3rd Meeting of OERu partners

OERu

Towards more affordable education for all students worldwide

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Key points

Meeting dates: 6 & 7 November (Australian time - click on time links below for your own time zone). Meeting tag: #OERu (Post via Twitter or login to WikiEducator and post directly using WENotes) Remote participants: Register here Webcast link Aggregated #OERu feed Click on time links below for local time Download Print version of the agenda Download Print version of the Draft Strategic Plan

Aims of the meeting

Aims

The aims of the meeting are to: Review progress on the 2014 operational priorities Review the OERu Strategic Plan 2015 - 2017 Calibrate key performance indicators for the 2015 operational priorities Develop proposals for action for the implementation of the OERu consolidation phase. Identify issues for tabling at the meeting of the OERu Council of Chief Executive Officers.

Meeting design and principles of engagement

Design principles

This is not a conference -- it is an open implementation planning meeting which will change the lives of students currently excluded from the formal post-secondary education sector worldwide. The meeting is designed to take the form of a strategic planning sprint aimed at producing outputs in a short time utilising the diverse experience of attendees. Using open methodologies, proposals for action are refined transparently after the meeting. The meeting agenda is based on the following principles: Build on our OERu decisions, work done to date and inputs from the OERu 2014 Annual Report. OERu partners have decision-making autonomy regarding the agenda and implementation decisions. Focus on decisions for the 2015 OERu action plan - hence the emphasis on progressing the consolidation phase of the OERu implementation. Identify strategic issues for the medium and long term - but avoid the temptation of trying to solve all problems at this meeting. Keep presentations and monologues to a minimum. Avoid unnecessary affirmations or agreements with previous speakers. Contribute when you have something new to add, want to clarify a previous point or table an alternative view or idea.

Working agenda: Day 1, 6 November 2014

Session 1: Aims of the meeting, meeting our partners and our OERu journey

Objectives

The objectives of this session are to: welcome participants to Australia and the University of Tasmania articulate the aims of the 3rd meeting of partners get to know the OERu family recap the OERu journey.

Item	Description	Duration	Time	Hobart participants	Remote participants
Registration	Group networking	30 mins	8:30AM	No web stream	No web stream
Welcome to country	Facilitator: Natalie Brown, University of Tasmania Welcome to country by Aunty Brenda Hodge, Riawunna Centre, University of Tasmania	3 mins	9:00AM	Live plenary	Webcast WENotes
Official welcome	Welcome from Professor David Sadler, Deputy Vice-Chancellor (Students and Education), University of Tasmania.	12 mins	9:03AM	Live plenary	Webcast WENotes
Aims of the meeting and principles of engagement	Welcome from David Porter, international member of the OER Foundation Board of Directors.	15 mins	9:15AM	Live plenary	Webcast WENotes
Introductions & vision for next phase of OERu	Facilitator: David Porter Participants introduce themselves and share their wish for OERu's next phase of development using the two breath rule (no more than 2 mins per participant).	60 mins	9:30AM	Live plenary	Webcast Introduce yourself here WENotes
OERu milestones	Facilitator: Wayne Mackintosh Brief history of the OERu and key decisions (Slideshare) OERu Concept 2011.02  |  1st Meeting (2011.11)  |  2nd Meeting 2013.11  |  1st CEOs Meeting	15 mins	10:30AM	Live plenary	Webcast WENotes
Group photograph	Face-to-face participants convene for group photo	5 mins	10:45AM		No webstream
Morning tea and virtual coffee	Group networking and reflection	25 mins	10:50AM	Local networking	Virtual networking

Session 2: Taking stock, critical friend review and meeting priorities

Objectives

The objectives of this session are to: Update new members of the OERu family Review the 2014 Annual Reports of the OERu working groups Conduct a critical friend review of OERu operations and corresponding progress Identify meeting priorities.

