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OER SUSTAINABILITY SELF ASSESSMENT
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Institution Name:
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OER Sustainability Planning ActivitiesProgression Rating Scale1
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0 = No Activity
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1 = Planning
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2 = Developing
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3 = Operational
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4 = Accomplished/ongoing
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OER INFRASTRUCTURE
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1.   Guidelines
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a.       Develop OER Guidelines on objectives and course expectations0
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2.   Processes
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a.       Establish process and tools for proposing conversion of courses/sections to OER0
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b.       Establish process and tools for review and approval of new OER course conversions0
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c.       Develop OER stipend/incentive structure and criteria0
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3.   Professional Development and Support
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a.       Identify OER professional development support opportunities and methods for communicating to faculty about these supports0
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b.       Identify available support from IT/ID and methods for communicating to faculty about these supports0
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4.   Platforms
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a.       Identify OER sections in the college’s ERP/SIS and establish a process for reporting those courses in the data system0
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b.       Add an OER identification tag to the course catalogue0
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c.       Develop process for integrating OER course materials into the LMS0
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d. Determine which platforms allow faculty to share OER courses/course materials0
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e.       Determine what services the bookstore and/or campus print shop can provide to support OER courses0
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5.   People and Organizational Framework
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a.       Plan that outlines the vision for a mature OER model, including the organizational structure, leadership, and staffing requirements0
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b.       Identify the interim staffing and other support required while transitioning to the mature model0
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c.       Identify new staff, or reallocated staff time, required to sustain the OER model0
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d. Infuse OER into job descriptions, hiring requirements, and/or tenure and promotion guidelines 0
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OER INFRASTRUCTURE PROGRESS0%
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0%
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OER RESOURCES
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1.   Finances
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a.       Develop budget estimate for transitional and mature OER models (including new/reallocated staff time, stipends, PD, communications, etc.)0
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b.       Consider the impact of OER on improved student performance and resulting financial return on investment (e.g., tuition recapture)0
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c.       Explore feasibility of implementing an OER fee, including how it would be structured (course fee, student fee, software access fee) and implemented 0
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d.       Estimate the potential revenue impact on the bookstore AND the impact on the commission/profit received by the college or university 0
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2.   Efficiency
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a.       Identify potential efficiency improvements in the current OER program (e.g., incentivize conversion of high-cost, large-enrollment courses; develop course-level OER)0
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b.       Identify ways to leverage services provided by support units (e.g., library assist with research and copyright; IT/ID vet OER courseware)0
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OER RESOURCES PROGRESS0%
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0%
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OER CULTURE
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1.   Vision and Strategy
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a.       Identify how OER supports the institution's strategic vision/plan/goals (e.g., around student affordability, enrollment, student success)0
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b.       Expose senior leadership to OER and identify how they can support the infusion of OER into the fabric of the college/university0
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2.   Metrics
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a.       Track and report number of OER courses, sections, and student enrollments (consider including reports by course or student characteristics)0
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b.       Calculate student savings from reduced textbook purchases (consider refining estimates to reflect student purchasing patterns and/or offsetting costs of required OER fees and printed materials)0
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c.       Examine changes in retention, persistence, and DFW rates for OER/Non-OER courses and calculate "Return on Investment" and/or efficiency 0
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d.       Conduct a periodic review of OER's implementation and its impact on students and the institution; identify how challenges will be addressed0
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3. Communication
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a.      Develop multiple pathways to inform faculty about OER efforts on campus, including college/department emails, newsletters, blogs, etc. 0
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b.       Develop communication campaign/strategy to educate students about OER and how to identify OER courses0
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c.       Develop communication to advise administrators about OER activities, connections to the strategic plan, and impacts on students and the college 0
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OER CULTURE PROGRESS0%
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0%
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1. Progression Rating Scale
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0 = No activity is underway.
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1= Planning - An approach to the activity is designed and/or meeting organization and preparation is underway.
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2= Developing - Substantive work is underway to complete the activity.
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3 = Operational - Initial outcomes/implementation/products are available for the activity.
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4 = Accomplished/ongoing - Final implementation/draft/action for the activity is complete, or final processes/plan is in place for continuation of the activity.
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The password to unlock this spreadsheet is "SUNY"
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Developed by rpk GROUP, November 2018.
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