaptionMemberIDMemberName
401791-307689-Spring-Agkirkson-PGreg Kirkson (401791 African Cultures and Societies)InstructorAgkirksonGreg Kirkson
401791-307689-Spring-Agkirkson-PGreg Kirkson (401791 African Cultures and Societies)SelfAgkirksonGreg Kirkson
401791-307689-Spring-Agkirkson-PGreg Kirkson (401791 African Cultures and Societies)PeerAkstepsKorina Steps
401858-302041-Spring-Abbaker-PBernard Baker (401858 Fundamentals of Visual Art 1)InstructorAbbakerBernard Baker
401858-302041-Spring-Abbaker-PBernard Baker (401858 Fundamentals of Visual Art 1)SelfAbbakerBernard Baker
401858-302041-Spring-Abbaker-PBernard Baker (401858 Fundamentals of Visual Art 1)PeerAnkornNicole Ackerman
401877-304156-Spring-Akknightley-PKent Knightley (401877 Art of the 16th Century in Europe)InstructorAkknightleyKent Knightley
401877-304156-Spring-Akknightley-PKent Knightley (401877 Art of the 16th Century in Europe)SelfAkknightleyKent Knightley
401877-304156-Spring-Akknightley-PKent Knightley (401877 Art of the 16th Century in Europe)PeerAjtaylorJeannie Taylor
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

The next step after creating the project is to build the questionnaire which will include a list of core questions, and personalized questions from both the instructor and coordinator. To learn more, see Build and manage a questionnaire.

What you need to know about building the questionnaire:

SectionsDescription
Core questionsQuestions may also be linked to specific schools, departments, courses, instructors or instructor types.
Question personalizationInstructors can create or select questions for themselves for each course they teach.

Example of an instructor self and peer questionnaire:

Step 7 - Configure tasks

The next step is to configure the tasks associated with each privilege so that those tasks can be performed by the defined groups.

What you need to configure your tasks:

Task typeTask ownerConfigurationSelected option
Question personalizationInstructorsAllow modifications after submittingEnabled
Show all questions in question personalization viewEnabled
Allow task owner to copy questions from a previous projectEnabled
Set min and max for instructor questions quotaMin: 1 Max: 10 Min: 1 Max: 10
Require authenticationEnabled
Impact of task owner removalDelete task
FilloutSelfPeers SelfPeersInclude welcome pageEnabled
Include task list on thank you pageEnabled
Require authentication*Enabled
Impact of task owner removal*Delete task

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

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 question personalization and fillout tasks. For each task, select configure to configure the settings.

createtasks.png

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 instructor peer & self evaluation schedule (your schedule may vary):

Task typeStart dateEnd dateReminders
Question personalizationEarliest course start dateCourse end date1-2
FilloutEarliest course start dateCourse end date1-2

NOTE

For steps on how to schedule tasks and reminders in your instructor peer 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 PROJECT TO NEXT SEMESTER

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

Step 10 - Create reports

The final step is to create reports which analyzes the feedback collected from the project. For instructor peer & self evaluations, reports will be shared with instructors and academic leaders.

What you will need for reports:

Report settingValue
Project type selectedInstructor peer & self project
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 REPORT TO NEXT SEMESTER

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

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