Item	Description	Duration	Time	Hobart participants	Remote participants
2014 Annual report of the OERuMC and working groups	Facilitator: Wayne Mackintosh. Conveners of the OERu working groups present their 2014 annual report and recommendations for 2015. (Maximum of 6 mins per report) OERu Management Committee, Wayne Mackintosh, OER Foundation Strategic planning, Wayne Mackintosh for Jim Taylor, University of Southern Queensland. Curriculum & programme of study, Sandra Wills, Charles Sturt University Course design & development partners manual, Irwin DeVries, Thompson Rivers University. Course approval and quality, Sarah Lambert, University of Wollongong. Credit transfer and course articulation, Christine Wihak, Thompson Rivers University. Technology, Brian Lamb, Thompson Rivers University. Marketing, recruitment and communication, David Bull, University of Southern Queensland PLAR portfolio course, Marc Singer, Thomas Edison State College.	60 mins	11:15AM	Live plenary	Webcast WENotes
Critical friend review, priorities and issues	Mini-breakout Facilitator: Wayne Mackintosh Participants randomly assigned to 4 groups plus one virtual group and tasked to: Identify what the OERu has done well Identify areas where the OERu can improve Identify the top 3 priorities this meeting should address Any issues which should be tabled at the OERu Council of CEOs meeting. Group 1 report  |  Group 2 report  |  Group 3 report  |  Group 4 report.	30 mins	12:15PM	No webcast	Break out for remote participants WENotes
Report back on critical friend review and meeting priorities	Facilitator: Rory McGreal, Athabasca University and OERF Board of Directors 4 groups plus one virtual group report back (5 mins each)	30 mins	12:45PM	Live plenary	Webcast WENotes
Lunch break	Group networking (local and virtual)	30 mins	1:15PM	No webstream	No webstream

Session 3: Evergreen strategic planning and Strategic Goal 1: Achieve a fiscally sustainable and scalable OERu network

Objectives

The objectives of this session are to: Confirm the OERu's evergreen strategic planning approach Summarise the open consultation process Share the process leading to final approval of the strategic plan by the OER Foundation Board of Directors. Summarise objectives for Strategic Goal 1. Develop proposals for action for 2015 operational priorities relating to achieving a fiscally sustainable and scalable OERu network.

Item	Description	Duration	Time	Hobart participants	Remote participants
Evergreen strategy and Strategic Goal 1: Achieve a fiscally sustainable and scalable OERu network	Facilitator: Wayne Mackintosh. Confirm the OERu evergreen strategic planning model Summarise the open consultation process leading to final approval of the strategic plan. Summarise Strategic Goal 1 and corresponding objectives Proposal for action groups: OERu partner recruitment (Convener: Wayne Mackintosh) Community source for technology innovation and local integration (Convener: Brian Lamb) OERu community building and capability development (Convener: Irwin DeVries) Academic Volunteers International - Volunteer engagement (Convener: David Bull) Strategic projects to diversify external funding (Convener: David Porter)	15 mins	1:45PM	Live plenary	Webcast WENotes
Proposals for action	Substantive breakout Participants self-select to work in one of the five groups identified in the previous session. Groups are tasked to: Focus on 2015 OERu operational priorities contributing to targets of the 3-year strategic plan Consider the draft KPIs (and recalibrate if necessary) Identify the activities to achieve the proposed outputs and assign responsibility Table any issues which the OERu Council of CEOs will need to consider.	45 mins	2:00PM	Breakout groups	No webstream Breakout for remote participants WENotes
Feedback and implementation decisions	Facilitator: Natalie Brown, University of Tasmania Each group will summarise their proposal for action (5 minutes per group) Summary of inputs from the virtual group (5 mins) Plenary discussion and partner decisions (15 mins) Reports: OERu partner recruitment  |  Community source  |  OERu community building  |  AVI  |  Strategic projects	45 mins	2:45PM	Live plenary	Webcast WENotes
Afternoon coffee and virtual tea	Group networking and reflection	30 mins	3:30PM	Local networking	No webstream WENotes

Session 4: Show and tell

Objectives

The objectives of this session are to: Demonstrate developments in shared OERu technology infrastructure to support the design, development and delivery of courses Share a selected exemplar of OERu course reuse.

