学术档案袋审查的分步指南

TABLE OF CONTENTS 3INTRODUCTION5THE PORTFOLIO REVIEW PROCESS6STEP 1: DEFINE YOUR INSTITUTION’S GOALS8STEP 2: ASSESS EXISTING PROGRAMS10STEP 3: IDENTIFY NEW PROGRAM OPPORTUNITIES11STEP 4: CONSIDER MISSION AND IDENTITY12STEP 5: MAKE THE DATA ACTIONABLE14STEP 6: CONTINUE TO MONITOR PROGRESS15ABOUT HANOVER RESEARCH4WHY CONDUCT A PORTFOLIO REVIEW? INTRODUCTION Declining enrollments, shifting demographics, andthe budgetary and enrollment impacts of COVID-19haveleft many academic leaders questioningwhether their institutions are positioned to meetthe demands of a changing educational landscape. WITH T HIS T OOLKIT, HIGHEREDUCATION LEADERS CAN: •Determine if they would benefitfrom aportfolio review•Establishthe purposeandgoalsfor a review•Selectmetrics that are rightfor their college or university•Translate the resulting data intoactionable insights Formany institutions,preparing for the futurebegins with proactively evaluating their academicofferings.Colleges and universities everywhereneed to know if they're offering the right programsto stabilize and grow enrollment, where they shouldinvest their limited resources, and whether theircurrent programs are sustainable. For most, the bestway to answer these questions is by conducting acomprehensive academic portfolioreview. In this guide, we'll help you determine how toconductan academic portfolio review,identifygoals, and develop an actionable plan. Developing a new academic program comeswith many considerations. Hear tips from apanel of experts at our webinar,Developing Academic Programs in a New Era. WHY CONDUCT A PORTFOLIO REVIEW? A portfolio review generally includes a program gapanalysis, along with a simultaneous assessment ofexisting programs using a set of common metrics. Thisallows campus leaders to look at the contributions ofindividual programs while also assessing the overallstate of the institution’s academic enterprise. A portfolio review can help campusleaders answer the followingquestions: •Which of our programs are positioned forstable or growing enrollment over the nextfive years, and which are not? •Does the performance of our programsrepresent institutional strengths andweaknesses or larger trends in the economicand higher educationlandscapes? •Are our program offerings aligned withfuture student and employer demand? EXISTING PROGRAMASSESSMENT PROGRAM GAPANALYSIS •Are we allocating our resources to therightareas? Portfolio Review Is Part of Strategic Planning •What promising and high-growth programsare missing from our portfolio? While some think of a portfolio review as a reactiveprocess— one to be undertaken only when a collegeor university faces an urgent need for immediatechange — portfolio reviews are better completedas part of proactive, long-term strategic planning.Assessing programs within a larger higher education •Where would it be prudent to makechanges to our portfolio? •Are all of our programs aligned to ourmission and strategic plan? context allows for thoughtful program revisions, new program development, resource reallocation,marketing adjustments, and structural changes, among other benefits. Portfolio Review vs. Program Review While they may sound similar, portfolio and program reviews are different activities. A portfolio reviewevaluates the entire breadth of academic offerings, while a program review examines one specific programor credential. Many institutions already follow an established program review cycle, which generally involvesindividual academic departments embarking on intensive self-studies. This process often involves externalreviewers and can provide rich data about the strengths and challenges of individual programs. However, the process generally considers programs in isolation on a staggered schedule, often with three to10 years elapsing between program reviews. Because of its cyclical and staggered nature, program reviewsoften cannot provide academic leaders with the kind of campus-wide, real-time insight they need to makestrategic decisions. The portfolio review process is not a replacement for program review. Instead, it is acomplementary effort that provides a different type of insight. THE PORTFOLIO REVIEW PROCESS For a comprehensive, high-quality analysis of your institution's academicprogramming outlook, your portfolio review process should include these sixsteps: DEFINE YOUR INSTITUTION’S GOALS(pg 6)STEP 1 ASSESS EXISTING PROGRAMS(pg 8)STEP 2 IDENTIFY NEW PROGRAM OPPORTUNITIES(pg 10)STEP 3 CONSIDER MISSION AND IDENTITY(pg 11)STEP 4 MAKE THE DATA ACTIONABLE(pg 12)STEP 5 CONTINUE TO MONITOR PROGRESS(pg 14)STEP 6 STEP 1 DEFINE YOUR INSTITUTION’S GOALS Portfolio reviews often lead to exciting changes, such as new program development and innovativedirections for existing programs. However, they can also lead to difficult decisions that affect students,faculty, and staff in substantial ways. For this reason, defining your goals is an imperative first step.Institutions mus