Item	Description	Duration	Time	Kamloops participants	Remote participants
Show and tell	Facilitator: Brian Lamb, Thompson Rivers University Session to demonstrate selected OERu initiatives. Course site design project - Wayne Mackintosh, OER Foundation (Wiki course outline example; OERu theme mockup; Otago theme mockup) Community source contribution (Course creation and delivery) - Tim McCallum, University of Southern Queensland Introduction to Critical Reasoning, remix example from Unisa course - Marc Singer, Thomas Edison State College.	30 mins	4:00PM	Live plenary	Webcast WENotes
Questions, answers and solutions	Facilitator: Brian Lamb, Thompson Rivers University Plenary session to consider questions, answers and potential solutions for the OERu arising from the show and tell examples.	30 mins	4:30PM	Live plenary	Webcast WENotes

Working agenda: Day 2, 7 November 2014

Session 5: Developing a coherent OERu programme of study

Objectives

The objectives of this session are to:

• Review data from the OERu Bachelor of General Studies (BGS) and course articulation survey.
• Generate an "idealised" degree structure for the OERu with pathways (streams) and corresponding exit credentials to inform the nomination and development of future courses towards a coherent programme of study.
• Design a general education component for the 1^st year of study towards the Bachelor of General Studies.
• Plan activities for streamlining procedures for nominating OERu courses and supporting design documentation.
• Progress opportunities for the collaborative design and development of the nominated courses in the area of digital citizenship.

Item	Description	Duration	Time	Hobart participants	Remote participants
Towards an idealised degree structure, product development and OERu process enhancements	Facilitator: Wayne Mackintosh Reference the CIPP evaluation model and review data from the BGS survey. Introduce concept idea for a General Education component for the OERu BGS and summary of Strategic Goal 2 and Goal 3. Allocation of groups to develop proposals for action: Develop product for pathways of study - Focus: 2nd, 3rd and 4th year of study (Convener: Sandra Wills) Develop product for general education component - Focus: 1st / Foundation year of study (Convener: David Bull) Streamlining procedures for nominating courses and supporting design documentation (Convener: Sarah Lambert) Expand roles for distributed and networked leadership - (Convener: Irwin DeVries) Digital citizenship course working group (Convener: Veronique Olin)	30 mins	9:00AM	Plenary	Webcast WEnotes
Proposals for action	Substantive breakout Participants self-select to work in one of the five groups identified in the previous session. Groups are tasked to: Focus on 2015 OERu operational priorities contributing to targets of the 3-year strategic plan Consider the draft KPIs (and recalibrate if necessary) Identify the activities to achieve the proposed outputs and assign responsibility Table any issues which the OERu Council of CEOs will need to consider.	45 mins	9:30AM	Breakout	No webcast Breakout for remote participants
Feedback and implementation decisions	Facilitator: Carina Bossu, University of Tasmania Each group will summarise their proposal for action (5 minutes per group) Summary of inputs from the virtual group (5 mins)	30 mins	10:15AM	Plenary	Webcast WEnotes
Morning tea and virtual coffee	Local and virtual networking	30 mins	10:45AM	Local networking	No webcast

Session 6: Improving processes for OERu operating at scale

Objectives

The objectives of this session are to:

• Highlight international interest in virtual mobility for OER learning
• Review OERu guidelines for credit transfer and course articulation, and to determine next steps
• Review OERu progress on quality guidelines and to determine next steps
• Review progress with the partners design and development manual and to determine next steps
• Consider solutions for communicating OERu services to learners

Item	Description	Duration	Time	Hobart participants	Remote participants
Virtual mobility, OERu quality and communicating services to learners	Introduce international projects focusing on virtual mobility for OER learning. Summarise proposed OERu approach for credit transfer and course articulation and allocate groups to work on proposals for action to plan and improve processes for OERu operations. eMundus (European Commission funded project) - Wayne Mackintosh (8 mins) VMPass (European Commission funded project) - Gráinne Conole (8 mins) OERu credit transfer and course articulation guidelines (8 mins) Allocation of proposal for action groups (6 mins): Guidelines for credit transfer and course articulation (Convener: Christine Wihak) Partners design and development manual (Convener: Irwin DeVries) Quality assurance procedures (Convener: Sarah Lambert) Communicating OERu study options, services and pricing (Convener: Sandra Wills)	30 min	11:15AM	Plenary	Webcast WEnotes
Proposals for action	Substantive breakout Participants self-select to work in one of the five groups identified in the previous session. Groups are tasked to: Focus on 2015 OERu operational priorities contributing to targets of the 3-year strategic plan Consider the draft KPIs (and recalibrate if necessary) Identify the activities to achieve the proposed outputs and assign responsibility Table any issues which the OERu Council of CEOs will need to consider.	45 min	11:45AM	Breakout	No webstream Breakout for remote participants
Feedback and implementation decisions	Facilitator: Luke Padgett, University of Tasmania Each group will summarise their proposal for action (5 minutes per group) Summary of inputs from the virtual group (5 mins)	30 min	12:30PM	Plenary	Webcast WEnotes
Lunch	Local and virtual networking	30 min	1:00PM	Lunch	No webstream

Session 7: Innovation pilots

Objectives

The objectives of this session are to:

• Progress implementation planning of the two innovation pilots identified by the OERu network
• Brainstorm and prioritise high-priority innovation pilots for the future.

Item	Description	Duration	Time	Hobart participants	Remote participants
Foster innovation through OERu pilot projects	Summary of Strategic Goal 4, existing pilots and allocation of groups: PLAR portfolio course project - Marc Singer Parallel mode micro course delivery by two or more partners - Wayne Mackintosh Identify and select high priority pilots for the future - David Porter OERu/OERu 14.11/PFA Welcome to the OERu orientation mOOC for new partners - Sarah Lambert	15 min	1:30PM	Plenary	Webcast WEnotes
Proposals for action	Mini breakout Participants self-select to work in one of the five groups identified in the previous session. Groups are tasked to: Focus on 2015 OERu operational priorities contributing to targets of the 3-year strategic plan Consider the draft KPIs (and recalibrate if necessary) Identify the activities to achieve the proposed outputs and assign responsibility Table any issues which the OERu Council of CEOs will need to consider.	30 min	1:45PM	Breakout	No webstream Breakout for remote participants
Feedback and implementation decisions	Facilitator: Carina Bossu, University of Tasmania Each group will summarise their proposal for action (5 minutes per group) Summary of inputs from the virtual group (5 mins) Plenary discussion and partner decisions (10 mins)	30 min	2:15PM	Plenary	Webcast WEnotes
Afternoon coffee and virtual tea	Local and virtual networking	30 min	2:45PM	Local networking	No webstream

Session 8: Input evaluation

Objectives

The objectives of this session are to:

• Provide an overview of the Context, Input, Process and Product (CIPP) model adopted by the partners to evaluate the implementation of the OERu
• To review survey items for the Input evaluation.

Item	Description	Duration	Time	Hobart participants	Remote participants
How we measure progress	Facilitator: Wayne Mackintosh Overview of the CIPP evaluation model and schedule for the proposed Input evaluation to be conducted by the Australian Digital Futures Institute at the University of Southern Queensland. Review draft survey items for the Input evaluation.	15 min	3:15PM	Plenary	Webcast WEnotes
Review	Plenary discussion to: Review the draft survey items	30 min	3:30PM	Plenary	Webcast WEnotes Use comment subheadings

Session 9: Conclusion and the way forward

Objectives

The objectives of this session are to:

• Review issues raised and to be tabled at the OERu Council of Chief Executive Officers meeting.
• Confirm dates for the OERu 2015 series of meetings.
• Consider the way forward.

Item	Description	Duration	Time	Hobart participants	Remote participants
The way forward	Chair: David Porter Brief review of meeting issues tabled for CEOs meeting Announcing dates and venue for the 2015 OERu meetings - Wayne Mackintosh Discussion on the way forward. Conclusion	30 min	4:00PM	Plenary	Webcast WEnotes
Refreshments	Local networking	60 min	4:30PM	Plenary	No Webcast WEnotes